S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionCX Institutional
Latest Disclosed Ownership18,081 shares
Latest Disclosed Value $ 7,691
CX Institutional reports 21.24% increase in ownership of SPGI / S&P Global Inc.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 18,081 shares of S&P Global Inc. (MX:SPGI) valued at $7,691 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 14,913 shares of S&P Global Inc.. This represents a change in shares of 21.24% 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)
2026-04-06 2026-03-31 13F S&P GLOBAL COM 78409V104 18,081 3,168 21.24 8 0.00 0.2346
2026-02-02 2025-12-31 13F S&P GLOBAL COM 78409V104 14,913 448 3.10 8 0.00 0.2325
2025-10-23 2025-09-30 13F S&P GLOBAL COM 78409V104 14,465 2,560 21.50 7 16.67 0.2137
2025-07-16 2025-06-30 13F/A-1 S&P GLOBAL COM 78409V104 11,905 713 6.37 6 20.00 0.2189
2025-07-11 2025-06-30 13F S&P GLOBAL COM 78409V104 11,905 713 6 0.2179
2025-04-15 2025-03-31 13F S&P GLOBAL COM 78409V104 11,192 9,385 519.37 6 -99.44 0.2146
2025-01-21 2024-12-31 13F S&P GLOBAL COM 78409V104 1,807 -19 -1.04 900 -4.56 0.0357
2024-10-11 2024-09-30 13F S&P GLOBAL COM 78409V104 1,826 16 0.88 943 16.85 0.0419
2024-07-11 2024-06-30 13F S&P GLOBAL COM 78409V104 1,810 46 2.61 807 7.60 0.0379
2024-04-15 2024-03-31 13F S&P Global COM 78409V104 1,764 -81 -4.39 751 -7.64 0.0362
2024-01-12 2023-12-31 13F S&P GLOBAL COM 78409V104 1,845 -50 -2.64 813 17.34 0.0435
2023-10-18 2023-09-30 13F S&P Global COM 78409V104 1,895 -13 -0.68 693 -9.54 0.0381
2023-07-26 2023-06-30 13F S&P GLOBAL INC COM COM 78409V104 1,908 696 57.43 765 82.58 0.0396
2023-05-04 2023-03-31 13F S&P GLOBAL COM 78409V104 1,212 121 11.09 420 14.79 0.0223
2023-02-03 2022-12-31 13F S&P GLOBAL INC COM COM 78409V104 1,091 1,091 365 0.0222
2022-11-04 2022-09-30 13F S&P GLOBAL COM 78409V104 0 -606 -100.00 0 -100.00
2022-08-02 2022-06-30 13F S&P GLOBAL COM 78409V104 606 -1,450 -70.53 204 -75.80 0.0154
2022-05-09 2022-03-31 13F S&P GLOBAL COM 78409V104 2,056 -5,089 -71.22 843 -75.00 0.0675
2022-01-18 2021-12-31 13F S&P GLOBAL COM 78409V104 7,145 1,708 31.41 3,372 45.97 0.2681
2021-11-10 2021-09-30 13F S&P GLOBAL COM 78409V104 5,437 -238 -4.19 2,310 -0.82 0.1887
2021-08-04 2021-06-30 13F S&P GLOBAL COM 78409V104 5,675 -184 -3.14 2,329 12.62 0.1913
2021-04-15 2021-03-31 13F S&P GLOBAL COM 78409V104 5,859 5,534 1,702.77 2,068 1,832.71 0.1848
2021-01-12 2020-12-31 13F S&P GLOBAL COM 78409V104 325 107 49.08 107 35.44 0.0103
2020-10-13 2020-09-30 13F S&P GLOBAL COM 78409V104 218 39 21.79 79 33.90 0.0085
2020-08-06 2020-06-30 13F S&P GLOBAL COM 78409V104 179 115 179.69 59 268.75 0.0078
2020-04-29 2020-03-31 13F S&P GLOBAL COM 78409V104 64 -5 -7.25 16 -15.79 0.0026
2020-01-21 2019-12-31 13F S&P GLOBAL COM 78409V104 69 0 0.00 19 11.76 0.0033
2019-10-10 2019-09-30 13F S&P GLOBAL COM 78409V104 69 5 7.81 17 13.33 0.0027
2019-07-17 2019-06-30 13F S&P GLOBAL COM 78409V104 64 10 18.52 15 36.36 0.0024
2019-04-03 2019-03-31 13F S&P GLOBAL COM 78409V104 54 54 11 0.0019
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.