S&P Global Inc.
US ˙ NYSE ˙ US78409V1044

SecuritySPGI / S&P Global Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,109 shares
Latest Disclosed Value $ 897,042
IFP Advisors, Inc reports 8.71% increase in ownership of SPGI / S&P Global Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,109 shares of S&P Global Inc. (US:SPGI) valued at $897,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,940 shares of S&P Global Inc.. This represents a change in shares of 8.71% during the quarter. The current value of the position is $869,520 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)
2026-04-13 2026-03-31 13F S&P GLOBAL cs 78409V104 2,109 169 8.71 897 -11.45 0.0186
2026-02-06 2025-12-31 13F S&P GLOBAL cs 78409V104 1,940 -197 -9.22 1,014 -2.60 0.0228
2026-02-06 2025-09-30 13F/A-1 S&P GLOBAL cs 78409V104 2,137 -575 -21.20 1,040 -27.88 0.0270
2025-12-02 2025-09-30 13F S&P GLOBAL cs 78409V104 2,125 -587 1,052 0.0271
2025-07-24 2025-06-30 13F S&P GLOBAL cs 78409V104 2,712 -2,573 -48.68 1,442 -46.31 0.0410
2025-05-05 2025-03-31 13F S&P GLOBAL cs 78409V104 5,285 -85 -1.58 2,686 0.41 0.0828
2025-02-04 2024-12-31 13F S&P GLOBAL cs 78409V104 5,370 232 4.52 2,675 0.75 0.0876
2025-02-04 2024-09-30 13F S&P GLOBAL cs 78409V104 5,138 313 6.49 2,655 23.37 0.0957
2024-07-30 2024-06-30 13F S&P GLOBAL cs 78409V104 4,825 -214 -4.25 2,152 0.42 0.0854
2024-07-30 2024-03-31 13F S&P GLOBAL cs 78409V104 5,039 147 3.00 2,144 -0.51 0.0940
2024-01-09 2023-12-31 13F S&P GLOBAL cs 78409V104 4,892 416 9.29 2,155 31.74 0.1017
2023-10-12 2023-09-30 13F S&P GLOBAL cs 78409V104 4,476 -50 -1.10 1,636 -9.87 0.0735
2023-08-14 2023-06-30 13F/A-1 S&P GLOBAL cs 78409V104 4,526 -362 -7.41 1,815 126.75 0.0759
2023-08-04 2023-06-30 13F S&P GLOBAL cs 78409V104 4,526 -362 741 0.0343
2023-04-18 2023-03-31 13F S&P GLOBAL cs 78409V104 4,888 -2,089 -29.94 800 79,900.00 0.0348
2023-02-07 2022-12-31 13F S&P GLOBAL cs 78409V104 6,977 -89 -1.26 1 -99.92 0.0330
2022-11-08 2022-09-30 13F S&P GLOBAL cs 78409V104 7,066 595 9.19 1,245 9.89 0.0324
2022-09-06 2022-06-30 13F/A-1 S&P GLOBAL cs 78409V104 6,471 0 0.00 1,133 0.00 0.0363
2022-09-06 2022-03-31 13F/A-1 S&P GLOBAL cs 78409V104 6,471 3,536 120.48 1,133 -18.66 0.0363
2022-08-08 2022-03-31 13F SP GLOBAL INC COM Stock 78409V104 3,838 903 670 0.0137
2022-01-12 2021-12-31 13F SP GLOBAL INC COM Stock 78409V104 2,935 -24 -0.81 1,393 9.77 0.0272
2021-10-06 2021-09-30 13F SP GLOBAL INC COM Stock 78409V104 2,959 97 3.39 1,269 8.37 0.0254
2021-07-13 2021-06-30 13F SP GLOBAL INC COM Stock 78409V104 2,862 -74 -2.52 1,171 13.25 0.0242
2021-04-30 2021-03-31 13F SP GLOBAL INC COM Stock 78409V104 2,936 -5,911 -66.81 1,034 -64.66 0.0201
