S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionFulcrum Capital LLC
Latest Disclosed Ownership25,307 shares
Latest Disclosed Value $ 10,764,079
Fulcrum Capital LLC reports 16.48% increase in ownership of SPGI / S&P Global Inc.

On April 30, 2026 - Fulcrum Capital LLC filed a 13F-HR form disclosing ownership of 25,307 shares of S&P Global Inc. (MX:SPGI) valued at $10,764,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 21,726 shares of S&P Global Inc.. This represents a change in shares of 16.48% 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)
2026-04-30 2026-03-31 13F S&P GLOBAL COM 78409V104 25,307 3,581 16.48 10,764 -5.19 2.3368
2026-01-15 2025-12-31 13F S&P GLOBAL COM 78409V104 21,726 999 4.82 11,354 12.54 2.2801
2025-10-28 2025-09-30 13F S&P GLOBAL COM 78409V104 20,727 -252 -1.20 10,088 -8.80 2.0684
2025-07-24 2025-06-30 13F S&P GLOBAL COM 78409V104 20,979 33 0.16 11,062 3.95 2.3398
2025-04-08 2025-03-31 13F S&P GLOBAL COM 78409V104 20,946 -279 -1.31 10,643 0.68 2.3594
2025-01-13 2024-12-31 13F S&P GLOBAL COM 78409V104 21,225 77 0.36 10,571 -3.25 2.2135
2024-10-22 2024-09-30 13F S&P GLOBAL COM 78409V104 21,148 -497 -2.30 10,925 13.18 2.3797
2024-07-22 2024-06-30 13F S&P GLOBAL COM 78409V104 21,645 435 2.05 9,654 6.98 2.1981
2024-04-17 2024-03-31 13F S&P GLOBAL COM 78409V104 21,210 597 2.90 9,024 -0.63 2.1416
2024-01-10 2023-12-31 13F S&P GLOBAL COM 78409V104 20,613 -1,225 -5.61 9,080 13.80 2.3481
2023-10-13 2023-09-30 13F S&P GLOBAL COM 78409V104 21,838 -298 -1.35 7,980 -10.09 2.3164
2023-07-27 2023-06-30 13F S&P GLOBAL COM 78409V104 22,136 -405 -1.80 8,874 14.19 2.3337
2023-05-11 2023-03-31 13F S&P GLOBAL COM 78409V104 22,541 -115 -0.51 7,771 2.41 2.0921
2023-01-24 2022-12-31 13F S&P GLOBAL COM 78409V104 22,656 375 1.68 7,588 11.52 2.1929
2022-10-17 2022-09-30 13F S&P GLOBAL COM 78409V104 22,281 -602 -2.63 6,804 -11.79 2.0209
2022-08-03 2022-06-30 13F S&P GLOBAL COM 78409V104 22,883 1,854 8.82 7,713 -22.28 2.4242
2022-01-25 2021-12-31 13F S&P GLOBAL COM 78409V104 21,029 567 2.77 9,924 14.15 2.1520
2021-10-21 2021-09-30 13F S&P GLOBAL COM 78409V104 20,462 467 2.34 8,694 5.93 2.0800
2021-07-30 2021-06-30 13F S&P GLOBAL COM 78409V104 19,995 -190 -0.94 8,207 15.22 2.0590
2021-04-12 2021-03-31 13F S&P GLOBAL COM 78409V104 20,185 324 1.63 7,123 9.10 2.0428
2021-02-09 2020-12-31 13F S&P GLOBAL COM 78409V104 19,861 668 3.48 6,529 -5.66 1.9529
2020-10-21 2020-09-30 13F S&P GLOBAL COM 78409V104 19,193 -3,087 -13.86 6,921 -5.72 2.5033
2020-07-27 2020-06-30 13F S&P GLOBAL COM 78409V104 22,280 -1,226 -5.22 7,341 27.45 2.7821
2020-05-01 2020-03-31 13F S&P GLOBAL COM 78409V104 23,506 -617 -2.56 5,760 -12.56 2.6147
2020-02-03 2019-12-31 13F S&P GLOBAL COM 78409V104 24,123 982 4.24 6,587 16.19 2.0397
2019-11-01 2019-09-30 13F/A-1 S&Pglobal Inc Com COM 78409V104 23,141 23,141 5,669 1.9359
2019-10-31 2019-09-30 13F S&Pglobal Inc Com COM 78409V104 23,141 23,141 17 0.0060
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.