S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionD.B. Root & Company, LLC
Latest Disclosed Ownership579 shares
Latest Disclosed Value $ 246,272
D.B. Root & Company, LLC reports 24.41% decrease in ownership of SPGI / S&P Global Inc.

On May 12, 2026 - D.B. Root & Company, LLC filed a 13F-HR form disclosing ownership of 579 shares of S&P Global Inc. (MX:SPGI) valued at $246,272 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 766 shares of S&P Global Inc.. This represents a change in shares of -24.41% 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)
2026-05-12 2026-03-31 13F S&P GLOBAL COM 78409V104 579 -187 -24.41 246 -38.50 0.0588
2026-02-03 2025-12-31 13F S&P GLOBAL COM 78409V104 766 -89 -10.41 400 -3.85 0.0977
2025-11-06 2025-09-30 13F S&P GLOBAL COM 78409V104 855 -199 -18.88 416 -25.05 0.1056
2025-07-22 2025-06-30 13F S&P GLOBAL COM 78409V104 1,054 593 128.63 556 137.18 0.1641
2025-05-14 2025-03-31 13F S&P GLOBAL COM 78409V104 461 -56 -10.83 234 -8.95 0.0756
2025-01-17 2024-12-31 13F S&P GLOBAL COM 78409V104 517 -27 -4.96 257 -8.54 0.0819
2024-10-31 2024-09-30 13F S&P GLOBAL COM 78409V104 544 -411 -43.04 281 -33.88 0.0926
2024-07-15 2024-06-30 13F S&P GLOBAL COM 78409V104 955 22 2.36 426 7.32 0.1453
2024-04-17 2024-03-31 13F S&P GLOBAL COM 78409V104 933 271 40.94 397 36.08 0.1342
2024-01-16 2023-12-31 13F S&P GLOBAL COM 78409V104 662 23 3.60 292 24.89 0.1057
2023-11-03 2023-09-30 13F S&P GLOBAL COM 78409V104 639 -16 -2.44 233 -11.07 0.0910
2023-07-18 2023-06-30 13F S&P GLOBAL COM 78409V104 655 37 5.99 263 23.00 0.0993
2023-04-18 2023-03-31 13F S&P GLOBAL COM 78409V104 618 -4 -0.64 213 2.40 0.0838
2023-01-27 2022-12-31 13F S&P GLOBAL COM 78409V104 622 -37 -5.61 208 3.48 0.0880
2022-10-26 2022-09-30 13F S&P Global COM 78409V104 659 -4 -0.60 201 -9.87 0.0915
2022-07-21 2022-06-30 13F S&P Global COM 78409V104 663 -16 -2.36 223 -19.78 0.0956
2022-05-06 2022-03-31 13F S&P Global COM 78409V104 679 11 1.65 278 -11.75 0.1035
2022-02-01 2021-12-31 13F S&P Global COM 78409V104 668 -17 -2.48 315 8.25 0.1136
2021-10-22 2021-09-30 13F S&P Global COM 78409V104 685 -178 -20.63 291 -17.80 0.1135
2021-07-28 2021-06-30 13F S&P Global COM 78409V104 863 -42 -4.64 354 10.97 0.1322
2021-05-04 2021-03-31 13F S&P GLOBAL INC COM COM 78409V104 905 3 0.33 319 7.77 0.1254
2021-02-09 2020-12-31 13F S&P GLOBAL INC COM COM 78409V104 902 -93 -9.35 296 -17.32 0.1182
2020-10-22 2020-09-30 13F S&P GLOBAL INC COM COM 78409V104 995 -15 -1.49 358 7.83 0.1437
2020-08-06 2020-06-30 13F S&P GLOBAL INC COM COM 78409V104 1,010 -19 -1.85 332 31.75 0.1442
2020-04-29 2020-03-31 13F S&P GLOBAL INC COM COM 78409V104 1,029 -631 -38.01 252 -44.37 0.1272
2020-01-14 2019-12-31 13F S&P GLOBAL INC COM COM 78409V104 1,660 2 0.12 453 11.58 0.1995
2019-10-28 2019-09-30 13F S&P Global COM 78409V104 1,658 -144 -7.99 406 -0.98 0.1891
2019-07-19 2019-06-30 13F S&P Global COM 78409V104 1,802 -678 -27.34 410 -21.46 0.1817
2019-04-12 2019-03-31 13F S&P Global Stock 78409V104 2,480 2,480 522 0.2228
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.