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 2022
Institutional positions in Mexico Fund Inc as of Dec 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
- 34
- +6 vs. Q3 2022
- Shares held
- 8.37M
- −100.7K (−1.2%) vs. Q3 2022
- Total value
- $123.5M
- +$13.1M (+11.9%) vs. Q3 2022
- New holders
- 9
- 12 more added
- Sold out
- 3
- 6 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 300 | $4 | 0.00% | +300 | New |
| Allworth Financial LP | 200 | $2.95K | 0.00% | −778−79.6% | Reduced |
| CWM, LLC | 177 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 200 | $3.00K | 0.00% | +200 | New |
| Zullo Investment Group, Inc. | 252 | $3.71K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 300 | $4.00K | 0.00% | +100+50.0% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $5.90K | 0.00% | +400 | New |
| Rockefeller Capital Management L.P. | 630 | $9.00K | 0.00% | +8+1.3% | Added |
| Baystate Wealth Management LLC | 891 | $13.0K | 0.00% | +11+1.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 905 | $13.3K | 0.01% | +60+7.1% | Added |
| Center for Financial Planning, Inc. | 1,000 | $14.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,218 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,194 | $33.0K | 0.00% | +643+41.5% | Added |
| Gradient Investments LLC | 3,080 | $45.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,478 | $66.0K | 0.00% | +1,453+48.0% | Added |
| Royal Bank of Canada | 4,787 | $70.0K | 0.00% | +10.0% | Added |
| Wells Fargo & Company | 7,030 | $103.6K | 0.00% | +2,765+64.8% | Added |
| Cornerstone Advisors, LLC | 10,000 | $147.4K | 0.01% | −11,500−53.5% | Reduced |
| Logan Stone Capital, LLC | 10,512 | $154.9K | 0.06% | +10,512 | New |
| John G Ullman & Associates Inc | 10,600 | $156.0K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 12,155 | $179.2K | 0.00% | +12,155 | New |
| HighTower Advisors, LLC | 15,960 | $224.0K | 0.00% | +15,960 | New |
| Morgan Stanley | 23,561 | $347.3K | 0.00% | −3,248−12.1% | Reduced |
| Shaker Financial Services, LLC | 24,124 | $355.6K | 0.17% | +24,124 | New |
| Ionic Capital Management LLC | 27,500 | $405.4K | 0.12% | +27,500 | New |
| Peapack Gladstone Financial Corp | 33,965 | $501.0K | 0.01% | −614−1.8% | Reduced |
| Wolverine Asset Management LLC | 36,353 | $535.8K | 0.01% | +12,949+55.3% | Added |
| Almitas Capital LLC | 43,569 | $642.2K | 0.30% | +43,569 | New |
| Hudson Portfolio Management LLC | 43,597 | $642.6K | 0.71% | 00.0% | Unchanged |
| Matisse Capital | 90,000 | $1.33M | 1.18% | +26,096+40.8% | Added |
| 1607 Capital Partners, LLC | 189,036 | $2.79M | 0.19% | +9,985+5.6% | Added |
| Lazard Asset Management LLC | 1,375,403 | $20.3M | 0.03% | −301,198−18.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,803,931 | $26.6M | 0.05% | +402,194+28.7% | Added |
| City of London Investment Management Co Ltd | 4,594,677 | $67.8M | 5.45% | −284,340−5.8% | Reduced |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −43,900−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −43,900−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |