Position in SPGI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$46,476,185
-$8,619,377 QoQ
Shares Held
127,500
-6.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#228
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $66,802,419 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
127,500 | $46,476,185 | |
| 2 | MSCI |
MSCI Inc.
|
31,217 | $17,482,768 | |
| 3 | MCO |
Moodys Corp /De/
|
3,326 | $1,506,411 | |
| 4 | CME |
Cme Group Inc.
|
3,744 | $826,787 | |
| 5 | MORN |
Morningstar, Inc.
|
1,600 | $249,632 | |
| 6 | FDS |
Factset Research Systems Inc
|
541 | $124,473 | |
| 7 | COIN |
Coinbase Global, Inc.
|
683 | $99,847 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
295 | $36,316 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,476,185 | 120,624 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $55,095,562 | 129,533 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $64,948,529 | 124,282 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $60,209,922 | 123,708 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $66,085,262 | 125,330 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $61,786,993 | 121,604 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $59,813,398 | 120,100 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $61,742,295 | 119,512 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $63,489,435 | 142,353 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $58,880,578 | 138,396 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $63,048,539 | 143,123 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $52,962,521 | 144,940 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $56,838,180 | 141,780 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $48,292,628 | 140,072 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $46,018,417 | 137,393 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $41,623,475 | 136,314 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $45,084,803 | 133,759 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $67,988,967 | 165,754 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $73,748,972 | 156,271 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $65,656,553 | 154,526 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $63,490,870 | 154,686 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $50,856,689 | 144,123 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $44,670,785 | 135,889 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $50,477,147 | 139,981 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $47,054,357 | 142,814 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,284,801 | 148,071 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||