Who owns Mexico Equity & Income Fund Inc.?
Institutional ownership of MXE from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
10
13F holders
$18.1M
value, 2026 filers
31.7%
of shares outstanding (1.4M sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MXE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1.2M | $16.1M | 1.0% | 28.2% | +1.0% |
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 70,918 | $922,388 | 0.1% | 1.6% | +0.1% |
| 3 | MORGAN STANLEY | 29,146 | $379,087 | 0.0% | 0.7% | -19.2% |
| 4 | LAZARD ASSET MANAGEMENT LLC | 27,375 | $356,050 | 0.0% | 0.6% | -7.8% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,335 | $251,479 | 0.0% | 0.4% | -20.1% |
| 6 | SIGNATUREFD, LLC | 2,488 | $32,360 | 0.0% | 0.1% | 0.0% |
| 7 | OSAIC HOLDINGS, INC. | 2,487 | $32,381 | 0.0% | 0.1% | +343.3% |
| 8 | Thomas J. Herzfeld Advisors, Inc. | 1,103 | $14,346 | 0.0% | 0% | +93.5% |
| 9 | UBS Group AG | 1,017 | $13,227 | 0.0% | 0% | +15.2% |
| 10 | WELLS FARGO & COMPANY/MN | 1 | $13 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.