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 |
|---|---|---|---|---|---|
| Sustainable Growth Advisers, LP | 435,906 | $56.8M | 0.24% | +240,256+122.8% | Added |
| BlackRock Inc. | 440,868 | $57.4M | 0.00% | −153,492−25.8% | Reduced |
| Bank of America Corp | 510,617 | $66.5M | 0.01% | +32,750+6.9% | Added |
| Amundi | 582,173 | $69.3M | 0.03% | +31,104+5.6% | Added |
| SEI Investments Co | 534,592 | $69.6M | 0.10% | −136,656−20.4% | Reduced |
| Altrinsic Global Advisors LLC | 555,763 | $72.4M | 3.27% | −33,181−5.6% | Reduced |
| Perpetual Ltd | 572,777 | $74.6M | 0.73% | +66,717+13.2% | Added |
| La Financiere de L'Echiquier | 635,932 | $82.8M | 3.57% | +26,129+4.3% | Added |
| Axiom Investors LLC | 701,633 | $91.4M | 0.82% | +11,773+1.7% | Added |
| Black Creek Investment Management Inc. | 784,998 | $102.3M | 3.09% | +8,997+1.2% | Added |
| Macquarie Group Ltd | 817,038 | $106.4M | 0.12% | −9,200−1.1% | Reduced |
| Comgest Global Investors S.A.S. | 835,773 | $108.9M | 1.52% | −222,993−21.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 838,084 | $109.2M | 0.24% | −47,721−5.4% | Reduced |
| Samlyn Capital, LLC | 868,338 | $113.1M | 1.97% | +164,961+23.5% | Added |
| Hawk Ridge Capital Management LP | 921,045 | $120.0M | 5.41% | +308,450+50.4% | Added |
| Antipodes Partners Ltd | 945,491 | $123.2M | 3.90% | +153,771+19.4% | Added |
| TOMS Capital Investment Management LP | 980,000 | $127.7M | 8.30% | −630,000−39.1% | Reduced |
| FMR LLC | 1,056,604 | $137.6M | 0.01% | −27,856−2.6% | Reduced |
| Morgan Stanley | 1,139,581 | $148.5M | 0.01% | +329,050+40.6% | Added |
| Itau Unibanco Holding S.A. | 1,365,167 | $171.3M | 7.34% | −637,845−31.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,845,317 | $240.4M | 0.38% | −272,878−12.9% | Reduced |
| Citigroup Inc | 1,861,957 | $242.6M | 0.26% | +1,609,607+637.8% | Added |
| Standard Life Aberdeen plc | 2,124,006 | $276.7M | 0.54% | −296,853−12.3% | Reduced |
| Nuveen Asset Management, LLC | 2,323,734 | $302.7M | 0.09% | −294,500−11.2% | Reduced |
| Schroder Investment Management Group | 3,058,969 | $398.5M | 0.47% | +475,305+18.4% | Added |
| JPMorgan Chase & Co | 4,155,144 | $541.3M | 0.05% | +498,409+13.6% | Added |
| Baillie Gifford & Co | 4,183,454 | $545.0M | 0.42% | +344,815+9.0% | Added |
| Royal Bank of Canada | 4,783,671 | $623.2M | 0.15% | −58,044−1.2% | Reduced |
| Harding Loevner LP | 5,189,889 | $676.1M | 4.17% | −2,311,532−30.8% | Reduced |
| First Eagle Investment Management, LLC | 9,696,967 | $1.26B | 2.87% | −274,663−2.8% | Reduced |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −635,633−100.0% | Sold out |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −327,500−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −82,731−100.0% | Sold out |
| Paradice Investment Management LLC | 0 | $0 | 0.00% | −79,681−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −40,487−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −16,160−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −14,435−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −10,887−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,820−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −10,740−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,718−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −7,245−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −6,712−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,710−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −4,222−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,896−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,659−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Templeton & Phillips Capital Management, LLC | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |