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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 21,900 | $1.87M | 0.00% | −16,700−43.3% | Reduced |
| Captrust Financial Advisors | 21,796 | $1.86M | 0.01% | −187−0.9% | Reduced |
| Truist Financial Corp | 20,957 | $1.79M | 0.00% | −2,278−9.8% | Reduced |
| Creative Planning | 20,863 | $1.78M | 0.00% | +1,900+10.0% | Added |
| Crossmark Global Holdings, Inc. | 20,382 | $1.74M | 0.03% | +1,717+9.2% | Added |
| Aigen Investment Management, LP | 20,199 | $1.73M | 0.30% | +3,399+20.2% | Added |
| 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 |
| Keybank National Association | 18,408 | $1.57M | 0.01% | −248−1.3% | Reduced |
| Fayez Sarofim & Co | 17,132 | $1.46M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 17,093 | $1.46M | 0.01% | −15,047−46.8% | Reduced |
| RSM US Wealth Management LLC | 16,260 | $1.39M | 0.02% | −2,564−13.6% | Reduced |
| LPL Financial LLC | 14,391 | $1.23M | 0.00% | +6,960+93.7% | Added |
| Stifel Financial Corp | 13,864 | $1.19M | 0.00% | +1,385+11.1% | Added |
| Nomura Holdings Inc | 13,838 | $1.18M | 0.01% | +13,838 | New |
| HRT Financial LP | 13,634 | $1.17M | 0.01% | +13,634 | New |
| Oldfield Partners LLP | 13,400 | $1.15M | 0.33% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,344 | $1.14M | 0.10% | −10,350−43.7% | Reduced |
| HSBC Holdings PLC | 13,129 | $1.12M | 0.00% | −502−3.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 12,968 | $1.11M | 0.13% | −4,480−25.7% | Reduced |
| Engineers Gate Manager LP | 12,546 | $1.07M | 0.02% | +1,676+15.4% | Added |
| Pitcairn Co | 12,441 | $1.06M | 0.06% | +447+3.7% | Added |
| Cerity Partners LLC | 10,983 | $1.05M | 0.00% | +1,463+15.4% | Added |
| Ramirez Asset Management, Inc. | 11,402 | $974.8K | 0.20% | −1,394−10.9% | Reduced |
| Atria Investments LLC | 11,235 | $960.4K | 0.01% | −2,630−19.0% | Reduced |
| Regions Financial Corp | 10,558 | $902.6K | 0.01% | +497+4.9% | Added |
| Whittier Trust Co | 9,962 | $851.6K | 0.01% | +3,099+45.2% | Added |
| Raymond James Financial Inc | 9,510 | $813.0K | 0.00% | +9,510 | New |
| Quantbot Technologies LP | 9,301 | $795.1K | 0.03% | +2,614+39.1% | Added |
| Bank of New York Mellon Corp | 9,080 | $776.3K | 0.00% | −150−1.6% | Reduced |
| Ethic Inc. | 8,922 | $762.8K | 0.02% | −4,117−31.6% | Reduced |
| Councilmark Asset Management, LLC | 8,870 | $758.3K | 0.51% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,176 | $699.0K | 0.02% | −11,624−58.7% | Reduced |
| Ruffer LLP | 8,000 | $683.9K | 0.02% | −16,000−66.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,704 | $658.0K | 0.00% | +400+5.5% | Added |
| Squarepoint Ops LLC | 7,423 | $634.6K | 0.00% | −15,322−67.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,141 | $610.5K | 0.05% | +7,141 | New |
| Sava Infond d.o.o. | 7,100 | $607.0K | 0.11% | +7,100 | New |
| Guggenheim Capital LLC | 6,986 | $597.2K | 0.00% | −802−10.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,958 | $594.8K | 0.00% | −83−1.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 6,859 | $586.4K | 0.19% | −7,040−50.7% | Reduced |
| JustInvest LLC | 6,774 | $579.1K | 0.01% | −274−3.9% | Reduced |
| Susquehanna International Group, LLP | 6,390 | $546.3K | 0.00% | +6,390 | New |
| Synovus Financial Corp | 6,266 | $535.8K | 0.01% | −5,926−48.6% | Reduced |
| Sequoia Financial Advisors, LLC | 6,168 | $527.3K | 0.01% | −87−1.4% | Reduced |
| Ritholtz Wealth Management | 6,156 | $526.3K | 0.02% | −2,801−31.3% | Reduced |
| CAPROCK Group, Inc. | 6,137 | $524.7K | 0.02% | −1,768−22.4% | Reduced |
| Profund Advisors LLC | 6,130 | $524.1K | 0.02% | −434−6.6% | Reduced |
| MML Investors Services, LLC | 5,826 | $498.0K | 0.00% | −167−2.8% | Reduced |
| Stephens Inc | 5,816 | $497.2K | 0.01% | +1,372+30.9% | Added |
