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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

S&P Global Inc. (MHL.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR

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384.90

-4.35

(-1.12%)

At close: 04:38PM CEST

Major holders

Currency in EUR

0.19%	% of shares held by all insiders
89.05%	% of shares held by institutions
89.22%	% of float held by institutions
2,448	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	28,796,066	31 Dec 2023	8.99%	11,083,605,627
Blackrock Inc.	24,222,788	31 Dec 2023	7.56%	9,323,350,953
State Street Corporation	14,220,395	31 Dec 2023	4.44%	5,473,429,948
TCI Fund Management Ltd	9,032,611	31 Dec 2023	2.82%	3,476,651,918
JP Morgan Chase & Company	7,870,487	31 Dec 2023	2.46%	3,029,350,398
Wellington Management Group, LLP	7,100,394	31 Dec 2023	2.22%	2,732,941,607
FMR, LLC	6,278,836	31 Dec 2023	1.96%	2,416,723,938
Geode Capital Management, LLC	6,130,144	31 Dec 2023	1.91%	2,359,492,388
Capital International Investors	5,502,039	31 Dec 2023	1.72%	2,117,734,777
Morgan Stanley	5,000,157	31 Dec 2023	1.56%	1,924,560,398

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	9,938,263	31 Dec 2023	3.10%	3,825,237,368
Vanguard 500 Index Fund	7,914,722	31 Dec 2023	2.47%	3,046,376,449
Fidelity 500 Index Fund	3,885,877	29 Feb 2024	1.21%	1,495,674,033
SPDR S&P 500 ETF Trust	3,800,446	29 Feb 2024	1.19%	1,462,791,642
iShares Core S&P 500 ETF	3,370,810	29 Feb 2024	1.05%	1,297,424,748
Vanguard Growth Index Fund	2,903,902	31 Dec 2023	0.91%	1,117,711,862
Vanguard/Wellington Fund Inc.	2,395,982	30 Nov 2023	0.75%	922,213,457
Vanguard Institutional Index Fund-Institutional Index Fund	2,145,165	31 Dec 2023	0.67%	825,673,995
Select Sector SPDR Fund-Financial	2,159,690	29 Feb 2024	0.67%	831,264,667
Vanguard Specialized-Dividend Appreciation Index Fund	1,878,849	31 Jan 2024	0.59%	723,168,968