S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership12,087 shares
Latest Disclosed Value $ 5,141,102
Integrated Wealth Concepts LLC reports 167.89% increase in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 12,087 shares of S&P Global Inc. (MX:SPGI) valued at $5,141,102 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,512 shares of S&P Global Inc.. This represents a change in shares of 167.89% 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)
2026-05-15 2026-03-31 13F S&P GLOBAL Common Stock 78409V104 12,087 7,575 167.89 5,141 118.12 0.0410
2026-02-13 2025-12-31 13F S&P GLOBAL Common Stock 78409V104 4,512 -2,509 -35.74 2,358 -31.00 0.0280
2025-11-14 2025-09-30 13F S&P GLOBAL Common Stock 78409V104 7,021 170 2.48 3,417 -5.43 0.0306
2025-08-14 2025-06-30 13F S&P GLOBAL Common Stock 78409V104 6,851 2,248 48.84 3,612 54.49 0.0362
2025-05-15 2025-03-31 13F S&P GLOBAL Common Stock 78409V104 4,603 275 6.35 2,339 8.49 0.0273
2025-02-14 2024-12-31 13F S&P GLOBAL Common Stock 78409V104 4,328 352 8.85 2,156 4.97 0.0250
2024-11-14 2024-09-30 13F S&P GLOBAL Common Stock 78409V104 3,976 -71 -1.75 2,054 13.74 0.0250
2024-08-14 2024-06-30 13F S&P GLOBAL Common Stock 78409V104 4,047 453 12.60 1,805 17.97 0.0247
2024-05-15 2024-03-31 13F S&P GLOBAL Common Stock 78409V104 3,594 303 9.21 1,530 5.59 0.0222
2024-02-13 2023-12-31 13F S&P GLOBAL Common Stock 78409V104 3,291 -1,868 -36.21 1,450 -23.13 0.0238
2023-11-15 2023-09-30 13F S&P GLOBAL Common Stock 78409V104 5,159 20 0.39 1,885 -8.50 0.0333
2023-08-15 2023-06-30 13F S&P GLOBAL Common Stock 78409V104 5,139 529 11.48 2,060 205,900.00 0.0353
2023-05-03 2023-03-31 13F S&P GLOBAL Common Stock 78409V104 4,610 2,385 107.19 2 0.0328
2023-02-13 2022-12-31 13F S&P GLOBAL Common Stock 78409V104 2,225 49 2.25 1 -100.00 0.0202
2022-11-14 2022-09-30 13F S&P GLOBAL Common Stock 78409V104 2,176 143 7.03 664 -3.07 0.0212
2022-08-08 2022-06-30 13F S&P GLOBAL Common Stock 78409V104 2,033 -789 -27.96 685 -40.80 0.0213
2022-05-12 2022-03-31 13F S&P GLOBAL Common Stock 78409V104 2,822 1,696 150.62 1,157 117.89 0.0354
2022-02-15 2021-12-31 13F S&P GLOBAL Common Stock 78409V104 1,126 182 19.28 531 32.42 0.0158
2021-11-15 2021-09-30 13F S&P GLOBAL Common Stock 78409V104 944 198 26.54 401 31.05 0.0130
2021-08-13 2021-06-30 13F S&P GLOBAL Common Stock 78409V104 746 103 16.02 306 34.80 0.0108
2021-05-13 2021-03-31 13F S&P GLOBAL Common Stock 78409V104 643 -2,501 -79.55 227 -78.05 0.0093
2021-02-12 2020-12-31 13F S&P GLOBAL Common Stock 78409V104 3,144 -7 -0.22 1,034 -8.98 0.0489
2020-11-13 2020-09-30 13F S&P GLOBAL Common Stock 78409V104 3,151 8 0.25 1,136 9.65 0.0700
2020-07-30 2020-06-30 13F S&P GLOBAL Common Stock 78409V104 3,143 427 15.72 1,036 55.79 0.0745
2020-05-18 2020-03-31 13F S&P GLOBAL Common Stock 78409V104 2,716 98 3.74 665 -6.99 0.0614
2020-02-20 2019-12-31 13F S&P GLOBAL Common Stock 78409V104 2,618 16 0.61 715 12.24 0.0603
2019-11-15 2019-09-30 13F S&P GLOBAL Common Stock 78409V104 2,602 2,602 637 0.0716
2019-08-15 2019-06-30 13F S&P GLOBAL Common Stock 78409V104 0 -2,192 -100.00 0 -100.00
2019-05-15 2019-03-31 13F S&P GLOBAL Common Stock 78409V104 2,192 2,192 462 0.0782
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.