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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 18,809 | $2.45M | 0.05% | +11,456+155.8% | Added |
| Capital Wealth Planning, LLC | 18,809 | $2.45M | 0.03% | +11,456+155.8% | Added |
| Stifel Financial Corp | 18,813 | $2.45M | 0.00% | +9,511+102.2% | Added |
| Aquatic Capital Management LLC | 19,800 | $2.58M | 0.07% | +17,200+661.5% | Added |
| GFS Advisors, LLC | 20,000 | $2.61M | 0.38% | 00.0% | Unchanged |
| Qtron Investments LLC | 20,561 | $2.68M | 0.44% | −9,555−31.7% | Reduced |
| Madison Asset Management, LLC | 21,022 | $2.74M | 0.04% | −1,785−7.8% | Reduced |
| Sequoia Financial Advisors, LLC | 21,023 | $2.74M | 0.03% | +15,615+288.7% | Added |
| Atria Investments LLC | 21,170 | $2.76M | 0.04% | −1,650−7.2% | Reduced |
| Keybank National Association | 21,371 | $2.79M | 0.01% | −263−1.2% | Reduced |
| Manning & Napier Group, LLC | 23,743 | $3.09M | 0.04% | −247−1.0% | Reduced |
| Davenport & Co LLC | 24,236 | $3.16M | 0.02% | −5,465−18.4% | Reduced |
| Mariner, LLC | 24,273 | $3.16M | 0.01% | −4,139−14.6% | Reduced |
| Dorsey Wright & Associates | 24,921 | $3.25M | 0.99% | −1,882−7.0% | Reduced |
| Moran Wealth Management, LLC | 25,510 | $3.33M | 0.12% | +25,510 | New |
| Crossmark Global Holdings, Inc. | 26,560 | $3.46M | 0.07% | −4,809−15.3% | Reduced |
| Ruffer LLP | 27,000 | $3.52M | 0.13% | 00.0% | Unchanged |
| Bank of Montreal | 27,311 | $3.59M | 0.00% | −1,136−4.0% | Reduced |
| Solstein Capital, LLC | 28,254 | $3.68M | 2.72% | +1,082+4.0% | Added |
| Truist Financial Corp | 28,625 | $3.73M | 0.01% | −5,144−15.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 29,559 | $3.85M | 0.02% | +9,400+46.6% | Added |
| Wells Fargo & Company | 29,985 | $3.91M | 0.00% | −1,159−3.7% | Reduced |
| AQR Capital Management LLC | 30,678 | $4.00M | 0.01% | +5,575+22.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 31,381 | $4.09M | 0.05% | −5,304−14.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 31,655 | $4.12M | 0.01% | −143−0.4% | Reduced |
| Captrust Financial Advisors | 31,693 | $4.13M | 0.01% | +5,355+20.3% | Added |
| Neuberger Berman Group LLC | 32,230 | $4.20M | 0.00% | −3,519−9.8% | Reduced |
| Citadel Advisors LLC | 32,875 | $4.29M | 0.00% | +16,463+100.3% | Added |
| BNP Paribas Arbitrage, SA | 33,387 | $4.35M | 0.01% | +2,215+7.1% | Added |
| Fifth Third Bancorp | 35,508 | $4.63M | 0.02% | −8,312−19.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 38,286 | $4.99M | 0.24% | −4,600−10.7% | Reduced |
| Portland Global Advisors LLC | 40,263 | $5.25M | 0.79% | +507+1.3% | Added |
| Susquehanna International Group, LLP | 40,487 | $5.28M | 0.01% | +22,318+122.8% | Added |
| MMBG Investment Advisors Co. | 41,723 | $5.44M | 0.64% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 42,415 | $5.53M | 0.07% | +15,238+56.1% | Added |
| McKinley Capital Management LLC /Delaware | 43,625 | $5.69M | 0.73% | +331+0.8% | Added |
| Baker Ellis Asset Management LLC | 43,714 | $5.70M | 0.91% | −337−0.8% | Reduced |
| Zimmer Partners, LP | 45,000 | $5.87M | 0.21% | +5,000+12.5% | Added |
| Triasima Portfolio Management inc. | 45,045 | $5.87M | 0.48% | −1,575−3.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,803 | $6.75M | 0.02% | −6,366−10.9% | Reduced |
| Oppenheimer Asset Management Inc. | 51,976 | $6.78M | 0.09% | −1,343−2.5% | Reduced |
| Erste Asset Management GmbH | 52,800 | $6.90M | 0.10% | −2,200−4.0% | Reduced |
| Fayez Sarofim & Co | 49,702 | $7.04M | 0.02% | −100−0.2% | Reduced |
| RPg Family Wealth Advisory, LLC | 54,113 | $7.05M | 2.60% | −6,682−11.0% | Reduced |
| Renaissance Group LLC | 56,257 | $7.33M | 0.30% | −7,287−11.5% | Reduced |
| Vanguard Group Inc | 58,582 | $7.64M | 0.00% | −1,039−1.7% | Reduced |
| Alliancebernstein L.P. | 59,589 | $7.77M | 0.00% | +59,589 | New |
| Jarislowsky, Fraser Ltd | 60,707 | $7.91M | 0.05% | −6,745−10.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 61,564 | $8.02M | 0.04% | −4,116−6.3% | Reduced |
| Bank of New York Mellon Corp | 61,736 | $8.05M | 0.00% | +1,233+2.0% | Added |
