S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership22,892 shares
Latest Disclosed Value $ 9,737
Appleton Partners Inc/ma ownership in SPGI / S&P Global Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 22,892 shares of S&P Global Inc. (MX:SPGI) valued at $9,737 USD as of March 31, 2026. The entity filed a previous 13F-HR on October 1, 2024 disclosing 0 shares of S&P Global Inc..

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 INC COM CS 78409V104 22,892 22,892 10 0.6792
2024-10-01 2024-09-30 13F S&P GLOBAL CS 78409V104 0 -675 -100.00 0 0.0000
2024-07-02 2024-06-30 13F S&P GLOBAL CS 78409V104 675 -19 -2.74 0 0.0232
2024-04-01 2024-03-31 13F S&P GLOBAL CS 78409V104 694 -8 -1.14 0 0.0229
2024-01-02 2023-12-31 13F S&P GLOBAL CS 78409V104 702 0 0.00 0 0.0249
2023-10-03 2023-09-30 13F S&P GLOBAL CS 78409V104 702 -200 -22.17 0 0.0228
2023-07-10 2023-06-30 13F S&P GLOBAL CS 78409V104 902 0 0.00 0 0.0306
2023-04-10 2023-03-31 13F S&P GLOBAL CS 78409V104 902 -1,116 -55.30 0 0.0277
2023-01-19 2022-12-31 13F S&P GLOBAL CS 78409V104 2,018 -74 -3.54 1 -100.00 0.0640
2022-10-27 2022-09-30 13F S&P GLOBAL CS 78409V104 2,092 -88 -4.04 639 -13.06 0.0639
2022-07-08 2022-06-30 13F S&P GLOBAL CS 78409V104 2,180 -112 -4.89 735 -21.81 0.0695
2022-04-05 2022-03-31 13F S&P GLOBAL CS 78409V104 2,292 -193 -7.77 940 -19.86 0.0768
2022-02-03 2021-12-31 13F S&P GLOBAL CS 78409V104 2,485 -100 -3.87 1,173 6.83 0.0883
2021-10-14 2021-09-30 13F S&P GLOBAL CS 78409V104 2,585 -80 -3.00 1,098 0.37 0.0914
2021-07-07 2021-06-30 13F S&P GLOBAL CS 78409V104 2,665 -396 -12.94 1,094 1.30 0.0932
2021-04-19 2021-03-31 13F S&P GLOBAL INC COM CS 78409V104 3,061 -118 -3.71 1,080 3.35 0.1004
2021-01-19 2020-12-31 13F S&P GLOBAL INC COM CS 78409V104 3,179 -190 -5.64 1,045 -13.99 0.1029
2020-10-14 2020-09-30 13F S&P GLOBAL INC COM COM 78409V104 3,369 -105 -3.02 1,215 6.11 0.1342
2020-08-14 2020-06-30 13F S&P GLOBAL INC COM COM 78409V104 3,474 -261 -6.99 1,145 25.14 0.1371
2020-05-04 2020-03-31 13F S&P GLOBAL INC COM COM 78409V104 3,735 -198 -5.03 915 -14.80 0.1268
2020-01-13 2019-12-31 13F S&P GLOBAL INC COM COM 78409V104 3,933 -243 -5.82 1,074 4.99 0.1180
2019-11-04 2019-09-30 13F S&P GLOBAL INC COM COM 78409V104 4,176 -665 -13.74 1,023 -7.25 0.1235
2019-07-25 2019-06-30 13F S&P GLOBAL INC COM COM 78409V104 4,841 0 0.00 1,103 8.24 0.1363
2019-04-17 2019-03-31 13F S&P GLOBAL INC COM COM 78409V104 4,841 -550 -10.20 1,019 11.24 0.1351
2019-01-17 2018-12-31 13F S&P GLOBAL INC COM COM 78409V104 5,391 -1,400 -20.62 916 -30.97 0.1372
2018-10-09 2018-09-30 13F S&P GLOBAL INC COM COM 78409V104 6,791 56 0.83 1,327 -3.35 0.1767
2018-08-08 2018-06-30 13F S&P GLOBAL INC COM COM 78409V104 6,735 -295 -4.20 1,373 2.23 0.1966
2018-04-11 2018-03-31 13F S&P GLOBAL INC COM COM 78409V104 7,030 -25,990 -78.71 1,343 -75.99 0.2038
2018-01-12 2017-12-31 13F S&P GLOBAL INC COM COM 78409V104 33,020 -227 -0.68 5,594 7.64 0.8676
2017-10-12 2017-09-30 13F S&P GLOBAL INC COM COM 78409V104 33,247 22 0.07 5,197 7.13 0.8755
2017-07-11 2017-06-30 13F S&P GLOBAL INC COM COM 78409V104 33,225 -40 -0.12 4,851 11.54 0.8153
2017-05-01 2017-03-31 13F S&P GLOBAL INC COM COM 78409V104 33,265 -1,900 -5.40 4,349 14.99 0.8002
2017-02-13 2016-12-31 13F S&P GLOBAL INC COM COM 78409V104 35,165 840 2.45 3,782 -12.94 0.7644
2016-11-03 2016-09-30 13F S&P GLOBAL INC COM COM 78409V104 34,325 30,540 806.87 4,344 969.95 0.8184
2016-08-03 2016-06-30 13F S&P GLOBAL INC COM COM 78409V104 3,785 -200 -5.02 406 3.05 0.0830
2016-04-21 2016-03-31 13F MCGRAW HILL FINL INC COM COM 580645109 3,985 -225 -5.34 394 -5.06 0.0779
2016-01-22 2015-12-31 13F MCGRAW HILL FINL INC COM COM 580645109 4,210 0 0.00 415 14.01 0.0819
2015-10-15 2015-09-30 13F MCGRAW HILL FINL INC COM COM 580645109 4,210 1,760 71.84 364 47.97 0.0828
2015-07-15 2015-06-30 13F MCGRAW HILL FINL INC COM COM 580645109 2,450 0 0.00 246 -2.77 0.0551
2015-04-30 2015-03-31 13F MCGRAW HILL FINL INC COM COM 580645109 2,450 2,450 0.00 253 0.0571
2015-02-04 2014-12-31 13F MCGRAW HILL FINL INC COM COM 580645109 0 -3,450 -100.00 0 -100.00
2014-11-06 2014-09-30 13F MCGRAW HILL FINL INC COM COM 580645109 3,450 0 0.00 291 1.75 0.0679
2014-07-23 2014-06-30 13F MCGRAW HILL FINL INC COM COM 580645109 3,450 0 0.00 286 8.75 0.0669
2014-04-30 2014-03-31 13F MCGRAW HILL FINL INC COM COM 580645109 3,450 -532 -13.36 263 -15.43 0.0622
2014-02-13 2013-12-31 13F MCGRAW HILL FINL INC COM COMMON STOCK 580645109 3,982 0 0.00 311 19.16 0.0746
2013-10-22 2013-09-30 13F MCGRAW HILL FINL INC COM COMMON STOCK 580645109 3,982 0 0.00 261 -99.88 0.0700
2013-08-13 2013-06-30 13F MCGRAW HILL FINL INC COM COMMON STOCK 580645109 3,982 3,982 211,803 0.0611
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.