S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionOlstein Capital Management, L.P.
Latest Disclosed Ownership13,500 shares
Latest Disclosed Value $ 5,742
Olstein Capital Management, L.P. reports 73.08% increase in ownership of SPGI / S&P Global Inc.

On April 21, 2026 - Olstein Capital Management, L.P. filed a 13F-HR form disclosing ownership of 13,500 shares of S&P Global Inc. (MX:SPGI) valued at $5,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,800 shares of S&P Global Inc.. This represents a change in shares of 73.08% 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)
2026-04-21 2026-03-31 13F S&P GLOBAL COM 78409V104 13,500 5,700 73.08 6 25.00 1.2535
2026-02-03 2025-12-31 13F S&P GLOBAL COM 78409V104 7,800 0 0.00 4 33.33 0.8359
2025-10-21 2025-09-30 13F S&P GLOBAL COM 78409V104 7,800 2,400 44.44 4 50.00 0.7167
2025-07-22 2025-06-30 13F S&P GLOBAL COM 78409V104 5,400 0 0.00 3 0.00 0.5337
2025-04-14 2025-03-31 13F S&P GLOBAL COM 78409V104 5,400 0 0.00 3 0.00 0.5051
2025-01-21 2024-12-31 13F S&P GLOBAL COM 78409V104 5,400 0 0.00 3 0.00 0.4730
2024-10-31 2024-09-30 13F S&P GLOBAL COM 78409V104 5,400 -1,100 -16.92 3 0.00 0.4747
2024-07-10 2024-06-30 13F S&P GLOBAL COM 78409V104 6,500 0 0.00 3 0.00 0.5157
2024-04-19 2024-03-31 13F S&P GLOBAL COM 78409V104 6,500 -500 -7.14 3 -33.33 0.4523
2024-01-25 2023-12-31 13F S&P GLOBAL COM 78409V104 7,000 -1,500 -17.65 3 0.00 0.5200
2023-10-10 2023-09-30 13F S&P GLOBAL COM 78409V104 8,500 0 0.00 3 0.00 0.5326
2023-07-27 2023-06-30 13F S&P GLOBAL COM 78409V104 8,500 0 0.00 3 50.00 0.5512
2023-05-02 2023-03-31 13F S&P GLOBAL COM 78409V104 8,500 -1,500 -15.00 3 -33.33 0.4593
2023-02-06 2022-12-31 13F S&P GLOBAL COM 78409V104 10,000 1,500 17.65 3 -99.88 0.5254
2022-10-27 2022-09-30 13F/A-1 S&P GLOBAL COM 78409V104 8,500 -1,500 -15.00 2,595 -23.02 0.4349
2022-10-19 2022-09-30 13F S&P GLOBAL COM 78409V104 140,000 130,000 5,026 0.8292
2022-07-25 2022-06-30 13F S&P GLOBAL COM 78409V104 10,000 4,000 66.67 3,371 36.98 0.5051
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 6,000 0 0.00 2,461 -13.10 0.3084
2022-01-27 2021-12-31 13F S&P GLOBAL COM 78409V104 6,000 -7,000 -53.85 2,832 -48.73 0.3378
2021-11-12 2021-09-30 13F S&P GLOBAL COM 78409V104 13,000 -500 -3.70 5,524 -0.31 0.6768
2021-08-10 2021-06-30 13F S&P GLOBAL COM 78409V104 13,500 -3,500 -20.59 5,541 -7.63 0.6976
2021-05-13 2021-03-31 13F S&P GLOBAL COM 78409V104 17,000 2,000 13.33 5,999 21.66 0.8384
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 15,000 4,000 36.36 4,931 24.30 0.7869
2020-11-12 2020-09-30 13F S&P GLOBAL COM 78409V104 11,000 0 0.00 3,967 9.46 0.7193
2020-08-12 2020-06-30 13F S&P GLOBAL COM 78409V104 11,000 -9,000 -45.00 3,624 -26.06 0.6771
2020-05-12 2020-03-31 13F S&P GLOBAL COM 78409V104 20,000 4,000 25.00 4,901 12.18 1.0748
2020-02-12 2019-12-31 13F S&P GLOBAL COM 78409V104 16,000 0 0.00 4,369 11.45 0.6770
2019-11-08 2019-09-30 13F S&P GLOBAL COM 78409V104 16,000 0 0.00 3,920 7.54 0.6130
2019-07-31 2019-06-30 13F S&P GLOBAL COM 78409V104 16,000 4,500 39.13 3,645 50.56 0.5903
2019-05-08 2019-03-31 13F S&P GLOBAL COM 78409V104 11,500 0 0.00 2,421 23.90 0.3994
2019-02-08 2018-12-31 13F S&P GLOBAL COM 78409V104 11,500 11,500 1,954 0.3190
2018-05-04 2018-03-31 13F S&P GLOBAL COM 78409V104 0 -20,550 -100.00 0 -100.00
2018-02-08 2017-12-31 13F S&P GLOBAL COM 78409V104 20,550 -13,450 -39.56 3,481 -34.51 0.4433
2017-11-08 2017-09-30 13F S&P GLOBAL COM 78409V104 34,000 -6,000 -15.00 5,315 -8.99 0.6852
2017-08-03 2017-06-30 13F S&P GLOBAL COM 78409V104 40,000 -1,000 -2.44 5,840 8.96 0.7414
2017-05-05 2017-03-31 13F S&P GLOBAL COM 78409V104 41,000 41,000 5,360 0.6862
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.