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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 3,050 | $301.0K | 0.00% | −6,527−68.2% | Reduced |
| Confluence Investment Management LLC | 3,052 | $301.3K | 0.00% | +13+0.4% | Added |
| International Assets Investment Management, LLC | 30,304 | $307.0K | 0.00% | +30,304 | New |
| NewEdge Wealth, LLC | 3,153 | $311.2K | 0.01% | +3,153 | New |
| QRG Capital Management, Inc. | 3,155 | $311.4K | 0.00% | −2,606−45.2% | Reduced |
| Yousif Capital Management, LLC | 3,237 | $319.5K | 0.00% | −125−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 3,471 | $343.0K | 0.00% | +3,471 | New |
| Deltec Asset Management LLC | 3,600 | $355.4K | 0.07% | −12,000−76.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,641 | $359.4K | 0.00% | −1,334−26.8% | Reduced |
| SIMA Wealth Partners, LLC | 3,721 | $367.3K | 0.32% | 00.0% | Unchanged |
| Wealth Alliance | 3,725 | $367.7K | 0.04% | +215+6.1% | Added |
| MQS Management LLC | 3,739 | $369.1K | 0.21% | +3,739 | New |
| Provida Pension Fund Administrator | 3,790 | $374.1K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,871 | $382.1K | 0.00% | −386−9.1% | Reduced |
| Phraction Management LLC | 3,934 | $388.3K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,946 | $389.5K | 0.00% | +105+2.7% | Added |
| Henshaw Capital LLC | 4,013 | $396.1K | 0.02% | +4,013 | New |
| Cordatus Wealth Management LLC | 4,040 | $399.0K | 0.14% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 4,153 | $410.0K | 0.00% | −229−5.2% | Reduced |
| Prospera Financial Services Inc | 4,252 | $419.7K | 0.01% | −14−0.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,345 | $428.0K | 0.12% | +2,257+108.1% | Added |
| Sanctuary Advisors, LLC | 4,960 | $432.2K | 0.00% | +108+2.2% | Added |
| Harbour Capital Advisors, LLC | 4,454 | $437.8K | 0.10% | −79−1.7% | Reduced |
| Stephens Inc | 4,444 | $438.7K | 0.01% | +4+0.1% | Added |
| CI Private Wealth, LLC | 4,461 | $440.3K | 0.00% | −28−0.6% | Reduced |
| Frank, Rimerman Advisors LLC | 4,541 | $448.2K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,741 | $468.0K | 0.00% | −158−3.2% | Reduced |
| Fox Run Management, L.L.C. | 4,864 | $480.1K | 0.11% | +2,331+92.0% | Added |
| APG Asset Management N.V. | 5,454 | $482.4K | 0.00% | −9,800−64.2% | Reduced |
| State Street Corp | 5,037 | $497.2K | 0.00% | −2,600−34.0% | Reduced |
| Rhumbline Advisers | 5,338 | $526.9K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,477 | $540.6K | 0.04% | −50−0.9% | Reduced |
| O'Brien Greene & Co. Inc | 5,485 | $541.5K | 0.17% | −360−6.2% | Reduced |
| Brinker Capital Investments, LLC | 5,571 | $549.9K | 0.01% | +37+0.7% | Added |
| Orion Portfolio Solutions, LLC | 5,571 | $549.9K | 0.01% | +37+0.7% | Added |
| Qtron Investments LLC | 5,673 | $560.0K | 0.08% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 5,891 | $581.5K | 0.14% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,910 | $583.4K | 0.00% | −204−3.3% | Reduced |
| MML Investors Services, LLC | 5,993 | $592.0K | 0.00% | +101+1.7% | Added |
| Quadrant Capital Group LLC | 6,076 | $599.8K | 0.04% | −173−2.8% | Reduced |
| Sequoia Financial Advisors, LLC | 6,255 | $617.4K | 0.01% | −351−5.3% | Reduced |
| Cidel Asset Management Inc | 6,451 | $636.8K | 0.04% | −160,915−96.1% | Reduced |
| Beach Investment Counsel Inc | 6,550 | $647.0K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,564 | $647.9K | 0.02% | −679−9.4% | Reduced |
| Quantbot Technologies LP | 6,687 | $660.1K | 0.03% | +5,145+333.7% | Added |
| Marks Group Wealth Management, Inc | 6,766 | $667.9K | 0.06% | −384−5.4% | Reduced |
| One Wealth Advisors, LLC | 6,792 | $670.4K | 0.10% | +58+0.9% | Added |
| Whittier Trust Co | 6,863 | $677.4K | 0.01% | +21+0.3% | Added |
| Mirabella Financial Services LLP | 6,902 | $681.3K | 0.04% | +6,902 | New |
| The PNC Financial Services Group, Inc. | 7,041 | $695.1K | 0.00% | −317−4.3% | Reduced |
