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, Q4 2021
Institutional positions in Mexican Economic Development Inc as of Dec 31, 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
- 242
- +5 vs. Q3 2021
- Shares held
- 69.5M
- −1.53M (−2.2%) vs. Q3 2021
- Total value
- $5.18B
- −$808.6M (−13.5%) vs. Q3 2021
- New holders
- 45
- 76 more added
- Sold out
- 40
- 81 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| State of Wyoming | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $777 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7 | $1.00K | 0.00% | −19−73.1% | Reduced |
| Hexagon Capital Partners LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Huntington National Bank | 24 | $2.00K | 0.00% | −150−86.2% | Reduced |
| Van Eck Associates Corp | 30 | $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 |
| Simplex Trading, LLC | 42 | $3.00K | 0.00% | −1,603−97.4% | Reduced |
| 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 |
| National Bank of Canada | 66 | $5.00K | 0.00% | +66 | New |
| Fortitude Advisory Group L.L.C. | 58 | $5.00K | 0.00% | +58 | New |
| Thomas White International Ltd | 73 | $6.00K | 0.00% | −50,943−99.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 84 | $7.00K | 0.00% | +84 | New |
| Financial Perspectives, Inc | 100 | $7.77K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 122 | $9.00K | 0.00% | −408−77.0% | Reduced |
| Okabena Investment Services Inc | 120 | $9.00K | 0.00% | +120 | New |
| Wolff Wiese Magana LLC | 137 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 143 | $11.0K | 0.00% | +20+16.3% | Added |
| Lindbrook Capital, LLC | 173 | $13.0K | 0.00% | −67−27.9% | Reduced |
| Carroll Financial Associates, Inc. | 182 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 167 | $13.0K | 0.00% | +167 | New |
| JFS Wealth Advisors, LLC | 182 | $14.0K | 0.00% | −163−47.2% | Reduced |
| Pin Oak Investment Advisors Inc | 192 | $15.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 196 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 194 | $15.0K | 0.00% | +194 | New |
| Quantbot Technologies LP | 200 | $15.0K | 0.00% | +200 | New |
| Cascade Investment Advisors, Inc. | 200 | $15.5K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 226 | $18.0K | 0.00% | +46+25.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 271 | $21.3K | 0.00% | +271 | New |
| Anchor Investment Management, LLC | 275 | $21.4K | 0.00% | −85−23.6% | Reduced |
| Spire Wealth Management | 280 | $22.0K | 0.00% | +52+22.8% | Added |
| Barrett Asset Management, LLC | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 327 | $25.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 330 | $25.6K | 0.00% | −1,094−76.8% | Reduced |
| Sageworth Trust Co of South Dakota | 403 | $31.0K | 0.05% | +403 | New |
| GW&K Investment Management, LLC | 428 | $33.0K | 0.00% | +53+14.1% | Added |
| Washington Trust Advisors, Inc. | 520 | $40.0K | 0.00% | +520 | New |
| Whittier Trust Co | 620 | $48.0K | 0.00% | −18−2.8% | Reduced |
| Rosenberg Matthew Hamilton | 707 | $55.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 749 | $58.0K | 0.00% | −224−23.0% | Reduced |
| Trust Co of Vermont | 800 | $62.0K | 0.00% | +800 | New |
| Tower Research Capital LLC (TRC) | 899 | $70.0K | 0.00% | +314+53.7% | Added |
| Umb Bank N A | 970 | $75.0K | 0.00% | +970 | New |
| Sit Investment Associates Inc | 1,575 | $122.0K | 0.00% | +1,575 | New |
