Mexico Equity & Income Fund Inc
MXE- Exchange
- NYSE
- SEC CIK
- 0000863900
No open-market purchases or sales by Mexico Equity & Income Fund Inc insiders were filed in the last 90 days; 20 institutions reported holding it in 13F filings for Q2 2026, worth $29.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Mexico Equity & Income Fund Inc as of Jun 30, 2026. 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
- 20
- 0 vs. Q1 2026
- Shares held
- 2.30M
- +54.0K (+2.4%) vs. Q1 2026
- Total value
- $29.9M
- +$941.1K (+3.2%) vs. Q1 2026
- New holders
- 1
- 6 more added
- Sold out
- 1
- 5 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MXE 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 | 20 | $29.9M |
| Q1 2026 | 20 | $29.0M |
| Q4 2025 | 20 | $27.3M |
| Q3 2025 | 19 | $23.6M |
| Q2 2025 | 24 | $20.8M |
| Q1 2025 | 23 | $16.9M |
| Q4 2024 | 23 | $13.4M |
| Q3 2024 | 23 | $14.9M |
| Q2 2024 | 22 | $15.2M |
| Q1 2024 | 23 | $17.8M |
| Q4 2023 | 23 | $17.1M |
| Q3 2023 | 24 | $13.6M |
| Q2 2023 | 22 | $14.3M |
| Q1 2023 | 20 | $14.2M |
| Q4 2022 | 22 | $13.4M |
| Q3 2022 | 22 | $10.7M |
| Q2 2022 | 22 | $11.6M |
| Q1 2022 | 19 | $12.4M |
| Q4 2021 | 20 | $12.4M |
| Q3 2021 | 13 | $2.06M |
| Q2 2021 | 14 | $1.88M |
| Q1 2021 | 11 | $720.0K |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Mexico Equity & Income Fund Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City of London Investment Management Co Ltd | 1,239,787 | $16.1M | 0.97% | +11,821+1.0% | Added |
| CSS LLC | 291,255 | $3.79M | 0.17% | −742−0.3% | Reduced |
| Matisse Capital | 237,827 | $3.09M | 1.24% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 112,415 | $1.46M | 0.04% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 101,158 | $1.32M | 0.29% | 00.0% | Unchanged |
| Atlas Wealth LLC | 74,565 | $969.8K | 0.14% | +74,565 | New |
| Blue Bell Private Wealth Management, LLC | 70,918 | $922.4K | 0.11% | +47+0.1% | Added |
| Shaker Financial Services, LLC | 69,997 | $910.4K | 0.29% | −5,516−7.3% | Reduced |
| Morgan Stanley | 29,146 | $379.1K | 0.00% | −6,906−19.2% | Reduced |
| Lazard Asset Management LLC | 27,375 | $356.1K | 0.00% | −2,320−7.8% | Reduced |
| Susquehanna International Group, LLP | 19,335 | $251.5K | 0.00% | −4,857−20.1% | Reduced |
| Wolverine Asset Management LLC | 10,933 | $142.2K | 0.00% | +10,539+2,674.9% | Added |
| Winmill & Co. Inc | 6,000 | $78.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,487 | $32.4K | 0.00% | +1,926+343.3% | Added |
| Signaturefd, LLC | 2,488 | $32.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,261 | $16.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,103 | $14.3K | 0.00% | +533+93.5% | Added |
| UBS Group AG | 1,017 | $13.2K | 0.00% | +134+15.2% | Added |
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $13 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 0 | $0 | 0.00% | −25,233−100.0% | Sold out |