Capital Wealth Planning LLC Boosts CME Group Stake by 14%

Investment firm increases holding in financial services provider to over 2.5 million shares

Mar. 14, 2026 at 8:10am

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Capital Wealth Planning LLC grew its stake in shares of CME Group Inc. (NASDAQ:CME) by 14.1% during the third quarter, according to the company's recent disclosure with the Securities and Exchange Commission. The fund now owns 2,532,506 shares of the financial services provider's stock, making it one of the company's largest institutional investors.

Why it matters

CME Group operates some of the world's largest and most liquid derivatives exchanges, including the Chicago Mercantile Exchange (CME), the Chicago Board of Trade (CBOT), and the New York Mercantile Exchange (NYMEX). As a major player in the global financial markets, changes in CME Group's institutional ownership can signal broader trends and investor sentiment.

The details

Capital Wealth Planning LLC's increased stake in CME Group represents an additional 313,866 shares purchased during the third quarter. The investment firm now owns approximately 0.70% of CME Group's outstanding shares, valued at $684,258,000 as of the most recent SEC filing.

  • Capital Wealth Planning LLC disclosed the increased stake in a filing with the SEC on March 14, 2026.
  • The additional 313,866 shares were purchased during the third quarter of 2025.

The players

Capital Wealth Planning LLC

An investment management firm that focuses on wealth preservation and growth for high-net-worth individuals and institutions.

CME Group Inc.

A global markets company that operates some of the world's largest and most liquid derivatives exchanges, including the Chicago Mercantile Exchange (CME), the Chicago Board of Trade (CBOT), and the New York Mercantile Exchange (NYMEX).

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The takeaway

Capital Wealth Planning's increased stake in CME Group highlights the investment firm's confidence in the financial services provider's long-term growth potential. As one of CME Group's largest institutional investors, Capital Wealth Planning's move could signal broader optimism around the company's market position and future performance.