S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership5,402 shares
Latest Disclosed Value $ 2,297,818
Savant Capital, LLC reports 1.10% increase in ownership of SPGI / S&P Global Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 5,402 shares of S&P Global Inc. (MX:SPGI) valued at $2,297,818 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,343 shares of S&P Global Inc.. This represents a change in shares of 1.10% 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)
2026-05-04 2026-03-31 13F S&P GLOBAL COM 78409V104 5,402 59 1.10 2,298 -17.73 0.0111
2026-02-10 2025-12-31 13F S&P GLOBAL COM 78409V104 5,343 -219 -3.94 2,792 3.18 0.0159
2026-03-04 2025-09-30 13F/A-1 S&P GLOBAL COM 78409V104 5,562 -139 -2.44 2,707 -9.98 0.0164
2025-11-05 2025-09-30 13F S&P GLOBAL COM 78409V104 6,242 -30 3,038 0.0161
2026-03-04 2025-06-30 13F/A-1 S&P GLOBAL COM 78409V104 5,701 402 7.59 3,006 11.66 0.0216
2025-08-06 2025-06-30 13F S&P GLOBAL COM 78409V104 6,272 308 3,307 0.0205
2026-03-04 2025-03-31 13F/A-1 S&P GLOBAL COM 78409V104 5,299 -107 -1.98 2,693 0.00 0.0228
2025-05-08 2025-03-31 13F S&P GLOBAL COM 78409V104 5,964 558 3,031 0.0220
2025-01-29 2024-12-31 13F S&P GLOBAL COM 78409V104 5,406 865 19.05 2,692 14.75 0.0212
2024-11-04 2024-09-30 13F S&P GLOBAL COM 78409V104 4,541 867 23.60 2,346 43.22 0.0195
2024-08-05 2024-06-30 13F S&P GLOBAL COM 78409V104 3,674 427 13.15 1,639 18.61 0.0164
2024-05-06 2024-03-31 13F S&P GLOBAL COM 78409V104 3,247 -548 -14.44 1,381 -17.35 0.0159
2024-02-05 2023-12-31 13F S&P GLOBAL COM 78409V104 3,795 656 20.90 1,672 45.68 0.0216
2023-11-07 2023-09-30 13F S&P GLOBAL COM 78409V104 3,139 25 0.80 1,147 -8.09 0.0171
2023-08-04 2023-06-30 13F S&P GLOBAL COM 78409V104 3,114 338 12.18 1,248 30.41 0.0195
2023-05-03 2023-03-31 13F S&P GLOBAL COM 78409V104 2,776 741 36.41 957 40.53 0.0178
2023-02-13 2022-12-31 13F/A-1 S&P GLOBAL COM 78409V104 2,035 99 5.11 682 15.23 0.0167
2023-02-07 2022-12-31 13F S&P GLOBAL COM 78409V104 2,035 99 682 0.0166
2022-10-31 2022-09-30 13F S&P GLOBAL COM 78409V104 1,936 -72 -3.59 591 -12.70 0.0184
2022-07-22 2022-06-30 13F S&P GLOBAL COM 78409V104 2,008 236 13.32 677 -6.88 0.0205
2022-05-05 2022-03-31 13F S&P GLOBAL COM 78409V104 1,772 319 21.95 727 5.98 0.0238
2022-02-08 2021-12-31 13F S&P GLOBAL COM 78409V104 1,453 100 7.39 686 19.30 0.0222
2021-11-12 2021-09-30 13F S&P GLOBAL COM 78409V104 1,353 36 2.73 575 6.28 0.0210
2021-08-04 2021-06-30 13F S&P GLOBAL COM 78409V104 1,317 27 2.09 541 18.90 0.0218
2021-05-04 2021-03-31 13F S&P GLOBAL COM 78409V104 1,290 14 1.10 455 8.59 0.0244
2021-02-03 2020-12-31 13F S&P GLOBAL COM 78409V104 1,276 -65 -4.85 419 -13.43 0.0244
2020-11-04 2020-09-30 13F S&P GLOBAL COM 78409V104 1,341 -296 -18.08 484 -10.20 0.0331
2020-08-11 2020-06-30 13F S&P GLOBAL COM 78409V104 1,637 93 6.02 539 42.59 0.0408
2020-04-30 2020-03-31 13F S&P GLOBAL COM 78409V104 1,544 206 15.40 378 3.56 0.0359
2020-01-31 2019-12-31 13F S&P GLOBAL COM 78409V104 1,338 -14 -1.04 365 10.27 0.0448
2019-11-12 2019-09-30 13F S&P GLOBAL COM 78409V104 1,352 15 1.12 331 8.52 0.0460
2019-08-06 2019-06-30 13F S&P GLOBAL COM 78409V104 1,337 -88 -6.18 305 1.67 0.0430
2019-05-02 2019-03-31 13F S&P GLOBAL COM 78409V104 1,425 240 20.25 300 49.25 0.0563
2019-02-05 2018-12-31 13F S&P GLOBAL COM 78409V104 1,185 -30 -2.47 201 -15.19 0.0421
2018-10-22 2018-09-30 13F S&P GLOBAL COM 78409V104 1,215 -37 -2.96 237 -7.06 0.0426
2018-08-07 2018-06-30 13F S&P GLOBAL COM 78409V104 1,252 0 0.00 255 6.69 0.0545
2018-04-27 2018-03-31 13F S&P GLOBAL COM 78409V104 1,252 1,252 239 0.0504
2018-01-30 2017-12-31 13F S&P GLOBAL COM 78409V104 0 -1,338 -100.00 0 -100.00
2017-10-31 2017-09-30 13F S&P GLOBAL COM 78409V104 1,338 1,338 209 0.0469
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.