CME — CME GROUP INC

Ownership history in WINDWARD CAPITAL MANAGEMENT CO /CA  ·  40 quarters on record

AI Ownership Summary

WINDWARD CAPITAL MANAGEMENT CO /CA reported CME GROUP INC (CME) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.05% in 2025 Q2. The latest visible filing shows CME at 1.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WINDWARD CAPITAL MANAGEMENT CO /CA's position in CME GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CME was reported at 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CME stock page WINDWARD CAPITAL MANAGEMENT CO /CA fund profile WINDWARD CAPITAL MANAGEMENT CO /CA full holdings
How WINDWARD CAPITAL MANAGEMENT CO /CA held CME — position size vs. price
% of Fund (quarterly)    CME price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 83,827 -3,265 -3.7% 1.81% $22.9M 2026-02-14 (Est.) $295.99
2025 Q3 REDUCED 87,092 -517 -0.6% 1.88% $23.5M 2025-10-30 $255.57
2025 Q2 REDUCED 87,609 -687 -0.8% 2.05% $24.1M 2025-08-12 $266.93
2025 Q1 ADDED 88,296 +786 +0.9% 2.02% $23.4M 2025-05-13 $258.45
2024 Q4 REDUCED 87,510 -682 -0.8% 1.55% $20.3M 2025-01-27 $227.09
2024 Q3 ADDED 88,192 +381 +0.4% 1.48% $19.5M 2024-11-01 $208.11
2024 Q2 REDUCED 87,811 -1,687 -1.9% 1.45% $17.3M 2024-08-06 $187.37
2024 Q1 ADDED 89,498 +1,344 +1.5% 1.61% $19.3M 2024-05-07 $191.78
2023 Q4 REDUCED 88,154 -134 -0.2% 1.59% $18.6M 2024-01-16 $181.86
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CME

As of 2026 Q1 — sorted by position size

Marex Group plc 0.66% Ridgewood Investments LLC 3Y 7Y 0.36% Coastline Trust Co 3Y 7Y 0.08% Ares Financial Consulting, LLC 0.05% BEACON FINANCIAL GROUP 3Y 7Y 0.03% Hickory Point Bank & Trust 0.03% Hilltop National Bank 0.02% Global Wealth Strategies & Associates 3Y 0.01% Bangor Savings Bank 3Y 7Y 0.0% ADIRONDACK TRUST CO 3Y 7Y 0.0%

FAQ About WINDWARD CAPITAL MANAGEMENT CO /CA and CME

These are the practical questions this page is built to answer before you even open the full history table.

How long has WINDWARD CAPITAL MANAGEMENT CO /CA reported owning CME?

WINDWARD CAPITAL MANAGEMENT CO /CA reported CME across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CME position in WINDWARD CAPITAL MANAGEMENT CO /CA's portfolio?

The largest reported portfolio weight for CME was 2.05% in 2025 Q2.

What is the latest reported CME position on this page?

The most recent filing on this page is 2025 Q4, when WINDWARD CAPITAL MANAGEMENT CO /CA reported 83,827 shares, equal to 1.81% of portfolio, with an estimated market value of $22.9M.

What does the chart on this CME ownership page compare?

The chart compares WINDWARD CAPITAL MANAGEMENT CO /CA's quarterly CME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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