CME Group Inc.
BG ˙ BUL ˙ US12572Q1058
SecurityBG:MX4A / CME Group Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership2,883 shares
Latest Disclosed Value $ 851,445
PDS Planning, Inc reports 4.76% increase in ownership of MX4A / CME Group Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 2,883 shares of CME Group Inc. (BG:MX4A) valued at $851,445 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,752 shares of CME Group Inc.. This represents a change in shares of 4.76% 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 COM 12572Q105 2,883 131 4.76 851 13.32 0.0562
2026-01-26 2025-12-31 13F CME GROUP COM 12572Q105 2,752 -243 -8.11 751 -7.17 0.0502
2025-10-21 2025-09-30 13F CME GROUP COM 12572Q105 2,995 -43 -1.42 809 -3.35 0.0560
2025-07-24 2025-06-30 13F CME GROUP COM 12572Q105 3,038 236 8.42 837 12.65 0.0624
2025-04-24 2025-03-31 13F CME GROUP COM 12572Q105 2,802 282 11.19 743 27.01 0.0627
2025-02-10 2024-12-31 13F CME GROUP COM 12572Q105 2,520 182 7.78 585 13.59 0.0520
2024-10-30 2024-09-30 13F CME GROUP COM 12572Q105 2,338 -36 -1.52 516 10.52 0.0462
2024-08-08 2024-06-30 13F CME GROUP COM 12572Q105 2,374 32 1.37 467 -7.54 0.0471
2024-05-01 2024-03-31 13F CME GROUP COM 12572Q105 2,342 94 4.18 504 6.55 0.0530
2024-02-01 2023-12-31 13F CME GROUP COM 12572Q105 2,248 132 6.24 473 11.82 0.0539
2023-10-23 2023-09-30 13F CME GROUP COM 12572Q105 2,116 79 3.88 424 12.20 0.0548
2023-07-21 2023-06-30 13F CME GROUP COM 12572Q105 2,037 103 5.33 377 1.89 0.0483
2023-05-02 2023-03-31 13F CME GROUP COM 12572Q105 1,934 1,934 370 0.0511
2022-07-14 2022-06-30 13F CME GROUP COM 12572Q105 0 -885 -100.00 0 -100.00
2022-04-18 2022-03-31 13F CME GROUP COM 12572Q105 885 885 211 0.0371
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.