S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionMeritage Group LP
Latest Disclosed Ownership504,410 shares
Latest Disclosed Value $ 214,545,749
Meritage Group LP ownership in SPGI / S&P Global Inc.

On May 14, 2026 - Meritage Group LP filed a 13F-HR form disclosing ownership of 504,410 shares of S&P Global Inc. (MX:SPGI) valued at $214,545,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 13, 2020 disclosing 0 shares of S&P Global Inc..

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)
2026-05-14 2026-03-31 13F S&P GLOBAL COM 78409V104 504,410 504,410 214,546 8.0959
2020-08-13 2020-06-30 13F S&P GLOBAL COM 78409V104 0 -182,843 -100.00 0 -100.00
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 182,843 -281,901 -60.66 44,806 -64.69 1.2179
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 464,744 -1,927 -0.41 126,898 11.00 2.2279
2019-11-14 2019-09-30 13F S&P GLOBAL COM 78409V104 466,671 -345,441 -42.54 114,325 -38.20 2.1386
2019-08-12 2019-06-30 13F S&P GLOBAL COM 78409V104 812,112 -123,844 -13.23 184,991 -6.13 3.2351
2019-05-13 2019-03-31 13F S&P GLOBAL COM 78409V104 935,956 -61,395 -6.16 197,066 16.27 4.1851
2019-02-13 2018-12-31 13F S&P GLOBAL COM 78409V104 997,351 152,141 18.00 169,490 2.63 4.0087
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 845,210 -83,150 -8.96 165,146 -12.75 2.5687
2018-08-13 2018-06-30 13F S&P GLOBAL COM 78409V104 928,360 -72,623 -7.26 189,283 -1.03 3.1689
2018-05-14 2018-03-31 13F S&P GLOBAL COM 78409V104 1,000,983 -133,558 -11.77 191,248 -0.49 3.3316
2018-02-14 2017-12-31 13F S&P GLOBAL COM 78409V104 1,134,541 11,469 1.02 192,191 9.48 3.2281
2017-11-13 2017-09-30 13F S&P GLOBAL COM 78409V104 1,123,072 0 0.00 175,547 7.07 3.1865
2017-08-11 2017-06-30 13F S&P GLOBAL COM 78409V104 1,123,072 0 0.00 163,957 11.66 4.0193
2017-05-12 2017-03-31 13F S&P GLOBAL COM 78409V104 1,123,072 1,110 0.10 146,830 21.69 3.8136
2017-02-13 2016-12-31 13F S&P GLOBAL COM 78409V104 1,121,962 -1,056 -0.09 120,656 -15.11 3.2418
2016-11-14 2016-09-30 13F S&P GLOBAL COM 78409V104 1,123,018 -196,460 -14.89 142,129 0.43 3.7213
2016-08-12 2016-06-30 13F S&P GLOBAL COM 78409V104 1,319,478 4,401 0.33 141,527 8.73 3.6812
2016-05-13 2016-03-31 13F MCGRAW HILL FINL COM 580645109 1,315,077 -1,305,848 -49.82 130,166 -49.62 2.9385
2016-02-12 2015-12-31 13F MCGRAW HILL FINL COM 580645109 2,620,925 2,168 0.08 258,371 14.06 6.4594
2015-11-13 2015-09-30 13F MCGRAW HILL FINL COM 580645109 2,618,757 3,162 0.12 226,522 -13.78 5.1197
2015-07-14 2015-06-30 13F MCGRAW HILL FINL COM 580645109 2,615,595 -1,007 -0.04 262,737 -2.89 5.8878
2015-05-08 2015-03-31 13F MCGRAW HILL FINL COM 580645109 2,616,602 0 0.00 270,557 16.21 6.5591
2015-02-13 2014-12-31 13F MCGRAW HILL FINL COM 580645109 2,616,602 183,269 7.53 232,825 13.30 4.8681
2014-10-16 2014-09-30 13F MCGRAW HILL FINL COM 580645109 2,433,333 1,020,169 72.19 205,495 75.14 3.9452
2014-08-08 2014-06-30 13F MCGRAW HILL FINL COM 580645109 1,413,164 204 0.01 117,335 8.84 2.3926
2014-05-09 2014-03-31 13F MCGRAW HILL FINL COM 580645109 1,412,960 -1,594 -0.11 107,809 -2.54 2.5270
2014-02-07 2013-12-31 13F MCGRAW HILL FINL COM 580645109 1,414,554 804,061 131.71 110,618 176.25 2.8553
2013-11-13 2013-09-30 13F MCGRAW HILL FINL COM 580645109 610,493 610,493 40,042 1.1405
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.