MIDDLETON & CO INC/MA

Position in SPGI — S&P Global Inc.

CIK 919497 BOSTON, MA

Position in SPGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,238,108

-$725,455 QoQ

Shares Held

26,572

-2.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#470

of 1,991 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MIDDLETON & CO INC/MA holds $17,134,899 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	26,572	$10,238,108
2	MSCI	MSCI Inc.	11,891	$6,659,435
3	ICE	Intercontinental Exchange, Inc.	1,928	$237,356

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,238,108	25,139	-2.5%	Shares	Sole	2026-08-10
2026-03-31	$10,963,563	25,776	+2.4%	Shares	Sole	2026-05-08
2025-12-31	$13,149,932	25,163	+19.6%	Shares	Sole	2026-01-29
2025-09-30	$10,236,485	21,032	-2.6%	Shares	Sole	2025-10-29
2025-06-30	$11,382,083	21,586	-4.3%	Shares	Sole	2025-08-06
2025-03-31	$11,458,671	22,552	-2.0%	Shares	Sole	2025-05-09
2024-12-31	$11,456,183	23,003	+0.0%	Shares	Sole	2025-02-05
2024-09-30	$11,880,711	22,997	-1.1%	Shares	Sole	2024-10-23
2024-06-30	$10,369,499	23,250	-3.3%	Shares	Sole	2024-08-12
2024-03-31	$10,225,265	24,034	-3.3%	Shares	Sole	2024-05-14
2023-12-31	$10,947,361	24,851	-2.4%	Shares	Sole	2024-02-13
2023-09-30	$9,306,992	25,470	-1.4%	Shares	Sole	2023-10-26
2023-06-30	$10,354,186	25,828	-0.3%	Shares	Sole	2023-07-28
2023-03-31	$8,935,749	25,918	-1.7%	Shares	Sole	2023-04-28
2022-12-31	$8,834,043	26,375	-4.0%	Shares	Sole	2023-02-09
2022-09-30	$8,391,322	27,481	-14.0%	Shares	Sole	2022-11-02
2022-06-30	$10,767,380	31,945	+0.3%	Shares	Sole	2022-07-21
2022-03-31	$13,064,231	31,850	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.