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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 23,703 | $2.55M | 0.05% | −692−2.8% | Reduced |
| Captrust Financial Advisors | 23,251 | $2.50M | 0.01% | −345−1.5% | Reduced |
| Davenport & Co LLC | 22,772 | $2.45M | 0.02% | −1,735−7.1% | Reduced |
| Mariner, LLC | 22,123 | $2.38M | 0.00% | −665−2.9% | Reduced |
| FORA Capital, LLC | 21,168 | $2.28M | 0.28% | +21,168 | New |
| Creative Planning | 20,746 | $2.23M | 0.00% | −5,695−21.5% | Reduced |
| AQR Capital Management LLC | 20,567 | $2.21M | 0.00% | −22,062−51.8% | Reduced |
| Morningstar Investment Services LLC | 20,722 | $2.20M | 0.02% | −37,540−64.4% | Reduced |
| Capital Fund Management S.A. | 20,267 | $2.18M | 0.02% | +20,267 | New |
| Keybank National Association | 20,254 | $2.18M | 0.01% | −714−3.4% | Reduced |
| GFS Advisors, LLC | 4,200 | $2.15M | 0.35% | −15,800−79.0% | Reduced |
| RSM US Wealth Management LLC | 19,703 | $2.14M | 0.04% | +19,703 | New |
| J. Safra Sarasin Holding AG | 19,548 | $2.10M | 0.04% | +19,548 | New |
| Capital Wealth Planning, LLC | 19,391 | $2.09M | 0.02% | −1,234−6.0% | Reduced |
| Penserra Capital Management LLC | 19,391 | $2.09M | 0.03% | −1,234−6.0% | Reduced |
| Cumberland Partners Ltd | 19,000 | $2.05M | 0.15% | +2,500+15.2% | Added |
| Assenagon Asset Management S.A. | 18,497 | $1.99M | 0.00% | −6,972−27.4% | Reduced |
| Headlands Technologies LLC | 17,981 | $1.94M | 0.21% | +12,742+243.2% | Added |
| Flossbach Von Storch AG | 17,500 | $1.88M | 0.01% | +17,500 | New |
| Gluskin Sheff & Assoc Inc | 17,448 | $1.88M | 0.21% | −1,500−7.9% | Reduced |
| Easterly Investment Partners LLC | 17,397 | $1.87M | 0.16% | +17,397 | New |
| Fayez Sarofim & Co | 17,132 | $1.84M | 0.00% | −32,570−65.5% | Reduced |
| Wells Fargo & Company | 16,669 | $1.79M | 0.00% | −741−4.3% | Reduced |
| ClearAlpha Technologies LP | 16,127 | $1.74M | 0.69% | +16,127 | New |
| Deltec Asset Management LLC | 15,600 | $1.68M | 0.32% | +1,850+13.5% | Added |
| HSBC Holdings PLC | 15,408 | $1.66M | 0.00% | +1,513+10.9% | Added |
| Pacer Advisors, Inc. | 14,659 | $1.58M | 0.00% | +14,659 | New |
| Centiva Capital, LP | 14,555 | $1.57M | 0.08% | +14,555 | New |
| APG Asset Management N.V. | 15,254 | $1.53M | 0.00% | −79,506−83.9% | Reduced |
| Atria Investments LLC | 14,158 | $1.52M | 0.02% | −4,729−25.0% | Reduced |
| Oldfield Partners LLP | 13,300 | $1.43M | 0.27% | +100+0.8% | Added |
| Pitcairn Co | 13,246 | $1.43M | 0.09% | +1,276+10.7% | Added |
| Stifel Financial Corp | 12,330 | $1.33M | 0.00% | −4,989−28.8% | Reduced |
| Cresset Asset Management, LLC | 10,942 | $1.18M | 0.01% | −1,091−9.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 10,899 | $1.17M | 0.41% | 00.0% | Unchanged |
| Ethic Inc. | 10,821 | $1.16M | 0.03% | −2,218−17.0% | Reduced |
| Ritholtz Wealth Management | 10,477 | $1.13M | 0.04% | −1,745−14.3% | Reduced |
| GTS Securities LLC | 10,137 | $1.09M | 0.02% | −8,602−45.9% | Reduced |
| Brandes Investment Partners, LP | 10,041 | $1.08M | 0.01% | +10,041 | New |
| HighTower Advisors, LLC | 9,577 | $1.03M | 0.00% | +5,594+140.4% | Added |
| Bank of New York Mellon Corp | 9,459 | $1.02M | 0.00% | −53,887−85.1% | Reduced |
| Engineers Gate Manager LP | 9,449 | $1.02M | 0.02% | +1,195+14.5% | Added |
| Cerity Partners LLC | 9,329 | $1.00M | 0.00% | −2,097−18.4% | Reduced |
| Councilmark Asset Management, LLC | 8,870 | $954.9K | 0.68% | 00.0% | Unchanged |
| Regions Financial Corp | 8,708 | $937.4K | 0.01% | −245−2.7% | Reduced |
| Seven Eight Capital, LP | 8,557 | $921.2K | 0.10% | +8,557 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,404 | $904.0K | 0.00% | −36,410−81.2% | Reduced |
| State Street Corp | 7,637 | $822.1K | 0.00% | −7,800−50.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,358 | $792.1K | 0.00% | −297−3.9% | Reduced |
