S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership837,283 shares
Latest Disclosed Value $ 356,092,517
Dimensional Fund Advisors Lp reports 3.89% increase in ownership of SPGI / S&P Global Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 837,283 shares of S&P Global Inc. (MX:SPGI) valued at $356,092,517 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 805,913 shares of S&P Global Inc.. This represents a change in shares of 3.89% 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)
2026-05-07 2026-03-31 13F S&P GLOBAL COM 78409V104 837,283 31,370 3.89 356,093 -15.46 0.0159
2026-02-12 2025-12-31 13F S&P GLOBAL COM 78409V104 805,913 36,195 4.70 421,192 12.42 0.0884
2025-11-12 2025-09-30 13F S&P GLOBAL COM 78409V104 769,718 24,471 3.28 374,652 -4.65 0.0804
2025-08-12 2025-06-30 13F S&P GLOBAL COM 78409V104 745,247 -13,849 -1.82 392,925 1.88 0.0910
2025-05-13 2025-03-31 13F S&P GLOBAL COM 78409V104 759,096 -2,332 -0.31 385,662 1.70 0.0959
2025-02-13 2024-12-31 13F S&P GLOBAL COM 78409V104 761,428 -12,916 -1.67 379,220 -5.20 0.0911
2024-11-07 2024-09-30 13F S&P GLOBAL COM 78409V104 774,344 -11,459 -1.46 400,024 14.13 0.0970
2024-08-09 2024-06-30 13F S&P GLOBAL COM 78409V104 785,803 53,188 7.26 350,483 12.45 0.0915
2024-05-10 2024-03-31 13F S&P GLOBAL COM 78409V104 732,615 2,044 0.28 311,691 -3.15 0.0844
2024-02-07 2023-12-31 13F S&P GLOBAL COM 78409V104 730,571 3,078 0.42 321,838 21.06 0.0940
2023-11-09 2023-09-30 13F S&P GLOBAL COM 78409V104 727,493 -13,800 -1.86 265,853 -10.54 0.0872
2023-08-09 2023-06-30 13F S&P GLOBAL COM 78409V104 741,293 -9,225 -1.23 297,166 14.85 0.0947
2023-05-12 2023-03-31 13F S&P GLOBAL COM 78409V104 750,518 1,376 0.18 258,745 103,398.00 0.0872
2023-02-09 2022-12-31 13F S&P GLOBAL COM 78409V104 749,142 -7,527 -0.99 251 -99.89 0.0741
2022-11-10 2022-09-30 13F S&P GLOBAL COM 78409V104 756,669 -52,373 -6.47 231,071 -15.25 0.0887
2022-08-12 2022-06-30 13F S&P GLOBAL COM 78409V104 809,042 -161,754 -16.66 272,662 -31.53 0.0978
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 970,796 162,093 20.04 398,250 4.35 0.1227
2022-02-09 2021-12-31 13F S&P GLOBAL COM 78409V104 808,703 2,974 0.37 381,642 11.47 0.1154
2021-11-12 2021-09-30 13F S&P GLOBAL COM 78409V104 805,729 -1,134 -0.14 342,358 3.38 0.1103
2021-08-12 2021-06-30 13F S&P GLOBAL COM 78409V104 806,863 25,522 3.27 331,176 20.12 0.1049
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 781,341 -2,567 -0.33 275,713 7.00 0.0912
2021-03-08 2020-12-31 13F/A-2 S&P GLOBAL COM 78409V104 783,908 5,268 0.68 257,676 -8.22 0.0930
2021-02-11 2020-12-31 13F S&P GLOBAL COM 78409V104 783,908 -162,053 257,676 93,058.8750
2020-11-12 2020-09-30 13F S&P GLOBAL COM 78409V104 778,640 1,392 0.18 280,755 9.65 0.1191
2020-08-13 2020-06-30 13F S&P GLOBAL COM 78409V104 777,248 -92,742 -10.66 256,045 20.10 0.1125
