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 |
|---|---|---|---|---|---|
| GFS Advisors, LLC | 20,000 | $2.60M | 0.43% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 20,325 | $2.65M | 0.03% | −697−3.3% | Reduced |
| Penserra Capital Management LLC | 20,625 | $2.69M | 0.03% | +1,816+9.7% | Added |
| Capital Wealth Planning, LLC | 20,625 | $2.69M | 0.03% | +1,816+9.7% | Added |
| Keybank National Association | 20,968 | $2.73M | 0.01% | −403−1.9% | Reduced |
| Manning & Napier Group, LLC | 21,500 | $2.80M | 0.03% | −2,243−9.4% | Reduced |
| Mariner, LLC | 22,788 | $2.97M | 0.01% | −1,485−6.1% | Reduced |
| Captrust Financial Advisors | 23,596 | $3.07M | 0.01% | −8,097−25.5% | Reduced |
| Dorsey Wright & Associates | 23,807 | $3.10M | 0.81% | −1,114−4.5% | Reduced |
| Crossmark Global Holdings, Inc. | 24,395 | $3.18M | 0.06% | −2,165−8.2% | Reduced |
| Davenport & Co LLC | 24,507 | $3.19M | 0.02% | +271+1.1% | Added |
| Assenagon Asset Management S.A. | 25,469 | $3.32M | 0.01% | −59,074−69.9% | Reduced |
| Moran Wealth Management, LLC | 25,523 | $3.32M | 0.11% | +13+0.1% | Added |
| Creative Planning | 26,441 | $3.44M | 0.00% | +8,186+44.8% | Added |
| Bank of Montreal | 26,556 | $3.47M | 0.00% | −755−2.8% | Reduced |
| Ruffer LLP | 27,000 | $3.52M | 0.14% | 00.0% | Unchanged |
| Truist Financial Corp | 27,481 | $3.58M | 0.01% | −1,144−4.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,077 | $3.66M | 0.01% | −1,482−5.0% | Reduced |
| Solstein Capital, LLC | 28,372 | $3.70M | 2.56% | +118+0.4% | Added |
| BNP Paribas Arbitrage, SA | 29,715 | $3.87M | 0.00% | −3,672−11.0% | Reduced |
| HAP Trading, LLC | 31,605 | $4.12M | 1.28% | +19,020+151.1% | Added |
| Millennium Management LLC | 32,832 | $4.28M | 0.00% | +23,618+256.3% | Added |
| Neuberger Berman Group LLC | 33,235 | $4.33M | 0.00% | +1,005+3.1% | Added |
| Citadel Advisors LLC | 34,465 | $4.49M | 0.00% | +1,590+4.8% | Added |
| Fifth Third Bancorp | 35,069 | $4.57M | 0.02% | −439−1.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 37,154 | $4.84M | 0.20% | −1,132−3.0% | Reduced |
| Canada Pension Plan Investment Board | 38,600 | $5.03M | 0.01% | +38,600 | New |
| Portland Global Advisors LLC | 40,845 | $5.32M | 0.73% | +582+1.4% | Added |
| Verition Fund Management LLC | 41,074 | $5.35M | 0.05% | +41,074 | New |
| B. Metzler seel. Sohn & Co. AG | 41,519 | $5.41M | 0.06% | +10,138+32.3% | Added |
| Triasima Portfolio Management inc. | 41,720 | $5.43M | 0.46% | −3,325−7.4% | Reduced |
| MMBG Investment Advisors Co. | 41,723 | $5.44M | 0.57% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 42,492 | $5.54M | 0.66% | −1,133−2.6% | Reduced |
| AQR Capital Management LLC | 42,629 | $5.54M | 0.01% | +11,951+39.0% | Added |
| Baker Ellis Asset Management LLC | 43,306 | $5.64M | 0.84% | −408−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 44,174 | $5.75M | 0.06% | +1,759+4.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 44,814 | $5.84M | 0.02% | −6,989−13.5% | Reduced |
| Alberta Investment Management Corp | 45,425 | $5.92M | 0.06% | +45,425 | New |
| Oppenheimer Asset Management Inc. | 49,665 | $6.47M | 0.09% | −2,311−4.4% | Reduced |
| Fayez Sarofim & Co | 49,702 | $6.47M | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 51,198 | $6.67M | 0.00% | −7,384−12.6% | Reduced |
| Credit Suisse AG | 53,054 | $6.91M | 0.01% | −9,027−14.5% | Reduced |
| Deprince Race & Zollo Inc | 53,506 | $6.97M | 0.15% | −35,505−39.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 55,035 | $7.17M | 2.27% | +922+1.7% | Added |
| Renaissance Group LLC | 55,737 | $7.26M | 0.27% | −520−0.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 56,200 | $7.32M | 0.03% | +56,200 | New |
| Qube Research & Technologies Ltd | 56,337 | $7.34M | 0.01% | −64,619−53.4% | Reduced |
| Jarislowsky, Fraser Ltd | 57,047 | $7.43M | 0.04% | −3,660−6.0% | Reduced |
| Morningstar Investment Services LLC | 58,262 | $7.59M | 0.08% | −137,699−70.3% | Reduced |
| Natixis Advisors, L.P. | 59,525 | $7.75M | 0.02% | −5,593−8.6% | Reduced |
