Curated Wealth Partners 13F: Cuts SPGI Stake by $1.4B

Curated Wealth Partners trimmed its investment in S&P Global Inc. NYSE:SPGI sharply, cutting its stake by 99.9% during the period, according to a Form 13F regulatory filing. Note that Form 13F filings are backward-looking and reflect holdings as of the reporting date rather than current positions.

Inside Curated Wealth Partners's S&P Global Trade

In a filing on October 15, 2026, Curated Wealth Partners reported selling 3,506,988 shares of S&P Global. That left the fund holding just 2,300 shares, with a reported value of $907,281. The prior holding stood at 3,509,288 shares.

Other Institutional Activity in S&P Global

Other major funds also adjusted their S&P Global positions during the reporting period. Blackrock Inc. reduced its holdings by 89,061 shares, ending with 23,981,586 shares worth about $10,303,448,960. Vanguard Capital Management LLC cut its stake by 81,411 shares, leaving 19,302,219 shares valued at approximately $8,293,005,653. State Street Corporation grew its position by adding 307,602 shares for a total of 14,482,789 shares worth about $6,222,385,678. TCI Fund Management Ltd lifted its holdings by 46,318 shares to finish with 14,081,957 shares valued at roughly $6,050,172,211. Morgan Stanley cut its stake by 598,629 shares, holding 7,309,278 shares worth about $3,140,358,306.

S&P Global Inc. Stock Up 4.6%

S&P Global shares recently traded around $427.19 as of October 16, 2026. The stock sits 3.0% above its 50-day moving average of $414.60 and 1.6% above its 200-day moving average of $420.30. Shares trade 18.2% below their 52-week high of $522.47 and 18.3% above their 52-week low of $361.03.

Recent Earnings

S&P Global reported trailing-twelve-month revenue of $16.12 billion alongside trailing earnings of $16.43 per share. The company posted a net profit margin of 30.5% and a return on equity of 14.3%. S&P Global's next earnings update is scheduled for October 27, 2026.

Dividend

S&P Global pays an annual dividend with a yield of 0.91%. The company's payout ratio sits at 23.5% of earnings.

Insider Buying and Selling at S&P Global Inc.

Insiders made several purchases earlier in the year. Director Hubert Joly bought 2,500 shares on February 11, 2026, with a total value of $997,459. Chief Executive Officer Martina Cheung purchased 2,322 shares on April 29, 2026, at an average price of $429.93 for a total of $998,297. Director Robert Edward Moritz Jr. acquired 1,151 shares on April 30, 2026, at $434.03 per share worth $500,001. Officer Catherine R Clay bought 2,500 shares on May 1, 2026, at $431.39 per share for a total value of $1,078,475.

Analysts Set New Price Targets

Wall Street firms have updated their views on the stock. RBC Capital reiterated its Outperform rating with a $510.00 price target on August 26, 2026. Mizuho maintained an Outperform rating while lowering its target from $554.00 to $531.00 on October 6, 2026. Morgan Stanley kept an Overweight rating and trimmed its target from $525.00 to $477.00 on October 7, 2026. BMO Capital maintained an Outperform rating and adjusted its target from $505.00 to $500.00 on October 13, 2026. JP Morgan kept an Overweight rating while moving its target from $530.00 to $520.00 on October 14, 2026. Overall, the stock holds a consensus Strong Buy rating with a mean price target of $515.71 across 21 analyst opinions.

About S&P Global

Headquartered in New York, S&P Global provides essential financial benchmarks, market data, credit ratings, and analytics for global capital and commodity markets. The firm operates across four main divisions serving institutional investors, corporations, and governments worldwide. Monitoring institutional ownership changes like Curated Wealth Partners' recent filing helps market participants track shifting sentiment among large professional investors.

Bottom Line

Curated Wealth Partners' dramatic reduction in S&P Global shares highlights a significant shift in its portfolio strategy during the quarter. Investors will look toward the company's upcoming earnings release on October 27, 2026, for further updates on financial performance. As always, quarterly 13F filings show past positioning and may not reflect current holdings.