Mexico Fund Inc
MXF- Exchange
- NYSE
- SEC CIK
- 0000065433
In the last 90 days, Mexico Fund Inc insiders filed 17 open-market purchases and 0 sales; 46 institutions reported holding it in 13F filings for Q2 2026, worth $193.3M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Mexico Fund Inc as of Jun 30, 2021. 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
- 29
- +3 vs. Q1 2021
- Shares held
- 7.89M
- +172.9K (+2.2%) vs. Q1 2021
- Total value
- $120.2M
- +$11.1M (+10.2%) vs. Q1 2021
- New holders
- 5
- 7 more added
- Sold out
- 2
- 5 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MXF 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 | 46 | $193.3M |
| Q1 2026 | 45 | $177.8M |
| Q4 2025 | 39 | $174.8M |
| Q3 2025 | 37 | $166.8M |
| Q2 2025 | 36 | $146.5M |
| Q1 2025 | 38 | $111.7M |
| Q4 2024 | 38 | $101.1M |
| Q3 2024 | 39 | $115.5M |
| Q2 2024 | 36 | $116.2M |
| Q1 2024 | 36 | $138.0M |
| Q4 2023 | 38 | $144.2M |
| Q3 2023 | 37 | $127.9M |
| Q2 2023 | 36 | $136.9M |
| Q1 2023 | 33 | $140.8M |
| Q4 2022 | 34 | $123.5M |
| Q3 2022 | 28 | $110.4M |
| Q2 2022 | 26 | $122.7M |
| Q1 2022 | 27 | $140.4M |
| Q4 2021 | 27 | $129.9M |
| Q3 2021 | 29 | $120.3M |
| Q2 2021 | 29 | $120.2M |
| Q1 2021 | 26 | $109.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City of London Investment Management Co Ltd | 4,819,267 | $73.5M | 3.84% | +55,642+1.2% | Added |
| Lazard Asset Management LLC | 1,278,815 | $19.5M | 0.02% | −34,456−2.6% | Reduced |
| Wells Fargo & Company | 1,190,315 | $18.1M | 0.00% | +70,309+6.3% | Added |
| 1607 Capital Partners, LLC | 239,090 | $3.64M | 0.18% | −21,200−8.1% | Reduced |
| Wolverine Asset Management LLC | 98,704 | $1.50M | 0.01% | +45,330+84.9% | Added |
| Cornerstone Advisors, LLC | 68,028 | $1.04M | 0.06% | +19,699+40.8% | Added |
| Hudson Portfolio Management LLC | 44,590 | $679.0K | 0.62% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 35,129 | $535.0K | 0.01% | −689−1.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 20,920 | $319.0K | 0.12% | +20,920 | New |
| Morgan Stanley | 17,220 | $262.0K | 0.00% | −7,902−31.5% | Reduced |
| Shaker Financial Services, LLC | 13,861 | $211.0K | 0.08% | +13,861 | New |
| Royal Bank of Canada | 13,177 | $201.0K | 0.00% | −4,081−23.6% | Reduced |
| Quantedge Capital Pte Ltd | 12,286 | $187.0K | 0.09% | +12,286 | New |
| John G Ullman & Associates Inc | 10,600 | $161.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 5,645 | $86.0K | 0.00% | +469+9.1% | Added |
| Bank of America Corp | 3,608 | $55.0K | 0.00% | +196+5.7% | Added |
| Gradient Investments LLC | 3,080 | $47.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,326 | $35.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,102 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,060 | $31.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,000 | $30.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,848 | $28.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,799 | $27.0K | 0.00% | +1,799 | New |
| JNBA Financial Advisors | 1,017 | $15.0K | 0.00% | +1,017 | New |
| Baystate Wealth Management LLC | 829 | $13.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 451 | $7.00K | 0.00% | +142+46.0% | Added |
| Allworth Financial LP | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |