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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 2,346 | $223.3K | 0.00% | −1,134−32.6% | Reduced |
| Sequoia Financial Advisors, LLC | 2,325 | $221.3K | 0.00% | +2,325 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,200 | $209.4K | 0.00% | +2,200 | New |
| Citadel Advisors LLC | 2,167 | $206.3K | 0.00% | −141,177−98.5% | Reduced |
| New York State Common Retirement Fund | 1,838 | $175.0K | 0.00% | +449+32.3% | Added |
| Sit Investment Associates Inc | 1,575 | $150.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $149.9K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,315 | $125.0K | 0.00% | +1,315 | New |
| Whittier Trust Co of Nevada Inc | 1,300 | $123.7K | 0.00% | −100−7.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,200 | $114.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,137 | $108.2K | 0.00% | +29+2.6% | Added |
| EverSource Wealth Advisors, LLC | 1,063 | $101.2K | 0.01% | −22−2.0% | Reduced |
| First Horizon Advisors, Inc. | 1,052 | $100.2K | 0.00% | +132+14.3% | Added |
| Atlas Capital Advisors LLC | 870 | $82.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $76.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 785 | $75.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 785 | $74.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 660 | $62.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 625 | $59.5K | 0.00% | +42+7.2% | Added |
| Rosenberg Matthew Hamilton | 582 | $55.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 549 | $52.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 539 | $51.0K | 0.00% | +367+213.4% | Added |
| Proequities, Inc. | 439 | $41.8K | 0.00% | −6−1.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 409 | $39.0K | 0.00% | +409 | New |
| Leonteq Securities AG | 405 | $38.6K | 0.00% | +405 | New |
| Concord Wealth Partners | 350 | $33.3K | 0.01% | −114−24.6% | Reduced |
| Anchor Investment Management, LLC | 350 | $33.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 342 | $32.6K | 0.00% | +105+44.3% | Added |
| Cape Investment Advisory, Inc. | 341 | $32.5K | 0.02% | +341 | New |
| Pin Oak Investment Advisors Inc | 313 | $30.0K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 287 | $27.3K | 0.02% | +2+0.7% | Added |
| CWM, LLC | 286 | $27.0K | 0.00% | +51+21.7% | Added |
| Lindbrook Capital, LLC | 273 | $26.0K | 0.00% | +20+7.9% | Added |
| Headlands Technologies LLC | 257 | $24.5K | 0.02% | +257 | New |
| JTC Employer Solutions Trusteee Ltd | 250 | $24.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 241 | $22.9K | 0.00% | +2+0.8% | Added |
| Jones Financial Companies LLLP | 225 | $21.4K | 0.00% | +225 | New |
| Global Retirement Partners, LLC | 221 | $21.4K | 0.00% | +212+2,355.6% | Added |
| Cascade Investment Advisors, Inc. | 200 | $19.0K | 0.02% | +200 | New |
| Brown Brothers Harriman & Co | 194 | $18.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $16.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $14.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 145 | $13.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 124 | $11.8K | 0.00% | +124 | New |
| Northwestern Mutual Wealth Management Co | 123 | $11.7K | 0.00% | +101+459.1% | Added |
| GW&K Investment Management, LLC | 107 | $10.0K | 0.00% | +29+37.2% | Added |
| Financial Perspectives, Inc | 100 | $9.52K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 91 | $8.66K | 0.00% | −297−76.5% | Reduced |
| Van Eck Associates Corp | 78 | $7.00K | 0.00% | −2−2.5% | Reduced |
| Raleigh Capital Management Inc. | 52 | $4.98K | 0.00% | −52−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $4.95K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 49 | $4.67K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 47 | $4.47K | 0.00% | +13+38.2% | Added |
| SRS Capital Advisors, Inc. | 44 | $4.19K | 0.00% | +34+340.0% | Added |
| Spire Wealth Management | 29 | $2.76K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 29 | $2.76K | 0.00% | +29 | New |
| Schubert & Co | 22 | $2.10K | 0.00% | −1−4.3% | Reduced |
| Hexagon Capital Partners LLC | 18 | $1.71K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $1.62K | 0.00% | +17 | New |
| IFP Advisors, Inc | 17 | $1.56K | 0.00% | −73−81.1% | Reduced |
| Raffa Wealth Management, LLC | 10 | $952 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $666 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $286 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $286 | 0.00% | +3 | New |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −754,158−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −510,900−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −173,287−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −162,818−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −154,927−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −104,606−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −61,771−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −40,456−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −25,168−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −24,242−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,988−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −16,284−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −16,252−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,049−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −10,951−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,870−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,572−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −4,634−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,489−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,216−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Perpetual Investment Management Ltd | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |