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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 6,034 | $574.4K | 0.00% | −4,305−41.6% | Reduced |
| Veriti Management LLC | 6,063 | $577.2K | 0.07% | −1,499−19.8% | Reduced |
| Synovus Financial Corp | 6,068 | $577.6K | 0.01% | −256−4.0% | Reduced |
| Schechter Investment Advisors, LLC | 6,433 | $612.4K | 0.06% | +72+1.1% | Added |
| O'Brien Greene & Co. Inc | 6,479 | $617.0K | 0.23% | +85+1.3% | Added |
| Bessemer Group Inc | 6,600 | $628.0K | 0.00% | −57−0.9% | Reduced |
| One Wealth Advisors, LLC | 6,618 | $630.0K | 0.15% | −22−0.3% | Reduced |
| VisionPoint Advisory Group, LLC | 7,347 | $707.7K | 0.31% | +4,317+142.5% | Added |
| Profund Advisors LLC | 7,559 | $719.5K | 0.04% | −866−10.3% | Reduced |
| Veracity Capital LLC | 7,694 | $732.4K | 0.34% | +376+5.1% | Added |
| Group One Trading, L.P. | 7,749 | $737.6K | 0.04% | +7,749 | New |
| Ritholtz Wealth Management | 7,751 | $737.8K | 0.04% | +7,751 | New |
| Brinker Capital Investments, LLC | 7,833 | $745.6K | 0.01% | −54−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 7,833 | $745.6K | 0.01% | +7,833 | New |
| Blue Square Asset Management, LLC | 7,925 | $754.4K | 0.50% | +7,925 | New |
| Advisor Group Holdings, Inc. | 8,049 | $766.5K | 0.00% | +285+3.7% | Added |
| FDx Advisors, Inc. | 9,834 | $768.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,128 | $773.7K | 0.00% | −1,113−12.0% | Reduced |
| Prudential Financial Inc | 8,530 | $812.0K | 0.00% | −554−6.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,618 | $820.3K | 0.00% | −47,956−84.8% | Reduced |
| Ergoteles LLC | 9,306 | $885.8K | 0.03% | +9,306 | New |
| Regions Financial Corp | 9,489 | $904.0K | 0.01% | −135−1.4% | Reduced |
| Pitcairn Co | 9,981 | $950.1K | 0.09% | +691+7.4% | Added |
| Pacer Advisors, Inc. | 10,315 | $981.9K | 0.00% | +4,070+65.2% | Added |
| Captrust Financial Advisors | 10,317 | $982.1K | 0.00% | −51−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 10,372 | $987.3K | 0.13% | −38−0.4% | Reduced |
| MML Investors Services, LLC | 10,690 | $1.02M | 0.01% | −1,393−11.5% | Reduced |
| Barclays PLC | 11,487 | $1.09M | 0.00% | +1,333+13.1% | Added |
| Stifel Financial Corp | 11,537 | $1.10M | 0.00% | −1,413−10.9% | Reduced |
| State Street Corp | 11,904 | $1.13M | 0.00% | −4,952−29.4% | Reduced |
| Beach Investment Counsel Inc | 12,297 | $1.17M | 0.16% | −2,300−15.8% | Reduced |
| Janney Montgomery Scott LLC | 12,911 | $1.23M | 0.01% | −1,037−7.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 13,110 | $1.25M | 0.50% | 00.0% | Unchanged |
| Atria Investments LLC | 13,155 | $1.25M | 0.02% | +13,155 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,495 | $1.28M | 0.01% | −376−2.7% | Reduced |
| Massachusetts Financial Services Co | 14,124 | $1.34M | 0.00% | −406−2.8% | Reduced |
| Creative Planning | 15,137 | $1.44M | 0.00% | +1,642+12.2% | Added |
| Oldfield Partners LLP | 15,200 | $1.45M | 0.23% | −700−4.4% | Reduced |
| Ethic Inc. | 15,286 | $1.46M | 0.06% | +1,126+8.0% | Added |
| Deltec Asset Management LLC | 16,580 | $1.58M | 0.39% | −3,420−17.1% | Reduced |
| Cumberland Partners Ltd | 19,000 | $1.81M | 0.18% | +5,000+35.7% | Added |
| GFS Advisors, LLC | 20,000 | $1.90M | 0.44% | −2,800−12.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,701 | $1.97M | 0.03% | +12,026+138.6% | Added |
| Guggenheim Capital LLC | 20,719 | $1.97M | 0.02% | −7,022−25.3% | Reduced |
| Lighthouse Investment Partners, LLC | 22,000 | $2.09M | 0.18% | −35,081−61.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 23,015 | $2.19M | 0.01% | −1,797−7.2% | Reduced |
| Qtron Investments LLC | 25,446 | $2.42M | 0.50% | +5,091+25.0% | Added |
| Keybank National Association | 26,303 | $2.50M | 0.01% | +1,014+4.0% | Added |
| Jump Financial, LLC | 26,512 | $2.52M | 0.10% | −47,273−64.1% | Reduced |
| Ruffer LLP | 27,000 | $2.57M | 0.09% | 00.0% | Unchanged |
| Solstein Capital, LLC | 27,172 | $2.59M | 2.25% | +1,778+7.0% | Added |
