S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership307,394 shares
Latest Disclosed Value $ 130,746,706
LPL Financial LLC reports 4.01% decrease in ownership of SPGI / S&P Global Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 307,394 shares of S&P Global Inc. (MX:SPGI) valued at $130,746,706 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 320,238 shares of S&P Global Inc.. This represents a change in shares of -4.01% 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.

Upgrade to unlock premium data and export to Excel .

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 307,394 -12,844 -4.01 130,747 -21.87 0.0347
2026-02-11 2025-12-31 13F S&P GLOBAL COM 78409V104 320,238 5,225 1.66 167,353 9.15 0.0457
2025-11-12 2025-09-30 13F S&P GLOBAL COM 78409V104 315,013 17,078 5.73 153,320 -2.41 0.0447
2025-08-12 2025-06-30 13F S&P GLOBAL COM 78409V104 297,935 3,414 1.16 157,098 5.51 0.0524
2025-05-07 2025-03-31 13F S&P GLOBAL COM 78409V104 294,521 24,422 9.04 148,888 10.65 0.0579
2025-02-11 2024-12-31 13F S&P GLOBAL COM 78409V104 270,099 16,761 6.62 134,556 2.81 0.0547
2024-11-08 2024-09-30 13F S&P GLOBAL COM 78409V104 253,338 22,159 9.59 130,880 26.94 0.0583
2024-08-07 2024-06-30 13F S&P GLOBAL COM 78409V104 231,179 11,339 5.16 103,106 10.24 0.0514
2024-05-10 2024-03-31 13F S&P GLOBAL COM 78409V104 219,840 16,544 8.14 93,531 4.44 0.0502
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 203,296 33,192 19.51 89,556 44.05 0.0542
2023-11-13 2023-09-30 13F S&P GLOBAL COM 78409V104 170,104 25,186 17.38 62,170 7.01 0.0435
2023-07-31 2023-06-30 13F S&P GLOBAL COM 78409V104 144,918 19,781 15.81 58,096 34.66 0.0415
2023-05-10 2023-03-31 13F S&P GLOBAL COM 78409V104 125,137 9,623 8.33 43,143 11.48 0.0336
2023-02-07 2022-12-31 13F S&P GLOBAL COM 78409V104 115,514 27,227 30.84 38,700 43.55 0.0331
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 88,287 1,864 2.16 26,958 -7.73 0.0260
2022-08-12 2022-06-30 13F S&P GLOBAL COM 78409V104 86,423 9,705 12.65 29,215 -7.19 0.0278
2022-05-16 2022-03-31 13F S&P GLOBAL COM 78409V104 76,718 34,336 81.02 31,477 57.38 0.0270
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 42,382 4,531 11.97 20,001 24.37 0.0168
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 37,851 5,282 16.22 16,082 20.30 0.0151
2021-08-13 2021-06-30 13F S&P GLOBAL COM 78409V104 32,569 2,277 7.52 13,368 25.06 0.0135
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 30,292 -13,318 -30.54 10,689 -25.44 0.0123
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 43,610 4,774 12.29 14,336 2.37 0.0186
2020-11-09 2020-09-30 13F S&P GLOBAL COM 78409V104 38,836 1,136 3.01 14,004 12.74 0.0219
2020-08-13 2020-06-30 13F S&P GLOBAL COM 78409V104 37,700 5,658 17.66 12,422 58.20 0.0216
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 32,042 -925 -2.81 7,852 -12.77 0.0169
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 32,967 3,770 12.91 9,002 25.85 0.0164
2019-11-13 2019-09-30 13F S&P GLOBAL COM 78409V104 29,197 1,254 4.49 7,153 12.38 0.0146
2019-08-09 2019-06-30 13F S&P GLOBAL COM 78409V104 27,943 1,163 4.34 6,365 12.87 0.0136
2019-05-08 2019-03-31 13F S&P GLOBAL COM 78409V104 26,780 3,508 15.07 5,639 42.58 0.0128
2019-02-07 2018-12-31 13F S&P GLOBAL COM 78409V104 23,272 5,511 31.03 3,955 13.98 0.0105
2018-11-14 2018-09-30 13F S&P GLOBAL COM 78409V104 17,761 914 5.43 3,470 1.02 0.0083
2018-08-14 2018-06-30 13F S&P GLOBAL COM 78409V104 16,847 3,006 21.72 3,435 29.87 0.0090
2018-05-15 2018-03-31 13F S&P GLOBAL COM 78409V104 13,841 1,549 12.60 2,645 27.04 0.0073
2018-02-14 2017-12-31 13F S&P GLOBAL COM 78409V104 12,292 266 2.21 2,082 10.74 0.0063
2017-11-14 2017-09-30 13F S&P GLOBAL COM 78409V104 12,026 765 6.79 1,880 14.36 0.0066
2017-08-14 2017-06-30 13F S&P GLOBAL COM 78409V104 11,261 11,261 1,644 0.0062
2016-08-15 2016-06-30 13F MCGRAW-HILL COM 580645109 0 -23,317 -100.00 0 -100.00
2016-05-16 2016-03-31 13F MCGRAW-HILL COM 580645109 23,317 631 2.78 2,249 4.12 0.0063
2016-02-12 2015-12-31 13F MCGRAW-HILL COM 580645109 22,686 11,507 102.93 2,160 114.29 0.0060
2015-11-13 2015-09-30 13F MCGRAW-HILL COM 580645109 11,179 -7,015 -38.56 1,008 -45.45 0.0055
2015-08-14 2015-06-30 13F MCGRAW-HILL COM 580645109 18,194 7,917 77.04 1,848 71.43 0.0094
2015-05-14 2015-03-31 13F MCGRAW-HILL COM 580645109 10,277 3,577 53.39 1,078 80.87 0.0055
2015-02-13 2014-12-31 13F MCGRAW-HILL COM 580645109 6,700 281 4.38 596 12.24 0.0033
2014-11-10 2014-09-30 13F MCGRAW-HILL COM 580645109 6,419 944 17.24 531 16.70 0.0032
2014-08-05 2014-06-30 13F/A-1 MCGRAW-HILL COM 580645109 5,475 191 3.61 455 12.90 0.0027
2014-08-05 2014-06-30 13F MCGRAW-HILL COM 580645109 5,475 1,693
2014-05-12 2014-03-31 13F MCGRAW-HILL COM 580645109 5,284 756 16.70 403 13.84 0.0025
2014-02-13 2013-12-31 13F MCGRAW-HILL COM 580645109 4,528 -422 -8.53 354 5.36 0.0022
2013-11-04 2013-09-30 13F MCGRAW-HILL COM 580645109 4,950 47 0.96 336 28.74 0.0022
2013-08-15 2013-06-30 13F MCGRAW-HILL COM 580645109 4,903 4,903 261 0.0019
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.