Public record / Tickers / FMX

FMX — MEXICAN ECONOMIC DEVELOPMENT INC†

Both disclosure regimes on one name: who in Congress filed about FMX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
22
all PTR rows naming FMX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-25
filed 2025-08-25
13F holders
231
top-231 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

BUY · traded 2018-12-07 → filed 2018-12-29. Ranked over every FMX row by the provable lower bound, never a point estimate.

No member disclosed FMX in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FMX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FMX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-25Jonathan L. Jackson D–IL-1SELL SP (spouse-owned)Traded 07-17 +39d$1K–$15K
2025-08-25Jonathan L. Jackson D–IL-1BUY SP (spouse-owned)Traded 05-21 LATE·96d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
2023-10-15Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 09-12 +33d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 22 ↗

Members active in FMX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed FMX in the trailing 12 months.

Congress ↔ notable managers · FMX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · FOMENTO ECONOMICO MEXICANO S

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of FMX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1First Eagle Investment Management, LLC$1.4B1
2ROYAL BANK OF CANADA$691M1
3HARDING LOEVNER LP$617M1
4FMR LLC$395M1
5Nuveen, LLC$347M1
6SCHRODER INVESTMENT MANAGEMENT GROUP$312M1
7HARRIS ASSOCIATES L P$249M1
8Invesco Ltd.$184M1
9Itau Unibanco Holding S.A.$153M1
10Robeco Institutional Asset Management B.V.$117M1
11ALTRINSIC GLOBAL ADVISORS LLC$91.6M1
12CIBC Bancorp USA Inc.$77.6M1
13LAZARD ASSET MANAGEMENT LLC$71.2M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$71.1M1
15Amundi$68.2M1
16Black Creek Investment Management Inc.$65.5M1
17Northcape Capital Pty Ltd$54.9M1
18USS Investment Management Ltd$51.4M1
19NORTHERN TRUST CORP$49.6M1
20BlackRock, Inc.$46.8M1
21MORGAN STANLEY$46.5M1
22LBP AM SA$46.0M1
23BANK OF AMERICA CORP /DE/$44.9M1
24EXCHANGE TRADED CONCEPTS, LLC$41.9M1
25ENVESTNET ASSET MANAGEMENT INC$34.7M1
26Skerryvore Asset Management Ltd$30.8M1
27SEI INVESTMENTS CO$26.2M1
28DIMENSIONAL FUND ADVISORS LP$21.9M1
29State of New Jersey Common Pension Fund D$20.1M1
30AMERICAN CENTURY COMPANIES INC$19.9M1
31Connor, Clark & Lunn Investment Management Ltd.$18.4M1
32UBS Group AG$17.3M1
33Capital Wealth Planning, LLC$17.1M1
34MILLENNIUM MANAGEMENT LLC$16.5M1
35Perpetual Ltd$16.1M1
36Value Partners Investments Inc.$15.2M1
37INCA Investments LLC$12.2M1
38CITIGROUP INC$11.4M1
39AQR CAPITAL MANAGEMENT LLC$10.5M1
40BARINGS LLC$10.1M1
41RAYMOND JAMES FINANCIAL INC$9.8M1
42DEUTSCHE BANK AG\$9.6M1
43Fundamenta Capital S.A.$9.3M1
44B. Metzler seel. Sohn & Co. AG$7.9M1
45WELLS FARGO & COMPANY/MN$7.6M1
46ABS Direct Equity Fund LLC$7.3M1
47Grantham, Mayo, Van Otterloo & Co. LLC$6.0M1
48CITADEL ADVISORS LLC$6.0M1
49US BANCORP \DE\$5.5M1
50OPPENHEIMER ASSET MANAGEMENT INC.$5.1M1
51MMBG INVESTMENT ADVISORS CO.$4.8M1
521832 Asset Management L.P.$4.7M1
53Mitsubishi UFJ Trust & Banking Corp$4.7M1
54VANGUARD PORTFOLIO MANAGEMENT LLC$4.6M1
55KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$4.4M1
56Baker Ellis Asset Management LLC$4.0M1
57ASSETMARK, INC$3.9M1
58Vestmark Advisory Solutions, Inc.$3.9M1
