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Middleton & Co Inc

SEC CIK
0000919497
Latest filing
Aug 10, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
25,139
Value
$10.2M
% of portfolio
1.1%
Quarters held
18
Since Q1 2022
Holdings of SPGI by Middleton & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,139$10.2M1.1%−637−2.5%ReducedHolders
Q1 202625,776$11.0M1.3%+613+2.4%AddedHolders
Q4 202525,163$13.1M1.4%+4,131+19.6%AddedHolders
Q3 202521,032$10.2M1.1%−554−2.6%ReducedHolders
Q2 202521,586$11.4M1.3%−966−4.3%ReducedHolders
Q1 202522,552$11.5M1.3%−451−2.0%ReducedHolders
Q4 202423,003$11.5M1.3%+60.0%AddedHolders
Q3 202422,997$11.9M1.3%−253−1.1%ReducedHolders
Q2 202423,250$10.4M1.2%−784−3.3%ReducedHolders
Q1 202424,034$10.2M1.2%−817−3.3%ReducedHolders
Q4 202324,851$10.9M1.4%−619−2.4%ReducedHolders
Q3 202325,470$9.31M1.3%−358−1.4%ReducedHolders
Q2 202325,828$10.4M1.4%−90−0.3%ReducedHolders
Q1 202325,918$8.94M1.3%−457−1.7%ReducedHolders
Q4 202226,375$8.83M1.3%−1,106−4.0%ReducedHolders
Q3 202227,481$8.39M1.3%−4,464−14.0%ReducedHolders
Q2 202231,945$10.8M1.4%+95+0.3%AddedHolders
Q1 202231,850$13.1M1.4%+31,850NewHolders