S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionScotia Capital Inc.
Latest Disclosed Ownership9,824 shares
Latest Disclosed Value $ 4,178,616
Scotia Capital Inc. reports 6.19% increase in ownership of SPGI / S&P Global Inc.

On May 13, 2026 - Scotia Capital Inc. filed a 13F-HR form disclosing ownership of 9,824 shares of S&P Global Inc. (MX:SPGI) valued at $4,178,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,251 shares of S&P Global Inc.. This represents a change in shares of 6.19% 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 9,824 573 6.19 4,179 -13.53 0.0172
2026-02-12 2025-12-31 13F S&P GLOBAL COM 78409V104 9,251 -38 -0.41 4,833 6.88 0.0195
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 9,289 1,597 20.76 4,521 11.49 0.0192
2025-08-13 2025-06-30 13F S&P GLOBAL COM 78409V104 7,692 398 5.46 4,055 9.42 0.0192
2025-05-09 2025-03-31 13F S&P GLOBAL COM 78409V104 7,294 -397 -5.16 3,706 -3.26 0.0199
2025-02-13 2024-12-31 13F S&P GLOBAL COM 78409V104 7,691 -26 -0.34 3,831 -3.89 0.0202
2024-11-13 2024-09-30 13F S&P GLOBAL COM 78409V104 7,717 -1,316 -14.57 3,987 -1.04 0.0213
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 9,033 1,350 17.57 4,029 23.26 0.0236
2024-05-14 2024-03-31 13F S&P GLOBAL COM 78409V104 7,683 -794 -9.37 3,269 -12.48 0.0194
2024-02-12 2023-12-31 13F S&P GLOBAL COM 78409V104 8,477 236 2.86 3,734 24.01 0.0241
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 8,241 1,008 13.94 3,011 3.86 0.0218
2023-08-03 2023-06-30 13F S&P GLOBAL COM 78409V104 7,233 -543 -6.98 2,900 8.13 0.0199
2023-05-11 2023-03-31 13F S&P GLOBAL COM 78409V104 7,776 -1,542 -16.55 2,681 -14.10 0.0196
2023-02-09 2022-12-31 13F S&P GLOBAL COM 78409V104 9,318 -199 -2.09 3,121 7.40 0.0240
2022-11-10 2022-09-30 13F S&P GLOBAL COM 78409V104 9,517 -2,098 -18.06 2,906 -25.77 0.0235
2022-08-05 2022-06-30 13F S&P GLOBAL COM 78409V104 11,615 -3,088 -21.00 3,915 -35.09 0.0291
2022-05-09 2022-03-31 13F S&P GLOBAL COM 78409V104 14,703 6,994 90.73 6,031 65.78 0.0381
2022-02-11 2021-12-31 13F S&P GLOBAL COM 78409V104 7,709 262 3.52 3,638 14.98 0.0239
2021-11-12 2021-09-30 13F S&P GLOBAL COM 78409V104 7,447 83 1.13 3,164 4.66 0.0230
2021-08-12 2021-06-30 13F S&P GLOBAL COM 78409V104 7,364 1,859 33.77 3,023 55.58 0.0221
2021-05-06 2021-03-31 13F S&P GLOBAL COM 78409V104 5,505 455 9.01 1,943 17.05 0.0158
2021-02-11 2020-12-31 13F S&P GLOBAL COM 78409V104 5,050 147 3.00 1,660 -6.11 0.0152
2020-11-12 2020-09-30 13F S&P GLOBAL COM 78409V104 4,903 210 4.47 1,768 14.29 0.0191
2020-08-11 2020-06-30 13F S&P GLOBAL COM 78409V104 4,693 -147 -3.04 1,547 30.44 0.0216
2020-05-15 2020-03-31 13F S&P GLOBAL COM 78409V104 4,840 401 9.03 1,186 -2.15 0.0165
2020-02-13 2019-12-31 13F S&P GLOBAL COM 78409V104 4,439 159 3.71 1,212 15.54 0.0135
2019-11-14 2019-09-30 13F S&P GLOBAL COM 78409V104 4,280 22 0.52 1,049 8.14 0.0124
2019-08-13 2019-06-30 13F S&P GLOBAL COM 78409V104 4,258 -3,756 -46.87 970 -42.50 0.0118
2019-05-15 2019-03-31 13F S&P GLOBAL COM 78409V104 8,014 -954 -10.64 1,687 10.70 0.0217
2019-02-11 2018-12-31 13F/A-1 S&P GLOBAL COM 78409V104 8,968 -20,345 -69.41 1,524 -73.39 0.0225
2019-02-11 2018-12-31 13F S&P GLOBAL COM 78409V104 29,313 5,727
2018-11-14 2018-09-30 13F S&P GLOBAL COM 78409V104 29,313 18,744 177.35 5,727 184.78 0.0725
2018-08-13 2018-06-30 13F S&P GLOBAL COM 78409V104 10,569 25 0.24 2,011 -0.15 0.0280
2018-05-15 2018-03-31 13F S&P GLOBAL COM 78409V104 10,544 1,937 22.50 2,014 38.13 0.0278
2018-02-13 2017-12-31 13F S&P GLOBAL COM 78409V104 8,607 -393 -4.37 1,458 3.62 0.0194
2017-11-14 2017-09-30 13F S&P GLOBAL COM 78409V104 9,000 -3 -0.03 1,407 7.08 0.0200
2017-08-15 2017-06-30 13F S&P GLOBAL COM 78409V104 9,003 99 1.11 1,314 12.79 0.0222
2017-05-15 2017-03-31 13F S&P GLOBAL COM 78409V104 8,904 3,513 65.16 1,165 100.86 0.0199
2017-02-14 2016-12-31 13F S&P GLOBAL COM 78409V104 5,391 -2,533 -31.97 580 -41.94 0.0093
2016-11-14 2016-09-30 13F S&P GLOBAL COM 78409V104 7,924 849 12.00 999 31.62 0.0183
2016-08-11 2016-06-30 13F S&P GLOBAL COM 78409V104 7,075 -102 -1.42 759 6.75 0.0154
2016-05-12 2016-03-31 13F MCGRAW HILL FINL COM 580645109 7,177 7,177 0.00 711 0.0155
2016-02-11 2015-12-31 13F MCGRAW HILL FINL COM 580645109 0 0 0 0.0000
2015-11-13 2015-09-30 13F MCGRAW HILL FINL COM 580645109 0 -7,425 -100.00 0 -100.00
2015-08-13 2015-06-30 13F MCGRAW HILL FINL COM 580645109 7,425 817 12.36 744 8.93 0.0149
2015-05-15 2015-03-31 13F MCGRAW HILL FINL COM 580645109 6,608 413 6.67 683 23.96 0.0176
2015-02-13 2014-12-31 13F MCGRAW HILL COS COM 580645109 6,195 590 10.53 551 16.49 0.0144
2014-11-14 2014-09-30 13F MCGRAW HILL FINL COM 580645109 5,605 0 0.00 473 1.50 0.0101
2014-08-14 2014-06-30 13F MCGRAW HILL FINL COM 580645109 5,605 -482 -7.92 466 0.43 0.0101
2014-05-14 2014-03-31 13F MCGRAW HILL FINL COM 580645109 6,087 1,176 23.95 464 20.83 0.0103
2014-02-14 2013-12-31 13F MCGRAW HILL FINL COM 580645109 4,911 579 13.37 384 35.21 0.0092
2013-11-14 2013-09-30 13F MCGRAW HILL FINL COM 580645109 4,332 4,332 284 0.0076
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.