S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionBrookstone Capital Management
Latest Disclosed Ownership19,350 shares
Latest Disclosed Value $ 8,230,514
Brookstone Capital Management reports 21.74% increase in ownership of SPGI / S&P Global Inc.

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 19,350 shares of S&P Global Inc. (MX:SPGI) valued at $8,230,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 15,895 shares of S&P Global Inc.. This represents a change in shares of 21.74% 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)
2026-04-16 2026-03-31 13F S&P GLOBAL COM 78409V104 19,350 3,455 21.74 8,231 -0.92 0.0941
2026-01-15 2025-12-31 13F S&P GLOBAL COM 78409V104 15,895 15,895 8,307 0.0950
2025-10-15 2025-09-30 13F S&P GLOBAL COM 78409V104 0 -547 -100.00 0 -100.00
2025-07-30 2025-06-30 13F S&P GLOBAL COM 78409V104 547 38 7.47 288 11.63 0.0038
2025-04-29 2025-03-31 13F S&P GLOBAL COM 78409V104 509 -37 -6.78 259 -5.15 0.0037
2025-01-13 2024-12-31 13F S&P GLOBAL COM 78409V104 546 546 272 0.0040
2022-10-13 2022-09-30 13F S&P GLOBAL COM 78409V104 0 -874 -100.00 0 -100.00
2022-07-11 2022-06-30 13F S&P GLOBAL COM 78409V104 874 -127 -12.69 308 -24.14 0.0068
2022-04-12 2022-03-31 13F S&P GLOBAL COM 78409V104 1,001 -624 -38.40 406 -44.08 0.0079
2022-01-11 2021-12-31 13F S&P GLOBAL COM 78409V104 1,625 26 1.63 726 5.52 0.0125
2021-11-03 2021-09-30 13F S&P GLOBAL COM 78409V104 1,599 295 22.62 688 29.08 0.0124
2021-07-14 2021-06-30 13F S&P GLOBAL COM 78409V104 1,304 1,304 533 0.0096
2020-01-29 2019-12-31 13F S&P GLOBAL COM 78409V104 0 -1,294 -100.00 0 -100.00
2019-10-18 2019-09-30 13F S&P GLOBAL COM 78409V104 1,294 -842 -39.42 317 -34.91 0.0172
2019-07-25 2019-06-30 13F S&P GLOBAL COM 78409V104 2,136 0 0.00 487 8.22 0.0281
2019-04-18 2019-03-31 13F S&P GLOBAL COM 78409V104 2,136 -3,253 -60.36 450 -50.87 0.0292
2019-02-05 2018-12-31 13F S&P GLOBAL COM 78409V104 5,389 -143 -2.58 916 -15.26 0.0695
2018-11-05 2018-09-30 13F S&P GLOBAL COM 78409V104 5,532 34 0.62 1,081 -3.57 0.0822
2018-08-06 2018-06-30 13F S&P GLOBAL COM 78409V104 5,498 -264 -4.58 1,121 1.82 0.0976
2018-04-23 2018-03-31 13F S&P GLOBAL COM 78409V104 5,762 183 3.28 1,101 16.51 0.0999
2018-02-07 2017-12-31 13F S&P GLOBAL COM 78409V104 5,579 122 2.24 945 10.79 0.0849
2017-10-31 2017-09-30 13F S&P GLOBAL COM 78409V104 5,457 10 0.18 853 7.30 0.0772
2017-08-08 2017-06-30 13F S&P GLOBAL COM 78409V104 5,447 56 1.04 795 12.77 0.0758
2017-04-28 2017-03-31 13F S&P GLOBAL COM 78409V104 5,391 -362 -6.29 705 13.89 0.0713
2017-01-12 2016-12-31 13F S&P GLOBAL COM 78409V104 5,753 -246 -4.10 619 -18.45 0.0680
2016-10-28 2016-09-30 13F S&P GLOBAL COM 78409V104 5,999 0 0.00 759 18.04 0.0836
2016-07-19 2016-06-30 13F S&P GLOBAL COM 78409V104 5,999 5,999 0.00 643 -15.28 0.0840
2016-04-14 2016-03-31 13F MCGRAW HILL FINANCIAL INC COM COM 580645109 0 -6,599 -100.00 0 -100.00
2016-01-14 2015-12-31 13F MCGRAW HILL FINL COM 580645109 6,599 0 0.00 651 14.01 0.1252
2015-10-28 2015-09-30 13F MCGRAW HILL FINANCIAL INC COM COM 580645109 6,599 -400 -5.72 571 -18.78 0.1035
2015-08-11 2015-06-30 13F MCGRAW HILL FINANCIAL INC COM COM 580645109 6,999 -350 -4.76 703 -7.50 0.0884
2015-05-14 2015-03-31 13F MCGRAW HILL FINANCIAL INC COM COM 580645109 7,349 7,349 5.00 760 8.11 0.1150
2015-01-29 2014-12-31 13F MCGRAW HILL FINANCIAL INC COM COM 580645109 0 -7,349 -100.00 0 -100.00
2014-10-14 2014-09-30 13F MCGRAW HILL FINANCIAL INC COM COM 580645109 7,349 -450 -5.77 621 -4.17 0.1168
2014-07-14 2014-06-30 13F MCGRAW HILL FINL COM 580645109 7,799 0 0.00 648 8.91 0.1322
2014-05-15 2014-03-31 13F MCGRAW HILL FINANCIAL INC COM COM 580645109 7,799 -20 -0.26 595 -2.62 0.1509
2014-02-10 2013-12-31 13F MCGRAW HILL FINANCIAL INC COM COM 580645109 7,819 7,819 611 0.1758
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.