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 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,510 | $377.9K | 0.05% | +147+4.4% | Added |
| Yousif Capital Management, LLC | 3,362 | $361.9K | 0.00% | −250−6.9% | Reduced |
| Compass Group LLC | 3,200 | $344.5K | 0.26% | −4,800−60.0% | Reduced |
| Signaturefd, LLC | 3,137 | $337.7K | 0.01% | +56+1.8% | Added |
| Wetherby Asset Management Inc | 3,108 | $334.6K | 0.02% | −101−3.1% | Reduced |
| Confluence Investment Management LLC | 3,039 | $327.2K | 0.00% | −38−1.2% | Reduced |
| Park Avenue Securities LLC | 2,884 | $310.0K | 0.00% | +53+1.9% | Added |
| SG Americas Securities, LLC | 2,862 | $308.0K | 0.00% | +1,151+67.3% | Added |
| Baron Wealth Management LLC | 2,777 | $298.9K | 0.15% | 00.0% | Unchanged |
| Summitry LLC | 2,730 | $293.9K | 0.02% | +682+33.3% | Added |
| Peapack Gladstone Financial Corp | 2,676 | $288.0K | 0.00% | −97−3.5% | Reduced |
| Janney Montgomery Scott LLC | 2,636 | $284.0K | 0.00% | −53−2.0% | Reduced |
| Kestra Advisory Services, LLC | 2,584 | $278.2K | 0.00% | +404+18.5% | Added |
| Victory Capital Management Inc | 2,544 | $273.9K | 0.00% | −243,236−99.0% | Reduced |
| Fox Run Management, L.L.C. | 2,533 | $272.7K | 0.05% | +2,533 | New |
| RFG Advisory, LLC | 2,525 | $271.8K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 2,499 | $269.0K | 0.00% | +2,499 | New |
| EntryPoint Capital, LLC | 2,492 | $268.3K | 0.12% | +2,492 | New |
| Greenleaf Trust | 2,395 | $257.8K | 0.00% | −9−0.4% | Reduced |
| Diversify Advisory Services, LLC | 2,216 | $248.9K | 0.01% | −4,020−64.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,275 | $244.9K | 0.01% | +449+24.6% | Added |
| Fielder Capital Group LLC | 2,251 | $242.3K | 0.09% | +2,251 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,147 | $227.9K | 0.00% | +2,147 | New |
| Lester Murray Antman dba SimplyRich | 2,088 | $224.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,044 | $220.0K | 0.03% | −3−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,032 | $218.8K | 0.00% | −801−28.3% | Reduced |
| Mercer Global Advisors Inc | 2,010 | $216.4K | 0.00% | −231−10.3% | Reduced |
| HBK Sorce Advisory LLC | 2,010 | $216.4K | 0.01% | −90−4.3% | Reduced |
| Klingenstein Fields & Co LP | 2,010 | $216.4K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 1,991 | $214.3K | 0.01% | +338+20.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,935 | $208.0K | 0.00% | −624−24.4% | Reduced |
| TD Private Client Wealth LLC | 1,921 | $206.8K | 0.01% | −136−6.6% | Reduced |
| MAI Capital Management | 1,910 | $205.6K | 0.00% | −37−1.9% | Reduced |
| Riverbridge Partners LLC | 1,892 | $203.7K | 0.00% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,879 | $202.3K | 0.07% | −29−1.5% | Reduced |
| Sit Investment Associates Inc | 1,575 | $170.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $169.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,542 | $166.0K | 0.01% | +1,542 | New |
| Barometer Capital Management Inc. | 1,535 | $163.8K | 0.06% | +1,535 | New |
| Contravisory Investment Management, Inc. | 1,516 | $163.2K | 0.04% | +1,516 | New |
| Riverview Trust Co | 1,434 | $154.4K | 0.15% | 00.0% | Unchanged |
| Natixis | 1,300 | $139.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,224 | $135.0K | 0.01% | −55−4.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,200 | $129.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,108 | $119.4K | 0.00% | −14−1.2% | Reduced |
| Principal Securities, Inc. | 970 | $104.4K | 0.00% | −2,183−69.2% | Reduced |
| CWM, LLC | 956 | $103.0K | 0.00% | +213+28.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 899 | $96.8K | 0.00% | −470−34.3% | Reduced |
| Trust Co of Vermont | 800 | $86.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 767 | $82.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 757 | $81.5K | 0.01% | −43−5.4% | Reduced |
| Umb Bank N A | 716 | $77.1K | 0.00% | −18−2.5% | Reduced |
| Parallel Advisors, LLC | 660 | $71.1K | 0.00% | −122−15.6% | Reduced |
| Smartleaf Asset Management LLC | 640 | $67.9K | 0.01% | +356+125.4% | Added |
| Atlas Capital Advisors LLC | 601 | $64.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 582 | $63.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 525 | $56.5K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 496 | $53.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 430 | $50.8K | 0.00% | +430 | New |
| Pinnacle Bancorp, Inc. | 429 | $46.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 324 | $34.9K | 0.00% | −15−4.4% | Reduced |
| Mather Group, LLC. | 260 | $33.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 290 | $31.2K | 0.00% | +14+5.1% | Added |
| Operose Advisors LLC | 269 | $29.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 259 | $28.0K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 212 | $24.7K | 0.00% | +11+5.5% | Added |
| Global Retirement Partners, LLC | 221 | $23.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 221 | $23.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 160 | $17.3K | 0.00% | −7−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 158 | $17.0K | 0.00% | +62+64.6% | Added |
| Federation des caisses Desjardins du Quebec | 151 | $16.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 146 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 138 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 137 | $14.7K | 0.00% | −329−70.6% | Reduced |
| FinTrust Capital Advisors, LLC | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 123 | $13.2K | 0.01% | −167−57.6% | Reduced |
| Washington Trust Advisors, Inc. | 119 | $12.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 119 | $12.8K | 0.00% | +119 | New |
| Financial Perspectives, Inc | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $10.8K | 0.00% | +100 | New |
| Smithfield Trust Co | 82 | $9.00K | 0.00% | −12−12.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 81 | $8.72K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 77 | $8.35K | 0.00% | −3,509−97.9% | Reduced |
| Arlington Trust Co LLC | 72 | $7.75K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 62 | $6.67K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 59 | $6.35K | 0.00% | −68−53.5% | Reduced |
| Citadel Advisors LLC | 55 | $5.92K | 0.00% | −34,410−99.8% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $5.81K | 0.00% | −11−16.9% | Reduced |
| Central Trust Co | 50 | $5.38K | 0.00% | +50 | New |
| Opal Wealth Advisors, LLC | 46 | $4.95K | 0.00% | +46 | New |
| SRS Capital Advisors, Inc. | 41 | $4.40K | 0.00% | +6+17.1% | Added |
| GAMMA Investing LLC | 39 | $4.20K | 0.00% | −35−47.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 38 | $4.00K | 0.00% | −5−11.6% | Reduced |
| Rakuten Securities, Inc. | 34 | $3.66K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 30 | $3.23K | 0.00% | +5+20.0% | Added |
| IFP Advisors, Inc | 29 | $3.12K | 0.00% | −234−89.0% | Reduced |
| Highline Wealth Partners LLC | 27 | $2.91K | 0.00% | +27 | New |
| Sunbelt Securities, Inc. | 23 | $2.48K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $1.94K | 0.00% | −50−73.5% | Reduced |