Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by EP Wealth Advisors, LLC, 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)
94,505
Value
$38.5M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of SPGI by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202694,505$38.5M0.1%−37,628−28.5%ReducedHolders
Q1 2026132,133$56.2M0.3%+3,182+2.5%AddedHolders
Q4 2025128,951$67.4M0.4%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025122,276$64.5M0.4%+12,531+11.4%AddedHolders
Q1 2025109,745$55.8M0.4%+998+0.9%AddedHolders
Q4 2024108,747$54.2M0.4%−1,040−0.9%ReducedHolders
Q3 2024109,787$56.7M0.5%+3,877+3.7%AddedHolders
Q2 2024105,910$47.2M0.5%+3,833+3.8%AddedHolders
Q1 2024102,077$43.4M0.5%+2,897+2.9%AddedHolders
Q4 202399,180$43.7M0.6%+1,888+1.9%AddedHolders
Q3 202397,292$35.6M0.6%+31,821+48.6%AddedHolders
Q2 202365,471$38.5M0.6%+55,747+573.3%AddedHolders
Q1 20239,724$331.9K<0.1%−76,901−88.8%ReducedHolders
Q4 202286,625$29.0M0.5%+4,575+5.6%AddedHolders
Q3 202282,050$25.1M0.6%+3,358+4.3%AddedHolders
Q2 202278,692$26.5M0.6%+4,144+5.6%AddedHolders
Q1 202274,548$30.6M0.7%+4,065+5.8%AddedHolders
Q4 202170,483$33.3M0.8%+1,147+1.7%AddedHolders
Q3 202169,336$29.5M0.8%+3,284+5.0%AddedHolders
Q2 202166,052$27.1M0.8%+4,707+7.7%AddedHolders
Q1 202161,345$21.6M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.