S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionAltfest L J & Co Inc
Latest Disclosed Ownership6,393 shares
Latest Disclosed Value $ 2,719,089
Altfest L J & Co Inc reports 2.40% decrease in ownership of SPGI / S&P Global Inc.

On April 28, 2026 - Altfest L J & Co Inc filed a 13F-HR form disclosing ownership of 6,393 shares of S&P Global Inc. (MX:SPGI) valued at $2,719,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,550 shares of S&P Global Inc.. This represents a change in shares of -2.40% 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)
2026-04-28 2026-03-31 13F S&P GLOBAL COM 78409V104 6,393 -157 -2.40 2,719 -20.54 0.2891
2026-01-23 2025-12-31 13F S&P GLOBAL COM 78409V104 6,550 1 0.02 3,423 7.37 0.3747
2025-10-21 2025-09-30 13F S&P GLOBAL COM 78409V104 6,549 47 0.72 3,187 -7.03 0.3556
2025-08-08 2025-06-30 13F S&P GLOBAL COM 78409V104 6,502 -112 -1.69 3,428 2.02 0.4043
2025-05-09 2025-03-31 13F S&P GLOBAL COM 78409V104 6,614 -107 -1.59 3,360 0.39 0.4214
2025-02-07 2024-12-31 13F S&P GLOBAL COM 78409V104 6,721 -33 -0.49 3,347 111,466.67 0.4269
2024-11-05 2024-09-30 13F S&P GLOBAL COM 78409V104 6,754 -819 -10.81 3 0.00 0.4644
2024-08-07 2024-06-30 13F S&P GLOBAL COM 78409V104 7,573 11 0.15 3 0.00 0.4614
2024-04-22 2024-03-31 13F S&P GLOBAL COM 78409V104 7,562 -53 -0.70 3 0.00 0.4555
2024-01-18 2023-12-31 13F S&P GLOBAL COM 78409V104 7,615 -17 -0.22 3 50.00 0.4864
2023-10-26 2023-09-30 13F S&P GLOBAL COM 78409V104 7,632 -691 -8.30 3 -33.33 0.4399
2023-08-09 2023-06-30 13F S&P GLOBAL COM 78409V104 8,323 15 0.18 3 50.00 0.5015
2023-04-20 2023-03-31 13F S&P GLOBAL COM 78409V104 8,308 8 0.10 3 0.00 0.4487
2023-02-02 2022-12-31 13F S&P GLOBAL COM 78409V104 8,300 -13 -0.16 3 -99.92 0.4606
2022-11-15 2022-09-30 13F S&P GLOBAL COM 78409V104 8,313 -285 -3.31 2,538 -12.42 0.4759
2022-08-04 2022-06-30 13F S&P GLOBAL COM 78409V104 8,598 1,312 18.01 2,898 -3.04 0.5206
2022-05-02 2022-03-31 13F S&P GLOBAL COM 78409V104 7,286 322 4.62 2,989 -9.07 0.5331
2022-01-24 2021-12-31 13F S&P GLOBAL COM 78409V104 6,964 -4 -0.06 3,287 11.01 0.6270
2021-10-12 2021-09-30 13F S&P GLOBAL COM 78409V104 6,968 -3 -0.04 2,961 3.50 0.6204
2021-07-28 2021-06-30 13F S&P GLOBAL COM 78409V104 6,971 -34 -0.49 2,861 15.74 0.6167
2021-05-07 2021-03-31 13F S&P GLOBAL COM 78409V104 7,005 101 1.46 2,472 8.90 0.5842
2021-01-21 2020-12-31 13F S&P GLOBAL COM 78409V104 6,904 3 0.04 2,270 -8.76 0.5562
2020-10-29 2020-09-30 13F S&P GLOBAL COM 78409V104 6,901 -3,225 -31.85 2,488 -25.42 0.6614
2020-07-21 2020-06-30 13F S&P GLOBAL COM 78409V104 10,126 -423 -4.01 3,336 29.05 0.9601
2020-04-13 2020-03-31 13F S&P GLOBAL COM 78409V104 10,549 -103 -0.97 2,585 -11.11 0.8096
2020-01-06 2019-12-31 13F S&P GLOBAL COM 78409V104 10,652 0 0.00 2,908 11.46 0.7327
2019-10-10 2019-09-30 13F S&P GLOBAL COM 78409V104 10,652 1 0.01 2,609 7.54 0.6727
2019-07-15 2019-06-30 13F S&P GLOBAL COM 78409V104 10,651 0 0.00 2,426 8.16 0.6456
2019-06-10 2019-03-31 13F/A-2 S&P GLOBAL COM 78409V104 10,651 0 0.00 2,243 23.92 0.5461
2019-05-24 2019-03-31 13F/A-1 S&P GLOBAL COM 78409V104 10,651 0 1,810 0.4871
2019-04-05 2019-03-31 13F S&P GLOBAL COM 78409V104 25,362 14,711 1,820
2019-01-15 2018-12-31 13F S&P GLOBAL COM 78409V104 10,651 0 0.00 1,810 -13.02 0.5055
2018-10-10 2018-09-30 13F S&P GLOBAL COM 78409V104 10,651 50 0.47 2,081 -3.70 0.6057
2018-08-07 2018-06-30 13F S&P GLOBAL COM 78409V104 10,601 0 0.00 2,161 6.72 0.8047
2018-05-09 2018-03-31 13F S&P GLOBAL COM 78409V104 10,601 1,636 18.25 2,025 33.31 0.8736
2018-02-12 2017-12-31 13F S&P Global COM 78409V104 8,965 0 0.00 1,519 8.42 0.5768
2017-10-23 2017-09-30 13F S&P Global COM 78409V104 8,965 0 0.00 1,401 7.03 0.6810
2017-07-21 2017-06-30 13F S&P Global COM 78409V104 8,965 0 0.00 1,309 11.69 0.7902
2017-05-03 2017-03-31 13F S&P Global COM 78409V104 8,965 0 0.00 1,172 21.58 0.4655
2017-01-09 2016-12-31 13F S&P Global COM 78409V104 8,965 -50 -0.55 964 -15.51 0.4816
2016-11-16 2016-09-30 13F S&P Global COM 78409V104 9,015 0 0.00 1,141 17.99 0.7600
2016-11-16 2016-06-30 13F S&P Global COM 78409V104 9,015 2,800 45.05 967 57.24 0.6737
2016-05-13 2016-03-31 13F McGraw Hill COM 580645109 6,215 0 0.00 615 0.33 0.6331
2016-02-19 2015-12-31 13F McGraw Hill COM 580645109 6,215 -71 -1.13 613 12.68 0.6000
2015-10-14 2015-09-30 13F McGraw Hill COM 580645109 6,286 0 0.00 544 -13.79 0.5372
2015-07-17 2015-06-30 13F McGraw Hill COM 580645109 6,286 2,908 86.09 631 80.80 0.5786
2015-04-20 2015-03-31 13F McGraw Hill COM 580645109 3,378 -3,836 -53.17 349 -45.55 0.3249
2015-02-23 2014-12-31 13F/A-1 McGraw Hill COM 580645109 7,214 0 0.00 642 23.51 0.5249
2015-02-11 2014-12-31 13F McGraw Hill COM 580645109 7,214 642
2014-05-13 2014-03-31 13F MCGRAW HILL FINL COM 580645109 7,214 3,836 113.56 519 96.59 0.4820
2014-02-14 2013-12-31 13F MCGRAW HILL FINL COM 580645109 3,378 3,378 264 0.2247
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.