| JustInvest LLC | 7,048 | $695.7K | 0.01% | +349+5.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,265 | $717.1K | 0.04% | +7,265 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,304 | $721.0K | 0.00% | −1,100−13.1% | Reduced |
| Ronald Blue Trust, Inc. | 6,738 | $725.3K | 0.01% | +2,801+71.1% | Added |
| Denali Advisors LLC | 7,374 | $727.9K | 0.08% | +7,374 | New |
| Balyasny Asset Management LLC | 7,382 | $728.7K | 0.00% | −23,049−75.7% | Reduced |
| LPL Financial LLC | 7,431 | $733.5K | 0.00% | +1,729+30.3% | Added |
| Guggenheim Capital LLC | 7,788 | $768.8K | 0.01% | +484+6.6% | Added |
| CAPROCK Group, Inc. | 7,905 | $780.4K | 0.03% | +7,905 | New |
| Vident Advisory, LLC | 7,987 | $788.5K | 0.02% | +814+11.3% | Added |
| Brandes Investment Partners, LP | 8,421 | $831.3K | 0.01% | −1,620−16.1% | Reduced |
| Councilmark Asset Management, LLC | 8,870 | $875.6K | 0.59% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 8,957 | $884.1K | 0.03% | −1,520−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 9,056 | $893.9K | 0.02% | +8,919+6,510.2% | Added |
| Bank of New York Mellon Corp | 9,230 | $911.1K | 0.00% | −229−2.4% | Reduced |
| Cerity Partners LLC | 9,520 | $939.8K | 0.00% | +191+2.0% | Added |
| Regions Financial Corp | 10,061 | $993.1K | 0.01% | +1,353+15.5% | Added |
| Cresset Asset Management, LLC | 10,595 | $1.05M | 0.00% | −347−3.2% | Reduced |
| AQR Capital Management LLC | 10,605 | $1.05M | 0.00% | −9,962−48.4% | Reduced |
| Engineers Gate Manager LP | 10,870 | $1.07M | 0.02% | +1,421+15.0% | Added |
| J. Safra Sarasin Holding AG | 11,716 | $1.16M | 0.02% | −7,832−40.1% | Reduced |
| Pitcairn Co | 11,994 | $1.18M | 0.07% | −1,252−9.5% | Reduced |
| Synovus Financial Corp | 12,192 | $1.20M | 0.01% | +6,113+100.6% | Added |
| Stifel Financial Corp | 12,479 | $1.23M | 0.00% | +149+1.2% | Added |
| Centiva Capital, LP | 12,547 | $1.24M | 0.06% | −2,008−13.8% | Reduced |
| Ramirez Asset Management, Inc. | 12,796 | $1.26M | 0.24% | +12,796 | New |
| Capital Wealth Planning, LLC | 13,273 | $1.31M | 0.01% | −6,118−31.6% | Reduced |
| Headlands Technologies LLC | 13,380 | $1.32M | 0.15% | −4,601−25.6% | Reduced |
| Oldfield Partners LLP | 13,400 | $1.32M | 0.28% | +100+0.8% | Added |
| HSBC Holdings PLC | 13,631 | $1.35M | 0.00% | −1,777−11.5% | Reduced |
| Atria Investments LLC | 13,865 | $1.37M | 0.02% | −293−2.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 13,899 | $1.37M | 0.46% | +3,000+27.5% | Added |
| National Bank of Canada | 14,458 | $1.43M | 0.00% | −202,308−93.3% | Reduced |
| Sarasin & Partners LLP | 15,000 | $1.48M | 0.01% | −51,077−77.3% | Reduced |
| Pacer Advisors, Inc. | 15,506 | $1.53M | 0.00% | +847+5.8% | Added |
| Aigen Investment Management, LP | 16,800 | $1.66M | 0.33% | +10,667+173.9% | Added |
| Fayez Sarofim & Co | 17,132 | $1.69M | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 13,039 | $1.70M | 0.04% | +2,218+20.5% | Added |
| Gluskin Sheff & Assoc Inc | 17,448 | $1.72M | 0.20% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 17,923 | $1.77M | 0.16% | +9,366+109.5% | Added |
| Keybank National Association | 18,656 | $1.84M | 0.01% | −1,598−7.9% | Reduced |
| Crossmark Global Holdings, Inc. | 18,665 | $1.84M | 0.03% | −5,038−21.3% | Reduced |
| Creative Planning | 18,963 | $1.87M | 0.00% | −1,783−8.6% | Reduced |
| RSM US Wealth Management LLC | 18,824 | $1.88M | 0.03% | −879−4.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,404 | $1.92M | 0.02% | +19,404 | New |
| FORA Capital, LLC | 19,478 | $1.92M | 0.23% | −1,690−8.0% | Reduced |
| Aquatic Capital Management LLC | 19,800 | $1.95M | 0.05% | +19,800 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,680 | $2.04M | 0.01% | +20,680 | New |
| Arrowstreet Capital, Limited Partnership | 410,366 | $2.06M | 0.00% | +318,329+345.9% | Added |
| Dynamic Technology Lab Private Ltd | 20,872 | $2.06M | 0.22% | +15,296+274.3% | Added |