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 |
|---|---|---|---|---|---|
| Provida Pension Fund Administrator | 3,790 | $413.7K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,738 | $410.0K | 0.00% | −1,509−28.8% | Reduced |
| Wealth Alliance | 3,732 | $407.4K | 0.06% | −493−11.7% | Reduced |
| CAPROCK Group, Inc. | 3,707 | $404.6K | 0.03% | +381+11.5% | Added |
| Channing Global Advisors, LLC | 3,707 | $404.6K | 0.39% | −2,098−36.1% | Reduced |
| TD Waterhouse Canada Inc. | 3,641 | $402.8K | 0.00% | −515−12.4% | Reduced |
| FDx Advisors, Inc. | 3,686 | $402.0K | 0.03% | +365+11.0% | Added |
| CI Private Wealth, LLC | 3,614 | $394.5K | 0.00% | +13+0.4% | Added |
| Yousif Capital Management, LLC | 3,612 | $394.3K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,485 | $380.4K | 0.02% | −391−10.1% | Reduced |
| Park Avenue Securities LLC | 3,417 | $373.0K | 0.01% | +3,417 | New |
| Cetera Advisor Networks LLC | 3,288 | $358.9K | 0.00% | +23+0.7% | Added |
| Franklin Resources Inc | 3,252 | $355.0K | 0.00% | −272−7.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,236 | $353.2K | 0.07% | −235−6.8% | Reduced |
| Confluence Investment Management LLC | 3,168 | $345.8K | 0.01% | −273−7.9% | Reduced |
| Whittier Trust Co | 3,132 | $341.9K | 0.01% | +2,472+374.5% | Added |
| Signaturefd, LLC | 3,118 | $340.3K | 0.01% | +32+1.0% | Added |
| TD Private Client Wealth LLC | 3,084 | $336.6K | 0.01% | +603+24.3% | Added |
| Thrivent Financial for Lutherans | 2,934 | $320.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,912 | $317.8K | 0.03% | +2,912 | New |
| Ronald Blue Trust, Inc. | 2,746 | $304.0K | 0.00% | +1,661+153.1% | Added |
| Panagora Asset Management Inc | 2,769 | $302.2K | 0.00% | +169+6.5% | Added |
| Putnam Investments LLC | 2,719 | $296.8K | 0.00% | +169+6.6% | Added |
| Peapack Gladstone Financial Corp | 2,664 | $291.0K | 0.01% | −436−14.1% | Reduced |
| Aquatic Capital Management LLC | 2,600 | $284.0K | 0.01% | −5,000−65.8% | Reduced |
| RFG Advisory, LLC | 2,600 | $283.8K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 2,586 | $282.3K | 0.01% | +2,586 | New |
| HBK Sorce Advisory LLC | 2,512 | $274.2K | 0.01% | −23−0.9% | Reduced |
| Kestra Advisory Services, LLC | 2,495 | $272.3K | 0.00% | +142+6.0% | Added |
| Baron Wealth Management LLC | 2,476 | $270.3K | 0.17% | −277−10.1% | Reduced |
| Greenleaf Trust | 2,395 | $261.4K | 0.00% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 2,305 | $251.6K | 0.00% | +115+5.3% | Added |
| Wrapmanager Inc | 2,175 | $237.4K | 0.08% | −44−2.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,088 | $227.0K | 0.11% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,055 | $224.3K | 0.04% | +2,055 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,047 | $223.4K | 0.04% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 2,010 | $219.4K | 0.01% | +2,010 | New |
| Insigneo Advisory Services, LLC | 2,007 | $219.1K | 0.04% | −267−11.7% | Reduced |
| Shilanski & Associates, Inc. | 2,000 | $218.3K | 0.09% | +103+5.4% | Added |
| Beverly Hills Private Wealth, LLC | 1,996 | $217.9K | 0.06% | −2,242−52.9% | Reduced |
| Old Mission Capital LLC | 1,980 | $216.1K | 0.01% | +1,980 | New |
| Cable Hill Partners, LLC | 1,862 | $203.2K | 0.03% | −887−32.3% | Reduced |
| Brown Advisory Inc | 1,859 | $202.9K | 0.00% | +1,859 | New |
| Janney Montgomery Scott LLC | 1,838 | $201.0K | 0.00% | −522−22.1% | Reduced |
| HSBC Holdings PLC | 1,805 | $197.0K | 0.00% | −5−0.3% | Reduced |
| Sit Investment Associates Inc | 1,575 | $172.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $171.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,462 | $159.6K | 0.01% | +162+12.5% | Added |
| Tower Research Capital LLC (TRC) | 1,451 | $158.4K | 0.00% | +1,001+222.4% | Added |
| Riverview Trust Co | 1,434 | $156.5K | 0.14% | +1,434 | New |
| Systematic Alpha Investments, LLC | 1,350 | $147.4K | 0.01% | +1,350 | New |
| First Horizon Advisors, Inc. | 1,228 | $134.1K | 0.00% | +45+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $131.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,149 | $125.4K | 0.00% | −28−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,102 | $120.3K | 0.01% | −5−0.5% | Reduced |
| GWM Advisors LLC | 851 | $92.9K | 0.00% | +851 | New |
| Trust Co of Vermont | 800 | $87.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 785 | $86.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 785 | $85.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 764 | $83.4K | 0.00% | −102−11.8% | Reduced |
| Atlas Capital Advisors LLC | 730 | $79.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 607 | $66.3K | 0.00% | +48+8.6% | Added |
| Walleye Trading LLC | 607 | $66.3K | 0.00% | +607 | New |
| Rosenberg Matthew Hamilton | 582 | $63.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 549 | $59.9K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 498 | $54.4K | 0.05% | +64+14.7% | Added |
| Federation des caisses Desjardins du Quebec | 451 | $49.2K | 0.00% | +100+28.5% | Added |
| Cape Investment Advisory, Inc. | 445 | $48.6K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 419 | $45.7K | 0.01% | −15−3.5% | Reduced |
| CWM, LLC | 405 | $44.0K | 0.00% | +61+17.7% | Added |
| Proequities, Inc. | 367 | $40.1K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 359 | $39.0K | 0.00% | +76+26.9% | Added |
| Assetmark, Inc | 330 | $36.0K | 0.00% | +330 | New |
| Lindbrook Capital, LLC | 316 | $34.5K | 0.00% | +11+3.6% | Added |
| Operose Advisors LLC | 269 | $29.4K | 0.01% | +269 | New |
| FinTrust Capital Advisors, LLC | 266 | $29.0K | 0.01% | +53+24.9% | Added |
| Pin Oak Investment Advisors Inc | 259 | $28.0K | 0.03% | −54−17.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 243 | $26.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 225 | $24.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 221 | $24.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 214 | $23.0K | 0.00% | +131+157.8% | Added |
| Leonteq Securities AG | 208 | $22.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 172 | $18.8K | 0.00% | −5−2.8% | Reduced |
| Allworth Financial LP | 130 | $14.2K | 0.00% | +31+31.3% | Added |
| Park Place Capital Corp | 124 | $13.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 119 | $13.0K | 0.00% | −26−17.9% | Reduced |
| GW&K Investment Management, LLC | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 81 | $8.84K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 66 | $7.20K | 0.00% | +66 | New |
| Raleigh Capital Management Inc. | 53 | $5.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $5.68K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 49 | $5.39K | 0.00% | +8+19.5% | Added |
| Headlands Technologies LLC | 37 | $4.04K | 0.00% | +37 | New |
| Clearstead Advisors, LLC | 25 | $2.73K | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 23 | $2.51K | 0.00% | +23 | New |
| Gradient Investments LLC | 18 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $1.97K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 15 | $1.64K | 0.00% | −1,161−98.7% | Reduced |