S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionHartland & Co., LLC
Latest Disclosed Ownership12,436 shares
Latest Disclosed Value $ 5,289,871
Hartland & Co., LLC reports 4.87% decrease in ownership of SPGI / S&P Global Inc.

On May 6, 2026 - Hartland & Co., LLC filed a 13F-HR form disclosing ownership of 12,436 shares of S&P Global Inc. (MX:SPGI) valued at $5,289,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 13,072 shares of S&P Global Inc.. This represents a change in shares of -4.87% 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)
2026-05-06 2026-03-31 13F S&P GLOBAL COM 78409V104 12,436 -636 -4.87 5,290 -22.57 0.0483
2026-02-09 2025-12-31 13F S&P GLOBAL COM 78409V104 13,072 166 1.29 6,831 8.76 0.0861
2025-11-10 2025-09-30 13F S&P GLOBAL COM 78409V104 12,906 -3,739 -22.46 6,282 -28.43 0.0824
2025-08-08 2025-06-30 13F S&P GLOBAL COM 78409V104 16,645 839 5.31 8,777 9.29 0.1233
2025-05-13 2025-03-31 13F S&P GLOBAL COM 78409V104 15,806 3,193 25.32 8,031 27.85 0.1246
2025-02-10 2024-12-31 13F S&P GLOBAL COM 78409V104 12,613 -88 -0.69 6,282 -4.27 0.0953
2024-11-13 2024-09-30 13F S&P GLOBAL COM 78409V104 12,701 3,438 37.12 6,562 58.82 0.1018
2024-08-12 2024-06-30 13F S&P GLOBAL COM 78409V104 9,263 2,020 27.89 4,131 33.30 0.0705
2024-05-14 2024-03-31 13F S&P GLOBAL COM 78409V104 7,243 24 0.33 3,100 -2.55 0.1535
2024-02-12 2023-12-31 13F S&P GLOBAL COM 78409V104 7,219 394 5.77 3,180 27.51 0.1688
2023-11-13 2023-09-30 13F/A-1 S&P GLOBAL COM 78409V104 6,825 17 0.25 2,494 -8.61 0.1532
2023-11-07 2023-09-30 13F S&P GLOBAL COM 78409V104 6,825 17 2,494 0.1372
2023-08-07 2023-06-30 13F S&P GLOBAL COM 78409V104 6,808 866 14.57 2,729 33.25 0.1654
2023-05-09 2023-03-31 13F S&P GLOBAL COM 78409V104 5,942 52 0.88 2,049 3.85 0.1491
2023-02-14 2022-12-31 13F S&P GLOBAL COM 78409V104 5,890 -85 -1.42 1,973 8.11 0.1545
2022-11-15 2022-09-30 13F S&P GLOBAL COM 78409V104 5,975 43 0.72 1,824 -8.75 0.1680
2022-08-12 2022-06-30 13F S&P GLOBAL COM 78409V104 5,932 0 0.00 1,999 -17.84 0.1558
2022-05-04 2022-03-31 13F S&P GLOBAL COM 78409V104 5,932 373 6.71 2,433 -7.24 0.1651
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 5,559 -514 -8.46 2,623 1.67 0.1784
2021-11-12 2021-09-30 13F S&P GLOBAL COM 78409V104 6,073 16 0.26 2,580 3.78 0.1925
2021-08-12 2021-06-30 13F S&P GLOBAL COM 78409V104 6,057 1,331 28.16 2,486 49.04 0.1913
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 4,726 6 0.13 1,668 7.47 0.1390
2021-02-11 2020-12-31 13F S&P GLOBAL COM 78409V104 4,720 0 0.00 1,552 -8.81 0.1411
2020-11-12 2020-09-30 13F S&P GLOBAL COM 78409V104 4,720 0 0.00 1,702 9.45 0.1824
2020-08-11 2020-06-30 13F S&P GLOBAL COM 78409V104 4,720 0 0.00 1,555 34.40 0.1798
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 4,720 -780 -14.18 1,157 -22.97 0.1685
2020-02-11 2019-12-31 13F S&P GLOBAL COM 78409V104 5,500 2,700 96.43 1,502 118.95 0.1823
2019-11-12 2019-09-30 13F S&P GLOBAL COM 78409V104 2,800 0 0.00 686 7.52 0.0918
2019-08-08 2019-06-30 13F S&P GLOBAL COM 78409V104 2,800 0 0.00 638 8.14 0.0850
2019-05-14 2019-03-31 13F S&P GLOBAL COM 78409V104 2,800 0 0.00 590 23.95 0.0814
2019-02-08 2018-12-31 13F S&P GLOBAL COM 78409V104 2,800 0 0.00 476 -12.98 0.0741
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 2,800 -18 -0.64 547 -4.87 0.0750
2018-08-07 2018-06-30 13F S&P GLOBAL COM 78409V104 2,818 18 0.64 575 7.48 0.0820
2018-05-14 2018-03-31 13F S&P GLOBAL COM 78409V104 2,800 -45 -1.58 535 11.00 0.0775
2018-02-09 2017-12-31 13F S&P GLOBAL COM 78409V104 2,845 45 1.61 482 10.05 0.0653
2017-11-09 2017-09-30 13F S&P GLOBAL COM 78409V104 2,800 0 0.00 438 7.09 0.0570
2017-08-03 2017-06-30 13F S&P GLOBAL COM 78409V104 2,800 0 0.00 409 11.75 0.0597
2017-05-11 2017-03-31 13F S&P GLOBAL COM 78409V104 2,800 -80 -2.78 366 18.06 0.0532
2017-02-10 2016-12-31 13F S&P GLOBAL COM 78409V104 2,880 2,880 310 0.0502
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.