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 |
|---|---|---|---|---|---|
| Portland Global Advisors LLC | 26,400 | $2.05M | 0.34% | +1,390+5.6% | Added |
| State Street Corp | 24,872 | $1.93M | 0.00% | +1,739+7.5% | Added |
| Neuberger Berman Group LLC | 25,083 | $1.93M | 0.00% | −28,433−53.1% | Reduced |
| Susquehanna International Group, LLP | 22,405 | $1.74M | 0.00% | +22,405 | New |
| Deltec Asset Management LLC | 22,250 | $1.73M | 0.28% | −6,230−21.9% | Reduced |
| First Republic Investment Management, Inc. | 21,979 | $1.71M | 0.00% | −958−4.2% | Reduced |
| Atria Investments LLC | 21,655 | $1.68M | 0.03% | +395+1.9% | Added |
| Campbell & CO Investment Adviser LLC | 21,347 | $1.66M | 0.57% | +21,347 | New |
| Morningstar Investment Services LLC | 21,244 | $1.65M | 0.02% | +2,963+16.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 20,295 | $1.58M | 0.01% | −1,116−5.2% | Reduced |
| Davenport & Co LLC | 18,930 | $1.47M | 0.01% | −614−3.1% | Reduced |
| Keybank National Association | 18,765 | $1.46M | 0.01% | −300−1.6% | Reduced |
| Mariner, LLC | 17,365 | $1.35M | 0.01% | +501+3.0% | Added |
| Beach Investment Counsel Inc | 17,350 | $1.35M | 0.18% | 00.0% | Unchanged |
| Castleview Partners, LLC | 102,945 | $1.32M | 0.01% | +102,945 | New |
| Clearline Capital LP | 16,900 | $1.31M | 0.18% | 00.0% | Unchanged |
| Glovista Investments LLC | 15,832 | $1.23M | 0.34% | +15,832 | New |
| F3Logic, LLC | 15,211 | $1.18M | 0.14% | +289+1.9% | Added |
| UBS Group AG | 14,963 | $1.16M | 0.00% | +2,471+19.8% | Added |
| American Century Companies Inc | 14,614 | $1.14M | 0.00% | +257+1.8% | Added |
| Janney Montgomery Scott LLC | 14,044 | $1.09M | 0.00% | +7,735+122.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 13,110 | $1.02M | 0.37% | −1,516−10.4% | Reduced |
| Rockefeller Capital Management L.P. | 10,352 | $804.0K | 0.00% | +13+0.1% | Added |
| Profund Advisors LLC | 10,083 | $784.0K | 0.03% | +1,125+12.6% | Added |
| The PNC Financial Services Group, Inc. | 10,029 | $780.0K | 0.00% | +1,143+12.9% | Added |
| Veriti Management LLC | 9,722 | $756.0K | 0.10% | −419−4.1% | Reduced |
| Voloridge Investment Management, LLC | 9,615 | $747.0K | 0.00% | +9,615 | New |
| Synovus Financial Corp | 9,188 | $719.0K | 0.01% | +303+3.4% | Added |
| Dumac, Inc. | 8,800 | $684.0K | 2.19% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 8,500 | $661.0K | 0.02% | −808−8.7% | Reduced |
| Regions Financial Corp | 8,492 | $660.0K | 0.01% | +295+3.6% | Added |
| Oppenheimer & Co Inc | 8,300 | $645.0K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,277 | $643.0K | 0.03% | +8,277 | New |
| HSBC Holdings PLC | 7,597 | $589.0K | 0.00% | +513+7.2% | Added |
| Thrivent Financial for Lutherans | 7,486 | $582.0K | 0.00% | −18,799−71.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,160 | $556.0K | 0.03% | +2,115+41.9% | Added |
| Chiron Investment Management, LLC | 6,769 | $526.0K | 0.06% | +6,769 | New |
| Bank of New York Mellon Corp | 6,610 | $513.0K | 0.00% | +29+0.4% | Added |
| Marks Group Wealth Management, Inc | 6,339 | $497.0K | 0.06% | +1,563+32.7% | Added |
| Quantamental Technologies LLC | 6,070 | $472.0K | 0.24% | +6,070 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,058 | $471.0K | 0.00% | −1,150−16.0% | Reduced |
| Engineers Gate Manager LP | 6,043 | $470.0K | 0.02% | +6,043 | New |
| Advisor Group Holdings, Inc. | 6,009 | $468.0K | 0.00% | +85+1.4% | Added |
| Panagora Asset Management Inc | 5,960 | $463.0K | 0.00% | +2,444+69.5% | Added |
| Kovitz Investment Group Partners, LLC | 6,035 | $457.0K | 0.01% | +3,260+117.5% | Added |
| Brinker Capital Investments, LLC | 5,733 | $446.0K | 0.01% | −15,037−72.4% | Reduced |
