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, Q2 2024
Institutional positions in Mexican Economic Development Inc as of Jun 30, 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
- 309
- −16 vs. Q1 2024
- Shares held
- 64.7M
- −1.70M (−2.6%) vs. Q1 2024
- Total value
- $6.96B
- −$1.67B (−19.4%) vs. Q1 2024
- New holders
- 40
- 81 more added
- Sold out
- 56
- 138 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 2,777 | $298.9K | 0.15% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,862 | $308.0K | 0.00% | +1,151+67.3% | Added |
| Park Avenue Securities LLC | 2,884 | $310.0K | 0.00% | +53+1.9% | Added |
| Confluence Investment Management LLC | 3,039 | $327.2K | 0.00% | −38−1.2% | Reduced |
| Wetherby Asset Management Inc | 3,108 | $334.6K | 0.02% | −101−3.1% | Reduced |
| Signaturefd, LLC | 3,137 | $337.7K | 0.01% | +56+1.8% | Added |
| Compass Group LLC | 3,200 | $344.5K | 0.26% | −4,800−60.0% | Reduced |
| Yousif Capital Management, LLC | 3,362 | $361.9K | 0.00% | −250−6.9% | Reduced |
| Wealth Alliance | 3,510 | $377.9K | 0.05% | +147+4.4% | Added |
| Atomi Financial Group, Inc. | 3,512 | $378.1K | 0.03% | −182−4.9% | Reduced |
| Man Group plc | 3,688 | $397.0K | 0.00% | +3,688 | New |
| Channing Global Advisors, LLC | 3,707 | $399.1K | 0.33% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,721 | $400.6K | 0.00% | +326+9.6% | Added |
| SIMA Wealth Partners, LLC | 3,721 | $400.6K | 0.38% | +3,721 | New |
| Provida Pension Fund Administrator | 3,790 | $408.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,841 | $413.5K | 0.00% | +2,640+219.8% | Added |
| Phraction Management LLC | 3,934 | $423.5K | 0.16% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,040 | $435.0K | 0.16% | +4,040 | New |
| Envestnet Portfolio Solutions, Inc. | 4,257 | $458.2K | 0.00% | −1,250−22.7% | Reduced |
| Prospera Financial Services Inc | 4,266 | $459.2K | 0.01% | −20.0% | Reduced |
| Pathstone Holdings, LLC | 4,382 | $471.7K | 0.00% | +10.0% | Added |
| Stephens Inc | 4,440 | $478.0K | 0.01% | −9−0.2% | Reduced |
| CI Private Wealth, LLC | 4,489 | $483.2K | 0.00% | +13+0.3% | Added |
| Frank, Rimerman Advisors LLC | 4,541 | $488.8K | 0.03% | +4,541 | New |
| Harbour Capital Advisors, LLC | 4,533 | $491.3K | 0.12% | −205−4.3% | Reduced |
| Wexford Capital LP | 4,649 | $500.5K | 0.13% | +2,205+90.2% | Added |
| Thrivent Financial for Lutherans | 4,742 | $510.0K | 0.00% | −2,945−38.3% | Reduced |
| Ronald Blue Trust, Inc. | 3,937 | $512.9K | 0.01% | +1,304+49.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,899 | $527.4K | 0.00% | −14,555−74.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,975 | $535.6K | 0.01% | −1,350−21.3% | Reduced |
| Triasima Portfolio Management inc. | 5,315 | $572.2K | 0.05% | −36,405−87.3% | Reduced |
| Rhumbline Advisers | 5,338 | $574.6K | 0.00% | −1,088−16.9% | Reduced |
| Sanctuary Advisors, LLC | 4,852 | $577.0K | 0.00% | +4,852 | New |
| Scientech Research LLC | 5,512 | $593.4K | 0.12% | +5,512 | New |
| Schechter Investment Advisors, LLC | 5,527 | $595.0K | 0.04% | −192−3.4% | Reduced |
| Brinker Capital Investments, LLC | 5,534 | $595.7K | 0.01% | −276−4.8% | Reduced |
| Orion Portfolio Solutions, LLC | 5,534 | $595.7K | 0.01% | −276−4.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,576 | $600.0K | 0.07% | +5,576 | New |
| Qtron Investments LLC | 5,673 | $610.7K | 0.09% | −13,714−70.7% | Reduced |
| LPL Financial LLC | 5,702 | $613.8K | 0.00% | −1,310−18.7% | Reduced |
| QRG Capital Management, Inc. | 5,761 | $620.2K | 0.01% | −13−0.2% | Reduced |
| Csenge Advisory Group | 5,780 | $622.3K | 0.04% | +1,042+22.0% | Added |
| O'Brien Greene & Co. Inc | 5,845 | $629.2K | 0.20% | +32+0.6% | Added |
| MML Investors Services, LLC | 5,892 | $634.0K | 0.00% | −5,365−47.7% | Reduced |
| Corsair Capital Management, L.P. | 5,891 | $634.2K | 0.18% | −42−0.7% | Reduced |
| Synovus Financial Corp | 6,079 | $654.5K | 0.01% | −593−8.9% | Reduced |
| Prudential Financial Inc | 6,114 | $658.1K | 0.00% | −614−9.1% | Reduced |
