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 2022
Institutional positions in Mexican Economic Development Inc as of Dec 31, 2022. 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
- 261
- +23 vs. Q3 2022
- Shares held
- 78.1M
- +2.73M (+3.6%) vs. Q3 2022
- Total value
- $6.10B
- +$1.36B (+28.8%) vs. Q3 2022
- New holders
- 41
- 93 more added
- Sold out
- 18
- 88 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 3 | $234 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 7 | $547 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $703 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $781 | 0.00% | −50−83.3% | Reduced |
| Raffa Wealth Management, LLC | 10 | $781 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $1.41K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $1.72K | 0.00% | +22 | New |
| Schubert & Co | 23 | $1.80K | 0.00% | +1+4.5% | Added |
| Spire Wealth Management | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $2.66K | 0.00% | −28−45.2% | Reduced |
| RWM Asset Management, LLC | 45 | $3.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 49 | $3.83K | 0.00% | −21−30.0% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $4.06K | 0.00% | −12−18.8% | Reduced |
| First Manhattan Co | 54 | $4.22K | 0.00% | +54 | New |
| GW&K Investment Management, LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 80 | $6.00K | 0.00% | +23+40.4% | Added |
| Financial Perspectives, Inc | 100 | $7.81K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 104 | $8.17K | 0.00% | +52+100.0% | Added |
| Washington Trust Advisors, Inc. | 145 | $11.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 172 | $13.0K | 0.00% | +172 | New |
| Brown Brothers Harriman & Co | 194 | $15.2K | 0.00% | −675−77.7% | Reduced |
| FinTrust Capital Advisors, LLC | 213 | $16.6K | 0.00% | +103+93.6% | Added |
| CWM, LLC | 235 | $18.0K | 0.00% | +53+29.1% | Added |
| Advisory Services Network, LLC | 237 | $18.5K | 0.00% | +237 | New |
| Glassman Wealth Services | 239 | $18.7K | 0.00% | +18+8.1% | Added |
| Lindbrook Capital, LLC | 253 | $19.8K | 0.00% | +14+5.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 285 | $22.3K | 0.02% | +143+100.7% | Added |
| Pin Oak Investment Advisors Inc | 313 | $24.0K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 318 | $24.8K | 0.00% | +40+14.4% | Added |
| Anchor Investment Management, LLC | 350 | $27.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 388 | $30.3K | 0.00% | +388 | New |
| Proequities, Inc. | 445 | $34.8K | 0.00% | +5+1.1% | Added |
| Concord Wealth Partners | 464 | $36.2K | 0.01% | +464 | New |
| Pinnacle Bancorp, Inc. | 549 | $43.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 582 | $45.5K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 583 | $45.6K | 0.00% | −367−38.6% | Reduced |
| Whittier Trust Co | 660 | $51.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 785 | $61.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 785 | $61.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $62.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 870 | $68.0K | 0.01% | +102+13.3% | Added |
| First Horizon Advisors, Inc. | 920 | $71.9K | 0.00% | +122+15.3% | Added |
| EverSource Wealth Advisors, LLC | 1,085 | $84.8K | 0.01% | +67+6.6% | Added |
| Umb Bank N A | 1,108 | $87.0K | 0.00% | −221−16.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,200 | $93.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,389 | $108.5K | 0.00% | +645+86.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,400 | $109.4K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $123.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $123.1K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,786 | $139.5K | 0.01% | +1,786 | New |
| Bayesian Capital Management, LP | 2,641 | $206.3K | 0.03% | −1,700−39.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,327 | $208.0K | 0.00% | +2,331+234.0% | Added |
| Baron Wealth Management LLC | 2,698 | $210.8K | 0.16% | +2,698 | New |
| Cable Hill Partners, LLC | 2,807 | $219.3K | 0.04% | +2,807 | New |
| Covea Finance | 2,814 | $220.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,650 | $221.1K | 0.01% | −35−1.3% | Reduced |
| TD Private Client Wealth LLC | 2,833 | $221.3K | 0.01% | −996−26.0% | Reduced |
| Confluence Investment Management LLC | 3,126 | $244.0K | 0.00% | −361−10.4% | Reduced |
| Henry James International Management, Inc. | 3,156 | $246.5K | 0.12% | +3,156 | New |
| Signaturefd, LLC | 3,183 | $248.7K | 0.01% | −114−3.5% | Reduced |
| Park Avenue Securities LLC | 3,250 | $254.0K | 0.00% | +3,250 | New |
| SG Americas Securities, LLC | 3,261 | $255.0K | 0.00% | −4,545−58.2% | Reduced |
| VisionPoint Advisory Group, LLC | 3,030 | $256.1K | 0.11% | +3,030 | New |
| Peapack Gladstone Financial Corp | 3,373 | $263.0K | 0.01% | −211−5.9% | Reduced |
| Kestra Advisory Services, LLC | 3,480 | $271.9K | 0.00% | +3,480 | New |
| Yousif Capital Management, LLC | 3,612 | $282.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3,648 | $285.0K | 0.01% | −152−4.0% | Reduced |
| Personal Cfo Solutions, LLC | 3,802 | $297.0K | 0.06% | +3,802 | New |
| Provida Pension Fund Administrator | 3,790 | $300.7K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,951 | $308.7K | 0.02% | −150−3.7% | Reduced |
| Phraction Management LLC | 3,951 | $308.7K | 0.20% | 00.0% | Unchanged |
| Caption Management, LLC | 4,000 | $312.5K | 0.05% | +4,000 | New |
| CAPROCK Group, Inc. | 4,064 | $317.5K | 0.03% | −332−7.6% | Reduced |
| Cetera Advisor Networks LLC | 4,086 | $319.2K | 0.00% | +4,086 | New |
| FORA Capital, LLC | 4,216 | $329.4K | 0.05% | +4,216 | New |
| Advisor Partners II, LLC | 4,391 | $343.0K | 0.02% | +1,055+31.6% | Added |
| Quantbot Technologies LP | 4,489 | $350.7K | 0.03% | +4,489 | New |
| Quantinno Capital Management LP | 4,634 | $362.0K | 0.03% | +4,634 | New |
| TownSquare Capital, LLC | 4,683 | $365.8K | 0.01% | +4,683 | New |
| Quadrant Capital Group LLC | 4,925 | $384.7K | 0.04% | +1,449+41.7% | Added |
| Easterly Investment Partners LLC | 5,060 | $395.3K | 0.03% | +5,060 | New |
| Dynamic Technology Lab Private Ltd | 5,190 | $405.0K | 0.04% | −660−11.3% | Reduced |
| Rockefeller Capital Management L.P. | 5,296 | $413.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,316 | $414.0K | 0.00% | +2,079+64.2% | Added |
| JustInvest LLC | 5,683 | $444.0K | 0.02% | −993−14.9% | Reduced |
| Virtu Financial LLC | 6,213 | $485.0K | 0.06% | +6,213 | New |
| Engineers Gate Manager LP | 6,235 | $487.1K | 0.03% | +2,689+75.8% | Added |
| Pacer Advisors, Inc. | 6,245 | $487.9K | 0.00% | +3,227+106.9% | Added |
| Synovus Financial Corp | 6,324 | $494.0K | 0.01% | −1,924−23.3% | Reduced |
| Schechter Investment Advisors, LLC | 6,361 | $496.9K | 0.05% | +185+3.0% | Added |
| O'Brien Greene & Co. Inc | 6,394 | $500.0K | 0.19% | −10,374−61.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,572 | $513.4K | 0.12% | +6,572 | New |
| One Wealth Advisors, LLC | 6,640 | $518.7K | 0.12% | +226+3.5% | Added |
| Bessemer Group Inc | 6,657 | $520.0K | 0.00% | +6,271+1,624.6% | Added |
| HSBC Holdings PLC | 6,870 | $539.8K | 0.00% | +919+15.4% | Added |
| Veracity Capital LLC | 7,318 | $571.7K | 0.27% | +1,206+19.7% | Added |
| Vestmark Advisory Solutions, Inc. | 7,504 | $586.2K | 0.03% | +1,691+29.1% | Added |