S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership49,269 shares
Latest Disclosed Value $ 20,956,077
Utah Retirement Systems reports 2.35% decrease in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 49,269 shares of S&P Global Inc. (MX:SPGI) valued at $20,956,077 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 50,457 shares of S&P Global Inc.. This represents a change in shares of -2.35% 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 S&P GLOBAL COM 78409V104 49,269 -1,188 -2.35 20,956 -20.52 0.2142
2026-02-17 2025-12-31 13F S&P GLOBAL COM 78409V104 50,457 -218 -0.43 26,368 6.91 0.2509
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 50,675 -626 -1.22 24,664 -8.82 0.2396
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 51,301 -568 -1.10 27,051 2.64 0.2825
2025-05-15 2025-03-31 13F S&P GLOBAL COM 78409V104 51,869 -81 -0.16 26,355 1.86 0.3040
2025-02-14 2024-12-31 13F S&P GLOBAL COM 78409V104 51,950 200 0.39 25,873 -3.23 0.2850
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 51,750 168 0.33 26,735 16.21 0.3017
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 51,582 -3,400 -6.18 23,006 -1.65 0.2732
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 54,982 -665 -1.20 23,392 -4.57 0.2735
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 55,647 309 0.56 24,514 21.23 0.3122
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 55,338 233 0.42 20,221 -8.46 0.2890
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 55,105 -2,230 -3.89 22,091 11.76 0.3063
2023-05-16 2023-03-31 13F S&P GLOBAL COM 78409V104 57,335 -545 -0.94 19,767 1.97 0.2858
2023-02-15 2022-12-31 13F S&P GLOBAL COM 78409V104 57,880 -1,900 -3.18 19,386 6.20 0.3074
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 59,780 -837 -1.38 18,254 -10.66 0.3044
2022-08-16 2022-06-30 13F S&P GLOBAL COM 78409V104 60,617 -1,301 -2.10 20,431 -19.55 0.3271
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 61,918 18,262 41.83 25,397 23.27 0.3380
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 43,656 100 0.23 20,602 11.32 0.2546
2021-11-16 2021-09-30 13F S&P GLOBAL COM 78409V104 43,556 -2,300 -5.02 18,507 -1.67 0.2502
2021-08-16 2021-06-30 13F S&P GLOBAL COM 78409V104 45,856 -356 -0.77 18,822 15.42 0.2423
2021-05-17 2021-03-31 13F S&P GLOBAL COM 78409V104 46,212 -2,100 -4.35 16,307 2.68 0.2273
2021-02-16 2020-12-31 13F S&P GLOBAL COM 78409V104 48,312 2,100 4.54 15,881 -4.70 0.2254
2020-11-16 2020-09-30 13F S&P GLOBAL COM 78409V104 46,212 300 0.65 16,664 10.16 0.2766
2020-08-13 2020-06-30 13F/A-1 S&P GLOBAL COM 78409V104 45,912 -1,000 -2.13 15,127 31.58 0.2776
2020-08-13 2020-06-30 13F S&P GLOBAL COM 78409V104 45,912 -1,000 15,127 277,641.6519
2020-05-15 2020-03-31 13F S&P GLOBAL COM 78409V104 46,912 0 0.00 11,496 -10.26 0.2487
2020-02-12 2019-12-31 13F S&P GLOBAL COM 78409V104 46,912 200 0.43 12,810 11.95 0.2252
2019-11-14 2019-09-30 13F S&P GLOBAL COM 78409V104 46,712 0 0.00 11,443 7.54 0.2177
2019-08-14 2019-06-30 13F S&P GLOBAL COM 78409V104 46,712 -204 -0.43 10,641 7.72 0.2038
2019-05-15 2019-03-31 13F S&P GLOBAL COM 78409V104 46,916 79 0.17 9,878 24.11 0.1958
2019-02-08 2018-12-31 13F S&P GLOBAL COM 78409V104 46,837 100 0.21 7,959 -12.84 0.1800
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 46,737 200 0.43 9,132 -3.76 0.1769
2018-08-10 2018-06-30 13F S&P GLOBAL COM 78409V104 46,537 -800 -1.69 9,489 4.92 0.1964
2018-05-15 2018-03-31 13F S&P GLOBAL COM 78409V104 47,337 -600 -1.25 9,044 11.37 0.1924
2018-02-14 2017-12-31 13F S&P GLOBAL COM 78409V104 47,937 700 1.48 8,121 9.98 0.1707
2017-11-13 2017-09-30 13F S&P GLOBAL COM 78409V104 47,237 0 0.00 7,384 7.08 0.1661
2017-08-08 2017-06-30 13F S&P GLOBAL COM 78409V104 47,237 -1,100 -2.28 6,896 9.11 0.1607
2017-05-11 2017-03-31 13F S&P GLOBAL COM 78409V104 48,337 100 0.21 6,320 21.84 0.1512
2017-02-10 2016-12-31 13F S&P GLOBAL COM 78409V104 48,237 -100 -0.21 5,187 -15.22 0.1305
2016-11-07 2016-09-30 13F S&P GLOBAL COM 78409V104 48,337 0 0.00 6,118 17.99 0.1583
2016-08-03 2016-06-30 13F S&P GLOBAL COM 78409V104 48,337 -800 -1.63 5,185 6.62 0.1382
2016-05-10 2016-03-31 13F MCGRAW HILL FINL COM 580645109 49,137 100 0.20 4,863 0.60 0.1319
2016-02-11 2015-12-31 13F MCGRAW HILL FINL COM 580645109 49,037 0 0.00 4,834 13.96 0.1310
2015-11-03 2015-09-30 13F MCGRAW HILL FINL COM 580645109 49,037 300 0.62 4,242 -13.36 0.1215
2015-08-11 2015-06-30 13F MCGRAW HILL FINL COM 580645109 48,737 0 0.00 4,896 -2.84 0.1301
2015-05-14 2015-03-31 13F MCGRAW HILL FINL COM 580645109 48,737 1,700 3.61 5,039 20.38 0.1324
2015-02-11 2014-12-31 13F MCGRAW HILL FINL COM 580645109 47,037 0 0.00 4,186 5.39 0.1151
2014-11-06 2014-09-30 13F MCGRAW HILL FINL COM 580645109 47,037 -200 -0.42 3,972 1.27 0.1139
2014-08-08 2014-06-30 13F MCGRAW HILL FINL COM 580645109 47,237 -2,000 -4.06 3,922 4.42 0.1123
2014-05-08 2014-03-31 13F MCGRAW HILL FINL COM 580645109 49,237 300 0.61 3,756 -1.86 0.1083
2014-02-05 2013-12-31 13F MCGRAW HILL FINL COM 580645109 48,937 0 0.00 3,827 19.22 0.1132
2013-11-06 2013-09-30 13F MCGRAW HILL FINL COM 580645109 48,937 -400 -0.81 3,210 22.33 0.1039
2013-08-02 2013-06-30 13F MCGRAW HILL FINL COM 580645109 49,337 49,337 2,624 0.0887
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.