Captrust Financial Advisors Boosts CME Group Holdings

The investment firm increased its stake in the financial services provider by nearly 6% in the third quarter.

Mar. 18, 2026 at 8:36am

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Captrust Financial Advisors, an institutional investor, increased its holdings in shares of CME Group Inc. (NASDAQ:CME) by 5.9% in the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 552,929 shares of the financial services provider's stock, worth approximately $149 million.

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 ownership structure can provide insights into investor sentiment and market trends.

The details

According to the 13F filing, Captrust Financial Advisors added 30,983 shares of CME Group to its portfolio during the third quarter. The firm now owns approximately 0.15% of CME Group's outstanding shares. Other institutional investors have also been active in the stock, with Caldwell Trust Co. and Loring Wolcott & Coolidge Fiduciary Advisors LLP MA among those who have increased their stakes in recent quarters.

  • Captrust Financial Advisors increased its CME Group holdings in the third quarter of 2026.

The players

Captrust Financial Advisors

An institutional investment firm that manages assets for individuals, businesses, 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

Captrust Financial Advisors' increased stake in CME Group suggests the investment firm sees continued growth potential in the financial services provider. As a major player in the global derivatives market, changes in CME Group's ownership structure can provide insights into broader market trends and investor sentiment.