S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership7,908,180 shares
Latest Disclosed Value $ 3,363,667,165
Morgan Stanley reports 5.10% decrease in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 7,908,180 shares of S&P Global Inc. (MX:SPGI) valued at $3,363,667,165 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 8,333,099 shares of S&P Global Inc.. This represents a change in shares of -5.10% 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 COM 78409V104 7,908,180 -424,919 -5.10 3,363,667 -22.76 0.2027
2026-05-27 2025-12-31 13F/A-1 S&P GLOBAL COM 78409V104 8,333,099 263,051 3.26 4,354,796 10.87 0.2600
2026-02-13 2025-12-31 13F S&P GLOBAL COM 78409V104 8,333,099 263,051 4,354,796 0.2600
2026-05-27 2025-09-30 13F/A-1 S&P GLOBAL COM 78409V104 8,070,048 74,970 0.94 3,927,776 -6.83 0.2378
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 8,070,048 74,970 3,927,776 0.2378
2025-08-15 2025-06-30 13F S&P GLOBAL COM 78409V104 7,995,078 132,970 1.69 4,215,727 5.53 0.2746
2025-05-15 2025-03-31 13F S&P GLOBAL COM 78409V104 7,862,108 1,628,069 26.12 3,994,740 28.67 0.2856
2025-05-15 2024-12-31 13F/A-1 S&P GLOBAL COM 78409V104 6,234,039 -41,627 -0.66 3,104,741 -4.24 0.2175
2025-02-14 2024-12-31 13F S&P GLOBAL COM 78409V104 6,234,039 -41,627 3,104,741 0.2175
2025-05-14 2024-09-30 13F/A-2 S&P GLOBAL COM 78409V104 6,275,666 979,307 18.49 3,242,137 37.25 0.2351
2025-02-14 2024-09-30 13F/A-1 S&P GLOBAL COM 78409V104 6,275,666 979,307 3,242,137 0.2351
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 6,275,666 979,307 3,242,137 0.0279
2025-05-14 2024-06-30 13F/A-2 S&P GLOBAL COM 78409V104 5,296,359 55,846 1.07 2,362,178 5.95 0.1828
2024-10-17 2024-06-30 13F/A-1 S&P GLOBAL COM 78409V104 5,296,359 55,846 2,362,178 0.1828
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 5,296,359 55,846 2,362,178 0.1828
2024-10-17 2024-03-31 13F/A-2 S&P GLOBAL COM 78409V104 5,240,513 240,356 4.81 2,229,578 1.22 0.1789
2024-08-16 2024-03-31 13F/A-1 S&P GLOBAL COM 78409V104 5,240,513 240,356 2,229,578 0.0210
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 5,240,513 240,356 2,229,578 0.1789
2024-08-16 2023-12-31 13F/A-1 S&P GLOBAL COM 78409V104 5,000,157 -658,708 -11.64 2,202,670 6.52 0.1941
2024-02-13 2023-12-31 13F S&P GLOBAL COM 78409V104 5,000,157 -658,708 2,202,670 0.1941
2023-11-15 2023-09-30 13F S&P GLOBAL COM 78409V104 5,658,865 428,737 8.20 2,067,807 -1.38 0.2103
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 5,230,128 153,741 3.03 2,096,707 19.80 0.2066
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 5,076,387 757,969 17.55 1,750,187 21.00 0.1877
2023-02-14 2022-12-31 13F S&P GLOBAL COM 78409V104 4,318,418 1,437,116 49.88 1,446,412 64.40 0.1643
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 2,881,302 -212,086 -6.86 879,806 -15.62 0.1199
2022-10-27 2022-06-30 13F/A-1 S&P GLOBAL COM 78409V104 3,093,388 546,757 21.47 1,042,657 -0.18 0.1353
2022-08-15 2022-06-30 13F S&P GLOBAL COM 78409V104 3,093,388 546,757 1,042,657 0.1353
2022-10-27 2022-03-31 13F/A-1 S&P GLOBAL COM 78409V104 2,546,631 869,564 51.85 1,044,577 31.98 0.1409
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 2,546,631 869,564 1,044,577 0.1409
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 1,677,067 53,685 3.31 791,458 14.74 0.0977
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 1,623,382 -46 -0.00 689,760 3.52 0.0929
2021-08-23 2021-06-30 13F/A-1 S&P GLOBAL COM 78409V104 1,623,428 -80,427 -4.72 666,335 10.83 0.0879
2021-08-16 2021-06-30 13F S&P GLOBAL COM 78409V104 1,623,428 -80,427 666,335 0.0183
2021-05-17 2021-03-31 13F S&P GLOBAL COM 78409V104 1,703,855 11,985 0.71 601,241 8.10 0.0883
2021-02-16 2020-12-31 13F S&P GLOBAL COM 78409V104 1,691,870 431,491 34.24 556,168 22.37 0.0859
