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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 3,612 | $394.3K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,614 | $394.5K | 0.00% | +13+0.4% | Added |
| FDx Advisors, Inc. | 3,686 | $402.0K | 0.03% | +365+11.0% | Added |
| TD Waterhouse Canada Inc. | 3,641 | $402.8K | 0.00% | −515−12.4% | Reduced |
| Channing Global Advisors, LLC | 3,707 | $404.6K | 0.39% | −2,098−36.1% | Reduced |
| CAPROCK Group, Inc. | 3,707 | $404.6K | 0.03% | +381+11.5% | Added |
| Wealth Alliance | 3,732 | $407.4K | 0.06% | −493−11.7% | Reduced |
| HighTower Advisors, LLC | 3,738 | $410.0K | 0.00% | −1,509−28.8% | Reduced |
| Provida Pension Fund Administrator | 3,790 | $413.7K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,823 | $417.3K | 0.41% | −1,750−31.4% | Reduced |
| Phraction Management LLC | 3,934 | $429.4K | 0.21% | −17−0.4% | Reduced |
| Stephens Inc | 4,082 | $445.6K | 0.01% | −380−8.5% | Reduced |
| Veriti Management LLC | 4,158 | $453.9K | 0.05% | +2,258+118.8% | Added |
| QRG Capital Management, Inc. | 4,176 | $455.9K | 0.01% | +4,176 | New |
| Prospera Financial Services Inc | 4,336 | $473.3K | 0.02% | −478−9.9% | Reduced |
| Wealthstar Advisors, LLC | 4,527 | $494.1K | 0.22% | +4,527 | New |
| Harbour Capital Advisors, LLC | 4,790 | $522.8K | 0.16% | +840+21.3% | Added |
| LPL Financial LLC | 4,808 | $524.7K | 0.00% | +4,808 | New |
| Bessemer Group Inc | 4,950 | $540.0K | 0.00% | −200−3.9% | Reduced |
| Advisor Partners II, LLC | 5,202 | $567.8K | 0.02% | +441+9.3% | Added |
| Csenge Advisory Group | 5,259 | $574.0K | 0.04% | +5,259 | New |
| Templeton & Phillips Capital Management, LLC | 5,400 | $589.4K | 0.62% | +5,400 | New |
| Sequoia Financial Advisors, LLC | 5,408 | $590.3K | 0.01% | −254−4.5% | Reduced |
| TownSquare Capital, LLC | 5,431 | $592.8K | 0.01% | −627−10.3% | Reduced |
| Oppenheimer & Co Inc | 5,459 | $595.9K | 0.01% | +5,459 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 5,575 | $609.0K | 0.01% | 00.0% | Unchanged |
| DFPG Investments, LLC | 5,152 | $611.8K | 0.06% | +5,152 | New |
| O'Brien Greene & Co. Inc | 5,664 | $618.3K | 0.23% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,681 | $620.1K | 0.06% | −775−12.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,874 | $641.1K | 0.04% | −60,172−91.1% | Reduced |
| Genus Capital Management Inc. | 5,926 | $646.8K | 0.10% | −200−3.3% | Reduced |
| JustInvest LLC | 6,031 | $658.3K | 0.02% | −80−1.3% | Reduced |
| Quadrant Capital Group LLC | 6,059 | $661.3K | 0.07% | +477+8.5% | Added |
| Synovus Financial Corp | 6,311 | $688.8K | 0.01% | +170+2.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,681 | $729.2K | 0.00% | +6,681 | New |
| SG Americas Securities, LLC | 6,751 | $737.0K | 0.01% | +507+8.1% | Added |
| Teacher Retirement System of Texas | 7,128 | $778.0K | 0.01% | +7,128 | New |
| Squarepoint Ops LLC | 7,347 | $801.9K | 0.00% | +7,347 | New |
| Penserra Capital Management LLC | 7,353 | $802.0K | 0.02% | +5,212+243.4% | Added |
| Capital Wealth Planning, LLC | 7,353 | $802.6K | 0.01% | +5,212+243.4% | Added |
| Blue Square Asset Management, LLC | 7,395 | $807.2K | 0.59% | −2,142−22.5% | Reduced |
| Pacer Advisors, Inc. | 7,436 | $811.6K | 0.00% | +971+15.0% | Added |
| Profund Advisors LLC | 7,691 | $839.5K | 0.05% | −780−9.2% | Reduced |
| Brinker Capital Investments, LLC | 7,707 | $841.2K | 0.01% | −53−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 7,707 | $841.2K | 0.01% | −53−0.7% | Reduced |
| Henry James International Management, Inc. | 8,155 | $890.1K | 0.39% | +5,008+159.1% | Added |
| Vident Advisory, LLC | 8,204 | $895.5K | 0.03% | +8,204 | New |
| Wolverine Trading, LLC | 8,785 | $958.9K | 0.01% | +4,340+97.6% | Added |
| CIBC World Markets Inc. | 8,841 | $965.0K | 0.00% | −351−3.8% | Reduced |
| Prudential Financial Inc | 8,877 | $969.0K | 0.00% | +484+5.8% | Added |
