S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionCumberland Partners Ltd
Latest Disclosed Ownership4,941 shares
Latest Disclosed Value $ 2,101,605
Cumberland Partners Ltd reports 94.70% decrease in ownership of SPGI / S&P Global Inc.

On May 14, 2026 - Cumberland Partners Ltd filed a 13F-HR form disclosing ownership of 4,941 shares of S&P Global Inc. (MX:SPGI) valued at $2,101,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 93,240 shares of S&P Global Inc.. This represents a change in shares of -94.70% 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)
2026-05-14 2026-03-31 13F S&P GLOBAL COM 78409V104 4,941 -88,299 -94.70 2,102 -95.69 0.1595
2026-02-06 2025-12-31 13F S&P GLOBAL COM 78409V104 93,240 -3,006 -3.12 48,726 4.02 2.9844
2025-11-07 2025-09-30 13F S&P GLOBAL COM 78409V104 96,246 -1,856 -1.89 46,844 -9.44 3.0614
2025-08-12 2025-06-30 13F S&P GLOBAL COM 78409V104 98,102 1,102 1.14 51,728 4.96 3.5873
2025-05-09 2025-03-31 13F S&P GLOBAL COM 78409V104 97,000 -1,423 -1.45 49,286 0.55 3.8012
2025-02-03 2024-12-31 13F S&P GLOBAL COM 78409V104 98,423 263 0.27 49,018 -3.34 3.4184
2024-11-05 2024-09-30 13F S&P GLOBAL COM 78409V104 98,160 -819 -0.83 50,711 14.88 3.5204
2024-08-13 2024-06-30 13F S&P GLOBAL COM 78409V104 98,979 -1,965 -1.95 44,145 2.79 3.2103
2024-05-09 2024-03-31 13F S&P GLOBAL COM 78409V104 100,944 5,069 5.29 42,947 17.81 3.1176
2024-02-01 2023-12-31 13F S&P GLOBAL COM 78409V104 95,875 1,633 1.73 36,454 5.86 3.3361
2023-11-08 2023-09-30 13F S&P GLOBAL COM 78409V104 94,242 1,197 1.29 34,437 -7.68 3.3123
2023-08-09 2023-06-30 13F S&P GLOBAL COM 78409V104 93,045 -2,323 -2.44 37,301 13.44 3.4222
2023-05-08 2023-03-31 13F S&P GLOBAL COM 78409V104 95,368 1,711 1.83 32,880 4.82 3.2268
2023-02-06 2022-12-31 13F S&P GLOBAL COM 78409V104 93,657 3,804 4.23 31,369 14.33 3.3057
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 89,853 -3,570 -3.82 27,437 -12.87 2.9135
2022-08-10 2022-06-30 13F S&P Global COM 78409V104 93,423 -3,485 -3.60 31,489 -20.78 3.0048
2022-05-10 2022-03-31 13F S&P Global COM 78409V104 96,908 -842 -0.86 39,750 -13.83 3.0058
2022-02-10 2021-12-31 13F S&P Global COM 78409V104 97,750 29,970 44.22 46,131 60.18 3.2425
2021-11-10 2021-09-30 13F S&P Global COM 78409V104 67,780 3,182 4.93 28,800 8.62 2.3591
2021-08-09 2021-06-30 13F S&P Global COM 78409V104 64,598 -2,092 -3.14 26,514 12.66 2.0796
2021-05-11 2021-03-31 13F S&P Global COM 78409V104 66,690 -1,457 -2.14 23,534 5.05 1.9382
2021-02-11 2020-12-31 13F S&P Global COM 78409V104 68,147 -11,775 -14.73 22,403 -22.27 2.0079
2020-11-03 2020-09-30 13F S&P Global COM 78409V104 79,922 4,376 5.79 28,820 15.78 3.0137
2020-08-04 2020-06-30 13F S&P Global COM 78409V104 75,546 -650 -0.85 24,891 33.31 2.5826
2020-05-13 2020-03-31 13F S&P Global COM 78409V104 76,196 57,984 318.38 18,672 275.54 2.2457
2020-02-07 2019-12-31 13F S&P Global COM 78409V104 18,212 -2,810 -13.37 4,972 -3.46 0.4412
2019-11-13 2019-09-30 13F S&P Global COM 78409V104 21,022 3,125 17.46 5,150 26.32 0.4951
2019-08-08 2019-06-30 13F S&P Global COM 78409V104 17,897 -180 -1.00 4,077 7.12 0.3916
2019-05-15 2019-03-31 13F S & P Global COM 78409V104 18,077 -770 -4.09 3,806 18.83 0.3828
2019-02-12 2018-12-31 13F S & P Global COM 78409V104 18,847 1,510 8.71 3,203 -5.43 0.3618
2018-11-15 2018-09-30 13F S & P Global COM 78409V104 17,337 -1,870 -9.74 3,387 -13.49 0.3233
2018-08-09 2018-06-30 13F S & P Global COM 78409V104 19,207 7,022 57.63 3,915 68.17 0.3940
2018-05-10 2018-03-31 13F S & P Global COM 78409V104 12,185 20 0.16 2,328 12.95 0.3286
2018-02-06 2017-12-31 13F S & P Global COM 78409V104 12,165 12,165 2,061 0.2712
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.