S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership16,311 shares
Latest Disclosed Value $ 6,937,787
Vestmark Advisory Solutions, Inc. reports 47.00% increase in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 16,311 shares of S&P Global Inc. (MX:SPGI) valued at $6,937,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,096 shares of S&P Global Inc.. This represents a change in shares of 47.00% 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 16,311 5,215 47.00 6,938 19.64 0.0477
2026-02-06 2025-12-31 13F S&P GLOBAL COM 78409V104 11,096 6,810 158.89 5,799 177.95 0.0783
2025-11-10 2025-09-30 13F S&P GLOBAL COM 78409V104 4,286 2,318 117.78 2,086 101.16 0.0398
2025-08-06 2025-06-30 13F S&P GLOBAL COM 78409V104 1,968 -2,261 -53.46 1,038 -51.72 0.0150
2025-05-13 2025-03-31 13F S&P GLOBAL COM 78409V104 4,229 2,487 142.77 2,149 147.75 0.0553
2025-02-06 2024-12-31 13F S&P GLOBAL COM 78409V104 1,742 144 9.01 868 5.09 0.0299
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 1,598 275 20.79 826 39.83 0.0307
2024-08-12 2024-06-30 13F S&P GLOBAL COM 78409V104 1,323 4 0.30 590 5.17 0.0246
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 1,319 -132 -9.10 561 -12.21 0.0242
2024-02-06 2023-12-31 13F S&P GLOBAL COM 78409V104 1,451 -30 -2.03 639 18.11 0.0325
2023-11-06 2023-09-30 13F S&P GLOBAL COM 78409V104 1,481 -12,350 -89.29 541 -90.24 0.0393
2023-08-07 2023-06-30 13F S&P GLOBAL COM 78409V104 13,831 389 2.89 5,545 19.64 0.2112
2023-05-09 2023-03-31 13F S&P GLOBAL COM 78409V104 13,442 294 2.24 4,635 5.25 0.2007
2023-01-20 2022-12-31 13F S&P GLOBAL COM 78409V104 13,148 -429 -3.16 4,404 6.20 0.2145
2022-11-03 2022-09-30 13F S&P GLOBAL COM 78409V104 13,577 228 1.71 4,146 -7.87 0.2311
2022-08-04 2022-06-30 13F S&P GLOBAL COM 78409V104 13,349 1,974 17.35 4,500 -3.56 0.2570
2022-04-27 2022-03-31 13F S&P GLOBAL COM 78409V104 11,375 6,390 128.18 4,666 98.38 0.2641
2022-01-31 2021-12-31 13F S&P GLOBAL COM 78409V104 4,985 475 10.53 2,352 22.69 0.1327
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 4,510 770 20.59 1,917 24.89 0.1298
2021-08-09 2021-06-30 13F S&P GLOBAL COM 78409V104 3,740 468 14.30 1,535 33.02 0.1092
2021-05-10 2021-03-31 13F S&P GLOBAL COM 78409V104 3,272 471 16.82 1,154 25.30 0.1024
2021-02-04 2020-12-31 13F S&P GLOBAL COM 78409V104 2,801 321 12.94 921 3.02 0.1033
2020-10-19 2020-09-30 13F S&P GLOBAL COM 78409V104 2,480 374 17.76 894 28.82 0.1201
2020-08-13 2020-06-30 13F S&P GLOBAL COM 78409V104 2,106 -55 -2.55 694 30.94 0.1074
2020-05-06 2020-03-31 13F S&P GLOBAL COM 78409V104 2,161 2,161 530 0.1036
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 0 -2,219 -100.00 0 -100.00
2019-11-05 2019-09-30 13F S&P GLOBAL COM 78409V104 2,219 10 0.45 544 8.15 0.0882
2019-08-20 2019-06-30 13F S&P GLOBAL COM 78409V104 2,209 -2 -0.09 503 7.94 0.0861
2019-05-14 2019-03-31 13F S&P GLOBAL COM 78409V104 2,211 2,211 466 0.0831
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.