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, Q3 2021
Institutional positions in Mexican Economic Development Inc as of Sep 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
- 243
- +7 vs. Q2 2021
- Shares held
- 71.2M
- +542.1K (+0.8%) vs. Q2 2021
- Total value
- $6.00B
- +$37.2M (+0.6%) vs. Q2 2021
- New holders
- 21
- 88 more added
- Sold out
- 14
- 80 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 2,548 | $0 | 0.00% | −1,472−36.6% | Reduced |
| State of Wyoming | 5 | $0 | 0.00% | −9−64.3% | Reduced |
| Raffa Wealth Management, LLC | 10 | $867 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | +6 | New |
| Cranbrook Wealth Management, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 31 | $2.69K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 48 | $4.00K | 0.00% | +17+54.8% | Added |
| Meridian Wealth Partners, LLC | 47 | $4.00K | 0.00% | +47 | New |
| AGF Investments America Inc. | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $8.67K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 103 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 123 | $11.0K | 0.00% | +23+23.0% | Added |
| Wolff Wiese Magana LLC | 137 | $12.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 182 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 174 | $15.0K | 0.00% | +17+10.8% | Added |
| Glassman Wealth Services | 180 | $16.0K | 0.00% | −1−0.6% | Reduced |
| Group One Trading, L.P. | 200 | $17.0K | 0.00% | −337−62.8% | Reduced |
| Reilly Financial Advisors, LLC | 196 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 192 | $17.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 200 | $17.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 228 | $20.0K | 0.00% | −83−26.7% | Reduced |
| Proequities, Inc. | 240 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 240 | $21.0K | 0.01% | +22+10.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 306 | $26.0K | 0.00% | +177+137.2% | Added |
| D'Orazio & Associates, Inc. | 317 | $27.0K | 0.01% | +317 | New |
| Pinnacle Bancorp, Inc. | 327 | $28.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 345 | $30.0K | 0.00% | −71−17.1% | Reduced |
| Anchor Investment Management, LLC | 360 | $31.2K | 0.00% | +125+53.2% | Added |
| GW&K Investment Management, LLC | 375 | $33.0K | 0.00% | −18−4.6% | Reduced |
| Sageworth Trust Co | 530 | $46.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 585 | $51.0K | 0.00% | +378+182.6% | Added |
| Whittier Trust Co | 638 | $55.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 707 | $61.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 888 | $77.0K | 0.01% | +100+12.7% | Added |
| Parallel Advisors, LLC | 973 | $84.0K | 0.00% | −4−0.4% | Reduced |
| Bartlett & Co. LLC | 1,190 | $103.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,190 | $103.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,424 | $123.5K | 0.00% | −498−25.9% | Reduced |
| Simplex Trading, LLC | 1,645 | $138.0K | 0.00% | −4−0.2% | Reduced |
| First Horizon Advisors, Inc. | 1,794 | $155.0K | 0.01% | +1,764+5,880.0% | Added |
| Quadrant Capital Group LLC | 2,322 | $201.0K | 0.03% | +205+9.7% | Added |
| Wetherby Asset Management Inc | 2,312 | $201.0K | 0.01% | +2,312 | New |
| Avestar Capital, LLC | 2,334 | $202.0K | 0.04% | +2,334 | New |
| HighTower Advisors, LLC | 2,370 | $203.0K | 0.00% | −30−1.3% | Reduced |
| Value Partners Investments Inc. | 2,376 | $205.0K | 0.02% | +2,376 | New |
| Legal & General Group Plc | 2,458 | $213.0K | 0.00% | 00.0% | Unchanged |
| SG3 Management, LLC | 2,500 | $217.0K | 0.08% | +2,500 | New |
| Whittier Trust Co of Nevada Inc | 2,600 | $225.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,610 | $226.0K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,657 | $230.0K | 0.00% | +2,657 | New |
| Signaturefd, LLC | 2,678 | $232.0K | 0.01% | +327+13.9% | Added |
| Balentine LLC | 2,714 | $235.0K | 0.01% | −250−8.4% | Reduced |
| Bokf, NA | 2,771 | $240.0K | 0.00% | +2,771 | New |
| Kovitz Investment Group Partners, LLC | 2,775 | $241.0K | 0.00% | −600−17.8% | Reduced |
| GFS Advisors, LLC | 2,800 | $243.0K | 0.05% | −1,250−30.9% | Reduced |
| Candriam Luxembourg S.C.A. | 2,984 | $259.0K | 0.00% | −500−14.4% | Reduced |
| JustInvest LLC | 3,090 | $268.0K | 0.02% | +279+9.9% | Added |
| Colony Group LLC | 3,213 | $279.0K | 0.01% | +716+28.7% | Added |
| Quantitative Investment Management, LLC | 3,287 | $285.0K | 0.03% | +3,287 | New |
| Ethic Inc. | 3,323 | $288.0K | 0.03% | −200−5.7% | Reduced |
| Confluence Investment Management LLC | 3,354 | $291.0K | 0.00% | +30+0.9% | Added |
| Panagora Asset Management Inc | 3,516 | $305.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,521 | $305.0K | 0.00% | +117+3.4% | Added |
| Prudential Financial Inc | 3,526 | $307.0K | 0.00% | +95+2.8% | Added |
| One Wealth Advisors, LLC | 3,601 | $312.0K | 0.09% | −3−0.1% | Reduced |
| TD Private Client Wealth LLC | 3,713 | $322.0K | 0.01% | −4−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,712 | $322.0K | 0.01% | +890+31.5% | Added |
| Provida Pension Fund Administrator | 3,790 | $331.0K | 0.01% | +3,790 | New |
| Jump Financial, LLC | 3,886 | $337.0K | 0.02% | +3,886 | New |
| Veracity Capital LLC | 4,176 | $362.0K | 0.16% | −16−0.4% | Reduced |
| Fox Run Management, L.L.C. | 4,201 | $364.0K | 0.23% | +4,201 | New |
| SG Americas Securities, LLC | 4,270 | $370.0K | 0.00% | −523−10.9% | Reduced |
| Captrust Financial Advisors | 4,281 | $371.0K | 0.00% | −64−1.5% | Reduced |
| O'Brien Greene & Co. Inc | 4,289 | $372.0K | 0.14% | +334+8.4% | Added |
| Allen Investment Management LLC | 4,500 | $390.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,602 | $399.0K | 0.00% | +101+2.2% | Added |
| Marks Group Wealth Management, Inc | 4,776 | $412.0K | 0.06% | +1,048+28.1% | Added |
| YorkBridge Wealth Partners, LLC | 5,033 | $436.0K | 0.11% | +395+8.5% | Added |
| Vestmark Advisory Solutions, Inc. | 5,045 | $438.0K | 0.03% | +617+13.9% | Added |
| Cresset Asset Management, LLC | 5,073 | $440.0K | 0.01% | +401+8.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,203 | $452.0K | 0.00% | −814−13.5% | Reduced |
| Marshall Wace Asia Ltd | 5,267 | $457.0K | 0.01% | −3,028−36.5% | Reduced |