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, Q2 2023
Institutional positions in Mexican Economic Development Inc as of Jun 30, 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
- 294
- +30 vs. Q1 2023
- Shares held
- 71.8M
- −1.81M (−2.5%) vs. Q1 2023
- Total value
- $7.95B
- +$955.3M (+13.7%) vs. Q1 2023
- New holders
- 52
- 92 more added
- Sold out
- 22
- 108 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 505 | $0 | 0.00% | +505 | New |
| True Wealth Design, LLC | 3 | $333 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 111 | $752 | 0.00% | +111 | New |
| Creative Financial Designs Inc | 7 | $776 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.11K | 0.00% | +10 | New |
| Venturi Wealth Management, LLC | 16 | $1.77K | 0.00% | +16 | New |
| Hexagon Capital Partners LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 18 | $2.00K | 0.00% | +18 | New |
| Impact Partnership Wealth, LLC | 20 | $2.22K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 41 | $4.58K | 0.00% | −3−6.8% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $5.76K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 53 | $5.86K | 0.00% | +1+1.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 81 | $8.98K | 0.00% | +81 | New |
| Van Eck Associates Corp | 83 | $9.00K | 0.00% | +5+6.4% | Added |
| Allworth Financial LP | 99 | $11.0K | 0.00% | +50+102.0% | Added |
| Financial Perspectives, Inc | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 124 | $13.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 145 | $16.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $16.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 177 | $19.6K | 0.00% | +130+276.6% | Added |
| Anchor Investment Management, LLC | 200 | $22.2K | 0.00% | −150−42.9% | Reduced |
| Leonteq Securities AG | 208 | $23.1K | 0.00% | −197−48.6% | Reduced |
| Global Retirement Partners, LLC | 221 | $24.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 225 | $24.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 243 | $26.9K | 0.00% | +2+0.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 250 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 283 | $31.0K | 0.00% | −126−30.8% | Reduced |
| Lindbrook Capital, LLC | 305 | $33.8K | 0.00% | +32+11.7% | Added |
| Pin Oak Investment Advisors Inc | 313 | $35.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 344 | $38.0K | 0.00% | +58+20.3% | Added |
| Federation des caisses Desjardins du Quebec | 351 | $38.9K | 0.00% | +200+132.5% | Added |
| Proequities, Inc. | 367 | $40.7K | 0.00% | −72−16.4% | Reduced |
| Concord Wealth Partners | 434 | $48.1K | 0.01% | +84+24.0% | Added |
| Castleview Partners, LLC | 434 | $48.1K | 0.04% | +147+51.2% | Added |
| Cape Investment Advisory, Inc. | 445 | $49.3K | 0.03% | +104+30.5% | Added |
| Tower Research Capital LLC (TRC) | 450 | $49.9K | 0.00% | −89−16.5% | Reduced |
| Pinnacle Bancorp, Inc. | 549 | $60.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 559 | $62.0K | 0.00% | −66−10.6% | Reduced |
| Rosenberg Matthew Hamilton | 582 | $64.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 660 | $73.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 866 | $79.3K | 0.00% | +849+4,994.1% | Added |
| Atlas Capital Advisors LLC | 730 | $80.9K | 0.01% | −140−16.1% | Reduced |
| Bartlett & Co. LLC | 785 | $87.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 785 | $87.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $88.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,085 | $103.0K | 0.00% | −3,976−78.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,107 | $122.7K | 0.01% | +44+4.1% | Added |
| ORG Partners LLC | 1,176 | $130.4K | 0.02% | +1,176 | New |
