Who owns FMX (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-Q1 13F filings. 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
95 tracked funds added or opened FMX while 34 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.3pp 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 2025-Q4 and 2026-Q1, across 306 tracked filers holding FMX, 152 increased or opened the position and 123 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 7
- CIBC Bancorp USA Inc.$78M
- NEW YORK STATE COMMON RETIREMENT FUND$16M
- ACADIAN ASSET MANAGEMENT LLC$13M
- DEUTSCHE BANK AG\$10M
- VANGUARD PORTFOLIO MANAGEMENT LLC$5M
- Templeton & Phillips Capital Management, LLC$3M
Full exits 12
- CIBC Private Wealth Group LLC$53M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$18M
- Janney Capital Management LLC$8M
- VANGUARD GROUP INC$5M
- Empowered Funds, LLC$2M
- Caption Management, LLC$2M
Largest adds
- First Eagle Investment Management, LLC$169M
- ROYAL BANK OF CANADA$82M
- Invesco Ltd.$55M
- Robeco Institutional Asset Management B.V.$39M
- FMR LLC$35M
- VICTORY CAPITAL MANAGEMENT INC$23M
Largest trims
- Employees Retirement System of Texas$49M
- Nuveen, LLC$42M
- GOLDMAN SACHS GROUP INC$42M
- INCA Investments LLC$28M
- HARRIS ASSOCIATES L P$24M
- JPMORGAN CHASE & CO$23M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| First Eagle Investment Management, LLC added | 12,902,253 | $1.4B | 19.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 6,218,709 | $691M | 9.3% | 2026-Q1 |
| Harding Loevner LP trimmed | 5,558,756 | $617M | 8.3% | 2026-Q1 |
| FMR LLC trimmed | 3,556,786 | $395M | 5.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 3,123,510 | $347M | 4.7% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 3,037,796 | $337M | 4.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 2,884,741 | $312M | 4.2% | 2026-Q1 |
| HARRIS ASSOCIATES L P trimmed | 2,243,620 | $249M | 3.3% | 2026-Q1 |
| Invesco Ltd. added | 1,630,560 | $181M | 2.4% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 1,053,165 | $117M | 1.6% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd added | 996,560 | $111M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 994,207 | $107M | 1.4% | 2026-Q1 |
| ALTRINSIC GLOBAL ADVISORS LLC trimmed | 825,168 | $92M | 1.2% | 2026-Q1 |
| Driehaus Capital Management LLC added | 803,253 | $89M | 1.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 793,765 | $88M | 1.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 698,611 | $78M | 1.0% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 640,916 | $71M | 1.0% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 639,803 | $71M | 1.0% | 2026-Q1 |
| Amundi added | 613,753 | $68M | 0.9% | 2026-Q1 |
| Black Creek Investment Management Inc. trimmed | 589,801 | $66M | 0.9% | 2026-Q1 |
| Northcape Capital Pty Ltd added | 494,108 | $55M | 0.7% | 2026-Q1 |
| USS Investment Management Ltd added | 462,624 | $51M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 446,776 | $50M | 0.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 421,392 | $47M | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 418,560 | $46M | 0.6% | 2026-Q1 |
| LBP AM SA trimmed | 414,582 | $46M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 404,135 | $45M | 0.6% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 376,897 | $42M | 0.6% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 409,557 | $41M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 312,324 | $35M | 0.5% | 2026-Q1 |
| Skerryvore Asset Management Ltd trimmed | 267,868 | $31M | 0.4% | 2026-Q1 |
| STRS OHIO trimmed | 276,691 | $31M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 236,168 | $26M | 0.4% | 2026-Q1 |
| Cook & Bynum Capital Management, LLC | 233,445 | $26M | 0.3% | 2026-Q1 |
| GABELLI FUNDS LLC | 201,200 | $22M | 0.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 197,032 | $22M | 0.3% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 181,075 | $20M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 178,859 | $20M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 176,865 | $20M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 169,444 | $19M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 166,009 | $18M | 0.2% | 2026-Q1 |
