Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns CBOE (CBOE)


Which tracked institutional funds hold CBOE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CBOE company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

979
Institutional holders
90,899,647
Shares held (tracked funds)
86.9%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on CBOE is one-sided between 2025-Q4 and 2026-Q1: 364 added or opened and 122 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CBOE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CBOE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CBOE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 979 tracked filers holding CBOE, 515 increased or opened the position and 408 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CBOE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 53

  • VANGUARD CAPITAL MANAGEMENT LLC$1.9B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
  • VIKING GLOBAL INVESTORS LP$193M
  • VANGUARD FIDUCIARY TRUST CO$166M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$92M
  • STEADFAST CAPITAL MANAGEMENT LP$67M

Full exits 42

  • VANGUARD GROUP INC$3.2B
  • VIRGINIA RETIREMENT SYSTEMS ET Al$81M
  • Junto Capital Management LP$39M
  • Distillate Capital Partners LLC$18M
  • FFG Partners, LLC$16M
  • Prana Capital Management, LP$15M

Largest adds

  • T. Rowe Price Investment Management, Inc.$303M
  • MORGAN STANLEY$267M
  • FMR LLC$232M
  • Invesco Ltd.$167M
  • Allianz Asset Management GmbH$154M
  • STATE STREET CORP$149M

Largest trims

  • ALLIANCEBERNSTEIN L.P.$378M
  • MARSHALL WACE, LLP$124M
  • BALYASNY ASSET MANAGEMENT L.P.$116M
  • BlackRock, Inc.$80M
  • CITADEL ADVISORS LLC$80M
  • NORGES BANK$50M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed8,553,163$2.4B9.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new6,797,434$1.9B7.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new5,241,096$1.5B5.7%2026-Q1
STATE STREET CORP trimmed4,976,866$1.4B5.4%2026-Q1
FMR LLC added4,710,073$1.3B5.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed5,061,323$1.3B4.9%2026-Q1
MORGAN STANLEY added3,352,623$942M3.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,087,556$871M3.4%2026-Q1
Invesco Ltd. added2,319,544$652M2.5%2026-Q1
T. Rowe Price Investment Management, Inc. added2,170,702$610M2.4%2026-Q1
NORTHERN TRUST CORP trimmed1,330,890$374M1.5%2026-Q1
JANUS HENDERSON GROUP PLC trimmed1,328,924$374M1.5%2026-Q1
FIRST TRUST ADVISORS LP trimmed1,215,559$342M1.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed1,100,506$309M1.2%2026-Q1
NORGES BANK trimmed1,346,600$305M1.2%2026-Q1
DEUTSCHE BANK AG\ added1,068,681$300M1.2%2026-Q1
GOLDMAN SACHS GROUP INC added1,013,775$285M1.1%2026-Q1
Amundi trimmed958,826$269M1.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added935,822$263M1.0%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed904,379$254M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ added750,833$211M0.8%2026-Q1
Legal & General Group Plc trimmed737,995$207M0.8%2026-Q1
MACKENZIE FINANCIAL CORP added708,333$199M0.8%2026-Q1
VIKING GLOBAL INVESTORS LP trimmed688,417$193M0.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added672,704$189M0.7%2026-Q1
UBS Group AG trimmed646,201$182M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added625,425$176M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC added621,164$175M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new588,928$166M0.6%2026-Q1
Allianz Asset Management GmbH added587,869$165M0.6%2026-Q1
Robeco Institutional Asset Management B.V. added561,709$158M0.6%2026-Q1
Clark Capital Management Group, Inc. added534,514$150M0.6%2026-Q1
Bank of New York Mellon Corp trimmed501,135$141M0.5%2026-Q1
LORD, ABBETT & CO. LLC added493,662$139M0.5%2026-Q1
BAHL & GAYNOR INC added443,411$125M0.5%2026-Q1
DekaBank Deutsche Girozentrale416,064$119M0.5%2026-Q1
