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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 2,257 | $294.2K | 0.00% | −238−9.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,855 | $312.0K | 0.01% | +109+4.0% | Added |
| Greenleaf Trust | 2,395 | $312.2K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,478 | $323.0K | 0.01% | −34−1.4% | Reduced |
| Fox Run Management, L.L.C. | 2,479 | $323.1K | 0.08% | +2,479 | New |
| RFG Advisory, LLC | 2,525 | $329.1K | 0.01% | −75−2.9% | Reduced |
| FDx Advisors, Inc. | 2,659 | $347.0K | 0.03% | −1,027−27.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,661 | $347.0K | 0.01% | −3−0.1% | Reduced |
| Baron Wealth Management LLC | 2,777 | $362.0K | 0.20% | +301+12.2% | Added |
| Campbell & CO Investment Adviser LLC | 2,896 | $377.5K | 0.03% | +2,896 | New |
| Thrivent Financial for Lutherans | 2,934 | $382.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,986 | $389.0K | 0.01% | −431−12.6% | Reduced |
| Personal Cfo Solutions, LLC | 3,027 | $394.7K | 0.07% | −209−6.5% | Reduced |
| Cetera Advisor Networks LLC | 3,115 | $406.0K | 0.00% | −173−5.3% | Reduced |
| Signaturefd, LLC | 3,117 | $406.3K | 0.01% | −10.0% | Reduced |
| Franklin Resources Inc | 3,137 | $408.9K | 0.00% | −115−3.5% | Reduced |
| Confluence Investment Management LLC | 3,168 | $413.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,181 | $414.6K | 0.02% | −304−8.7% | Reduced |
| TD Waterhouse Canada Inc. | 3,544 | $447.9K | 0.00% | −97−2.7% | Reduced |
| Yousif Capital Management, LLC | 3,612 | $470.8K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 3,655 | $476.4K | 0.07% | −77−2.1% | Reduced |
| Channing Global Advisors, LLC | 3,707 | $483.2K | 0.38% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 3,790 | $494.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,836 | $500.0K | 0.07% | +3,836 | New |
| Phraction Management LLC | 3,934 | $512.8K | 0.22% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,010 | $522.7K | 0.03% | +303+8.2% | Added |
| Prospera Financial Services Inc | 4,099 | $534.3K | 0.02% | −237−5.5% | Reduced |
| Veriti Management LLC | 4,113 | $536.1K | 0.05% | −45−1.1% | Reduced |
| Stephens Inc | 4,226 | $550.9K | 0.01% | +144+3.5% | Added |
| Whittier Trust Co | 4,269 | $556.5K | 0.01% | +1,137+36.3% | Added |
| Spire Wealth Management | 4,222 | $564.3K | 0.02% | +4,222 | New |
| CI Private Wealth, LLC | 4,410 | $574.8K | 0.00% | +796+22.0% | Added |
| Pathstone Holdings, LLC | 4,464 | $581.9K | 0.00% | +4,464 | New |
| Principal Securities, Inc. | 4,609 | $600.8K | 0.02% | +4,609 | New |
| Harbour Capital Advisors, LLC | 4,725 | $601.9K | 0.17% | −65−1.4% | Reduced |
| Axq Capital, LP | 4,710 | $613.9K | 0.16% | +4,710 | New |
| Virtu Financial LLC | 4,847 | $632.0K | 0.05% | +4,847 | New |
| Corsair Capital Management, L.P. | 5,000 | $651.8K | 0.21% | +5,000 | New |
| LPL Financial LLC | 5,012 | $653.3K | 0.00% | +204+4.2% | Added |
| TownSquare Capital, LLC | 5,079 | $662.0K | 0.01% | −352−6.5% | Reduced |
| QRG Capital Management, Inc. | 5,109 | $665.9K | 0.01% | +933+22.3% | Added |
| One Wealth Advisors, LLC | 5,200 | $677.8K | 0.13% | +5,200 | New |
| Schechter Investment Advisors, LLC | 5,314 | $692.6K | 0.06% | −367−6.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 5,362 | $698.9K | 0.65% | +5,362 | New |
| DFPG Investments, LLC | 5,573 | $709.9K | 0.06% | +421+8.2% | Added |
| Thoroughbred Financial Services, LLC | 5,622 | $732.0K | 0.06% | +5,622 | New |
| Csenge Advisory Group | 5,631 | $734.0K | 0.05% | +372+7.1% | Added |
| O'Brien Greene & Co. Inc | 5,664 | $738.3K | 0.26% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,795 | $755.4K | 0.06% | −264−4.4% | Reduced |
| AdvisorShares Investments LLC | 5,855 | $763.2K | 0.18% | +5,855 | New |
| Brinker Capital Investments, LLC | 5,972 | $766.9K | 0.01% | −1,735−22.5% | Reduced |
