S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionClaar Advisors LLC
Latest Disclosed Ownership24,714 shares
Latest Disclosed Value $ 10,511,853
Claar Advisors LLC reports 0.01% increase in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Claar Advisors LLC filed a 13F-HR form disclosing ownership of 24,714 shares of S&P Global Inc. (MX:SPGI) valued at $10,511,853 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,712 shares of S&P Global Inc.. This represents a change in shares of 0.01% 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 24,714 2 0.01 10,512 -18.61 3.5621
2026-02-17 2025-12-31 13F S&P GLOBAL COM 78409V104 24,712 64 0.26 12,914 7.65 3.7745
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 24,648 -784 -3.08 11,996 -10.54 3.5510
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 25,432 -1,737 -6.39 13,410 -2.85 4.1076
2025-05-15 2025-03-31 13F S&P GLOBAL COM 78409V104 27,169 360 1.34 13,805 3.39 4.6605
2025-02-14 2024-12-31 13F S&P GLOBAL COM 78409V104 26,809 -2,000 -6.94 13,352 -10.29 4.3203
2024-12-10 2024-09-30 13F/A-1 S&P GLOBAL COM 78409V104 28,809 0 0.00 14,883 15.84 5.0081
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 28,809 0 14,883 4.2380
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 28,809 0 0.00 12,849 4.83 4.1288
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 28,809 -2,335 -7.50 12,257 -10.66 3.9451
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 31,144 0 0.00 13,720 20.55 4.8708
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 31,144 0 0.00 11,380 -8.85 4.5127
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 31,144 -5,450 -14.89 12,485 -1.04 4.7268
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 36,594 -6,000 -14.09 12,617 -11.57 5.1242
2023-02-14 2022-12-31 13F S&P GLOBAL COM 78409V104 42,594 0 0.00 14,266 9.69 6.2750
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 42,594 0 0.00 13,006 -9.41 5.5185
2022-08-15 2022-06-30 13F S&P GLOBAL COM 78409V104 42,594 -105 -0.25 14,357 -18.03 5.6206
2022-05-16 2022-03-31 13F S&P GLOBAL COM 78409V104 42,699 -345 -0.80 17,514 -13.78 5.1308
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 43,044 0 0.00 20,314 11.07 5.8201
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 43,044 0 0.00 18,289 3.52 5.4235
2021-08-16 2021-06-30 13F S&P GLOBAL COM 78409V104 43,044 0 0.00 17,667 16.31 5.2684
2021-05-17 2021-03-31 13F S&P GLOBAL COM 78409V104 43,044 -840 -1.91 15,189 5.29 5.2884
2021-02-16 2020-12-31 13F S&P GLOBAL COM 78409V104 43,884 840 1.95 14,426 -7.06 5.2438
2020-11-16 2020-09-30 13F S&P GLOBAL COM 78409V104 43,044 -5,240 -10.85 15,522 -2.43 6.2122
2020-08-14 2020-06-30 13F S&P GLOBAL COM 78409V104 48,284 0 0.00 15,909 34.46 6.2767
2020-05-15 2020-03-31 13F S&P GLOBAL COM 78409V104 48,284 165 0.34 11,832 -9.95 6.2839
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 48,119 0 0.00 13,139 11.46 4.6106
2019-11-14 2019-09-30 13F S&P GLOBAL COM 78409V104 48,119 97 0.20 11,788 7.76 5.1662
2019-08-14 2019-06-30 13F S&P GLOBAL COM 78409V104 48,022 0 0.00 10,939 8.19 4.9635
2019-05-15 2019-03-31 13F S&P GLOBAL COM 78409V104 48,022 355 0.74 10,111 24.81 4.8633
2019-02-14 2018-12-31 13F S&P GLOBAL COM 78409V104 47,667 47,667 8,101 4.6560
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.