New Positions
34 managers initiated
Top five by reported value
Coca-Cola Femsa SAB de CV BOLSA MEXICANA DE VALORES (MEXICAN STOCK EXCHANGE):COCSF
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
34 new77 added136 reduced30 exited
Total Institutional Holders
247
as of 2025-12-31
Top Holder
BILL & MELINDA GATES FOUNDATION TRUST
$588.6M
Largest QoQ Increase
HughesLittle Investment Management Ltd.
+1,800,870 sh
Largest QoQ Decrease
MACQUARIE GROUP LTD
-566,132 sh
New Positions(34)
Added To(77)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Boston Partners | 1,681,676 | +31,499 | $159.3M | +$22.2M | 1.9% |
| Connor, Clark & Lunn Investment Management Ltd. | 383,613 | +156,321 | $36.3M | +$17.4M | 68.8% |
| DEUTSCHE BANK AG\ | 117,389 | +115,973 | $11.1M | +$11.0M | 8190.2% |
| MORGAN STANLEY | 361,974 | +34,351 | $34.3M | +$7.1M | 10.5% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 186,800 | +55,000 | $17.7M | +$6.7M | 41.7% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 58,983 | +55,863 | $5.6M | +$5.3M | 1790.5% |
| Invesco Ltd. | 311,979 | +10,713 | $29.5M | +$4.5M | 3.5% |
| UBS Group AG | 126,584 | +33,613 | $12.0M | +$4.3M | 36.1% |
| DIMENSIONAL FUND ADVISORS LP | 164,041 | +9,138 | $15.5M | +$2.7M | 5.9% |
| BRANDES INVESTMENT PARTNERS, LP | 30,048 | +27,406 | $2.8M | +$2.6M | 1037.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 186,743 | +2,059 | $17.7M | +$2.3M | 1.1% |
| GOLDMAN SACHS GROUP INC | 60,258 | +19,708 | $5.7M | +$2.3M | 48.6% |
| Crossmark Global Holdings, Inc. | 155,289 | +3,855 | $14.7M | +$2.1M | 2.5% |
| Capital International, Inc./CA/ | 96,278 | +8,289 | $9.1M | +$1.8M | 9.4% |
| STIFEL FINANCIAL CORP | 97,696 | +6,245 | $9.3M | +$1.7M | 6.8% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 29,628 | +13,574 | $2.8M | +$1.5M | 84.5% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 41,903 | +10,319 | $4.0M | +$1.3M | 32.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 81,644 | +1,469 | $7.7M | +$1.1M | 1.8% |
| Creative Planning | 20,970 | +9,417 | $2.0M | +$1.0M | 81.5% |
| BROADWATER CAPITAL MANAGEMENT LLC | 2,095 | +1,935 | $16.2K | -$855.2K | 1209.4% |
| CAPTRUST FINANCIAL ADVISORS | 12,841 | +8,177 | $1.2M | +$828.6K | 175.3% |
| Quantinno Capital Management LP | 19,617 | +7,065 | $1.9M | +$814.9K | 56.3% |
| Gradient Investments LLC | 20,120 | +6,843 | $1.9M | +$802.2K | 51.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,415 | +7,515 | $1.3M | +$780.2K | 127.4% |
| Broyhill Asset Management, LLC | 45,638 | +2,060 | $4.3M | +$701.0K | 4.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21,439 | +5,035 | $2.0M | +$667.3K | 30.7% |
| JANE STREET GROUP, LLC | 11,414 | +6,278 | $1.1M | +$654.2K | 122.2% |
| QUADRANT CAPITAL GROUP LLC | 16,714 | +4,902 | $1.6M | +$601.4K | 41.5% |
| ABC ARBITRAGE SA | 10,386 | +5,493 | $983.7K | +$577.0K | 112.3% |
| TrueMark Investments, LLC | 28,262 | +2,811 | $2.7M | +$561.7K | 11.0% |
| MRP Capital Investments, LLC | 16,160 | +5,530 | $1.5M | +$502.3K | 52.0% |
| Cetera Investment Advisers | 11,645 | +4,164 | $1.1M | +$481.2K | 55.7% |
| NATIONAL BANK OF CANADA /FI/ | 34,117 | +544 | $3.2M | +$446.3K | 1.6% |
| Arkfeld Wealth Strategies, L.L.C. | 30,810 | +241 | $2.9M | +$433.7K | 0.8% |
| GUGGENHEIM CAPITAL LLC | 21,715 | +952 | $2.1M | +$331.2K | 4.6% |
