CME Group Inc.
BG ˙ BUL ˙ US12572Q1058
SecurityBG:MX4A / CME Group Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership11,403 shares
Latest Disclosed Value $ 3,368,132
HCR Wealth Advisors reports 1.43% decrease in ownership of MX4A / CME Group Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 11,403 shares of CME Group Inc. (BG:MX4A) valued at $3,368,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 11,568 shares of CME Group Inc.. This represents a change in shares of -1.43% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F CME Group Common Stock 12572Q105 11,403 -165 -1.43 3,368 6.62 0.3493
2026-01-27 2025-12-31 13F CME Group Common Stock 12572Q105 11,568 416 3.73 3,159 6.72 0.3129
2025-10-03 2025-09-30 13F CME Group Common Stock 12572Q105 11,152 580 5.49 2,960 1.61 0.3065
2025-07-17 2025-06-30 13F CME Group Common Stock 12572Q105 10,572 420 4.14 2,914 8.17 0.3429
2025-04-21 2025-03-31 13F CME Group Common Stock 12572Q105 10,152 -111 -1.08 2,693 13.01 0.3506
2025-01-14 2024-12-31 13F CME Group Common Stock 12572Q105 10,263 4 0.04 2,383 5.30 0.2986
2024-10-10 2024-09-30 13F CME Group Common Stock 12572Q105 10,259 140 1.38 2,264 13.78 0.2962
2024-08-07 2024-06-30 13F CME Group Common Stock 12572Q105 10,119 138 1.38 1,989 -7.40 0.2843
2024-05-10 2024-03-31 13F CME Group Common Stock 12572Q105 9,981 104 1.05 2,149 3.27 0.3259
2024-02-09 2023-12-31 13F CME Group Common Stock 12572Q105 9,877 806 8.89 2,080 14.54 0.3286
2023-10-20 2023-09-30 13F CME GROUP COM 12572Q105 9,071 -1,931 -17.55 1,816 -10.89 0.3982
2023-08-10 2023-06-30 13F CME GROUP COM 12572Q105 11,002 -118 -1.06 2,039 -4.27 0.3775
2023-05-12 2023-03-31 13F CME GROUP COM 12572Q105 11,120 305 2.82 2,130 14.28 0.4215
2023-02-13 2022-12-31 13F CME GROUP COM 12572Q105 10,815 -283 -2.55 1,864 -5.24 0.3911
2022-11-07 2022-09-30 13F CME GROUP COM 12572Q105 11,098 -379 -3.30 1,966 -16.30 0.4178
2022-08-12 2022-06-30 13F CME GROUP COM 12572Q105 11,477 -289 -2.46 2,349 -16.08 0.4715
2022-05-05 2022-03-31 13F CME GROUP COM 12572Q105 11,766 -1,022 -7.99 2,799 -4.21 0.4575
2022-02-04 2021-12-31 13F CME GROUP COM 12572Q105 12,788 -378 -2.87 2,922 14.77 0.4529
2021-11-02 2021-09-30 13F CME GROUP COM 12572Q105 13,166 481 3.79 2,546 -5.63 0.4249
2021-07-21 2021-06-30 13F CME GROUP COM 12572Q105 12,685 409 3.33 2,698 7.62 0.4684
2021-05-13 2021-03-31 13F CME GROUP COM 12572Q105 12,276 -918 -6.96 2,507 4.37 0.4957
2021-02-04 2020-12-31 13F CME GROUP COM 12572Q105 13,194 971 7.94 2,402 17.86 0.5027
2020-11-05 2020-09-30 13F CME GROUP COM 12572Q105 12,223 1,394 12.87 2,038 11.73 0.4660
2020-07-30 2020-06-30 13F CME GROUP COM 12572Q105 10,829 542 5.27 1,824 2.53 0.4280
2020-05-08 2020-03-31 13F CME GROUP COM 12572Q105 10,287 -280 -2.65 1,779 -16.12 0.5089
2020-02-07 2019-12-31 13F CME GROUP COM 12572Q105 10,567 505 5.02 2,121 0.09 0.5145
2019-11-07 2019-09-30 13F CME GROUP COM 12572Q105 10,062 754 8.10 2,119 17.27 0.7035
2019-07-25 2019-06-30 13F CME GROUP COM 12572Q105 9,308 -363 -3.75 1,807 13.65 0.5138
2019-05-10 2019-03-31 13F CME GROUP COM CL A 12572Q105 9,671 -597 -5.81 1,590 -17.70 0.4568
2019-01-31 2018-12-31 13F CME GROUP COM CL A 12572Q105 10,268 10,268 1,932 0.6241
2018-11-08 2018-09-30 13F CME GROUP COM CL A 12572Q105 0 -7,550 -100.00 0 -100.00
2018-08-14 2018-06-30 13F CME GROUP COM CL A 12572Q105 7,550 1,270 20.22 1,238 21.85 0.4062
2018-05-15 2018-03-31 13F CME GROUP COM CL A 12572Q105 6,280 4,542 261.33 1,016 300.00 0.3524
2018-02-13 2017-12-31 13F CME GROUP COM CL A 12572Q105 1,738 0 0.00 254 7.63 0.0887
2017-11-13 2017-09-30 13F CME GROUP COM CL A 12572Q105 1,738 0 0.00 236 8.26 0.0993
2017-08-16 2017-06-30 13F/A-1 CME GROUP COM 12572Q105 1,738 0 0.00 218 5.83 0.1077
2017-05-11 2017-03-31 13F CME GROUP COM 12572Q105 1,738 0 0.00 206 3.00 0.1055
2017-02-14 2016-12-31 13F CME GROUP COM 12572Q105 1,738 1,738 200 0.1057
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.