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Of the 12 tracked institutions holding FMX, 6 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +0.8pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, FMX (FOMENTO ECONOMICO MEXICANO S) is held with a combined value of $1.14B across 8,913,476 shares. The largest holder is FMR LLC with a position worth $454.99M (0.02% of their portfolio). WELLINGTON MANAGEMENT GROUP LLP opened a new position in the most recent quarter. 2 funds increased their holdings. 8 funds reduced their position.
Total Institutional Value
$1.14B
Total Shares Held
8,913,476
Institutional Holders
12
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $454.99M | 0.02% | -0.0% |
| 2 | BAILLIE GIFFORD & CO | $342.01M | 0.31% | -12.0% |
| 3 | HARRIS ASSOCIATES L P | $197.17M | 0.26% | -31.3% |
| 4 | BlackRock, Inc. | $52.99M | 0.00% | -1.7% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $48.28M | 0.02% | +295.5% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $17.62M | 0.00% | -18.7% |
| 7 | MILLENNIUM MANAGEMENT LLC | $9.20M | 0.01% | -51.5% |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | $6.88M | 0.02% | - |
| 9 | VANGUARD GROUP INC | $5.20M | 0.00% | -7.4% |
| 10 | CITADEL ADVISORS LLC | $2.97M | 0.00% | -56.8% |
SEC Schedule 13D (activist) and 13G (passive) filings for FMX. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Jonathan Jackson | Sell | Jul 17, 2025 |
| Jonathan Jackson | Buy | May 21, 2025 |
| Josh Gottheimer | Sell | Apr 9, 2025 |
| Josh Gottheimer | Sell |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of FMX with a position worth $454.99M, representing 0.02% of their portfolio. In total, 12 institutional investors hold FMX with a combined value of $1.14B.
In the most recent quarter, 1 fund opened a new position in FMX. Additionally, 2 increased their holdings and 8 reduced their positions.
Institutional investors hold $1.14B worth of FMX stock across 12 positions. The largest institutional holder is FMR LLC with $454.99M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For FMX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their FMX positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Jun 21, 2024 |
Last Close
$126.46
2026-10-16
YTD
+25.3%
84% of 52-week range
