S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership43,360 shares
Latest Disclosed Value $ 18,442,539
Mercer Global Advisors Inc /adv reports 69.75% increase in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 43,360 shares of S&P Global Inc. (MX:SPGI) valued at $18,442,539 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 25,543 shares of S&P Global Inc.. This represents a change in shares of 69.75% 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)
2026-05-15 2026-03-31 13F S&P GLOBAL COM 78409V104 43,360 17,817 69.75 18,443 38.16 0.0273
2026-02-17 2025-12-31 13F S&P GLOBAL COM 78409V104 25,543 585 2.34 13,348 9.89 0.0203
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 24,958 824 3.41 12,147 -4.54 0.0203
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 24,134 604 2.57 12,726 6.44 0.0259
2025-05-15 2025-03-31 13F S&P GLOBAL COM 78409V104 23,530 923 4.08 11,956 6.19 0.0274
2025-02-14 2024-12-31 13F S&P GLOBAL COM 78409V104 22,607 -196,879 -89.70 11,259 -89.99 0.0275
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 219,486 966 0.44 112,429 15.36 0.2631
2024-08-12 2024-06-30 13F S&P GLOBAL COM 78409V104 218,520 5,366 2.52 97,460 108,187.78 0.2657
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 213,154 378 0.18 91 -3.23 0.2579
2024-02-15 2023-12-31 13F S&P GLOBAL COM 78409V104 212,776 196,336 1,194.26 94 1,450.00 0.2819
2023-11-15 2023-09-30 13F/A-1 S&P GLOBAL COM 78409V104 16,440 -2,007 -10.88 6 -14.29 0.0228
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 16,440 -2,007 6 0.0228
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 18,447 1,626 9.67 7 40.00 0.0294
2023-05-16 2023-03-31 13F S&P GLOBAL COM 78409V104 16,821 719 4.47 6 0.00 0.0263
2023-02-09 2022-12-31 13F S&P GLOBAL COM 78409V104 16,102 1,213 8.15 5 -99.89 0.0270
2022-11-15 2022-09-30 13F S&P GLOBAL COM 78409V104 14,889 -184 -1.22 4,546 -10.53 0.0270
2022-08-10 2022-06-30 13F S&P GLOBAL COM 78409V104 15,073 -390 -2.52 5,081 -19.90 0.0311
2022-05-10 2022-03-31 13F S&P GLOBAL COM 78409V104 15,463 4,846 45.64 6,343 26.58 0.0374
2022-02-04 2021-12-31 13F S&P GLOBAL COM 78409V104 10,617 551 5.47 5,011 17.16 0.0309
2021-11-10 2021-09-30 13F S&P GLOBAL COM 78409V104 10,066 -914 -8.32 4,277 -5.10 0.0299
2021-08-10 2021-06-30 13F S&P GLOBAL COM 78409V104 10,980 4,003 57.37 4,507 83.06 0.0347
2021-08-10 2021-03-31 13F/A-1 S&P GLOBAL COM 78409V104 6,977 -7,726 -52.55 2,462 -49.06 0.0224
2021-05-11 2021-03-31 13F S&P GLOBAL COM 78409V104 6,977 -6,930 2,462 0.0236
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 14,703 -3,011 -17.00 4,833 -24.34 0.0604
2020-12-10 2020-09-30 13F S&P GLOBAL COM 78409V104 17,714 1,468 9.04 6,388 19.33 0.0961
2020-08-10 2020-06-30 13F S&P GLOBAL COM 78409V104 16,246 4,962 43.97 5,353 93.60 0.0972
2020-05-18 2020-03-31 13F S&P GLOBAL COM 78409V104 11,284 -7,663 -40.44 2,765 -46.55 0.0609
2020-02-13 2019-12-31 13F S&P GLOBAL INC COM COM 78409V104 18,947 302 1.62 5,173 13.27 0.1033
2019-11-12 2019-09-30 13F S&P GLOBAL INC COM COM 78409V104 18,645 -786 -4.05 4,567 3.19 0.1074
2019-08-14 2019-06-30 13F S&P GLOBAL INC COM COM 78409V104 19,431 99 0.51 4,426 8.75 0.1173
2019-04-23 2019-03-31 13F/A-1 S&P GLOBAL INC COM COM 78409V104 19,332 19,332 4,070 0.1464
2019-04-12 2019-03-31 13F S&P GLOBAL INC COM COM 78409V104 19,155 3,255 0.1735
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.