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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 20,267 | $2.18M | 0.02% | +20,267 | New |
| Morningstar Investment Services LLC | 20,722 | $2.20M | 0.02% | −37,540−64.4% | Reduced |
| AQR Capital Management LLC | 20,567 | $2.21M | 0.00% | −22,062−51.8% | Reduced |
| Creative Planning | 20,746 | $2.23M | 0.00% | −5,695−21.5% | Reduced |
| FORA Capital, LLC | 21,168 | $2.28M | 0.28% | +21,168 | New |
| Mariner, LLC | 22,123 | $2.38M | 0.00% | −665−2.9% | Reduced |
| Davenport & Co LLC | 22,772 | $2.45M | 0.02% | −1,735−7.1% | Reduced |
| Captrust Financial Advisors | 23,251 | $2.50M | 0.01% | −345−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 23,703 | $2.55M | 0.05% | −692−2.8% | Reduced |
| Ruffer LLP | 24,000 | $2.58M | 0.11% | −3,000−11.1% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 24,105 | $2.59M | 2.30% | +5,505+29.6% | Added |
| Truist Financial Corp | 24,571 | $2.65M | 0.00% | −2,910−10.6% | Reduced |
| Madison Asset Management, LLC | 25,060 | $2.70M | 0.03% | +4,735+23.3% | Added |
| Moran Wealth Management, LLC | 25,735 | $2.77M | 0.09% | +212+0.8% | Added |
| Bank of Montreal | 27,285 | $2.98M | 0.00% | +729+2.7% | Added |
| Manning & Napier Advisors LLC | 27,808 | $2.99M | 0.03% | +27,808 | New |
| Solstein Capital, LLC | 28,372 | $3.05M | 1.99% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 29,728 | $3.20M | 0.00% | +29,728 | New |
| Balyasny Asset Management LLC | 30,431 | $3.28M | 0.01% | +30,431 | New |
| Fifth Third Bancorp | 32,095 | $3.46M | 0.01% | −2,974−8.5% | Reduced |
| Neuberger Berman Group LLC | 32,168 | $3.46M | 0.00% | −1,067−3.2% | Reduced |
| Marathon Capital Management | 34,495 | $3.71M | 0.95% | +34,495 | New |
| Cary Street Partner Investment Advisory LLC | 36,803 | $3.96M | 0.16% | −351−0.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 38,296 | $4.12M | 0.72% | −4,196−9.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 39,931 | $4.30M | 0.04% | −4,243−9.6% | Reduced |
| Barclays PLC | 40,503 | $4.36M | 0.00% | −96,481−70.4% | Reduced |
| MMBG Investment Advisors Co. | 41,723 | $4.49M | 0.48% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 43,446 | $4.68M | 0.70% | +140+0.3% | Added |
| Portland Global Advisors LLC | 43,974 | $4.73M | 0.64% | +3,129+7.7% | Added |
| Marshall Wace, LLP | 44,036 | $4.74M | 0.01% | +26,934+157.5% | Added |
| Acadian Asset Management LLC | 46,016 | $4.95M | 0.02% | −97,386−67.9% | Reduced |
| Jarislowsky, Fraser Ltd | 46,497 | $5.01M | 0.03% | −10,550−18.5% | Reduced |
| Oppenheimer Asset Management Inc. | 49,063 | $5.28M | 0.07% | −602−1.2% | Reduced |
| Vanguard Group Inc | 50,247 | $5.41M | 0.00% | −951−1.9% | Reduced |
| Renaissance Group LLC | 53,904 | $5.80M | 0.23% | −1,833−3.3% | Reduced |
| Deutsche Bank AG | 54,922 | $5.91M | 0.00% | −6,100−10.0% | Reduced |
| Natixis Advisors, L.P. | 58,732 | $6.32M | 0.01% | −793−1.3% | Reduced |
| Jane Street Group, LLC | 59,993 | $6.46M | 0.01% | +50,929+561.9% | Added |
| Walleye Trading LLC | 60,957 | $6.56M | 0.13% | +60,957 | New |
| Sarasin & Partners LLP | 66,077 | $7.11M | 0.06% | −119,276−64.4% | Reduced |
| US Bancorp | 69,987 | $7.53M | 0.01% | +5,460+8.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 75,365 | $8.11M | 0.09% | +33,846+81.5% | Added |
| ABS Direct Equity Fund LLC | 84,000 | $9.04M | 10.16% | +12,800+18.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 85,318 | $9.18M | 0.04% | +22,639+36.1% | Added |
| Janney Capital Management LLC | 86,631 | $9.33M | 0.66% | −283−0.3% | Reduced |
| Barings LLC | 86,893 | $9.35M | 0.23% | +4,557+5.5% | Added |
| Arrowstreet Capital, Limited Partnership | 92,037 | $9.91M | 0.01% | −75,060−44.9% | Reduced |
| Levin Capital Strategies, L.P. | 95,590 | $10.3M | 1.09% | −4,393−4.4% | Reduced |
| Ameriprise Financial Inc | 102,529 | $11.0M | 0.00% | −389−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 104,726 | $11.3M | 0.12% | +130.0% | Added |
