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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 4,381 | $570.8K | 0.00% | −83−1.9% | Reduced |
| Prospera Financial Services Inc | 4,268 | $556.0K | 0.02% | +169+4.1% | Added |
| Genus Capital Management Inc. | 4,226 | $550.5K | 0.07% | +4,226 | New |
| CAPROCK Group, Inc. | 4,077 | $531.2K | 0.03% | +67+1.7% | Added |
| HighTower Advisors, LLC | 3,983 | $516.0K | 0.00% | −2,447−38.1% | Reduced |
| Oppenheimer & Co Inc | 3,957 | $515.5K | 0.01% | −4,869−55.2% | Reduced |
| Phraction Management LLC | 3,934 | $512.5K | 0.20% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 3,790 | $493.7K | 0.01% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 3,707 | $482.9K | 0.41% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,694 | $481.2K | 0.04% | −142−3.7% | Reduced |
| Yousif Capital Management, LLC | 3,612 | $470.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,586 | $460.5K | 0.00% | +42+1.2% | Added |
| Cetera Investment Advisers | 3,528 | $459.6K | 0.00% | +3,528 | New |
| Franklin Resources Inc | 3,395 | $442.3K | 0.00% | +258+8.2% | Added |
| Wealth Alliance | 3,363 | $438.1K | 0.06% | −292−8.0% | Reduced |
| Wetherby Asset Management Inc | 3,209 | $418.0K | 0.02% | +28+0.9% | Added |
| Principal Securities, Inc. | 3,153 | $410.7K | 0.01% | −1,456−31.6% | Reduced |
| Signaturefd, LLC | 3,081 | $401.4K | 0.01% | −36−1.2% | Reduced |
| Confluence Investment Management LLC | 3,077 | $400.9K | 0.01% | −91−2.9% | Reduced |
| Personal Cfo Solutions, LLC | 2,980 | $388.3K | 0.06% | −47−1.6% | Reduced |
| Park Avenue Securities LLC | 2,831 | $369.0K | 0.00% | −155−5.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,833 | $369.0K | 0.00% | −6,862−70.8% | Reduced |
| Baron Wealth Management LLC | 2,777 | $361.8K | 0.19% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,773 | $361.0K | 0.01% | +112+4.2% | Added |
| Janney Montgomery Scott LLC | 2,689 | $350.0K | 0.00% | +2,689 | New |
| Ronald Blue Trust, Inc. | 2,633 | $343.0K | 0.00% | −222−7.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,559 | $333.0K | 0.00% | −5,610−68.7% | Reduced |
| RFG Advisory, LLC | 2,525 | $328.9K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 2,490 | $324.4K | 0.00% | +2,490 | New |
| Wexford Capital LP | 2,444 | $318.4K | 0.07% | +2,444 | New |
| Greenleaf Trust | 2,404 | $313.2K | 0.00% | +9+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,350 | $306.1K | 0.00% | +550+30.6% | Added |
| Grey Street Capital, LLC | 2,283 | $297.4K | 0.04% | +2,283 | New |
| Mercer Global Advisors Inc | 2,241 | $292.0K | 0.00% | +618+38.1% | Added |
| Kestra Advisory Services, LLC | 2,180 | $284.0K | 0.00% | −77−3.4% | Reduced |
| Claro Advisors LLC | 2,149 | $280.0K | 0.05% | +318+17.4% | Added |
| HBK Sorce Advisory LLC | 2,100 | $273.6K | 0.01% | −378−15.3% | Reduced |
| Wrapmanager Inc | 2,096 | $273.0K | 0.08% | −37−1.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,088 | $273.0K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,057 | $268.0K | 0.01% | +151+7.9% | Added |
| Summitry LLC | 2,048 | $266.8K | 0.01% | +2,048 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,047 | $266.7K | 0.04% | −5−0.2% | Reduced |
| Quantinno Capital Management LP | 2,018 | $263.0K | 0.01% | +47+2.4% | Added |
| Klingenstein Fields & Co LP | 2,010 | $261.8K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,995 | $259.9K | 0.00% | +91+4.8% | Added |
| Old Mission Capital LLC | 1,980 | $257.9K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,947 | $253.7K | 0.00% | −73−3.6% | Reduced |
| Ballentine Partners, LLC | 1,915 | $249.5K | 0.00% | −95−4.7% | Reduced |
