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, Q4 2023
Institutional positions in Mexican Economic Development Inc as of Dec 31, 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
- 334
- +28 vs. Q3 2023
- Shares held
- 70.9M
- +1.02M (+1.5%) vs. Q3 2023
- Total value
- $9.23B
- +$1.61B (+21.1%) vs. Q3 2023
- New holders
- 56
- 96 more added
- Sold out
- 28
- 133 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 2 | $261 | 0.00% | +2 | New |
| True Wealth Design, LLC | 4 | $522 | 0.00% | +1+33.3% | Added |
| Bokf, NA | 5 | $651 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 5 | $652 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 6 | $797 | 0.00% | −6−50.0% | Reduced |
| Creative Financial Designs Inc | 7 | $912 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $1.04K | 0.00% | −2−20.0% | Reduced |
| ClariVest Asset Management LLC | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 14 | $1.82K | 0.00% | +14 | New |
| Venturi Wealth Management, LLC | 16 | $2.09K | 0.00% | +16 | New |
| Gradient Investments LLC | 18 | $2.35K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $2.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $4.00K | 0.00% | +28 | New |
| SRS Capital Advisors, Inc. | 35 | $4.51K | 0.00% | −14−28.6% | Reduced |
| Princeton Global Asset Management LLC | 40 | $5.21K | 0.00% | +40 | New |
| Huntington National Bank | 46 | $6.00K | 0.00% | −126−73.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 43 | $6.00K | 0.00% | +43 | New |
| GAMMA Investing LLC | 47 | $6.37K | 0.00% | +47 | New |
| Assetmark, Inc | 54 | $7.04K | 0.00% | −276−83.6% | Reduced |
| RFP Financial Group LLC | 62 | $8.08K | 0.00% | +62 | New |
| Northwestern Mutual Wealth Management Co | 66 | $8.60K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 72 | $9.38K | 0.00% | +72 | New |
| Smithfield Trust Co | 82 | $10.0K | 0.00% | +82 | New |
| Jackson, Grant Investment Advisers, Inc. | 81 | $10.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $13.0K | 0.00% | +100 | New |
| GW&K Investment Management, LLC | 107 | $14.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 119 | $15.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 119 | $15.5K | 0.00% | +67+128.8% | Added |
| Park Place Capital Corp | 124 | $16.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 127 | $16.6K | 0.00% | −292−69.7% | Reduced |
| National Bank of Canada | 132 | $16.9K | 0.00% | −33,691−99.6% | Reduced |
| Johnson Financial Group, Inc. | 146 | $19.0K | 0.00% | +146 | New |
| Turtle Creek Wealth Advisors, LLC | 157 | $20.5K | 0.01% | +157 | New |
| FinTrust Capital Advisors, LLC | 160 | $20.9K | 0.00% | −106−39.8% | Reduced |
| Farther Finance Advisors, LLC | 167 | $21.8K | 0.00% | +165+8,250.0% | Added |
| Allworth Financial LP | 198 | $25.8K | 0.00% | +68+52.3% | Added |
| Headlands Technologies LLC | 203 | $26.5K | 0.01% | +166+448.6% | Added |
| Global Retirement Partners, LLC | 221 | $28.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 225 | $29.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 248 | $32.3K | 0.00% | +223+892.0% | Added |
| Glassman Wealth Services | 251 | $32.7K | 0.00% | +8+3.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 250 | $33.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 256 | $33.4K | 0.00% | +256 | New |
| Pin Oak Investment Advisors Inc | 259 | $34.0K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 269 | $35.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 286 | $37.3K | 0.00% | −1,165−80.3% | Reduced |
| Van Eck Associates Corp | 318 | $41.0K | 0.00% | +104+48.6% | Added |
| Proequities, Inc. | 315 | $41.1K | 0.00% | −52−14.2% | Reduced |
| Lindbrook Capital, LLC | 330 | $43.0K | 0.00% | +14+4.4% | Added |
| CWM, LLC | 359 | $47.0K | 0.00% | −46−11.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 359 | $47.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 429 | $55.9K | 0.02% | −120−21.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 451 | $58.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 454 | $59.2K | 0.03% | +9+2.0% | Added |
| Rosenberg Matthew Hamilton | 582 | $75.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 596 | $77.7K | 0.00% | −168−22.0% | Reduced |
| Castleview Partners, LLC | 711 | $92.7K | 0.06% | +213+42.8% | Added |
| Atlas Capital Advisors LLC | 730 | $95.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 741 | $96.6K | 0.00% | +134+22.1% | Added |
| Bartlett & Co. Wealth Management LLC | 785 | $102.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 785 | $103.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $104.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,020 | $132.9K | 0.00% | +169+19.9% | Added |
| Umb Bank N A | 1,083 | $141.2K | 0.00% | −66−5.7% | Reduced |
| First Horizon Advisors, Inc. | 1,133 | $147.7K | 0.00% | −95−7.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,174 | $153.0K | 0.01% | +72+6.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $156.4K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,300 | $169.5K | 0.00% | +1,300 | New |
| Systematic Alpha Investments, LLC | 1,350 | $176.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,501 | $195.7K | 0.01% | +39+2.7% | Added |
| Sit Investment Associates Inc | 1,575 | $205.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $205.3K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 1,606 | $209.3K | 0.01% | +1,606 | New |
| University of Texas/Texas Am Investment Managment Co | 1,625 | $211.8K | 0.06% | +1,625 | New |
| Mercer Global Advisors Inc | 1,623 | $212.0K | 0.00% | +1,623 | New |
| Cerity Partners LLC | 1,636 | $213.3K | 0.00% | +1,636 | New |
| Aspen Grove Capital, LLC | 1,649 | $214.9K | 0.07% | +1,649 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,800 | $234.6K | 0.00% | +1,800 | New |
| Claro Advisors LLC | 1,831 | $238.7K | 0.05% | +1,831 | New |
| Brown Advisory Inc | 1,859 | $242.3K | 0.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 1,892 | $246.6K | 0.00% | +1,892 | New |
| Schonfeld Strategic Advisors LLC | 1,904 | $248.2K | 0.00% | +1,904 | New |
| TD Private Client Wealth LLC | 1,906 | $248.4K | 0.01% | −1,178−38.2% | Reduced |
| Shilanski & Associates, Inc. | 1,920 | $250.3K | 0.10% | −80−4.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,934 | $252.1K | 0.07% | −62−3.1% | Reduced |
| Quantinno Capital Management LP | 1,971 | $257.0K | 0.01% | +1,971 | New |
| Old Mission Capital LLC | 1,980 | $258.1K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,000 | $260.7K | 0.01% | +2,000 | New |
| Ballentine Partners, LLC | 2,010 | $262.0K | 0.01% | +2,010 | New |
| Klingenstein Fields & Co LP | 2,010 | $262.0K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,017 | $262.9K | 0.04% | +10+0.5% | Added |
| MAI Capital Management | 2,020 | $263.4K | 0.00% | +2,020 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,052 | $267.5K | 0.04% | +5+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 2,088 | $272.0K | 0.09% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 2,120 | $276.3K | 0.28% | −3,280−60.7% | Reduced |
| Wrapmanager Inc | 2,133 | $278.0K | 0.08% | −42−1.9% | Reduced |
| Flow Traders U.S. LLC | 2,205 | $287.0K | 0.01% | +2,205 | New |