JOHNSON INVESTMENT COUNSEL INC has added 1,126,963 shares of $CMG to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CMG.
CHIPOTLE MEXICAN GRILL Hedge Fund Activity
We have seen 567 institutional investors add shares of CHIPOTLE MEXICAN GRILL stock to their portfolio, and 1,039 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 26,041,162 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $963,522,994
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 20,175,872 shares (+10356.6%) to their portfolio in Q3 2025, for an estimated $790,692,423
- VANGUARD GROUP INC added 18,660,882 shares (+14.8%) to their portfolio in Q4 2025, for an estimated $690,452,634
- CAPITAL WORLD INVESTORS added 13,843,222 shares (+15.8%) to their portfolio in Q4 2025, for an estimated $512,199,214
- JANUS HENDERSON GROUP PLC removed 10,765,684 shares (-57.6%) from their portfolio in Q3 2025, for an estimated $421,907,155
- BROWN ADVISORY INC removed 10,195,652 shares (-97.7%) from their portfolio in Q4 2025, for an estimated $377,239,124
- CAPITAL RESEARCH GLOBAL INVESTORS removed 9,647,801 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $356,968,637
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CHIPOTLE MEXICAN GRILL Insider Trading Activity
CHIPOTLE MEXICAN GRILL insiders have traded $CMG stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $CMG stock by insiders over the last 6 months:
- CURTIS E GARNER (Pres, Chief Strgy & Tech Off) has made 0 purchases and 2 sales selling 129,538 shares for an estimated $4,584,155.
- ILENE ESKENAZI (Chief Human Resources Officer) sold 26,576 shares for an estimated $1,146,725
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CHIPOTLE MEXICAN GRILL Congressional Stock Trading
Members of Congress have traded $CMG stock 10 times in the past 6 months. Of those trades, 4 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $CMG stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 09/12.
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 11/03.
- REPRESENTATIVE JULIA LETLOW has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/26 and 1 sale worth up to $15,000 on 11/03.
- REPRESENTATIVE CLEO FIELDS sold up to $50,000 on 10/30.
- REPRESENTATIVE BYRON DONALDS has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/09 and 2 sales worth up to $30,000 on 09/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CHIPOTLE MEXICAN GRILL Analyst Ratings
Wall Street analysts have issued reports on $CMG in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/04/2026
- TD Cowen issued a "Buy" rating on 02/04/2026
- Telsey Advisory Group issued a "Outperform" rating on 01/13/2026
- Truist Securities issued a "Buy" rating on 01/08/2026
- Bernstein issued a "Outperform" rating on 10/30/2025
- Morgan Stanley issued a "Overweight" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/30/2025
To track analyst ratings and price targets for CHIPOTLE MEXICAN GRILL, check out Quiver Quantitative's $CMG forecast page.
CHIPOTLE MEXICAN GRILL Price Targets
Multiple analysts have issued price targets for $CMG recently. We have seen 23 analysts offer price targets for $CMG in the last 6 months, with a median target of $45.0.
Here are some recent targets:
- Zachary Fadem from Wells Fargo set a target price of $45.0 on 02/04/2026
- Peter Saleh from BTIG set a target price of $45.0 on 02/04/2026
- Andrew M. Charles from TD Cowen set a target price of $44.0 on 02/04/2026
- Sarang Vora from Telsey Advisory Group set a target price of $48.0 on 02/04/2026
- Nick Setyan from Mizuho set a target price of $37.0 on 02/04/2026
- Brian Harbour from Morgan Stanley set a target price of $49.0 on 02/04/2026
- Jim Salera from Stephens & Co. set a target price of $35.0 on 02/04/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CMG ticker page for more data.
