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, Q1 2023
Institutional positions in Mexican Economic Development Inc as of Mar 31, 2023. 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
- 264
- +6 vs. Q4 2022
- Shares held
- 73.6M
- −4.39M (−5.6%) vs. Q4 2022
- Total value
- $7.00B
- +$911.6M (+15.0%) vs. Q4 2022
- New holders
- 36
- 82 more added
- Sold out
- 30
- 109 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 3 | $286 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $286 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 7 | $666 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $952 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $1.56K | 0.00% | −73−81.1% | Reduced |
| Farther Finance Advisors, LLC | 17 | $1.62K | 0.00% | +17 | New |
| Hexagon Capital Partners LLC | 18 | $1.71K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $2.10K | 0.00% | −1−4.3% | Reduced |
| Spire Wealth Management | 29 | $2.76K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 29 | $2.76K | 0.00% | +29 | New |
| SRS Capital Advisors, Inc. | 44 | $4.19K | 0.00% | +34+340.0% | Added |
| Huntington National Bank | 47 | $4.47K | 0.00% | +13+38.2% | Added |
| Allworth Financial LP | 49 | $4.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $4.95K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 52 | $4.98K | 0.00% | −52−50.0% | Reduced |
| Van Eck Associates Corp | 78 | $7.00K | 0.00% | −2−2.5% | Reduced |
| Belpointe Asset Management LLC | 91 | $8.66K | 0.00% | −297−76.5% | Reduced |
| Financial Perspectives, Inc | 100 | $9.52K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $10.0K | 0.00% | +29+37.2% | Added |
| Northwestern Mutual Wealth Management Co | 123 | $11.7K | 0.00% | +101+459.1% | Added |
| Park Place Capital Corp | 124 | $11.8K | 0.00% | +124 | New |
| Washington Trust Advisors, Inc. | 145 | $13.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $14.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $16.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 194 | $18.5K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 200 | $19.0K | 0.02% | +200 | New |
| Global Retirement Partners, LLC | 221 | $21.4K | 0.00% | +212+2,355.6% | Added |
| Jones Financial Companies LLLP | 225 | $21.4K | 0.00% | +225 | New |
| Glassman Wealth Services | 241 | $22.9K | 0.00% | +2+0.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 250 | $24.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 257 | $24.5K | 0.02% | +257 | New |
| Lindbrook Capital, LLC | 273 | $26.0K | 0.00% | +20+7.9% | Added |
| CWM, LLC | 286 | $27.0K | 0.00% | +51+21.7% | Added |
| Castleview Partners, LLC | 287 | $27.3K | 0.02% | +2+0.7% | Added |
| Pin Oak Investment Advisors Inc | 313 | $30.0K | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 341 | $32.5K | 0.02% | +341 | New |
| Advisory Services Network, LLC | 342 | $32.6K | 0.00% | +105+44.3% | Added |
| Concord Wealth Partners | 350 | $33.3K | 0.01% | −114−24.6% | Reduced |
| Anchor Investment Management, LLC | 350 | $33.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 405 | $38.6K | 0.00% | +405 | New |
| Harel Insurance Investments & Financial Services Ltd. | 409 | $39.0K | 0.00% | +409 | New |
| Proequities, Inc. | 439 | $41.8K | 0.00% | −6−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 539 | $51.0K | 0.00% | +367+213.4% | Added |
| Pinnacle Bancorp, Inc. | 549 | $52.3K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 582 | $55.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 625 | $59.5K | 0.00% | +42+7.2% | Added |
| Whittier Trust Co | 660 | $62.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 785 | $74.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 785 | $75.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $76.2K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 870 | $82.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,052 | $100.2K | 0.00% | +132+14.3% | Added |
