S&P Global Inc.
US ˙ NYSE ˙ US78409V1044

SecuritySPGI / S&P Global Inc.
InstitutionHowe & Rusling Inc
Latest Disclosed Ownership13,209 shares
Latest Disclosed Value $ 5,618,136
Howe & Rusling Inc reports 27.64% increase in ownership of SPGI / S&P Global Inc.

On April 28, 2026 - Howe & Rusling Inc filed a 13F-HR form disclosing ownership of 13,209 shares of S&P Global Inc. (US:SPGI) valued at $5,618,316 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 10,349 shares of S&P Global Inc.. This represents a change in shares of 27.64% during the quarter. The current value of the position is $5,445,939 USD.

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)
2026-04-28 2026-03-31 13F S&P GLOBAL COM 78409V104 13,209 2,860 27.64 5,618 3.88 0.3664
2026-02-14 2025-12-31 13F S&P GLOBAL COM 78409V104 10,349 8,099 359.96 5,408 393.88 0.3578
2025-11-05 2025-09-30 13F S&P GLOBAL COM 78409V104 2,250 -2 -0.09 1,095 -7.75 0.0751
2025-08-12 2025-06-30 13F S&P GLOBAL COM 78409V104 2,252 42 1.90 1,188 5.79 0.0877
2025-06-17 2025-03-31 13F S&P GLOBAL COM 78409V104 2,210 -13 -0.58 1,123 1.36 0.0944
2025-02-12 2024-12-31 13F S&P GLOBAL COM 78409V104 2,223 -5 -0.22 1,107 -3.82 0.0954
2024-11-08 2024-09-30 13F S&P GLOBAL COM 78409V104 2,228 -134 -5.67 1,151 9.31 0.0990
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 2,362 7 0.30 1,053 5.19 0.0961
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 2,355 58 2.53 1,002 -0.99 0.0960
2024-02-06 2023-12-31 13F S&P GLOBAL COM 78409V104 2,297 0 0.00 1,012 20.50 0.1073
2023-11-09 2023-09-30 13F S&P GLOBAL COM 78409V104 2,297 24 1.06 839 -7.90 0.0991
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 2,273 0 0.00 911 16.35 0.1020
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 2,273 -33 -1.43 784 1.42 0.0934
2023-02-15 2022-12-31 13F S&P GLOBAL COM 78409V104 2,306 -51 -2.16 772 7.22 0.0969
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 2,357 -118 -4.77 720 -13.67 0.0956
2022-08-15 2022-06-30 13F S&P GLOBAL COM 78409V104 2,475 0 0.00 834 -17.83 0.1058
2022-05-10 2022-03-31 13F S&P GLOBAL COM 78409V104 2,475 0 0.00 1,015 -13.10 0.1173
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 2,475 0 0.00 1,168 11.03 0.1369
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 2,475 0 0.00 1,052 3.54 0.1319
2021-08-13 2021-06-30 13F S&P GLOBAL COM 78409V104 2,475 -10 -0.40 1,016 15.85 0.1281
2021-05-13 2021-03-31 13F S&P GLOBAL COM 78409V104 2,485 -55 -2.17 877 5.03 0.1191
2021-02-08 2020-12-31 13F S&P GLOBAL COM 78409V104 2,540 0 0.00 835 -8.84 0.1269
2020-11-06 2020-09-30 13F S&P GLOBAL COM 78409V104 2,540 -45 -1.74 916 7.51 0.1571
2020-07-15 2020-06-30 13F S&P GLOBAL COM 78409V104 2,585 -2,328 -47.38 852 -29.24 0.1572
