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 |
|---|---|---|---|---|---|
| Wealth Alliance | 4,225 | $468.3K | 0.07% | +4,225 | New |
| Beverly Hills Private Wealth, LLC | 4,238 | $469.5K | 0.08% | +4,238 | New |
| TD Waterhouse Canada Inc. | 4,156 | $475.7K | 0.00% | +4,156 | New |
| Wolverine Trading, LLC | 4,445 | $491.6K | 0.01% | +1,473+49.6% | Added |
| Stephens Inc | 4,462 | $494.6K | 0.01% | +4,462 | New |
| Cordatus Wealth Management LLC | 4,501 | $499.0K | 0.19% | +4,501 | New |
| Cetera Advisors LLC | 4,540 | $503.2K | 0.01% | +4,540 | New |
| Tudor Investment Corp Et Al | 4,669 | $517.5K | 0.01% | +1,418+43.6% | Added |
| Advisor Partners II, LLC | 4,761 | $527.7K | 0.02% | +65+1.4% | Added |
| Citadel Advisors LLC | 4,785 | $530.4K | 0.00% | +2,618+120.8% | Added |
| Prospera Financial Services Inc | 4,814 | $533.6K | 0.02% | +4,814 | New |
| Vestmark Advisory Solutions, Inc. | 5,104 | $565.7K | 0.02% | −501−8.9% | Reduced |
| Bessemer Group Inc | 5,150 | $571.0K | 0.00% | −1,450−22.0% | Reduced |
| HighTower Advisors, LLC | 5,247 | $582.0K | 0.00% | −398−7.1% | Reduced |
| Chesapeake Asset Management LLC | 5,573 | $617.7K | 0.56% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,575 | $618.0K | 0.01% | +275+5.2% | Added |
| Quadrant Capital Group LLC | 5,582 | $618.7K | 0.06% | +23+0.4% | Added |
| Sequoia Financial Advisors, LLC | 5,662 | $627.6K | 0.01% | +3,337+143.5% | Added |
| O'Brien Greene & Co. Inc | 5,664 | $628.0K | 0.22% | −815−12.6% | Reduced |
| Channing Global Advisors, LLC | 5,805 | $643.4K | 0.65% | +5,805 | New |
| TownSquare Capital, LLC | 6,058 | $671.5K | 0.01% | +1,160+23.7% | Added |
| JustInvest LLC | 6,111 | $677.4K | 0.02% | +85+1.4% | Added |
| Genus Capital Management Inc. | 6,126 | $679.0K | 0.10% | +6,126 | New |
| Synovus Financial Corp | 6,141 | $680.7K | 0.01% | +73+1.2% | Added |
| SG Americas Securities, LLC | 6,244 | $692.0K | 0.01% | −23,189−78.8% | Reduced |
| One Wealth Advisors, LLC | 6,310 | $699.4K | 0.15% | −308−4.7% | Reduced |
| Schechter Investment Advisors, LLC | 6,456 | $715.6K | 0.06% | +23+0.4% | Added |
| Pacer Advisors, Inc. | 6,465 | $716.6K | 0.00% | −3,850−37.3% | Reduced |
| Barclays PLC | 6,578 | $729.1K | 0.00% | −4,909−42.7% | Reduced |
| Vident Investment Advisory, LLC | 6,984 | $773.7K | 0.03% | +3,022+76.3% | Added |
| Aquatic Capital Management LLC | 7,600 | $842.0K | 0.05% | +2,900+61.7% | Added |
| Brinker Capital Investments, LLC | 7,760 | $860.1K | 0.01% | −73−0.9% | Reduced |
| Orion Portfolio Solutions, LLC | 7,760 | $860.1K | 0.01% | −73−0.9% | Reduced |
| Veracity Capital LLC | 8,296 | $919.6K | 0.39% | +602+7.8% | Added |
| Prudential Financial Inc | 8,393 | $930.3K | 0.00% | −137−1.6% | Reduced |
| Profund Advisors LLC | 8,471 | $938.9K | 0.05% | +912+12.1% | Added |
| Ritholtz Wealth Management | 8,661 | $959.9K | 0.04% | +910+11.7% | Added |
| Regions Financial Corp | 8,870 | $983.2K | 0.01% | −619−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 9,021 | $999.9K | 0.00% | +893+11.0% | Added |
| CIBC World Markets Inc. | 9,192 | $1.02M | 0.00% | +9,192 | New |
| Rhumbline Advisers | 9,249 | $1.03M | 0.00% | +9,249 | New |
| Advisor Group Holdings, Inc. | 9,507 | $1.05M | 0.00% | +1,458+18.1% | Added |
| Blue Square Asset Management, LLC | 9,537 | $1.06M | 0.75% | +1,612+20.3% | Added |
| Captrust Financial Advisors | 9,735 | $1.08M | 0.00% | −582−5.6% | Reduced |
| Stifel Financial Corp | 9,922 | $1.10M | 0.00% | −1,615−14.0% | Reduced |
| Pitcairn Co | 10,073 | $1.12M | 0.09% | +92+0.9% | Added |
| Marks Group Wealth Management, Inc | 10,244 | $1.14M | 0.14% | −128−1.2% | Reduced |
| Jump Financial, LLC | 10,685 | $1.18M | 0.04% | −15,827−59.7% | Reduced |
| Ethic Inc. | 11,221 | $1.24M | 0.05% | −4,065−26.6% | Reduced |
| Beach Investment Counsel Inc | 12,157 | $1.35M | 0.16% | −140−1.1% | Reduced |