| EverSource Wealth Advisors, LLC | 1,063 | $101.2K | 0.01% | −22−2.0% | Reduced |
| Umb Bank N A | 1,137 | $108.2K | 0.00% | +29+2.6% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $114.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,300 | $123.7K | 0.00% | −100−7.1% | Reduced |
| Toroso Investments, LLC | 1,315 | $125.0K | 0.00% | +1,315 | New |
| Legal & General Group Plc | 1,575 | $149.9K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $150.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,838 | $175.0K | 0.00% | +449+32.3% | Added |
| Citadel Advisors LLC | 2,167 | $206.3K | 0.00% | −141,177−98.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,200 | $209.4K | 0.00% | +2,200 | New |
| Sequoia Financial Advisors, LLC | 2,325 | $221.3K | 0.00% | +2,325 | New |
| Kestra Advisory Services, LLC | 2,346 | $223.3K | 0.00% | −1,134−32.6% | Reduced |
| Greenleaf Trust | 2,395 | $228.0K | 0.00% | +2,395 | New |
| Kovitz Investment Group Partners, LLC | 2,580 | $246.0K | 0.00% | +2,580 | New |
| TD Private Client Wealth LLC | 2,613 | $248.7K | 0.01% | −220−7.8% | Reduced |
| RFG Advisory, LLC | 2,650 | $252.3K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,698 | $256.8K | 0.18% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,972 | $282.0K | 0.01% | −508,728−99.4% | Reduced |
| Peapack Gladstone Financial Corp | 3,133 | $298.0K | 0.01% | −240−7.1% | Reduced |
| Henry James International Management, Inc. | 3,147 | $299.6K | 0.13% | −9−0.3% | Reduced |
| Signaturefd, LLC | 3,181 | $302.8K | 0.01% | −2−0.1% | Reduced |
| Tudor Investment Corp Et Al | 3,251 | $309.0K | 0.01% | +3,251 | New |
| Cable Hill Partners, LLC | 3,261 | $310.4K | 0.05% | +454+16.2% | Added |
| Putnam Investments LLC | 3,428 | $326.3K | 0.00% | +3,428 | New |
| Confluence Investment Management LLC | 3,441 | $327.6K | 0.00% | +315+10.1% | Added |
| Panagora Asset Management Inc | 3,478 | $331.1K | 0.00% | +3,478 | New |
| Yousif Capital Management, LLC | 3,612 | $343.8K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,701 | $352.3K | 0.00% | +3,701 | New |
| Provida Pension Fund Administrator | 3,790 | $360.2K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,862 | $367.6K | 0.08% | +60+1.6% | Added |
| Wetherby Asset Management Inc | 3,911 | $372.3K | 0.02% | −40−1.0% | Reduced |
| Phraction Management LLC | 3,951 | $376.1K | 0.22% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,962 | $377.2K | 0.01% | +3,962 | New |
| Ronald Blue Trust, Inc. | 5,061 | $395.0K | 0.01% | +1,734+52.1% | Added |
| CAPROCK Group, Inc. | 4,272 | $406.7K | 0.03% | +208+5.1% | Added |
| Cetera Advisor Networks LLC | 4,483 | $426.7K | 0.00% | +397+9.7% | Added |
| Aquatic Capital Management LLC | 4,700 | $447.0K | 0.03% | −17,300−78.6% | Reduced |
| Advisor Partners II, LLC | 4,696 | $447.0K | 0.02% | +305+6.9% | Added |
| Bayesian Capital Management, LP | 4,741 | $451.3K | 0.06% | +2,100+79.5% | Added |
| TownSquare Capital, LLC | 4,898 | $466.2K | 0.01% | +215+4.6% | Added |
| Engineers Gate Manager LP | 5,291 | $503.6K | 0.02% | −944−15.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,300 | $505.0K | 0.01% | +5,300 | New |
| Quadrant Capital Group LLC | 5,559 | $529.2K | 0.06% | +634+12.9% | Added |
| Chesapeake Asset Management LLC | 5,573 | $530.5K | 0.49% | +5,573 | New |
| Vestmark Advisory Solutions, Inc. | 5,605 | $533.5K | 0.02% | −1,899−25.3% | Reduced |
| HighTower Advisors, LLC | 5,645 | $538.0K | 0.00% | +329+6.2% | Added |
| Qube Research & Technologies Ltd | 5,900 | $561.6K | 0.00% | −4,538−43.5% | Reduced |
| JustInvest LLC | 6,026 | $573.6K | 0.02% | +343+6.0% | Added |