Who owns FMX
Which tracked institutional funds hold FMX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FMX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FMX is one-sided between 2026-Q1 and 2026-Q2: 114 added or opened and 38 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FMX’s largest tracked holder by dollar value, First Eagle Investment Management, LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FMX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 322 tracked filers holding FMX, 169 increased or opened the position and 145 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FMX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- Ninety One UK Ltd$62M
- Ninety One North America, Inc.$14M
- JANE STREET GROUP, LLC$13M
- Quadrature Capital Ltd$10M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9M
- MIRABELLA FINANCIAL SERVICES LLP$6M
Full exits 14
- Amundi$68M
- LBP AM SA$46M
- NATIXIS ADVISORS, LLC$15M
- ACADIAN ASSET MANAGEMENT LLC$13M
- INCA Investments LLC$12M
- Fundamenta Capital S.A.$9M
Largest adds
- First Eagle Investment Management, LLC$231M
- Robeco Institutional Asset Management B.V.$150M
- Itau Unibanco Holding S.A.$115M
- ROYAL BANK OF CANADA$109M
- Connor, Clark & Lunn Investment Management Ltd.$90M
- Harding Loevner LP$71M
Largest trims
- HARRIS ASSOCIATES L P$52M
- SCHRODER INVESTMENT MANAGEMENT GROUP$17M
- MILLENNIUM MANAGEMENT LLC$7M
- Sustainable Growth Advisers, LP$5M
- MARSHALL WACE, LLP$4M
- UBS Group AG$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| First Eagle Investment Management, LLC added | 13,008,276 | $1.7B | 21.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 6,248,348 | $799M | 10.2% | 2026-Q2 |
| Harding Loevner LP trimmed | 5,383,731 | $689M | 8.8% | 2026-Q2 |
| FMR LLC added | 3,557,426 | $455M | 5.8% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,906,085 | $372M | 4.8% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 2,674,055 | $342M | 4.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 2,245,691 | $295M | 3.8% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 2,086,672 | $267M | 3.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,556,766 | $199M | 2.5% | 2026-Q2 |
| HARRIS ASSOCIATES L P trimmed | 1,541,584 | $197M | 2.5% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 1,214,976 | $157M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,007,804 | $132M | 1.7% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd trimmed | 950,878 | $122M | 1.6% | 2026-Q2 |
| Driehaus Capital Management LLC added | 877,127 | $112M | 1.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 850,830 | $109M | 1.4% | 2026-Q2 |
| ALTRINSIC GLOBAL ADVISORS LLC trimmed | 809,172 | $103M | 1.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 767,711 | $98M | 1.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 682,087 | $87M | 1.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 665,535 | $85M | 1.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 590,814 | $76M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 514,271 | $66M | 0.8% | 2026-Q2 |
| Black Creek Investment Management Inc. trimmed | 514,214 | $66M | 0.8% | 2026-Q2 |
| SEI INVESTMENTS CO added | 513,784 | $66M | 0.8% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 486,140 | $62M | 0.8% | 2026-Q2 |
| Ninety One UK Ltd trimmed | 482,079 | $62M | 0.8% | 2026-Q2 |
| Northcape Capital Pty Ltd trimmed | 448,912 | $57M | 0.7% | 2026-Q2 |
| USS Investment Management Ltd trimmed | 443,243 | $57M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 440,850 | $56M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 440,783 | $56M | 0.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 414,345 | $53M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 377,475 | $48M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 324,315 | $41M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 299,632 | $38M | 0.5% | 2026-Q2 |
| STRS OHIO trimmed | 262,639 | $34M | 0.4% | 2026-Q2 |
| Capital Wealth Planning, LLC added | 259,225 | $33M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 256,371 | $33M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 250,280 | $32M | 0.4% | 2026-Q2 |
| Skerryvore Asset Management Ltd trimmed | 246,680 | $32M | 0.4% | 2026-Q2 |
| Cook & Bynum Capital Management, LLC | 233,445 | $30M | 0.4% | 2026-Q2 |
| GABELLI FUNDS LLC | 201,200 | $26M | 0.3% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 172,481 | $22M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 153,417 | $20M | 0.3% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 148,064 | $19M | 0.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 145,847 | $19M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 137,768 | $18M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 136,863 | $18M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 131,998 | $17M | 0.2% | 2026-Q2 |
| Value Partners Investments Inc. trimmed | 125,783 | $16M | 0.2% | 2026-Q2 |
| Perpetual Ltd trimmed | 122,331 | $16M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 107,683 | $14M | 0.2% | 2026-Q2 |
| Ninety One North America, Inc. trimmed | 107,328 | $14M | 0.2% | 2026-Q2 |
| Sustainable Growth Advisers, LP trimmed | 105,248 | $13M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 102,871 | $13M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 90,905 | $12M | 0.1% | 2026-Q2 |
| Man Group plc added | 86,593 | $11M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 82,260 | $11M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 75,912 | $10M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd new | 75,739 | $10M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 71,902 | $9M | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 71,882 | $9M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 69,733 | $9M | 0.1% | 2026-Q2 |
| BARINGS LLC trimmed | 69,146 | $9M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 68,639 | $9M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 67,580 | $9M | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG trimmed | 66,460 | $9M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 62,296 | $8M | 0.1% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 53,829 | $7M | 0.1% | 2026-Q2 |
| Templeton & Phillips Capital Management, LLC added | 53,586 | $7M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 52,936 | $7M | 0.1% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP added | 50,600 | $6M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 49,516 | $6M | 0.1% | 2026-Q2 |
| ABS Direct Equity Fund LLC trimmed | 48,250 | $6M | 0.1% | 2026-Q2 |
| ABS Investment Management LLC new | 48,250 | $6M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 47,018 | $6M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 45,459 | $6M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 43,567 | $6M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 43,090 | $6M | 0.1% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. trimmed | 43,038 | $6M | 0.1% | 2026-Q2 |
| Portland Global Advisors LLC added | 40,534 | $5M | 0.1% | 2026-Q2 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. trimmed | 37,482 | $5M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 37,050 | $5M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 34,922 | $4M | 0.1% | 2026-Q2 |
| Baker Ellis Asset Management LLC trimmed | 34,863 | $4M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 33,041 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 32,340 | $4M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 32,234 | $4M | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 31,778 | $4M | 0.1% | 2026-Q2 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC trimmed | 31,408 | $4M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 30,068 | $4M | 0.0% | 2026-Q2 |
| NLB Skladi, upravljanje premozenja, d.o.o. new | 29,710 | $4M | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 29,330 | $4M | 0.0% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 29,151 | $4M | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 29,068 | $4M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 28,879 | $4M | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 28,737 | $4M | 0.0% | 2026-Q2 |
| Creative Planning added | 28,502 | $4M | 0.0% | 2026-Q2 |
| Northwest & Ethical Investments L.P. new | 28,048 | $4M | 0.0% | 2026-Q2 |
| Solstein Capital, LLC | 27,490 | $4M | 0.0% | 2026-Q2 |
| Aberdeen Group plc added | 26,778 | $3M | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 26,749 | $3M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.