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, Q1 2024
Institutional positions in Mexican Economic Development Inc as of Mar 31, 2024. 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
- 330
- −2 vs. Q4 2023
- Shares held
- 67.0M
- −3.84M (−5.4%) vs. Q4 2023
- Total value
- $8.71B
- −$513.3M (−5.6%) vs. Q4 2023
- New holders
- 34
- 116 more added
- Sold out
- 36
- 130 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wexford Capital LP | 2,444 | $318.4K | 0.07% | +2,444 | New |
| Raymond James & Associates | 2,490 | $324.4K | 0.00% | +2,490 | New |
| RFG Advisory, LLC | 2,525 | $328.9K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,559 | $333.0K | 0.00% | −5,610−68.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,633 | $343.0K | 0.00% | −222−7.8% | Reduced |
| Janney Montgomery Scott LLC | 2,689 | $350.0K | 0.00% | +2,689 | New |
| Peapack Gladstone Financial Corp | 2,773 | $361.0K | 0.01% | +112+4.2% | Added |
| Baron Wealth Management LLC | 2,777 | $361.8K | 0.19% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,833 | $369.0K | 0.00% | −6,862−70.8% | Reduced |
| Park Avenue Securities LLC | 2,831 | $369.0K | 0.00% | −155−5.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,980 | $388.3K | 0.06% | −47−1.6% | Reduced |
| Confluence Investment Management LLC | 3,077 | $400.9K | 0.01% | −91−2.9% | Reduced |
| Signaturefd, LLC | 3,081 | $401.4K | 0.01% | −36−1.2% | Reduced |
| Principal Securities, Inc. | 3,153 | $410.7K | 0.01% | −1,456−31.6% | Reduced |
| Wetherby Asset Management Inc | 3,209 | $418.0K | 0.02% | +28+0.9% | Added |
| Wealth Alliance | 3,363 | $438.1K | 0.06% | −292−8.0% | Reduced |
| Franklin Resources Inc | 3,395 | $442.3K | 0.00% | +258+8.2% | Added |
| Cetera Investment Advisers | 3,528 | $459.6K | 0.00% | +3,528 | New |
| TD Waterhouse Canada Inc. | 3,586 | $460.5K | 0.00% | +42+1.2% | Added |
| Yousif Capital Management, LLC | 3,612 | $470.5K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,694 | $481.2K | 0.04% | −142−3.7% | Reduced |
| Channing Global Advisors, LLC | 3,707 | $482.9K | 0.41% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 3,790 | $493.7K | 0.01% | 00.0% | Unchanged |
| Phraction Management LLC | 3,934 | $512.5K | 0.20% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,957 | $515.5K | 0.01% | −4,869−55.2% | Reduced |
| HighTower Advisors, LLC | 3,983 | $516.0K | 0.00% | −2,447−38.1% | Reduced |
| CAPROCK Group, Inc. | 4,077 | $531.2K | 0.03% | +67+1.7% | Added |
| Genus Capital Management Inc. | 4,226 | $550.5K | 0.07% | +4,226 | New |
| Prospera Financial Services Inc | 4,268 | $556.0K | 0.02% | +169+4.1% | Added |
| Pathstone Holdings, LLC | 4,381 | $570.8K | 0.00% | −83−1.9% | Reduced |
| Stephens Inc | 4,449 | $579.6K | 0.01% | +223+5.3% | Added |
| CI Private Wealth, LLC | 4,476 | $583.1K | 0.00% | +66+1.5% | Added |
| Harbour Capital Advisors, LLC | 4,738 | $608.0K | 0.15% | +13+0.3% | Added |
| Csenge Advisory Group | 4,738 | $617.2K | 0.03% | −893−15.9% | Reduced |
| TownSquare Capital, LLC | 5,221 | $680.1K | 0.01% | +142+2.8% | Added |
| Group One Trading, L.P. | 5,236 | $682.1K | 0.02% | +5,136+5,136.0% | Added |
| Headlands Technologies LLC | 5,239 | $682.5K | 0.16% | +5,036+2,480.8% | Added |
| Thoroughbred Financial Services, LLC | 5,294 | $689.0K | 0.07% | −328−5.8% | Reduced |
| Vident Advisory, LLC | 5,501 | $716.7K | 0.01% | −2,176−28.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,507 | $717.3K | 0.00% | −511−8.5% | Reduced |
| AdvisorShares Investments LLC | 5,625 | $732.8K | 0.12% | −230−3.9% | Reduced |
| Schechter Investment Advisors, LLC | 5,719 | $745.0K | 0.06% | +405+7.6% | Added |
| QRG Capital Management, Inc. | 5,774 | $752.2K | 0.01% | +665+13.0% | Added |
| Brinker Capital Investments, LLC | 5,810 | $756.9K | 0.01% | −162−2.7% | Reduced |
| Orion Portfolio Solutions, LLC | 5,810 | $756.9K | 0.01% | −162−2.7% | Reduced |
| O'Brien Greene & Co. Inc | 5,813 | $757.3K | 0.25% | +149+2.6% | Added |
| Whittier Trust Co | 5,831 | $759.6K | 0.01% | +1,562+36.6% | Added |
