S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership3,167 shares
Latest Disclosed Value $ 1,347,027
Wealth Alliance reports 4.38% increase in ownership of SPGI / S&P Global Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 3,167 shares of S&P Global Inc. (MX:SPGI) valued at $1,347,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,034 shares of S&P Global Inc.. This represents a change in shares of 4.38% 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)
2026-05-14 2026-03-31 13F S&P GLOBAL COM 78409V104 3,167 133 4.38 1,347 -15.02 0.1330
2026-02-13 2025-12-31 13F S&P GLOBAL COM 78409V104 3,034 -129 -4.08 1,585 2.99 0.1552
2025-11-07 2025-09-30 13F S&P GLOBAL COM 78409V104 3,163 -2 -0.06 1,540 -7.73 0.1584
2025-08-08 2025-06-30 13F S&P GLOBAL COM 78409V104 3,165 -104 -3.18 1,669 0.42 0.1864
2025-05-05 2025-03-31 13F S&P GLOBAL COM 78409V104 3,269 -48 -1.45 1,661 0.61 0.2010
2025-02-03 2024-12-31 13F S&P GLOBAL COM 78409V104 3,317 -16 -0.48 1,652 -4.07 0.1975
2024-11-04 2024-09-30 13F S&P GLOBAL COM 78409V104 3,333 -57 -1.68 1,722 13.90 0.2056
2024-08-09 2024-06-30 13F S&P GLOBAL COM 78409V104 3,390 -53 -1.54 1,512 3.21 0.1953
2024-05-10 2024-03-31 13F S&P GLOBAL COM 78409V104 3,443 -292 -7.82 1,465 -11.00 0.1921
2024-01-30 2023-12-31 13F S&P GLOBAL COM 78409V104 3,735 -64 -1.68 1,645 18.52 0.2307
2023-11-09 2023-09-30 13F S&P GLOBAL COM 78409V104 3,799 -182 -4.57 1,388 -12.98 0.2189
2023-08-02 2023-06-30 13F S&P GLOBAL COM 78409V104 3,981 1,193 42.79 1,596 65.97 0.2386
2023-05-11 2023-03-31 13F S&P GLOBAL COM 78409V104 2,788 -46 -1.62 961 1.26 0.1557
2023-02-13 2022-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,834 582 25.84 949 38.14 0.1685
2022-11-14 2022-09-30 13F S&P GLOBAL INC COM Stock 78409V104 2,252 -34 -1.49 687 -10.89 0.1356
2022-10-11 2022-06-30 13F/A-1 S&P GLOBAL INC COM Stock 78409V104 2,286 20 0.88 771 -17.10 0.1480
2022-08-15 2022-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,286 20 771 0.0938
2022-05-10 2022-03-31 13F S&P GLOBAL INC COM Stock 78409V104 2,266 1,388 158.09 930 124.64 0.1326
2022-05-10 2022-03-31 13F S&P GLOBAL INC COM Stock 78409V104 1,616 663
2022-02-14 2021-12-31 13F S&P GLOBAL INC COM Stock 78409V104 878 -36 -3.94 414 6.70 0.0832
2021-11-12 2021-09-30 13F S&P GLOBAL INC COM Stock 78409V104 914 -29 -3.08 388 0.26 0.0871
2021-08-16 2021-06-30 13F S&P GLOBAL INC COM Stock 78409V104 943 293 45.08 387 69.00 0.0911
2021-05-18 2021-03-31 13F S&P GLOBAL INC COM Stock 78409V104 650 -587 -47.45 229 -43.73 0.0641
2021-02-11 2020-12-31 13F S&P GLOBAL INC COM Stock 78409V104 1,237 23 1.89 407 -7.08 0.1199
2020-12-01 2020-09-30 13F/A-1 S&P GLOBAL INC COM Stock 78409V104 1,214 0 0.00 438 9.50 0.1574
2020-11-13 2020-09-30 13F S&P GLOBAL INC COM Stock 78409V104 1,214 0 438 128,831.4867
2020-08-14 2020-06-30 13F S&P GLOBAL INC COM Stock 78409V104 1,214 -7 -0.57 400 33.78 0.1580
2020-05-15 2020-03-31 13F S&P GLOBAL INC COM Stock 78409V104 1,221 1,221 299 0.1612
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.