59LPL Financial LLC$3.7M1
60MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$3.5M1
61BANK OF MONTREAL /CAN/$3.4M1
62FACTORY MUTUAL INSURANCE CO$3.2M1
63FIFTH THIRD BANCORP$3.2M1
64Mariner, LLC$3.2M1
65DAVENPORT & Co LLC$3.1M1
66NOMURA HOLDINGS INC$3.1M1
67Solstein Capital, LLC$3.1M1
68Templeton & Phillips Capital Management, LLC$3.0M1
69Y-Intercept (Hong Kong) Ltd$3.0M1
70Callan Family Office, LLC$2.9M1
71Creative Planning$2.8M1
72STIFEL FINANCIAL CORP$2.6M1
73BRANDES INVESTMENT PARTNERS, LP$2.5M1
74Quantinno Capital Management LP$2.3M1
75Aberdeen Group plc$2.2M1
76TRUIST FINANCIAL CORP$2.2M1
77Atria Investments, Inc$2.1M1
78MACKENZIE FINANCIAL CORP$2.1M1
79Man Group plc$2.0M1
80O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.0M1
81NATIXIS$1.7M1
82CHOREO, LLC$1.6M1
83Crossmark Global Holdings, Inc.$1.5M1
84Sarasin & Partners LLP$1.4M1
85Sanctuary Advisors, LLC$1.4M1
86Brooklyn Investment Group$1.3M1
87Cerity Partners LLC$1.3M1
88Advisors Asset Management, Inc.$1.3M1
89PROFUND ADVISORS LLC$1.3M1
90Point Nemo Capital, LLC$1.2M1
91QUADRANT CAPITAL GROUP LLC$1.1M1
92REGIONS FINANCIAL CORP$1.1M1
93Orion Porfolio Solutions, LLC$1.1M1
94HSBC HOLDINGS PLC$1.0M1
95TCTC Holdings, LLC$1.0M1
96One Wealth Advisors, LLC$960K1
97MML INVESTORS SERVICES, LLC$944K1
98Vident Advisory, LLC$943K1
99Sequoia Financial Advisors, LLC$925K1
100Ruffer LLP$891K1
101Tidal Investments LLC$875K1
102Patriot Financial Group Insurance Agency, LLC$858K1
103Sava Infond d.o.o.$848K1
104Vanguard Personalized Indexing Management, LLC$807K1
105STEPHENS INC /AR/$803K1
106Blue Trust, Inc.$783K1
107FORTRESS PRIVATE LEDGER, LLC$777K1
108NewEdge Wealth, LLC$766K1
109CIBC Asset Management Inc$736K1
110SUMMITRY LLC$734K1
111Future Fund LLC$724K1
112Compound Planning, Inc.$673K1
113NewEdge Advisors, LLC$668K1
114STATE STREET CORP$651K1
115Caprock Group, LLC$645K1
116BENJAMIN EDWARDS INC$613K1
117DELTEC ASSET MANAGEMENT LLC$611K1
118Laird Norton Wetherby Trust Company, LLC$596K1
119Northside Capital Management, LLC$572K1
120PCM Encore, LLC$514K1
121GROUPAMA ASSET MANAGMENT$512K1
122IMC-Chicago, LLC$489K1
123Vise Technologies, Inc.$471K1
124Corient Private Wealth LLC$464K1
125Marks Group Wealth Management, Inc$448K1
126GUGGENHEIM CAPITAL LLC$443K1
127Phraction Management LLC$439K1
128Engineers Gate Manager LP$435K1
129FLPUTNAM INVESTMENT MANAGEMENT CO$433K1
130HighTower Advisors, LLC$422K1
131Kestra Advisory Services, LLC$413K1
132COMMERCE BANK$412K1
133Pathstone Holdings, LLC$397K1
134OSAIC HOLDINGS, INC.$393K1
135Genus Capital Management Inc.$385K1
136FRANKLIN RESOURCES INC$358K1
137WEALTH ALLIANCE, LLC$337K1
138Fielder Capital Group LLC$337K1
139SIGNATUREFD, LLC$327K1
140Cetera Investment Advisers$326K1
141OPPENHEIMER & CO INC$322K1
142IEQ CAPITAL, LLC$317K1
143SUSQUEHANNA INTERNATIONAL GROUP, LLP$311K1
144Frank, Rimerman Advisors LLC$308K1
145CHESAPEAKE CAPITAL CORP /IL/$301K1
146Savant Capital, LLC$292K1
147Aaron Wealth Advisors LLC$284K1
148HB Wealth Management, LLC$277K1
149Ballentine Partners, LLC$273K1
150RFG Advisory, LLC$272K1
151FIRST TRUST ADVISORS LP$262K1
152Naviter Wealth, LLC$258K1
153&PARTNERS$250K1
154COLDSTREAM CAPITAL MANAGEMENT INC$235K1
155GTS SECURITIES LLC$233K1
156INSIGNEO ADVISORY SERVICES, LLC$233K1
157First Affirmative Financial Network$225K1
158BNP Paribas Asset Management Holding S.A.$224K1
159Smartleaf Asset Management LLC$224K1
