Position in SPGI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$17,998,447
-$444,294 QoQ
Shares Held
46,713
+1.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#375
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $92,223,439 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
46,713 | $17,998,447 | |
| 2 | CME |
Cme Group Inc.
|
68,290 | $15,080,480 | |
| 3 | MCO |
Moodys Corp /De/
|
31,397 | $14,220,329 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
117,643 | $9,272,621 | |
| 5 | FDS |
Factset Research Systems Inc
|
32,742 | $7,533,279 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
56,182 | $6,916,566 | |
| 7 | MSCI |
MSCI Inc.
|
10,852 | $6,077,554 | |
| 8 | COIN |
Coinbase Global, Inc.
|
34,774 | $5,083,611 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,998,447 | 44,194 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $18,442,741 | 43,360 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,348,516 | 25,543 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,147,308 | 24,958 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,725,618 | 24,134 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,955,593 | 23,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,258,963 | 22,607 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $113,390,870 | 219,486 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $97,459,917 | 218,520 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $90,686,370 | 213,154 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $93,732,077 | 212,776 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $6,007,339 | 16,440 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,395,217 | 18,447 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,799,376 | 16,821 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,393,204 | 16,102 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,546,355 | 14,889 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,080,504 | 15,073 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,342,612 | 15,463 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,010,480 | 10,617 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,276,942 | 10,066 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,506,741 | 10,980 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,461,974 | 6,977 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $4,833,316 | 14,703 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,387,668 | 17,714 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $5,352,732 | 16,246 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,765,144 | 11,284 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||