| Aigen Investment Management, LP | 6,133 | $660.2K | 0.13% | +6,133 | New |
| Jump Financial, LLC | 6,139 | $660.9K | 0.01% | +6,139 | New |
| Quadrant Capital Group LLC | 6,249 | $672.7K | 0.05% | +299+5.0% | Added |
| Squarepoint Ops LLC | 6,466 | $696.1K | 0.00% | −7,634−54.1% | Reduced |
| Beach Investment Counsel Inc | 6,550 | $705.0K | 0.09% | −5,607−46.1% | Reduced |
| Sequoia Financial Advisors, LLC | 6,606 | $711.1K | 0.01% | +647+10.9% | Added |
| JustInvest LLC | 6,699 | $716.7K | 0.01% | −303−4.3% | Reduced |
| Whittier Trust Co | 6,842 | $736.5K | 0.01% | +1,011+17.3% | Added |
| One Wealth Advisors, LLC | 6,734 | $753.0K | 0.16% | +99+1.5% | Added |
| Marks Group Wealth Management, Inc | 7,150 | $769.7K | 0.08% | −517−6.7% | Reduced |
| Vident Advisory, LLC | 7,173 | $772.2K | 0.02% | +1,672+30.4% | Added |
| Profund Advisors LLC | 7,243 | $779.7K | 0.03% | +226+3.2% | Added |
| Guggenheim Capital LLC | 7,304 | $786.3K | 0.01% | −453−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 7,358 | $792.1K | 0.00% | −297−3.9% | Reduced |
| State Street Corp | 7,637 | $822.1K | 0.00% | −7,800−50.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,404 | $904.0K | 0.00% | −36,410−81.2% | Reduced |
| Seven Eight Capital, LP | 8,557 | $921.2K | 0.10% | +8,557 | New |
| Regions Financial Corp | 8,708 | $937.4K | 0.01% | −245−2.7% | Reduced |
| Councilmark Asset Management, LLC | 8,870 | $954.9K | 0.68% | 00.0% | Unchanged |
| Cerity Partners LLC | 9,329 | $1.00M | 0.00% | −2,097−18.4% | Reduced |
| Engineers Gate Manager LP | 9,449 | $1.02M | 0.02% | +1,195+14.5% | Added |
| Bank of New York Mellon Corp | 9,459 | $1.02M | 0.00% | −53,887−85.1% | Reduced |
| HighTower Advisors, LLC | 9,577 | $1.03M | 0.00% | +5,594+140.4% | Added |
| Brandes Investment Partners, LP | 10,041 | $1.08M | 0.01% | +10,041 | New |
| GTS Securities LLC | 10,137 | $1.09M | 0.02% | −8,602−45.9% | Reduced |
| Ritholtz Wealth Management | 10,477 | $1.13M | 0.04% | −1,745−14.3% | Reduced |
| Ethic Inc. | 10,821 | $1.16M | 0.03% | −2,218−17.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 10,899 | $1.17M | 0.41% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,942 | $1.18M | 0.01% | −1,091−9.1% | Reduced |
| Stifel Financial Corp | 12,330 | $1.33M | 0.00% | −4,989−28.8% | Reduced |
| Pitcairn Co | 13,246 | $1.43M | 0.09% | +1,276+10.7% | Added |
| Oldfield Partners LLP | 13,300 | $1.43M | 0.27% | +100+0.8% | Added |
| Atria Investments LLC | 14,158 | $1.52M | 0.02% | −4,729−25.0% | Reduced |
| APG Asset Management N.V. | 15,254 | $1.53M | 0.00% | −79,506−83.9% | Reduced |
| Centiva Capital, LP | 14,555 | $1.57M | 0.08% | +14,555 | New |
| Pacer Advisors, Inc. | 14,659 | $1.58M | 0.00% | +14,659 | New |
| HSBC Holdings PLC | 15,408 | $1.66M | 0.00% | +1,513+10.9% | Added |
| Deltec Asset Management LLC | 15,600 | $1.68M | 0.32% | +1,850+13.5% | Added |
| ClearAlpha Technologies LP | 16,127 | $1.74M | 0.69% | +16,127 | New |
| Wells Fargo & Company | 16,669 | $1.79M | 0.00% | −741−4.3% | Reduced |
| Fayez Sarofim & Co | 17,132 | $1.84M | 0.00% | −32,570−65.5% | Reduced |
| Easterly Investment Partners LLC | 17,397 | $1.87M | 0.16% | +17,397 | New |
| Gluskin Sheff & Assoc Inc | 17,448 | $1.88M | 0.21% | −1,500−7.9% | Reduced |
| Flossbach Von Storch AG | 17,500 | $1.88M | 0.01% | +17,500 | New |
| Headlands Technologies LLC | 17,981 | $1.94M | 0.21% | +12,742+243.2% | Added |
| Assenagon Asset Management S.A. | 18,497 | $1.99M | 0.00% | −6,972−27.4% | Reduced |
| Cumberland Partners Ltd | 19,000 | $2.05M | 0.15% | +2,500+15.2% | Added |
| Penserra Capital Management LLC | 19,391 | $2.09M | 0.03% | −1,234−6.0% | Reduced |
| Capital Wealth Planning, LLC | 19,391 | $2.09M | 0.02% | −1,234−6.0% | Reduced |
| J. Safra Sarasin Holding AG | 19,548 | $2.10M | 0.04% | +19,548 | New |
| RSM US Wealth Management LLC | 19,703 | $2.14M | 0.04% | +19,703 | New |
| GFS Advisors, LLC | 4,200 | $2.15M | 0.35% | −15,800−79.0% | Reduced |
| Keybank National Association | 20,254 | $2.18M | 0.01% | −714−3.4% | Reduced |