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 869,990 21,041 2.48 213,196 -8.03 0.1111
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 848,949 12,094 1.45 231,801 13.06 0.0845
2019-11-12 2019-09-30 13F S&P GLOBAL COM 78409V104 836,855 24,395 3.00 205,020 10.78 0.0797
2019-08-13 2019-06-30 13F S&P GLOBAL COM 78409V104 812,460 29,704 3.79 185,069 12.30 0.0719
2019-08-12 2019-03-31 13F/A-2 S&P GLOBAL COM 78409V104 782,756 16,579 2.16 164,800 26.57 0.0656
2019-05-10 2019-03-31 13F S&P GLOBAL COM 78409V104 782,756 16,579 164,800
2019-02-26 2018-12-31 13F/A-1 S&P GLOBAL COM 78409V104 766,177 30,814 4.19 130,202 -9.41 0.0590
2019-02-13 2018-12-31 13F S&P GLOBAL COM 78409V104 766,177 30,814 130,202
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 735,363 16,556 2.30 143,719 -1.94 0.0547
2018-08-10 2018-06-30 13F S&P GLOBAL COM 78409V104 718,807 47,680 7.10 146,559 14.30 0.0584
2018-05-11 2018-03-31 13F S&P GLOBAL COM 78409V104 671,127 5,405 0.81 128,226 13.70 0.0534
2018-02-12 2017-12-31 13F S&P GLOBAL COM 78409V104 665,722 6,577 1.00 112,778 9.46 0.0468
2017-11-13 2017-09-30 13F S&P GLOBAL COM 78409V104 659,145 1,736 0.26 103,028 7.35 0.0450
2017-08-11 2017-06-30 13F S&P GLOBAL COM 78409V104 657,409 28,339 4.50 95,977 16.71 0.0443
2017-05-12 2017-03-31 13F S&P GLOBAL COM 78409V104 629,070 22,301 3.68 82,237 26.02 0.0393
2017-02-09 2016-12-31 13F S&P GLOBAL COM 78409V104 606,769 22,687 3.88 65,258 -11.71 0.0326
2016-11-10 2016-09-30 13F S&P GLOBAL COM 78409V104 584,082 30,754 5.56 73,916 24.55 0.0400
2016-08-09 2016-06-30 13F S&P GLOBAL COM 78409V104 553,328 14,447 2.68 59,347 11.27 0.0341
2016-05-13 2016-03-31 13F MCGRAW HILL FINL COM 580645109 538,881 16,272 3.11 53,338 3.52 0.0319
2016-02-10 2015-12-31 13F MCGRAW HILL FINL COM 580645109 522,609 33,804 6.92 51,523 21.86 0.0321
2015-11-13 2015-09-30 13F MCGRAW HILL FINL COM 580645109 488,805 18,388 3.91 42,281 -10.53 0.0278
2015-08-14 2015-06-30 13F MCGRAW HILL FINL COM 580645109 470,417 44,487 10.44 47,256 7.29 0.0289
2015-05-14 2015-03-31 13F MCGRAW HILL FINL COM 580645109 425,930 27,859 7.00 44,044 24.33 0.0278
2015-02-06 2014-12-31 13F MCGRAW HILL FINL COM 580645109 398,071 33,417 9.16 35,424 15.03 0.0233
2014-11-13 2014-09-30 13F MCGRAW HILL FINL COM 580645109 364,654 4,804 1.34 30,796 3.07 0.0218
2014-08-08 2014-06-30 13F MCGRAW HILL FINL COM 580645109 359,850 69,525 23.95 29,878 34.90 0.0208
2014-05-14 2014-03-31 13F MCGRAW HILL FINL COM 580645109 290,325 22,557 8.42 22,148 5.78 0.0165
2014-02-12 2013-12-31 13F MCGRAW HILL FINL COM 580645109 267,768 6,484 2.48 20,938 22.18 0.0163
2013-11-13 2013-09-30 13F MCGRAW HILL FINL COM 580645109 261,284 13,365 5.39 17,137 29.95 0.0148
2013-08-15 2013-06-30 13F MCGRAW HILL FINL COM 580645109 247,919 247,919 13,187 0.0124
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.