CME GROUP INC (CME)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
55
Reporting holders
$222.8M
Reported value
0.0%
Calls
0.0%
Puts
-1,661
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hamlin Capital Management, LLC | $139.4M | 531,932 | 3.45% | 24q | -1.0%-$1.3M |
| CONGRESS ASSET MANAGEMENT CO | $15.7M | 59,774 | 0.10% | 32q | -4.8%-$784.6K |
| Keystone Financial Planning, Inc. | $11.3M | 43,310 | 2.81% | 4q | HELD |
| Martin Capital Partners, LLC | $10.6M | 40,624 | 3.81% | 9q | +1.3%+$131.8K |
| BENEDICT FINANCIAL ADVISORS INC | $8.0M | 30,601 | 1.59% | 15q | HELD |
| Dupree Financial Group, LLC | $4.3M | 16,365 | 1.55% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $4.0M | 15,135 | 0.10% | 32q | -5.2%-$216.9K |
| Farther Finance Advisors, LLC | $2.7M | 10,422 | 0.02% | 16q | -11.1%-$342.4K |
| GAMMA Investing LLC | $2.4M | 9,295 | 0.08% | 12q | +9.9%+$220.3K |
| YHB Investment Advisors, Inc. | $1.8M | 7,017 | 0.12% | 32q | -3.4%-$65.2K |
| Applied Capital LLC/FL | $1.8M | 6,929 | 0.72% | 16q | +2.2%+$38.2K |
| Avidian Wealth Enterprises, LLC | $1.8M | 6,746 | 0.05% | 16q | +3.4%+$57.9K |
| Wedmont Private Capital | $1.4M | 5,108 | 0.03% | 15q | +46.0%+$444.8K |
| SAPIENT CAPITAL LLC | $1.4M | 5,380 | 0.02% | 12q | -51.0%-$1.5M |
| Grove Bank & Trust | $1.3M | 5,038 | 0.13% | 29q | +0.8%+$10.2K |
| CoreCap Advisors, LLC | $1.2M | 4,512 | 0.03% | 12q | +16.8%+$170.0K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $1.1M | 4,375 | 0.82% | 4q | -1.3%-$15.5K |
| Venture Visionary Partners LLC | $1.1M | 4,039 | 0.03% | 26q | -0.7%-$7.3K |
| Bank of New Hampshire | $832.3K | 3,177 | 0.18% | 22q | HELD |
| Boltwood Capital Management | $830.5K | 3,170 | 0.19% | 32q | +0.8%+$6.5K |
| Valeo Financial Advisors, LLC | $826.4K | 3,155 | 0.02% | 17q | +9.7%+$73.3K |
| INSPIRION WEALTH ADVISORS, LLC | $816.1K | 3,115 | 0.09% | 32q | HELD |
| Ridgewood Investments LLC | $806.6K | 3,079 | 0.30% | 15q | +6.3%+$47.7K |
| Everhart Financial Group, Inc. | $746.6K | 2,850 | 0.05% | 13q | +0.5%+$3.9K |
| DIVERSIFIED MANAGEMENT INC | $707.1K | 2,699 | 0.12% | new | NEW |
| Balefire, LLC | $697.5K | 2,662 | 0.11% | 8q | +2.0%+$13.9K |
| Investors Research Corp | $668.0K | 2,550 | 0.12% | new | NEW |
| Legacy Wealth Asset Management, LLC | $641.1K | 2,447 | 0.14% | 17q | +1.1%+$7.1K |
| ROCKLAND TRUST CO | $578.5K | 2,208 | 0.02% | 4q | +10.5%+$55.0K |
| Peoples Bank/KS | $445.1K | 1,699 | 0.43% | 13q | -10.8%-$53.7K |
| Quintet Private Bank (Europe) S.A. | $429.6K | 1,640 | 0.02% | 13q | +1071.4%+$393.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $363.6K | 1,388 | 0.03% | 20q | HELD |
| Rosenberg Matthew Hamilton | $303.1K | 1,157 | 0.05% | 27q | +31.0%+$71.8K |
| Weaver Consulting Group | $267.2K | 1,020 | 0.05% | 9q | HELD |
| Kessler Investment Group, LLC | $243.1K | 928 | 0.12% | 7q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $208.0K | 794 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $187.3K | 715 | 0.02% | 32q | +21.6%+$33.3K |
| Trust Co | $158.0K | 603 | 0.01% | 9q | -0.7%-$1.0K |
| TOMPKINS FINANCIAL CORP | $157.2K | 600 | 0.01% | 31q | HELD |
| GK Wealth Management LLC | $113.9K | 435 | 0.06% | new | NEW |
| Bank & Trust Co | $101.1K | 386 | 0.06% | 10q | HELD |
| GoalVest Advisory LLC | $90.6K | 346 | 0.02% | 13q | -3.4%-$3.1K |
| Hickory Point Bank & Trust | $39.3K | 150 | 0.02% | 3q | HELD |
| Bangor Savings Bank | $30.9K | 118 | 0.00% | 18q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $30.7K | 117 | 0.00% | 4q | -73.7%-$85.9K |
| Mn Services Vermogensbeheer B.V. | $28.0K | 106,810 | 0.21% | 31q | +1.0% |
