Vanguard Group Inc ownership in SPGI / S&P Global Inc.

S&P Global Inc.

MX ˙ BMV ˙ US78409V1044

Security	MX:SPGI / S&P Global Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	28,795,643 shares
Ownership	9.09%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 28,795,643 shares of S&P Global Inc. (MX:SPGI). This represents 9.09 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 28,933,423 shares, indicating a decrease of -0.48 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	28,933,423	28,795,643	-0.48	9.09	2.36
2023-02-09	2023-02-09	13G/A	20,328,152	28,933,423	42.33	8.88	5.34
2022-02-10	2022-02-10	13G/A	20,303,558	20,328,152	0.12	8.43	-0.12
2021-02-10	2021-02-10	13G/A	21,187,138	20,303,558	-4.17	8.44	-2.54
2020-02-12	2020-02-12	13G/A	20,856,350	21,187,138	1.59	8.66	4.21
2019-02-13	2019-02-13	13G/A	20,236,068	20,856,350	3.07	8.31	4.79
2018-02-12	2018-02-12	13G/A	18,654,716	20,236,068	8.48	7.93	10.29
2017-02-13	2017-02-13	13G/A		18,654,716		7.19
2017-02-13	2017-02-13	13G/A	17,210,407	18,654,716	8.39	7.19	13.05
2016-02-10	2016-02-10	13G/A		17,210,407		6.36
2015-02-11	2015-02-11	13G/A		16,307,461		6.00
2014-02-11	2014-02-11	13G		15,237,266		5.62

