S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership132,133 shares
Latest Disclosed Value $ 56,201,297
EP Wealth Advisors, Inc. reports 2.47% increase in ownership of SPGI / S&P Global Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 132,133 shares of S&P Global Inc. (MX:SPGI) valued at $56,201,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 128,951 shares of S&P Global Inc.. This represents a change in shares of 2.47% 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 132,133 3,182 2.47 56,201 -16.60 0.2761
2026-02-18 2025-12-31 13F S&P GLOBAL COM 78409V104 128,951 6,675 5.46 67,388 4.52 0.3501
2025-08-14 2025-06-30 13F S&P Global COM 78409V104 122,276 12,531 11.42 64,475 15.63 0.4237
2025-05-15 2025-03-31 13F S&P GLOBAL COM 78409V104 109,745 998 0.92 55,761 2.96 0.4454
2025-02-14 2024-12-31 13F S&P GLOBAL COM 78409V104 108,747 -1,040 -0.95 54,159 -4.51 0.4420
2024-11-15 2024-09-30 13F S&P GLOBAL COM 78409V104 109,787 3,877 3.66 56,718 20.08 0.4875
2024-08-19 2024-06-30 13F S&P Global COM 78409V104 105,910 3,833 3.76 47,236 8.77 0.5018
2024-05-14 2024-03-31 13F S&P GLOBAL COM 78409V104 102,077 2,897 2.92 43,428 -0.60 0.5076
2024-02-28 2023-12-31 13F S&P Global COM 78409V104 99,180 1,888 1.94 43,691 22.89 0.5573
2023-11-24 2023-09-30 13F S&P GLOBAL COM 78409V104 97,292 31,821 48.60 35,552 -7.63 0.5515
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 65,471 55,747 573.29 38,486 11,527.19 0.5548
2023-06-05 2023-03-31 13F S&P GLOBAL COM 78409V104 9,724 -76,901 -88.77 332 -98.86 0.0057
2023-06-12 2022-12-31 13F S&P GLOBAL COM 78409V104 86,625 4,575 5.58 29,014 15.81 0.5228
2022-12-02 2022-09-30 13F S&P GLOBAL COM 78409V104 82,050 3,358 4.27 25,054 -5.54 0.5682
2022-08-11 2022-06-30 13F S&P GLOBAL COM 78409V104 78,692 4,144 5.56 26,524 -13.26 0.5974
2022-05-20 2022-03-31 13F S&P GLOBAL COM 78409V104 74,548 4,065 5.77 30,578 -8.07 0.6713
2022-02-17 2021-12-31 13F S&P GLOBAL COM 78409V104 70,483 1,147 1.65 33,263 12.91 0.7862
2021-11-23 2021-09-30 13F/A-1 S&P GLOBAL COM 78409V104 69,336 3,284 4.97 29,460 8.66 0.8078
2021-11-16 2021-09-30 13F S&P GLOBAL COM 78409V104 8,244 -57,808 29,460 0.8078
2021-08-24 2021-06-30 13F S&P GLOBAL COM 78409V104 66,052 4,707 7.67 27,111 25.24 0.7516
2021-05-17 2021-03-31 13F S&P GLOBAL COM 78409V104 61,345 6,120 11.08 21,647 19.24 0.6882
2021-02-18 2020-12-31 13F S&P GLOBAL COM 78409V104 55,225 3,144 6.04 18,154 -3.33 0.6383
2020-11-17 2020-09-30 13F S&P GLOBAL COM 78409V104 52,081 -661 -1.25 18,780 8.07 0.8081
2020-08-14 2020-06-30 13F S&P GLOBAL COM 78409V104 52,742 -1,888 -3.46 17,377 29.81 0.7420
2020-05-18 2020-03-31 13F S&P GLOBAL COM 78409V104 54,630 -956 -1.72 13,387 -11.80 0.6551
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 55,586 -822 -1.46 15,178 9.83 0.6250
2019-11-18 2019-09-30 13F S&P GLOBAL COM 78409V104 56,408 -2,151 -3.67 13,819 3.60 0.6853
2019-08-27 2019-06-30 13F S&P GLOBAL COM 78409V104 58,559 -1,540 -2.56 13,339 5.41 0.8333
2019-05-20 2019-03-31 13F S&P GLOBAL COM 78409V104 60,099 1,037 1.76 12,654 26.07 1.2167
2019-02-15 2018-12-31 13F S&P GLOBAL COM 78409V104 59,062 3,157 5.65 10,037 -8.11 0.7742
2018-11-15 2018-09-30 13F S&P GLOBAL COM 78409V104 55,905 -327 -0.58 10,923 -4.73 0.8534
2018-08-14 2018-06-30 13F S&P GLOBAL COM 78409V104 56,232 -2,233 -3.82 11,465 2.64 1.0818
2018-05-15 2018-03-31 13F S&P GLOBAL COM 78409V104 58,465 -648 -1.10 11,170 11.54 1.0796
2018-02-15 2017-12-31 13F S&P GLOBAL COM 78409V104 59,113 1,538 2.67 10,014 11.27 1.0566
2017-11-15 2017-09-30 13F S&P GLOBAL COM 78409V104 57,575 1,970 3.54 9,000 10.86 1.0394
2017-08-17 2017-06-30 13F S&P GLOBAL COM 78409V104 55,605 2,224 4.17 8,118 16.32 0.9950
2017-05-15 2017-03-31 13F S&P GLOBAL COM 78409V104 53,381 53,381 6,979 0.9626
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.