| First Horizon Advisors, Inc. | 1,764 | $136.0K | 0.00% | −30−1.7% | Reduced |
| Pacer Advisors, Inc. | 1,850 | $144.0K | 0.00% | +1,850 | New |
| Whittier Trust Co of Nevada Inc | 1,900 | $148.0K | 0.01% | −700−26.9% | Reduced |
| Quadrant Capital Group LLC | 2,043 | $159.0K | 0.02% | −279−12.0% | Reduced |
| Signaturefd, LLC | 2,323 | $181.0K | 0.01% | −355−13.3% | Reduced |
| Atlas Capital Advisors LLC | 2,357 | $183.2K | 0.03% | +1,469+165.4% | Added |
| Legal & General Group Plc | 2,458 | $191.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 2,569 | $200.0K | 0.00% | +21+0.8% | Added |
| TD Private Client Wealth LLC | 2,590 | $201.3K | 0.01% | −1,123−30.2% | Reduced |
| RFG Advisory, LLC | 2,610 | $203.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 2,751 | $213.0K | 0.00% | −20−0.7% | Reduced |
| GFS Advisors, LLC | 2,800 | $218.0K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 2,839 | $221.0K | 0.01% | +125+4.6% | Added |
| One Wealth Advisors, LLC | 2,896 | $225.0K | 0.06% | −705−19.6% | Reduced |
| Confluence Investment Management LLC | 2,952 | $229.0K | 0.00% | −402−12.0% | Reduced |
| Candriam Luxembourg S.C.A. | 2,984 | $232.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,087 | $240.0K | 0.02% | +3,087 | New |
| Fox Run Management, L.L.C. | 3,316 | $258.0K | 0.15% | −885−21.1% | Reduced |
| Wolverine Trading, LLC | 3,333 | $258.0K | 0.00% | +3,333 | New |
| Yousif Capital Management, LLC | 3,347 | $260.0K | 0.00% | +3,347 | New |
| Wellington Management Group LLP | 3,387 | $263.0K | 0.00% | +3,387 | New |
| Prudential Financial Inc | 3,371 | $273.0K | 0.00% | −155−4.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,600 | $280.0K | 0.00% | +3,600 | New |
| MBB Public Markets I LLC | 3,685 | $286.0K | 0.01% | +3,685 | New |
| JustInvest LLC | 3,726 | $290.0K | 0.02% | +636+20.6% | Added |
| Provida Pension Fund Administrator | 3,790 | $293.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,790 | $295.0K | 0.08% | +3,790 | New |
| MML Investors Services, LLC | 3,955 | $307.0K | 0.00% | +434+12.3% | Added |
| O'Shaughnessy Asset Management, LLC | 3,969 | $308.0K | 0.01% | +257+6.9% | Added |
| Veracity Capital LLC | 4,105 | $319.0K | 0.13% | −71−1.7% | Reduced |
| Schechter Investment Advisors, LLC | 4,354 | $338.0K | 0.03% | +4,354 | New |
| Stifel Financial Corp | 4,355 | $339.0K | 0.00% | −247−5.4% | Reduced |
| Captrust Financial Advisors | 4,384 | $341.0K | 0.00% | +103+2.4% | Added |
| Allen Investment Management LLC | 4,500 | $350.0K | 0.00% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,589 | $357.0K | 0.12% | +300+7.0% | Added |
| Ethic Inc. | 4,803 | $373.0K | 0.03% | +1,480+44.5% | Added |
| YorkBridge Wealth Partners, LLC | 5,011 | $389.0K | 0.09% | −22−0.4% | Reduced |
| Verition Fund Management LLC | 5,012 | $389.0K | 0.00% | +5,012 | New |
| Advisor Partners LLC | 5,182 | $403.0K | 0.02% | −296−5.4% | Reduced |
| Pitcairn Co | 5,246 | $408.0K | 0.03% | −492−8.6% | Reduced |
| Comerica Bank | 5,403 | $432.0K | 0.00% | −1,116−17.1% | Reduced |
| Brinker Capital Investments, LLC | 5,733 | $446.0K | 0.01% | −15,037−72.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,035 | $457.0K | 0.01% | +3,260+117.5% | Added |
| Panagora Asset Management Inc | 5,960 | $463.0K | 0.00% | +2,444+69.5% | Added |
| Advisor Group Holdings, Inc. | 6,009 | $468.0K | 0.00% | +85+1.4% | Added |