Also trades as: FEMSAUBD.MX (MEX) · $vol 31M · FMXUF (OTC) · $vol 0M · FEMSAUB.MX (MEX) · $vol 0M
FMX Institutional Ownership
Fomento Económico Mexicano, S.A.B. de C.V.
1W: -3.8%
1M: +4.5%
3M: +2.6%
YTD: +25.3%
1Y: +30.1%
3Y: +36.9%
5Y: +70.9%
$124.26
-0.72 (-0.58%)
Weekly Expected Move ±3.3%
$120
$124
$129
$133
$137
Credit Risk of going bust: lower than 83% of companies Debt: 25.5% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $1.42 (down 99%), Fomento Económico Mexicano, S.A.B. de C.V. would be worth roughly what it owes.
Total debt $14.47B against a stock market value of $42.33B.
Distance to default 10.60 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.43B (short-term plus half of long-term), stock volatility 24.6%; Altman Z'' 4.88. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $14.47B against a stock market value of $42.33B.
Distance to default 10.60 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.43B (short-term plus half of long-term), stock volatility 24.6%; Altman Z'' 4.88. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Income Statement
Cash Flow
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ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — FMX
369
Institutional Holders
+36 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
63
New Positions
120
Increased
128
Reduced
23
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (389 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | First Eagle Investment Management, LLC | 13,008,276 | $1.6B | +106,023 | +0.8% | 26Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 6,248,348 | $776M | +29,639 | +0.5% | 69Q | SEC ↗ |
| 3 | Harding Loevner LP | 5,383,731 | $669M | -175,025 | -3.1% | 59Q | SEC ↗ |
| 4 | FMR LLC | 3,557,426 | $442M | -33 | -0.0% | 104Q | SEC ↗ |
| 5 | Nuveen, LLC | 2,906,085 | $361M | -217,425 | -7.0% | 6Q | SEC ↗ |
| 6 | BAILLIE GIFFORD & CO | 2,674,055 | $332M | -363,741 | -12.0% | 13Q | SEC ↗ |
| 7 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2,245,691 | $279M | -639,050 | -22.2% | 74Q | SEC ↗ |
| 8 | Robeco Institutional Asset Management | 2,086,672 | $259M | +1,033,507 | +98.1% | 15Q | SEC ↗ |
| 9 | ACADIAN ASSET MANAGEMENT LLC | 1,918,415 | $238M | +1,804,326 | +1581.5% | 2Q | SEC ↗ |
| 10 | Invesco Ltd. | 1,556,766 | $193M | -99,475 | -6.0% | 87Q | SEC ↗ |
| 11 | HARRIS ASSOCIATES L P | 1,541,584 | $192M | -702,036 | -31.3% | 4Q | SEC ↗ |
| 12 | Itau Unibanco Holding S.A. | 1,214,976 | $151M | -171,729 | -12.4% | 3Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 1,007,804 | $125M | +13,597 | +1.4% | 103Q | SEC ↗ |
| 14 | ANTIPODES PARTNERS Ltd | 950,878 | $118M | -45,682 | -4.6% | 16Q | SEC ↗ |
| 15 | Driehaus Capital Management LLC | 877,127 | $109M | +73,874 | +9.2% | 3Q | SEC ↗ |
| 16 | Connor, Clark & Lunn Investment Manage | 850,830 | $106M | +684,821 | +412.5% | 17Q | SEC ↗ |
| 17 | ALTRINSIC GLOBAL ADVISORS LLC | 809,172 | $101M | -15,996 | -1.9% | 16Q | SEC ↗ |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 767,711 | $95M | +127,908 | +20.0% | 3Q | SEC ↗ |
