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, Q1 2025
Institutional positions in Mexican Economic Development Inc as of Mar 31, 2025. 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
- 275
- −9 vs. Q4 2024
- Shares held
- 67.2M
- +2.16M (+3.3%) vs. Q4 2024
- Total value
- $6.57B
- +$1.01B (+18.2%) vs. Q4 2024
- New holders
- 32
- 104 more added
- Sold out
- 41
- 86 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $98 | 0.00% | −42−97.7% | Reduced |
| Abound Wealth Management | 3 | $293 | 0.00% | −3−50.0% | Reduced |
| High Note Wealth, LLC | 3 | $293 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $683 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $781 | 0.00% | +1+14.3% | Added |
| Parkside Financial Bank & Trust | 9 | $879 | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 10 | $976 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $1.85K | 0.00% | +19 | New |
| Rossby Financial, LCC | 18 | $1.92K | 0.00% | +18 | New |
| Sunbelt Securities, Inc. | 23 | $2.24K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $2.34K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 30 | $2.93K | 0.00% | +19+172.7% | Added |
| Rakuten Securities, Inc. | 35 | $3.42K | 0.00% | +1+2.9% | Added |
| SRS Capital Advisors, Inc. | 36 | $3.50K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 36 | $3.51K | 0.00% | +34+1,700.0% | Added |
| Country Trust Bank | 36 | $3.51K | 0.00% | +36 | New |
| Fortitude Family Office, LLC | 39 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 51 | $5.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $5.27K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 65 | $6.00K | 0.00% | +65 | New |
| Eastern Bank | 62 | $6.05K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 72 | $7.03K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 90 | $8.78K | 0.00% | −24−21.1% | Reduced |
| Hara Capital LLC | 90 | $8.78K | 0.01% | −10−10.0% | Reduced |
| GWM Advisors LLC | 92 | $8.98K | 0.00% | −4,236−97.9% | Reduced |
| Highline Wealth Partners LLC | 92 | $8.98K | 0.00% | +33+55.9% | Added |
| Capital Analysts, LLC | 91 | $9.00K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 92 | $9.02K | 0.01% | +92 | New |
| Financial Perspectives, Inc | 100 | $9.76K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 105 | $10.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 119 | $11.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 119 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $14.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 165 | $16.1K | 0.00% | +24+17.0% | Added |
| UMA Financial Services, Inc. | 173 | $16.9K | 0.00% | −29−14.4% | Reduced |
| Jones Financial Companies LLLP | 173 | $17.3K | 0.00% | +41+31.1% | Added |
| Nisa Investment Advisors, LLC | 200 | $19.5K | 0.00% | +100+100.0% | Added |
| GAMMA Investing LLC | 215 | $21.0K | 0.00% | +140+186.7% | Added |
| Pin Oak Investment Advisors Inc | 259 | $26.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 261 | $26.1K | 0.00% | +98+60.1% | Added |
| Allworth Financial LP | 253 | $26.8K | 0.00% | +10+4.1% | Added |
| Caitong International Asset Management Co., Ltd | 293 | $28.6K | 0.02% | +293 | New |
| Lindbrook Capital, LLC | 314 | $30.6K | 0.00% | +31+11.0% | Added |
| Tower Research Capital LLC (TRC) | 308 | $30.6K | 0.00% | +198+180.0% | Added |
| National Bank of Canada | 327 | $31.9K | 0.00% | +61+22.9% | Added |
| MAI Capital Management | 341 | $33.3K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 376 | $36.7K | 0.00% | +376 | New |
| Pinnacle Bancorp, Inc. | 429 | $41.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 435 | $42.0K | 0.00% | −233−34.9% | Reduced |
| Advisor Group Holdings, Inc. | 470 | $45.9K | 0.00% | −452−49.0% | Reduced |
| Alpine Bank Wealth Management | 474 | $46.3K | 0.01% | +474 | New |
| PEAK6 LLC | 515 | $50.3K | 0.00% | +515 | New |
| Banque Transatlantique SA | 521 | $50.8K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 527 | $51.0K | 0.00% | +527 | New |
| Mather Group, LLC. | 575 | $56.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 601 | $58.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 655 | $63.9K | 0.00% | −232−26.2% | Reduced |
| EverSource Wealth Advisors, LLC | 718 | $70.1K | 0.00% | +46+6.8% | Added |
| Skopos Labs, Inc. | 722 | $70.4K | 0.02% | +382+112.4% | Added |
| Rosenberg Matthew Hamilton | 758 | $74.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 783 | $76.0K | 0.00% | +65+9.1% | Added |
| Trust Co of Vermont | 800 | $78.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 785 | $78.6K | 0.01% | +321+69.2% | Added |
| Parallel Advisors, LLC | 831 | $81.1K | 0.00% | +299+56.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 843 | $82.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 836 | $82.0K | 0.00% | +35+4.4% | Added |
| First Horizon Advisors, Inc. | 911 | $89.0K | 0.00% | −74−7.5% | Reduced |
| Principal Securities, Inc. | 1,091 | $93.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,200 | $117.1K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,300 | $128.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,407 | $137.3K | 0.02% | −10−0.7% | Reduced |
| Riverview Trust Co | 1,434 | $139.9K | 0.14% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $153.5K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $154.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,840 | $179.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,122 | $207.0K | 0.00% | +2,122 | New |
| Baron Wealth Management LLC | 2,208 | $215.5K | 0.09% | +2,208 | New |
| Cable Hill Partners, LLC | 2,028 | $217.4K | 0.02% | +2,028 | New |
| Fairtree Asset Management (Pty) Ltd | 2,334 | $227.8K | 0.18% | −269−10.3% | Reduced |
| Fortress Private Ledger, LLC | 2,342 | $228.5K | 0.13% | +2,342 | New |
| Qtron Investments LLC | 2,369 | $231.2K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 2,411 | $235.3K | 0.00% | +16+0.7% | Added |
| RFG Advisory, LLC | 2,525 | $246.4K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,546 | $248.4K | 0.00% | +2,546 | New |
| SG Americas Securities, LLC | 2,702 | $264.0K | 0.00% | −1,290−32.3% | Reduced |
| Park Avenue Securities LLC | 2,725 | $266.0K | 0.00% | +99+3.8% | Added |
| HighTower Advisors, LLC | 2,735 | $266.8K | 0.00% | −390−12.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,704 | $268.0K | 0.00% | −5,000−64.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,751 | $268.0K | 0.00% | +28+1.0% | Added |
| HB Wealth Management, LLC | 2,818 | $275.0K | 0.00% | +2,818 | New |
| Rhumbline Advisers | 2,837 | $276.8K | 0.00% | −2,501−46.9% | Reduced |
| Confluence Investment Management LLC | 2,870 | $280.1K | 0.00% | −182−6.0% | Reduced |
| Genus Capital Management Inc. | 2,903 | $283.3K | 0.04% | +2,903 | New |
| Signaturefd, LLC | 2,964 | $289.2K | 0.01% | −19−0.6% | Reduced |
| Franklin Resources Inc | 2,992 | $292.0K | 0.00% | −125−4.0% | Reduced |