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Institutional Stake (Schedule 13G)

AllianceBernstein Boosts Passive Stake in Cboe Global to 4.8%

Asset manager AllianceBernstein L.P. filed a Schedule 13G amendment showing it now controls 5,061,323 Cboe Global Markets shares, or roughly 4.8% of the class. The filing underscores growing institutional confidence in the exchange operator as its stock rallies near a 52‑week high.

CBOE • Cboe Global Markets, Inc. • 8-K Filing

AllianceBernstein L.P., a majority‑owned subsidiary of Equitable Holdings, disclosed a passive ownership position of 5,061,323 Cboe Global Markets (CBOE) common shares, representing 4.8% of the outstanding class. The amendment, filed on May 18, 2026 (Accession No. 0001109448‑26‑000168), indicates the firm holds sole voting power over 4,717,299 shares and sole dispositive power over 5,055,110 shares, with a modest shared dispositive component of 6,213 shares.

The filing is made under Rule 13d‑1(b) as an “institutional investor” (IA) designation, confirming that AllianceBernstein is a passive holder with no intent to influence Cboe’s governance. The amendment is the third filing of its kind, covering the event date of March 31, 2026, and was signed by Marcus Edwards, AVP/Senior Compliance Associate, on May 15, 2026.

Cboe’s stock has been on a strong run, trading at $367.05, up 1.11% on the day and sitting at 97% of its 52‑week range. The broader market has been flat, with the S&P 500 down 0.07% for the session, while Cboe enjoys a 4.5% weekly gain and a 45.9% year‑to‑date rally. The addition of a sizable passive stake by a well‑known asset manager may be read as a vote of confidence in the firm’s recent strategic initiatives, including its expansion of options and data services.

While the filing does not signal any activist agenda, the size of the holding places AllianceBernstein among the larger institutional shareholders, potentially giving it a modest voice in future proxy discussions. For Cboe investors, the disclosure reinforces the narrative that the market’s leading options exchange remains an attractive long‑term play for large‑cap asset managers.

Financial Details

Ownership Pct4.8%
Shares Held5,061,323
Beneficial OwnerAllianceBernstein L.P.
Owner Typeinstitution
Filing Subtypeamendment
Investor Typepassive

Key Takeaways

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This article is for informational purposes only. It does not constitute investment, financial, legal, or tax advice. Data is sourced from SEC filings, market data providers, and public news; errors or omissions are possible. Verify all information from primary sources before making investment decisions.