| 19 | CIBC Bancorp USA Inc. | 682,087 | $85M | -16,524 | -2.4% | 2Q | SEC ↗ |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 665,535 | $83M | -128,230 | -16.2% | 15Q | SEC ↗ |
| 21 | Amundi | 633,069 | $79M | +19,316 | +3.1% | 21Q | SEC ↗ |
| 22 | LAZARD ASSET MANAGEMENT LLC | 590,814 | $73M | -50,102 | -7.8% | 14Q | SEC ↗ |
| 23 | MORGAN STANLEY | 514,271 | $64M | +95,711 | +22.9% | 60Q | SEC ↗ |
| 24 | Black Creek Investment Management Inc. | 514,214 | $64M | -75,587 | -12.8% | 29Q | SEC ↗ |
| 25 | SEI INVESTMENTS CO | 513,784 | $64M | +277,616 | +117.6% | 15Q | SEC ↗ |
| 26 | EXCHANGE TRADED CONCEPTS, LLC | 486,140 | $60M | +109,243 | +29.0% | 7Q | SEC ↗ |
| 27 | Ninety One UK Ltd NEW | 482,079 | $60M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Northcape Capital Pty Ltd | 448,912 | $56M | -45,196 | -9.1% | 5Q | SEC ↗ |
| 29 | USS Investment Management Ltd | 443,243 | $55M | -19,381 | -4.2% | 15Q | SEC ↗ |
| 30 | NORTHERN TRUST CORP | 440,850 | $55M | -5,926 | -1.3% | 84Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 440,783 | $55M | +36,648 | +9.1% | 15Q | SEC ↗ |
| 32 | BlackRock, Inc. | 414,345 | $51M | -7,047 | -1.7% | 8Q | SEC ↗ |
| 33 | AQR CAPITAL MANAGEMENT LLC | 377,475 | $47M | +282,038 | +295.5% | 59Q | SEC ↗ |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 324,315 | $40M | +11,991 | +3.8% | 31Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 299,632 | $37M | +162,790 | +119.0% | 15Q | SEC ↗ |
| 36 | STRS OHIO | 262,639 | $33M | -14,052 | -5.1% | 58Q | SEC ↗ |
| 37 | Capital Wealth Planning, LLC | 259,225 | $32M | +104,862 | +67.9% | 4Q | SEC ↗ |
| 38 | NEW YORK STATE COMMON RETIREMENT FUND | 256,371 | $32M | +109,680 | +74.8% | 2Q | SEC ↗ |
| 39 | AMERICAN CENTURY COMPANIES INC | 250,280 | $31M | +71,421 | +39.9% | 15Q | SEC ↗ |
| 40 | Skerryvore Asset Management Ltd | 246,680 | $31M | -21,188 | -7.9% | 4Q | SEC ↗ |
| 41 | Cook & Bynum Capital Management, LLC | 233,445 | $29M | — | +0.0% | 24Q | SEC ↗ |
| 42 | GABELLI FUNDS LLC | 201,200 | $25M | — | +0.0% | 66Q | SEC ↗ |
| 43 | State of New Jersey Common Pension Fun | 172,481 | $21M | -8,594 | -4.7% | 50Q | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 153,417 | $19M | +101,121 | +193.4% | 39Q | SEC ↗ |
| 45 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF | 148,064 | $18M | +59,485 | +67.2% | 8Q | SEC ↗ |
| 46 | DIMENSIONAL FUND ADVISORS LP | 145,847 | $18M | -51,185 | -26.0% | 74Q | SEC ↗ |
| 47 | PRICE T ROWE ASSOCIATES INC /MD | 137,768 | $17M | -31,676 | -18.7% | 14Q | SEC ↗ |
| 48 | BARCLAYS PLC | 136,863 | $17M | -40,002 | -22.6% | 17Q | SEC ↗ |
| 49 | AMERIPRISE FINANCIAL INC | 131,998 | $16M | +402 | +0.3% | 16Q | SEC ↗ |
| 50 | Value Partners Investments Inc. | 125,783 | $16M | -11,326 | -8.3% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Ninety One UK Ltd | 482,079 | $60M |
| Ninety One North America, Inc. | 107,328 | $13M |
| JANE STREET GROUP, LLC | 102,871 | $13M |
