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, Q4 2021
Institutional positions in Mexico Fund Inc as of Dec 31, 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
- 27
- −2 vs. Q3 2021
- Shares held
- 8.25M
- +170.6K (+2.1%) vs. Q3 2021
- Total value
- $129.9M
- +$9.58M (+8.0%) vs. Q3 2021
- New holders
- 4
- 4 more added
- Sold out
- 6
- 10 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Total Clarity Wealth Management, Inc. | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 252 | $4.00K | 0.00% | +252 | New |
| Thomas J. Herzfeld Advisors, Inc. | 451 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 848 | $13.0K | 0.00% | +10+1.2% | Added |
| Center for Financial Planning, Inc. | 1,000 | $16.0K | 0.00% | −1,000−50.0% | Reduced |
| JNBA Financial Advisors | 1,017 | $16.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,218 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,549 | $25.0K | 0.00% | −300−16.2% | Reduced |
| Gradient Investments LLC | 3,080 | $48.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,607 | $57.0K | 0.00% | −10.0% | Reduced |
| Wells Fargo & Company | 4,033 | $64.0K | 0.00% | −1,189,718−99.7% | Reduced |
| UBS Group AG | 4,605 | $73.0K | 0.00% | −1,813−28.2% | Reduced |
| Royal Bank of Canada | 5,380 | $85.0K | 0.00% | −4,173−43.7% | Reduced |
| John G Ullman & Associates Inc | 10,600 | $167.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 14,519 | $229.0K | 0.00% | −2,832−16.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 20,920 | $329.0K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 38,498 | $606.0K | 0.03% | +4,870+14.5% | Added |
| Hudson Portfolio Management LLC | 43,715 | $688.0K | 0.61% | −875−2.0% | Reduced |
| Matisse Capital | 66,335 | $1.04M | 0.72% | +66,335 | New |
| Wolverine Asset Management LLC | 78,121 | $1.23M | 0.01% | −42,940−35.5% | Reduced |
| 1607 Capital Partners, LLC | 194,951 | $3.07M | 0.16% | −29,900−13.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,190,888 | $18.7M | 0.02% | +1,190,888 | New |
| Lazard Asset Management LLC | 1,319,228 | $20.8M | 0.02% | +26,858+2.1% | Added |
| City of London Investment Management Co Ltd | 5,249,080 | $82.6M | 4.66% | +232,793+4.6% | Added |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −35,129−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −16,177−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −13,861−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,388−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −201−100.0% | Sold out |