S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionQuilter Plc
Latest Disclosed Ownership195,806 shares
Latest Disclosed Value $ 83,284,124
Quilter Plc reports 18.77% increase in ownership of SPGI / S&P Global Inc.

On May 13, 2026 - Quilter Plc filed a 13F-HR form disclosing ownership of 195,806 shares of S&P Global Inc. (MX:SPGI) valued at $83,284,124 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 164,867 shares of S&P Global Inc.. This represents a change in shares of 18.77% 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)
2026-05-13 2026-03-31 13F S&P GLOBAL COM 78409V104 195,806 30,939 18.77 83,284 -3.33 0.7393
2026-01-21 2025-12-31 13F S&P GLOBAL COM 78409V104 164,867 8,839 5.67 86,158 13.45 1.4466
2025-10-31 2025-09-30 13F S&P GLOBAL COM 78409V104 156,028 9,907 6.78 75,940 -1.44 1.3042
2025-08-12 2025-06-30 13F S&P GLOBAL COM 78409V104 146,121 15,345 11.73 77,048 15.95 1.4066
2025-04-24 2025-03-31 13F S&P GLOBAL COM 78409V104 130,776 30,104 29.90 66,447 32.53 1.3799
2025-01-29 2024-12-31 13F S&P GLOBAL COM 78409V104 100,672 5,904 6.23 50,138 2.41 0.9904
2024-11-12 2024-09-30 13F S&P GLOBAL COM 78409V104 94,768 -4,750 -4.77 48,959 10.31 0.9990
2024-08-09 2024-06-30 13F S&P GLOBAL COM 78409V104 99,518 7,257 7.87 44,385 13.08 0.9956
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 92,261 6,560 7.65 39,252 3.66 0.9283
2024-02-14 2023-12-31 13F/A-1 S&P GLOBAL COM 78409V104 85,701 951 1.12 37,866 -55.22 1.2791
2024-01-24 2023-12-31 13F S&P GLOBAL COM 78409V104 85,701 951 85,204 0.2671
2023-11-01 2023-09-30 13F S&P GLOBAL COM 78409V104 84,750 6,796 8.72 84,564 9.32 0.3336
2023-07-19 2023-06-30 13F S&P GLOBAL COM 78409V104 77,954 -67 -0.09 77,353 -0.16 0.3004
2023-05-16 2023-03-31 13F S&P GLOBAL COM 78409V104 78,021 5,650 7.81 77,475 219.63 0.2974
2023-02-08 2022-12-31 13F S&P GLOBAL COM 78409V104 72,371 2,600 3.73 24,240 13.78 0.7976
2022-11-02 2022-09-30 13F S&P GLOBAL COM 78409V104 69,771 2,383 3.54 21,304 -6.20 0.7643
2022-08-04 2022-06-30 13F S&P GLOBAL COM 78409V104 67,388 1,614 2.45 22,713 -15.81 0.7684
2022-05-20 2022-03-31 13F S&P GLOBAL COM 78409V104 65,774 7,515 12.90 26,979 0.43 0.7333
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 58,259 20,168 52.95 26,863 65.98 0.6997
2021-11-04 2021-09-30 13F S&P GLOBAL COM 78409V104 38,091 2,954 8.41 16,184 12.21 0.4515
2021-08-12 2021-06-30 13F S&P GLOBAL COM 78409V104 35,137 2,534 7.77 14,423 25.36 0.4148
2021-05-14 2021-03-31 13F/A-1 S&P GLOBAL COM 78409V104 32,603 2,638 8.80 11,505 16.79 0.3638
2021-05-12 2021-03-31 13F S&P GLOBAL COM 78409V104 32,603 2,638 11,505 0.1680
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 29,965 5,646 23.22 9,851 12.33 0.3375
2020-11-12 2020-09-30 13F S&P GLOBAL COM 78409V104 24,319 5,984 32.64 8,770 45.17 0.3473
2020-08-12 2020-06-30 13F S&P GLOBAL COM 78409V104 18,335 3,314 22.06 6,041 64.11 0.2959
2020-05-08 2020-03-31 13F S&P GLOBAL COM 78409V104 15,021 4,981 49.61 3,681 34.29 0.2435
2020-02-13 2019-12-31 13F S&P GLOBAL COM 78409V104 10,040 10,040 2,741 0.1609
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.