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 4,913 -14,751 -75.02 1,204 -77.57 0.2594
2020-02-05 2019-12-31 13F S&P GLOBAL COM 78409V104 19,664 770 4.08 5,369 15.99 0.8887
2019-10-31 2019-09-30 13F S&P GLOBAL COM 78409V104 18,894 -6,460 -25.48 4,629 -19.84 0.8113
2019-08-12 2019-06-30 13F S&P GLOBAL COM 78409V104 25,354 -9,635 -27.54 5,775 -21.61 0.9979
2019-04-29 2019-03-31 13F S&P GLOBAL COM 78409V104 34,989 -14,053 -28.66 7,367 -11.60 1.2757
2019-02-04 2018-12-31 13F S&P GLOBAL COM 78409V104 49,042 376 0.77 8,334 -12.36 1.7635
2018-11-07 2018-09-30 13F S&P GLOBAL COM 78409V104 48,666 433 0.90 9,509 -3.30 1.5884
2018-07-31 2018-06-30 13F S&P GLOBAL COM 78409V104 48,233 -27 -0.06 9,834 6.66 1.7801
2018-05-14 2018-03-31 13F S&P GLOBAL COM 78409V104 48,260 -2,331 -4.61 9,220 7.58 1.6692
2018-01-24 2017-12-31 13F S&P GLOBAL COM 78409V104 50,591 -13,263 -20.77 8,570 -14.14 1.5579
2017-10-18 2017-09-30 13F S&P GLOBAL COM 78409V104 63,854 -1,659 -2.53 9,981 4.36 1.8467
2017-07-13 2017-06-30 13F S&P GLOBAL COM 78409V104 65,513 -12,000 -15.48 9,564 -5.62 1.9442
2017-04-18 2017-03-31 13F S&P GLOBAL COM 78409V104 77,513 2,936 3.94 10,134 26.36 2.0278
2017-01-20 2016-12-31 13F S&P GLOBAL COM 78409V104 74,577 -1,558 -2.05 8,020 -16.77 1.7593
2016-10-17 2016-09-30 13F S&P GLOBAL COM 78409V104 76,135 6,986 10.10 9,636 29.92 2.0756
2016-08-23 2016-06-30 13F S&P GLOBAL COM 78409V104 69,149 4,554 7.05 7,417 16.00 1.6322
2016-05-16 2016-03-31 13F MCGRAW HILL FINL COM 580645109 64,595 6,136 10.50 6,394 10.95 1.4413
2016-02-11 2015-12-31 13F MCGRAW HILL FINL COM 580645109 58,459 -319 -0.54 5,763 13.36 1.3226
2015-11-10 2015-09-30 13F MCGRAW HILL FINL COM 580645109 58,778 3,000 5.38 5,084 -9.26 1.2624
2015-07-22 2015-06-30 13F MCGRAW HILL FINL COM 580645109 55,778 5,736 11.46 5,603 8.29 1.2218
2015-04-29 2015-03-31 13F MCGRAW HILL FINL COM 580645109 50,042 50,042 0.00 5,174 1.1601
2015-01-30 2014-12-31 13F MCGRAW HILL FINL COM 580645109 0 -39,852 -100.00 0 -100.00
2014-10-31 2014-09-30 13F MCGRAW HILL FINL COM 580645109 39,852 2,393 6.39 3,366 8.23 0.7853
2014-07-31 2014-06-30 13F MCGRAW HILL FINL COM 580645109 37,459 -2,134 -5.39 3,110 2.95 0.6984
2014-05-07 2014-03-31 13F MCGRAW HILL FINL COM 580645109 39,593 919 2.38 3,021 -0.10 0.7408
2014-07-31 2013-12-31 13F/A-12 MCGRAW HILL FINL COM 580645109 38,674 3,221 9.09 3,024 29.40 0.7616
2014-02-07 2013-12-31 13F MCGRAW HILL FINL COM 580645109 121,237 9,481
2013-11-08 2013-09-30 13F MCGRAW HILL FINL COM 580645109 35,453 -1,892 -5.07 2,337 17.61 0.8537
2013-08-14 2013-06-30 13F MCGRAW HILL FINL COM 580645109 37,345 37,345 1,987 0.5527
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.