Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,109,836
-$178,467 QoQ
Shares Held
8,071
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#749
of 1,991 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $24,137,274 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
72,803 | $16,077,085 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
8,071 | $3,109,836 | |
| 3 | MCO |
Moodys Corp /De/
|
4,307 | $1,950,726 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
14,707 | $1,810,578 | |
| 5 | COIN |
Coinbase Global, Inc.
|
3,247 | $474,678 | |
| 6 | TRU |
TransUnion
|
2,086 | $150,484 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
1,848 | $145,658 | |
| 8 | MSCI |
MSCI Inc.
|
235 | $131,609 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,109,836 | 7,636 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,288,303 | 7,731 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,196,397 | 8,030 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,744,259 | 7,693 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,157,154 | 7,884 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $4,049,556 | 7,970 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $3,901,565 | 7,834 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $3,972,807 | 7,690 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $3,557,294 | 7,976 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $3,325,742 | 7,817 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $3,685,389 | 8,366 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $3,051,172 | 8,350 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $3,347,029 | 8,349 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $2,804,358 | 8,134 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $2,724,736 | 8,135 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $2,518,220 | 8,247 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $2,138,307 | 6,344 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $2,609,154 | 6,361 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $3,043,004 | 6,448 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $442,309 | 1,041 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $429,740 | 1,047 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $376,864 | 1,068 | Shares | Sole | 2021-04-15 | |
| 2020-09-30 | $449,667 | 1,247 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $410,861 | 1,247 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $302,881 | 1,236 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||