ROTHSCHILD INVESTMENT LLC

Position in SPGI — S&P Global Inc.

CIK 85338 CHICAGO, IL

Position in SPGI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,387,588

+$1,229,413 QoQ

Shares Held

8,792

+63.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#733

of 2,001 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $19,047,682 across 13 Financial Data & Stock Exchanges names. SPGI ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	36,503	$8,858,183
2	SPGI	S&P Global Inc. This page	8,792	$3,387,588
3	MCO	Moodys Corp /De/	5,280	$2,391,417
4	FDS	Factset Research Systems Inc	6,324	$1,455,025
5	NDAQ	Nasdaq, Inc.	12,427	$979,496
6	MORN	Morningstar, Inc.	4,633	$722,840
7	MSCI	MSCI Inc.	866	$484,994
8	CME	Cme Group Inc.	1,654	$365,252

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,387,588	8,318	+63.9%	Shares	Sole	2026-08-06
2026-03-31	$2,158,175	5,074	+89.3%	Shares	Sole	2026-05-07
2025-12-31	$1,401,063	2,681	+0.4%	Shares	Sole	2026-02-10
2025-09-30	$1,299,515	2,670	+1.5%	Shares	Sole	2025-11-07
2025-06-30	$1,387,300	2,631	-1.0%	Shares	Sole	2025-08-11
2025-03-31	$1,350,021	2,657	+1.2%	Shares	Sole	2025-04-08
2024-12-31	$1,307,328	2,625	0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,356,127	2,625	+45.8%	Shares	Sole	2024-10-18
2024-06-30	$802,799	1,800	+312.8%	Shares	Sole	2024-07-31
2024-03-31	$185,496	436	+0.5%	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.