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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 4,609 | $600.8K | 0.02% | +4,609 | New |
| Pathstone Holdings, LLC | 4,464 | $581.9K | 0.00% | +4,464 | New |
| CI Private Wealth, LLC | 4,410 | $574.8K | 0.00% | +796+22.0% | Added |
| Spire Wealth Management | 4,222 | $564.3K | 0.02% | +4,222 | New |
| Whittier Trust Co | 4,269 | $556.5K | 0.01% | +1,137+36.3% | Added |
| Stephens Inc | 4,226 | $550.9K | 0.01% | +144+3.5% | Added |
| Veriti Management LLC | 4,113 | $536.1K | 0.05% | −45−1.1% | Reduced |
| Prospera Financial Services Inc | 4,099 | $534.3K | 0.02% | −237−5.5% | Reduced |
| CAPROCK Group, Inc. | 4,010 | $522.7K | 0.03% | +303+8.2% | Added |
| Phraction Management LLC | 3,934 | $512.8K | 0.22% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,836 | $500.0K | 0.07% | +3,836 | New |
| Provida Pension Fund Administrator | 3,790 | $494.0K | 0.01% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 3,707 | $483.2K | 0.38% | 00.0% | Unchanged |
| Wealth Alliance | 3,655 | $476.4K | 0.07% | −77−2.1% | Reduced |
| Yousif Capital Management, LLC | 3,612 | $470.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,544 | $447.9K | 0.00% | −97−2.7% | Reduced |
| Wetherby Asset Management Inc | 3,181 | $414.6K | 0.02% | −304−8.7% | Reduced |
| Confluence Investment Management LLC | 3,168 | $413.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,137 | $408.9K | 0.00% | −115−3.5% | Reduced |
| Signaturefd, LLC | 3,117 | $406.3K | 0.01% | −10.0% | Reduced |
| Cetera Advisor Networks LLC | 3,115 | $406.0K | 0.00% | −173−5.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,027 | $394.7K | 0.07% | −209−6.5% | Reduced |
| Park Avenue Securities LLC | 2,986 | $389.0K | 0.01% | −431−12.6% | Reduced |
| Thrivent Financial for Lutherans | 2,934 | $382.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,896 | $377.5K | 0.03% | +2,896 | New |
| Baron Wealth Management LLC | 2,777 | $362.0K | 0.20% | +301+12.2% | Added |
| 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 |
| RFG Advisory, LLC | 2,525 | $329.1K | 0.01% | −75−2.9% | Reduced |
| Fox Run Management, L.L.C. | 2,479 | $323.1K | 0.08% | +2,479 | New |
| HBK Sorce Advisory LLC | 2,478 | $323.0K | 0.01% | −34−1.4% | Reduced |
| Greenleaf Trust | 2,395 | $312.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,855 | $312.0K | 0.01% | +109+4.0% | Added |
| Kestra Advisory Services, LLC | 2,257 | $294.2K | 0.00% | −238−9.5% | Reduced |
| Flow Traders U.S. LLC | 2,205 | $287.0K | 0.01% | +2,205 | New |
| Wrapmanager Inc | 2,133 | $278.0K | 0.08% | −42−1.9% | Reduced |
| Templeton & Phillips Capital Management, LLC | 2,120 | $276.3K | 0.28% | −3,280−60.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,088 | $272.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,052 | $267.5K | 0.04% | +5+0.2% | Added |
| MAI Capital Management | 2,020 | $263.4K | 0.00% | +2,020 | New |
| Insigneo Advisory Services, LLC | 2,017 | $262.9K | 0.04% | +10+0.5% | Added |
| Klingenstein Fields & Co LP | 2,010 | $262.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,010 | $262.0K | 0.01% | +2,010 | New |
| Lake Street Advisors Group, LLC | 2,000 | $260.7K | 0.01% | +2,000 | New |
| Old Mission Capital LLC | 1,980 | $258.1K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,971 | $257.0K | 0.01% | +1,971 | New |
| Beverly Hills Private Wealth, LLC | 1,934 | $252.1K | 0.07% | −62−3.1% | Reduced |
| Shilanski & Associates, Inc. | 1,920 | $250.3K | 0.10% | −80−4.0% | Reduced |
