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, Q4 2024
Institutional positions in Mexican Economic Development Inc as of Dec 31, 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
- 290
- −20 vs. Q3 2024
- Shares held
- 67.6M
- +2.34M (+3.6%) vs. Q3 2024
- Total value
- $5.78B
- −$626.8M (−9.8%) vs. Q3 2024
- New holders
- 34
- 87 more added
- Sold out
- 54
- 126 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 2 | $171 | 0.00% | −36,222−100.0% | Reduced |
| Transce3nd, LLC | 2 | $175 | 0.00% | +2 | New |
| High Note Wealth, LLC | 3 | $256 | 0.00% | +3 | New |
| Abound Wealth Management | 6 | $513 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $598 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $599 | 0.00% | −1−12.5% | Reduced |
| Raffa Wealth Management, LLC | 10 | $855 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $940 | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 11 | $941 | 0.00% | +11 | New |
| Aventura Private Wealth, LLC | 13 | $1.11K | 0.00% | +13 | New |
| Glass Jacobson Investment Advisors llc | 13 | $1.11K | 0.00% | +13 | New |
| Northwestern Mutual Wealth Management Co | 16 | $1.37K | 0.00% | −66−80.5% | Reduced |
| Synergy Financial Management, LLC | 19 | $1.88K | 0.00% | +19 | New |
| Sunbelt Securities, Inc. | 23 | $1.96K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 25 | $2.14K | 0.00% | +4+19.0% | Added |
| Rakuten Securities, Inc. | 34 | $2.91K | 0.00% | −1−2.9% | Reduced |
| SRS Capital Advisors, Inc. | 36 | $3.04K | 0.00% | +1+2.9% | Added |
| Fortitude Family Office, LLC | 39 | $3.33K | 0.00% | +17+77.3% | Added |
| Huntington National Bank | 43 | $3.68K | 0.00% | −74−63.2% | Reduced |
| Sierra Ocean, LLC | 51 | $4.39K | 0.00% | +51 | New |
| JFS Wealth Advisors, LLC | 54 | $4.62K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $5.04K | 0.00% | +8+15.7% | Added |
| Eastern Bank | 62 | $5.30K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 72 | $6.16K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 75 | $6.41K | 0.00% | +24+47.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 81 | $6.92K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 86 | $7.33K | 0.00% | −1,105,649−100.0% | Reduced |
| Capital Analysts, LLC | 91 | $8.00K | 0.00% | −16−15.0% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $8.55K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $8.55K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 100 | $8.55K | 0.01% | +40+66.7% | Added |
| Bryn Mawr Trust Co | 105 | $8.98K | 0.00% | −1−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 110 | $9.40K | 0.00% | −8,946−98.8% | Reduced |
| Cape Investment Advisory, Inc. | 114 | $9.75K | 0.00% | −9−7.3% | Reduced |
| Washington Trust Advisors, Inc. | 119 | $10.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 119 | $10.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 132 | $11.3K | 0.00% | +1+0.8% | Added |
| Bessemer Group Inc | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 141 | $12.1K | 0.00% | −26−15.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 151 | $12.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 163 | $13.9K | 0.00% | +3+1.9% | Added |
| UMA Financial Services, Inc. | 202 | $17.3K | 0.00% | +202 | New |
| Global Retirement Partners, LLC | 221 | $18.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 243 | $20.5K | 0.00% | +42+20.9% | Added |
| National Bank of Canada | 266 | $22.7K | 0.00% | −14,192−98.2% | Reduced |
| Proequities, Inc. | 270 | $23.1K | 0.00% | −3−1.1% | Reduced |
| Lindbrook Capital, LLC | 283 | $24.2K | 0.00% | −22−7.2% | Reduced |