| Orion Portfolio Solutions, LLC | 5,972 | $766.9K | 0.01% | −1,735−22.5% | Reduced |
| Rhumbline Advisers | 5,938 | $774.0K | 0.00% | −3,249−35.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,018 | $784.4K | 0.00% | −663−9.9% | Reduced |
| Synovus Financial Corp | 6,201 | $808.3K | 0.01% | −110−1.7% | Reduced |
| GTS Securities LLC | 6,216 | $810.3K | 0.02% | +3,630+140.4% | Added |
| HighTower Advisors, LLC | 6,430 | $843.0K | 0.00% | +2,692+72.0% | Added |
| O'Neil Global Advisors, Inc. | 6,712 | $875.0K | 0.51% | +6,712 | New |
| JustInvest LLC | 6,737 | $878.2K | 0.02% | +706+11.7% | Added |
| Guggenheim Capital LLC | 6,860 | $894.2K | 0.01% | −2,749−28.6% | Reduced |
| CIBC World Markets Inc. | 7,003 | $913.0K | 0.00% | −1,838−20.8% | Reduced |
| Wealthstar Advisors, LLC | 7,245 | $944.4K | 0.35% | +2,718+60.0% | Added |
| Prudential Financial Inc | 7,305 | $952.2K | 0.00% | −1,572−17.7% | Reduced |
| Vident Advisory, LLC | 7,677 | $1.00M | 0.03% | −527−6.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,718 | $1.01M | 0.11% | +7,718 | New |
| The PNC Financial Services Group, Inc. | 7,877 | $1.03M | 0.00% | −1,709−17.8% | Reduced |
| Wolverine Trading, LLC | 8,028 | $1.05M | 0.01% | −757−8.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 8,105 | $1.06M | 0.01% | −3,715−31.4% | Reduced |
| Marks Group Wealth Management, Inc | 8,108 | $1.06M | 0.12% | −1,612−16.6% | Reduced |
| Henry James International Management, Inc. | 8,155 | $1.06M | 0.40% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,169 | $1.06M | 0.00% | +8,169 | New |
| Profund Advisors LLC | 8,240 | $1.07M | 0.05% | +549+7.1% | Added |
| SG Americas Securities, LLC | 8,536 | $1.11M | 0.01% | +1,785+26.4% | Added |
| Oppenheimer & Co Inc | 8,826 | $1.15M | 0.02% | +3,367+61.7% | Added |
| Regions Financial Corp | 8,884 | $1.16M | 0.01% | −600−6.3% | Reduced |
| Millennium Management LLC | 9,214 | $1.20M | 0.00% | −83,653−90.1% | Reduced |
| Blue Square Asset Management, LLC | 9,409 | $1.23M | 0.82% | +2,014+27.2% | Added |
| Advisor Group Holdings, Inc. | 9,695 | $1.26M | 0.00% | −5,536−36.3% | Reduced |
| Engineers Gate Manager LP | 10,677 | $1.39M | 0.04% | +10,677 | New |
| Veracity Capital LLC | 10,740 | $1.40M | 0.56% | +802+8.1% | Added |
| Capital Fund Management S.A. | 10,820 | $1.41M | 0.02% | −2,091−16.2% | Reduced |
| CenterBook Partners LP | 10,887 | $1.42M | 0.17% | −18,033−62.4% | Reduced |
| Cresset Asset Management, LLC | 11,634 | $1.52M | 0.01% | −2,901−20.0% | Reduced |
| Ritholtz Wealth Management | 11,858 | $1.55M | 0.06% | +2,965+33.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 12,110 | $1.58M | 0.58% | −1,000−7.6% | Reduced |
| Beach Investment Counsel Inc | 12,157 | $1.58M | 0.20% | 00.0% | Unchanged |
| Ethic Inc. | 12,264 | $1.60M | 0.05% | −250−2.0% | Reduced |
| HSBC Holdings PLC | 12,290 | $1.60M | 0.00% | +10,485+580.9% | Added |
| Deltec Asset Management LLC | 12,450 | $1.62M | 0.37% | 00.0% | Unchanged |
| HAP Trading, LLC | 12,585 | $1.64M | 0.48% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 13,000 | $1.69M | 0.16% | −2,000−13.3% | Reduced |
| Pitcairn Co | 13,177 | $1.72M | 0.13% | +2,585+24.4% | Added |
| Oldfield Partners LLP | 13,200 | $1.72M | 0.24% | −2,000−13.2% | Reduced |
| Squarepoint Ops LLC | 14,100 | $1.84M | 0.01% | +6,753+91.9% | Added |
| VisionPoint Advisory Group, LLC | 14,435 | $1.88M | 0.69% | +785+5.8% | Added |
| State Street Corp | 15,337 | $2.00M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 15,348 | $2.00M | 0.00% | −2,434−13.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,160 | $2.11M | 0.00% | −4,588−22.1% | Reduced |
| MML Investors Services, LLC | 17,862 | $2.33M | 0.01% | +2,651+17.4% | Added |
| Creative Planning | 18,255 | $2.38M | 0.00% | +2,159+13.4% | Added |