S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership968 shares
Latest Disclosed Value $ 411,565
First Foundation Advisors reports 21.17% decrease in ownership of SPGI / S&P Global Inc.

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 968 shares of S&P Global Inc. (MX:SPGI) valued at $411,565 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,228 shares of S&P Global Inc.. This represents a change in shares of -21.17% 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)
2026-05-04 2026-03-31 13F S&P GLOBAL COM 78409V104 968 -260 -21.17 412 -35.88 0.0149
2026-02-04 2025-12-31 13F S&P GLOBAL COM 78409V104 1,228 -709 -36.60 642 -31.95 0.0242
2025-11-17 2025-09-30 13F S&P GLOBAL COM 78409V104 1,937 -4,263 -68.76 943 -71.18 0.0348
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 6,200 -3,448 -35.74 3,269 -33.33 0.1211
2025-05-08 2025-03-31 13F S&P GLOBAL COM 78409V104 9,648 433 4.70 4,902 6.82 0.1995
2025-02-13 2024-12-31 13F S&P GLOBAL COM 78409V104 9,215 1,045 12.79 4,589 8.74 0.1727
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 8,170 926 12.78 4,221 30.65 0.1590
2024-08-06 2024-06-30 13F S&P GLOBAL COM 78409V104 7,244 508 7.54 3,231 12.74 0.1235
2024-05-10 2024-03-31 13F S&P GLOBAL COM 78409V104 6,736 492 7.88 2,866 4.18 0.1147
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 6,244 -2,566 -29.13 2,751 -14.57 0.1253
2023-11-15 2023-09-30 13F S&P GLOBAL COM 78409V104 8,810 428 5.11 3,219 -4.20 0.1504
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 8,382 71 0.85 3,360 17.28 0.1452
2023-05-12 2023-03-31 13F S&P GLOBAL COM 78409V104 8,311 761 10.08 2,866 13.33 0.1318
2023-02-14 2022-12-31 13F S&P GLOBAL COM 78409V104 7,550 -491 -6.11 2,529 2.97 0.1211
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 8,041 -1,491 -15.64 2,455 -23.59 0.1202
2022-08-12 2022-06-30 13F S&P GLOBAL COM 78409V104 9,532 -570 -5.64 3,213 -22.45 0.1419
2022-05-05 2022-03-31 13F S&P GLOBAL COM 78409V104 10,102 1,346 15.37 4,143 0.27 0.1496
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 8,756 636 7.83 4,132 19.77 0.1420
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 8,120 900 12.47 3,450 16.44 0.1288
2021-08-13 2021-06-30 13F S&P GLOBAL COM 78409V104 7,220 -737 -9.26 2,963 5.52 0.1141
2021-05-18 2021-03-31 13F S&P GLOBAL COM 78409V104 7,957 415 5.50 2,808 13.27 0.1204
2021-02-16 2020-12-31 13F S&P GLOBAL COM 78409V104 7,542 1,077 16.66 2,479 6.35 0.1099
2020-11-12 2020-09-30 13F S&P Global COM 78409V104 6,465 424 7.02 2,331 17.14 0.1082
2020-08-14 2020-06-30 13F S&P Global COM 78409V104 6,041 -1,099 -15.39 1,990 13.71 0.1026
2020-05-11 2020-03-31 13F S&P Global COM 78409V104 7,140 210 3.03 1,750 -7.51 0.1072
2020-02-11 2019-12-31 13F S&P Global COM 78409V104 6,930 0 0.00 1,892 11.43 0.0936
2019-11-12 2019-09-30 13F S&P Global COM 78409V104 6,930 -105 -1.49 1,698 5.93 0.0906
2019-08-14 2019-06-30 13F S&P Global COM 78409V104 7,035 38 0.54 1,603 8.83 0.0898
2019-05-13 2019-03-31 13F S&P Global COM 78409V104 6,997 473 7.25 1,473 32.82 0.0873
2019-02-14 2018-12-31 13F S&P Global COM 78409V104 6,524 5,106 360.08 1,109 300.36 0.0700
2018-11-13 2018-09-30 13F S&P Global COM 78409V104 1,418 35 2.53 277 -1.77 0.0153
2018-08-14 2018-06-30 13F S&P Global COM 78409V104 1,383 139 11.17 282 18.49 0.0166
2018-05-15 2018-03-31 13F S&P Global COM 78409V104 1,244 1,244 238 0.0133
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.