| VisionPoint Advisory Group, LLC | 12,240 | $1.36M | 0.55% | +4,893+66.6% | Added |
| Deltec Asset Management LLC | 12,450 | $1.38M | 0.30% | −4,130−24.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 13,110 | $1.45M | 0.58% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,220 | $1.47M | 0.01% | −275−2.0% | Reduced |
| State Street Corp | 13,275 | $1.47M | 0.00% | +1,371+11.5% | Added |
| First Republic Investment Management, Inc. | 14,119 | $1.56M | 0.01% | −22,260−61.2% | Reduced |
| Massachusetts Financial Services Co | 14,124 | $1.57M | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,499 | $1.61M | 0.01% | +14,499 | New |
| Guggenheim Capital LLC | 14,962 | $1.66M | 0.01% | −5,757−27.8% | Reduced |
| Oldfield Partners LLP | 15,200 | $1.68M | 0.26% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,333 | $1.70M | 0.01% | +4,643+43.4% | Added |
| Creative Planning | 15,719 | $1.74M | 0.00% | +582+3.8% | Added |
| Triasima Portfolio Management inc. | 12,480 | $1.83M | 0.12% | +12,480 | New |
| Cumberland Partners Ltd | 18,000 | $2.00M | 0.18% | −1,000−5.3% | Reduced |
| CenterBook Partners LP | 18,053 | $2.00M | 0.25% | +18,053 | New |
| Tocqueville Asset Management L.P. | 19,000 | $2.11M | 0.04% | −39,600−67.6% | Reduced |
| Atria Investments LLC | 19,732 | $2.19M | 0.04% | +6,577+50.0% | Added |
| GFS Advisors, LLC | 20,000 | $2.22M | 0.49% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 21,145 | $2.34M | 0.27% | +21,145 | New |
| Mitsubishi UFJ Trust & Banking Corp | 22,705 | $2.52M | 0.01% | −310−1.3% | Reduced |
| Manning & Napier Group, LLC | 24,021 | $2.66M | 0.03% | +24,021 | New |
| O'Shaughnessy Asset Management, LLC | 24,058 | $2.67M | 0.04% | +3,357+16.2% | Added |
| Verition Fund Management LLC | 25,000 | $2.77M | 0.04% | −25,000−50.0% | Reduced |
| Norges Bank | 25,339 | $2.81M | 0.00% | −65,000−72.0% | Reduced |
| Keybank National Association | 26,058 | $2.89M | 0.01% | −245−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,801 | $2.97M | 0.01% | +26,801 | New |
| Ruffer LLP | 27,000 | $2.99M | 0.18% | 00.0% | Unchanged |
| Solstein Capital, LLC | 27,172 | $3.01M | 2.51% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 27,340 | $3.03M | 0.01% | +27,340 | New |
| Mariner, LLC | 27,722 | $3.07M | 0.01% | −989−3.4% | Reduced |
| Madison Asset Management, LLC | 27,868 | $3.09M | 0.05% | +27,868 | New |
| Dorsey Wright & Associates | 28,495 | $3.16M | 0.95% | −2,598−8.4% | Reduced |
| Vanguard Group Inc | 29,025 | $3.22M | 0.00% | 00.0% | Unchanged |
| APG Asset Management N.V. | 31,754 | $3.23M | 0.01% | −40,200−55.9% | Reduced |
| Davenport & Co LLC | 30,164 | $3.34M | 0.03% | −375−1.2% | Reduced |
| Qtron Investments LLC | 30,511 | $3.38M | 0.64% | +5,065+19.9% | Added |
| BNP Paribas Arbitrage, SA | 31,101 | $3.45M | 0.01% | +494+1.6% | Added |
| Employees Retirement System of Texas | 31,128 | $3.45M | 0.05% | −906−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 31,310 | $3.56M | 0.08% | −1,679−5.1% | Reduced |
| Truist Financial Corp | 32,532 | $3.61M | 0.01% | −2,839−8.0% | Reduced |
| Neuberger Berman Group LLC | 33,723 | $3.74M | 0.00% | +267+0.8% | Added |
| Bank of Montreal | 33,632 | $3.74M | 0.00% | +291+0.9% | Added |
| Wells Fargo & Company | 36,299 | $4.02M | 0.00% | +6,007+19.8% | Added |
| Portland Global Advisors LLC | 38,694 | $4.29M | 0.70% | +308+0.8% | Added |
| Qube Research & Technologies Ltd | 40,623 | $4.50M | 0.02% | +34,723+588.5% | Added |
| MMBG Investment Advisors Co. | 41,723 | $4.58M | 0.56% | 00.0% | Unchanged |
| AQR Capital Management LLC | 41,634 | $4.61M | 0.01% | −302,529−87.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 43,009 | $4.77M | 0.31% | +1,821+4.4% | Added |
| Fifth Third Bancorp | 43,229 | $4.79M | 0.02% | +546+1.3% | Added |
| Baker Ellis Asset Management LLC | 43,836 | $4.86M | 0.83% | −405−0.9% | Reduced |