Position in SPGI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$159,830,442
-$142,151,915 QoQ
Shares Held
397,190
-35.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.42634507414589.ToString("F0")%
Shared 0.ToString("F0")%
None 5.573654925854125.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, 2026BANK OF MONTREAL /CAN/ holds $1,314,345,590 across 11 Financial Data & Stock Exchanges names. SPGI ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,091,037 | $322,237,773 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
1,869,554 | $294,043,449 | |
| 3 | COIN |
Coinbase Global, Inc.
|
1,136,702 | $198,479,532 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
397,190 | $159,830,442 | |
| 5 | FDS |
Factset Research Systems Inc
|
567,466 | $123,134,443 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
273,353 | $76,831,324 | |
| 7 | MCO |
Moodys Corp /De/
|
155,686 | $67,918,015 | |
| 8 | MSCI |
MSCI Inc.
|
77,165 | $41,592,701 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $159,830,442 | 397,190 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $301,982,357 | 610,795 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $327,951,382 | 712,220 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $367,099,631 | 735,884 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $361,911,410 | 752,884 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $377,467,603 | 801,123 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $432,770,225 | 885,444 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $353,748,451 | 838,368 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $415,429,185 | 1,032,104 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $336,890,249 | 808,347 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $253,092,211 | 732,105 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $261,012,748 | 688,195 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $242,148,598 | 742,382 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $220,160,177 | 694,779 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $209,052,060 | 723,655 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $219,081,322 | 687,026 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $300,826,824 | 775,206 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $300,417,147 | 672,856 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $352,165,475 | 876,083 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $338,224,008 | 871,002 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $246,393,422 | 738,056 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $228,179,640 | 733,690 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $245,098,477 | 718,439 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $192,465,883 | 617,447 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $140,089,780 | 604,264 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||