Position in SPGI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,158,175
+$757,112 QoQ
Shares Held
5,074
+89.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $14,622,528 across 12 Financial Data & Stock Exchanges names. SPGI ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
36,563 | $10,276,762 | |
| 2 | SPGI |
S&P Global Inc.
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|
5,074 | $2,158,175 | |
| 3 | MCO |
Moodys Corp /De/
|
1,401 | $611,186 | |
| 4 | CME |
Cme Group Inc.
|
1,807 | $533,697 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,240 | $352,307 | |
| 6 | MSCI |
MSCI Inc.
|
480 | $258,724 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
2,073 | $175,976 | |
| 8 | FDS |
Factset Research Systems Inc
|
518 | $112,400 |
All Filings in SPGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,158,175 | 5,074 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,401,063 | 2,681 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,299,515 | 2,670 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,387,300 | 2,631 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,350,021 | 2,657 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,307,328 | 2,625 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,356,127 | 2,625 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $802,799 | 1,800 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $185,496 | 436 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $191,185 | 434 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||