Skip to main content

Cboe Global Markets, Inc.

CBOE
Exchange
CBOE
Industry
Security & Commodity Brokers, Dealers, Exchanges & Services
SEC CIK
0001374310

In the last 90 days, Cboe Global Markets, Inc. insiders filed 0 open-market purchases and 1 sale; 993 institutions reported holding it in 13F filings for Q2 2026, worth $22.6B in total; Markel Group is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in Cboe Global Markets, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
722
+110 vs. Q3 2023
Shares held
87.5M
+178.8K (+0.2%) vs. Q3 2023
Total value
$15.6B
+$1.95B (+14.3%) vs. Q3 2023
New holders
149
256 more added
Sold out
39
225 more reduced

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CBOE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 722 institutions
Q1 2021: 492 institutionsQ2 2021: 493 institutionsQ3 2021: 499 institutionsQ4 2021: 564 institutionsQ1 2022: 546 institutionsQ2 2022: 542 institutionsQ3 2022: 546 institutionsQ4 2022: 589 institutionsQ1 2023: 572 institutionsQ2 2023: 593 institutionsQ3 2023: 624 institutionsQ4 2023: 722 institutionsQ1 2024: 739 institutionsQ2 2024: 751 institutionsQ3 2024: 764 institutionsQ4 2024: 780 institutionsQ1 2025: 809 institutionsQ2 2025: 840 institutionsQ3 2025: 884 institutionsQ4 2025: 937 institutionsQ1 2026: 991 institutionsQ2 2026: 993 institutions
Value heldQ4 2023: $15.6B
Q1 2021: $8.57BQ2 2021: $10.3BQ3 2021: $10.7BQ4 2021: $11.3BQ1 2022: $9.97BQ2 2022: $9.76BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.8BQ2 2023: $12.1BQ3 2023: $13.7BQ4 2023: $15.6BQ1 2024: $16.0BQ2 2024: $15.0BQ3 2024: $18.4BQ4 2024: $17.6BQ1 2025: $20.9BQ2 2025: $21.5BQ3 2025: $22.0BQ4 2025: $22.8BQ1 2026: $25.7BQ2 2026: $22.6B
Institutions holding CBOE and their total value by quarter
QuarterHoldersValue
Q2 2026993$22.6B
Q1 2026991$25.7B
Q4 2025937$22.8B
Q3 2025884$22.0B
Q2 2025840$21.5B
Q1 2025809$20.9B
Q4 2024780$17.6B
Q3 2024764$18.4B
Q2 2024751$15.0B
Q1 2024739$16.0B
Q4 2023722$15.6B
Q3 2023624$13.7B
Q2 2023593$12.1B
Q1 2023572$11.8B
Q4 2022589$10.9B
Q3 2022546$10.2B
Q2 2022542$9.76B
Q1 2022546$9.97B
Q4 2021564$11.3B
Q3 2021499$10.7B
Q2 2021493$10.3B
Q1 2021492$8.57B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Cboe Global Markets, Inc.; share changes are against Q3 2023.

