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, Q3 2024
Institutional positions in Mexican Economic Development Inc as of Sep 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
- 314
- +9 vs. Q2 2024
- Shares held
- 65.3M
- +1.79M (+2.8%) vs. Q2 2024
- Total value
- $6.41B
- −$426.2M (−6.2%) vs. Q2 2024
- New holders
- 41
- 93 more added
- Sold out
- 32
- 117 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $593 | 0.00% | −2−25.0% | Reduced |
| Creative Financial Designs Inc | 7 | $691 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $790 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $987 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 21 | $2.07K | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 22 | $2.17K | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 23 | $2.27K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 28 | $2.76K | 0.00% | +28 | New |
| Rakuten Securities, Inc. | 35 | $3.46K | 0.00% | +1+2.9% | Added |
| SRS Capital Advisors, Inc. | 35 | $3.48K | 0.00% | −6−14.6% | Reduced |
| GAMMA Investing LLC | 51 | $5.03K | 0.00% | +12+30.8% | Added |
| Highline Wealth Partners LLC | 51 | $5.03K | 0.00% | +24+88.9% | Added |
| JFS Wealth Advisors, LLC | 54 | $5.33K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 60 | $5.92K | 0.00% | +60 | New |
| Eastern Bank | 62 | $6.12K | 0.00% | +62 | New |
| Arlington Trust Co LLC | 72 | $7.11K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 82 | $8.09K | 0.00% | −76−48.1% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $9.87K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $9.87K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 100 | $9.87K | 0.00% | +100 | New |
| Bryn Mawr Trust Co | 106 | $10.5K | 0.00% | +106 | New |
| LRI Investments, LLC | 119 | $10.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 107 | $11.0K | 0.00% | +107 | New |
| Voisard Asset Management Group, Inc. | 114 | $11.3K | 0.00% | +114 | New |
| Huntington National Bank | 117 | $11.5K | 0.00% | +58+98.3% | Added |
| Washington Trust Advisors, Inc. | 119 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 123 | $12.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 127 | $12.5K | 0.00% | +97+323.3% | Added |
| FinTrust Capital Advisors, LLC | 130 | $12.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 131 | $13.1K | 0.00% | +131 | New |
| Bessemer Group Inc | 138 | $14.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 146 | $14.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $14.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 160 | $15.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 167 | $16.5K | 0.00% | −54−24.4% | Reduced |
| Skopos Labs, Inc. | 186 | $18.4K | 0.01% | +186 | New |
| Allworth Financial LP | 201 | $19.8K | 0.00% | −11−5.2% | Reduced |
| Mather Group, LLC. | 206 | $20.3K | 0.00% | −54−20.8% | Reduced |
| Global Retirement Partners, LLC | 221 | $21.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 259 | $25.0K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 269 | $26.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 273 | $26.9K | 0.00% | −17−5.9% | Reduced |
| Lindbrook Capital, LLC | 305 | $30.1K | 0.00% | −19−5.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 430 | $41.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 429 | $42.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 465 | $45.9K | 0.00% | −195−29.5% | Reduced |
| Alpine Bank Wealth Management | 474 | $46.8K | 0.01% | +474 | New |
| Bartlett & Co. Wealth Management LLC | 525 | $51.8K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 560 | $55.0K | 0.00% | +560 | New |
| Rosenberg Matthew Hamilton | 582 | $57.4K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 601 | $59.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 601 | $59.3K | 0.00% | −166−21.6% | Reduced |
| CWM, LLC | 606 | $60.0K | 0.00% | −350−36.6% | Reduced |
| Umb Bank N A | 684 | $67.5K | 0.00% | −32−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 728 | $71.9K | 0.00% | −496−40.5% | Reduced |
| Van Eck Associates Corp | 802 | $78.0K | 0.00% | +306+61.7% | Added |
| Trust Co of Vermont | 800 | $79.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 899 | $88.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 982 | $96.9K | 0.00% | +12+1.2% | Added |
| First Horizon Advisors, Inc. | 1,083 | $106.9K | 0.00% | −25−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,200 | $118.5K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,300 | $128.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,434 | $141.6K | 0.12% | 00.0% | Unchanged |
| State of Wyoming | 1,567 | $154.7K | 0.02% | +810+107.0% | Added |
| Sit Investment Associates Inc | 1,575 | $155.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $155.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,689 | $166.0K | 0.01% | +1,689 | New |
| Compass Group LLC | 1,703 | $168.1K | 0.85% | −1,497−46.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,773 | $175.0K | 0.00% | −259−12.7% | Reduced |
| Group One Trading, L.P. | 1,800 | $177.7K | 0.01% | +1,800 | New |
| TD Private Client Wealth LLC | 1,921 | $189.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,044 | $201.8K | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,117 | $209.0K | 0.00% | +2,117 | New |
| GTS Securities LLC | 2,133 | $210.5K | 0.00% | −8,004−79.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,163 | $215.0K | 0.00% | +16+0.7% | Added |
| Thrivent Financial for Lutherans | 2,248 | $222.0K | 0.00% | −2,494−52.6% | Reduced |
| Fielder Capital Group LLC | 2,251 | $222.2K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,316 | $229.0K | 0.00% | +381+19.7% | Added |
| Greenleaf Trust | 2,395 | $236.4K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,419 | $238.8K | 0.14% | −73−2.9% | Reduced |
| RFG Advisory, LLC | 2,450 | $241.8K | 0.01% | −75−3.0% | Reduced |
| Atomi Financial Group, Inc. | 2,466 | $243.4K | 0.02% | −1,046−29.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,479 | $244.7K | 0.01% | +204+9.0% | Added |
| Victory Capital Management Inc | 2,544 | $251.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,613 | $258.0K | 0.00% | −249−8.7% | Reduced |
| Janney Montgomery Scott LLC | 2,608 | $258.0K | 0.00% | −28−1.1% | Reduced |
| Smartleaf Asset Management LLC | 2,648 | $263.2K | 0.03% | +2,008+313.8% | Added |
| Peapack Gladstone Financial Corp | 2,679 | $264.0K | 0.00% | +3+0.1% | Added |
| Baron Wealth Management LLC | 2,777 | $274.1K | 0.13% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,797 | $276.1K | 0.00% | +2,797 | New |
| Two Sigma Securities, LLC | 2,860 | $282.3K | 0.02% | +2,860 | New |
| Summitry LLC | 2,867 | $283.0K | 0.01% | +137+5.0% | Added |
| Kestra Advisory Services, LLC | 2,883 | $284.6K | 0.00% | +299+11.6% | Added |
| Wetherby Asset Management Inc | 2,966 | $292.8K | 0.01% | −142−4.6% | Reduced |
| Franklin Resources Inc | 2,992 | $295.2K | 0.00% | −729−19.6% | Reduced |
| Signaturefd, LLC | 3,047 | $300.8K | 0.01% | −90−2.9% | Reduced |