S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionSevenBridge Financial Group, LLC
Latest Disclosed Ownership5,903 shares
Latest Disclosed Value $ 2,650,957
SevenBridge Financial Group, LLC reports 6.65% increase in ownership of SPGI / S&P Global Inc.

On April 23, 2026 - SevenBridge Financial Group, LLC filed a 13F-HR form disclosing ownership of 5,903 shares of S&P Global Inc. (MX:SPGI) valued at $2,650,957 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 5,535 shares of S&P Global Inc.. This represents a change in shares of 6.65% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-23 2026-03-31 13F S&P GLOBAL COM 78409V104 5,903 368 6.65 2,651 -10.53 0.4144
2026-02-02 2025-12-31 13F S&P GLOBAL COM 78409V104 5,535 211 3.96 2,963 12.24 0.4764
2025-11-13 2025-09-30 13F S&P GLOBAL COM 78409V104 5,324 1,514 39.74 2,640 23.90 0.4352
2025-09-04 2025-06-30 13F S&P GLOBAL COM 78409V104 3,810 1,367 55.96 2,130 68.25 0.3755
2025-05-13 2025-03-31 13F S&P GLOBAL COM 78409V104 2,443 2,443 1,266 0.2492
2022-04-14 2022-03-31 13F S&P GLOBAL INC COM Stock 78409V104 0 -9,423 -100.00 0 -100.00
2022-01-20 2021-12-31 13F S&P GLOBAL INC COM Stock 78409V104 9,423 9,423 4,447 2.6336
2019-10-09 2019-09-30 13F S&Pglobal Inc Com Equities 78409V104 0 -423 -100.00 0 -100.00
2019-07-15 2019-06-30 13F S&Pglobal Inc Com Equities 78409V104 423 -43 -9.23 96 -2.04 0.0344
2019-05-14 2019-03-31 13F S&Pglobal Inc Com Equities 78409V104 466 0 0.00 98 24.05 0.0368
2019-02-14 2018-12-31 13F S&Pglobal Inc Com Equities 78409V104 466 0 0.00 79 -13.19 0.0483
2018-11-14 2018-09-30 13F S&Pglobal Inc Com Equities 78409V104 466 0 0.00 91 -4.21 0.0484
2018-08-14 2018-06-30 13F S&Pglobal Inc Com Equities 78409V104 466 0 0.00 95 6.74 0.0529
2018-05-11 2018-03-31 13F S&Pglobal Inc Com Equities 78409V104 466 0 0.00 89 12.66 0.0511
2018-02-16 2017-12-31 13F S&Pglobal Inc Com Equities 78409V104 466 0 0.00 79 8.22 0.0437
2017-11-13 2017-09-30 13F S&Pglobal Inc Com Equities 78409V104 466 90 23.94 73 32.73 0.0418
2017-08-14 2017-06-30 13F S&Pglobal Inc Com Common Stock 78409V104 376 0 0.00 55 12.24 0.0336
2017-05-15 2017-03-31 13F S&Pglobal Inc Com CS 78409V104 376 165 78.20 49 88.46 0.0322
2017-02-03 2016-12-31 13F S&Pglobal Inc Com CS 78409V104 211 0 0.00 26 0.00 0.0189
2016-12-20 2016-09-30 13F/A-1 S&Pglobal Inc Com CS 78409V104 211 211 26 0.0189
2016-11-28 2016-09-30 13F S&Pglobal Inc Com CS 78409V104 211 26
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.