HORIZON KINETICS ASSET MANAGEMENT LLC added410,066$115M0.4%2026-Q1
JPMORGAN CHASE & CO added384,864$109M0.4%2026-Q1
Nuveen, LLC added380,782$107M0.4%2026-Q1
1832 Asset Management L.P. added351,495$99M0.4%2026-Q1
TD Asset Management Inc trimmed350,835$99M0.4%2026-Q1
CREDIT AGRICOLE S A trimmed333,528$94M0.4%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new327,510$92M0.4%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed326,584$92M0.4%2026-Q1
BARCLAYS PLC trimmed321,447$90M0.4%2026-Q1
Caisse de depot et placement du Quebec trimmed311,301$87M0.3%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added301,578$85M0.3%2026-Q1
PARNASSUS INVESTMENTS, LLC trimmed301,076$85M0.3%2026-Q1
HSBC HOLDINGS PLC added297,341$84M0.3%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed295,666$83M0.3%2026-Q1
ANCHOR CAPITAL ADVISORS LLC trimmed290,772$82M0.3%2026-Q1
BANK OF MONTREAL /CAN/ trimmed273,353$77M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed260,244$73M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added258,345$73M0.3%2026-Q1
California Public Employees Retirement System trimmed255,400$72M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added247,432$70M0.3%2026-Q1
Point72 Asset Management, L.P. added247,092$69M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added239,634$67M0.3%2026-Q1
STEADFAST CAPITAL MANAGEMENT LP new239,300$67M0.3%2026-Q1
Boston Trust Walden Corp trimmed235,038$66M0.3%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added233,074$66M0.3%2026-Q1
Vanguard Global Advisers, LLC new230,811$65M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed221,695$62M0.2%2026-Q1
National Pension Service added208,786$59M0.2%2026-Q1
Vinva Investment Management Ltd added206,716$59M0.2%2026-Q1
GILDER GAGNON HOWE & CO LLC trimmed202,940$57M0.2%2026-Q1
CITIGROUP INC added196,723$55M0.2%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added191,105$54M0.2%2026-Q1
E. Ohman J:or Asset Management AB added188,877$53M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed186,347$52M0.2%2026-Q1
LPL Financial LLC trimmed186,069$52M0.2%2026-Q1
ROYAL BANK OF CANADA added185,931$52M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new182,013$51M0.2%2026-Q1
Gotham Asset Management, LLC added179,717$51M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed178,584$50M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed178,429$50M0.2%2026-Q1
Qube Research & Technologies Ltd trimmed174,522$49M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed169,087$48M0.2%2026-Q1
Smith Group Asset Management, LLC added157,726$44M0.2%2026-Q1
MARSHALL WACE, LLP trimmed154,721$43M0.2%2026-Q1
Man Group plc added150,414$42M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added149,824$42M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added146,557$41M0.2%2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND added142,442$40M0.2%2026-Q1
Russell Investments Group, Ltd. trimmed140,917$40M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added141,119$40M0.2%2026-Q1
Holocene Advisors, LP added131,247$37M0.1%2026-Q1
Mitsubishi UFJ Trust & Banking Corp trimmed126,981$36M0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added123,024$35M0.1%2026-Q1
Caldwell Investment Management Ltd.118,000$33M0.1%2026-Q1
AMERIPRISE FINANCIAL INC added118,197$33M0.1%2026-Q1
Quantinno Capital Management LP added117,617$33M0.1%2026-Q1
NATIXIS ADVISORS, LLC added115,739$33M0.1%2026-Q1
CWM, LLC trimmed115,114$32M0.1%2026-Q1
VANGUARD GROUP INC added12,906,305$3.2B12.6%2025-Q4 stale
VIRGINIA RETIREMENT SYSTEMS ET Al322,990$81M0.3%2025-Q4 stale
Freestone Grove Partners LP added272,996$67M0.3%2025-Q3 stale
AXA Investment Managers S.A. new172,688$42M0.2%2025-Q3 stale
Junto Capital Management LP trimmed154,430$39M0.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed143,620$35M0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership