S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionJames Hambro & Partners
Latest Disclosed Ownership179,842 shares
Latest Disclosed Value $ 76,486,802
James Hambro & Partners reports 11.09% decrease in ownership of SPGI / S&P Global Inc.

On April 22, 2026 - James Hambro & Partners filed a 13F-HR form disclosing ownership of 179,842 shares of S&P Global Inc. (MX:SPGI) valued at $76,486,802 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 202,269 shares of S&P Global Inc.. This represents a change in shares of -11.09% 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)
2026-04-22 2026-03-31 13F S&P GLOBAL COM 78409V104 179,842 -22,427 -11.09 76,487 -27.65 2.9988
2026-01-15 2025-12-31 13F S&P GLOBAL COM 78409V104 202,269 -30,443 -13.08 105,714 -6.65 3.7769
2025-10-15 2025-09-30 13F S&P GLOBAL COM 78409V104 232,712 1,350 0.58 113,246 -7.15 4.0241
2025-07-17 2025-06-30 13F S&P GLOBAL COM 78409V104 231,362 8,164 3.66 121,965 7.51 4.8240
2025-04-17 2025-03-31 13F S&P GLOBAL COM 78409V104 223,198 6,169 2.84 113,444 4.87 4.7318
2025-01-22 2024-12-31 13F S&P GLOBAL COM 78409V104 217,029 1,899 0.88 108,173 -2.66 4.2689
2024-10-21 2024-09-30 13F S&P GLOBAL COM 78409V104 215,130 2,833 1.33 111,131 17.32 4.6351
2024-07-16 2024-06-30 13F S&P GLOBAL COM 78409V104 212,297 12,973 6.51 94,726 11.85 4.4023
2024-04-26 2024-03-31 13F S&P GLOBAL COM 78409V104 199,324 11,362 6.04 84,692 2.25 3.9649
2024-01-19 2023-12-31 13F S&P GLOBAL COM 78409V104 187,962 12,787 7.30 82,833 29.36 4.4099
2023-10-24 2023-09-30 13F S&P GLOBAL COM 78409V104 175,175 3,499 2.04 64,032 -6.96 4.1481
2023-07-20 2023-06-30 13F S&P GLOBAL COM 78409V104 171,676 5,620 3.38 68,824 20.29 4.5399
2023-04-21 2023-03-31 13F S&P GLOBAL COM 78409V104 166,056 5,888 3.68 57,218 6.66 4.1825
2023-02-02 2022-12-31 13F/A-1 S&P GLOBAL COM 78409V104 160,168 1,105 0.69 53,643 10.24 4.0962
2023-01-25 2022-12-31 13F S&P GLOBAL COM 78409V104 160,168 1,105 53,642 4,096.2913
2022-10-20 2022-09-30 13F S&P GLOBAL COM 78409V104 159,063 -2,480 -1.54 48,658 -10.73 4.2462
2022-07-22 2022-06-30 13F S&P GLOBAL COM 78409V104 161,543 3,922 2.49 54,508 -15.72 4.5436
2022-05-05 2022-03-31 13F S&P GLOBAL COM 78409V104 157,621 2,710 1.75 64,676 -11.52 4.5900
2022-02-01 2021-12-31 13F S&P GLOBAL COM 78409V104 154,911 628 0.41 73,096 11.55 4.9607
2021-11-05 2021-09-30 13F S&P GLOBAL COM 78409V104 154,283 1,629 1.07 65,528 4.62 4.8890
2021-07-20 2021-06-30 13F S&P GLOBAL COM 78409V104 152,654 1,345 0.89 62,635 17.37 4.9608
2021-04-28 2021-03-31 13F S&P GLOBAL COM 78409V104 151,309 2,396 1.61 53,367 9.13 4.9321
2021-01-14 2020-12-31 13F S&P GLOBAL COM 78409V104 148,913 -1,073 -0.72 48,902 -9.54 5.4839
2020-10-13 2020-09-30 13F S&P GLOBAL COM 78409V104 149,986 2,994 2.04 54,057 11.71 7.6240
2020-07-13 2020-06-30 13F S&P GLOBAL COM 78409V104 146,992 -5,387 -3.54 48,389 29.52 7.4905
2020-04-16 2020-03-31 13F S&P GLOBAL COM 78409V104 152,379 -6,065 -3.83 37,361 -13.61 7.3162
2020-02-04 2019-12-31 13F S&P GLOBAL COM 78409V104 158,444 8,105 5.39 43,247 17.46 7.3341
2019-11-04 2019-09-30 13F S&P GLOBAL COM 78409V104 150,339 128,204 579.19 36,819 689.77 7.6131
2019-04-25 2019-03-31 13F S&P GLOBAL COM 78409V104 22,135 7,560 51.87 4,662 88.21 1.4074
2019-01-17 2018-12-31 13F S&P GLOBAL COM 78409V104 14,575 -1,204 -7.63 2,477 -19.66 1.0085
2018-10-18 2018-09-30 13F S&P COM 78409V104 15,779 7,229 84.55 3,083 76.88 1.0719
2018-07-12 2018-06-30 13F S&P Global COM 78409V104 8,550 -2,500 -22.62 1,743 -17.20 0.5779
2018-10-18 2018-03-31 13F/A-1 S&P Global COM 78409V104 11,050 1,508 15.80 2,105 30.18 0.8269
2018-04-30 2018-03-31 13F S&P Global S&P Global Inc 78409V104 11,050 11,050 2,109 0.9639
2018-02-13 2017-12-31 13F S&P Global S&P Global Inc 78409V104 9,542 9,542 1,617 0.8106
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.