| Shilanski & Associates, Inc. | 1,908 | $248.6K | 0.09% | −12−0.6% | Reduced |
| Tudor Investment Corp Et Al | 1,904 | $248.0K | 0.00% | +1,904 | New |
| Veriti Management LLC | 1,903 | $247.9K | 0.02% | −2,210−53.7% | Reduced |
| CIBC World Markets Inc. | 1,893 | $247.0K | 0.00% | −5,110−73.0% | Reduced |
| Riverbridge Partners LLC | 1,892 | $246.5K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,867 | $243.2K | 0.06% | −67−3.5% | Reduced |
| Brown Advisory Inc | 1,859 | $242.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,826 | $237.9K | 0.01% | +325+21.7% | Added |
| Insigneo Advisory Services, LLC | 1,785 | $232.5K | 0.03% | −232−11.5% | Reduced |
| SG Americas Securities, LLC | 1,711 | $223.0K | 0.00% | −6,825−80.0% | Reduced |
| Old National Bancorp | 1,653 | $215.3K | 0.01% | +47+2.9% | Added |
| Aspen Grove Capital, LLC | 1,649 | $214.8K | 0.06% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,625 | $211.8K | 0.02% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 1,613 | $210.0K | 0.01% | −592−26.8% | Reduced |
| Malaga Cove Capital, LLC | 1,582 | $206.1K | 0.08% | +1,582 | New |
| Legal & General Group Plc | 1,575 | $205.2K | 0.00% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 1,574 | $205.0K | 0.14% | −7,835−83.3% | Reduced |
| Sit Investment Associates Inc | 1,575 | $205.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,434 | $186.8K | 0.14% | +1,434 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,369 | $178.3K | 0.01% | +1,369 | New |
| Natixis | 1,300 | $169.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,201 | $156.4K | 0.00% | +181+17.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $156.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,279 | $150.5K | 0.01% | +105+8.9% | Added |
| First Horizon Advisors, Inc. | 1,122 | $146.2K | 0.00% | −11−1.0% | Reduced |
| Trust Co of Vermont | 800 | $104.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 800 | $104.2K | 0.02% | +800 | New |
| Parallel Advisors, LLC | 782 | $101.8K | 0.00% | +41+5.5% | Added |
| CWM, LLC | 743 | $97.0K | 0.00% | +384+107.0% | Added |
| Umb Bank N A | 734 | $95.6K | 0.00% | −349−32.2% | Reduced |
| Clearstead Advisors, LLC | 767 | $93.6K | 0.00% | +519+209.3% | Added |
| Atlas Capital Advisors LLC | 601 | $78.3K | 0.01% | −129−17.7% | Reduced |
| Rosenberg Matthew Hamilton | 582 | $75.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 525 | $68.4K | 0.00% | −260−33.1% | Reduced |
| Van Eck Associates Corp | 496 | $65.0K | 0.00% | +178+56.0% | Added |
| Tower Research Capital LLC (TRC) | 466 | $60.7K | 0.00% | +180+62.9% | Added |
| Pinnacle Bancorp, Inc. | 429 | $55.9K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 339 | $44.2K | 0.00% | +9+2.7% | Added |
| Cape Investment Advisory, Inc. | 290 | $37.8K | 0.02% | −164−36.1% | Reduced |
| Smartleaf Asset Management LLC | 284 | $37.0K | 0.01% | +284 | New |
| Proequities, Inc. | 276 | $36.0K | 0.00% | −39−12.4% | Reduced |
| Operose Advisors LLC | 269 | $35.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 263 | $34.3K | 0.00% | −333−55.9% | Reduced |
| Pin Oak Investment Advisors Inc | 259 | $34.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 260 | $33.9K | 0.00% | +260 | New |
| JTC Employer Solutions Trusteee Ltd | 250 | $33.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 221 | $28.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 221 | $28.8K | 0.01% | +97+78.2% | Added |
| Allworth Financial LP | 201 | $26.2K | 0.00% | +3+1.5% | Added |
| Concord Wealth Partners | 168 | $21.9K | 0.00% | +41+32.3% | Added |
| Farther Finance Advisors, LLC | 167 | $21.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $19.7K | 0.00% | −300−66.5% | Reduced |