S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionVident Advisory, LLC
Latest Disclosed Ownership16,279 shares
Latest Disclosed Value $ 6,924,362
Vident Advisory, LLC reports 15.54% increase in ownership of SPGI / S&P Global Inc.

On May 14, 2026 - Vident Advisory, LLC filed a 13F-HR form disclosing ownership of 16,279 shares of S&P Global Inc. (MX:SPGI) valued at $6,924,362 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 14,089 shares of S&P Global Inc.. This represents a change in shares of 15.54% 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 S&P GLOBAL COM 78409V104 16,279 2,190 15.54 6,924 -5.96 0.0187
2026-02-18 2025-12-31 13F S&P GLOBAL COM 78409V104 14,089 -397 -2.74 7,363 4.44 0.0670
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 14,486 2,700 22.91 7,051 13.45 0.0674
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 11,786 2,862 32.07 6,215 37.05 0.0698
2025-05-15 2025-03-31 13F S&P GLOBAL COM 78409V104 8,924 1,981 28.53 4,535 31.12 0.0663
2025-02-14 2024-12-31 13F S&P GLOBAL COM 78409V104 6,943 778 12.62 3,458 8.57 0.0607
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 6,165 209 3.51 3,186 19.92 0.0802
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 5,956 794 15.38 2,656 20.95 0.0734
2024-05-14 2024-03-31 13F S&P GLOBAL COM 78409V104 5,162 633 13.98 2,196 10.08 0.0458
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 4,529 -3,704 -44.99 1,995 -33.68 0.0501
2024-02-21 2023-09-30 13F/A-01 S&P GLOBAL COM 78409V104 8,233 8,233 3,008 0.0932
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 11,495 11,495 4,200 0.1048
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.