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 2023
Institutional positions in Mexico Fund Inc as of Sep 30, 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
- 37
- +1 vs. Q2 2023
- Shares held
- 7.77M
- −382.3K (−4.7%) vs. Q2 2023
- Total value
- $127.9M
- −$9.02M (−6.6%) vs. Q2 2023
- New holders
- 4
- 12 more added
- Sold out
- 3
- 9 more reduced
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 100 | $1.65K | 0.00% | +100 | New |
| CWM, LLC | 177 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 387 | $6.00K | 0.00% | +41+11.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 745 | $12.3K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 923 | $15.2K | 0.00% | +10+1.1% | Added |
| US Bancorp | 1,218 | $20.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,693 | $28.0K | 0.00% | +50+3.0% | Added |
| JPMorgan Chase & Co | 1,808 | $29.8K | 0.00% | +1,808 | New |
| UBS Group AG | 2,427 | $40.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,080 | $50.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,196 | $52.6K | 0.00% | +1,001+45.6% | Added |
| Trivant Custom Portfolio Group, LLC | 5,000 | $82.3K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,028 | $82.8K | 0.00% | −2,000−28.5% | Reduced |
| John G Ullman & Associates Inc | 10,600 | $174.6K | 0.03% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,952 | $180.4K | 0.02% | −8,949−45.0% | Reduced |
| Oak Grove Capital LLC | 11,399 | $187.7K | 0.07% | +11,399 | New |
| MidWestOne Financial Group, Inc. | 14,211 | $234.1K | 0.05% | 00.0% | Unchanged |
| Karpus Management, Inc. | 14,327 | $236.0K | 0.01% | −60−0.4% | Reduced |
| Logan Stone Capital, LLC | 23,551 | $387.9K | 0.11% | −18,500−44.0% | Reduced |
| HighTower Advisors, LLC | 23,371 | $388.0K | 0.00% | +1,348+6.1% | Added |
| Ionic Capital Management LLC | 27,500 | $452.9K | 0.18% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 28,430 | $468.2K | 0.22% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 33,001 | $543.5K | 0.30% | +33,001 | New |
| Peapack Gladstone Financial Corp | 33,176 | $546.0K | 0.01% | −592−1.8% | Reduced |
| Raymond James & Associates | 36,627 | $603.2K | 0.00% | +11,821+47.7% | Added |
| Hudson Portfolio Management LLC | 42,847 | $705.7K | 0.80% | −550−1.3% | Reduced |
| Boothbay Fund Management, LLC | 50,996 | $839.9K | 0.03% | +3,591+7.6% | Added |
| Wolverine Asset Management LLC | 63,571 | $1.05M | 0.02% | −51,478−44.7% | Reduced |
| Matisse Capital | 90,000 | $1.48M | 1.05% | 00.0% | Unchanged |
| Morgan Stanley | 99,201 | $1.63M | 0.00% | +25,210+34.1% | Added |
| Rpo LLC | 113,324 | $1.87M | 3.18% | +7,979+7.6% | Added |
| Almitas Capital LLC | 155,646 | $2.56M | 1.23% | +15,317+10.9% | Added |
| 1607 Capital Partners, LLC | 194,746 | $3.21M | 0.24% | +5,745+3.0% | Added |
| Lazard Asset Management LLC | 1,284,597 | $21.2M | 0.03% | −7,472−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,987,797 | $32.7M | 0.06% | +81,235+4.3% | Added |
| City of London Investment Management Co Ltd | 3,390,091 | $55.8M | 4.89% | −489,909−12.6% | Reduced |
| Bank of America Corp | 0 | $0 | 0.00% | −2,112−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |