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 2024
Institutional positions in Mexico Fund Inc as of Dec 31, 2024. 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
- 0 vs. Q3 2024
- Shares held
- 7.66M
- +27.3K (+0.4%) vs. Q3 2024
- Total value
- $101.1M
- −$14.1M (−12.2%) vs. Q3 2024
- New holders
- 7
- 9 more added
- Sold out
- 7
- 10 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Mexico Fund Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 197 | $2.60K | 0.00% | +197 | New |
| Allworth Financial LP | 200 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 317 | $4.00K | 0.00% | −31−8.9% | Reduced |
| National Bank of Canada | 350 | $4.62K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 627 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 694 | $9.16K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,031 | $13.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,218 | $16.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,300 | $17.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,500 | $19.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,025 | $27.0K | 0.00% | +2+0.1% | Added |
| Advisor Group Holdings, Inc. | 2,243 | $29.6K | 0.00% | +1,083+93.4% | Added |
| UBS Group AG | 2,342 | $30.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,029 | $40.0K | 0.00% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 10,600 | $139.9K | 0.02% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 10,600 | $139.9K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,967 | $144.8K | 0.00% | −2,561−18.9% | Reduced |
| Peapack Gladstone Financial Corp | 13,143 | $173.0K | 0.00% | −2,468−15.8% | Reduced |
| Calamos Advisors LLC | 13,187 | $174.1K | 0.00% | +13,187 | New |
| Shaker Financial Services, LLC | 17,789 | $234.8K | 0.09% | −6,427−26.5% | Reduced |
| Rahlfs Capital, LLC | 20,875 | $275.6K | 0.27% | +20,875 | New |
| SFI Advisors, LLC | 29,792 | $393.3K | 0.28% | +29,792 | New |
| Morgan Stanley | 31,604 | $417.2K | 0.00% | −37,096−54.0% | Reduced |
| Hudson Portfolio Management LLC | 39,272 | $518.4K | 0.51% | −1,025−2.5% | Reduced |
| Raymond James Financial Inc | 49,311 | $650.9K | 0.00% | +49,311 | New |
| Landscape Capital Management, L.L.C. | 54,690 | $721.9K | 0.08% | −20,991−27.7% | Reduced |
| Logan Stone Capital, LLC | 81,317 | $1.07M | 0.36% | +8,606+11.8% | Added |
| Quantedge Capital Pte Ltd | 92,284 | $1.22M | 0.44% | +20,400+28.4% | Added |
| Uhlmann Price Securities, LLC | 95,197 | $1.26M | 0.95% | +25,314+36.2% | Added |
| Boothbay Fund Management, LLC | 112,864 | $1.49M | 0.05% | +112,864 | New |
| Wolverine Asset Management LLC | 145,595 | $1.92M | 0.03% | +71,133+95.5% | Added |
| Rpo LLC | 150,485 | $1.99M | 2.59% | +150,485 | New |
| Matisse Capital | 195,000 | $2.57M | 1.31% | +14,000+7.7% | Added |
| 1607 Capital Partners, LLC | 246,686 | $3.26M | 0.26% | +45,845+22.8% | Added |
| Almitas Capital LLC | 317,846 | $4.20M | 0.92% | +176,498+124.9% | Added |
| Lazard Asset Management LLC | 1,132,225 | $14.9M | 0.02% | −21,236−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,351,818 | $17.8M | 0.03% | −147,144−9.8% | Reduced |
| City of London Investment Management Co Ltd | 3,418,490 | $45.1M | 4.48% | −79,139−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −318,050−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −12,912−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −12,162−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,639−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −11,548−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −4,355−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |