S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership2,955 shares
Latest Disclosed Value $ 1,256,880
Evercore Wealth Management, LLC reports 5.59% decrease in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,955 shares of S&P Global Inc. (MX:SPGI) valued at $1,256,880 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,130 shares of S&P Global Inc.. This represents a change in shares of -5.59% 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)
2026-05-15 2026-03-31 13F S&P GLOBAL COM 78409V104 2,955 -175 -5.59 1,257 -23.18 0.0107
2026-02-17 2025-12-31 13F S&P GLOBAL COM 78409V104 3,130 -153 -4.66 1,636 2.38 0.0240
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 3,283 0 0.00 1,598 -7.74 0.0234
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 3,283 4 0.12 1,731 3.90 0.0269
2025-05-15 2025-03-31 13F S&P GLOBAL COM 78409V104 3,279 -325 -9.02 1,666 -7.13 0.0268
2025-02-14 2024-12-31 13F S&P GLOBAL COM 78409V104 3,604 -176 -4.66 1,795 -8.09 0.0269
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 3,780 0 0.00 1,953 15.85 0.0293
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 3,780 -13 -0.34 1,686 4.46 0.0265
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 3,793 -135 -3.44 1,614 -6.76 0.0253
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 3,928 116 3.04 1,730 24.28 0.0290
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 3,812 -50 -1.29 1,393 -10.08 0.0261
2023-08-04 2023-06-30 13F S&P GLOBAL COM 78409V104 3,862 -9 -0.23 1,548 16.04 0.0284
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 3,871 0 0.00 1,335 2.93 0.0266
2023-02-14 2022-12-31 13F S&P GLOBAL COM 78409V104 3,871 30 0.78 1,297 10.49 0.0272
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 3,841 -40 -1.03 1,173 -10.39 0.0265
2022-08-15 2022-06-30 13F S&P GLOBAL COM 78409V104 3,881 0 0.00 1,309 -17.78 0.0276
2022-05-16 2022-03-31 13F S&P GLOBAL COM 78409V104 3,881 553 16.62 1,592 1.34 0.0282
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 3,328 -5 -0.15 1,571 10.95 0.0255
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 3,333 0 0.00 1,416 3.51 0.0256
2021-08-16 2021-06-30 13F S&P GLOBAL COM 78409V104 3,333 -279 -7.72 1,368 7.29 0.0250
2021-05-17 2021-03-31 13F S&P GLOBAL COM 78409V104 3,612 -5,474 -60.25 1,275 -57.32 0.0253
2021-02-16 2020-12-31 13F S&P GLOBAL COM 78409V104 9,086 18 0.20 2,987 -8.65 0.0644
2020-11-16 2020-09-30 13F S&P GLOBAL COM 78409V104 9,068 -51 -0.56 3,270 8.85 0.0800
2020-08-13 2020-06-30 13F S&P GLOBAL COM 78409V104 9,119 10 0.11 3,004 34.59 0.0803
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 9,109 -181 -1.95 2,232 -12.02 0.0736
2020-02-13 2019-12-31 13F S&P GLOBAL COM 78409V104 9,290 -5 -0.05 2,537 11.42 0.0683
2019-11-14 2019-09-30 13F S&P GLOBAL COM 78409V104 9,295 0 0.00 2,277 7.51 0.0668
2019-08-13 2019-06-30 13F S&P GLOBAL COM 78409V104 9,295 -47 -0.50 2,118 7.68 0.0643
2019-05-14 2019-03-31 13F S&P GLOBAL COM 78409V104 9,342 -1,191 -11.31 1,967 9.89 0.0634
2019-02-13 2018-12-31 13F S&P GLOBAL COM 78409V104 10,533 -221 -2.06 1,790 -14.80 0.0676
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 10,754 598 5.89 2,101 1.45 0.0672
2018-08-14 2018-06-30 13F S&P GLOBAL COM 78409V104 10,156 1,767 21.06 2,071 29.20 0.0708
2018-05-14 2018-03-31 13F S&P GLOBAL COM 78409V104 8,389 -5,910 -41.33 1,603 -33.82 0.0612
2018-02-13 2017-12-31 13F S&P GLOBAL COM 78409V104 14,299 -565 -3.80 2,422 4.26 0.0901
2017-11-13 2017-09-30 13F S&P GLOBAL COM 78409V104 14,864 -650 -4.19 2,323 2.56 0.0905
2017-08-11 2017-06-30 13F S&P GLOBAL COM 78409V104 15,514 8,759 129.67 2,265 156.80 0.0875
2017-05-12 2017-03-31 13F S&P GLOBAL COM 78409V104 6,755 -18 -0.27 882 21.15 0.0345
2017-02-08 2016-12-31 13F S&P GLOBAL COM 78409V104 6,773 -33 -0.48 728 -15.55 0.0302
2016-11-10 2016-09-30 13F S&P GLOBAL COM 78409V104 6,806 0 0.00 862 18.08 0.0357
2016-09-20 2016-06-30 13F/A-1 S&P GLOBAL COM 78409V104 6,806 0 0.00 730 8.31 0.0323
2016-08-01 2016-06-30 13F S&P GLOBAL COM 78409V104 6,806 730
2016-05-02 2016-03-31 13F MCGRAW HILL FINL COM 580645109 6,806 91 1.36 674 1.81 0.0298
2016-02-16 2015-12-31 13F MCGRAW HILL FINL COM 580645109 6,715 0 0.00 662 13.94 0.0307
2015-11-16 2015-09-30 13F MCGRAW HILL FINL COM 580645109 6,715 0 0.00 581 -13.93 0.0278
2015-08-06 2015-06-30 13F MCGRAW HILL FINL COM 580645109 6,715 -290 -4.14 675 -6.77 0.0305
2015-05-06 2015-03-31 13F MCGRAW HILL FINL COM 580645109 7,005 -52 -0.74 724 15.29 0.0332
2015-02-13 2014-12-31 13F MCGRAW HILL FINL COM 580645109 7,057 0 0.00 628 5.55 0.0313
2014-11-13 2014-09-30 13F MCGRAW HILL FINL COM 580645109 7,057 0 0.00 595 1.54 0.0298
2014-08-14 2014-06-30 13F MCGRAW HILL FINL COM 580645109 7,057 0 0.00 586 9.12 0.0302
2014-05-15 2014-03-31 13F MCGRAW HILL FINL COM 580645109 7,057 -7,808 -52.53 537 -53.91 0.0301
2014-02-11 2013-12-31 13F MCGRAW HILL FINL COM 580645109 14,865 7,760 109.22 1,165 149.46 0.0640
2013-11-13 2013-09-30 13F MCGRAW HILL FINL COM 580645109 7,105 3,590 102.13 467 147.09 0.0268
2013-08-14 2013-06-30 13F MCGRAW HILL FINL COM 580645109 3,515 3,515 189 0.0107
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.