Mexico Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 3.30 M | $66.40 M | -7.32% | 22.86% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 1.69 M | $34.06 M | 32.37% | 11.71% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 953.75 K | $19.21 M | -12.63% | 6.60% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 952.18 K | $19.18 M | -1.24% | 6.59% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/17/2026 | 280.58 K | $5.65 M | 0.00% | 1.94% |
| MATISSE CAPITAL | 01/29/2026 | 205.00 K | $4.13 M | 0.00% | 1.42% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 185.92 K | $3.74 M | -8.39% | 1.29% |
| SFI ADVISORS, LLC | 02/11/2026 | 134.30 K | $2.70 M | -0.19% | 0.93% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 133.59 K | $2.69 M | -11.02% | 0.93% |
| NORTH GROUND CAPITAL | 02/12/2026 | 126.31 K | $2.54 M | 309.19% | 0.87% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 105.14 K | $2.12 M | 1.03% | 0.73% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 99.51 K | $2.00 M | 0.00% | 0.69% |
| MAREX GROUP PLC | 02/12/2026 | 95.64 K | $1.93 M | 100.00% | 0.66% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 61.43 K | $1.24 M | 356.67% | 0.43% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 49.67 K | $1.00 M | 144.77% | 0.34% |
| ALTIUM CAPITAL MANAGEMENT LP | 02/06/2026 | 48.29 K | $972.50 K | 100.00% | 0.33% |
| MORGAN STANLEY | 02/13/2026 | 40.13 K | $808.18 K | 58.89% | 0.28% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 40.00 K | $805.62 K | 0.00% | 0.28% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 38.71 K | $779.62 K | 0.00% | 0.27% |
| QUANTEDGE CAPITAL PTE LTD | 02/17/2026 | 37.19 K | $748.93 K | -54.14% | 0.26% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 02/13/2026 | 36.04 K | $725.83 K | 0.00% | 0.25% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 27.28 K | $549.44 K | 7.49% | 0.19% |
| RAHLFS CAPITAL, LLC | 02/05/2026 | 20.88 K | $420.42 K | 0.00% | 0.14% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 18.76 K | $377.91 K | 32.13% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 17.37 K | $349.85 K | -34.82% | 0.12% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 14.59 K | $293.80 K | 0.00% | 0.10% |
| JOHN G ULLMAN & ASSOCIATES INC | 02/05/2026 | 10.60 K | $213.48 K | 0.00% | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 5.24 K | $105.43 K | 109.40% | 0.04% |
| UBS GROUP AG | 01/29/2026 | 2.33 K | $46.87 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.67 K | $34.00 K | 0.06% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.57 K | $31.62 K | 4.67% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 1.35 K | $27.14 K | 775.32% | 0.01% |
| US BANCORP \DE\ | 01/30/2026 | 1.22 K | $24.53 K | 0.00% | 0.01% |
| SIGNATUREFD, LLC | 01/20/2026 | 1.21 K | $24.31 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.20 K | $24.11 K | 1.18% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 770 | $15.51 K | 9.22% | 0.01% |
| CWM, LLC | 01/26/2026 | 739 | $15.00 K | 17.86% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 507 | $10.21 K | -66.80% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 200 | $4.03 K | 0.00% | 0.00% |
| VERMILLION WEALTH MANAGEMENT, INC. | 02/11/2026 | 197 | $3.97 K | 100.00% | 0.00% |
| BRYN MAWR TRUST CO | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Mexico Fund Inc institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of Mexico Fund Inc. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 981,733
Altium Capital Management LP: 128,185
UHLMANN PRICE SECURITIES, LLC: 107,154
SFI Advisors, LLC: 76,656
Cambridge Investment Research Advisors, Inc.: 47,231
WOLVERINE ASSET MANAGEMENT LLC: 37,090
60.49% of Mexico Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.68 M shares in the last 24 months. This purchase volume represents approximately $222.17 M in transactions.