Mexico Fund Inc
MXF- Exchange
- NYSE
- SEC CIK
- 0000065433
In the last 90 days, Mexico Fund Inc insiders filed 18 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, Q3 2021
Institutional positions in Mexico Fund Inc as of Sep 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
- 0 vs. Q2 2021
- Shares held
- 8.08M
- +194.6K (+2.5%) vs. Q2 2021
- Total value
- $120.3M
- +$122.0K (+0.1%) vs. Q2 2021
- New holders
- 3
- 10 more added
- Sold out
- 3
- 4 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 90 | $1.00K | 0.00% | +90 | New |
| Allworth Financial LP | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 201 | $3.00K | 0.00% | +201 | New |
| Thomas J. Herzfeld Advisors, Inc. | 451 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 838 | $12.0K | 0.00% | +9+1.1% | Added |
| JNBA Financial Advisors | 1,017 | $15.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,218 | $18.0K | 0.00% | −884−42.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,849 | $27.0K | 0.00% | +1+0.1% | Added |
| Center for Financial Planning, Inc. | 2,000 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,080 | $31.0K | 0.00% | +20+1.0% | Added |
| Gradient Investments LLC | 3,080 | $46.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,608 | $54.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,418 | $96.0K | 0.00% | +773+13.7% | Added |
| Royal Bank of Canada | 9,553 | $141.0K | 0.00% | −3,624−27.5% | Reduced |
| Guggenheim Capital LLC | 10,388 | $154.0K | 0.00% | +10,388 | New |
| John G Ullman & Associates Inc | 10,600 | $157.0K | 0.02% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 13,861 | $206.0K | 0.08% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 16,177 | $240.0K | 0.12% | +3,891+31.7% | Added |
| Morgan Stanley | 17,351 | $258.0K | 0.00% | +131+0.8% | Added |
| Shepherd Kaplan Krochuk, LLC | 20,920 | $311.0K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 33,628 | $499.0K | 0.03% | −34,400−50.6% | Reduced |
| Peapack Gladstone Financial Corp | 35,129 | $522.0K | 0.01% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 44,590 | $662.0K | 0.61% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 121,061 | $1.80M | 0.02% | +22,357+22.7% | Added |
| 1607 Capital Partners, LLC | 224,851 | $3.34M | 0.17% | −14,239−6.0% | Reduced |
| Wells Fargo & Company | 1,193,751 | $17.7M | 0.00% | +3,436+0.3% | Added |
| Lazard Asset Management LLC | 1,292,370 | $19.2M | 0.02% | +13,555+1.1% | Added |
| City of London Investment Management Co Ltd | 5,016,287 | $74.8M | 4.47% | +197,020+4.1% | Added |
| Whittier Trust Co | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |