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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 2,626 | $225.0K | 0.00% | +2,626 | New |
| Fairtree Asset Management (Pty) Ltd | 2,603 | $222.5K | 0.21% | +2,603 | New |
| Quantinno Capital Management LP | 2,550 | $218.1K | 0.00% | +2,550 | New |
| Victory Capital Management Inc | 2,544 | $217.5K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,525 | $215.9K | 0.01% | +75+3.1% | Added |
| Wetherby Asset Management Inc | 2,494 | $213.2K | 0.01% | −472−15.9% | Reduced |
| Greenleaf Trust | 2,395 | $204.7K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,395 | $204.7K | 0.00% | −17,009−87.7% | Reduced |
| Equitable Holdings, Inc. | 2,372 | $202.8K | 0.00% | +2,372 | New |
| Qtron Investments LLC | 2,369 | $202.5K | 0.03% | −3,304−58.2% | Reduced |
| TD Private Client Wealth LLC | 1,840 | $157.3K | 0.00% | −81−4.2% | Reduced |
| Sit Investment Associates Inc | 1,575 | $135.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $134.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,434 | $122.6K | 0.11% | 00.0% | Unchanged |
| State of Wyoming | 1,417 | $121.1K | 0.02% | −150−9.6% | Reduced |
| R Squared Ltd | 1,380 | $118.0K | 0.11% | +1,380 | New |
| Natixis | 1,300 | $111.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,200 | $102.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,091 | $93.3K | 0.00% | +109+11.1% | Added |
| First Horizon Advisors, Inc. | 985 | $84.2K | 0.00% | −98−9.0% | Reduced |
| Advisor Group Holdings, Inc. | 922 | $78.8K | 0.00% | −851−48.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 899 | $76.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 887 | $75.8K | 0.00% | +203+29.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 843 | $72.0K | 0.00% | +843 | New |
| Trust Co of Vermont | 800 | $68.4K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 801 | $68.0K | 0.00% | −1−0.1% | Reduced |
| Rosenberg Matthew Hamilton | 758 | $64.8K | 0.02% | +176+30.2% | Added |
| Simplex Trading, LLC | 718 | $61.0K | 0.00% | −971−57.5% | Reduced |
| EverSource Wealth Advisors, LLC | 672 | $57.5K | 0.00% | −56−7.7% | Reduced |
| CWM, LLC | 668 | $57.0K | 0.00% | +62+10.2% | Added |
| Clearstead Advisors, LLC | 601 | $51.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 601 | $51.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 592 | $50.6K | 0.00% | +592 | New |
| Mather Group, LLC. | 575 | $49.2K | 0.00% | +369+179.1% | Added |
| Parallel Advisors, LLC | 532 | $45.5K | 0.00% | +67+14.4% | Added |
| Banque Transatlantique SA | 521 | $44.3K | 0.00% | +521 | New |
| Smartleaf Asset Management LLC | 464 | $39.6K | 0.00% | −2,184−82.5% | Reduced |
| Pinnacle Bancorp, Inc. | 429 | $36.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 345 | $29.5K | 0.00% | −13,035−97.4% | Reduced |
| MAI Capital Management | 341 | $29.2K | 0.00% | +341 | New |
| Skopos Labs, Inc. | 340 | $29.0K | 0.01% | +154+82.8% | Added |
| Pin Oak Investment Advisors Inc | 259 | $26.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 283 | $24.2K | 0.00% | −22−7.2% | Reduced |
| Proequities, Inc. | 270 | $23.1K | 0.00% | −3−1.1% | Reduced |
| National Bank of Canada | 266 | $22.7K | 0.00% | −14,192−98.2% | Reduced |
| Allworth Financial LP | 243 | $20.5K | 0.00% | +42+20.9% | Added |
| Global Retirement Partners, LLC | 221 | $18.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 202 | $17.3K | 0.00% | +202 | New |
| Farther Finance Advisors, LLC | 163 | $13.9K | 0.00% | +3+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 151 | $12.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 141 | $12.1K | 0.00% | −26−15.6% | Reduced |
| Bessemer Group Inc | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 132 | $11.3K | 0.00% | +1+0.8% | Added |
| Washington Trust Advisors, Inc. | 119 | $10.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 119 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 114 | $9.75K | 0.00% | −9−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 110 | $9.40K | 0.00% | −8,946−98.8% | Reduced |
| Bryn Mawr Trust Co | 105 | $8.98K | 0.00% | −1−0.9% | 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 |
| Capital Analysts, LLC | 91 | $8.00K | 0.00% | −16−15.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 86 | $7.33K | 0.00% | −1,105,649−100.0% | Reduced |
| Smithfield Trust Co | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 81 | $6.92K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 75 | $6.41K | 0.00% | +24+47.1% | Added |
| Arlington Trust Co LLC | 72 | $6.16K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 62 | $5.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $5.04K | 0.00% | +8+15.7% | Added |
| JFS Wealth Advisors, LLC | 54 | $4.62K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 51 | $4.39K | 0.00% | +51 | New |
| Huntington National Bank | 43 | $3.68K | 0.00% | −74−63.2% | Reduced |
| Fortitude Family Office, LLC | 39 | $3.33K | 0.00% | +17+77.3% | Added |
| SRS Capital Advisors, Inc. | 36 | $3.04K | 0.00% | +1+2.9% | Added |
| Rakuten Securities, Inc. | 34 | $2.91K | 0.00% | −1−2.9% | Reduced |
| Venturi Wealth Management, LLC | 25 | $2.14K | 0.00% | +4+19.0% | Added |
| Sunbelt Securities, Inc. | 23 | $1.96K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 19 | $1.88K | 0.00% | +19 | New |
| Northwestern Mutual Wealth Management Co | 16 | $1.37K | 0.00% | −66−80.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 13 | $1.11K | 0.00% | +13 | New |
| Aventura Private Wealth, LLC | 13 | $1.11K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 11 | $941 | 0.00% | +11 | New |
| Bogart Wealth, LLC | 11 | $940 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 10 | $855 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $599 | 0.00% | −1−12.5% | Reduced |
| Creative Financial Designs Inc | 7 | $598 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $513 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $256 | 0.00% | +3 | New |
| Transce3nd, LLC | 2 | $175 | 0.00% | +2 | New |
| Cary Street Partner Investment Advisory LLC | 2 | $171 | 0.00% | −36,222−100.0% | Reduced |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −672,278−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −311,170−100.0% | Sold out |
| LTS One Management LP | 0 | $0 | 0.00% | −177,250−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −101,123−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −54,922−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −37,096−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,438−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −25,748−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −21,428−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,872−100.0% | Sold out |