S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership10,171 shares
Latest Disclosed Value $ 4,326,133
Empirical Finance, LLC reports 0.25% decrease in ownership of SPGI / S&P Global Inc.

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 10,171 shares of S&P Global Inc. (MX:SPGI) valued at $4,326,133 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 10,197 shares of S&P Global Inc.. This represents a change in shares of -0.25% 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/A-1 S&P GLOBAL COM 78409V104 10,171 -26 -0.25 4,326 -18.81 0.2033
2026-05-14 2026-03-31 13F S&P GLOBAL COM 78409V104 10,171 -26 4,326 0.2033
2026-02-12 2025-12-31 13F S&P GLOBAL COM 78409V104 10,197 -442 -4.15 5,329 2.90 0.2542
2025-11-13 2025-09-30 13F S&P GLOBAL COM 78409V104 10,639 108 1.03 5,178 -6.74 0.2465
2025-08-11 2025-06-30 13F S&P GLOBAL COM 78409V104 10,531 73 0.70 5,553 4.50 0.2907
2025-05-07 2025-03-31 13F S&P GLOBAL COM 78409V104 10,458 154 1.49 5,314 3.55 0.3209
2025-01-28 2024-12-31 13F S&P GLOBAL COM 78409V104 10,304 -113 -1.08 5,132 -4.65 0.2969
2024-11-06 2024-09-30 13F S&P GLOBAL COM 78409V104 10,417 263 2.59 5,382 18.84 0.3138
2024-07-30 2024-06-30 13F S&P GLOBAL COM 78409V104 10,154 -672 -6.21 4,529 -1.67 0.2829
2024-05-06 2024-03-31 13F S&P GLOBAL COM 78409V104 10,826 391 3.75 4,606 0.20 0.2827
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 10,435 71 0.69 4,597 21.36 0.3205
2023-11-02 2023-09-30 13F S&P GLOBAL COM 78409V104 10,364 1,122 12.14 3,787 2.21 0.2782
2023-07-27 2023-06-30 13F S&P GLOBAL COM 78409V104 9,242 1,166 14.44 3,705 33.08 0.2870
2023-04-05 2023-03-31 13F S&P GLOBAL COM 78409V104 8,076 446 5.85 2,784 8.96 0.2608
2023-02-21 2022-12-31 13F/A-1 S&P GLOBAL COM 78409V104 7,630 723 10.47 2,556 21.15 0.2646
2023-01-24 2022-12-31 13F S&P GLOBAL COM 78409V104 7,630 723 3 0.2646
2022-11-04 2022-09-30 13F S&P GLOBAL COM 78409V104 6,907 1,383 25.04 2,109 13.27 0.2501
2022-08-01 2022-06-30 13F S&P GLOBAL COM 78409V104 5,524 395 7.70 1,862 -11.50 0.2373
2022-04-21 2022-03-31 13F S&P GLOBAL COM 78409V104 5,129 974 23.44 2,104 7.29 0.2357
2022-02-04 2021-12-31 13F S&P GLOBAL COM 78409V104 4,155 1,098 35.92 1,961 50.96 0.2315
2021-11-12 2021-09-30 13F S&P GLOBAL COM 78409V104 3,057 173 6.00 1,299 9.71 0.1958
2021-08-10 2021-06-30 13F/A-1 S&P GLOBAL COM 78409V104 2,884 406 16.38 1,184 45.28 0.1930
2021-08-04 2021-06-30 13F S&P GLOBAL COM 78409V104 2,478 0 815 0.1433
2021-05-13 2021-03-31 13F S&P GLOBAL COM 78409V104 2,478 0 0.00 815 0.00 0.1433
2021-02-02 2020-12-31 13F S&P GLOBAL COM 78409V104 2,478 429 20.94 815 10.28 0.1433
2020-10-28 2020-09-30 13F/A-1 S&P GLOBAL COM 78409V104 2,049 412 25.17 739 37.11 0.1583
2020-07-20 2020-06-30 13F/A-1 S&P GLOBAL COM 78409V104 1,637 194 13.44 539 52.26 0.1379
2020-04-16 2020-03-31 13F S&P GLOBAL COM 78409V104 1,443 514 55.33 354 39.37 0.1100
2020-01-27 2019-12-31 13F S&P GLOBAL COM 78409V104 929 929 254 0.0618
2019-01-22 2018-12-31 13F S&P GLOBAL COM 78409V104 0 -1,624 -100.00 0 -100.00
2018-10-18 2018-09-30 13F S&P GLOBAL COM 78409V104 1,624 56 3.57 317 -0.94 0.0789
2018-07-09 2018-06-30 13F S&P GLOBAL COM 78409V104 1,568 135 9.42 320 16.79 0.0811
2018-04-25 2018-03-31 13F S&P GLOBAL COM 78409V104 1,433 1,433 274 0.0573
2018-02-01 2017-12-31 13F S&P GLOBAL COM 78409V104 0 -1,400 -100.00 0 -100.00
2017-10-31 2017-09-30 13F S&P GLOBAL COM 78409V104 1,400 1,400 219 0.0756
2017-05-11 2017-03-31 13F S&P GLOBAL COM 78409V104 0 -229 -100.00 0 -100.00
2017-02-13 2016-12-31 13F S&P GLOBAL COM 78409V104 229 229 25 0.0169
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.