160QRG CAPITAL MANAGEMENT, INC.$213K1
161Focus Partners Wealth$207K1
162Pitcairn Wealth Advisors LLC$204K1
163Rockefeller Capital Management L.P.$198K1
164Walleye Trading LLC$192K1
165Legal & General Group Plc$175K1
166State of Wyoming$167K1
167UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$146K1
168Pinnacle Wealth Planning Services, Inc.$136K1
169CWM, LLC$104K1
170Bayforest Capital Ltd$94.2K1
171Inspire Investing, LLC$92.7K1
172NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$85.3K1
173UMB Bank, n.a.$81.9K1
174MATHER GROUP, LLC.$56.0K1
175NATIONAL BANK OF CANADA /FI/$52.9K1
176Banque Cantonale Vaudoise$51.0K1
177Steward Partners Investment Advisory, LLC$45.5K1
178Vanguard Global Advisers, LLC$45.2K1
179Banque Transatlantique SA$44.9K1
180Allworth Financial LP$44.1K1
181MAI Capital Management$37.9K1
182Physician Wealth Advisors, Inc.$21.3K1
183Federation des caisses Desjardins du Quebec$16.8K1
184Clearstead Advisors, LLC$15.9K1
185Triumph Capital Management$11.1K1
186Financial Perspectives, Inc$11.1K1
187TD Waterhouse Canada Inc.$9.9K1
188Acumen Wealth Advisors, LLC$8.4K1
189Bell Investment Advisors, Inc$8.3K1
190Atlantic Edge Private Wealth Management, LLC$6.7K1
191Geneos Wealth Management Inc.$5.1K1
192True Wealth Design, LLC$5.0K1
193MidFirst Bank$5.0K1
194Larson Financial Group LLC$4.6K1
195COUNTRY TRUST BANK$4.0K1
196Raleigh Capital Management Inc.$2.7K1
197JFS WEALTH ADVISORS, LLC$2.6K1
198BROWN, LISLE/CUMMINGS, INC.$1.6K1
199EFG International AG$1.1K1
200Employees Retirement System of Texas$1.1K1
201Parkside Financial Bank & Trust$1.0K1
202SHP Wealth Management$8881
203Stone House Investment Management, LLC$6661
204Rakuten Securities, Inc.$6661
205CENTRAL TRUST Co$5561
206PARK AVENUE SECURITIES LLC$4081
207Abound Wealth Management$3341
208PEAPACK GLADSTONE FINANCIAL CORP$2241
209Smithfield Trust Co$101
210Capital Analysts, LLC$31
211NOMURA ASSET MANAGEMENT CO LTD$01
212VANGUARD GROUP INC— value not disclosed1
213HM PAYSON & CO— value not disclosed1
214TOMPKINS FINANCIAL CORP— value not disclosed1
215ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
216BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
217CIBC Private Wealth Group LLC— value not disclosed1
218APG Asset Management N.V.— value not disclosed1
219FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
220Mirae Asset Global Investments Co., Ltd.— value not disclosed1
221WEALTH ENHANCEMENT ADVISORY SERVICES, LLC— value not disclosed1
222Caption Management, LLC— value not disclosed1
223DV Trading LLC— value not disclosed1
224Lester Murray Antman dba SimplyRich— value not disclosed1
225Global Retirement Partners, LLC— value not disclosed1
226AREX Capital Management, LP— value not disclosed1
227SageView Advisory Group, LLC— value not disclosed1
228Cape Investment Advisory, Inc.— value not disclosed1
229Caitong International Asset Management Co., Ltd— value not disclosed1
230Fairtree Asset Management (Pty) Ltd— value not disclosed1
231Eurizon Capital SGR S.p.A.— value not disclosed1
Truncated by Public Filings. Every one of the 211 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on FMX

RETAINED WINDOW · ACTIVE HITS

Zero hits on FMX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for FMX · financials and macro

Financials — as filed PLANNED

FMX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: FMX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing