S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionFiduciary Group LLC
Latest Disclosed Ownership1,037 shares
Latest Disclosed Value $ 441,078
Fiduciary Group LLC reports 0.29% increase in ownership of SPGI / S&P Global Inc.

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 1,037 shares of S&P Global Inc. (MX:SPGI) valued at $441,078 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,034 shares of S&P Global Inc.. This represents a change in shares of 0.29% 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)
2026-05-11 2026-03-31 13F S&P GLOBAL COM 78409V104 1,037 3 0.29 441 -18.33 0.0377
2026-02-12 2025-12-31 13F S&P GLOBAL COM 78409V104 1,034 104 11.18 540 19.47 0.0454
2025-11-12 2025-09-30 13F S&P GLOBAL COM 78409V104 930 19 2.09 453 -5.83 0.0398
2025-08-13 2025-06-30 13F S&P GLOBAL COM 78409V104 911 -18 -1.94 480 1.69 0.0452
2025-04-28 2025-03-31 13F S&P GLOBAL COM 78409V104 929 0 0.00 472 2.16 0.0473
2025-02-11 2024-12-31 13F S&P GLOBAL COM 78409V104 929 0 0.00 463 -3.55 0.0464
2024-11-13 2024-09-30 13F S&P GLOBAL COM 78409V104 929 -16 -1.69 480 13.78 0.0486
2024-08-08 2024-06-30 13F S&P GLOBAL COM 78409V104 945 -5 -0.53 421 4.21 0.0453
2024-05-13 2024-03-31 13F S&P GLOBAL COM 78409V104 950 0 0.00 404 -3.35 0.0440
2024-02-05 2023-12-31 13F S&P GLOBAL COM 78409V104 950 0 0.00 418 20.46 0.0490
2023-11-13 2023-09-30 13F/A-1 S&P GLOBAL COM 78409V104 950 0 0.00 347 -8.68 0.0443
2023-11-13 2023-09-30 13F S&P GLOBAL COM 78409V104 950 0 347 0.0443
2023-07-27 2023-06-30 13F S&P GLOBAL COM 78409V104 950 8 0.85 381 17.28 0.0468
2023-05-15 2023-03-31 13F/A-1 S&P GLOBAL COM 78409V104 942 -13 -1.36 325 1.57 0.0422
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 910 -45 327 0.0420
2023-02-07 2022-12-31 13F S&P GLOBAL COM 78409V104 955 -21 -2.15 320 -5.62 0.0426
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 976 0 0.00 338 -10.34 0.0438
2022-08-12 2022-06-30 13F S&P GLOBAL COM 78409V104 976 133 15.78 377 37.09 0.0471
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 843 15 1.81 275 -29.67 0.0363
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 828 0 0.00 391 1.56 0.0435
2021-10-27 2021-09-30 13F S&P GLOBAL COM 78409V104 828 6 0.73 385 6.65 0.0437
2021-08-05 2021-06-30 13F S&P GLOBAL COM 78409V104 822 0 0.00 361 12.46 0.0418
2021-05-03 2021-03-31 13F S&P GLOBAL COM 78409V104 822 0 0.00 321 15.05 0.0391
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 822 25 3.14 279 -2.79 0.0368
2020-11-12 2020-09-30 13F S&P GLOBAL COM 78409V104 797 0 0.00 287 9.13 0.0434
2020-08-14 2020-06-30 13F S&P GLOBAL COM 78409V104 797 797 263 0.0439
2020-05-11 2020-03-31 13F S&P GLOBAL COM 78409V104 0 -797 -100.00 0 -100.00
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 797 -60 -7.00 218 3.81 0.0348
2019-11-13 2019-09-30 13F S&P GLOBAL COM 78409V104 857 857 210 0.0367
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.