| Credit Suisse AG | 62,081 | $8.09M | 0.01% | −181,339−74.5% | Reduced |
| Natixis Advisors, L.P. | 65,118 | $8.49M | 0.02% | +4,990+8.3% | Added |
| ABS Direct Equity Fund LLC | 69,100 | $9.01M | 8.47% | +69,100 | New |
| Jane Street Group, LLC | 69,411 | $9.05M | 0.01% | +38,168+122.2% | Added |
| APG Asset Management N.V. | 79,860 | $9.42M | 0.02% | +5,406+7.3% | Added |
| Deutsche Bank AG | 72,422 | $9.44M | 0.00% | −134,076−64.9% | Reduced |
| US Bancorp | 74,003 | $9.65M | 0.01% | −8,331−10.1% | Reduced |
| Paradice Investment Management LLC | 79,681 | $10.4M | 1.31% | +14,802+22.8% | Added |
| Barings LLC | 82,336 | $10.7M | 0.34% | −10,470−11.3% | Reduced |
| Walleye Trading LLC | 82,731 | $10.8M | 0.16% | +82,124+13,529.5% | Added |
| Assenagon Asset Management S.A. | 84,543 | $11.0M | 0.03% | −526,160−86.2% | Reduced |
| Deprince Race & Zollo Inc | 89,011 | $11.6M | 0.26% | +110.0% | Added |
| Janney Capital Management LLC | 89,292 | $11.6M | 0.78% | −1,016−1.1% | Reduced |
| PEAK6 Investments LLC | 92,572 | $12.1M | 0.52% | +92,572 | New |
| Levin Capital Strategies, L.P. | 99,926 | $13.0M | 1.45% | −1,547−1.5% | Reduced |
| Ameriprise Financial Inc | 109,155 | $14.2M | 0.00% | +425+0.4% | Added |
| Gamco Investors, Inc. Et Al | 110,859 | $14.5M | 0.15% | −4,200−3.7% | Reduced |
| Qube Research & Technologies Ltd | 120,956 | $15.8M | 0.04% | +13,311+12.4% | Added |
| Price T Rowe Associates Inc | 123,600 | $16.1M | 0.00% | −20,900−14.5% | Reduced |
| Aubrey Capital Management Ltd | 123,800 | $16.1M | 6.87% | +123,800 | New |
| Sarasin & Partners LLP | 160,353 | $20.9M | 0.23% | −48,590−23.3% | Reduced |
| Mercer Investments LLC | 162,445 | $21.2M | 27.98% | −11,253−6.5% | Reduced |
| New York State Common Retirement Fund | 169,483 | $22.1M | 0.03% | +169,483 | New |
| Cidel Asset Management Inc | 173,667 | $22.6M | 0.97% | +3,050+1.8% | Added |
| Invesco Ltd. | 184,765 | $24.1M | 0.01% | −37,129−16.7% | Reduced |
| Northcape Capital Pty Ltd | 187,015 | $24.4M | 2.89% | +6,786+3.8% | Added |
| Sustainable Growth Advisers, LP | 195,650 | $25.5M | 0.12% | −10,954−5.3% | Reduced |
| Morningstar Investment Services LLC | 195,961 | $25.6M | 0.14% | +98,495+101.1% | Added |
| Coronation Fund Managers Ltd. | 210,126 | $27.4M | 0.76% | −50,463−19.4% | Reduced |
| UBS Group AG | 213,892 | $27.9M | 0.01% | +110,971+107.8% | Added |
| Russell Investments Group, Ltd. | 220,207 | $28.7M | 0.05% | +13,358+6.5% | Added |
| Victory Capital Management Inc | 223,746 | $29.2M | 0.03% | −154,960−40.9% | Reduced |
| Gabelli Funds LLC | 231,700 | $30.2M | 0.23% | −2,200−0.9% | Reduced |
| American Century Companies Inc | 238,284 | $31.1M | 0.02% | +164,227+221.8% | Added |
| State of New Jersey Common Pension Fund D | 245,500 | $32.0M | 0.11% | +947+0.4% | Added |
| Cook & Bynum Capital Management, LLC | 248,007 | $32.3M | 25.51% | −1,400−0.6% | Reduced |
| Dimensional Fund Advisors LP | 250,394 | $32.6M | 0.01% | +5,796+2.4% | Added |
| USS Investment Management Ltd | 251,210 | $32.7M | 0.29% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 251,693 | $32.8M | 0.07% | +7,492+3.1% | Added |
| Citigroup Inc | 252,350 | $32.9M | 0.04% | +190,605+308.7% | Added |
| Carrhae Capital LLP | 277,674 | $36.2M | 7.15% | +37,574+15.6% | Added |
| Arrowstreet Capital, Limited Partnership | 285,646 | $37.2M | 0.04% | +285,646 | New |
| Employees Retirement System of Texas | 298,323 | $38.9M | 0.46% | +265,648+813.0% | Added |
| INCA Investments LLC | 307,348 | $40.1M | 17.74% | −91,762−23.0% | Reduced |
| Northern Trust Corp | 311,400 | $40.6M | 0.01% | −6,807−2.1% | Reduced |
| Sachem Head Capital Management LP | 327,500 | $42.7M | 2.16% | −292,500−47.2% | Reduced |
| Envestnet Asset Management Inc | 339,319 | $44.2M | 0.02% | −54,315−13.8% | Reduced |
| LTS One Management LP | 350,000 | $45.6M | 10.66% | +60,000+20.7% | Added |
| Vontobel Asset Management Inc | 362,616 | $45.8M | 0.27% | +335,822+1,253.3% | Added |
| Lazard Asset Management LLC | 358,309 | $46.7M | 0.06% | +170,162+90.4% | Added |