$MXE

$12.70 -$0.50 (3.79%) Close

$MXE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 4.4M shares outstanding

Who owns MXE?

By type of holder

Institutions 51.8% Insiders 48.2% Everyone else 0.0%

Concentration Top 10 holders own 51.2%

City Of London Investment Management Co LTD 28.2% · CSS Llc/il 6.6%

Institutional ownership

51.8%

+0.8 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

+34.7K

by institutions in Q2 2026

New / sold out

1 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +74.6K
City Of London Investment Management Co LTD +11.8K

Biggest sellers in Q2 2026

US Bancorp \de\ SOLD OUT −25.2K
Susquehanna International Group, LLP SOLD OUT −24.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Mexico Equity and Income Fund Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Mexico Equity and Income Fund Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years70% 3–5 years26% 1–3 years0% Under 1 year4%

Quarterly turnover

3.7%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting MXE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CO City Of London Investment Management Co LTD	1.2M	28.18%	+11.8K (+1.0%)	≤2021	1.0%
Shares held by quarter Peak holding1.2M (Q2'26) Change over 8 quarters+884.8K Share of the company28.180% City Of London Investment Management Co LTD's full portfolio →
CL CSS Llc/il	291.3K	6.62%	−742 (−0.3%)	≤2021	0.2%
Shares held by quarter Peak holding439.2K (Q3'24) Change over 8 quarters−148.0K Share of the company6.620% CSS Llc/il's full portfolio →

City Of London Investment Management Co LTD

1.2M

% of company

28.18%

Change vs last qtr

+11.8K (+1.0%)

Held since

≤2021

CSS Llc/il

291.3K

% of company

6.62%

Change vs last qtr

−742 (−0.3%)

Held since

≤2021

19 more super investors behind a free account

See every manager holding Mexico Equity and Income Fund Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MXE on Form N-PORT; together they hold 6.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MD Matisse Discounted Closed-End Fund Strategy Starboard Investment Trust	$1.72M	132.0K	3.00%	2.29%	June 30, 2026
SO Special Opportunities Fund, Inc. Special Opportunities Fund, Inc.	$1.3M	100.1K	2.28%	0.75%	June 30, 2026

Matisse Discounted Closed-End Fund Strategy

Starboard Investment Trust

Position value

$1.72M

% of company

3.00%

% of the fund

2.29%

As of

June 30, 2026

Special Opportunities Fund, Inc.

Position value

$1.3M

% of company

2.28%

% of the fund

0.75%

As of

June 30, 2026

4 more funds behind a free account

See every fund holding Mexico Equity and Income Fund Inc and how much of the fund the position is.

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