S&P Global Inc.
US ˙ NYSE ˙ US78409V1044

SecuritySPGI / S&P Global Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership74,773 shares
Latest Disclosed Value $ 32,459,626
Whittier Trust Co reports 4.68% increase in ownership of SPGI / S&P Global Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 74,773 shares of S&P Global Inc. (US:SPGI) valued at $31,803,948 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 71,429 shares of S&P Global Inc.. This represents a change in shares of 4.68% during the quarter. The current value of the position is $30,828,160 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)
2026-04-28 2026-03-31 13F S&P GLOBAL common 78409V104 74,773 3,344 4.68 32,460 -15.79 0.3663
2026-01-26 2025-12-31 13F S&P GLOBAL common 78409V104 71,429 1,804 2.59 38,547 15.39 0.4174
2025-10-31 2025-09-30 13F S&P GLOBAL common 78409V104 69,625 1,972 2.91 33,407 -6.35 0.3802
2025-07-30 2025-06-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 67,653 4,518 7.16 35,672 11.20 0.4301
2025-05-02 2025-03-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 63,135 97 0.15 32,078 2.18 0.4469
2025-02-11 2024-12-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 63,038 1,347 2.18 31,394 -1.49 0.4136
2024-10-21 2024-09-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 61,691 1,055 1.74 31,870 17.85 0.4265
2024-07-29 2024-06-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 60,636 2,139 3.66 27,044 8.66 0.3837
2024-05-02 2024-03-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 58,497 1,407 2.46 24,887 -1.04 0.3629
2024-01-11 2023-12-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 57,090 931 1.66 25,148 22.55 0.4077
2023-10-27 2023-09-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 56,159 1,266 2.31 20,520 -6.75 0.3647
2023-07-24 2023-06-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 54,893 -607 -1.09 22,006 15.01 0.3825
2023-04-21 2023-03-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 55,500 1,890 3.53 19,134 6.56 0.3483
2023-01-25 2022-12-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 53,610 4,917 10.10 17,956 20.76 0.3493
2022-10-21 2022-09-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 48,693 1,080 2.27 14,868 -7.35 0.3116
2022-07-28 2022-06-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 47,613 1,522 3.30 16,048 -15.11 0.3241
2022-04-29 2022-03-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 46,091 3,285 7.67 18,905 -6.42 0.3188
2022-01-19 2021-12-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 42,806 1,061 2.54 20,201 13.90 0.3283
2021-11-01 2021-09-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 41,745 976 2.39 17,736 5.99 0.3229
2021-07-29 2021-06-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 40,769 2,138 5.53 16,733 22.76 0.2981
2021-04-26 2021-03-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 38,631 2,061 5.64 13,631 13.39 0.2647
2021-01-29 2020-12-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 36,570 2,810 8.32 12,021 -1.26 0.2568
2020-10-30 2020-09-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 33,760 417 1.25 12,174 10.82 0.2898
2020-07-10 2020-06-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 33,343 20,775 165.30 10,985 256.66 0.3051
2020-04-27 2020-03-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 12,568 8,014 175.98 3,080 147.79 0.1006
2020-01-31 2019-12-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 4,554 1,680 58.46 1,243 76.56 0.0326
2019-10-18 2019-09-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 2,874 104 3.75 704 11.57 0.0201
2019-07-23 2019-06-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 2,770 146 5.56 631 14.10 0.0185
2019-04-29 2019-03-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 2,624 1,164 79.73 553 122.98 0.0169
2019-02-07 2018-12-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 1,460 0 0.00 248 -12.98 0.0085
2018-10-23 2018-09-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 1,460 0 0.00 285 -4.36 0.0089
2018-07-27 2018-06-30 13F/A-1 S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 1,460 0 0.00 298 6.81 0.0098
2018-07-20 2018-06-30 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 1,170 1,170 97 4,840.0875
2018-05-01 2018-03-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 1,460 0 0.00 279 12.50 0.0094
2018-02-07 2017-12-31 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 1,460 -96 -6.17 248 1.64 0.0087
2017-10-23 2017-09-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 1,556 0 0.00 244 7.49 0.0089
2017-07-20 2017-06-30 13F S&P GLOBAL US LARGE-CAP EQUITIES 78409V104 1,556 0 0.00 227 11.82 0.0088
2017-04-26 2017-03-31 13F S&P GLOBAL US LARGE CAP EQUITIES 78409V104 1,556 96 6.58 203 29.30 0.0082
2017-01-18 2016-12-31 13F S&P GLOBAL US LARGE CAP EQUITIES 78409V104 1,460 0 0.00 157 -15.14 0.0067
2016-11-10 2016-09-30 13F S&P GLOBAL US LARGE CAP EQUITIES 78409V104 1,460 0 0.00 185 17.83 0.0081
2016-07-28 2016-06-30 13F S&P GLOBAL US LARGE CAP EQUITIES 78409V104 1,460 0 0.00 157 8.28 0.0069
2016-04-28 2016-03-31 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 1,460 -135 -8.46 145 -7.64 0.0064
2016-02-10 2015-12-31 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 1,595 -750 -31.98 157 -22.66 0.0071
2015-11-12 2015-09-30 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 2,345 0 0.00 203 -13.62 0.0099
2015-08-13 2015-06-30 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 2,345 36 1.56 235 -1.26 0.0104
2015-05-05 2015-03-31 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 2,309 2,309 0.00 238 0.0109
2015-02-04 2014-12-31 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 0 -1,170 -100.00 0 -100.00
2014-11-07 2014-09-30 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 1,170 0 0.00 99 2.06 0.0048
2014-08-04 2014-06-30 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 1,170 0 0.00 97 7.78 0.0048
2014-05-01 2014-03-31 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 1,170 0 0.00 90 -1.10 0.0046
2014-02-05 2013-12-31 13F MCGRAW HILL FINANCIAL, INC COM US LARGE CAP EQUITIES 580645109 1,170 0 0.00 91 18.18 0.0047
2013-11-18 2013-09-30 13F MCGRAW HILL FINANCIAL COM 580645109 1,170 0 0.00 77 24.19 0.0042
2013-08-14 2013-06-30 13F MCGRAW HILL FINANCIAL COM 580645109 1,170 1,170 62 0.0035
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.