| ABS Direct Equity Fund LLC | 20,050 | +1,150 | $1.9M | +$328.3K | 6.1% |
| Leo Wealth, LLC | 16,991 | +1,360 | $1.6M | +$310.2K | 8.7% |
| Mariner, LLC | 13,915 | +1,620 | $1.3M | +$296.5K | 13.2% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5,751 | +2,703 | $544.7K | +$291.4K | 88.7% |
| Vise Technologies, Inc. | 23,877 | +150 | $2.3M | +$289.7K | 0.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,548 | +1,674 | $525.5K | +$203.5K | 43.2% |
| NewEdge Advisors, LLC | 2,192 | +2,121 | $207.6K | +$201.7K | 2987.3% |
| QRG CAPITAL MANAGEMENT, INC. | 3,963 | +1,507 | $375.3K | +$171.2K | 61.4% |
| Bright Futures Wealth Management, LLC. | 9,217 | +716 | $872.9K | +$166.5K | 8.4% |
| Vanguard Personalized Indexing Management, LLC | 8,170 | +760 | $773.8K | +$158.0K | 10.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,260 | +1,305 | $403.5K | +$157.9K | 44.2% |
| AQR CAPITAL MANAGEMENT LLC | 5,455 | +848 | $516.6K | +$133.7K | 18.4% |
| Sequoia Financial Advisors, LLC | 4,398 | +867 | $416.6K | +$123.1K | 24.6% |
| Hartford Financial Management Inc. | 1,490 | +1,147 | $141.1K | +$112.6K | 334.4% |
| D.A. DAVIDSON & CO. | 9,004 | +80 | $852.8K | +$111.2K | 0.9% |
| Ethic Inc. | 5,278 | +431 | $499.9K | +$97.1K | 8.9% |
| AMERIPRISE FINANCIAL INC | 3,842 | +611 | $363.8K | +$95.4K | 18.9% |
| Vident Advisory, LLC | 6,498 | +152 | $615.4K | +$88.1K | 2.4% |
| Focus Partners Wealth | 4,953 | +395 | $469.2K | +$86.8K | 8.7% |
| Atria Investments, Inc | 4,634 | +329 | $438.9K | +$81.2K | 7.6% |
| Cerity Partners LLC | 5,644 | +185 | $534.5K | +$80.9K | 3.4% |
| US BANCORP \DE\ | 3,656 | +454 | $346.3K | +$80.2K | 14.2% |
| THORNBURG INVESTMENT MANAGEMENT INC | 4,594 | +48 | $435.1K | +$57.3K | 1.1% |
| Freestone Capital Holdings, LLC | 4,582 | +20 | $434.0K | +$54.9K | 0.4% |
| Russell Investments Group, Ltd. | 3,626 | +8 | $343.4K | +$42.8K | 0.2% |
| Farther Finance Advisors, LLC | 508 | +422 | $48.1K | +$41.0K | 490.7% |
| IEQ CAPITAL, LLC | 2,496 | +80 | $236.4K | +$35.6K | 3.3% |
| EverSource Wealth Advisors, LLC | 1,270 | +212 | $120.3K | +$32.4K | 20.0% |
| Global Retirement Partners, LLC | 516 | +300 | $48.9K | +$30.9K | 138.9% |
| FMR LLC | 1,015 | +160 | $96.1K | +$25.1K | 18.7% |
| SIGNATUREFD, LLC | 708 | +131 | $67.1K | +$19.1K | 22.7% |
| Smartleaf Asset Management LLC | 346 | +153 | $32.9K | +$16.8K | 79.3% |
| Parallel Advisors, LLC | 616 | +99 | $58.4K | +$15.4K | 19.1% |
| Rockefeller Capital Management L.P. | 711 | +73 | $67.4K | +$14.4K | 11.4% |
| GAMMA Investing LLC | 194 | +54 | $18.4K | +$6.7K | 38.6% |
| GROUP ONE TRADING, L.P. | 220 | +29 | $20.8K | +$5.0K | 15.2% |
| Transamerica Financial Advisors, Inc. | 291 | +12 | $27.6K | +$4.5K | 4.3% |
| Steward Partners Investment Advisory, LLC | 203 | +11 | $19.2K | +$3.3K | 5.7% |
| NATIXIS ADVISORS, L.P. | 189,510 | +7,549 | $17.9K | +$2.8K | 4.1% |
| Westfuller Advisors, LLC | 167 | +3 | $15.8K | +$2.2K | 1.8% |
| Martin Capital Partners, LLC | 54,479 | +211 | $5.2K | +$650 | 0.4% |
| True Wealth Design, LLC | 28 | +3 | $2.7K | +$574 | 12.0% |
Reduced(136)
Sold Out(30)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
New & Closed Positions this quarter
Closed Positions
30 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for COCSF against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.