| TD Private Client Wealth LLC | 1,906 | $248.4K | 0.01% | −1,178−38.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,904 | $248.2K | 0.00% | +1,904 | New |
| Riverbridge Partners LLC | 1,892 | $246.6K | 0.00% | +1,892 | New |
| Brown Advisory Inc | 1,859 | $242.3K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,831 | $238.7K | 0.05% | +1,831 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,800 | $234.6K | 0.00% | +1,800 | New |
| Aspen Grove Capital, LLC | 1,649 | $214.9K | 0.07% | +1,649 | New |
| Cerity Partners LLC | 1,636 | $213.3K | 0.00% | +1,636 | New |
| Mercer Global Advisors Inc | 1,623 | $212.0K | 0.00% | +1,623 | New |
| University of Texas/Texas Am Investment Managment Co | 1,625 | $211.8K | 0.06% | +1,625 | New |
| Old National Bancorp | 1,606 | $209.3K | 0.01% | +1,606 | New |
| Legal & General Group Plc | 1,575 | $205.3K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $205.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,501 | $195.7K | 0.01% | +39+2.7% | Added |
| Systematic Alpha Investments, LLC | 1,350 | $176.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 1,300 | $169.5K | 0.00% | +1,300 | New |
| Cullen/Frost Bankers, Inc. | 1,200 | $156.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,174 | $153.0K | 0.01% | +72+6.5% | Added |
| First Horizon Advisors, Inc. | 1,133 | $147.7K | 0.00% | −95−7.7% | Reduced |
| Umb Bank N A | 1,083 | $141.2K | 0.00% | −66−5.7% | Reduced |
| GWM Advisors LLC | 1,020 | $132.9K | 0.00% | +169+19.9% | Added |
| Trust Co of Vermont | 800 | $104.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 785 | $103.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 785 | $102.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 741 | $96.6K | 0.00% | +134+22.1% | Added |
| Atlas Capital Advisors LLC | 730 | $95.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 711 | $92.7K | 0.06% | +213+42.8% | Added |
| IFP Advisors, Inc | 596 | $77.7K | 0.00% | −168−22.0% | Reduced |
| Rosenberg Matthew Hamilton | 582 | $75.9K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 454 | $59.2K | 0.03% | +9+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 451 | $58.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 429 | $55.9K | 0.02% | −120−21.9% | Reduced |
| 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 |
| Lindbrook Capital, LLC | 330 | $43.0K | 0.00% | +14+4.4% | Added |
| Proequities, Inc. | 315 | $41.1K | 0.00% | −52−14.2% | Reduced |
| Van Eck Associates Corp | 318 | $41.0K | 0.00% | +104+48.6% | Added |
| Tower Research Capital LLC (TRC) | 286 | $37.3K | 0.00% | −1,165−80.3% | Reduced |
| Operose Advisors LLC | 269 | $35.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 259 | $34.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 256 | $33.4K | 0.00% | +256 | New |
| JTC Employer Solutions Trusteee Ltd | 250 | $33.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 251 | $32.7K | 0.00% | +8+3.3% | Added |
| Clearstead Advisors, LLC | 248 | $32.3K | 0.00% | +223+892.0% | Added |
| Jones Financial Companies LLLP | 225 | $29.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 221 | $28.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 203 | $26.5K | 0.01% | +166+448.6% | Added |
| Allworth Financial LP | 198 | $25.8K | 0.00% | +68+52.3% | Added |
| Farther Finance Advisors, LLC | 167 | $21.8K | 0.00% | +165+8,250.0% | Added |
| FinTrust Capital Advisors, LLC | 160 | $20.9K | 0.00% | −106−39.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 157 | $20.5K | 0.01% | +157 | New |
| Johnson Financial Group, Inc. | 146 | $19.0K | 0.00% | +146 | New |