Position in SPGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,352,121,645
+$1,351,822,258 QoQ
Shares Held
3,509,288
+471578.5% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#1
of 160 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0.0005414203678922904.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9994585796321.ToString("F0")%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,591,993,688 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (84.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
3,509,288 | $1,352,121,645 | |
| 2 | CME |
Cme Group Inc.
|
658,635 | $145,446,366 | |
| 3 | MSCI |
MSCI Inc.
|
56,294 | $31,526,889 | |
| 4 | MCO |
Moodys Corp /De/
|
63,894 | $28,938,869 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
117,154 | $14,422,827 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
51,544 | $12,508,181 | |
| 7 | FDS |
Factset Research Systems Inc
|
25,022 | $5,757,061 | |
| 8 | COIN |
Coinbase Global, Inc.
|
8,700 | $1,271,850 |
All Filings in SPGI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,352,121,645 | 3,509,288 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $299,387 | 744 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $267,475 | 541 | Shares | Other | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||