MIM
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Morningstar Investment Management’s CME Group CME Stock Holding History

Morningstar Investment Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52M Hold
8,546
– – 0.16% 151
2026
Q1 		$2.52M Sell
8,546
-4,362
-34% -$1.3M 0.16% 149
2025
Q4 		$3.52M Sell
12,908
-560
-4% -$152K 0.21% 113
2025
Q3 		$3.64M Buy
13,468
+4,706
+54% +$1.28M 0.13% 178
2025
Q2 		$2.42M Sell
8,762
-634
-7% -$172K 0.21% 33
2025
Q1 		$2.49M Buy
9,396
+2,055
+28% +$507K 0.21% 36
2024
Q4 		$1.71M Sell
7,341
-359
-5% -$82.6K 0.13% 45
2024
Q3 		$1.73M Sell
7,700
-75
-1% -$15.5K 0.17% 52
2024
Q2 		$1.53M Hold
7,775
– – 0.16% 62
2024
Q1 		$1.67M Hold
7,775
– – 0.18% 59
2023
Q4 		$1.64M Sell
7,775
-310
-4% -$66.1K 0.19% 60
2023
Q3 		$1.62M Sell
8,085
-504
-6% -$100K 0.22% 42
2023
Q2 		$1.59M Buy
8,589
+4,721
+122% +$872K 0.21% 44
2023
Q1 		$741K Hold
3,868
– – 0.11% 48
2022
Q4 		$650K Buy
+3,868
New +$672K 0.11% 51

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Morningstar Investment Management's CME Position: Q2 2026 in Review

Morningstar Investment Management held its CME Group (CME) position steady in Q2 2026 at 8,546 shares worth $2.52M. The position accounts for 0.16% of the portfolio, ranked #151.

Morningstar Investment Management first reported a position in CME in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.64M in Q3 2025. 593 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Morningstar Investment Management held 8,546 shares of CME Group worth $2.52M as of Q2 2026.
  • Morningstar Investment Management left its CME Group share count unchanged in Q2 2026.
  • CME Group made up 0.16% of Morningstar Investment Management's portfolio in Q2 2026, its #151 holding.
  • Morningstar Investment Management first reported a position in CME Group in Q4 2022 and has held it in 15 quarters since.
  • Morningstar Investment Management's CME Group position peaked at $3.64M in Q3 2025.
  • 593 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.