| Guggenheim Capital LLC | 7,304 | $786.3K | 0.01% | −453−5.8% | Reduced |
| Profund Advisors LLC | 7,243 | $779.7K | 0.03% | +226+3.2% | Added |
| Vident Advisory, LLC | 7,173 | $772.2K | 0.02% | +1,672+30.4% | Added |
| Marks Group Wealth Management, Inc | 7,150 | $769.7K | 0.08% | −517−6.7% | Reduced |
| One Wealth Advisors, LLC | 6,734 | $753.0K | 0.16% | +99+1.5% | Added |
| Whittier Trust Co | 6,842 | $736.5K | 0.01% | +1,011+17.3% | Added |
| JustInvest LLC | 6,699 | $716.7K | 0.01% | −303−4.3% | Reduced |
| Sequoia Financial Advisors, LLC | 6,606 | $711.1K | 0.01% | +647+10.9% | Added |
| Beach Investment Counsel Inc | 6,550 | $705.0K | 0.09% | −5,607−46.1% | Reduced |
| Squarepoint Ops LLC | 6,466 | $696.1K | 0.00% | −7,634−54.1% | Reduced |
| Quadrant Capital Group LLC | 6,249 | $672.7K | 0.05% | +299+5.0% | Added |
| Jump Financial, LLC | 6,139 | $660.9K | 0.01% | +6,139 | New |
| Aigen Investment Management, LP | 6,133 | $660.2K | 0.13% | +6,133 | New |
| Prudential Financial Inc | 6,114 | $658.1K | 0.00% | −614−9.1% | Reduced |
| Synovus Financial Corp | 6,079 | $654.5K | 0.01% | −593−8.9% | Reduced |
| Corsair Capital Management, L.P. | 5,891 | $634.2K | 0.18% | −42−0.7% | Reduced |
| MML Investors Services, LLC | 5,892 | $634.0K | 0.00% | −5,365−47.7% | Reduced |
| O'Brien Greene & Co. Inc | 5,845 | $629.2K | 0.20% | +32+0.6% | Added |
| Csenge Advisory Group | 5,780 | $622.3K | 0.04% | +1,042+22.0% | Added |
| QRG Capital Management, Inc. | 5,761 | $620.2K | 0.01% | −13−0.2% | Reduced |
| LPL Financial LLC | 5,702 | $613.8K | 0.00% | −1,310−18.7% | Reduced |
| Qtron Investments LLC | 5,673 | $610.7K | 0.09% | −13,714−70.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,576 | $600.0K | 0.07% | +5,576 | New |
| 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 |
| Schechter Investment Advisors, LLC | 5,527 | $595.0K | 0.04% | −192−3.4% | Reduced |
| Scientech Research LLC | 5,512 | $593.4K | 0.12% | +5,512 | New |
| Sanctuary Advisors, LLC | 4,852 | $577.0K | 0.00% | +4,852 | New |
| Rhumbline Advisers | 5,338 | $574.6K | 0.00% | −1,088−16.9% | Reduced |
| Triasima Portfolio Management inc. | 5,315 | $572.2K | 0.05% | −36,405−87.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,975 | $535.6K | 0.01% | −1,350−21.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,899 | $527.4K | 0.00% | −14,555−74.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,937 | $512.9K | 0.01% | +1,304+49.5% | Added |
| Thrivent Financial for Lutherans | 4,742 | $510.0K | 0.00% | −2,945−38.3% | Reduced |
| Wexford Capital LP | 4,649 | $500.5K | 0.13% | +2,205+90.2% | Added |
| Harbour Capital Advisors, LLC | 4,533 | $491.3K | 0.12% | −205−4.3% | Reduced |
| Frank, Rimerman Advisors LLC | 4,541 | $488.8K | 0.03% | +4,541 | New |
| CI Private Wealth, LLC | 4,489 | $483.2K | 0.00% | +13+0.3% | Added |
| Stephens Inc | 4,440 | $478.0K | 0.01% | −9−0.2% | Reduced |
| Pathstone Holdings, LLC | 4,382 | $471.7K | 0.00% | +10.0% | Added |
| Prospera Financial Services Inc | 4,266 | $459.2K | 0.01% | −20.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,257 | $458.2K | 0.00% | −1,250−22.7% | Reduced |
| Cordatus Wealth Management LLC | 4,040 | $435.0K | 0.16% | +4,040 | New |
| Phraction Management LLC | 3,934 | $423.5K | 0.16% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,841 | $413.5K | 0.00% | +2,640+219.8% | Added |
| Provida Pension Fund Administrator | 3,790 | $408.0K | 0.01% | 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 |
| Channing Global Advisors, LLC | 3,707 | $399.1K | 0.33% | 00.0% | Unchanged |
| Man Group plc | 3,688 | $397.0K | 0.00% | +3,688 | New |
| Atomi Financial Group, Inc. | 3,512 | $378.1K | 0.03% | −182−4.9% | Reduced |