Mexico Fund Inc
MXF- Exchange
- NYSE
- SEC CIK
- 0000065433
In the last 90 days, Mexico Fund Inc insiders filed 17 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 2023
Institutional positions in Mexico Fund Inc as of Mar 31, 2023. 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
- 33
- −1 vs. Q4 2022
- Shares held
- 8.27M
- −100.8K (−1.2%) vs. Q4 2022
- Total value
- $140.8M
- +$17.3M (+14.0%) vs. Q4 2022
- New holders
- 5
- 12 more added
- Sold out
- 6
- 6 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City of London Investment Management Co Ltd | 4,430,822 | $75.4M | 5.77% | −163,855−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,825,412 | $31.1M | 0.05% | +21,481+1.2% | Added |
| Lazard Asset Management LLC | 1,294,655 | $22.0M | 0.03% | −80,748−5.9% | Reduced |
| 1607 Capital Partners, LLC | 194,001 | $3.30M | 0.23% | +4,965+2.6% | Added |
| Matisse Capital | 90,000 | $1.53M | 0.99% | 00.0% | Unchanged |
| Almitas Capital LLC | 71,023 | $1.21M | 0.58% | +27,454+63.0% | Added |
| Wolverine Asset Management LLC | 55,436 | $943.5K | 0.02% | +19,083+52.5% | Added |
| Morgan Stanley | 54,500 | $927.6K | 0.00% | +30,939+131.3% | Added |
| Hudson Portfolio Management LLC | 43,397 | $738.6K | 0.83% | −200−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 33,964 | $578.0K | 0.01% | −10.0% | Reduced |
| Ionic Capital Management LLC | 27,500 | $468.1K | 0.18% | 00.0% | Unchanged |
| Raymond James & Associates | 24,440 | $416.0K | 0.00% | +12,285+101.1% | Added |
| Shaker Financial Services, LLC | 24,124 | $410.6K | 0.18% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,511 | $339.0K | 0.00% | +4,551+28.5% | Added |
| Logan Stone Capital, LLC | 17,562 | $298.9K | 0.12% | +7,050+67.1% | Added |
| MidWestOne Financial Group, Inc. | 14,211 | $241.9K | 0.05% | +14,211 | New |
| John G Ullman & Associates Inc | 10,600 | $180.0K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 8,322 | $141.6K | 0.00% | +8,322 | New |
| Wells Fargo & Company | 7,031 | $119.7K | 0.00% | +10.0% | Added |
| Trivant Custom Portfolio Group, LLC | 5,000 | $85.1K | 0.06% | +5,000 | New |
| Royal Bank of Canada | 4,680 | $80.0K | 0.00% | −107−2.2% | Reduced |
| UBS Group AG | 3,392 | $57.7K | 0.00% | −1,086−24.3% | Reduced |
| Gradient Investments LLC | 3,080 | $52.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,194 | $37.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,112 | $35.9K | 0.00% | +2,112 | New |
| US Bancorp | 1,218 | $20.7K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,105 | $18.8K | 0.01% | +200+22.1% | Added |
| Baystate Wealth Management LLC | 902 | $15.4K | 0.00% | +11+1.2% | Added |
| GWM Advisors LLC | 300 | $5.11K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 302 | $5.00K | 0.00% | +102+51.0% | Added |
| Allworth Financial LP | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 177 | $3.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 60 | $1.02K | 0.00% | +60 | New |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −252−100.0% | Sold out |