Position in SPGI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$7,703,331
-$2,117,179 QoQ
Shares Held
18,111
-3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026NBT BANK N A /NY holds $10,359,793 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
18,111 | $7,703,331 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
12,143 | $1,909,850 | |
| 3 | CME |
Cme Group Inc.
|
1,666 | $492,053 | |
| 4 | MCO |
Moodys Corp /De/
|
423 | $184,533 | |
| 5 | COIN |
Coinbase Global, Inc.
|
223 | $38,937 | |
| 6 | MSCI |
MSCI Inc.
|
20 | $10,780 | |
| 7 | VALU |
Value Line Inc
|
280 | $9,881 | |
| 8 | FDS |
Factset Research Systems Inc
|
21 | $4,556 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,703,331 | 18,111 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,820,510 | 18,792 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $8,980,773 | 18,452 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,254,736 | 19,448 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,865,269 | 19,416 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,861,491 | 19,801 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,232,176 | 19,806 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,836,596 | 19,813 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,894,528 | 4,453 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,093,790 | 4,753 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,873,822 | 5,128 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $811,801 | 2,025 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $698,159 | 2,025 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $678,253 | 2,025 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $457,719 | 1,499 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $539,295 | 1,600 | Shares | Other | 2022-07-26 | |
| 2022-03-31 | $656,287 | 1,600 | Shares | Other | 2022-04-29 | |
| 2021-12-31 | $802,280 | 1,700 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $722,313 | 1,700 | Shares | Other | 2021-10-18 | |
| 2021-06-30 | $697,765 | 1,700 | Shares | Other | 2021-07-28 | |
| 2021-03-31 | $599,879 | 1,700 | Shares | Other | 2021-04-08 | |
| 2020-12-31 | $558,840 | 1,700 | Shares | Other | 2021-01-15 | |
| 2020-09-30 | $613,019 | 1,700 | Shares | Other | 2020-10-29 | |
| 2020-06-30 | $663,572 | 2,014 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $493,530 | 2,014 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||