S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionSimmons Bank
Latest Disclosed Ownership862 shares
Latest Disclosed Value $ 366,644
Simmons Bank reports 29.62% increase in ownership of SPGI / S&P Global Inc.

On April 23, 2026 - Simmons Bank filed a 13F-HR form disclosing ownership of 862 shares of S&P Global Inc. (MX:SPGI) valued at $366,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 665 shares of S&P Global Inc.. This represents a change in shares of 29.62% 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)
2026-04-23 2026-03-31 13F S&P GLOBAL COMMON STOCK 78409V104 862 197 29.62 367 5.48 0.0246
2026-02-05 2025-12-31 13F S&P GLOBAL COMMON STOCK 78409V104 665 -11 -1.63 348 5.47 0.0232
2025-11-04 2025-09-30 13F S&P GLOBAL COMMON STOCK 78409V104 676 6 0.90 329 -6.80 0.0219
2025-08-06 2025-06-30 13F S&P GLOBAL COMMON STOCK 78409V104 670 -33 -4.69 353 -1.12 0.0252
2025-04-29 2025-03-31 13F S&P GLOBAL COMMON STOCK 78409V104 703 0 0.00 357 2.00 0.0269
2025-02-05 2024-12-31 13F S&P GLOBAL COMMON STOCK 78409V104 703 1 0.14 350 -3.31 0.0256
2024-11-05 2024-09-30 13F S&P GLOBAL COMMON STOCK 78409V104 702 7 1.01 363 17.15 0.0263
2024-07-26 2024-06-30 13F S&P GLOBAL COMMON STOCK 78409V104 695 -17 -2.39 310 2.32 0.0234
2024-05-14 2024-03-31 13F S&P GLOBAL COMMON STOCK 78409V104 712 -26 -3.52 303 -7.08 0.0228
2024-02-06 2023-12-31 13F S&P GLOBAL COMMON STOCK 78409V104 738 0 0.00 325 20.82 0.0265
2023-10-26 2023-09-30 13F S&P GLOBAL COMMON STOCK 78409V104 738 -39 -5.02 270 -13.50 0.0239
2023-08-03 2023-06-30 13F S&P GLOBAL COMMON STOCK 78409V104 777 49 6.73 311 24.40 0.0262
2023-04-28 2023-03-31 13F S&P GLOBAL COMMON STOCK 78409V104 728 728 251 0.0214
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.