| Ritholtz Wealth Management | 8,893 | $970.7K | 0.04% | +232+2.7% | Added |
| Rhumbline Advisers | 9,187 | $1.00M | 0.00% | −62−0.7% | Reduced |
| Stifel Financial Corp | 9,302 | $1.02M | 0.00% | −620−6.2% | Reduced |
| Regions Financial Corp | 9,484 | $1.04M | 0.01% | +614+6.9% | Added |
| The PNC Financial Services Group, Inc. | 9,586 | $1.05M | 0.00% | +565+6.3% | Added |
| Guggenheim Capital LLC | 9,609 | $1.05M | 0.01% | −5,353−35.8% | Reduced |
| Marks Group Wealth Management, Inc | 9,720 | $1.06M | 0.13% | −524−5.1% | Reduced |
| Veracity Capital LLC | 9,938 | $1.08M | 0.51% | +1,642+19.8% | Added |
| Pitcairn Co | 10,592 | $1.16M | 0.10% | +519+5.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,820 | $1.29M | 0.01% | −1,400−10.6% | Reduced |
| Beach Investment Counsel Inc | 12,157 | $1.33M | 0.17% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 12,450 | $1.36M | 0.31% | 00.0% | Unchanged |
| Ethic Inc. | 12,514 | $1.37M | 0.05% | +1,293+11.5% | Added |
| HAP Trading, LLC | 12,585 | $1.37M | 0.34% | +12,585 | New |
| Tocqueville Asset Management L.P. | 12,800 | $1.40M | 0.03% | −6,200−32.6% | Reduced |
| First Republic Investment Management, Inc. | 12,822 | $1.40M | 0.00% | −1,297−9.2% | Reduced |
| Capital Fund Management S.A. | 12,911 | $1.41M | 0.02% | +12,911 | New |
| Thomas J. Herzfeld Advisors, Inc. | 13,110 | $1.43M | 0.55% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 13,650 | $1.49M | 0.64% | +1,410+11.5% | Added |
| Cresset Asset Management, LLC | 14,535 | $1.59M | 0.01% | +36+0.2% | Added |
| Cumberland Partners Ltd | 15,000 | $1.64M | 0.16% | −3,000−16.7% | Reduced |
| Oldfield Partners LLP | 15,200 | $1.66M | 0.26% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,211 | $1.66M | 0.01% | −122−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 15,231 | $1.66M | 0.00% | +5,724+60.2% | Added |
| State Street Corp | 15,337 | $1.67M | 0.00% | +2,062+15.5% | Added |
| Creative Planning | 16,096 | $1.76M | 0.00% | +377+2.4% | Added |
| Citadel Advisors LLC | 16,412 | $1.79M | 0.00% | +11,627+243.0% | Added |
| Lighthouse Investment Partners, LLC | 17,710 | $1.93M | 0.11% | −47,696−72.9% | Reduced |
| Barclays PLC | 17,782 | $1.94M | 0.00% | +11,204+170.3% | Added |
| Susquehanna International Group, LLP | 18,169 | $1.98M | 0.00% | +18,169 | New |
| Quantbot Technologies LP | 18,555 | $2.03M | 0.14% | +18,555 | New |
| GFS Advisors, LLC | 20,000 | $2.18M | 0.34% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,159 | $2.20M | 0.01% | −34,900−63.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,748 | $2.26M | 0.00% | −6,053−22.6% | Reduced |
| Keybank National Association | 21,634 | $2.36M | 0.01% | −4,424−17.0% | Reduced |
| Madison Asset Management, LLC | 22,807 | $2.49M | 0.04% | −5,061−18.2% | Reduced |
| Atria Investments LLC | 22,820 | $2.49M | 0.04% | +3,088+15.6% | Added |
| Balyasny Asset Management LLC | 22,899 | $2.50M | 0.01% | +22,899 | New |
| Manning & Napier Group, LLC | 23,990 | $2.62M | 0.03% | −31−0.1% | Reduced |
| Vontobel Asset Management Inc | 26,794 | $2.68M | 0.02% | −37,266−58.2% | Reduced |
| AQR Capital Management LLC | 25,103 | $2.73M | 0.01% | −16,531−39.7% | Reduced |
| Captrust Financial Advisors | 26,338 | $2.87M | 0.01% | +16,603+170.5% | Added |
| Ruffer LLP | 27,000 | $2.91M | 0.16% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 26,803 | $2.93M | 0.91% | −1,692−5.9% | Reduced |
| Solstein Capital, LLC | 27,172 | $2.97M | 2.55% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 27,177 | $2.97M | 0.04% | +3,119+13.0% | Added |
| Mariner, LLC | 28,412 | $3.10M | 0.01% | +690+2.5% | Added |
| CenterBook Partners LP | 28,920 | $3.16M | 0.39% | +10,867+60.2% | Added |
| Bank of Montreal | 28,447 | $3.21M | 0.00% | −5,185−15.4% | Reduced |
| Davenport & Co LLC | 29,701 | $3.24M | 0.02% | −463−1.5% | Reduced |