S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership2,106 shares
Latest Disclosed Value $ 895,766
AdvisorNet Financial, Inc reports 6.32% decrease in ownership of SPGI / S&P Global Inc.

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 2,106 shares of S&P Global Inc. (MX:SPGI) valued at $895,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,248 shares of S&P Global Inc.. This represents a change in shares of -6.32% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F S&P GLOBAL INC COM Stock 78409V104 2,106 -142 -6.32 896 -23.76 0.0464
2026-01-20 2025-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,248 8 0.36 1,175 7.71 0.0626
2025-10-09 2025-09-30 13F S&P GLOBAL INC COM Stock 78409V104 2,240 -145 -6.08 1,090 -13.29 0.0617
2025-07-14 2025-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,385 -185 -7.20 1,258 -3.68 0.0811
2025-04-07 2025-03-31 13F S&P GLOBAL INC COM Stock 78409V104 2,570 37 1.46 1,306 3.49 0.0969
2025-01-13 2024-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,533 -562 -18.16 1,262 -21.09 0.1056
2024-10-15 2024-09-30 13F S&P GLOBAL INC COM Stock 78409V104 3,095 221 7.69 1,599 24.75 0.1194
2024-07-16 2024-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,874 -22 -0.76 1,282 3.98 0.1164
2024-04-12 2024-03-31 13F S&P GLOBAL INC COM Stock 78409V104 2,896 2 0.07 1,232 -3.30 0.1185
2024-01-19 2023-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,894 19 0.66 1,275 21.33 0.1176
2023-10-12 2023-09-30 13F S&P GLOBAL INC COM Stock 78409V104 2,875 76 2.72 1,051 -6.42 0.0954
2023-07-14 2023-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,799 -74 -2.58 1,122 13.33 0.0960
2023-04-28 2023-03-31 13F S&P GLOBAL INC COM Stock 78409V104 2,873 49 1.74 991 4.76 0.0906
2023-01-13 2022-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,824 153 5.73 946 15.81 0.0931
2022-10-04 2022-09-30 13F S&P GLOBAL INC COM Stock 78409V104 2,671 222 9.06 816 -1.09 0.0815
2022-07-07 2022-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,449 -550 -18.34 825 -32.93 0.0810
2022-04-14 2022-03-31 13F S&P GLOBAL INC COM Stock 78409V104 2,999 625 26.33 1,230 9.82 0.0774
2022-01-19 2021-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,374 103 4.54 1,120 16.06 0.0690
2021-10-15 2021-09-30 13F S&P GLOBAL INC COM Stock 78409V104 2,271 186 8.92 965 12.73 0.0672
2021-07-06 2021-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,085 -112 -5.10 856 10.45 0.0567
2021-04-14 2021-03-31 13F S&P GLOBAL INC COM Stock 78409V104 2,197 -319 -12.68 775 -6.29 0.0552
2021-02-04 2020-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,516 -6 -0.24 827 -9.02 0.0667
2020-11-06 2020-09-30 13F S&P GLOBAL INC COM Stock 78409V104 2,522 -139 -5.22 909 3.65 0.0779
2020-08-26 2020-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,661 -556 -17.28 877 11.29 0.0707
2020-05-14 2020-03-31 13F S&P GLOBAL INC COM Stock 78409V104 3,217 -28 -0.86 788 -11.06 0.0727
2020-02-12 2019-12-31 13F S&P GLOBAL INC COM Stock 78409V104 3,245 114 3.64 886 15.51 0.0752
2019-10-23 2019-09-30 13F S&P GLOBAL INC COM Stock 78409V104 3,131 161 5.42 767 13.29 0.0705
2019-07-15 2019-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,970 -131 -4.22 677 3.68 0.0749
2019-05-14 2019-03-31 13F S&P GLOBAL INC COM Stock 78409V104 3,101 0 0.00 653 23.91 0.0798
2019-02-08 2018-12-31 13F S&P GLOBAL INC COM Stock 78409V104 3,101 -90 -2.82 527 -15.41 0.0728
2018-11-14 2018-09-30 13F S&P GLOBAL INC COM Stock 78409V104 3,191 -8 -0.25 623 -4.45 0.0783
2018-07-26 2018-06-30 13F S&P GLOBAL INC COM Stock 78409V104 3,199 24 0.76 652 7.41 0.0882
2018-05-08 2018-03-31 13F S&P GLOBAL INC COM Stock 78409V104 3,175 -120 -3.64 607 8.78 0.0839
2018-02-27 2017-12-31 13F S&P GLOBAL INC COM Stock 78409V104 3,295 3,295 558 0.0848
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.