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 |
|---|---|---|---|---|---|
| Confluence Investment Management LLC | 3,126 | $244.0K | 0.00% | −361−10.4% | Reduced |
| TD Private Client Wealth LLC | 2,833 | $221.3K | 0.01% | −996−26.0% | Reduced |
| RFG Advisory, LLC | 2,650 | $221.1K | 0.01% | −35−1.3% | Reduced |
| Covea Finance | 2,814 | $220.0K | 0.01% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,807 | $219.3K | 0.04% | +2,807 | New |
| Baron Wealth Management LLC | 2,698 | $210.8K | 0.16% | +2,698 | New |
| Ronald Blue Trust, Inc. | 3,327 | $208.0K | 0.00% | +2,331+234.0% | Added |
| Bayesian Capital Management, LP | 2,641 | $206.3K | 0.03% | −1,700−39.2% | Reduced |
| Comerica Securities,inc. | 1,786 | $139.5K | 0.01% | +1,786 | New |
| Legal & General Group Plc | 1,575 | $123.1K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $123.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,400 | $109.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,389 | $108.5K | 0.00% | +645+86.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $93.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,108 | $87.0K | 0.00% | −221−16.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,085 | $84.8K | 0.01% | +67+6.6% | Added |
| First Horizon Advisors, Inc. | 920 | $71.9K | 0.00% | +122+15.3% | Added |
| Atlas Capital Advisors LLC | 870 | $68.0K | 0.01% | +102+13.3% | Added |
| Trust Co of Vermont | 800 | $62.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 785 | $61.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 785 | $61.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 660 | $51.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 583 | $45.6K | 0.00% | −367−38.6% | Reduced |
| Rosenberg Matthew Hamilton | 582 | $45.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 549 | $43.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 464 | $36.2K | 0.01% | +464 | New |
| Proequities, Inc. | 445 | $34.8K | 0.00% | +5+1.1% | Added |
| Belpointe Asset Management LLC | 388 | $30.3K | 0.00% | +388 | New |
| Anchor Investment Management, LLC | 350 | $27.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 318 | $24.8K | 0.00% | +40+14.4% | Added |
| Pin Oak Investment Advisors Inc | 313 | $24.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 285 | $22.3K | 0.02% | +143+100.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 253 | $19.8K | 0.00% | +14+5.9% | Added |
| Glassman Wealth Services | 239 | $18.7K | 0.00% | +18+8.1% | Added |
| Advisory Services Network, LLC | 237 | $18.5K | 0.00% | +237 | New |
| CWM, LLC | 235 | $18.0K | 0.00% | +53+29.1% | Added |
| FinTrust Capital Advisors, LLC | 213 | $16.6K | 0.00% | +103+93.6% | Added |
| Brown Brothers Harriman & Co | 194 | $15.2K | 0.00% | −675−77.7% | Reduced |
| Tower Research Capital LLC (TRC) | 172 | $13.0K | 0.00% | +172 | New |
| Federation des caisses Desjardins du Quebec | 151 | $11.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 145 | $11.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 104 | $8.17K | 0.00% | +52+100.0% | Added |
| IFP Advisors, Inc | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $7.81K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Manhattan Co | 54 | $4.22K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 52 | $4.06K | 0.00% | −12−18.8% | Reduced |
| Allworth Financial LP | 49 | $3.83K | 0.00% | −21−30.0% | Reduced |
| RWM Asset Management, LLC | 45 | $3.52K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $2.66K | 0.00% | −28−45.2% | Reduced |
| Spire Wealth Management | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 23 | $1.80K | 0.00% | +1+4.5% | Added |
| Northwestern Mutual Wealth Management Co | 22 | $1.72K | 0.00% | +22 | New |
| Hexagon Capital Partners LLC | 18 | $1.41K | 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 |
| Global Retirement Partners, LLC | 9 | $703 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $547 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $234 | 0.00% | +3 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −198,074−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −113,252−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −86,916−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −35,900−100.0% | Sold out |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −26,051−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,074−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −5,334−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −5,142−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,995−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −4,215−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Artha Asset Management LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |