S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership180,209 shares
Latest Disclosed Value $ 76,649,884
Baird Financial Group, Inc. reports 37.53% decrease in ownership of SPGI / S&P Global Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 180,209 shares of S&P Global Inc. (MX:SPGI) valued at $76,649,884 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 288,478 shares of S&P Global Inc.. This represents a change in shares of -37.53% 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 SP GLOBAL COM 78409V104 180,209 -108,269 -37.53 76,650 -49.16 0.0644
2026-02-13 2025-12-31 13F SP GLOBAL INC COM COMMON 78409V104 288,478 -2,581 -0.89 150,756 6.42 0.2350
2025-11-13 2025-09-30 13F SP GLOBAL COMMON 78409V104 291,059 11,239 4.02 141,661 -3.99 0.2278
2025-08-13 2025-06-30 13F SP GLOBAL INC COM COMMON 78409V104 279,820 14,819 5.59 147,547 9.58 0.2587
2025-05-15 2025-03-31 13F SP GLOBAL INC COM COMMON 78409V104 265,001 -1,669 -0.63 134,647 1.38 0.2593
2025-02-14 2024-12-31 13F SP GLOBAL COMMON 78409V104 266,670 2,966 1.12 132,810 -2.51 0.2540
2024-11-14 2024-09-30 13F SP GLOBAL COMMON 78409V104 263,704 -5,298 -1.97 136,235 13.55 0.2646
2024-08-14 2024-06-30 13F SP GLOBAL COMMON 78409V104 269,002 3,774 1.42 119,975 6.32 0.2489
2024-05-14 2024-03-31 13F SP GLOBAL COMMON 78409V104 265,228 13,187 5.23 112,841 1.63 0.2366
2024-02-14 2023-12-31 13F SP GLOBAL COMMON 78409V104 252,041 93,947 59.42 111,029 92.19 0.2530
2023-11-13 2023-09-30 13F SP GLOBAL COMMON 78409V104 158,094 2,363 1.52 57,769 -7.47 0.1576
2023-08-11 2023-06-30 13F SP GLOBAL COMMON 78409V104 155,731 -84,018 -35.04 62,431 -24.47 0.1648
2023-05-15 2023-03-31 13F SP GLOBAL COMMON 78409V104 239,749 34,203 16.64 82,658 121,455.88 0.2039
2023-02-13 2022-12-31 13F SP GLOBAL COMMON 78409V104 205,546 5,124 2.56 69 -99.89 0.1813
2022-11-15 2022-09-30 13F SP GLOBAL COMMON 78409V104 200,422 -265 -0.13 61,198 -9.53 0.1803
2022-08-08 2022-06-30 13F SP GLOBAL COMMON 78409V104 200,687 -1,889 -0.93 67,644 -18.59 0.1878
2022-05-13 2022-03-31 13F SP GLOBAL COMMON 78409V104 202,576 -5,140 -2.47 83,092 -15.24 0.2053
2022-02-09 2021-12-31 13F SP GLOBAL INC COM COMMON 78409V104 207,716 25,740 14.14 98,027 26.78 0.2292
2021-11-12 2021-09-30 13F SP GLOBAL COMMON 78409V104 181,976 19,430 11.95 77,320 15.89 0.1978
2021-08-11 2021-06-30 13F SP GLOBAL COMMON 78409V104 162,546 -19,561 -10.74 66,717 3.82 0.1734
2021-05-13 2021-03-31 13F SP GLOBAL INC COM COMMON 78409V104 182,107 1,380 0.76 64,260 8.16 0.1802
2021-02-11 2020-12-31 13F SP GLOBAL INC COM COMMON 78409V104 180,727 7,821 4.52 59,412 -4.71 0.1776
2020-11-12 2020-09-30 13F SP GLOBAL INC COM COMMON 78409V104 172,906 3,624 2.14 62,350 11.79 0.2136
2020-10-22 2020-06-30 13F/A-1 S P GLOBAL INC COM COMMON 78409V104 169,282 26,268 18.37 55,775 59.07 0.2101
2020-08-14 2020-06-30 13F SP GLOBAL INC COM COMMON 78409V104 181,666 38,652 50,906 100,884.1263
2020-05-14 2020-03-31 13F SP GLOBAL INC COM COMMON 78409V104 143,014 -52,295 -26.78 35,064 -34.25 0.1601
2020-02-14 2019-12-31 13F S&P GLOBAL INC COM COMMON 78409V104 195,309 14,794 8.20 53,331 20.60 0.1914
2019-11-14 2019-09-30 13F SP GLOBAL Common 78409V104 180,515 3,967 2.25 44,220 9.96 0.1742
2019-08-14 2019-06-30 13F S&P GLOBAL COMMON 78409V104 176,548 3,089 1.78 40,216 10.17 0.1564
2019-05-14 2019-03-31 13F SP GLOBAL COMMON 78409V104 173,459 12,915 8.04 36,504 33.80 0.2134
2019-02-14 2018-12-31 13F S P GLOBAL COMMON 78409V104 160,544 19,312 13.67 27,282 -3.12 0.1852
2018-11-13 2018-09-30 13F SP GLOBAL INC COM COMMON 78409V104 141,232 4,790 3.51 28,161 1.23 0.1764
2018-08-13 2018-06-30 13F Samp;P GLOBAL INC COM COMMON 78409V104 136,442 5,056 3.85 27,819 10.82 0.1888
2018-05-14 2018-03-31 13F S&P GLOBAL INC COM COMMON 78409V104 131,386 -8,351 -5.98 25,103 6.05 0.1768
2018-02-09 2017-12-31 13F S&P GLOBAL COMMON 78409V104 139,737 1,152 0.83 23,671 9.27 0.1677
2017-11-14 2017-09-30 13F S&P GLOBAL COMMON 78409V104 138,585 845 0.61 21,662 7.72 0.1634
2017-08-14 2017-06-30 13F S&P GLOBAL COMMON 78409V104 137,740 -1,455 -1.05 20,109 10.50 0.1575
2017-06-19 2017-03-31 13F/A-1 SP GLOBAL COMMON 78409V104 139,195 68,306 96.36 18,198 138.72 0.1472
2017-05-09 2017-03-31 13F S&P GLOBAL COMMON 78409V104 139,195 18,198
2017-02-10 2016-12-31 13F S&P GLOBAL COMMON 78409V104 70,889 -5,272 -6.92 7,623 -20.92 0.0662
2016-11-10 2016-09-30 13F S&P GLOBAL COMMON 78409V104 76,161 39,781 109.35 9,639 144.03 0.0863
2016-08-11 2016-06-30 13F S&P GLOBAL COMMON 78409V104 36,380 2,813 8.38 3,950 18.90 0.0362
2016-05-12 2016-03-31 13F MCGRAW HILL COMMON 580645109 33,567 1,729 5.43 3,322 5.83 0.0318
2016-02-11 2015-12-31 13F MCGRAW HILL COMMON 580645109 31,838 -1,327 -4.00 3,139 9.41 0.0314
2015-11-12 2015-09-30 13F MCGRAW HILL COMMON 580645109 33,165 26,014 363.78 2,869 299.58 0.0305
2015-08-14 2015-06-30 13F MCGRAW HILL COMMON 580645109 7,151 7,151 718 0.0071
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.