2021-01-25 2020-12-31 13F SP GLOBAL INC COM Stock 78409V104 8,847 222 2.57 2,926 -5.83 0.1186
2020-10-29 2020-09-30 13F SP GLOBAL INC COM Stock 78409V104 8,625 465 5.70 3,107 18.09 0.1855
2020-08-05 2020-06-30 13F SP GLOBAL INC COM Stock 78409V104 8,160 6,979 590.94 2,631 826.41 0.2085
2020-05-12 2020-03-31 13F SP GLOBAL INC COM Stock 78409V104 1,181 450 61.56 284 37.20 0.0287
2020-01-17 2019-12-31 13F S&P GLOBAL INC COM Stock 78409V104 731 105 16.77 207 51.09 0.0156
2019-11-07 2019-09-30 13F S&P GLOBAL INC COM Stock 78409V104 626 282 81.98 137 87.67 0.0092
2019-05-15 2019-03-31 13F S&P GLOBAL Stock 78409V104 344 -2,371 -87.33 73 -84.03 0.0100
2019-06-03 2018-12-31 13F/A-10 S&P GLOBAL INC COM Stock 78409V104 2,715 -107 -3.79 457 -17.06 0.0279
2019-01-23 2018-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,715 -3,672 457 0.0279
2019-06-03 2018-09-30 13F/A-9 S&P GLOBAL INC COM Stock 78409V104 2,822 146 5.46 551 0.92 0.0225
2018-10-25 2018-09-30 13F S&P GLOBAL INC COM Stock 78409V104 2,822 -4,251 551 0.0225
2019-06-03 2018-06-30 13F/A-8 S&P GLOBAL INC COM Stock 78409V104 2,676 308 13.01 546 36.16 0.0230
2018-08-07 2018-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,676 261 546
2019-06-03 2018-03-31 13F/A-7 S&P GLOBAL INC COM Stock 78409V104 2,368 0 0.00 401 0.00 0.0182
2018-05-09 2018-03-31 13F S&P GLOBAL INC COM Stock 78409V104 2,415 47 461
2019-06-03 2017-12-31 13F/A-6 S&P GLOBAL INC COM Stock 78409V104 2,368 109 4.83 401 13.60 0.0182
2018-01-24 2017-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,368 109 401
2017-10-30 2017-09-30 13F S&P GLOBAL INC COM Stock 78409V104 2,259 13 0.58 353 7.62 0.0140
2019-06-03 2017-06-30 13F/A-5 S&P GLOBAL INC COM Stock 78409V104 2,246 69 3.17 328 15.09 0.0139
2017-07-31 2017-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,246 69 328
2019-06-03 2017-03-31 13F/A-4 S&P GLOBAL INC COM Stock 78409V104 2,177 3 0.14 285 21.79 0.0124
2017-04-26 2017-03-31 13F S&P GLOBAL INC COM Stock 78409V104 2,177 3 285
2019-06-03 2016-12-31 13F/A-3 S&P GLOBAL INC COM Stock 78409V104 2,174 -27 -1.23 234 -16.13 0.0113
2017-02-14 2016-12-31 13F S&P GLOBAL INC COM Stock 78409V104 2,174 -27 234
2016-11-04 2016-09-30 13F S&P GLOBAL INC COM Stock 78409V104 2,201 37 1.71 279 20.26 0.0145
2019-06-03 2016-06-30 13F/A-2 S&P GLOBAL INC COM Stock 78409V104 2,164 1,820 529.07 232 217.81 0.0130
2016-08-22 2016-06-30 13F S&P GLOBAL INC COM Stock 78409V104 2,164 1,820 232
2019-06-03 2016-03-31 13F/A-1 S&P GLOBAL Stock 78409V104 344 -1,774 -83.76 73 -65.07 0.0100
2016-05-02 2016-03-31 13F MCGRAW HILL FINL INC COM Stock 580645109 2,160 42 214
2016-02-11 2015-12-31 13F MCGRAW HILL FINL INC COM Stock 580645109 2,118 2,118 209 0.0140
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.