| Umb Bank N A | 1,177 | $130.5K | 0.00% | +40+3.5% | Added |
| First Horizon Advisors, Inc. | 1,183 | $131.1K | 0.00% | +131+12.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $133.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,300 | $144.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $174.5K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $175.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,809 | $200.5K | 0.05% | +1,809 | New |
| HSBC Holdings PLC | 1,810 | $200.6K | 0.00% | +1,810 | New |
| Comerica Securities,inc. | 1,812 | $200.8K | 0.01% | +1,812 | New |
| New York State Common Retirement Fund | 1,853 | $205.4K | 0.00% | +15+0.8% | Added |
| Kovitz Investment Group Partners, LLC | 1,880 | $208.4K | 0.00% | −700−27.1% | Reduced |
| Shilanski & Associates, Inc. | 1,897 | $210.3K | 0.09% | +1,897 | New |
| Veriti Management LLC | 1,900 | $210.6K | 0.02% | −4,163−68.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,940 | $215.0K | 0.04% | +1,940 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,047 | $226.9K | 0.04% | +2,047 | New |
| Endowment Wealth Management, Inc. | 2,054 | $227.6K | 0.21% | +2,054 | New |
| Lester Murray Antman dba SimplyRich | 2,088 | $231.0K | 0.08% | +2,088 | New |
| Penserra Capital Management LLC | 2,141 | $237.0K | 0.00% | +2,141 | New |
| Capital Wealth Planning, LLC | 2,141 | $237.3K | 0.00% | +2,141 | New |
| River Road Asset Management, LLC | 2,190 | $242.7K | 0.00% | +2,190 | New |
| Wrapmanager Inc | 2,219 | $246.0K | 0.08% | +2,219 | New |
| Insigneo Advisory Services, LLC | 2,274 | $252.1K | 0.05% | +2,274 | New |
| Simplex Trading, LLC | 2,328 | $258.0K | 0.01% | +2,328 | New |
| Kestra Advisory Services, LLC | 2,353 | $260.8K | 0.00% | +7+0.3% | Added |
| Janney Montgomery Scott LLC | 2,360 | $262.0K | 0.00% | −10,551−81.7% | Reduced |
| Greenleaf Trust | 2,395 | $265.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,481 | $275.0K | 0.01% | −132−5.1% | Reduced |
| HBK Sorce Advisory LLC | 2,535 | $281.0K | 0.01% | +2,535 | New |
| Putnam Investments LLC | 2,550 | $282.6K | 0.00% | −878−25.6% | Reduced |
| Panagora Asset Management Inc | 2,600 | $288.2K | 0.00% | −878−25.2% | Reduced |
| RFG Advisory, LLC | 2,600 | $288.2K | 0.01% | −50−1.9% | Reduced |
| Jane Street Group, LLC | 2,719 | $301.4K | 0.00% | −197,484−98.6% | Reduced |
| Cable Hill Partners, LLC | 2,749 | $304.7K | 0.04% | −512−15.7% | Reduced |
| Baron Wealth Management LLC | 2,753 | $305.1K | 0.19% | +55+2.0% | Added |
| Thrivent Financial for Lutherans | 2,934 | $325.0K | 0.00% | +2,934 | New |
| Signaturefd, LLC | 3,086 | $342.1K | 0.01% | −95−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 3,100 | $344.0K | 0.01% | −33−1.1% | Reduced |
| Henry James International Management, Inc. | 3,147 | $348.8K | 0.15% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,265 | $361.9K | 0.00% | −1,218−27.2% | Reduced |
| FDx Advisors, Inc. | 3,321 | $368.0K | 0.02% | −6,513−66.2% | Reduced |
| CAPROCK Group, Inc. | 3,326 | $368.8K | 0.03% | −946−22.1% | Reduced |
| Confluence Investment Management LLC | 3,441 | $381.4K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,471 | $384.8K | 0.08% | −391−10.1% | Reduced |
| Franklin Resources Inc | 3,524 | $390.6K | 0.00% | −2,510−41.6% | Reduced |
| CI Private Wealth, LLC | 3,601 | $399.1K | 0.00% | −100−2.7% | Reduced |
| Yousif Capital Management, LLC | 3,612 | $400.4K | 0.00% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 3,790 | $420.1K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,876 | $429.6K | 0.02% | −35−0.9% | Reduced |
| Phraction Management LLC | 3,951 | $437.9K | 0.22% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,950 | $442.4K | 0.13% | +3,950 | New |