| Comerica Bank | 5,403 | $432.0K | 0.00% | −1,116−17.1% | Reduced |
| Pitcairn Co | 5,246 | $408.0K | 0.03% | −492−8.6% | Reduced |
| Advisor Partners LLC | 5,182 | $403.0K | 0.02% | −296−5.4% | Reduced |
| 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 |
| Ethic Inc. | 4,803 | $373.0K | 0.03% | +1,480+44.5% | Added |
| O'Brien Greene & Co. Inc | 4,589 | $357.0K | 0.12% | +300+7.0% | Added |
| Allen Investment Management LLC | 4,500 | $350.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,384 | $341.0K | 0.00% | +103+2.4% | Added |
| Stifel Financial Corp | 4,355 | $339.0K | 0.00% | −247−5.4% | Reduced |
| Schechter Investment Advisors, LLC | 4,354 | $338.0K | 0.03% | +4,354 | New |
| Veracity Capital LLC | 4,105 | $319.0K | 0.13% | −71−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,969 | $308.0K | 0.01% | +257+6.9% | Added |
| MML Investors Services, LLC | 3,955 | $307.0K | 0.00% | +434+12.3% | Added |
| West Family Investments, Inc. | 3,790 | $295.0K | 0.08% | +3,790 | New |
| Provida Pension Fund Administrator | 3,790 | $293.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 3,726 | $290.0K | 0.02% | +636+20.6% | Added |
| MBB Public Markets I LLC | 3,685 | $286.0K | 0.01% | +3,685 | New |
| Schonfeld Strategic Advisors LLC | 3,600 | $280.0K | 0.00% | +3,600 | New |
| Prudential Financial Inc | 3,371 | $273.0K | 0.00% | −155−4.4% | Reduced |
| Wellington Management Group LLP | 3,387 | $263.0K | 0.00% | +3,387 | New |
| Yousif Capital Management, LLC | 3,347 | $260.0K | 0.00% | +3,347 | 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 |
| Symmetry Partners, LLC | 3,087 | $240.0K | 0.02% | +3,087 | New |
| Candriam Luxembourg S.C.A. | 2,984 | $232.0K | 0.00% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,952 | $229.0K | 0.00% | −402−12.0% | Reduced |
| One Wealth Advisors, LLC | 2,896 | $225.0K | 0.06% | −705−19.6% | Reduced |
| Balentine LLC | 2,839 | $221.0K | 0.01% | +125+4.6% | Added |
| GFS Advisors, LLC | 2,800 | $218.0K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 2,751 | $213.0K | 0.00% | −20−0.7% | Reduced |
| RFG Advisory, LLC | 2,610 | $203.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,590 | $201.3K | 0.01% | −1,123−30.2% | Reduced |
| Eaton Vance Management | 2,569 | $200.0K | 0.00% | +21+0.8% | Added |
| Legal & General Group Plc | 2,458 | $191.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,357 | $183.2K | 0.03% | +1,469+165.4% | Added |
| Signaturefd, LLC | 2,323 | $181.0K | 0.01% | −355−13.3% | Reduced |
| Quadrant Capital Group LLC | 2,043 | $159.0K | 0.02% | −279−12.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,900 | $148.0K | 0.01% | −700−26.9% | Reduced |
| Pacer Advisors, Inc. | 1,850 | $144.0K | 0.00% | +1,850 | New |
| First Horizon Advisors, Inc. | 1,764 | $136.0K | 0.00% | −30−1.7% | Reduced |
| Sit Investment Associates Inc | 1,575 | $122.0K | 0.00% | +1,575 | New |
| Umb Bank N A | 970 | $75.0K | 0.00% | +970 | New |
| Tower Research Capital LLC (TRC) | 899 | $70.0K | 0.00% | +314+53.7% | Added |
| Trust Co of Vermont | 800 | $62.0K | 0.00% | +800 | New |
| Parallel Advisors, LLC | 749 | $58.0K | 0.00% | −224−23.0% | Reduced |
| Rosenberg Matthew Hamilton | 707 | $55.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 620 | $48.0K | 0.00% | −18−2.8% | Reduced |
| Washington Trust Advisors, Inc. | 520 | $40.0K | 0.00% | +520 | New |
| GW&K Investment Management, LLC | 428 | $33.0K | 0.00% | +53+14.1% | Added |
| Sageworth Trust Co of South Dakota | 403 | $31.0K | 0.05% | +403 | New |
| BNP Paribas Arbitrage, SA | 330 | $25.6K | 0.00% | −1,094−76.8% | Reduced |
| Pinnacle Bancorp, Inc. | 327 | $25.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 300 | $23.0K | 0.00% | 00.0% | Unchanged |