Fomento Económico Mexicano, S.A.B. de C.V. (FMX) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-52.24 pp), while top 10 holders maintain a highly concentrated 70.9% of value.
Institutional Ownership147.8%$6.6B total value · ▼ 52.24 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score29 / 100Bearish
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow301 holders+11 net flow (+42 / -31)
AI Insights & Key Takeaways
- Positive Institutional Flow (+11)
- Top 10 holders control 70.9% of institutional value
- No Insider Signal
Top Institutional Holders of FMX
Ranked by reported Q1 2026 13F market value
Top 10 Holders
70.9%
Top 25 Holders
86.5%
Share of total reported institutional value in FMX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | First Eagle Investment Management, LLC | 12.9M | $1.43B | +3.2% | 37.340% | 1.90% |
| 2 | ROYAL BANK OF CANADA | 6.2M | $690.6M | +3.2% | 17.997% | 0.12% |
| 3 | HARDING LOEVNER LP | 5.6M | $617.4M | -6.3% | 16.087% | 6.35% |
| 4 | FMR LLC | 3.6M | $395.1M | -0.0% | 10.295% | 0.02% |
| 5 | Nuveen, LLC | 3.1M | $346.9M | -18.9% | 9.040% | 0.09% |
| 6 | BAILLIE GIFFORD & CO | 3.0M | $337.4M | -13.1% | 8.791% | 0.34% |
| 7 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.9M | $311.9M | -2.4% | 8.349% | 0.26% |
| 8 | HARRIS ASSOCIATES L P | 2.2M | $249.2M | -17.1% | 6.493% | 0.33% |
| 9 | Invesco Ltd. | 1.7M | $183.9M | +33.1% | 4.793% | 0.03% |
| 10 | Robeco Institutional Asset Management B.V. | 1.1M | $117.0M | +36.6% | 3.048% | 0.17% |
| 11 | ANTIPODES PARTNERS Ltd | 997K | $110.7M | +3.5% | 2.884% | 2.13% |
| 12 | ALTRINSIC GLOBAL ADVISORS LLC | 825K | $91.6M | -9.2% | 2.388% | 3.28% |
| 13 | DRIEHAUS CAPITAL MANAGEMENT LLC | 803K | $89.2M | +19.4% | 2.325% | 0.66% |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 794K | $88.2M | +22.6% | 2.297% | 0.06% |
| 15 | CIBC Bancorp USA Inc. | 699K | $77.6M | — | 2.022% | 0.10% |
| 16 | LAZARD ASSET MANAGEMENT LLC | 641K | $71.2M | -4.0% | 1.855% | 0.12% |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 640K | $71.1M | -4.0% | 1.852% | 0.12% |
| 18 | Amundi | 614K | $68.2M | +9.8% | 1.776% | 0.02% |
| 19 | Black Creek Investment Management Inc. | 590K | $65.5M | -17.8% | 1.707% | 3.51% |
| 20 | Northcape Capital Pty Ltd | 494K | $54.9M | +10.2% | 1.430% | 6.33% |
| 21 | USS Investment Management Ltd | 463K | $51.4M | +44.9% | 1.339% | 0.20% |
| 22 | NORTHERN TRUST CORP | 447K | $49.6M | -1.9% | 1.293% | 0.01% |
| 23 | BlackRock, Inc. | 421K | $46.8M | -1.3% | 1.220% | 0.00% |
| 24 | MORGAN STANLEY | 419K | $46.5M | +0.2% | 1.211% | 0.00% |
| 25 | LBP AM SA | 415K | $46.0M | -21.7% | 1.200% | 0.63% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FMX — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in FMX during Q1 2026, grouped by how each filer changed its position.
New Buyers
42Institutions that opened a new FMX position in Q1 2026
- CIBC Bancorp USA Inc.$77.6M
- NEW YORK STATE COMMON RETIREMENT FUND$16.3M
- DEUTSCHE BANK AG\$9.6M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4.6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.4M
- Templeton & Phillips Capital Management, LLC$3.0M
- Point Nemo Capital, LLC$1.2M
- HSBC HOLDINGS PLC$1.0M
- IMC-Chicago, LLC$489K
- FLPUTNAM INVESTMENT MANAGEMENT CO$433K
- COMMERCE BANK$412K
- OPPENHEIMER & CO INC$322K
Exited Positions
31Institutions that fully closed their FMX position in Q1 2026
- HughesLittle Investment Management Ltd.$4.57B
- JPMORGAN CHASE & CO$130.0M
- CIBC Private Wealth Group, LLC$53.2M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$18.0M
- VANGUARD GROUP INC$5.2M
- Empowered Funds, LLC$2.2M
- APG Asset Management N.V.$839K
- BALYASNY ASSET MANAGEMENT LLC$779K
- FOX RUN MANAGEMENT, L.L.C.$765K
- Eurizon Capital SGR S.p.A.$669K
- AREX Capital Management, LP$665K
- CHESAPEAKE ASSET MANAGEMENT LLC$530K
FMX Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 301 | +3.8% | 147.75% | 52.24 pp | $6.60B | 39% |
| Q4 2025 | 290 | +6.6% | 199.99% | +61.75 pp | $10.80B | +75% |
| Q3 2025 | 272 | 2.9% | 138.24% | 19.08 pp | $6.18B | 12% |
| Q2 2025 | 280 | +4.1% | 157.32% | +18.22 pp | $7.03B | +13% |
| Q1 2025 | 269 | 4.3% | 139.10% | +16.96 pp | $6.22B | +14% |
| Q4 2024 | 281 | 8.8% | 122.14% | 15.09 pp | $5.46B | 11% |
| Q3 2024 | 308 | +2.3% | 137.23% | 13.32 pp | $6.13B | 8.8% |
| Q2 2024 | 301 | — | 150.55% | — | $6.73B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
FMX — Frequently Asked Questions
Quick answers to the most common questions about buying FMX stock.
What percentage of FMX is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Fomento Económico Mexicano, S.A.B. de C.V. stands at 147.8%, held across 301 reporting institutions.
Who is the largest institutional holder of FMX?
First Eagle Investment Management, LLC is the largest reported institutional holder of FMX, with approximately 12,902,253 shares worth $1.43B as of Q1 2026.
Is FMX a hedge fund favorite?
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of FMX.
What is FMX's Smart Money Score?
Our composite Smart Money Score for FMX is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought FMX this quarter?
42 institutions opened new positions in FMX during Q1 2026, while 31 fully exited. 215 added to existing positions and 39 trimmed.
How is institutional ownership of FMX changing?
FMX institutional ownership fell by 52.24 percentage points quarter-over-quarter, with a net change of +11 holders.
How concentrated is FMX ownership among the top holders?
The top 10 institutions account for 70.9% of all reported 13F value in FMX, and the top 25 account for 86.5%.
Where does this FMX institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.