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 |
|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 3,200 | $273.6K | 0.03% | +3,200 | New |
| Yousif Capital Management, LLC | 3,237 | $276.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,250 | $277.8K | 0.00% | −621−16.0% | Reduced |
| AREX Capital Management, LP | 3,255 | $278.3K | 0.40% | +3,255 | New |
| Whittier Trust Co of Nevada Inc | 3,282 | $280.6K | 0.01% | +803+32.4% | Added |
| Summitry LLC | 3,305 | $282.5K | 0.01% | +438+15.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,282 | $284.4K | 0.00% | +1,119+51.7% | Added |
| NewEdge Wealth, LLC | 3,339 | $285.5K | 0.00% | +186+5.9% | Added |
| Kestra Advisory Services, LLC | 3,358 | $287.1K | 0.00% | +475+16.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,466 | $296.3K | 0.00% | −175−4.8% | Reduced |
| Deltec Asset Management LLC | 3,500 | $299.2K | 0.06% | −100−2.8% | Reduced |
| Vise Technologies, Inc. | 3,522 | $301.1K | 0.03% | +3,522 | New |
| Cambridge Investment Research Advisors, Inc. | 3,677 | $314.0K | 0.00% | +1,361+58.8% | Added |
| Pathstone Holdings, LLC | 3,756 | $321.1K | 0.00% | −397−9.6% | Reduced |
| Provida Pension Fund Administrator | 3,790 | $324.0K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,820 | $326.6K | 0.03% | −2,946−43.5% | Reduced |
| Phraction Management LLC | 3,934 | $336.3K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,992 | $341.0K | 0.00% | +1,379+52.8% | Added |
| Assetmark, Inc | 4,038 | $345.2K | 0.00% | +3,911+3,079.5% | Added |
| State Street Corp | 4,137 | $353.7K | 0.00% | −900−17.9% | Reduced |
| GWM Advisors LLC | 4,328 | $370.0K | 0.00% | +382+9.7% | Added |
| Callan Family Office, LLC | 4,355 | $372.3K | 0.02% | +4,355 | New |
| Malaga Cove Capital, LLC | 4,654 | $397.9K | 0.16% | +4,654 | New |
| Ronald Blue Trust, Inc. | 4,807 | $410.9K | 0.01% | −1,931−28.7% | Reduced |
| APG Asset Management N.V. | 5,154 | $425.5K | 0.00% | −300−5.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,015 | $428.7K | 0.00% | +274+5.8% | Added |
| One Wealth Advisors, LLC | 5,072 | $433.6K | 0.06% | −1,720−25.3% | Reduced |
| Schechter Investment Advisors, LLC | 5,073 | $433.7K | 0.03% | −404−7.4% | Reduced |
| Sanctuary Advisors, LLC | 4,981 | $434.7K | 0.00% | +21+0.4% | Added |
| Brinker Capital Investments, LLC | 5,091 | $435.2K | 0.00% | −480−8.6% | Reduced |
| Orion Portfolio Solutions, LLC | 5,091 | $435.2K | 0.00% | −480−8.6% | Reduced |
| AQR Capital Management LLC | 5,103 | $436.3K | 0.00% | −5,502−51.9% | Reduced |
| CI Private Wealth, LLC | 5,147 | $440.0K | 0.00% | +686+15.4% | Added |
| Lester Murray Antman dba SimplyRich | 5,267 | $450.0K | 0.13% | +922+21.2% | Added |
| Quadrant Capital Group LLC | 5,314 | $454.3K | 0.03% | −762−12.5% | Reduced |
| Rhumbline Advisers | 5,338 | $456.3K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 5,400 | $462.0K | 0.06% | −1,150−17.6% | Reduced |
| Vident Advisory, LLC | 5,443 | $465.4K | 0.01% | −2,544−31.9% | Reduced |
| O'Brien Greene & Co. Inc | 5,485 | $468.9K | 0.15% | 00.0% | Unchanged |
| FORA Capital, LLC | 5,568 | $476.0K | 0.05% | −13,910−71.4% | Reduced |
| Stephens Inc | 5,816 | $497.2K | 0.01% | +1,372+30.9% | Added |
| MML Investors Services, LLC | 5,826 | $498.0K | 0.00% | −167−2.8% | Reduced |
| Profund Advisors LLC | 6,130 | $524.1K | 0.02% | −434−6.6% | Reduced |
| CAPROCK Group, Inc. | 6,137 | $524.7K | 0.02% | −1,768−22.4% | Reduced |
| Ritholtz Wealth Management | 6,156 | $526.3K | 0.02% | −2,801−31.3% | Reduced |
| Sequoia Financial Advisors, LLC | 6,168 | $527.3K | 0.01% | −87−1.4% | Reduced |
| Synovus Financial Corp | 6,266 | $535.8K | 0.01% | −5,926−48.6% | Reduced |
| Susquehanna International Group, LLP | 6,390 | $546.3K | 0.00% | +6,390 | New |
| JustInvest LLC | 6,774 | $579.1K | 0.01% | −274−3.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 6,859 | $586.4K | 0.19% | −7,040−50.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,958 | $594.8K | 0.00% | −83−1.2% | Reduced |
| Guggenheim Capital LLC | 6,986 | $597.2K | 0.00% | −802−10.3% | Reduced |
| Sava Infond d.o.o. | 7,100 | $607.0K | 0.11% | +7,100 | New |
| Campbell & CO Investment Adviser LLC | 7,141 | $610.5K | 0.05% | +7,141 | New |
| Squarepoint Ops LLC | 7,423 | $634.6K | 0.00% | −15,322−67.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,704 | $658.0K | 0.00% | +400+5.5% | Added |
| Ruffer LLP | 8,000 | $683.9K | 0.02% | −16,000−66.7% | Reduced |
| Aquatic Capital Management LLC | 8,176 | $699.0K | 0.02% | −11,624−58.7% | Reduced |
| Councilmark Asset Management, LLC | 8,870 | $758.3K | 0.51% | 00.0% | Unchanged |
| Ethic Inc. | 8,922 | $762.8K | 0.02% | −4,117−31.6% | Reduced |
| Bank of New York Mellon Corp | 9,080 | $776.3K | 0.00% | −150−1.6% | Reduced |
| Quantbot Technologies LP | 9,301 | $795.1K | 0.03% | +2,614+39.1% | Added |
| Raymond James Financial Inc | 9,510 | $813.0K | 0.00% | +9,510 | New |
| Whittier Trust Co | 9,962 | $851.6K | 0.01% | +3,099+45.2% | Added |
| Regions Financial Corp | 10,558 | $902.6K | 0.01% | +497+4.9% | Added |
| Atria Investments LLC | 11,235 | $960.4K | 0.01% | −2,630−19.0% | Reduced |
| Ramirez Asset Management, Inc. | 11,402 | $974.8K | 0.20% | −1,394−10.9% | Reduced |
| Cerity Partners LLC | 10,983 | $1.05M | 0.00% | +1,463+15.4% | Added |
| Pitcairn Co | 12,441 | $1.06M | 0.06% | +447+3.7% | Added |
| Engineers Gate Manager LP | 12,546 | $1.07M | 0.02% | +1,676+15.4% | Added |
| Gluskin Sheff & Assoc Inc | 12,968 | $1.11M | 0.13% | −4,480−25.7% | Reduced |
| HSBC Holdings PLC | 13,129 | $1.12M | 0.00% | −502−3.7% | Reduced |
| XTX Topco Ltd | 13,344 | $1.14M | 0.10% | −10,350−43.7% | Reduced |
| Oldfield Partners LLP | 13,400 | $1.15M | 0.33% | 00.0% | Unchanged |
| HRT Financial LP | 13,634 | $1.17M | 0.01% | +13,634 | New |
| Nomura Holdings Inc | 13,838 | $1.18M | 0.01% | +13,838 | New |
| Stifel Financial Corp | 13,864 | $1.19M | 0.00% | +1,385+11.1% | Added |
| LPL Financial LLC | 14,391 | $1.23M | 0.00% | +6,960+93.7% | Added |
| RSM US Wealth Management LLC | 16,260 | $1.39M | 0.02% | −2,564−13.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,093 | $1.46M | 0.01% | −15,047−46.8% | Reduced |
| Fayez Sarofim & Co | 17,132 | $1.46M | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 18,408 | $1.57M | 0.01% | −248−1.3% | Reduced |
| Cumberland Partners Ltd | 20,000 | $1.71M | 0.12% | −1,000−4.8% | Reduced |
| Sarasin & Partners LLP | 20,000 | $1.71M | 0.02% | +5,000+33.3% | Added |
| Aigen Investment Management, LP | 20,199 | $1.73M | 0.30% | +3,399+20.2% | Added |
| Crossmark Global Holdings, Inc. | 20,382 | $1.74M | 0.03% | +1,717+9.2% | Added |
| Creative Planning | 20,863 | $1.78M | 0.00% | +1,900+10.0% | Added |
| Truist Financial Corp | 20,957 | $1.79M | 0.00% | −2,278−9.8% | Reduced |
| Captrust Financial Advisors | 21,796 | $1.86M | 0.01% | −187−0.9% | Reduced |
| Canada Pension Plan Investment Board | 21,900 | $1.87M | 0.00% | −16,700−43.3% | Reduced |
| Davenport & Co LLC | 21,982 | $1.88M | 0.01% | −522−2.3% | Reduced |
| Brandes Investment Partners, LP | 22,189 | $1.90M | 0.02% | +13,768+163.5% | Added |
| Mariner, LLC | 22,335 | $1.91M | 0.00% | +674+3.1% | Added |
| Flossbach Von Storch AG | 22,500 | $1.92M | 0.01% | +1,000+4.7% | Added |
| Madison Asset Management, LLC | 23,437 | $2.00M | 0.02% | −398−1.7% | Reduced |
| Madison Investment Advisors, LLC | 23,437 | $2.00M | 0.02% | +23,437 | New |
| Citadel Advisors LLC | 23,529 | $2.01M | 0.00% | −22,518−48.9% | Reduced |
| Jane Street Group, LLC | 24,713 | $2.11M | 0.00% | −940−3.7% | Reduced |
| Bank of Montreal | 25,123 | $2.15M | 0.00% | −1,091−4.2% | Reduced |
| Manning & Napier Advisors LLC | 25,962 | $2.22M | 0.03% | −2,020−7.2% | Reduced |