| Qube Research & Technologies Ltd | 105,146 | $11.3M | 0.02% | +48,809+86.6% | Added |
| Russell Investments Group, Ltd. | 130,142 | $13.9M | 0.02% | +11,624+9.8% | Added |
| STRS Ohio | 140,000 | $15.1M | 0.06% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 146,600 | $15.8M | 0.02% | +108,000+279.8% | Added |
| BNP Paribas Arbitrage, SA | 157,118 | $16.9M | 0.02% | +127,403+428.7% | Added |
| Cidel Asset Management Inc | 167,366 | $18.0M | 1.39% | −893−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 183,798 | $19.8M | 0.09% | −61,702−25.1% | Reduced |
| Invesco Ltd. | 190,078 | $20.5M | 0.00% | +36,397+23.7% | Added |
| INCA Investments LLC | 210,151 | $22.6M | 9.57% | −25,410−10.8% | Reduced |
| UBS Group AG | 217,281 | $23.4M | 0.01% | +23,068+11.9% | Added |
| National Bank of Canada | 216,766 | $23.5M | 0.04% | +101,500+88.1% | Added |
| Millennium Management LLC | 222,464 | $23.9M | 0.02% | +189,632+577.6% | Added |
| Gabelli Funds LLC | 226,200 | $24.4M | 0.18% | −1,500−0.7% | Reduced |
| Cook & Bynum Capital Management, LLC | 248,007 | $26.7M | 20.32% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 248,643 | $26.8M | 1.54% | +69,613+38.9% | Added |
| Dimensional Fund Advisors LP | 260,476 | $28.0M | 0.01% | +1,773+0.7% | Added |
| CIBC Private Wealth Group, LLC | 259,492 | $28.5M | 0.05% | +4,951+1.9% | Added |
| American Century Companies Inc | 284,216 | $30.6M | 0.02% | −5,944−2.0% | Reduced |
| Northern Trust Corp | 285,182 | $30.7M | 0.01% | −2,208−0.8% | Reduced |
| Envestnet Asset Management Inc | 286,289 | $30.8M | 0.01% | −27,937−8.9% | Reduced |
| Carrhae Capital LLP | 301,496 | $32.5M | 5.31% | +95,126+46.1% | Added |
| LTS One Management LP | 302,000 | $32.5M | 10.82% | −43,000−12.5% | Reduced |
| BlackRock Inc. | 314,601 | $33.9M | 0.00% | −126,267−28.6% | Reduced |
| Sustainable Growth Advisers, LP | 328,535 | $35.4M | 0.16% | −107,371−24.6% | Reduced |
| Northcape Capital Pty Ltd | 343,044 | $36.9M | 5.49% | +7,638+2.3% | Added |
| Lazard Asset Management LLC | 349,639 | $37.6M | 0.05% | −38,760−10.0% | Reduced |
| USS Investment Management Ltd | 393,282 | $42.3M | 0.34% | 00.0% | Unchanged |
| Corvex Management LP | 405,150 | $43.6M | 2.06% | +86,000+26.9% | Added |
| Goldman Sachs Group Inc | 405,586 | $43.7M | 0.01% | +12,018+3.1% | Added |
| Price T Rowe Associates Inc | 416,772 | $44.9M | 0.01% | +328,974+374.7% | Added |
| Altrinsic Global Advisors LLC | 460,553 | $49.6M | 2.21% | −95,210−17.1% | Reduced |
| FMR LLC | 467,045 | $50.3M | 0.00% | −589,559−55.8% | Reduced |
| Employees Retirement System of Texas | 471,096 | $50.7M | 0.48% | +184,000+64.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 472,200 | $50.8M | 0.15% | +416,000+740.2% | Added |
| SEI Investments Co | 494,914 | $53.3M | 0.08% | −39,678−7.4% | Reduced |
| Comgest Global Investors S.A.S. | 567,528 | $61.1M | 0.84% | −268,245−32.1% | Reduced |
| Amundi | 584,302 | $61.6M | 0.02% | +2,129+0.4% | Added |
| Robeco Institutional Asset Management B.V. | 667,317 | $71.8M | 0.15% | −170,767−20.4% | Reduced |
| Axiom Investors LLC | 671,463 | $72.3M | 0.63% | −30,170−4.3% | Reduced |
| Perpetual Ltd | 682,535 | $73.5M | 0.80% | +109,758+19.2% | Added |
| Citigroup Inc | 737,949 | $79.4M | 0.08% | −1,124,008−60.4% | Reduced |
| La Financiere de L'Echiquier | 776,241 | $83.6M | 3.64% | +140,309+22.1% | Added |
| Samlyn Capital, LLC | 777,215 | $83.7M | 1.44% | −91,123−10.5% | Reduced |
| Macquarie Group Ltd | 853,208 | $91.8M | 0.11% | +36,170+4.4% | Added |
| Bank of America Corp | 877,019 | $94.4M | 0.01% | +366,402+71.8% | Added |
| Black Creek Investment Management Inc. | 906,798 | $97.6M | 3.63% | +121,800+15.5% | Added |
| Antipodes Partners Ltd | 913,752 | $98.4M | 3.57% | −31,739−3.4% | Reduced |
| Hawk Ridge Capital Management LP | 947,386 | $102.0M | 4.39% | +26,341+2.9% | Added |
| Itau Unibanco Holding S.A. | 1,289,286 | $134.0M | 5.51% | −75,881−5.6% | Reduced |
| Standard Life Aberdeen plc | 1,644,729 | $177.1M | 0.34% | −479,277−22.6% | Reduced |