S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionCsenge Advisory Group
Latest Disclosed Ownership959 shares
Latest Disclosed Value $ 407,964
Csenge Advisory Group reports 11.29% decrease in ownership of SPGI / S&P Global Inc.

On April 30, 2026 - Csenge Advisory Group filed a 13F-HR form disclosing ownership of 959 shares of S&P Global Inc. (MX:SPGI) valued at $407,964 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,081 shares of S&P Global Inc.. This represents a change in shares of -11.29% 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)
2026-04-30 2026-03-31 13F S&P GLOBAL COM 78409V104 959 -122 -11.29 408 -27.84 0.0187
2026-02-06 2025-12-31 13F S&P GLOBAL COM 78409V104 1,081 -418 -27.89 565 -22.63 0.0256
2025-10-28 2025-09-30 13F S&P GLOBAL COM 78409V104 1,499 -1,164 -43.71 730 -46.59 0.0348
2025-08-06 2025-06-30 13F S&P GLOBAL COM 78409V104 2,663 -69 -2.53 1,366 7.99 0.0719
2025-05-05 2025-03-31 13F S&P GLOBAL COM 78409V104 2,732 -358 -11.59 1,265 -17.87 0.0717
2025-01-30 2024-12-31 13F S&P GLOBAL COM 78409V104 3,090 -38 -1.21 1,539 -5.70 0.0836
2024-11-13 2024-09-30 13F S&P GLOBAL COM 78409V104 3,128 -178 -5.38 1,633 10.72 0.0851
2024-07-10 2024-06-30 13F S&P GLOBAL COM 78409V104 3,306 96 2.99 1,475 7.99 0.0837
2024-05-03 2024-03-31 13F S&P GLOBAL COM 78409V104 3,210 -128 -3.83 1,366 -7.14 0.0765
2024-02-13 2023-12-31 13F S&P GLOBAL COM 78409V104 3,338 206 6.58 1,470 28.50 0.0916
2023-11-01 2023-09-30 13F S&P GLOBAL COM 78409V104 3,132 67 2.19 1,145 -6.84 0.0780
2023-07-20 2023-06-30 13F S&P GLOBAL COM 78409V104 3,065 373 13.86 1,229 32.33 0.0824
2023-05-01 2023-03-31 13F S&P GLOBAL COM 78409V104 2,692 390 16.94 928 20.36 0.0670
2023-02-10 2022-12-31 13F S&P GLOBAL COM 78409V104 2,302 337 17.15 771 0.0597
2022-10-04 2022-09-30 13F S&P GLOBAL COM 78409V104 1,965 766 63.89 1 0.0498
2022-07-27 2022-06-30 13F SP GLOBAL COM 78409V104 1,199 -9 -0.75 0 0.0338
2022-05-09 2022-03-31 13F SP GLOBAL COM 78409V104 1,208 338 38.85 0 0.0393
2022-02-10 2021-12-31 13F S&P GLOBAL COM 78409V104 870 -201 -18.77 0 0.0319
2021-10-20 2021-09-30 13F S&P GLOBAL COM 78409V104 1,071 201 23.10 0 0.0386
2021-07-21 2021-06-30 13F S&P GLOBAL COM 78409V104 870 870 0 0.0319
2019-02-07 2018-12-31 13F S&P GLOBAL COM 78409V104 0 -60 -100.00 0 -100.00
2018-11-19 2018-09-30 13F S&P GLOBAL COM 78409V104 60 60 10 0.0039
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.