S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership498,981 shares
Latest Disclosed Value $ 212,248,781
Stifel Financial Corp reports 1.92% decrease in ownership of SPGI / S&P Global Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 498,981 shares of S&P Global Inc. (MX:SPGI) valued at $212,248,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 508,742 shares of S&P Global Inc.. This represents a change in shares of -1.92% 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)
2026-05-12 2026-03-31 13F S&P GLOBAL COM 78409V104 498,981 -9,761 -1.92 212,249 -20.17 0.0458
2026-02-13 2025-12-31 13F S&P GLOBAL COM 78409V104 508,742 -26,217 -4.90 265,880 2.11 0.2392
2025-11-12 2025-09-30 13F S&P GLOBAL COM 78409V104 534,959 2,481 0.47 260,386 -7.26 0.2377
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 532,478 -3,305 -0.62 280,786 3.14 0.2731
2025-05-14 2025-03-31 13F S&P GLOBAL COM 78409V104 535,783 16,096 3.10 272,244 5.18 0.2894
2025-02-13 2024-12-31 13F S&P GLOBAL COM 78409V104 519,687 -23,670 -4.36 258,831 -7.80 0.2696
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 543,357 3,309 0.61 280,727 16.54 0.2944
2024-08-13 2024-06-30 13F S&P GLOBAL COM 78409V104 540,048 40,351 8.08 240,876 13.29 0.2711
2024-05-14 2024-03-31 13F S&P GLOBAL COM 78409V104 499,697 23,767 4.99 212,611 1.40 0.2422
2024-02-12 2023-12-31 13F S&P GLOBAL COM 78409V104 475,930 5,087 1.08 209,670 21.86 0.2638
2023-11-13 2023-09-30 13F S&P GLOBAL COM 78409V104 470,843 36,646 8.44 172,058 -1.16 0.2419
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 434,197 3,878 0.90 174,073 17.33 0.2382
2023-05-12 2023-03-31 13F S&P GLOBAL COM 78409V104 430,319 -10,657 -2.42 148,367 0.45 0.2127
2023-02-13 2022-12-31 13F S&P GLOBAL COM 78409V104 440,976 1,037 0.24 147,707 9.95 0.2217
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 439,939 52,475 13.54 134,340 2.86 0.2200
2022-08-15 2022-06-30 13F S&P GLOBAL COM 78409V104 387,464 27,257 7.57 130,603 -11.61 0.2044
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 360,207 96,105 36.39 147,755 18.54 0.2016
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 264,102 11,553 4.57 124,643 16.15 0.1648
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 252,549 -6,762 -2.61 107,309 0.82 0.1573
2021-08-13 2021-06-30 13F S&P GLOBAL COM 78409V104 259,311 1,910 0.74 106,438 17.18 0.1593
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 257,401 6,766 2.70 90,832 10.24 0.1497
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 250,635 -11,322 -4.32 82,395 -12.78 0.1470
2020-11-16 2020-09-30 13F S&P GLOBAL COM 78409V104 261,957 6,885 2.70 94,464 12.40 0.1943
2020-08-14 2020-06-30 13F S&P GLOBAL COM 78409V104 255,072 -4,618 -1.78 84,043 32.37 0.1933
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 259,690 6,147 2.42 63,489 -8.35 0.1753
2020-02-13 2019-12-31 13F S&P GLOBAL COM 78409V104 253,543 104,122 69.68 69,273 89.87 0.1443
2019-11-19 2019-09-30 13F/A-1 S&P GLOBAL COM 78409V104 149,421 64,609 76.18 36,485 88.95 0.0931
2019-11-13 2019-09-30 13F S&P GLOBAL COM 78409V104 149,227 64,415 36,438 20,425.3254
2019-08-14 2019-06-30 13F S&P GLOBAL COM 78409V104 84,812 13,793 19.42 19,309 29.56 0.0498
2019-05-14 2019-03-31 13F S&P GLOBAL COM 78409V104 71,019 7,913 12.54 14,903 38.07 0.0421
2019-02-13 2018-12-31 13F S&P GLOBAL COM 78409V104 63,106 18,059 40.09 10,794 22.01 0.0349
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 45,047 -640 -1.40 8,847 -4.94 0.0253
2018-08-14 2018-06-30 13F S&P GLOBAL COM 78409V104 45,687 -567 -1.23 9,307 5.08 0.0286
2018-05-11 2018-03-31 13F S&P GLOBAL COM 78409V104 46,254 -9,107 -16.45 8,857 -6.37 0.0280
2018-02-14 2017-12-31 13F S&P GLOBAL COM 78409V104 55,361 -2,456 -4.25 9,460 4.68 0.0300
2017-11-13 2017-09-30 13F S&P GLOBAL COM 78409V104 57,817 5,074 9.62 9,037 17.15 0.0314
2017-08-14 2017-06-30 13F S&P GLOBAL COM 78409V104 52,743 -7,509 -12.46 7,714 -2.37 0.0286
2017-05-10 2017-03-31 13F S&P GLOBAL COM 78409V104 60,252 2,347 4.05 7,901 26.82 0.0306
2017-02-16 2016-12-31 13F S&P GLOBAL COM 78409V104 57,905 1,085 1.91 6,230 -13.50 0.0265
2016-11-15 2016-09-30 13F S&P GLOBAL COM 78409V104 56,820 -2,091 -3.55 7,202 13.96 0.0324
2016-08-17 2016-06-30 13F S&P GLOBAL COM 78409V104 58,911 6,435 12.26 6,320 21.68 0.0292
2016-05-16 2016-03-31 13F MCGRAW HILL FINL COM 580645109 52,476 -8,277 -13.62 5,194 -13.26 0.0277
2016-03-21 2015-12-31 13F/A-2 MCGRAW HILL FINL COM 580645109 60,753 6,563 12.11 5,988 27.76 0.0312
2016-02-26 2015-12-31 13F/A-1 MCGRAW HILL FINL COM 580645109 479,966 419,213 10,235 0.0535
2016-02-16 2015-12-31 13F MCGRAW HILL FINL COM 580645109 479,876 10,486
2015-11-16 2015-09-30 13F MCGRAW HILL FINL COM 580645109 54,190 2,658 5.16 4,687 -9.43 0.0263
2015-08-17 2015-06-30 13F/A-1 MCGRAW HILL FINL COM 580645109 51,532 -1,050 -2.00 5,175 -4.82 0.0268
2015-08-17 2015-06-30 13F MCGRAW HILL FINL COM 580645109 51,521 5,174
2015-05-14 2015-03-31 13F MCGRAW HILL FINL COM 580645109 52,582 8,623 19.62 5,437 39.02 0.0298
2015-02-13 2014-12-31 13F MCGRAW HILL FINL COM 580645109 43,959 9,061 25.96 3,911 32.71 0.0217
2014-11-13 2014-09-30 13F MCGRAW HILL FINL COM 580645109 34,898 -328 -0.93 2,947 0.75 0.0259
2014-08-14 2014-06-30 13F MCGRAW HILL FINL COM 580645109 35,226 -4,200 -10.65 2,925 -2.76 0.0263
2014-05-15 2014-03-31 13F MCGRAW HILL FINL COM 580645109 39,426 39,426 3,008 0.0288
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.