S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionSpears Abacus Advisors LLC
Latest Disclosed Ownership3,979 shares
Latest Disclosed Value $ 1,692,428
Spears Abacus Advisors LLC reports 41.50% decrease in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Spears Abacus Advisors LLC filed a 13F-HR/A form disclosing ownership of 3,979 shares of S&P Global Inc. (MX:SPGI) valued at $1,692,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,802 shares of S&P Global Inc.. This represents a change in shares of -41.50% 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)
2026-05-15 2026-03-31 13F/A-1 S&P GLOBAL COM 78409V104 3,979 -2,823 -41.50 1,692 -52.39 0.0332
2026-05-14 2026-03-31 13F S&P GLOBAL COM 78409V104 3,999 -2,803 1,682 0.0333
2026-02-17 2025-12-31 13F S&P GLOBAL COM 78409V104 6,802 -122 -1.76 3,555 5.49 0.0665
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 6,924 18 0.26 3,370 -7.47 0.0636
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 6,906 -129 -1.83 3,641 1.87 0.0735
2025-05-14 2025-03-31 13F S&P GLOBAL COM 78409V104 7,035 -560 -7.37 3,574 -5.50 0.0770
2025-02-12 2024-12-31 13F S&P GLOBAL COM 78409V104 7,595 -60 -0.78 3,783 -4.35 0.0777
2024-11-12 2024-09-30 13F S&P GLOBAL COM 78409V104 7,655 865 12.74 3,955 30.58 0.0778
2024-08-12 2024-06-30 13F S&P GLOBAL COM 78409V104 6,790 -14 -0.21 3,028 4.63 0.0628
2024-05-10 2024-03-31 13F S&P GLOBAL COM 78409V104 6,804 769 12.74 2,895 8.88 0.0599
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 6,035 -105 -1.71 2,659 18.50 0.2117
2023-11-21 2023-09-30 13F S&P GLOBAL COM 78409V104 6,140 -102 -1.63 2,244 -10.35 0.1923
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 6,242 -64 -1.01 2,502 15.09 0.2042
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 6,306 -130 -2.02 2,174 0.88 0.1947
2023-02-13 2022-12-31 13F S&P GLOBAL COM 78409V104 6,436 -69 -1.06 2,156 8.51 0.2056
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 6,505 -6,243 -48.97 1,986 -53.78 0.1960
2022-08-08 2022-06-30 13F S&P GLOBAL COM 78409V104 12,748 1,304 11.39 4,297 -8.46 0.3873
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 11,444 10,321 919.06 4,694 785.66 0.3483
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 1,123 0 0.00 530 11.11 0.0358
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 1,123 -68 -5.71 477 -2.45 0.0345
2021-08-09 2021-06-30 13F S&P GLOBAL COM 78409V104 1,191 -1,567 -56.82 489 -49.74 0.0351
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 2,758 -3 -0.11 973 7.16 0.0752
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 2,761 0 0.00 908 -8.84 0.0759
2020-11-16 2020-09-30 13F S&P GLOBAL COM 78409V104 2,761 0 0.00 996 9.45 0.0949
2020-08-12 2020-06-30 13F S&P GLOBAL COM 78409V104 2,761 0 0.00 910 34.42 0.0957
2020-05-15 2020-03-31 13F S&P GLOBAL COM 78409V104 2,761 1,161 72.56 677 54.92 0.0828
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 1,600 0 0.00 437 11.48 0.0467
2019-11-14 2019-09-30 13F S&P GLOBAL COM 78409V104 1,600 0 0.00 392 7.69 0.0455
2019-08-09 2019-06-30 13F S&P GLOBAL COM 78409V104 1,600 0 0.00 364 8.01 0.0428
2019-05-14 2019-03-31 13F S&P GLOBAL COM 78409V104 1,600 0 0.00 337 23.90 0.0430
2019-02-13 2018-12-31 13F S&P GLOBAL COM 78409V104 1,600 -18 -1.11 272 -13.92 0.0399
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 1,618 -12 -0.74 316 -4.82 0.0378
2018-08-10 2018-06-30 13F S&P GLOBAL COM 78409V104 1,630 30 1.88 332 8.50 0.0431
2018-05-15 2018-03-31 13F S&P GLOBAL COM 78409V104 1,600 0 0.00 306 12.92 0.0398
2018-02-14 2017-12-31 13F S&P GLOBAL COM 78409V104 1,600 0 0.00 271 8.40 0.0330
2017-11-13 2017-09-30 13F S&P GLOBAL COM 78409V104 1,600 0 0.00 250 6.84 0.0299
2017-08-11 2017-06-30 13F S&P GLOBAL COM 78409V104 1,600 0 0.00 234 11.96 0.0291
2017-05-10 2017-03-31 13F S&P GLOBAL COM 78409V104 1,600 1,600 209 0.0264
2017-02-13 2016-12-31 13F S&P GLOBAL COM 78409V104 0 -1,600 -100.00 0 -100.00
2016-11-14 2016-09-30 13F S&P GLOBAL COM 78409V104 1,600 1,600 202 0.0254
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.