S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership32,699 shares
Latest Disclosed Value $ 13,908,193
Bridgewater Associates, LP reports 58.15% decrease in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 32,699 shares of S&P Global Inc. (MX:SPGI) valued at $13,908,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 78,134 shares of S&P Global Inc.. This represents a change in shares of -58.15% 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)
2026-05-15 2026-03-31 13F S&P GLOBAL COM 78409V104 32,699 -45,435 -58.15 13,908 -65.94 0.0621
2026-02-13 2025-12-31 13F S&P GLOBAL COM 78409V104 78,134 50,178 179.49 40,832 200.10 0.1489
2025-11-13 2025-09-30 13F S&P GLOBAL COM 78409V104 27,956 -36,197 -56.42 13,606 -59.78 0.0533
2025-08-13 2025-06-30 13F S&P GLOBAL COM 78409V104 64,153 -80,328 -55.60 33,827 -53.92 0.1364
2025-05-14 2025-03-31 13F S&P GLOBAL COM 78409V104 144,481 49,281 51.77 73,411 54.83 0.3406
2025-02-13 2024-12-31 13F S&P GLOBAL COM 78409V104 95,200 43,639 84.64 47,412 77.99 0.2174
2024-11-13 2024-09-30 13F S&P GLOBAL COM 78409V104 51,561 -40,964 -44.27 26,637 -35.45 0.1508
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 92,525 9,888 11.97 41,266 17.38 0.2155
2024-05-14 2024-03-31 13F S&P GLOBAL COM 78409V104 82,637 82,637 35,158 0.1778
2022-08-11 2022-06-30 13F S&P GLOBAL COM 78409V104 0 -2,533 -100.00 0 -100.00
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 2,533 1,867 280.33 1,039 230.89 0.0042
2022-02-14 2021-12-31 13F SP GLOBAL COM 78409V104 666 666 314 0.0018
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 0 -17,000 -100.00 0 -100.00
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 17,000 3,739 28.20 5,588 16.85 0.0484
2020-11-13 2020-09-30 13F S&P GLOBAL COM 78409V104 13,261 6,598 99.02 4,782 117.86 0.0575
2020-08-12 2020-06-30 13F S&P GLOBAL COM 78409V104 6,663 -10,971 -62.22 2,195 -49.20 0.0368
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 17,634 17,634 4,321 0.0857
2020-02-13 2019-12-31 13F S&P GLOBAL COM 78409V104 0 -13,735 -100.00 0 -100.00
2019-11-13 2019-09-30 13F S&P GLOBAL COM 78409V104 13,735 13,735 3,365 0.0296
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 0 -3,443 -100.00 0 -100.00
2018-08-13 2018-06-30 13F S&P GLOBAL COM 78409V104 3,443 -13,622 -79.82 702 -78.47 0.0070
2018-05-15 2018-03-31 13F S&P GLOBAL COM 78409V104 17,065 17,065 3,260 0.0311
2018-02-13 2017-12-31 13F S&P GLOBAL COM 78409V104 0 -73,830 -100.00 0 -100.00
2017-11-13 2017-09-30 13F S&P GLOBAL COM 78409V104 73,830 49,736 206.42 11,540 228.12 0.0774
2017-08-10 2017-06-30 13F S&P GLOBAL COM 78409V104 24,094 -5,430 -18.39 3,517 -8.89 0.0322
2017-05-11 2017-03-31 13F S&P GLOBAL COM 78409V104 29,524 29,524 3,860 0.0438
2017-02-10 2016-12-31 13F S&P GLOBAL COM 78409V104 0 -31,100 -100.00 0 -100.00
2016-11-09 2016-09-30 13F S&P GLOBAL COM 78409V104 31,100 -23,143 -42.67 3,936 -32.35 0.0388
2016-08-10 2016-06-30 13F S&P GLOBAL COM 78409V104 54,243 54,243 5,818 0.0729
2015-08-11 2015-06-30 13F MCGRAW HILL FINL COM 580645109 0 -81,127 -100.00 0 -100.00
2015-05-14 2015-03-31 13F MCGRAW HILL FINL COM 580645109 81,127 65,444 417.29 8,389 715.26 0.0654
2013-11-13 2013-09-30 13F MCGRAW HILL FINL COM 580645109 15,683 4,920 45.71 1,029 79.90 0.0087
2013-08-13 2013-06-30 13F MCGRAW HILL FINL COM 580645109 10,763 10,763 572 0.0050
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.