2020-11-13 2020-09-30 13F S&P GLOBAL COM 78409V104 1,260,379 62,162 5.19 454,494 15.12 0.0879
2020-08-14 2020-06-30 13F S&P GLOBAL COM 78409V104 1,198,217 -8,719 -0.72 394,789 33.48 0.0874
2020-05-26 2020-03-31 13F/A-1 S&P GLOBAL COM 78409V104 1,206,936 -417,638 -25.71 295,759 -33.33 0.0804
2020-05-15 2020-03-31 13F S&P GLOBAL COM 78409V104 1,206,936 -417,638 295,759 22,720.4567
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 1,624,574 -61,853 -3.67 443,590 7.37 0.1032
2019-11-14 2019-09-30 13F S&P GLOBAL COM 78409V104 1,686,427 -72,476 -4.12 413,143 3.12 0.1094
2019-08-14 2019-06-30 13F S&P GLOBAL COM 78409V104 1,758,903 206,218 13.28 400,660 22.56 0.1066
2019-05-15 2019-03-31 13F S&P GLOBAL COM 78409V104 1,552,685 -88,785 -5.41 326,919 17.20 0.0925
2019-02-14 2018-12-31 13F S&P GLOBAL COM 78409V104 1,641,470 30,612 1.90 278,951 -11.37 0.0835
2019-04-23 2018-09-30 13F/A-2 S&P GLOBAL COM 78409V104 1,610,858 -343,450 -17.57 314,745 -21.01 0.0788
2018-11-20 2018-09-30 13F/A-1 S&P GLOBAL COM 78409V104 1,610,858 0 314,745 0.0788
2018-11-14 2018-09-30 13F S&P GLOBAL COM 78409V104 1,610,858 -343,450 314,745
2019-04-23 2018-06-30 13F/A-1 S&P GLOBAL COM 78409V104 1,954,308 -481,931 -19.78 398,464 -14.39 0.1077
2018-08-14 2018-06-30 13F S&P GLOBAL COM 78409V104 1,954,308 -481,931 398,464
2019-04-23 2018-03-31 13F/A-1 S&P GLOBAL COM 78409V104 2,436,239 -1,385,624 -36.26 465,468 -28.10 0.1292
2018-05-14 2018-03-31 13F S&P GLOBAL COM 78409V104 2,436,239 -1,385,624 465,468
2019-04-23 2017-12-31 13F/A-1 S&P GLOBAL COM 78409V104 3,821,863 -2,691,216 -41.32 647,422 -36.41 0.1772
2018-02-14 2017-12-31 13F S&P GLOBAL COM 78409V104 3,821,863 -2,691,216 647,422
2017-11-14 2017-09-30 13F S&P GLOBAL COM 78409V104 6,513,079 -76,807 -1.17 1,018,058 5.82 0.3049
2017-08-11 2017-06-30 13F S&P GLOBAL COM 78409V104 6,589,886 320,505 5.11 962,058 17.37 0.2906
2017-05-22 2017-03-31 13F/A-1 S&P GLOBAL COM 78409V104 6,269,381 -2,372,202 -27.45 819,658 -11.80 0.2519
2017-05-12 2017-03-31 13F S&P GLOBAL COM 78409V104 6,269,381 819,658
2017-02-22 2016-12-31 13F/A-1 S&P GLOBAL COM 78409V104 8,641,583 292,400 3.50 929,316 -12.05 0.3042
2017-02-13 2016-12-31 13F S&P GLOBAL COM 78409V104 8,641,583 929,316
2016-11-10 2016-09-30 13F S&P GLOBAL COM 78409V104 8,349,183 -993,488 -10.63 1,056,673 5.45 0.3609
2016-08-12 2016-06-30 13F S&P GLOBAL COM 78409V104 9,342,671 1,187,261 14.56 1,002,096 24.14 0.3620
2016-05-12 2016-03-31 13F MCGRAW HILL FINL COM 580645109 8,155,410 1,660,628 25.57 807,223 26.08 0.3106
2016-02-09 2015-12-31 13F MCGRAW HILL FINL COM 580645109 6,494,782 -1,312,204 -16.81 640,254 -5.19 0.2318
2016-02-08 2015-09-30 13F/A-1 MCGRAW HILL FINL COM 580645109 7,806,986 229,759 3.03 675,305 -11.28 0.2496
2015-11-09 2015-09-30 13F MCGRAW HILL FINL COM 580645109 7,806,986 675,305
2015-08-12 2015-06-30 13F MCGRAW HILL FINL COM 580645109 7,577,227 -935,699 -10.99 761,130 -13.53 0.2638
2015-05-14 2015-03-31 13F MCGRAW HILL FINL COM 580645109 8,512,926 -364,436 -4.11 880,238 11.44 0.3242
2015-02-13 2014-12-31 13F MCGRAW HILL FINL COM 580645109 8,877,362 176,295 2.03 789,909 7.50 0.2888
2014-12-16 2014-09-30 13F/A-1 MCGRAW HILL FINL COM 580645109 8,701,067 5,786,140 198.50 734,804 230.39 0.2825
2014-11-14 2014-09-30 13F MCGRAW HILL FINL COM 580645109 8,701,067 734,804
2014-05-13 2014-03-31 13F MCGRAW HILL FINL COM 580645109 2,914,927 -18,559 -0.63 222,408 -3.05 0.0931
2014-02-13 2013-12-31 13F MCGRAW HILL FINL COM 580645109 2,933,486 48,810 1.69 229,399 21.24 0.0976
2013-11-13 2013-09-30 13F MCGRAW HILL FINANCIAL INC C COM 580645109 2,884,676 -3,373,597 -53.91 189,206 -43.16 0.0894
2013-08-08 2013-06-30 13F MCGRAW HILL FINANCIAL INC C COM 580645109 6,258,273 6,258,273 332,879 0.1679
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.