Montrusco Bolton Investments 13F: New $76M Stake in CME
Montrusco Bolton Investments opened a new position in CME Group Inc. by acquiring 289,492 shares.
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Montrusco Bolton Investments opened a new position of 289,492 shares in CME Group Inc. ($CME), according to a 13F filing with the SEC dated October 13, 2026. It reported 289,492 shares worth $75.84 million at the end of the quarter.
Since the filing, $CME is up 5.7% to date (from the $278.03 close on Oct 13, 2026).
Find the original: Montrusco Bolton Investments 13F filings on SEC EDGAR
CME
CME Group Inc.
Key Points
- Montrusco Bolton Investments disclosed a new stake in CME Group Inc. consisting of 289,492 shares valued at $75.8 million.
- CME Group Inc. recently traded around $290.33, sitting above both its 50-day and 200-day moving averages.
- Several major institutional investors adjusted their positions, while company insiders and analysts active on the stock maintained varied viewpoints.
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Montrusco Bolton Investments opened a brand-new position in CME Group Inc. (NASDAQ:CME), purchasing 289,492 shares. According to a Form 13F filing with the SEC filed on October 13, 2026, the value of this new holding stood at $75,841,114. Because 13F reports look backward at holdings from the end of the quarter, this disclosure reflects portfolio choices made earlier and may not capture current trading activity.
Montrusco Bolton Investments vs. the S&P 500
Hypothetical returns from Montrusco Bolton Investments's disclosed trades, not real profit or advice. How we model this.
What Changed in Montrusco Bolton Investments's CME Group Inc. Position
The firm established its stake from scratch, taking on nearly 289,492 shares worth roughly $75.8 million. This initial investment brings a sizable new block of the financial exchange operator into the fund's portfolio.
Other Institutional Activity in CME Group Inc.
Other large financial institutions also adjusted their holdings in CME Group around the same reporting window. Blackrock Inc. reduced its holdings by 880,512 shares, ending with 30,566,342 shares worth about $8,982,530,774. Vanguard Capital Management LLC grew its holdings by 294,430 shares, ending with 23,661,856 shares worth about $6,953,509,507. State Street Corporation grew its holdings by 290,606 shares, ending with 16,346,170 shares worth about $4,803,648,898. Morgan Stanley grew its holdings by 321,702 shares, ending with 9,728,195 shares worth about $2,858,824,617. Geode Capital Management, LLC grew its holdings by 124,398 shares, ending with 9,271,309 shares worth about $2,724,559,530.
CME Group Inc. Stock Up 0.3%
CME Group shares recently traded around $290.33, placing the stock about 6.3% above its 50-day moving average and roughly 4.2% above its 200-day moving average. The stock is positioned below its 52-week high of $329.16 while staying well above its 52-week low of $218.31.
Recent Earnings
CME Group posted trailing-twelve-month revenue of $6,757,199,872 alongside trailing earnings of $11.79 per share. The company reported a net profit margin of 63.4% and a return on equity of 15.8%. Its next quarterly financial update is scheduled for October 21, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target cuts vs 0 raises.
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EPS & revenue
EPS missed estimates by 1.2%. Revenue missed estimates by 1.6%.
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Profit surprise
EBITDA missed by 6 percent. Operating income missed by 5 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target cuts.
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Earnings quality
Gross margin up 0.7 points. Operating margin up 2.2 points. Positive free cash flow.
Earnings Call Summary
CME delivered a record first quarter with average daily volume of 36.2 million contracts, up 22 percent year-over-year, marking the highest in company history. Revenue reached $1.88 billion, up 14 percent, with record performance across all six asset classes and international markets. The company achieved record adjusted operating margins of 72.8 percent and adjusted earnings per share of $3.36, returning $3.2 billion to shareholders through dividends and buybacks.
Guidance CME reaffirmed its full-year adjusted expense guidance of about $1.695 billion. The company expects to continue investing in technology and cloud migration while maintaining capital returns through dividends and share buybacks.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Dividend
The company pays an annual dividend of $5.20 per share, yielding 1.8% based on recent trading levels. Its dividend payout ratio sits at 95.4%.
Insider Buying and Selling at CME Group Inc.
Company insiders engaged in several transactions leading up to the filing. On June 25, 2026, Director William R Shepard bought 339 shares at a price of $230.57 for a total of $78,186. Later, on September 10, 2026, Chief Executive Officer Terrence A Duffy sold 15,000 shares valued at $4,116,539. Director Elizabeth A Cook sold 500 shares at a price of $280.11 on September 14, 2026, totaling $140,055. Finally, Director William R Shepard bought another 292 shares on September 25, 2026, at a price of $268.76 for a total of $78,626.
Analysts Set New Price Targets
Wall Street firms updated their outlooks on the stock ahead of the filing. On October 2, 2026, Wells Fargo initiated coverage with an Overweight rating and a $301.00 price target. UBS maintained a Neutral rating on October 5, 2026, lifting its target from $260.00 to $270.00. On the same day, TD Cowen maintained a Buy rating and raised its target from $292.00 to $300.00. Barclays maintained an Equal-Weight rating on October 7, 2026, raising its target from $270.00 to $281.00. Morgan Stanley maintained an Overweight rating on October 9, 2026, boosting its target from $330.00 to $337.00. Overall, the stock carries a consensus hold rating from analysts.
About CME Group Inc.
Based in Chicago, CME Group operates major global financial exchanges where market participants trade futures and options contracts. Its products cover interest rates, equity indexes, foreign exchange, agricultural commodities, energy, and metals. Institutional investors monitor the exchange operator closely as a bellwether for global derivatives trading volume and market liquidity.
Bottom Line
Montrusco Bolton Investments holds a brand-new position in the financial exchange operator, joining a diverse mix of institutional moves. Observers can watch the upcoming earnings release on October 21, 2026, for fresh details on trading volumes and operational margins. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Montrusco Bolton Investments's 13F filing on $CME (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Montrusco Bolton Investments 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts