S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership5,732 shares
Latest Disclosed Value $ 2,438,048
Belpointe Asset Management LLC reports 41.39% increase in ownership of SPGI / S&P Global Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 5,732 shares of S&P Global Inc. (MX:SPGI) valued at $2,438,048 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,054 shares of S&P Global Inc.. This represents a change in shares of 41.39% 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)
2026-04-28 2026-03-31 13F S&P Global Inc. COM 78409V104 5,732 1,678 41.39 2,438 15.11 0.0890
2026-01-27 2025-12-31 13F S&P GLOBAL COM 78409V104 4,054 -2 -0.05 2,119 7.29 0.0765
2025-11-03 2025-09-30 13F S&P GLOBAL COM 78409V104 4,056 88 2.22 1,974 -5.64 0.0754
2025-07-22 2025-06-30 13F S&P GLOBAL COM 78409V104 3,968 -140 -3.41 2,092 0.24 0.0872
2025-05-20 2025-03-31 13F S&P GLOBAL COM 78409V104 4,108 48 1.18 2,087 0.19 0.1086
2025-02-13 2024-12-31 13F S&P GLOBAL COM 78409V104 4,060 -9 -0.22 2,084 -0.90 0.1255
2024-11-13 2024-09-30 13F S&P GLOBAL COM 78409V104 4,069 64 1.60 2,102 17.69 0.1261
2024-08-02 2024-06-30 13F S&P GLOBAL COM 78409V104 4,005 -57 -1.40 1,786 3.36 0.1246
2024-05-08 2024-03-31 13F S&P GLOBAL COM 78409V104 4,062 8 0.20 1,728 -3.19 0.1294
2024-02-13 2023-12-31 13F S&P GLOBAL COM 78409V104 4,054 19 0.47 1,786 21.10 0.1569
2023-11-15 2023-09-30 13F S&P GLOBAL COM 78409V104 4,035 -192 -4.54 1,474 -12.99 0.1527
2023-08-15 2023-06-30 13F S&P GLOBAL COM 78409V104 4,227 -934 -18.10 1,695 -4.78 0.1792
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 5,161 405 8.52 1,779 11.68 0.0961
2023-02-08 2022-12-31 13F S&P GLOBAL COM 78409V104 4,756 92 1.97 1,593 11.95 0.0963
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 4,664 398 9.33 1,423 -1.04 0.0962
2022-08-02 2022-06-30 13F S&P GLOBAL COM 78409V104 4,266 0 0.00 1,438 -17.88 0.0964
2022-04-28 2022-03-31 13F S&P GLOBAL COM 78409V104 4,266 190 4.66 1,751 -8.99 0.1061
2022-02-15 2021-12-31 13F S&P GLOBAL COM 78409V104 4,076 -12 -0.29 1,924 10.77 0.1199
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 4,088 93 2.33 1,737 5.91 0.1184
2021-08-09 2021-06-30 13F S&P GLOBAL COM 78409V104 3,995 -1,216 -23.34 1,640 -10.82 0.1180
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 5,211 1,440 38.19 1,839 48.31 0.1574
2021-02-16 2020-12-31 13F S&P GLOBAL COM 78409V104 3,771 24 0.64 1,240 -8.22 0.1113
2020-11-13 2020-09-30 13F/A-1 S&P GLOBAL COM 78409V104 3,747 -10 -0.27 1,351 9.13 0.1504
2020-11-13 2020-09-30 13F S&P GLOBAL COM 78409V104 3,760 921
2020-07-20 2020-06-30 13F S&P GLOBAL COM 78409V104 3,757 -3 -0.08 1,238 34.42 0.1603
2020-07-20 2020-03-31 13F S&P GLOBAL COM 78409V104 3,760 -279 -6.91 921 -16.42 0.1613
2020-02-18 2019-12-31 13F S&P GLOBAL COM 78409V104 4,039 1,510 59.71 1,102 77.74 0.1398
2020-01-16 2019-09-30 13F S&P GLOBAL COM 78409V104 2,529 -10 -0.39 620 7.27 0.1003
2019-11-22 2019-06-30 13F S&P GLOBAL COM 78409V104 2,539 -1,922 -43.08 578 -38.45 0.1137
2019-06-11 2019-03-31 13F S&P GLOBAL COM 78409V104 4,461 1,939 76.88 939 118.88 0.1834
2019-03-06 2018-12-31 13F S&P GLOBAL COM 78409V104 2,522 -1,483 -37.03 429 -45.21 0.1087
2018-11-23 2018-09-30 13F S&P GLOBAL COM 78409V104 4,005 1,147 40.13 783 34.31 0.1238
2018-08-06 2018-06-30 13F S&P GLOBAL COM 78409V104 2,858 -2,186 -43.34 583 -39.52 0.1629
2018-08-06 2018-03-31 13F S&P GLOBAL COM 78409V104 5,044 1,276 33.86 964 51.10 0.2810
2018-02-14 2017-12-31 13F S&P GLOBAL COM 78409V104 3,768 -1,729 -31.45 638 -25.73 0.1398
2017-11-16 2017-09-30 13F S&P GLOBAL COM 78409V104 5,497 5,497 859 0.2010
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.