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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-25Jonathan L. Jackson D–IL-1Sale · SP (spouse-owned)Traded 07-17 +39d$1K–$15K
2025-08-25Jonathan L. Jackson D–IL-1Purchase · SP (spouse-owned)Traded 05-21 LATE·96d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
2023-10-15Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 09-12 +33d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
213HM PAYSON & CO$01
214TOMPKINS FINANCIAL CORP$01
215ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
216BALYASNY ASSET MANAGEMENT L.P.$01
217CIBC Private Wealth Group LLC$01
218APG Asset Management N.V.$01
219FOX RUN MANAGEMENT, L.L.C.$01
220Mirae Asset Global Investments Co., Ltd.$01
221WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$01
222Caption Management, LLC$01
223DV Trading LLC$01
224Lester Murray Antman dba SimplyRich$01
225Global Retirement Partners, LLC$01
226AREX Capital Management, LP$01
227SageView Advisory Group, LLC$01
228Cape Investment Advisory, Inc.$01
229Caitong International Asset Management Co., Ltd$01
230Fairtree Asset Management (Pty) Ltd$01
231Eurizon Capital SGR S.p.A.$01
Truncated by Public Filings. The published aggregate ranks the top 231 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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