S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionEdgestream Partners, L.P.
Latest Disclosed Ownership14,069 shares
Latest Disclosed Value $ 5,984,108
Edgestream Partners, L.P. reports 729.05% increase in ownership of SPGI / S&P Global Inc.

On May 18, 2026 - Edgestream Partners, L.P. filed a 13F-HR form disclosing ownership of 14,069 shares of S&P Global Inc. (MX:SPGI) valued at $5,984,108 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,697 shares of S&P Global Inc.. This represents a change in shares of 729.05% 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)
2026-05-18 2026-03-31 13F S&P GLOBAL COM 78409V104 14,069 12,372 729.05 5,984 575.40 0.1964
2026-02-13 2025-12-31 13F S&P GLOBAL COM 78409V104 1,697 -715 -29.64 887 -24.47 0.0250
2025-11-12 2025-09-30 13F S&P GLOBAL COM 78409V104 2,412 352 17.09 1,174 8.01 0.0343
2025-08-13 2025-06-30 13F S&P GLOBAL COM 78409V104 2,060 524 34.11 1,086 39.23 0.0302
2025-05-02 2025-03-31 13F S&P GLOBAL COM 78409V104 1,536 -193 -11.16 780 -9.41 0.0265
2025-02-07 2024-12-31 13F S&P GLOBAL COM 78409V104 1,729 1,177 213.22 861 202.11 0.0367
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 552 -1,244 -69.27 285 -64.42 0.0125
2024-08-09 2024-06-30 13F S&P GLOBAL COM 78409V104 1,796 563 45.66 801 52.86 0.0386
2024-05-10 2024-03-31 13F S&P GLOBAL COM 78409V104 1,233 -348 -22.01 525 -24.71 0.0261
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 1,581 -2,441 -60.69 696 -52.62 0.0501
2023-11-15 2023-09-30 13F S&P GLOBAL COM 78409V104 4,022 3,172 373.18 1,470 332.06 0.1171
2023-08-10 2023-06-30 13F S&P GLOBAL COM 78409V104 850 -1,058 -55.45 341 -48.25 0.0308
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 1,908 1,908 658 0.0726
2023-02-13 2022-12-31 13F S&P GLOBAL COM 78409V104 0 -1,691 -100.00 0 -100.00
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 1,691 1,691 516 0.0399
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 0 -1,584 -100.00 0 -100.00
2022-02-15 2021-12-31 13F S&P GLOBAL COM 78409V104 1,584 1,584 748 0.0466
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 0 -2,092 -100.00 0 -100.00
2021-08-10 2021-06-30 13F S&P GLOBAL COM 78409V104 2,092 2,092 859 0.0507
2021-05-06 2021-03-31 13F S&P GLOBAL COM 78409V104 0 -60,436 -100.00 0 -100.00
2021-02-11 2020-12-31 13F S&P GLOBAL COM 78409V104 60,436 24,996 70.53 19,867 55.45 0.9982
2020-11-10 2020-09-30 13F S&P GLOBAL COM 78409V104 35,440 -267 -0.75 12,780 8.63 0.8256
2020-08-11 2020-06-30 13F S&P GLOBAL COM 78409V104 35,707 16,387 84.82 11,765 148.52 0.6185
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 19,320 2,395 14.15 4,734 2.45 0.4376
2020-02-13 2019-12-31 13F S&P GLOBAL COM 78409V104 16,925 16,925 -12.40 4,621 -2.39 0.2400
2019-08-08 2019-06-30 13F S&P GLOBAL COM 78409V104 0 -3,438 -100.00 0 -100.00
2019-05-15 2019-03-31 13F S&P GLOBAL COM 78409V104 3,438 -22,359 -86.67 724 -83.49 0.1062
2019-02-14 2018-12-31 13F S&P GLOBAL COM 78409V104 25,797 -10,356 -28.64 4,384 -37.94 0.7681
2018-11-07 2018-09-30 13F S&P GLOBAL COM 78409V104 36,153 31,959 762.02 7,064 726.20 1.2030
2018-08-09 2018-06-30 13F S&P GLOBAL COM 78409V104 4,194 2,226 113.11 855 127.39 0.1742
2018-05-15 2018-03-31 13F S&P GLOBAL COM 78409V104 1,968 -206 -9.48 376 2.17 0.0738
2018-02-09 2017-12-31 13F S&P GLOBAL COM 78409V104 2,174 -964 -30.72 368 -25.05 0.4401
2017-10-30 2017-09-30 13F S&P GLOBAL COM 78409V104 3,138 3,138 44.34 491 33.42 0.2616
2017-02-14 2016-12-31 13F S&P GLOBAL COM 78409V104 0 -1,636 -100.00 0 -100.00
2016-11-14 2016-09-30 13F S&P GLOBAL COM 78409V104 1,636 1,636 207 0.1140
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.