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	S&P GLOBAL	COM	78409V104	30,374,366	117,728	0.39	15,873,340	7.79	0.2301
2025-11-07	2025-09-30	13F	S&P GLOBAL	COM	78409V104	30,256,638	161,719	0.54	14,726,208	-7.20	0.2204
2025-08-11	2025-06-30	13F	S&P GLOBAL	COM	78409V104	30,094,919	315,916	1.06	15,868,750	4.88	0.2569
2025-05-09	2025-03-31	13F	S&P GLOBAL	COM	78409V104	29,779,003	108,729	0.37	15,130,711	2.40	0.2736
2025-02-11	2024-12-31	13F	S&P GLOBAL	COM	78409V104	29,670,274	60,150	0.20	14,776,687	-3.40	0.2574
2024-11-13	2024-09-30	13F	S&P GLOBAL	COM	78409V104	29,610,124	194,322	0.66	15,297,182	16.60	0.2739
2024-08-13	2024-06-30	13F	S&P GLOBAL	COM	78409V104	29,415,802	640,131	2.22	13,119,448	7.16	0.2520
2024-05-10	2024-03-31	13F	S&P GLOBAL	COM	78409V104	28,775,671	-20,395	-0.07	12,242,609	-3.49	0.2425
2024-03-11	2023-12-31	13F/A-1	S&P GLOBAL	COM	78409V104	28,796,066	339,097	1.19	12,685,243	21.99	0.2771
2024-02-14	2023-12-31	13F	S&P GLOBAL	COM	78409V104	28,796,066	339,097		12,685,243		0.2776
2023-12-18	2023-09-30	13F/A-1	S&P GLOBAL	COM	78409V104	28,456,969	-56,938	-0.20	10,398,461	-9.03	0.2554
2023-11-14	2023-09-30	13F	S&P GLOBAL	COM	78409V104	28,456,969	-56,938		10,398,461		0.2554
2023-08-14	2023-06-30	13F	S&P GLOBAL	COM	78409V104	28,513,907	-85,961	-0.30	11,430,940	15.93	0.2710
2023-07-14	2023-03-31	13F/A-1	S&P GLOBAL	COM	78409V104	28,599,868	-333,555	-1.15	9,860,376	1.75	0.2511
2023-05-15	2023-03-31	13F	S&P GLOBAL	COM	78409V104	28,599,311	-334,112		9,860,184		0.2511
2023-02-10	2022-12-31	13F	S&P GLOBAL	COM	78409V104	28,933,423	-310,956	-1.06	9,690,961	8.52	0.2639
2022-11-14	2022-09-30	13F	S&P GLOBAL	COM	78409V104	29,244,379	-211,892	-0.72	8,929,772	-10.06	0.2626
2022-08-12	2022-06-30	13F	S&P GLOBAL	COM	78409V104	29,456,271	85,817	0.29	9,928,531	-17.59	0.2791
2022-05-13	2022-03-31	13F	S&P GLOBAL	COM	78409V104	29,370,454	9,042,302	44.48	12,047,173	25.58	0.2850
2022-02-14	2021-12-31	13F	S&P GLOBAL	COM	78409V104	20,328,152	84,681	0.42	9,593,466	11.54	0.2178
2021-11-12	2021-09-30	13F	S&P GLOBAL	COM	78409V104	20,243,471	192,963	0.96	8,601,249	4.51	0.2136
2021-08-13	2021-06-30	13F	S&P GLOBAL	COM	78409V104	20,050,508	82,465	0.41	8,229,730	16.80	0.2048
2021-05-14	2021-03-31	13F	S&P GLOBAL	COM	78409V104	19,968,043	-335,515	-1.65	7,046,124	5.57	0.1906
2021-02-12	2020-12-31	13F	S&P GLOBAL	COM	78409V104	20,303,558	-248,314	-1.21	6,674,388	-9.94	0.1936
2020-11-16	2020-09-30	13F	S&P GLOBAL	COM	78409V104	20,551,872	-201,462	-0.97	7,411,006	8.38	0.2453
2020-08-14	2020-06-30	13F	S&P GLOBAL	COM	78409V104	20,753,334	-978,713	-4.50	6,837,809	28.40	0.2425
2020-05-15	2020-03-31	13F	S&P GLOBAL	COM	78409V104	21,732,047	544,909	2.57	5,325,439	-7.95	0.2270
2020-02-14	2019-12-31	13F	S&P GLOBAL	COM	78409V104	21,187,138	88,487	0.42	5,785,147	11.93	0.1973
2019-11-14	2019-09-30	13F	S&P GLOBAL	COM	78409V104	21,098,651	182,441	0.87	5,168,748	8.48	0.1917
2019-08-14	2019-06-30	13F	S&P GLOBAL	COM	78409V104	20,916,210	193,682	0.93	4,764,503	9.20	0.1793
2019-05-15	2019-03-31	13F	S&P GLOBAL	COM	78409V104	20,722,528	-133,822	-0.64	4,363,128	23.10	0.1712
2019-02-14	2018-12-31	13F	S&P GLOBAL	COM	78409V104	20,856,350	409,373	2.00	3,544,328	-11.28	0.1592
2018-12-13	2018-09-30	13F/A-2	S&P GLOBAL	COM	78409V104	20,446,977	195,642	0.97	3,995,135	-3.24	0.1561
2018-11-23	2018-09-30	13F/A-1	S&P GLOBAL	COM	78409V104	20,446,977	0		3,995,135		0.1561
2018-11-14	2018-09-30	13F	S&P GLOBAL	COM	78409V104	20,446,977	195,642		3,995,135
2018-08-14	2018-06-30	13F	S&P GLOBAL	COM	78409V104	20,251,335	111,636	0.55	4,129,044	7.31	0.1727
2018-05-15	2018-03-31	13F	S&P GLOBAL	COM	78409V104	20,139,699	-96,369	-0.48	3,847,891	12.25	0.1683
2018-02-14	2017-12-31	13F	S&P GLOBAL	COM	78409V104	20,236,068	209,583	1.05	3,427,990	9.51	0.1499
2017-11-14	2017-09-30	13F	S&P GLOBAL	COM	78409V104	20,026,485	251,601	1.27	3,130,339	8.43	0.1463
2017-08-24	2017-06-30	13F/A-1	S&P GLOBAL	COM	78409V104	19,774,884	379,537	1.96	2,886,935	13.85	0.1422
2017-08-11	2017-06-30	13F	S&P GLOBAL	COM	78409V104	19,774,884	379,537		2,886,935
2017-05-12	2017-03-31	13F	S&P GLOBAL	COM	78409V104	19,395,347	740,631	3.97	2,535,747	26.40	0.1304
2017-02-14	2016-12-31	13F	S&P GLOBAL	COM	78409V104	18,654,716	344,048	1.88	2,006,127	-13.43	0.1119
2016-11-14	2016-09-30	13F	S&P GLOBAL	COM	78409V104	18,310,668	420,738	2.35	2,317,399	20.77	0.1361
2016-08-10	2016-06-30	13F	S&P GLOBAL	COM	78409V104	17,889,930	15,951	0.09	1,918,874	8.46	0.1192
2016-05-13	2016-03-31	13F	MCGRAW HILL FINL	COM	580645109	17,873,979	663,572	3.86	1,769,166	4.28	0.1146
2016-02-08	2015-12-31	13F	MCGRAW HILL FINL	COM	580645109	17,210,407	266,651	1.57	1,696,602	15.76	0.1141
2015-11-12	2015-09-30	13F/A-1	MCGRAW HILL FINL	COM	580645109	16,943,756	157,938	0.94	1,465,635	-13.08	0.0622
2015-11-12	2015-09-30	13F/A-1	MCGRAW HILL FINL	COM	580645109	16,943,756	157,938		1,465,635		0.0622
2015-08-13	2015-06-30	13F	MCGRAW HILL FINL	COM	580645109	16,785,818	220,024	1.33	1,686,135	-1.56	0.1140
2015-05-15	2015-03-31	13F/A-1	MCGRAW HILL FINL	COM	580645109	16,565,794	258,333	1.58	1,712,902	18.05	0.1162
2015-05-14	2015-03-31	13F	MCGRAW HILL FINL	COM	580645109	16,565,794			1,712,902
2015-02-12	2014-12-31	13F	MCGRAW HILL FINL	COM	580645109	16,307,461	335,858	2.10	1,451,038	7.58	0.1045
2014-11-12	2014-09-30	13F	MCGRAW HILL FINL	COM	580645109	15,971,603	132,688	0.84	1,348,802	2.56	0.1051
2014-08-11	2014-06-30	13F	MCGRAW HILL FINL	COM	580645109	15,838,915	285,328	1.83	1,315,106	10.82	0.1036
2014-05-13	2014-03-31	13F	MCGRAW HILL FINL	COM	580645109	15,553,587	316,321	2.08	1,186,740	-0.40	0.0998
2014-02-12	2013-12-31	13F	MCGRAW HILL FINL	COM	580645109	15,237,266	-22,418	-0.15	1,191,555	19.05	0.1048
2013-11-07	2013-09-30	13F	MCGRAW HILL FINL	COM	580645109	15,259,684	416,111	2.80	1,000,882	26.77	0.0978
2013-08-13	2013-06-30	13F	MCGRAW HILL FINL	COM	580645109	14,843,573	14,843,573		789,530		0.0829

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.