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, Q3 2023
Institutional positions in Mexican Economic Development Inc as of Sep 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
- 309
- +15 vs. Q2 2023
- Shares held
- 69.9M
- −1.88M (−2.6%) vs. Q2 2023
- Total value
- $7.63B
- −$323.3M (−4.1%) vs. Q2 2023
- New holders
- 41
- 109 more added
- Sold out
- 26
- 107 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2 | $218 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $328 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $764 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $873 | 0.00% | +8 | New |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| Abound Wealth Management | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 12 | $1.31K | 0.00% | +12 | New |
| Sofos Investments, Inc. | 12 | $1.38K | 0.00% | −99−89.2% | Reduced |
| ORG Partners LLC | 15 | $1.64K | 0.00% | −1,161−98.7% | Reduced |
| Gradient Investments LLC | 18 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $1.97K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 23 | $2.51K | 0.00% | +23 | New |
| Clearstead Advisors, LLC | 25 | $2.73K | 0.00% | +25 | New |
| Headlands Technologies LLC | 37 | $4.04K | 0.00% | +37 | New |
| SRS Capital Advisors, Inc. | 49 | $5.39K | 0.00% | +8+19.5% | Added |
| JFS Wealth Advisors, LLC | 52 | $5.68K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 53 | $5.77K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 66 | $7.20K | 0.00% | +66 | New |
| Jackson, Grant Investment Advisers, Inc. | 81 | $8.84K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 119 | $13.0K | 0.00% | −26−17.9% | Reduced |
| Park Place Capital Corp | 124 | $13.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 130 | $14.2K | 0.00% | +31+31.3% | Added |
| Huntington National Bank | 172 | $18.8K | 0.00% | −5−2.8% | Reduced |
| Leonteq Securities AG | 208 | $22.7K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 214 | $23.0K | 0.00% | +131+157.8% | Added |
| Global Retirement Partners, LLC | 221 | $24.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 225 | $24.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 243 | $26.5K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 259 | $28.0K | 0.03% | −54−17.3% | Reduced |
| FinTrust Capital Advisors, LLC | 266 | $29.0K | 0.01% | +53+24.9% | Added |
| Operose Advisors LLC | 269 | $29.4K | 0.01% | +269 | New |
| Lindbrook Capital, LLC | 316 | $34.5K | 0.00% | +11+3.6% | Added |
| Assetmark, Inc | 330 | $36.0K | 0.00% | +330 | New |
| Harel Insurance Investments & Financial Services Ltd. | 359 | $39.0K | 0.00% | +76+26.9% | Added |
| Proequities, Inc. | 367 | $40.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 405 | $44.0K | 0.00% | +61+17.7% | Added |
| Concord Wealth Partners | 419 | $45.7K | 0.01% | −15−3.5% | Reduced |
| Cape Investment Advisory, Inc. | 445 | $48.6K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 451 | $49.2K | 0.00% | +100+28.5% | Added |
| Castleview Partners, LLC | 498 | $54.4K | 0.05% | +64+14.7% | Added |
| Pinnacle Bancorp, Inc. | 549 | $59.9K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 582 | $63.5K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 607 | $66.3K | 0.00% | +607 | New |
| Parallel Advisors, LLC | 607 | $66.3K | 0.00% | +48+8.6% | Added |
| Atlas Capital Advisors LLC | 730 | $79.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 764 | $83.4K | 0.00% | −102−11.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 785 | $85.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 785 | $86.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $87.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 851 | $92.9K | 0.00% | +851 | New |