| Deutsche Bank AG | 61,022 | $7.95M | 0.00% | −11,400−15.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 62,679 | $8.17M | 0.04% | +1,115+1.8% | Added |
| Bank of New York Mellon Corp | 63,346 | $8.25M | 0.00% | +1,610+2.6% | Added |
| Alliancebernstein L.P. | 64,130 | $8.35M | 0.00% | +4,541+7.6% | Added |
| US Bancorp | 64,527 | $8.41M | 0.01% | −9,476−12.8% | Reduced |
| Erste Asset Management GmbH | 64,800 | $8.44M | 0.11% | +12,000+22.7% | Added |
| ABS Direct Equity Fund LLC | 71,200 | $9.28M | 9.09% | +2,100+3.0% | Added |
| Barings LLC | 82,336 | $10.7M | 0.27% | 00.0% | Unchanged |
| Janney Capital Management LLC | 86,914 | $11.3M | 0.75% | −2,378−2.7% | Reduced |
| APG Asset Management N.V. | 94,760 | $11.4M | 0.02% | +14,900+18.7% | Added |
| Price T Rowe Associates Inc | 87,798 | $11.4M | 0.00% | −35,802−29.0% | Reduced |
| Levin Capital Strategies, L.P. | 99,983 | $13.0M | 1.32% | +57+0.1% | Added |
| Ameriprise Financial Inc | 102,918 | $13.4M | 0.00% | −6,237−5.7% | Reduced |
| Jefferies Financial Group Inc. | 104,300 | $13.6M | 0.27% | +104,300 | New |
| Gamco Investors, Inc. Et Al | 104,713 | $13.6M | 0.14% | −6,146−5.5% | Reduced |
| National Bank of Canada | 115,266 | $13.9M | 0.02% | +115,134+87,222.7% | Added |
| Russell Investments Group, Ltd. | 118,518 | $15.5M | 0.02% | −101,689−46.2% | Reduced |
| Barclays PLC | 136,984 | $17.8M | 0.01% | +121,636+792.5% | Added |
| STRS Ohio | 140,000 | $18.2M | 0.07% | −220,978−61.2% | Reduced |
| Acadian Asset Management LLC | 143,402 | $18.7M | 0.07% | −585,642−80.3% | Reduced |
| Aubrey Capital Management Ltd | 149,200 | $19.4M | 6.86% | +25,400+20.5% | Added |
| Mercer Investments LLC | 151,678 | $19.8M | 31.59% | −10,767−6.6% | Reduced |
| Invesco Ltd. | 153,681 | $20.0M | 0.00% | −31,084−16.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 167,097 | $21.8M | 0.02% | −118,549−41.5% | Reduced |
| Cidel Asset Management Inc | 168,259 | $21.9M | 1.67% | −5,408−3.1% | Reduced |
| New York State Common Retirement Fund | 169,483 | $22.1M | 0.03% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 179,030 | $23.3M | 0.63% | −31,096−14.8% | Reduced |
| Sarasin & Partners LLP | 185,353 | $24.1M | 0.24% | +25,000+15.6% | Added |
| UBS Group AG | 194,213 | $25.3M | 0.01% | −19,679−9.2% | Reduced |
| Carrhae Capital LLP | 206,370 | $26.9M | 5.27% | −71,304−25.7% | Reduced |
| Zimmer Partners, LP | 215,000 | $28.0M | 0.61% | +170,000+377.8% | Added |
| Gabelli Funds LLC | 227,700 | $29.7M | 0.22% | −4,000−1.7% | Reduced |
| INCA Investments LLC | 235,561 | $30.7M | 13.20% | −71,787−23.4% | Reduced |
| Driehaus Capital Management LLC | 243,332 | $31.7M | 0.32% | −352,149−59.1% | Reduced |
| State of New Jersey Common Pension Fund D | 245,500 | $32.0M | 0.10% | 00.0% | Unchanged |
| Victory Capital Management Inc | 245,780 | $32.0M | 0.03% | +22,034+9.8% | Added |
| Cook & Bynum Capital Management, LLC | 248,007 | $32.3M | 24.63% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 254,541 | $33.0M | 0.06% | +2,848+1.1% | Added |
| Dimensional Fund Advisors LP | 258,703 | $33.7M | 0.01% | +8,309+3.3% | Added |
| Employees Retirement System of Texas | 287,096 | $37.4M | 0.41% | −11,227−3.8% | Reduced |
| Northern Trust Corp | 287,390 | $37.4M | 0.01% | −24,010−7.7% | Reduced |
| American Century Companies Inc | 290,160 | $37.8M | 0.02% | +51,876+21.8% | Added |
| Envestnet Asset Management Inc | 314,226 | $40.9M | 0.02% | −25,093−7.4% | Reduced |
| Corvex Management LP | 319,150 | $41.6M | 2.11% | −452,937−58.7% | Reduced |
| Northcape Capital Pty Ltd | 335,406 | $43.7M | 5.02% | +148,391+79.3% | Added |
| LTS One Management LP | 345,000 | $44.9M | 11.66% | −5,000−1.4% | Reduced |
| Lazard Asset Management LLC | 388,399 | $50.6M | 0.06% | +30,090+8.4% | Added |
| USS Investment Management Ltd | 393,282 | $51.2M | 0.42% | +142,072+56.6% | Added |
| Goldman Sachs Group Inc | 393,568 | $51.3M | 0.01% | −153,770−28.1% | Reduced |
| Vontobel Asset Management Inc | 415,696 | $53.0M | 0.29% | +53,080+14.6% | Added |