Mexican Economic Development Inc
FMX- Exchange
- NYSE
- Industry
- Bottled & Canned Soft Drinks & Carbonated Waters
- SEC CIK
- 0001061736
In the last 90 days, Mexican Economic Development Inc insiders filed 1 open-market purchase and 0 sales; 343 institutions reported holding it in 13F filings for Q2 2026, worth $8.29B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Mexican Economic Development Inc as of Jun 30, 2021. 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
- 240
- +10 vs. Q1 2021
- Shares held
- 71.5M
- −1.38M (−1.9%) vs. Q1 2021
- Total value
- $6.03B
- +$548.3M (+10.0%) vs. Q1 2021
- New holders
- 29
- 89 more added
- Sold out
- 19
- 68 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FMX 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 343 | $8.29B |
| Q1 2026 | 308 | $6.88B |
| Q4 2025 | 295 | $6.29B |
| Q3 2025 | 278 | $6.22B |
| Q2 2025 | 283 | $7.10B |
| Q1 2025 | 275 | $6.57B |
| Q4 2024 | 290 | $5.78B |
| Q3 2024 | 314 | $6.41B |
| Q2 2024 | 309 | $6.96B |
| Q1 2024 | 330 | $8.71B |
| Q4 2023 | 334 | $9.23B |
| Q3 2023 | 309 | $7.63B |
| Q2 2023 | 294 | $7.95B |
| Q1 2023 | 264 | $7.00B |
| Q4 2022 | 261 | $6.10B |
| Q3 2022 | 240 | $4.74B |
| Q2 2022 | 248 | $4.63B |
| Q1 2022 | 240 | $5.29B |
| Q4 2021 | 242 | $5.18B |
| Q3 2021 | 243 | $6.00B |
| Q2 2021 | 240 | $6.03B |
| Q1 2021 | 232 | $5.50B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 20,770 | $1.75M | 0.02% | +3,817+22.5% | Added |
| Atria Investments LLC | 20,121 | $1.70M | 0.03% | +2,244+12.6% | Added |
| Guggenheim Capital LLC | 19,213 | $1.62M | 0.01% | +1,738+9.9% | Added |
| Keybank National Association | 19,156 | $1.62M | 0.01% | +49+0.3% | Added |
| Davenport & Co LLC | 19,086 | $1.61M | 0.01% | +19,086 | New |
| Assenagon Asset Management S.A. | 18,458 | $1.56M | 0.01% | −29,016−61.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 17,366 | $1.47M | 0.00% | +17,366 | New |
| Beach Investment Counsel Inc | 17,350 | $1.47M | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 16,203 | $1.37M | 0.01% | +711+4.6% | Added |
| Morningstar Investment Services LLC | 16,266 | $1.37M | 0.02% | +5,301+48.3% | Added |
| Comerica Bank | 15,201 | $1.30M | 0.01% | +50.0% | Added |
| UBS Group AG | 14,807 | $1.25M | 0.00% | +2,362+19.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 14,626 | $1.24M | 0.52% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 14,607 | $1.24M | 0.00% | +6,676+84.2% | Added |
| F3Logic, LLC | 14,049 | $1.19M | 0.14% | +1,905+15.7% | Added |
| Marshall Wace, LLP | 13,523 | $1.14M | 0.01% | −79,894−85.5% | Reduced |
| Profund Advisors LLC | 13,126 | $1.11M | 0.04% | +1,449+12.4% | Added |
| Fiera Capital Corp | 12,618 | $1.07M | 0.00% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 11,417 | $965.0K | 0.00% | −17,301−60.2% | Reduced |
| Veriti Management LLC | 10,070 | $851.0K | 0.13% | +6,483+180.7% | Added |
| Rockefeller Capital Management L.P. | 10,028 | $847.0K | 0.00% | −17−0.2% | Reduced |
| AMP Capital Investors Ltd | 9,726 | $822.0K | 0.00% | −1,800−15.6% | Reduced |
| American Century Companies Inc | 9,019 | $762.0K | 0.00% | +481+5.6% | Added |
| Dumac, Inc. | 8,800 | $744.0K | 0.84% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 8,660 | $732.0K | 0.10% | +8,660 | New |
| FDx Advisors, Inc. | 8,586 | $726.0K | 0.02% | +473+5.8% | Added |
| Vanguard Group Inc | 8,557 | $723.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace Asia Ltd | 8,295 | $701.0K | 0.01% | −574−6.5% | Reduced |
| Oppenheimer & Co Inc | 8,300 | $701.0K | 0.01% | −15−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,146 | $689.0K | 0.00% | +2,182+36.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,758 | $656.0K | 0.00% | −700−8.3% | Reduced |
| Boothbay Fund Management, LLC | 7,700 | $651.0K | 0.03% | −1,000−11.5% | Reduced |
| Regions Financial Corp | 7,073 | $598.0K | 0.01% | +2,397+51.3% | Added |
| HSBC Holdings PLC | 6,984 | $589.0K | 0.00% | +700+11.1% | Added |
| American National Insurance Co | 6,475 | $547.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,475 | $547.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,017 | $508.0K | 0.00% | −307−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,984 | $506.0K | 0.00% | +1,129+23.3% | Added |
| Janney Montgomery Scott LLC | 5,973 | $505.0K | 0.00% | +369+6.6% | Added |
| Pitcairn Co | 5,721 | $483.0K | 0.03% | +200+3.6% | Added |
