S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionBokf, Na
Latest Disclosed Ownership18,074 shares
Latest Disclosed Value $ 7,687,596
Bokf, Na reports 8.82% decrease in ownership of SPGI / S&P Global Inc.

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 18,074 shares of S&P Global Inc. (MX:SPGI) valued at $7,687,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 19,822 shares of S&P Global Inc.. This represents a change in shares of -8.82% 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)
2026-05-08 2026-03-31 13F S&P GLOBAL common 78409V104 18,074 -1,748 -8.82 7,688 -25.79 0.0905
2026-02-03 2025-12-31 13F S&P GLOBAL common 78409V104 19,822 -2,563 -11.45 10,359 -4.93 0.1585
2025-11-13 2025-09-30 13F S&P GLOBAL common 78409V104 22,385 372 1.69 10,895 -6.13 0.1639
2025-08-12 2025-06-30 13F S&P GLOBAL common 78409V104 22,013 -1,842 -7.72 11,607 -4.23 0.1880
2025-05-13 2025-03-31 13F S&P GLOBAL common 78409V104 23,855 -1,987 -7.69 12,121 -2.84 0.2143
2025-02-14 2024-12-31 13F S&P GLOBAL common 78409V104 25,842 1,758 7.30 12,474 0.65 0.2107
2024-11-14 2024-09-30 13F S&P GLOBAL common 78409V104 24,084 177 0.74 12,394 16.24 0.2199
2024-08-08 2024-06-30 13F S&P GLOBAL COM 78409V104 23,907 -4,116 -14.69 10,663 -10.91 0.1914
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 28,023 2,818 11.18 11,968 7.79 0.2179
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 25,205 -1,536 -5.74 11,103 18.88 0.2174
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 26,741 -7,120 -21.03 9,341 -31.19 0.2059
2023-08-21 2023-06-30 13F S&P GLOBAL COM 78409V104 33,861 -676 -1.96 13,575 14.00 0.2765
2023-05-11 2023-03-31 13F S&P GLOBAL COM 78409V104 34,537 -17,643 -33.81 11,907 -31.87 0.2492
2023-02-13 2022-12-31 13F S&P GLOBAL COM 78409V104 52,180 -1,297 -2.43 17,477 7.03 0.3225
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 53,477 -10,319 -16.17 16,329 -24.07 0.3304
2022-08-11 2022-06-30 13F S&P GLOBAL COM 78409V104 63,796 871 1.38 21,504 -16.69 0.4122
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 62,925 5,775 10.10 25,811 -4.30 0.4254
2022-03-11 2021-12-31 13F S&P GLOBAL COM 78409V104 57,150 756 1.34 26,971 12.56 0.4173
2021-11-10 2021-09-30 13F S&P GLOBAL COM 78409V104 56,394 -3,046 -5.12 23,961 14.24 0.4120
2021-04-21 2021-03-31 13F S&P GLOBAL COM 78409V104 59,440 4,307 7.81 20,975 15.73 0.3815
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 55,133 1,942 3.65 18,124 -5.51 0.3458
2020-10-30 2020-09-30 13F S&P GLOBAL COM 78409V104 53,191 -5,747 -9.75 19,181 -1.23 0.4214
2020-08-12 2020-06-30 13F S&P GLOBAL COM 78409V104 58,938 4,556 8.38 19,419 45.71 0.4567
2020-05-13 2020-03-31 13F S&P GLOBAL COM 78409V104 54,382 6,603 13.82 13,327 2.15 0.3840
2020-02-12 2019-12-31 13F S&P GLOBAL COM 78409V104 47,779 -932 -1.91 13,046 9.33 0.2948
2019-11-13 2019-09-30 13F S&P GLOBAL COM 78409V104 48,711 1,066 2.24 11,933 9.95 0.2874
2019-08-14 2019-06-30 13F S&P GLOBAL COM 78409V104 47,645 2,934 6.56 10,853 15.29 0.2607
2019-05-15 2019-03-31 13F S&P GLOBAL COM 78409V104 44,711 1,641 3.81 9,414 28.62 0.2254
2019-02-13 2018-12-31 13F S&P GLOBAL COM 78409V104 43,070 -19,806 -31.50 7,319 -40.43 0.2094
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 62,876 2,554 4.23 12,286 -0.11 0.3084
2018-08-13 2018-06-30 13F S&P GLOBAL COM 78409V104 60,322 40,506 204.41 12,299 224.85 0.3310
2018-05-14 2018-03-31 13F S&P GLOBAL COM 78409V104 19,816 -1,227 -5.83 3,786 6.23 0.1075
2018-02-14 2017-12-31 13F S&P GLOBAL COM 78409V104 21,043 3,165 17.70 3,564 27.56 0.0982
2017-11-14 2017-09-30 13F S&P GLOBAL COM 78409V104 17,878 2,301 14.77 2,794 22.87 0.0811
2017-08-14 2017-06-30 13F S&P GLOBAL COM 78409V104 15,577 78 0.50 2,274 12.24 0.0715
2017-05-15 2017-03-31 13F S&P GLOBAL COM 78409V104 15,499 -27 -0.17 2,026 21.39 0.0632
2017-02-14 2016-12-31 13F S&P GLOBAL COM 78409V104 15,526 -87 -0.56 1,669 -15.54 0.0549
2016-11-10 2016-09-30 13F S&P GLOBAL COM 78409V104 15,613 0 0.00 1,976 17.97 0.0654
2016-08-12 2016-06-30 13F S&P GLOBAL COM 78409V104 15,613 55 0.35 1,675 8.77 0.0590
2016-05-13 2016-03-31 13F MCGRAW HILL FINL COM 580645109 15,558 34 0.22 1,540 0.59 0.0557
2016-02-09 2015-12-31 13F MCGRAW HILL FINL COM 580645109 15,524 30 0.19 1,531 14.17 0.0554
2015-11-13 2015-09-30 13F MCGRAW HILL FINL COM 580645109 15,494 20 0.13 1,341 -13.76 0.0505
2015-08-13 2015-06-30 13F MCGRAW HILL FINL COM 580645109 15,474 12,829 485.03 1,555 469.60 0.0528
2015-05-14 2015-03-31 13F MCGRAW HILL FINL COM 580645109 2,645 395 17.56 273 36.50 0.0092
2015-02-12 2014-12-31 13F MCGRAW HILL FINL COM 580645109 2,250 -435 -16.20 200 -11.89 0.0069
2014-11-13 2014-09-30 13F MCGRAW HILL FINL COM 580645109 2,685 -2,844 -51.44 227 -50.54 0.0076
2014-08-14 2014-06-30 13F MCGRAW HILL FINL COM 580645109 5,529 258 4.89 459 14.18 0.0147
2014-05-14 2014-03-31 13F MCGRAW HILL FINL COM 580645109 5,271 -1,088 -17.11 402 -19.11 0.0133
2014-02-14 2013-12-31 13F MCGRAW HILL FINL COM 580645109 6,359 -453 -6.65 497 11.19 0.0167
2013-11-12 2013-09-30 13F MCGRAW HILL FINL COM 580645109 6,812 -1,928 -22.06 447 -3.87 0.0162
2013-08-14 2013-06-30 13F MCGRAW HILL FINL COM 580645109 8,740 8,740 465 0.0176
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.