| Corsair Capital Management, L.P. | 5,933 | $772.9K | 0.22% | +933+18.7% | Added |
| Quadrant Capital Group LLC | 5,950 | $775.1K | 0.06% | +155+2.7% | Added |
| Sequoia Financial Advisors, LLC | 5,959 | $776.3K | 0.01% | −15,064−71.7% | Reduced |
| Diversify Advisory Services, LLC | 6,236 | $808.5K | 0.05% | +6,236 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,325 | $824.0K | 0.01% | −1,780−22.0% | Reduced |
| Rhumbline Advisers | 6,426 | $837.1K | 0.00% | +488+8.2% | Added |
| One Wealth Advisors, LLC | 6,635 | $864.3K | 0.15% | +1,435+27.6% | Added |
| Synovus Financial Corp | 6,672 | $869.3K | 0.01% | +471+7.6% | Added |
| Prudential Financial Inc | 6,728 | $876.5K | 0.00% | −577−7.9% | Reduced |
| Virtu Financial LLC | 6,865 | $894.0K | 0.07% | +2,018+41.6% | Added |
| JustInvest LLC | 7,002 | $912.1K | 0.02% | +265+3.9% | Added |
| LPL Financial LLC | 7,012 | $913.4K | 0.00% | +2,000+39.9% | Added |
| Profund Advisors LLC | 7,017 | $914.1K | 0.04% | −1,223−14.8% | Reduced |
| The PNC Financial Services Group, Inc. | 7,655 | $997.2K | 0.00% | −222−2.8% | Reduced |
| Marks Group Wealth Management, Inc | 7,667 | $998.8K | 0.10% | −441−5.4% | Reduced |
| Thrivent Financial for Lutherans | 7,687 | $1.00M | 0.00% | +4,753+162.0% | Added |
| Guggenheim Capital LLC | 7,757 | $1.01M | 0.01% | +897+13.1% | Added |
| Compass Group LLC | 8,000 | $1.04M | 0.45% | +8,000 | New |
| Henry James International Management, Inc. | 8,040 | $1.05M | 0.32% | −115−1.4% | Reduced |
| Dynasty Wealth Management, LLC | 8,129 | $1.06M | 0.03% | +8,129 | New |
| Engineers Gate Manager LP | 8,254 | $1.08M | 0.03% | −2,423−22.7% | Reduced |
| XTX Topco Ltd | 8,540 | $1.11M | 0.15% | +8,540 | New |
| Councilmark Asset Management, LLC | 8,870 | $1.16M | 0.83% | +8,870 | New |
| Regions Financial Corp | 8,953 | $1.17M | 0.01% | +69+0.8% | Added |
| Jane Street Group, LLC | 9,064 | $1.18M | 0.00% | −60,347−86.9% | Reduced |
| PEAK6 Investments LLC | 10,478 | $1.36M | 0.07% | −82,094−88.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 10,899 | $1.42M | 0.50% | −1,211−10.0% | Reduced |
| MML Investors Services, LLC | 11,257 | $1.47M | 0.01% | −6,605−37.0% | Reduced |
| Cerity Partners LLC | 11,426 | $1.49M | 0.00% | +9,790+598.4% | Added |
| Pitcairn Co | 11,970 | $1.56M | 0.10% | −1,207−9.2% | Reduced |
| Cresset Asset Management, LLC | 12,033 | $1.57M | 0.01% | +399+3.4% | Added |
| Beach Investment Counsel Inc | 12,157 | $1.58M | 0.20% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 12,222 | $1.59M | 0.05% | +364+3.1% | Added |
| Ethic Inc. | 13,039 | $1.70M | 0.04% | +775+6.3% | Added |
| Oldfield Partners LLP | 13,200 | $1.72M | 0.23% | 00.0% | Unchanged |
| Danske Bank A/S | 13,220 | $1.72M | 0.01% | +13,220 | New |
| Wolverine Trading, LLC | 13,378 | $1.74M | 0.02% | +5,350+66.6% | Added |
| Deltec Asset Management LLC | 13,750 | $1.79M | 0.35% | +1,300+10.4% | Added |
| HSBC Holdings PLC | 13,895 | $1.81M | 0.00% | +1,605+13.1% | Added |
| Squarepoint Ops LLC | 14,100 | $1.84M | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,331 | $1.87M | 0.05% | +14,331 | New |
| State Street Corp | 15,437 | $2.01M | 0.00% | +100+0.7% | Added |
| Wealth High Governance Capital Ltda | 16,000 | $2.08M | 0.47% | +16,000 | New |
| Cumberland Partners Ltd | 16,500 | $2.15M | 0.16% | +3,500+26.9% | Added |
| Marshall Wace, LLP | 17,102 | $2.23M | 0.00% | +17,102 | New |
| Stifel Financial Corp | 17,319 | $2.26M | 0.00% | −1,494−7.9% | Reduced |
| Wells Fargo & Company | 17,410 | $2.27M | 0.00% | −12,575−41.9% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 18,600 | $2.42M | 2.19% | +13,238+246.9% | Added |
| GTS Securities LLC | 18,739 | $2.44M | 0.07% | +12,523+201.5% | Added |
| Atria Investments LLC | 18,887 | $2.46M | 0.03% | −2,283−10.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 18,948 | $2.47M | 0.25% | +18,948 | New |
| Mitsubishi UFJ Trust & Banking Corp | 19,454 | $2.53M | 0.01% | −12,201−38.5% | Reduced |
| Qtron Investments LLC | 19,387 | $2.53M | 0.36% | −1,174−5.7% | Reduced |