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 2023
Institutional positions in Mexico Fund Inc as of Dec 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
- 38
- +1 vs. Q3 2023
- Shares held
- 7.56M
- −207.2K (−2.7%) vs. Q3 2023
- Total value
- $144.2M
- +$16.3M (+12.7%) vs. Q3 2023
- New holders
- 5
- 7 more added
- Sold out
- 4
- 19 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 17 | $324 | 0.00% | −83−83.0% | Reduced |
| CWM, LLC | 177 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $3.82K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 248 | $5.00K | 0.00% | −139−35.9% | Reduced |
| National Bank of Canada | 350 | $6.62K | 0.00% | +350 | New |
| Northwestern Mutual Wealth Management Co | 400 | $7.63K | 0.00% | +400 | New |
| Thomas J. Herzfeld Advisors, Inc. | 645 | $12.3K | 0.00% | −100−13.4% | Reduced |
| Baystate Wealth Management LLC | 936 | $17.9K | 0.00% | +13+1.4% | Added |
| US Bancorp | 1,393 | $26.6K | 0.00% | +175+14.4% | Added |
| Royal Bank of Canada | 2,018 | $39.0K | 0.00% | +325+19.2% | Added |
| Advisor Group Holdings, Inc. | 2,142 | $40.9K | 0.00% | −1,054−33.0% | Reduced |
| UBS Group AG | 2,327 | $44.4K | 0.00% | −100−4.1% | Reduced |
| Wells Fargo & Company | 3,028 | $57.8K | 0.00% | −2,000−39.8% | Reduced |
| Gradient Investments LLC | 3,080 | $58.8K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 4,900 | $93.5K | 0.06% | −100−2.0% | Reduced |
| John G Ullman & Associates Inc | 10,600 | $202.2K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,094 | $211.7K | 0.01% | −39,902−78.2% | Reduced |
| Custom Portfolio Group LLC | 11,372 | $217.0K | 0.19% | +11,372 | New |
| Oak Grove Capital LLC | 11,399 | $217.5K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,275 | $234.0K | 0.00% | +12,275 | New |
| Landscape Capital Management, L.L.C. | 13,013 | $248.3K | 0.02% | +2,061+18.8% | Added |
| Karpus Management, Inc. | 13,887 | $265.0K | 0.01% | −440−3.1% | Reduced |
| HighTower Advisors, LLC | 17,089 | $317.0K | 0.00% | −6,282−26.9% | Reduced |
| Rpo LLC | 24,654 | $470.4K | 0.74% | −88,670−78.2% | Reduced |
| Peapack Gladstone Financial Corp | 26,167 | $499.0K | 0.01% | −7,009−21.1% | Reduced |
| Shaker Financial Services, LLC | 26,216 | $500.2K | 0.21% | −2,214−7.8% | Reduced |
| Ionic Capital Management LLC | 27,500 | $524.7K | 0.25% | 00.0% | Unchanged |
| Raymond James & Associates | 30,031 | $573.0K | 0.00% | −6,596−18.0% | Reduced |
| Vanguard Capital Wealth Advisors | 35,664 | $680.5K | 0.55% | +35,664 | New |
| Quantedge Capital Pte Ltd | 39,901 | $761.3K | 0.37% | +6,900+20.9% | Added |
| Hudson Portfolio Management LLC | 41,089 | $784.0K | 0.85% | −1,758−4.1% | Reduced |
| Matisse Capital | 90,000 | $1.72M | 0.92% | 00.0% | Unchanged |
| Morgan Stanley | 97,945 | $1.87M | 0.00% | −1,256−1.3% | Reduced |
| Almitas Capital LLC | 160,856 | $3.07M | 1.06% | +5,210+3.3% | Added |
| 1607 Capital Partners, LLC | 185,281 | $3.54M | 0.25% | −9,465−4.9% | Reduced |
| Lazard Asset Management LLC | 1,277,791 | $24.4M | 0.03% | −6,806−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,881,493 | $35.9M | 0.06% | −106,304−5.3% | Reduced |
| City of London Investment Management Co Ltd | 3,491,522 | $66.6M | 5.44% | +101,431+3.0% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −63,571−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −23,551−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −14,211−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,808−100.0% | Sold out |