Position in SPGI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$96,130,855
-$22,091,162 QoQ
Shares Held
238,892
-0.1% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.31143780453091774.ToString("F0")%
Shared 99.68856219546907.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,543,759,779 across 9 Financial Data & Stock Exchanges names. SPGI ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
29,060,439 | $2,466,940,663 | |
| 2 | TRU |
TransUnion
|
13,146,925 | $909,635,737 | |
| 3 | MCO |
Moodys Corp /De/
|
1,328,012 | $579,345,232 | |
| 4 | CME |
Cme Group Inc.
|
1,479,514 | $436,974,458 | |
| 5 | SPGI |
S&P Global Inc.
This page
|
238,892 | $96,130,855 | |
| 6 | MORN |
Morningstar, Inc.
|
254,739 | $43,063,626 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
33,802 | $9,500,724 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
11,481 | $1,805,731 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,130,855 | 238,892 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $118,222,017 | 239,118 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $75,478,271 | 163,918 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $87,562,073 | 175,526 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,357,360 | 46,510 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $20,273,164 | 43,027 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $39,445,431 | 80,705 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $88,847,245 | 210,564 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $86,101,499 | 213,913 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $90,667,926 | 217,552 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $85,249,765 | 246,597 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $135,402,197 | 357,006 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $119,237,262 | 365,559 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $129,546,060 | 408,820 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $129,772,864 | 449,222 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $147,019,686 | 461,045 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $180,305,710 | 464,633 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $137,646,394 | 308,292 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $121,846,151 | 303,117 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $115,300,338 | 296,924 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $116,424,745 | 348,743 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $30,496,931 | 98,060 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $61,749,930 | 181,003 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $42,358,284 | 135,889 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $18,452,937 | 79,595 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||