S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionEthic Inc.
Latest Disclosed Ownership43,047 shares
Latest Disclosed Value $ 18,309,683
Ethic Inc. reports 11.40% decrease in ownership of SPGI / S&P Global Inc.

On April 27, 2026 - Ethic Inc. filed a 13F-HR form disclosing ownership of 43,047 shares of S&P Global Inc. (MX:SPGI) valued at $18,309,683 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 48,585 shares of S&P Global Inc.. This represents a change in shares of -11.40% 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)
2026-04-27 2026-03-31 13F S&P GLOBAL COM 78409V104 43,047 -5,538 -11.40 18,310 -27.89 0.2867
2026-02-03 2025-12-31 13F S&P GLOBAL COM 78409V104 48,585 -2,099 -4.14 25,390 2.93 0.3905
2025-10-17 2025-09-30 13F S&P GLOBAL COM 78409V104 50,684 -802 -1.56 24,669 -7.45 0.4059
2025-07-30 2025-06-30 13F S&P GLOBAL COM 78409V104 51,486 655 1.29 26,655 2.66 0.4774
2025-05-13 2025-03-31 13F S&P GLOBAL COM 78409V104 50,831 1,542 3.13 25,963 5.77 0.5260
2025-02-14 2024-12-31 13F S&P GLOBAL COM 78409V104 49,289 5,258 11.94 24,548 31.04 0.4953
2024-11-13 2024-09-30 13F S&P GLOBAL COM 78409V104 44,031 -1,934 -4.21 18,733 -8.62 0.4733
2024-08-13 2024-06-30 13F S&P GLOBAL COM 78409V104 45,965 1,934 4.39 20,501 9.44 0.4808
2024-05-13 2024-03-31 13F S&P GLOBAL COM 78409V104 44,031 6,301 16.70 18,733 12.71 0.4733
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 37,730 8,616 29.59 16,621 56.23 0.4916
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 29,114 1,632 5.94 10,639 -3.44 0.3733
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 27,482 515 1.91 11,017 18.50 0.4085
2023-05-12 2023-03-31 13F S&P GLOBAL COM 78409V104 26,967 9,307 52.70 9,297 57.18 0.3772
2023-02-14 2022-12-31 13F S&P GLOBAL COM 78409V104 17,660 1,893 12.01 5,915 22.87 0.3195
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 15,767 55 0.35 4,814 -9.10 0.3268
2022-08-10 2022-06-30 13F S&P GLOBAL COM 78409V104 15,712 -9,877 -38.60 5,296 -49.54 0.3691
2022-05-16 2022-03-31 13F S&P GLOBAL COM 78409V104 25,589 12,004 88.36 10,496 63.72 0.7245
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 13,585 2,117 18.46 6,411 31.59 0.4943
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 11,468 2,660 30.20 4,872 34.77 0.4986
2021-08-10 2021-06-30 13F S&P GLOBAL COM 78409V104 8,808 2,236 34.02 3,615 55.89 0.4382
2021-05-13 2021-03-31 13F S&P GLOBAL COM 78409V104 6,572 1,779 37.12 2,319 47.14 0.4134
2021-02-10 2020-12-31 13F S&P GLOBAL COM 78409V104 4,793 464 10.72 1,576 0.96 0.4166
2020-10-27 2020-09-30 13F S&P GLOBAL COM 78409V104 4,329 -40 -0.92 1,561 8.40 0.5969
2020-08-12 2020-06-30 13F S&P GLOBAL COM 78409V104 4,369 64 1.49 1,440 36.49 0.8194
2020-05-15 2020-03-31 13F S&P GLOBAL COM 78409V104 4,305 547 14.56 1,055 2.83 0.8808
2020-05-22 2019-12-31 13F/A-1 S&P GLOBAL COM 78409V104 3,758 3,758 1,026 0.7824
2020-02-13 2019-12-31 13F S&P GLOBAL COM 78409V104 3,432 937 0.8076
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.