S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership35,919 shares
Latest Disclosed Value $ 15,277,632
First Trust Advisors Lp reports 32.90% decrease in ownership of SPGI / S&P Global Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 35,919 shares of S&P Global Inc. (MX:SPGI) valued at $15,277,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 53,533 shares of S&P Global Inc.. This represents a change in shares of -32.90% 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)
2026-05-13 2026-03-31 13F S&P GLOBAL COM 78409V104 35,919 -17,614 -32.90 15,278 -45.39 0.0109
2026-02-13 2025-12-31 13F S&P GLOBAL COM 78409V104 53,533 3,472 6.94 27,976 14.82 0.0203
2025-11-12 2025-09-30 13F S&P GLOBAL COM 78409V104 50,061 -178 -0.35 24,365 -8.02 0.0181
2025-08-13 2025-06-30 13F S&P GLOBAL COM 78409V104 50,239 3,983 8.61 26,490 12.71 0.0213
2025-05-14 2025-03-31 13F S&P GLOBAL COM 78409V104 46,256 -60,150 -56.53 23,503 -55.65 0.0208
2025-02-13 2024-12-31 13F S&P GLOBAL COM 78409V104 106,406 83,070 355.97 52,993 339.59 0.0467
2024-11-13 2024-09-30 13F S&P GLOBAL COM 78409V104 23,336 4,223 22.09 12,056 41.42 0.0115
2024-08-13 2024-06-30 13F S&P GLOBAL COM 78409V104 19,113 -23,304 -54.94 8,524 -52.77 0.0087
2024-05-13 2024-03-31 13F S&P GLOBAL COM 78409V104 42,417 19,397 84.26 18,046 77.97 0.0183
2024-02-13 2023-12-31 13F S&P GLOBAL COM 78409V104 23,020 -33,687 -59.41 10,141 -51.06 0.0111
2023-11-13 2023-09-30 13F S&P GLOBAL COM 78409V104 56,707 49,651 703.67 20,721 632.71 0.0246
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 7,056 -11,027 -60.98 2,829 -54.64 0.0032
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 18,083 -551,273 -96.82 6,234 -96.73 0.0072
2023-02-09 2022-12-31 13F S&P GLOBAL COM 78409V104 569,356 106,623 23.04 190,715 34.98 0.2268
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 462,733 9,035 1.99 141,295 -7.60 0.1832
2022-08-12 2022-06-30 13F S&P GLOBAL COM 78409V104 453,698 -197 -0.04 152,924 -17.86 0.1888
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 453,895 35,384 8.45 186,179 -5.74 0.1904
2022-02-08 2021-12-31 13F S&P GLOBAL COM 78409V104 418,511 -13,103 -3.04 197,508 7.70 0.1921
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 431,614 -1,764 -0.41 183,388 3.10 0.1972
2021-10-12 2021-06-30 13F/A-1 S&P GLOBAL COM 78409V104 433,378 433,378 177,880 0.1925
2021-08-16 2021-06-30 13F S&P GLOBAL COM 78409V104 441,049 441,049 181,029 0.1874
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 0 -42,985 -100.00 0 -100.00
2021-02-02 2020-12-31 13F S&P GLOBAL COM 78409V104 42,985 -12,743 -22.87 14,130 -29.69 0.0187
2020-11-05 2020-09-30 13F S&P GLOBAL COM 78409V104 55,728 -18,636 -25.06 20,096 -17.98 0.0322
2020-07-22 2020-06-30 13F S&P GLOBAL COM 78409V104 74,364 -257,308 -77.58 24,501 -69.85 0.0425
2020-05-06 2020-03-31 13F S&P GLOBAL COM 78409V104 331,672 8,578 2.65 81,276 -7.87 0.1841
2020-02-03 2019-12-31 13F S&P GLOBAL COM 78409V104 323,094 42,867 15.30 88,221 28.51 0.1507
2019-11-04 2019-09-30 13F S&P GLOBAL COM 78409V104 280,227 21,143 8.16 68,650 16.32 0.1293
2019-07-30 2019-06-30 13F S&P GLOBAL COM 78409V104 259,084 39,166 17.81 59,017 27.46 0.1113
2019-06-19 2019-03-31 13F/A-1 S&P GLOBAL COM 78409V104 219,918 59,216 36.85 46,304 69.55 0.0921
2019-05-09 2019-03-31 13F S&P GLOBAL COM 78409V104 219,918 59,216 46,304
2019-02-07 2018-12-31 13F S&P GLOBAL COM 78409V104 160,702 -27,632 -14.67 27,310 -25.79 0.0648
2018-10-25 2018-09-30 13F S&P GLOBAL COM 78409V104 188,334 -1,805 -0.95 36,799 -5.08 0.0685
2018-08-02 2018-06-30 13F S&P GLOBAL COM 78409V104 190,139 15,064 8.60 38,767 15.90 0.0804
2018-04-23 2018-03-31 13F S&P GLOBAL COM 78409V104 175,075 34,704 24.72 33,450 40.67 0.0768
2018-02-08 2017-12-31 13F S&P GLOBAL COM 78409V104 140,371 -57,209 -28.95 23,779 -23.01 0.0566
2017-10-24 2017-09-30 13F S&P GLOBAL COM 78409V104 197,580 37,936 23.76 30,884 32.52 0.0794
2017-08-02 2017-06-30 13F S&P GLOBAL COM 78409V104 159,644 75,293 89.26 23,306 111.33 0.0622
2017-05-02 2017-03-31 13F S&P GLOBAL COM 78409V104 84,351 -127,873 -60.25 11,028 -51.68 0.0306
2017-02-06 2016-12-31 13F S&P GLOBAL COM 78409V104 212,224 130,057 158.28 22,823 119.47 0.0679
2016-11-01 2016-09-30 13F S&P GLOBAL COM 78409V104 82,167 28,627 53.47 10,399 81.07 0.0310
2016-08-04 2016-06-30 13F S&P GLOBAL COM 78409V104 53,540 -47,930 -47.24 5,743 -42.82 0.0181
2016-05-10 2016-03-31 13F MCGRAW HILL FINL COM 580645109 101,470 78,952 350.62 10,044 352.43 0.0323
2016-05-04 2015-12-31 13F/A-1 MCGRAW HILL FINL COM 580645109 22,518 -98,858 -81.45 2,220 -78.86 0.0058
2016-02-03 2015-12-31 13F MCGRAW HILL FINL COM 580645109 22,518 2,220
2015-11-05 2015-09-30 13F MCGRAW HILL FINL COM 580645109 121,376 -47,538 -28.14 10,499 -38.12 0.0304
2015-08-04 2015-06-30 13F MCGRAW HILL FINL COM 580645109 168,914 131,277 348.80 16,967 335.95 0.0440
2015-05-04 2015-03-31 13F MCGRAW HILL FINL COM 580645109 37,637 -116,512 -75.58 3,892 -71.62 0.0114
2015-02-13 2014-12-31 13F MCGRAW HILL FINL COM 580645109 154,149 -50,924 -24.83 13,716 -20.80 0.0463
2014-11-12 2014-09-30 13F MCGRAW HILL FINL COM 580645109 205,073 106,159 107.32 17,318 110.86 0.0681
2014-08-11 2014-06-30 13F MCGRAW HILL FINL COM 580645109 98,914 -9,157 -8.47 8,213 -0.40 0.0341
2014-05-12 2014-03-31 13F MCGRAW HILL FINL COM 580645109 108,071 48,928 82.73 8,246 78.29 0.0362
2014-08-08 2013-12-31 13F/A-1 MCGRAW HILL FINL COM 580645109 59,143 59,143 4,625 0.0224
2014-02-13 2013-12-31 13F MCGRAW HILL FINL COM 580645109 59,143 4,625 0.0207
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.