| FORA Capital, LLC | 5,568 | $476.0K | 0.05% | −13,910−71.4% | Reduced |
| O'Brien Greene & Co. Inc | 5,485 | $468.9K | 0.15% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,443 | $465.4K | 0.01% | −2,544−31.9% | Reduced |
| Beach Investment Counsel Inc | 5,400 | $462.0K | 0.06% | −1,150−17.6% | Reduced |
| Rhumbline Advisers | 5,338 | $456.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,314 | $454.3K | 0.03% | −762−12.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,267 | $450.0K | 0.13% | +922+21.2% | Added |
| CI Private Wealth, LLC | 5,147 | $440.0K | 0.00% | +686+15.4% | Added |
| AQR Capital Management LLC | 5,103 | $436.3K | 0.00% | −5,502−51.9% | Reduced |
| 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 |
| Sanctuary Advisors, LLC | 4,981 | $434.7K | 0.00% | +21+0.4% | Added |
| Schechter Investment Advisors, LLC | 5,073 | $433.7K | 0.03% | −404−7.4% | Reduced |
| One Wealth Advisors, LLC | 5,072 | $433.6K | 0.06% | −1,720−25.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,015 | $428.7K | 0.00% | +274+5.8% | Added |
| APG Asset Management N.V. | 5,154 | $425.5K | 0.00% | −300−5.5% | Reduced |
| Ronald Blue Trust, Inc. | 4,807 | $410.9K | 0.01% | −1,931−28.7% | Reduced |
| Malaga Cove Capital, LLC | 4,654 | $397.9K | 0.16% | +4,654 | New |
| Callan Family Office, LLC | 4,355 | $372.3K | 0.02% | +4,355 | New |
| GWM Advisors LLC | 4,328 | $370.0K | 0.00% | +382+9.7% | Added |
| State Street Corp | 4,137 | $353.7K | 0.00% | −900−17.9% | Reduced |
| Assetmark, Inc | 4,038 | $345.2K | 0.00% | +3,911+3,079.5% | Added |
| SG Americas Securities, LLC | 3,992 | $341.0K | 0.00% | +1,379+52.8% | Added |
| Phraction Management LLC | 3,934 | $336.3K | 0.12% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,820 | $326.6K | 0.03% | −2,946−43.5% | Reduced |
| Provida Pension Fund Administrator | 3,790 | $324.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,756 | $321.1K | 0.00% | −397−9.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,677 | $314.0K | 0.00% | +1,361+58.8% | Added |
| Vise Technologies, Inc. | 3,522 | $301.1K | 0.03% | +3,522 | New |
| Deltec Asset Management LLC | 3,500 | $299.2K | 0.06% | −100−2.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,466 | $296.3K | 0.00% | −175−4.8% | Reduced |
| Kestra Advisory Services, LLC | 3,358 | $287.1K | 0.00% | +475+16.5% | Added |
| NewEdge Wealth, LLC | 3,339 | $285.5K | 0.00% | +186+5.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,282 | $284.4K | 0.00% | +1,119+51.7% | Added |
| Summitry LLC | 3,305 | $282.5K | 0.01% | +438+15.3% | Added |
| Whittier Trust Co of Nevada Inc | 3,282 | $280.6K | 0.01% | +803+32.4% | Added |
| AREX Capital Management, LP | 3,255 | $278.3K | 0.40% | +3,255 | New |
| Envestnet Portfolio Solutions, Inc. | 3,250 | $277.8K | 0.00% | −621−16.0% | Reduced |
| Yousif Capital Management, LLC | 3,237 | $276.7K | 0.00% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 3,200 | $273.6K | 0.03% | +3,200 | New |
| Fielder Capital Group LLC | 3,168 | $270.8K | 0.08% | +917+40.7% | Added |
| HighTower Advisors, LLC | 3,125 | $267.2K | 0.00% | +75+2.5% | Added |
| Franklin Resources Inc | 3,117 | $266.5K | 0.00% | +125+4.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,057 | $261.3K | 0.02% | −4,208−57.9% | Reduced |
| Confluence Investment Management LLC | 3,052 | $260.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,983 | $255.0K | 0.00% | −64−2.1% | Reduced |
| Bridgefront Capital, LLC | 2,877 | $246.0K | 0.08% | +2,877 | New |
| Atomi Financial Group, Inc. | 2,800 | $239.4K | 0.01% | +334+13.5% | Added |
| Peapack Gladstone Financial Corp | 2,723 | $233.0K | 0.00% | +44+1.6% | Added |
| Cidel Asset Management Inc | 2,695 | $230.4K | 0.02% | −3,756−58.2% | Reduced |