| Wolverine Trading, LLC | 5,554 | $467.0K | 0.01% | +1,273+29.7% | Added |
| Advisor Partners LLC | 5,351 | $452.0K | 0.03% | +319+6.3% | Added |
| SG Americas Securities, LLC | 4,793 | $405.0K | 0.00% | +4,793 | New |
| Cresset Asset Management, LLC | 4,672 | $395.0K | 0.01% | +264+6.0% | Added |
| YorkBridge Wealth Partners, LLC | 4,638 | $392.0K | 0.10% | −5−0.1% | Reduced |
| Marino, Stram & Associates LLC | 4,638 | $392.0K | 0.10% | +4,638 | New |
| Allen Investment Management LLC | 4,500 | $380.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,501 | $380.0K | 0.00% | +657+17.1% | Added |
| Vestmark Advisory Solutions, Inc. | 4,428 | $374.0K | 0.03% | +305+7.4% | Added |
| Captrust Financial Advisors | 4,345 | $367.0K | 0.00% | −798−15.5% | Reduced |
| Veracity Capital LLC | 4,192 | $354.0K | 0.08% | +738+21.4% | Added |
| GFS Advisors, LLC | 4,050 | $342.0K | 0.08% | 00.0% | Unchanged |
| Eaton Vance Management | 4,020 | $340.0K | 0.00% | +4,020 | New |
| O'Brien Greene & Co. Inc | 3,955 | $334.0K | 0.12% | +820+26.2% | Added |
| ExodusPoint Capital Management, LP | 3,851 | $325.0K | 0.01% | +3,851 | New |
| Marks Group Wealth Management, Inc | 3,728 | $315.0K | 0.04% | +142+4.0% | Added |
| TD Private Client Wealth LLC | 3,717 | $314.1K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,604 | $305.0K | 0.10% | +375+11.6% | Added |
| Ethic Inc. | 3,523 | $298.0K | 0.04% | +3,523 | New |
| Panagora Asset Management Inc | 3,516 | $297.0K | 0.00% | −6,060−63.3% | Reduced |
| Candriam Luxembourg S.C.A. | 3,484 | $294.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,431 | $290.0K | 0.00% | +237+7.4% | Added |
| MML Investors Services, LLC | 3,404 | $288.0K | 0.00% | +337+11.0% | Added |
| Kovitz Investment Group Partners, LLC | 3,375 | $285.0K | 0.01% | −2,230−39.8% | Reduced |
| Confluence Investment Management LLC | 3,324 | $281.0K | 0.00% | −111−3.2% | Reduced |
| Prelude Capital Management, LLC | 3,200 | $270.0K | 0.01% | −1,200−27.3% | Reduced |
| Henshaw Capital LLC | 3,034 | $256.4K | 0.02% | +20+0.7% | Added |
| Balentine LLC | 2,964 | $251.0K | 0.01% | +228+8.3% | Added |
| JustInvest LLC | 2,811 | $238.0K | 0.02% | −99−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,822 | $238.0K | 0.00% | +428+17.9% | Added |
| RFG Advisory, LLC | 2,610 | $221.0K | 0.02% | +2,610 | New |
| Whittier Trust Co of Nevada Inc | 2,600 | $220.0K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 2,497 | $211.0K | 0.00% | +2,497 | New |
| Barclays PLC | 2,468 | $209.0K | 0.00% | +2,468 | New |
| Legal & General Group Plc | 2,458 | $208.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,400 | $202.0K | 0.00% | +2,400 | New |
| Signaturefd, LLC | 2,351 | $199.0K | 0.01% | +568+31.9% | Added |
| Quadrant Capital Group LLC | 2,117 | $179.0K | 0.03% | +309+17.1% | Added |
| BNP Paribas Arbitrage, SA | 1,922 | $162.4K | 0.00% | +448+30.4% | Added |
| First Horizon Corp | 1,715 | $144.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,649 | $139.0K | 0.01% | +1,649 | New |
| Sit Investment Associates Inc | 1,575 | $133.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,367 | $116.0K | 0.02% | +1,367 | New |
| Castleview Partners, LLC | 1,332 | $113.0K | 0.05% | +1,332 | New |
| Bartlett & Co. LLC | 1,190 | $101.0K | 0.00% | −155−11.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,190 | $100.6K | 0.00% | −155−11.5% | Reduced |
| Parallel Advisors, LLC | 977 | $83.0K | 0.00% | +146+17.6% | Added |
| Trust Co of Vermont | 800 | $68.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 788 | $66.6K | 0.01% | +788 | New |
| Acadian Asset Management LLC | 750 | $63.0K | 0.00% | −37,234−98.0% | Reduced |
| Rosenberg Matthew Hamilton | 707 | $60.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 638 | $54.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 530 | $45.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 537 | $45.0K | 0.00% | +144+36.6% | Added |
| JFS Wealth Advisors, LLC | 416 | $35.0K | 0.01% | −24−5.5% | Reduced |
| GW&K Investment Management, LLC | 393 | $33.0K | 0.00% | +2+0.5% | Added |
| Pinnacle Bancorp, Inc. | 327 | $28.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 311 | $26.0K | 0.00% | −70−18.4% | Reduced |
| Barrett Asset Management, LLC | 300 | $25.0K | 0.00% | +300 | New |
| JTC Employer Solutions Trusteee Ltd | 250 | $21.0K | 0.00% | +250 | New |