Mexico Fund Inc
MXF- Exchange
- NYSE
- SEC CIK
- 0000065433
In the last 90 days, Mexico Fund Inc insiders filed 19 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, Q1 2022
Institutional positions in Mexico Fund Inc as of Mar 31, 2022. 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
- +1 vs. Q4 2021
- Shares held
- 8.47M
- +219.1K (+2.7%) vs. Q4 2021
- Total value
- $140.4M
- +$10.4M (+8.0%) vs. Q4 2021
- New holders
- 3
- 8 more added
- Sold out
- 2
- 6 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 252 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 476 | $8.00K | 0.00% | +25+5.5% | Added |
| Baystate Wealth Management LLC | 858 | $14.0K | 0.00% | +10+1.2% | Added |
| JNBA Financial Advisors | 1,017 | $17.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,218 | $20.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,325 | $22.0K | 0.01% | +1,325 | New |
| Advisor Group Holdings, Inc. | 1,550 | $26.0K | 0.00% | +1+0.1% | Added |
| Gradient Investments LLC | 3,080 | $51.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,607 | $60.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,530 | $75.0K | 0.00% | +497+12.3% | Added |
| UBS Group AG | 4,581 | $76.0K | 0.00% | −24−0.5% | Reduced |
| Royal Bank of Canada | 5,042 | $84.0K | 0.00% | −338−6.3% | Reduced |
| Cornerstone Advisors, LLC | 10,058 | $167.0K | 0.01% | −28,440−73.9% | Reduced |
| John G Ullman & Associates Inc | 10,600 | $176.0K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 12,457 | $207.0K | 0.00% | +12,457 | New |
| Morgan Stanley | 12,614 | $209.0K | 0.00% | −1,905−13.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 22,960 | $381.0K | 0.15% | +2,040+9.8% | Added |
| Peapack Gladstone Financial Corp | 34,805 | $577.0K | 0.01% | +34,805 | New |
| Wolverine Asset Management LLC | 38,117 | $631.0K | 0.01% | −40,004−51.2% | Reduced |
| Hudson Portfolio Management LLC | 44,415 | $736.0K | 0.65% | +700+1.6% | Added |
| Matisse Capital | 66,335 | $1.10M | 1.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 194,951 | $3.23M | 0.19% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,236,922 | $20.5M | 0.03% | +46,034+3.9% | Added |
| Lazard Asset Management LLC | 1,537,822 | $25.5M | 0.03% | +218,594+16.6% | Added |
| City of London Investment Management Co Ltd | 5,222,480 | $86.5M | 5.46% | −26,600−0.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |