S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership226,304 shares
Latest Disclosed Value $ 96,255,924
Cerity Partners LLC reports 13.57% increase in ownership of SPGI / S&P Global Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 226,304 shares of S&P Global Inc. (MX:SPGI) valued at $96,255,924 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 199,261 shares of S&P Global Inc.. This represents a change in shares of 13.57% 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)
2026-05-15 2026-03-31 13F S&P GLOBAL COM 78409V104 226,304 27,043 13.57 96,256 -7.56 0.0676
2026-02-11 2025-12-31 13F S&P GLOBAL COM 78409V104 199,261 5,117 2.64 104,132 10.20 0.1517
2025-10-22 2025-09-30 13F S&P GLOBAL COM 78409V104 194,144 -213 -0.11 94,492 -7.80 0.1532
2025-08-13 2025-06-30 13F S&P GLOBAL Stock 78409V104 194,357 19,915 11.42 102,482 15.63 0.1828
2025-04-30 2025-03-31 13F S&P GLOBAL Stock 78409V104 174,442 -3,929 -2.20 88,633 -1.62 0.1795
2025-02-13 2024-12-31 13F S&P GLOBAL Stock 78409V104 178,371 -3,497 -1.92 90,094 -4.11 0.1954
2024-11-12 2024-09-30 13F S&P GLOBAL Stock 78409V104 181,868 34,712 23.59 93,957 43.16 0.2080
2024-08-13 2024-06-30 13F S&P GLOBAL COM 78409V104 147,156 -16,438 -10.05 65,632 -5.70 0.1728
2024-05-14 2024-03-31 13F S&P GLOBAL Equities 78409V104 163,594 68,036 71.20 69,601 65.34 0.1838
2024-01-26 2023-12-31 13F S&P GLOBAL Equity 78409V104 95,558 26,121 37.62 42,096 65.91 0.1383
2023-11-14 2023-09-30 13F S&P GLOBAL Equities 78409V104 69,437 -10,255 -12.87 25,373 -20.58 0.1234
2023-08-14 2023-06-30 13F S&P GLOBAL Stock 78409V104 79,692 15,706 24.55 31,947 -54.63 0.1244
2023-05-11 2023-03-31 13F S&P GLOBAL COM 78409V104 63,986 2,319 3.76 70,420 236.89 0.1661
2023-02-15 2022-12-31 13F S&P GLOBAL Equities 78409V104 61,667 18,920 44.26 20,904 60.14 0.1339
2022-11-14 2022-09-30 13F S&P GLOBAL Equities 78409V104 42,747 -11,588 -21.33 13,053 -28.54 0.1569
2022-08-10 2022-06-30 13F S&P GLOBAL Equities 78409V104 54,335 10,152 22.98 18,267 3.07 0.2019
2022-04-25 2022-03-31 13F S&P GLOBAL COM 78409V104 44,183 10,212 30.06 17,723 10.54 0.2753
2022-02-14 2021-12-31 13F S&P GLOBAL Stock 78409V104 33,971 1,976 6.18 16,033 17.94 0.2440
2021-10-25 2021-09-30 13F S&P Global Stock 78409V104 31,995 -202 -0.63 13,594 2.87 0.2991
2021-08-11 2021-06-30 13F S&P GLOBAL Stock 78409V104 32,197 187 0.58 13,215 17.00 0.2892
2021-08-11 2021-03-31 13F/A-1 S&P GLOBAL Stock 78409V104 32,010 28,078 714.09 11,295 773.55 0.2683
2021-05-12 2021-03-31 13F S&P GLOBAL Stock 78409V104 3,966 34 1,400 0.0415
2021-02-11 2020-12-31 13F S&P GLOBAL Common Stock 78409V104 3,932 162 4.30 1,293 -4.93 0.0415
2020-11-12 2020-09-30 13F S&P GLOBAL Common Stock 78409V104 3,770 169 4.69 1,360 14.67 0.0559
2020-08-17 2020-06-30 13F/A-1 S&P GLOBAL COM 78409V104 3,601 -167 -4.43 1,186 28.49 0.0655
2020-08-14 2020-06-30 13F S&P GLOBAL COM 78409V104 3,601 -167 1,186 65,410.7364
2020-05-14 2020-03-31 13F S&P GLOBAL COM 78409V104 3,768 -571 -13.16 923 -22.11 0.0581
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 4,339 -226 -4.95 1,185 5.99 0.0604
2019-10-30 2019-09-30 13F S&P GLOBAL COM 78409V104 4,565 -80 -1.72 1,118 5.67 0.0656
2019-08-14 2019-06-30 13F S&P GLOBAL COM 78409V104 4,645 -2,117 -31.31 1,058 -25.70 0.0667
2019-05-14 2019-03-31 13F S&P GLOBAL COM 78409V104 6,762 15 0.22 1,424 24.15 0.0959
2019-02-06 2018-12-31 13F S&P GLOBAL COM 78409V104 6,747 -678 -9.13 1,147 -20.95 0.0768
2018-11-15 2018-09-30 13F S&P GLOBAL COM 78409V104 7,425 -174 -2.29 1,451 -6.33 0.1005
2018-08-15 2018-06-30 13F S&P GLOBAL COM 78409V104 7,599 -394 -4.93 1,549 1.44 0.1144
2018-05-15 2018-03-31 13F S&P GLOBAL COM 78409V104 7,993 -4,938 -38.19 1,527 -30.31 0.1168
2018-02-14 2017-12-31 13F S&P Global COM 78409V104 12,931 -376 -2.83 2,191 5.34 0.1470
2017-11-13 2017-09-30 13F S&P GLOBAL COM 78409V104 13,307 11,130 511.25 2,080 554.09 0.1472
2017-08-10 2017-06-30 13F S&P Global COM 78409V104 2,177 353 19.35 318 33.61 0.0266
2017-05-02 2017-03-31 13F S&P Global COM 78409V104 1,824 1,824 238 0.0199
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.