| Quadrature Capital Ltd | 75,739 | $9M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 69,733 | $9M |
| MIRABELLA FINANCIAL SERVICES LLP | 50,600 | $6M |
| ABS Investment Management LLC | 48,250 | $6M |
| XTX Topco Ltd | 32,340 | $4M |
| NLB Skladi, upravljanje premozenja, | 29,710 | $4M |
| Northwest & Ethical Investments L.P | 28,048 | $3M |
| Assenagon Asset Management S.A. | 18,852 | $2M |
| Global Retirement Partners, LLC | 16,271 | $2M |
| Thrivent Financial for Lutherans | 13,659 | $2M |
| Boston Partners | 11,617 | $1M |
| Dorsey Wright & Associates | 11,449 | $1M |
| Allianz Asset Management GmbH | 9,463 | $1M |
| DIVERSIFIED TRUST CO | 9,240 | $1M |
| Qtron Investments LLC | 7,111 | $884K |
| AdvisorShares Investments LLC | 6,850 | $851K |
| COOKSON PEIRCE & CO INC | 6,444 | $801K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LBP AM SA | 414,582 | $52M |
| INCA Investments LLC | 110,104 | $14M |
| Fundamenta Capital S.A. | 83,841 | $10M |
| Empowered Funds, LLC | 21,817 | $3M |
| Caption Management, LLC | 20,000 | $2M |
| Sarasin & Partners LLP | 13,000 | $2M |
| APG Asset Management N.V. | 9,754 | $1M |
| Patriot Financial Group Insurance A | 7,722 | $960K |
| Balyasny Asset Management L.P. | 7,711 | $958K |
| FOX RUN MANAGEMENT, L.L.C. | 7,569 | $941K |
| AREX Capital Management, LP | 6,584 | $818K |
| IMC-Chicago, LLC | 4,406 | $547K |
| GUGGENHEIM CAPITAL LLC | 3,985 | $495K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 3,437 | $427K |
| Fairtree Asset Management (Pty) Ltd | 3,194 | $397K |
| Generali Investments CEE, investicn | 3,118 | $387K |
| Jump Financial, LLC | 3,083 | $383K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 2,800 | $348K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 2,418 | $300K |
| FLOW TRADERS U.S. LLC | 2,217 | $275K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HARRIS ASSOCIATES L P | -702,036 | -31.3% | 1,541,584 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -639,050 | -22.2% | 2,245,691 |
| BAILLIE GIFFORD & CO | -363,741 | -12.0% | 2,674,055 |
| Nuveen, LLC | -217,425 | -7.0% | 2,906,085 |
| Harding Loevner LP | -175,025 | -3.1% | 5,383,731 |
| Itau Unibanco Holding S.A. | -171,729 | -12.4% | 1,214,976 |
| VICTORY CAPITAL MANAGEMENT INC | -128,230 | -16.2% | 665,535 |
| Invesco Ltd. | -99,475 | -6.0% | 1,556,766 |
| MILLENNIUM MANAGEMENT LLC | -76,489 | -51.5% | 71,902 |
| Black Creek Investment Management I | -75,587 | -12.8% | 514,214 |
| Sustainable Growth Advisers, LP | -59,859 | -36.3% | 105,248 |
| DIMENSIONAL FUND ADVISORS LP | -51,185 | -26.0% | 145,847 |
| LAZARD ASSET MANAGEMENT LLC | -50,102 | -7.8% | 590,814 |
| UBS Group AG | -48,185 | -30.9% | 107,683 |
| ANTIPODES PARTNERS Ltd | -45,682 | -4.6% | 950,878 |
| Northcape Capital Pty Ltd | -45,196 | -9.1% | 448,912 |
| MARSHALL WACE, LLP | -43,308 | -55.4% | 34,922 |
| BARCLAYS PLC | -40,002 | -22.6% | 136,863 |
| PRICE T ROWE ASSOCIATES INC /MD | -31,676 | -18.7% | 137,768 |
| CITADEL ADVISORS LLC | -30,581 | -56.8% | 23,222 |