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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 3,524 | $390.6K | 0.00% | −2,510−41.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,471 | $384.8K | 0.08% | −391−10.1% | Reduced |
| Confluence Investment Management LLC | 3,441 | $381.4K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,326 | $368.8K | 0.03% | −946−22.1% | Reduced |
| FDx Advisors, Inc. | 3,321 | $368.0K | 0.02% | −6,513−66.2% | Reduced |
| Cetera Advisor Networks LLC | 3,265 | $361.9K | 0.00% | −1,218−27.2% | Reduced |
| Henry James International Management, Inc. | 3,147 | $348.8K | 0.15% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,100 | $344.0K | 0.01% | −33−1.1% | Reduced |
| Signaturefd, LLC | 3,086 | $342.1K | 0.01% | −95−3.0% | Reduced |
| Thrivent Financial for Lutherans | 2,934 | $325.0K | 0.00% | +2,934 | New |
| Baron Wealth Management LLC | 2,753 | $305.1K | 0.19% | +55+2.0% | Added |
| Cable Hill Partners, LLC | 2,749 | $304.7K | 0.04% | −512−15.7% | Reduced |
| Jane Street Group, LLC | 2,719 | $301.4K | 0.00% | −197,484−98.6% | 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 |
| Putnam Investments LLC | 2,550 | $282.6K | 0.00% | −878−25.6% | Reduced |
| HBK Sorce Advisory LLC | 2,535 | $281.0K | 0.01% | +2,535 | New |
| TD Private Client Wealth LLC | 2,481 | $275.0K | 0.01% | −132−5.1% | Reduced |
| Greenleaf Trust | 2,395 | $265.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,360 | $262.0K | 0.00% | −10,551−81.7% | Reduced |
| Kestra Advisory Services, LLC | 2,353 | $260.8K | 0.00% | +7+0.3% | Added |
| Simplex Trading, LLC | 2,328 | $258.0K | 0.01% | +2,328 | New |
| Insigneo Advisory Services, LLC | 2,274 | $252.1K | 0.05% | +2,274 | New |
| Wrapmanager Inc | 2,219 | $246.0K | 0.08% | +2,219 | New |
| River Road Asset Management, LLC | 2,190 | $242.7K | 0.00% | +2,190 | New |
| Capital Wealth Planning, LLC | 2,141 | $237.3K | 0.00% | +2,141 | New |
| Penserra Capital Management LLC | 2,141 | $237.0K | 0.00% | +2,141 | New |
| Lester Murray Antman dba SimplyRich | 2,088 | $231.0K | 0.08% | +2,088 | New |
| Endowment Wealth Management, Inc. | 2,054 | $227.6K | 0.21% | +2,054 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,047 | $226.9K | 0.04% | +2,047 | New |
| Sompo Asset Management Co., Ltd. | 1,940 | $215.0K | 0.04% | +1,940 | New |
| Veriti Management LLC | 1,900 | $210.6K | 0.02% | −4,163−68.7% | Reduced |
| Shilanski & Associates, Inc. | 1,897 | $210.3K | 0.09% | +1,897 | New |
| Kovitz Investment Group Partners, LLC | 1,880 | $208.4K | 0.00% | −700−27.1% | Reduced |
| New York State Common Retirement Fund | 1,853 | $205.4K | 0.00% | +15+0.8% | Added |
| Comerica Securities,inc. | 1,812 | $200.8K | 0.01% | +1,812 | New |
| HSBC Holdings PLC | 1,810 | $200.6K | 0.00% | +1,810 | New |
| Claro Advisors LLC | 1,809 | $200.5K | 0.05% | +1,809 | New |
| Sit Investment Associates Inc | 1,575 | $175.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $174.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,300 | $144.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,200 | $133.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,183 | $131.1K | 0.00% | +131+12.5% | Added |
| Umb Bank N A | 1,177 | $130.5K | 0.00% | +40+3.5% | Added |
| ORG Partners LLC | 1,176 | $130.4K | 0.02% | +1,176 | New |
| EverSource Wealth Advisors, LLC | 1,107 | $122.7K | 0.01% | +44+4.1% | Added |
| Ronald Blue Trust, Inc. | 1,085 | $103.0K | 0.00% | −3,976−78.6% | Reduced |
| Trust Co of Vermont | 800 | $88.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 785 | $87.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 785 | $87.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 730 | $80.9K | 0.01% | −140−16.1% | Reduced |
| IFP Advisors, Inc | 866 | $79.3K | 0.00% | +849+4,994.1% | Added |
| Whittier Trust Co | 660 | $73.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 582 | $64.5K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 559 | $62.0K | 0.00% | −66−10.6% | Reduced |
| Pinnacle Bancorp, Inc. | 549 | $60.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 450 | $49.9K | 0.00% | −89−16.5% | Reduced |
| Cape Investment Advisory, Inc. | 445 | $49.3K | 0.03% | +104+30.5% | Added |
| Concord Wealth Partners | 434 | $48.1K | 0.01% | +84+24.0% | Added |
| Castleview Partners, LLC | 434 | $48.1K | 0.04% | +147+51.2% | Added |
| Proequities, Inc. | 367 | $40.7K | 0.00% | −72−16.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 351 | $38.9K | 0.00% | +200+132.5% | Added |
| CWM, LLC | 344 | $38.0K | 0.00% | +58+20.3% | Added |
| Pin Oak Investment Advisors Inc | 313 | $35.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 305 | $33.8K | 0.00% | +32+11.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 283 | $31.0K | 0.00% | −126−30.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 250 | $28.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 243 | $26.9K | 0.00% | +2+0.8% | Added |
| Jones Financial Companies LLLP | 225 | $24.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 221 | $24.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 208 | $23.1K | 0.00% | −197−48.6% | Reduced |
| Anchor Investment Management, LLC | 200 | $22.2K | 0.00% | −150−42.9% | Reduced |
| Huntington National Bank | 177 | $19.6K | 0.00% | +130+276.6% | Added |
| FinTrust Capital Advisors, LLC | 213 | $16.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 145 | $16.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 124 | $13.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 99 | $11.0K | 0.00% | +50+102.0% | Added |
| Van Eck Associates Corp | 83 | $9.00K | 0.00% | +5+6.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 81 | $8.98K | 0.00% | +81 | New |
| Raleigh Capital Management Inc. | 53 | $5.86K | 0.00% | +1+1.9% | Added |
| JFS Wealth Advisors, LLC | 52 | $5.76K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $4.58K | 0.00% | −3−6.8% | Reduced |
| Impact Partnership Wealth, LLC | 20 | $2.22K | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 18 | $2.00K | 0.00% | +18 | New |
| Venturi Wealth Management, LLC | 16 | $1.77K | 0.00% | +16 | New |
| Abound Wealth Management | 10 | $1.11K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $776 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 111 | $752 | 0.00% | +111 | New |
| True Wealth Design, LLC | 3 | $333 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 505 | $0 | 0.00% | +505 | New |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −570,026−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −67,871−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −52,691−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −32,914−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −28,289−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,306−100.0% | Sold out |