| Sustainable Growth Advisers, LP added | 165,107 | $18M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 155,868 | $17M | 0.2% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 154,363 | $17M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 148,391 | $16M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 146,691 | $16M | 0.2% | 2026-Q1 |
| Perpetual Ltd added | 144,876 | $16M | 0.2% | 2026-Q1 |
| Value Partners Investments Inc. | 137,109 | $15M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 136,842 | $15M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 134,708 | $15M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 131,596 | $15M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 114,089 | $13M | 0.2% | 2026-Q1 |
| INCA Investments LLC trimmed | 110,104 | $12M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 106,766 | $11M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 103,058 | $11M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 94,633 | $10M | 0.1% | 2026-Q1 |
| BARINGS LLC added | 90,614 | $10M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 88,579 | $10M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 87,904 | $10M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 86,530 | $10M | 0.1% | 2026-Q1 |
| Fundamenta Capital S.A. trimmed | 83,841 | $9M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 78,605 | $9M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 78,230 | $9M | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 75,440 | $8M | 0.1% | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG trimmed | 71,269 | $8M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 68,255 | $8M | 0.1% | 2026-Q1 |
| ABS Direct Equity Fund LLC trimmed | 65,300 | $7M | 0.1% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 53,829 | $6M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 53,803 | $6M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 52,296 | $6M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 49,609 | $6M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 45,951 | $5M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 45,561 | $5M | 0.1% | 2026-Q1 |
| MMBG INVESTMENT ADVISORS CO. | 43,578 | $5M | 0.1% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 42,550 | $5M | 0.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 41,304 | $5M | 0.1% | 2026-Q1 |
| Portland Global Advisors LLC added | 40,385 | $4M | 0.1% | 2026-Q1 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. trimmed | 40,031 | $4M | 0.1% | 2026-Q1 |
| Baker Ellis Asset Management LLC trimmed | 36,067 | $4M | 0.1% | 2026-Q1 |
| ASSETMARK, INC added | 35,515 | $4M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 35,445 | $4M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 33,668 | $4M | 0.1% | 2026-Q1 |
| GQG Partners LLC added | 3,759,941 | $387M | 5.2% | 2025-Q2 stale |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 1,038,861 | $101M | 1.4% | 2025-Q1 stale |
| MACQUARIE GROUP LTD trimmed | 793,184 | $78M | 1.1% | 2025-Q3 stale |
| Ninety One UK Ltd trimmed | 596,665 | $61M | 0.8% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 526,391 | $53M | 0.7% | 2025-Q4 stale |
| Ninety One North America, Inc. trimmed | 222,042 | $23M | 0.3% | 2025-Q2 stale |
| Talaria Asset Management Pty Ltd trimmed | 197,700 | $19M | 0.3% | 2025-Q3 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 177,725 | $18M | 0.2% | 2025-Q4 stale |
| COMGEST GLOBAL INVESTORS S.A.S. trimmed | 175,517 | $17M | 0.2% | 2025-Q3 stale |
| Coronation Fund Managers Ltd. trimmed | 117,750 | $11M | 0.2% | 2025-Q1 stale |
| Holocene Advisors, LP new | 106,109 | $11M | 0.1% | 2025-Q2 stale |
| Medina Value Partners, LLC | 88,033 | $9M | 0.1% | 2025-Q3 stale |
| Janney Capital Management LLC trimmed | 77,656 | $8M | 0.1% | 2025-Q4 stale |
| Morningstar Investment Management LLC new | 66,228 | $7M | 0.1% | 2025-Q3 stale |
| JARISLOWSKY, FRASER Ltd trimmed | 55,306 | $5M | 0.1% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 51,423 | $5M | 0.1% | 2025-Q4 stale |
| Vontobel Holding Ltd. new | 49,702 | $5M | 0.1% | 2025-Q2 stale |
| RENAISSANCE GROUP LLC added | 45,671 | $5M | 0.1% | 2025-Q2 stale |
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.