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 2022
Institutional positions in Mexico Fund Inc as of Sep 30, 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
- 28
- +2 vs. Q2 2022
- Shares held
- 8.47M
- −22.7K (−0.3%) vs. Q2 2022
- Total value
- $110.4M
- −$12.3M (−10.0%) vs. Q2 2022
- New holders
- 4
- 8 more added
- Sold out
- 2
- 8 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 177 | $2.00K | 0.00% | +177 | New |
| Zullo Investment Group, Inc. | 252 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 200 | $3.00K | 0.00% | +190+1,900.0% | Added |
| Rockefeller Capital Management L.P. | 622 | $8.00K | 0.00% | +7+1.1% | Added |
| Baystate Wealth Management LLC | 880 | $11.0K | 0.00% | +11+1.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 845 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 978 | $13.0K | 0.00% | +10+1.0% | Added |
| Center for Financial Planning, Inc. | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,218 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,551 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,197 | $29.0K | 0.00% | −791−26.5% | Reduced |
| Gradient Investments LLC | 3,080 | $40.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,025 | $40.0K | 0.00% | +220+7.8% | Added |
| Wells Fargo & Company | 4,265 | $56.0K | 0.00% | −265−5.8% | Reduced |
| Royal Bank of Canada | 4,786 | $62.0K | 0.00% | −242−4.8% | Reduced |
| John G Ullman & Associates Inc | 10,600 | $138.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 21,500 | $280.0K | 0.01% | +21,500 | New |
| Wolverine Asset Management LLC | 23,404 | $304.0K | 0.00% | +22,704+3,243.4% | Added |
| Morgan Stanley | 26,809 | $349.0K | 0.00% | +9,832+57.9% | Added |
| Peapack Gladstone Financial Corp | 34,579 | $451.0K | 0.01% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 43,597 | $568.0K | 0.67% | −133−0.3% | Reduced |
| Bulldog Investors, LLP | 43,900 | $572.0K | 0.17% | +43,900 | New |
| Boothbay Fund Management, LLC | 43,900 | $572.0K | 0.02% | +43,900 | New |
| Matisse Capital | 63,904 | $833.0K | 1.06% | −2,134−3.2% | Reduced |
| 1607 Capital Partners, LLC | 179,051 | $2.33M | 0.18% | −6,800−3.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,401,737 | $18.3M | 0.03% | +165,901+13.4% | Added |
| Lazard Asset Management LLC | 1,676,601 | $21.8M | 0.03% | −36,346−2.1% | Reduced |
| City of London Investment Management Co Ltd | 4,879,017 | $63.5M | 5.53% | −250,075−4.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −33,210−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |