Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MXC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 57K | $586K | -0.0% | 2.802% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 56K | $569K | β | 2.721% | 0.00% |
| 3 | FIRST MANHATTAN CO | 41K | $416K | β | 1.987% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 38K | $392K | +2.6% | 1.873% | 0.00% |
| 5 | JANE STREET GROUP, LLC | 12K | $125K | β | 0.600% | 0.00% |
| 6 | Corient Private Wealth LLC | 10K | $103K | -30.8% | 0.494% | 0.00% |
| 7 | VANGUARD FIDUCIARY TRUST CO | 6K | $66K | β | 0.314% | 0.00% |
| 8 | CALDWELL SUTTER CAPITAL, INC. | 4K | $41K | 0.0% | 0.196% | 0.02% |
| 9 | Tower Research Capital LLC (TRC) | 372 | $4K | -7.0% | 0.018% | 0.00% |
| 10 | MORGAN STANLEY | 200 | $2K | β | 0.010% | 0.00% |
| 11 | FMR LLC | 160 | $2K | β | 0.008% | 0.00% |
| 12 | CITIGROUP INC | 75 | $767 | +7400.0% | 0.004% | 0.00% |
| 13 | SBI Securities Co., Ltd. | 10 | $102 | 0.0% | 0.001% | 0.00% |
| 14 | UBS Group AG | 5 | $51 | -95.1% | 0.000% | 0.00% |
| 15 | ACADIAN ASSET MANAGEMENT LLC | 701 | $7 | 0.0% | 0.034% | 0.00% |
| 16 | ROYAL BANK OF CANADA | 3 | $0 | +50.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MXC β a direct measure of their conviction.
Filings activity in MXC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MXC position in Q1 2026
Institutions that fully closed their MXC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 16 | 5.9% | 13.41% | +2.36 pp | $2M | +21% |
| Q4 2025 | 17 | +6.3% | 11.05% | +4.00 pp | $2M | +57% |
| Q3 2025 | 16 | +6.7% | 7.05% | 0.10 pp | $1M | 1.4% |
| Q2 2025 | 15 | 6.3% | 7.15% | +0.81 pp | $1M | +13% |
| Q1 2025 | 16 | +6.7% | 6.34% | 2.72 pp | $1M | 30% |
| Q4 2024 | 15 | +15% | 9.06% | 0.71 pp | $2M | 7.3% |
| Q3 2024 | 13 | +18% | 9.77% | +1.31 pp | $2M | +16% |
| Q2 2024 | 11 | β | 8.46% | β | $1M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MXC stock.
Based on Q1 2026 13F filings, institutional ownership of Mexco Energy Corporation stands at 13.4%, held across 16 reporting institutions.
NORTHERN TRUST CORP is the largest reported institutional holder of MXC, with approximately 57,320 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of MXC, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for MXC is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
6 institutions opened new positions in MXC during Q1 2026, while 7 fully exited. 6 added to existing positions and 3 trimmed.
MXC institutional ownership rose by 2.36 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 99.9% of all reported 13F value in MXC, and the top 25 account for 100.0%.
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.
Mexco Energy Corporation (MXC) Institutional Ownership