| Pin Oak Investment Advisors Inc | 259 | $26.0K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 340 | $29.0K | 0.01% | +154+82.8% | Added |
| MAI Capital Management | 341 | $29.2K | 0.00% | +341 | New |
| Headlands Technologies LLC | 345 | $29.5K | 0.00% | −13,035−97.4% | Reduced |
| Pinnacle Bancorp, Inc. | 429 | $36.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 464 | $39.6K | 0.00% | −2,184−82.5% | Reduced |
| Banque Transatlantique SA | 521 | $44.3K | 0.00% | +521 | New |
| Parallel Advisors, LLC | 532 | $45.5K | 0.00% | +67+14.4% | Added |
| Mather Group, LLC. | 575 | $49.2K | 0.00% | +369+179.1% | Added |
| Exchange Traded Concepts, LLC | 592 | $50.6K | 0.00% | +592 | New |
| Atlas Capital Advisors LLC | 601 | $51.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 601 | $51.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 668 | $57.0K | 0.00% | +62+10.2% | Added |
| EverSource Wealth Advisors, LLC | 672 | $57.5K | 0.00% | −56−7.7% | Reduced |
| Simplex Trading, LLC | 718 | $61.0K | 0.00% | −971−57.5% | Reduced |
| Rosenberg Matthew Hamilton | 758 | $64.8K | 0.02% | +176+30.2% | Added |
| Van Eck Associates Corp | 801 | $68.0K | 0.00% | −1−0.1% | Reduced |
| Trust Co of Vermont | 800 | $68.4K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 843 | $72.0K | 0.00% | +843 | New |
| Umb Bank N A | 887 | $75.8K | 0.00% | +203+29.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 899 | $76.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 922 | $78.8K | 0.00% | −851−48.0% | Reduced |
| First Horizon Advisors, Inc. | 985 | $84.2K | 0.00% | −98−9.0% | Reduced |
| Principal Securities, Inc. | 1,091 | $93.3K | 0.00% | +109+11.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $102.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,300 | $111.1K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,380 | $118.0K | 0.11% | +1,380 | New |
| State of Wyoming | 1,417 | $121.1K | 0.02% | −150−9.6% | Reduced |
| Riverview Trust Co | 1,434 | $122.6K | 0.11% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $134.6K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $135.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,840 | $157.3K | 0.00% | −81−4.2% | Reduced |
| Qtron Investments LLC | 2,369 | $202.5K | 0.03% | −3,304−58.2% | Reduced |
| Equitable Holdings, Inc. | 2,372 | $202.8K | 0.00% | +2,372 | New |
| Schonfeld Strategic Advisors LLC | 2,395 | $204.7K | 0.00% | −17,009−87.7% | Reduced |
| Greenleaf Trust | 2,395 | $204.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,494 | $213.2K | 0.01% | −472−15.9% | Reduced |
| RFG Advisory, LLC | 2,525 | $215.9K | 0.01% | +75+3.1% | Added |
| Victory Capital Management Inc | 2,544 | $217.5K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,550 | $218.1K | 0.00% | +2,550 | New |
| Fairtree Asset Management (Pty) Ltd | 2,603 | $222.5K | 0.21% | +2,603 | New |
| Park Avenue Securities LLC | 2,626 | $225.0K | 0.00% | +2,626 | New |
| Cidel Asset Management Inc | 2,695 | $230.4K | 0.02% | −3,756−58.2% | Reduced |
| Peapack Gladstone Financial Corp | 2,723 | $233.0K | 0.00% | +44+1.6% | Added |
| Atomi Financial Group, Inc. | 2,800 | $239.4K | 0.01% | +334+13.5% | Added |
| Bridgefront Capital, LLC | 2,877 | $246.0K | 0.08% | +2,877 | New |
| Signaturefd, LLC | 2,983 | $255.0K | 0.00% | −64−2.1% | Reduced |
| Confluence Investment Management LLC | 3,052 | $260.9K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,057 | $261.3K | 0.02% | −4,208−57.9% | Reduced |
| Franklin Resources Inc | 3,117 | $266.5K | 0.00% | +125+4.2% | Added |
| HighTower Advisors, LLC | 3,125 | $267.2K | 0.00% | +75+2.5% | Added |
| Fielder Capital Group LLC | 3,168 | $270.8K | 0.08% | +917+40.7% | Added |