| EverSource Wealth Advisors, LLC | 1,102 | $120.3K | 0.01% | −5−0.5% | Reduced |
| Umb Bank N A | 1,149 | $125.4K | 0.00% | −28−2.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,200 | $131.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,228 | $134.1K | 0.00% | +45+3.8% | Added |
| Systematic Alpha Investments, LLC | 1,350 | $147.4K | 0.01% | +1,350 | New |
| Riverview Trust Co | 1,434 | $156.5K | 0.14% | +1,434 | New |
| Tower Research Capital LLC (TRC) | 1,451 | $158.4K | 0.00% | +1,001+222.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,462 | $159.6K | 0.01% | +162+12.5% | Added |
| Legal & General Group Plc | 1,575 | $171.9K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $172.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,805 | $197.0K | 0.00% | −5−0.3% | Reduced |
| Janney Montgomery Scott LLC | 1,838 | $201.0K | 0.00% | −522−22.1% | Reduced |
| Brown Advisory Inc | 1,859 | $202.9K | 0.00% | +1,859 | New |
| Cable Hill Partners, LLC | 1,862 | $203.2K | 0.03% | −887−32.3% | Reduced |
| Old Mission Capital LLC | 1,980 | $216.1K | 0.01% | +1,980 | New |
| Beverly Hills Private Wealth, LLC | 1,996 | $217.9K | 0.06% | −2,242−52.9% | Reduced |
| Shilanski & Associates, Inc. | 2,000 | $218.3K | 0.09% | +103+5.4% | Added |
| Insigneo Advisory Services, LLC | 2,007 | $219.1K | 0.04% | −267−11.7% | Reduced |
| Klingenstein Fields & Co LP | 2,010 | $219.4K | 0.01% | +2,010 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,047 | $223.4K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,055 | $224.3K | 0.04% | +2,055 | New |
| Lester Murray Antman dba SimplyRich | 2,088 | $227.0K | 0.11% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,175 | $237.4K | 0.08% | −44−2.0% | Reduced |
| River Road Asset Management, LLC | 2,305 | $251.6K | 0.00% | +115+5.3% | Added |
| Greenleaf Trust | 2,395 | $261.4K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,476 | $270.3K | 0.17% | −277−10.1% | Reduced |
| Kestra Advisory Services, LLC | 2,495 | $272.3K | 0.00% | +142+6.0% | Added |
| HBK Sorce Advisory LLC | 2,512 | $274.2K | 0.01% | −23−0.9% | Reduced |
| GTS Securities LLC | 2,586 | $282.3K | 0.01% | +2,586 | New |
| RFG Advisory, LLC | 2,600 | $283.8K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,600 | $284.0K | 0.01% | −5,000−65.8% | Reduced |
| Peapack Gladstone Financial Corp | 2,664 | $291.0K | 0.01% | −436−14.1% | Reduced |
| Putnam Investments LLC | 2,719 | $296.8K | 0.00% | +169+6.6% | Added |
| Panagora Asset Management Inc | 2,769 | $302.2K | 0.00% | +169+6.5% | Added |
| Ronald Blue Trust, Inc. | 2,746 | $304.0K | 0.00% | +1,661+153.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,912 | $317.8K | 0.03% | +2,912 | New |
| Thrivent Financial for Lutherans | 2,934 | $320.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,084 | $336.6K | 0.01% | +603+24.3% | Added |
| Signaturefd, LLC | 3,118 | $340.3K | 0.01% | +32+1.0% | Added |
| Whittier Trust Co | 3,132 | $341.9K | 0.01% | +2,472+374.5% | Added |
| Confluence Investment Management LLC | 3,168 | $345.8K | 0.01% | −273−7.9% | Reduced |
| Personal Cfo Solutions, LLC | 3,236 | $353.2K | 0.07% | −235−6.8% | Reduced |
| Franklin Resources Inc | 3,252 | $355.0K | 0.00% | −272−7.7% | Reduced |
| Cetera Advisor Networks LLC | 3,288 | $358.9K | 0.00% | +23+0.7% | Added |
| Park Avenue Securities LLC | 3,417 | $373.0K | 0.01% | +3,417 | New |
| Wetherby Asset Management Inc | 3,485 | $380.4K | 0.02% | −391−10.1% | Reduced |