S&P Global Inc.
US ˙ NYSE ˙ US78409V1044

SecuritySPGI / S&P Global Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership42,127 shares
Latest Disclosed Value $ 17,918,467
Cwm, Llc reports 213.84% increase in ownership of SPGI / S&P Global Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 42,127 shares of S&P Global Inc. (US:SPGI) valued at $17,918,298 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 13,423 shares of S&P Global Inc.. This represents a change in shares of 213.84% during the quarter. The current value of the position is $17,368,541 USD.

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 42,127 28,704 213.84 17,918 255,871.43 0.0471
2026-01-26 2025-12-31 13F S&P GLOBAL COM 78409V104 13,423 -193 -1.42 7 16.67 0.0190
2025-10-15 2025-09-30 13F S&P GLOBAL COM 78409V104 13,616 -773 -5.37 7 -14.29 0.0199
2025-07-25 2025-06-30 13F S&P GLOBAL COM 78409V104 14,389 2,440 20.42 8 16.67 0.0268
2025-05-01 2025-03-31 13F S&P GLOBAL COM 78409V104 11,949 -9,232 -43.59 6 -40.00 0.0242
2025-02-04 2024-12-31 13F S&P GLOBAL COM 78409V104 21,181 -8,092 -27.64 11 -33.33 0.0438
2024-10-08 2024-09-30 13F S&P GLOBAL COM 78409V104 29,273 -2,675 -8.37 15 7.14 0.0650
2024-07-10 2024-06-30 13F S&P GLOBAL COM 78409V104 31,948 -838 -2.56 14 7.69 0.0672
2024-04-05 2024-03-31 13F S&P GLOBAL COM 78409V104 32,786 -669 -2.00 14 -7.14 0.0678
2024-02-01 2023-12-31 13F S&P GLOBAL COM 78409V104 33,455 -107 -0.32 15 16.67 0.0792
2023-10-11 2023-09-30 13F S&P GLOBAL COM 78409V104 33,562 -294 -0.87 12 -7.69 0.0752
2023-08-03 2023-06-30 13F S&P GLOBAL COM 78409V104 33,856 -658 -1.91 14 18.18 0.0839
2023-05-01 2023-03-31 13F S&P GLOBAL COM 78409V104 34,514 133 0.39 12 0.00 0.0804
2023-02-01 2022-12-31 13F S&P GLOBAL COM 78409V104 34,381 -5,213 -13.17 12 -99.91 0.0848
2022-10-27 2022-09-30 13F S&P GLOBAL COM 78409V104 39,594 -147 -0.37 12,090 -9.74 0.0960
2022-07-28 2022-06-30 13F S&P GLOBAL COM 78409V104 39,741 -3,337 -7.75 13,395 -24.19 0.1038
2022-04-21 2022-03-31 13F S&P GLOBAL COM 78409V104 43,078 512 1.20 17,670 -12.04 0.1253
2022-01-31 2021-12-31 13F S&P GLOBAL COM 78409V104 42,566 3,752 9.67 20,088 26.09 0.1414
2021-09-15 2021-06-30 13F/A-1 S&P GLOBAL COM 78409V104 38,814 0 0.00 15,931 0.00 0.1270
2021-07-29 2021-06-30 13F S&P GLOBAL COM 78409V104 38,814 0 15,931 0.1270
2021-09-15 2021-03-31 13F/A-1 S&P GLOBAL COM 78409V104 38,814 0 0.00 15,931 0.00 0.1270
2021-04-27 2021-03-31 13F S&P GLOBAL COM 78409V104 37,203 -1,611 13,128 0.1155
2021-09-15 2020-12-31 13F/A-1 S&P GLOBAL COM 78409V104 38,814 0 0.00 15,931 0.00 0.1270
2021-01-27 2020-12-31 13F S&P GLOBAL COM 78409V104 3,226 -35,588 1,060 0.0099
2021-09-15 2020-09-30 13F/A-1 S&P GLOBAL COM 78409V104 38,814 0 0.00 15,931 0.00 0.1270
2020-10-19 2020-09-30 13F S&P GLOBAL COM 78409V104 3,313 -35,501 1,195 0.0133
2021-09-15 2020-06-30 13F/A-1 S&P GLOBAL COM 78409V104 38,814 0 0.00 15,931 0.00 0.1270
2020-07-22 2020-06-30 13F S&P GLOBAL COM 78409V104 3,084 -35,730 1,016 0.0121
2021-09-15 2020-03-31 13F/A-1 S&P GLOBAL COM 78409V104 38,814 0 0.00 15,931 0.00 0.1270
2020-04-28 2020-03-31 13F S&P GLOBAL COM 78409V104 2,702 -36,112 662 0.0099
2021-09-14 2019-12-31 13F/A-1 S&P GLOBAL COM 78409V104 38,814 0 0.00 15,931 0.00 0.1270
2020-01-27 2019-12-31 13F S&P GLOBAL COM 78409V104 2,154 -36,660 588 0.0075
2021-09-14 2019-09-30 13F/A-1 S&P GLOBAL COM 78409V104 38,814 0 0.00 15,931 0.00 0.1270
2019-10-22 2019-09-30 13F S&P GLOBAL COM 78409V104 2,106 -36,708 516 0.0075
2021-09-14 2019-06-30 13F/A-1 S&P GLOBAL COM 78409V104 38,814 0 0.00 15,931 0.00 0.1270
2019-07-31 2019-06-30 13F S&P GLOBAL COM 78409V104 1,854 -36,960 422 0.0070
2021-09-02 2019-03-31 13F/A-1 S&P GLOBAL COM 78409V104 38,814 36,915 1,943.92 15,931 4,832.20 0.1270
2019-04-22 2019-03-31 13F S&P GLOBAL COM 78409V104 1,905 6 401 0.0080
2019-01-25 2018-12-31 13F S&P GLOBAL COM 78409V104 1,899 1,112 141.30 323 109.74 0.0081
2018-10-29 2018-09-30 13F S&P GLOBAL COM 78409V104 787 27 3.55 154 -0.65 0.0039
2018-07-31 2018-06-30 13F S&P GLOBAL COM 78409V104 760 232 43.94 155 53.47 0.0051
2018-04-26 2018-03-31 13F S&P GLOBAL COM 78409V104 528 0 0.00 101 13.48 0.0040
2018-01-16 2017-12-31 13F S&P GLOBAL COM 78409V104 528 -26 -4.69 89 2.30 0.0040
2017-10-16 2017-09-30 13F S&P GLOBAL COM 78409V104 554 221 66.37 87 77.55 0.0041
2017-07-17 2017-06-30 13F S&P GLOBAL COM 78409V104 333 0 0.00 49 11.36 0.0025
2017-04-17 2017-03-31 13F S&P GLOBAL COM 78409V104 333 -37 -10.00 44 10.00 0.0025
2017-01-19 2016-12-31 13F S&P GLOBAL COM 78409V104 370 37 11.11 40 -4.76 0.0025
2016-10-17 2016-09-30 13F S&P GLOBAL COM 78409V104 333 333 42 0.0029
2016-04-18 2016-03-31 13F MCGRAW HILL FINL COM 580645109 0 -12 -100.00 0 -100.00
2016-02-01 2015-12-31 13F MCGRAW HILL FINL COM 580645109 12 12 1 0.0001
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.