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 2025
Institutional positions in Mexican Economic Development Inc as of Dec 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
- 295
- +19 vs. Q3 2025
- Shares held
- 62.3M
- −739.0K (−1.2%) vs. Q3 2025
- Total value
- $6.29B
- +$80.6M (+1.3%) vs. Q3 2025
- New holders
- 44
- 121 more added
- Sold out
- 25
- 81 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $101 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 2 | $202 | 0.00% | +2 | New |
| Root Financial Partners, LLC | 3 | $303 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $506 | 0.00% | +5 | New |
| Stone House Investment Management, LLC | 6 | $606 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 7 | $707 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $707 | 0.00% | +6+600.0% | Added |
| Parkside Financial Bank & Trust | 9 | $910 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $1.21K | 0.00% | +12 | New |
| Aventura Private Wealth, LLC | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 13 | $1.31K | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 16 | $1.62K | 0.00% | −11−40.7% | Reduced |
| Bare Financial Services, Inc | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 21 | $2.00K | 0.00% | +21 | New |
| Bravera Wealth | 21 | $2.12K | 0.00% | +21 | New |
| HM Payson & Co | 21 | $2.12K | 0.00% | +21 | New |
| Larson Financial Group LLC | 22 | $2.22K | 0.00% | +17+340.0% | Added |
| Estate Planners Group, LLC | 24 | $2.45K | 0.00% | +24 | New |
| UBS Asset Management Americas Inc | 27 | $2.73K | 0.00% | +27 | New |
| North Star Investment Management Corp. | 30 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $3.03K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 36 | $3.64K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $3.94K | 0.00% | +39 | New |
| True Wealth Design, LLC | 45 | $4.55K | 0.00% | +1+2.3% | Added |
| Geneos Wealth Management Inc. | 46 | $4.65K | 0.00% | +33+253.8% | Added |
| NBC Securities, Inc. | 47 | $4.75K | 0.00% | +9+23.7% | Added |
| Hara Capital LLC | 50 | $5.05K | 0.00% | −40−44.4% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $5.46K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 60 | $6.06K | 0.00% | +6+11.1% | Added |
| Highline Wealth Partners LLC | 61 | $6.17K | 0.00% | −26−29.9% | Reduced |
| Park Place Capital Corp | 62 | $6.27K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 82 | $8.86K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 88 | $8.89K | 0.00% | +88 | New |
| Smithfield Trust Co | 82 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $10.1K | 0.00% | +100 | New |
| Clearstead Advisors, LLC | 143 | $14.5K | 0.00% | +143 | New |
| LRI Investments, LLC | 148 | $15.0K | 0.00% | +29+24.4% | Added |
| Federation des caisses Desjardins du Quebec | 151 | $15.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 152 | $15.4K | 0.00% | +33+27.7% | Added |
| GAMMA Investing LLC | 155 | $15.7K | 0.00% | −10−6.1% | Reduced |
| Cape Investment Advisory, Inc. | 192 | $19.4K | 0.01% | +40+26.3% | Added |
| UMA Financial Services, Inc. | 192 | $19.4K | 0.00% | −3−1.5% | Reduced |
| Westside Investment Management, Inc. | 200 | $20.2K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 215 | $21.7K | 0.00% | +215 | New |
| Global Retirement Partners, LLC | 247 | $25.0K | 0.00% | +2+0.8% | Added |
| Jones Financial Companies LLLP | 264 | $26.7K | 0.00% | −19−6.7% | Reduced |
| Brown Brothers Harriman & Co | 271 | $27.4K | 0.00% | −454−62.6% | Reduced |
| Pin Oak Investment Advisors Inc | 259 | $29.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 312 | $32.0K | 0.00% | +67+27.3% | Added |
| MAI Capital Management | 341 | $34.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 355 | $35.9K | 0.00% | −39−9.9% | Reduced |
| Ancora Advisors, LLC | 384 | $38.8K | 0.00% | +384 | New |
| Steward Partners Investment Advisory, LLC | 390 | $39.4K | 0.00% | +3+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 394 | $39.8K | 0.00% | +73+22.7% | Added |
| Banque Transatlantique SA | 399 | $40.3K | 0.00% | −37−8.5% | Reduced |
| Pinnacle Bancorp, Inc. | 429 | $43.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 433 | $44.0K | 0.00% | +73+20.3% | Added |
| Banque Cantonale Vaudoise | 457 | $46.0K | 0.00% | −18−3.8% | Reduced |
| National Bank of Canada | 465 | $47.0K | 0.00% | +302+185.3% | Added |
| Quantbot Technologies LP | 468 | $47.3K | 0.00% | −26,877−98.3% | Reduced |
| Atlas Capital Advisors LLC | 499 | $50.4K | 0.01% | +499 | New |
| Basecamp Wealth Advisors LLC | 669 | $67.6K | 0.01% | +669 | New |
| Parallel Advisors, LLC | 680 | $68.7K | 0.00% | +4+0.6% | Added |
| Umb Bank N A | 733 | $74.1K | 0.00% | +96+15.1% | Added |
| Rosenberg Matthew Hamilton | 758 | $76.6K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 762 | $77.0K | 0.02% | +366+92.4% | Added |
| Trust Co of Vermont | 800 | $80.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 812 | $82.0K | 0.00% | +136+20.1% | Added |
| CWM Advisors, LLC | 824 | $83.3K | 0.01% | +824 | New |
| Van Eck Associates Corp | 883 | $89.0K | 0.00% | +54+6.5% | Added |
| Farther Finance Advisors, LLC | 884 | $89.3K | 0.00% | +547+162.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $121.3K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1,211 | $122.4K | 0.01% | +1,211 | New |
| Mondrian Investment Partners LTD | 1,245 | $125.8K | 0.00% | +277+28.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,246 | $125.9K | 0.01% | +1,246 | New |
| Rockefeller Capital Management L.P. | 1,302 | $131.7K | 0.00% | +1,290+10,750.0% | Added |
| EverSource Wealth Advisors, LLC | 1,330 | $134.4K | 0.00% | +96+7.8% | Added |
| Riverview Trust Co | 1,434 | $144.9K | 0.17% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,563 | $157.3K | 0.01% | +206+15.2% | Added |
| Advisor Group Holdings, Inc. | 1,560 | $158.0K | 0.00% | −1,441−48.0% | Reduced |
| Sit Investment Associates Inc | 1,575 | $159.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $159.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,796 | $181.5K | 0.14% | −1,428−44.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,020 | $204.0K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,065 | $208.7K | 0.01% | +2,065 | New |
| Ballentine Partners, LLC | 2,155 | $217.8K | 0.00% | −203−8.6% | Reduced |
| Aaron Wealth Advisors | 2,212 | $223.6K | 0.01% | +2,212 | New |
| TD Private Client Wealth LLC | 2,253 | $227.7K | 0.00% | +357+18.8% | Added |
| Savant Capital, LLC | 2,274 | $229.9K | 0.00% | +2,274 | New |
| Riverbridge Partners LLC | 2,321 | $234.6K | 0.00% | +2,321 | New |
| Rhumbline Advisers | 2,338 | $236.3K | 0.00% | +722+44.7% | Added |
| HB Wealth Management, LLC | 2,355 | $238.0K | 0.00% | −498−17.5% | Reduced |
| Janney Montgomery Scott LLC | 2,387 | $241.0K | 0.00% | +2,387 | New |
| Wealth Enhancement Advisory Services, LLC | 2,418 | $243.9K | 0.00% | +28+1.2% | Added |
| Greenleaf Trust | 2,420 | $244.6K | 0.00% | +4+0.2% | Added |