Institutions holding CBOE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
Trust Co of Vermont1$1790.00%−23−95.8%Reduced
DHJJ Financial Advisors, Ltd.1$1790.00%00.0%Unchanged
PSI Advisors, LLC1$1790.00%00.0%Unchanged
Valued Wealth Advisors LLC3$4690.00%+3New
Bokf, NA3$5350.00%00.0%Unchanged
Tfo-TDC, LLC3$5360.00%00.0%Unchanged
Rosenberg Matthew Hamilton4$7140.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.6$1.00K0.00%00.0%Unchanged
Lummis Asset Management, LP6$1.07K0.00%+6New
Dunhill Financial, LLC6$1.12K0.00%+6New
Sound Income Strategies, LLC8$1.43K0.00%00.0%Unchanged
Quarry LP8$1.43K0.00%+8New
Abound Wealth Management8$1.44K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC8$1.44K0.00%+8New
Raffa Wealth Management, LLC10$1.79K0.00%00.0%Unchanged
Arlington Trust Co LLC10$1.79K0.00%+10New
Gradient Investments LLC11$1.96K0.00%00.0%Unchanged
Versant Capital Management, Inc11$1.96K0.00%+1+10.0%Added
VitalStone Financial, LLC13$2.00K0.00%−2,644−99.5%Reduced
SRS Capital Advisors, Inc.13$2.34K0.00%+4+44.4%Added
Aspect Partners, LLC14$2.50K0.00%+14New
Avion Wealth16$3.00K0.00%+3+23.1%Added
Castleview Partners, LLC18$3.21K0.00%+18New
DiNuzzo Private Wealth, Inc.19$3.39K0.00%+19New
Grove Bank & Trust20$3.57K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC21$3.75K0.00%+21New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC22$3.93K0.00%00.0%Unchanged
SJS Investment Consulting Inc.28$5.00K0.00%−98−77.8%Reduced
Key Financial Inc31$5.54K0.00%00.0%Unchanged
Baystate Wealth Management LLC31$5.54K0.00%+31New
True Wealth Design, LLC31$5.54K0.00%+31New
Bell Investment Advisors, Inc33$5.89K0.00%−1−2.9%Reduced
Fortitude Family Office, LLC34$6.07K0.00%+34New
HighMark Wealth Management LLC36$6.43K0.00%+2+5.9%Added
Spire Wealth Management36$6.67K0.00%00.0%Unchanged
Rise Advisors, LLC38$6.71K0.00%+1+2.7%Added
Bogart Wealth, LLC39$6.96K0.00%00.0%Unchanged
GW&K Investment Management, LLC42$7.00K0.00%+2+5.0%Added
First Pacific Financial40$7.14K0.00%+40New
DT Investment Partners, LLC40$7.33K0.00%00.0%Unchanged
Macroview Investment Management LLC42$7.50K0.01%+42New
Glassman Wealth Services43$7.68K0.00%+1+2.4%Added
Asset Dedication, LLC46$8.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC50$8.93K0.00%00.0%Unchanged
Anchor Investment Management, LLC50$8.93K0.00%00.0%Unchanged
Richardson Financial Services Inc.51$9.11K0.01%+51New
MV Capital Management, Inc.53$9.46K0.00%+2+3.9%Added
West Paces Advisors Inc.53$9.46K0.00%+3+6.0%Added
Smartleaf Asset Management LLC54$9.60K0.00%+54New
Jones Financial Companies LLLP54$9.64K0.00%+54New
Turtle Creek Wealth Advisors, LLC69$12.3K0.00%+69New
Capital Advisors, Ltd. LLC72$13.0K0.00%00.0%Unchanged
Orion Capital Management LLC80$14.3K0.01%00.0%Unchanged
Colonial Trust Co81$14.5K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC83$14.8K0.01%+83New
CVA Family Office, LLC89$15.9K0.00%+89New
Close Asset Management Ltd88$16.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P87$16.0K0.00%+87New
Annis Gardner Whiting Capital Advisors, LLC93$16.6K0.01%00.0%Unchanged
Financial Management Professionals, Inc.97$17.0K0.00%00.0%Unchanged
Covestor Ltd94$17.0K0.01%+1+1.1%Added
Livforsakringsbolaget Skandia, Omsesidigt100$17.9K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC100$17.9K0.00%00.0%Unchanged
Syntax Research, Inc.100$17.9K0.01%00.0%Unchanged
MCF Advisors LLC105$18.7K0.00%+105New
Adirondack Trust Co100$19.2K0.01%00.0%Unchanged
Benjamin Edwards Inc110$20.0K0.00%+16+17.0%Added
Prestige Wealth Management Group LLC117$20.9K0.00%−27−18.8%Reduced
EverSource Wealth Advisors, LLC138$24.6K0.00%+3+2.2%Added
Raleigh Capital Management Inc.144$25.8K0.01%+11+8.3%Added
TD Private Client Wealth LLC146$26.1K0.00%+30+25.9%Added
Optiver Holding B.V.164$29.3K0.00%+164New
Farmers & Merchants Trust Co of Chambersburg PA166$30.0K0.02%+166New
Allworth Financial LP170$30.4K0.00%+73+75.3%Added
ORG Partners LLC173$30.9K0.01%+173New
Coppell Advisory Solutions LLC176$31.4K0.01%−172−49.4%Reduced
NBC Securities, Inc.181$32.0K0.00%−11−5.7%Reduced
BKM Wealth Management, LLC183$32.7K0.01%+183New
McIlrath & Eck, LLC200$35.7K0.01%00.0%Unchanged
VisionPoint Advisory Group, LLC209$37.3K0.01%−282−57.4%Reduced
JFS Wealth Advisors, LLC212$37.9K0.00%+4+1.9%Added
Westpac Banking Corp216$38.6K0.00%00.0%Unchanged
Harbour Investments, Inc.217$38.7K0.00%+84+63.2%Added
Ronald Blue Trust, Inc.276$43.0K0.00%+135+95.7%Added
Islay Capital Management, LLC250$44.6K0.04%00.0%Unchanged
Rakuten Investment Management, Inc.261$46.4K0.00%+261New
Larson Financial Group LLC267$47.6K0.00%+5+1.9%Added
Global Trust Asset Management, LLC275$49.1K0.02%+50+22.2%Added
Parkside Financial Bank & Trust286$51.1K0.01%−20−6.5%Reduced
Psagot Value Holdings Ltd. / (Israel)300$53.0K0.02%+300New
City State Bank300$54.0K0.03%00.0%Unchanged
TD Waterhouse Canada Inc.307$55.0K0.00%−23−7.0%Reduced
Global Retirement Partners, LLC312$57.3K0.00%+31+11.0%Added
JJJ Advisors Inc.327$58.4K0.01%+53+19.3%Added
Advisory Services Network, LLC331$59.1K0.00%−1,054−76.1%Reduced
Massmutual Trust Co FSB337$60.2K0.00%+26+8.4%Added
State of Wyoming343$61.2K0.01%+343New
Capstone Investment Advisors, LLC353$63.0K0.00%−1,176−76.9%Reduced
Tradition Wealth Management, LLC364$65.0K0.01%−4−1.1%Reduced