S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionGreenleaf Trust
Latest Disclosed Ownership75,579 shares
Latest Disclosed Value $ 32,146,772
Greenleaf Trust reports 1.38% increase in ownership of SPGI / S&P Global Inc.

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 75,579 shares of S&P Global Inc. (MX:SPGI) valued at $32,146,772 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 74,553 shares of S&P Global Inc.. This represents a change in shares of 1.38% 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)
2026-04-27 2026-03-31 13F S&P Global Com 78409V104 75,579 1,026 1.38 32,147 -17.49 0.1769
2026-01-21 2025-12-31 13F S&P Global Com 78409V104 74,553 -36 -0.05 38,961 7.32 0.3571
2025-10-22 2025-09-30 13F S&P Global Com 78409V104 74,589 676 0.91 36,303 -6.85 0.3300
2025-07-17 2025-06-30 13F S&P Global Com 78409V104 73,913 60 0.08 38,974 3.86 0.3446
2025-04-30 2025-03-31 13F S&P Global Com 78409V104 73,853 1,403 1.94 37,525 4.00 0.3422
2025-01-24 2024-12-31 13F S&P Global COM 78409V104 72,450 -772 -1.05 36,082 -4.61 0.3284
2024-10-22 2024-09-30 13F S&P Global COM 78409V104 73,222 -383 -0.52 37,828 15.23 0.3365
2024-07-22 2024-06-30 13F S&P Global COM 78409V104 73,605 12,828 21.11 32,828 26.96 0.3113
2024-04-29 2024-03-31 13F S&P Global COM 78409V104 60,777 883 1.47 25,858 -2.00 0.2403
2024-01-31 2023-12-31 13F S&P Global COM 78409V104 59,894 648 1.09 26,385 21.87 0.2829
2023-11-09 2023-09-30 13F S&P Global COM 78409V104 59,246 1,271 2.19 21,649 -6.85 0.2497
2023-08-09 2023-06-30 13F S&P Global COM 78409V104 57,975 10,052 20.98 23,242 40.67 0.2471
2023-05-11 2023-03-31 13F S&P Global COM 78409V104 47,923 -71 -0.15 16,522 103,162.50 0.1867
2023-01-25 2022-12-31 13F S&P Global COM 78409V104 47,994 -736 -1.51 16 -99.89 0.2036
2022-11-10 2022-09-30 13F S&P Global COM 78409V104 48,730 -452 -0.92 14,880 -10.24 0.2202
2022-08-12 2022-06-30 13F S&P Global COM 78409V104 49,182 -957 -1.91 16,577 -19.40 0.2509
2022-04-27 2022-03-31 13F S&P Global COM 78409V104 50,139 4,610 10.13 20,566 -4.29 0.2455
2022-02-11 2021-12-31 13F S&P Global COM 78409V104 45,529 337 0.75 21,487 11.90 0.2519
2021-11-12 2021-09-30 13F S&P Global COM 78409V104 45,192 1,051 2.38 19,202 5.98 0.2341
2021-08-10 2021-06-30 13F S&P Global COM 78409V104 44,141 991 2.30 18,118 18.99 0.2246
2021-04-30 2021-03-31 13F S&P Global COM 78409V104 43,150 1,113 2.65 15,226 10.18 0.2012
2021-02-08 2020-12-31 13F S&P Global COM 78409V104 42,037 3,146 8.09 13,819 -1.46 0.1836
2020-10-30 2020-09-30 13F S&P Global COM 78409V104 38,891 419 1.09 14,024 10.63 0.2174
2020-08-12 2020-06-30 13F S&P Global COM 78409V104 38,472 5,374 16.24 12,676 56.28 0.2222
2020-04-29 2020-03-31 13F S&P Global COM 78409V104 33,098 2,477 8.09 8,111 -2.99 0.1612
2020-02-11 2019-12-31 13F S&P Global COM 78409V104 30,621 8,654 39.40 8,361 55.38 0.1310
2019-11-08 2019-09-30 13F S&P Global COM 78409V104 21,967 19,144 678.14 5,381 736.86 0.0836
2019-07-24 2019-06-30 13F S&P Global COM 78409V104 2,823 106 3.90 643 12.41 0.0102
2019-05-08 2019-03-31 13F S&P Global COM 78409V104 2,717 402 17.37 572 45.55 0.0094
2019-02-07 2018-12-31 13F S&P Global COM 78409V104 2,315 2 0.09 393 -13.05 0.0078
2018-10-29 2018-09-30 13F S&P Global COM 78409V104 2,313 -54 -2.28 452 -6.42 0.0082
2018-08-07 2018-06-30 13F S&P Global COM 78409V104 2,367 680 40.31 483 50.00 0.0092
2018-04-30 2018-03-31 13F S&P Global COM 78409V104 1,687 190 12.69 322 26.77 0.0064
2018-02-08 2017-12-31 13F S&P Global COM 78409V104 1,497 1,334 818.40 254 916.00 0.0052
2017-11-13 2017-09-30 13F S&P Global COM 78409V104 163 163 25 0.0005
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.