| BURKETT FINANCIAL SERVICES, LLC | $25.4K | 97 | 0.01% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $19.6K | 75 | 0.00% | 16q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $17.3K | 66 | 0.00% | 15q | -13.2%-$2.6K |
| ATWOOD & PALMER INC | $9.2K | 35 | 0.00% | 20q | HELD |
| Planning Strategies Inc. | $5.5K | 21 | 0.00% | 2q | +50.0%+$1.8K |
| EASTERN BANK | $3.1K | 12 | 0.00% | 2q | HELD |
| Davis Capital Management | $3.1K | 12 | 0.00% | 5q | -74.5%-$9.2K |
| Retirement Wealth Solutions LLC | $2.9K | 11 | 0.00% | 5q | +450.0%+$2.4K |
| TOTH FINANCIAL ADVISORY CORP | $1.3K | 5 | 0.00% | new | NEW |
| CX Institutional | $656 | 2,503 | 0.02% | 16q | +10.9% |
| WoodTrust Financial Corp | $432 | 1,650 | 0.05% | 20q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $262 | 1 | 0.00% | new | NEW |
| Polaris Financial Partners | $10 | 39 | 0.00% | new | FIRST |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-25 | 2026-09-24 | Charter or bylaws amended | filing |
| 2026-09-09 | 2026-09-09 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | DUFFY TERRENCE A | Chairman and CEO | Sold | 35,000 | $10.4M ×2 |
| 2026-09-10 | DUFFY TERRENCE A | Chairman and CEO | Sold | 15,000 | $4.1M ×2 |
| 2026-05-18 | Piell Hilda Harris | Sr MD & Chief HR Officer | Sold | 5,753 | $1.8M |
| 2026-09-14 | Cook Elizabeth A | Director | Sold | 500 | $140.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 55 | $222.8M | 850,145 | 8 | 19 | 14 | 0.0% |
| Q2 2026 | 1,716 | $78.6B | 350,766,294 | 154 | 636 | 636 | 1.5% |
| Q1 2026 | 1,802 | $97.6B | 326,678,426 | 169 | 672 | 589 | 1.1% |
| Q4 2025 | 1,741 | $89.7B | 325,307,753 | 114 | 645 | 537 | 1.0% |
| Q3 2025 | 1,660 | $89.4B | 327,102,750 | 112 | 611 | 556 | 1.2% |
| Q2 2025 | 1,674 | $90.9B | 325,758,094 | 157 | 645 | 501 | 1.3% |
| Q1 2025 | 1,608 | $89.3B | 323,976,314 | 185 | 557 | 522 | 1.1% |
| Q4 2024 | 1,511 | $75.3B | 320,580,327 | 118 | 532 | 453 | 1.1% |
| Q3 2024 | 1,395 | $72.6B | 324,290,115 | 106 | 472 | 520 | 1.4% |
| Q2 2024 | 1,389 | $64.7B | 325,357,309 | 106 | 532 | 456 | 1.2% |
| Q1 2024 | 1,380 | $74.2B | 341,634,318 | 108 | 508 | 459 | 0.9% |
| Q4 2023 | 1,368 | $71.8B | 336,316,499 | 119 | 488 | 393 | 1.3% |
| Q3 2023 | 1,238 | $63.9B | 314,608,450 | 93 | 423 | 396 | 1.2% |
| Q2 2023 | 1,206 | $59.0B | 314,735,182 | 85 | 431 | 396 | 1.0% |
| Q1 2023 | 1,184 | $62.2B | 320,363,243 | 121 | 463 | 346 | 1.1% |
| Q4 2022 | 1,157 | $53.1B | 310,899,896 | 73 | 433 | 345 | 1.4% |
| Q3 2022 | 1,148 | $56.1B | 312,983,464 | 80 | 398 | 357 | 1.2% |
| Q2 2022 | 1,165 | $64.4B | 310,252,436 | 85 | 422 | 360 | 1.1% |
| Q1 2022 | 1,186 | $75.5B | 313,632,455 | 112 | 425 | 346 | 1.2% |
| Q4 2021 | 1,152 | $72.7B | 313,911,703 | 93 | 386 | 333 | 1.3% |
| Q3 2021 | 1,056 | $60.7B | 309,304,444 | 56 | 358 | 339 | 1.5% |
| Q2 2021 | 1,091 | $67.1B | 311,081,677 | 78 | 371 | 324 | 1.4% |
| Q1 2021 | 1,062 | $64.4B | 311,021,980 | 95 | 384 | 334 | 1.4% |
| Q4 2020 | 1,040 | $57.5B | 307,840,939 | 84 | 330 | 377 | 2.3% |
| Q3 2020 | 1,001 | $51.9B | 305,193,778 | 53 | 334 | 396 | 1.7% |
| Q2 2020 | 1,051 | $50.6B | 305,832,287 | 97 | 370 | 362 | 1.7% |
| Q1 2020 | 1,034 | $54.5B | 310,291,313 | 79 | 359 | 386 | 1.5% |
| Q4 2019 | 1,062 | $63.3B | 311,914,914 | 70 | 351 | 315 | 1.1% |
| Q3 2019 | 997 | $65.5B | 305,826,534 | 81 | 295 | 362 | 1.3% |
| Q2 2019 | 979 | $60.8B | 309,192,971 | 74 | 320 | 366 | 1.4% |
| Q1 2019 | 1,000 | $50.7B | 305,259,068 | 90 | 332 | 358 | 0.9% |
| Q4 2018 | 1,019 | $58.9B | 311,114,210 | 10 | 22 | 15 | 0.8% |