| Acadian Asset Management LLC | 28,171 | $2.68M | 0.01% | −18,711−39.9% | Reduced |
| Virtu Financial LLC | 28,289 | $2.69M | 0.29% | +22,076+355.3% | Added |
| Mariner, LLC | 28,711 | $2.73M | 0.01% | −828−2.8% | Reduced |
| Vanguard Group Inc | 29,025 | $2.76M | 0.00% | −7,302−20.1% | Reduced |
| SG Americas Securities, LLC | 29,433 | $2.80M | 0.04% | +26,172+802.6% | Added |
| Wells Fargo & Company | 30,292 | $2.88M | 0.00% | +6,949+29.8% | Added |
| Davenport & Co LLC | 30,539 | $2.91M | 0.02% | −1,047−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 30,607 | $2.91M | 0.01% | +30,289+9,524.8% | Added |
| Dorsey Wright & Associates | 31,093 | $2.96M | 0.90% | −1,559−4.8% | Reduced |
| Employees Retirement System of Texas | 32,034 | $3.05M | 0.04% | −4,991−13.5% | Reduced |
| Islet Management, LP | 32,914 | $3.10M | 11.36% | +12,914+64.6% | Added |
| Crossmark Global Holdings, Inc. | 32,989 | $3.14M | 0.07% | −2,237−6.4% | Reduced |
| Bank of Montreal | 33,341 | $3.18M | 0.00% | +903+2.8% | Added |
| Neuberger Berman Group LLC | 33,456 | $3.18M | 0.00% | −875−2.5% | Reduced |
| Truist Financial Corp | 35,371 | $3.37M | 0.01% | −9,664−21.5% | Reduced |
| First Republic Investment Management, Inc. | 36,379 | $3.46M | 0.01% | −2,097−5.5% | Reduced |
| Portland Global Advisors LLC | 38,386 | $3.65M | 0.63% | +1,780+4.9% | Added |
| Cary Street Partner Investment Advisory LLC | 41,188 | $3.92M | 0.28% | +5,295+14.8% | Added |
| MMBG Investment Advisors Co. | 41,723 | $3.97M | 0.50% | 00.0% | Unchanged |
| Fifth Third Bancorp | 42,683 | $4.06M | 0.02% | −1,673−3.8% | Reduced |
| Baker Ellis Asset Management LLC | 44,241 | $4.21M | 0.75% | +1,619+3.8% | Added |
| McKinley Capital Management LLC /Delaware | 45,716 | $4.35M | 0.58% | +45,716 | New |
| Bank of New York Mellon Corp | 46,564 | $4.43M | 0.00% | +32,747+237.0% | Added |
| Natixis Advisors, L.P. | 49,219 | $4.68M | 0.02% | +791+1.6% | Added |
| Verition Fund Management LLC | 50,000 | $4.76M | 0.08% | +37,500+300.0% | Added |
| Susquehanna International Group, LLP | 52,691 | $5.02M | 0.01% | −82,181−60.9% | Reduced |
| Fayez Sarofim & Co | 57,635 | $5.49M | 0.02% | +1,200+2.1% | Added |
| Tocqueville Asset Management L.P. | 58,600 | $5.58M | 0.11% | −80,400−57.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 58,833 | $5.60M | 3.08% | +58,833 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 59,769 | $5.69M | 0.02% | −73,618−55.2% | Reduced |
| National Bank of Canada | 60,514 | $5.77M | 0.02% | −2,298−3.7% | Reduced |
| American Century Companies Inc | 61,824 | $5.88M | 0.00% | +8,884+16.8% | Added |
| Citigroup Inc | 62,415 | $5.94M | 0.01% | −27,792−30.8% | Reduced |
| Renaissance Group LLC | 63,545 | $6.05M | 0.28% | +63,545 | New |
| Susquehanna Fundamental Investments, LLC | 66,046 | $6.29M | 0.15% | 00.0% | Unchanged |
| APG Asset Management N.V. | 71,954 | $6.30M | 0.01% | −91,600−56.0% | Reduced |
| Oppenheimer Asset Management Inc. | 66,709 | $6.35M | 0.10% | +661+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 67,871 | $6.46M | 0.01% | −442,617−86.7% | Reduced |
| Vontobel Asset Management Inc | 71,141 | $6.49M | 0.05% | −9,712−12.0% | Reduced |
| Sustainable Growth Advisers, LP | 70,590 | $6.72M | 0.04% | +13,623+23.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 73,799 | $7.02M | 0.11% | −12,475−14.5% | Reduced |
| Coerente Capital Management | 74,349 | $7.08M | 1.59% | −73,557−49.7% | Reduced |
| Jarislowsky, Fraser Ltd | 75,412 | $7.18M | 0.04% | −50−0.1% | Reduced |
| US Bancorp | 80,326 | $7.65M | 0.01% | +1,369+1.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 85,111 | $8.10M | 0.04% | −24,665−22.5% | Reduced |
| UBS Group AG | 88,595 | $8.43M | 0.00% | −320−0.4% | Reduced |
| Norges Bank | 90,339 | $8.60M | 0.00% | −40,000−30.7% | Reduced |
| Morningstar Investment Services LLC | 93,664 | $8.90M | 0.12% | +2,727+3.0% | Added |
| Deprince Race & Zollo Inc | 96,000 | $9.14M | 0.21% | +11,800+14.0% | Added |