21 institutions reported holding $29.9M of MEXICO EQUITY & INCOME FUND INC (MXE) in SEC 13F filings for 2026-06-30. Largest institutional holders: CITY OF LONDON INVESTMENT MANAGEMENT CO LTD ($16.1M), CSS LLC/IL ($3.8M), Matisse Capital ($3.1M), Saba Capital Management, L.P. ($1.5M), Bulldog Investors, LLP ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $16.1M | 1.2M | Added |
| 2 | CSS LLC/IL | $3.8M | 291,255 | Trimmed |
| 3 | Matisse Capital | $3.1M | 237,827 | Hold |
| 4 | Saba Capital Management, L.P. | $1.5M | 112,415 | Hold |
| 5 | Bulldog Investors, LLP | $1.3M | 101,158 | Hold |
| 6 | Atlas Wealth LLC | $969,822 | 74,565 | New |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $922,388 | 70,918 | Added |
| 8 | Shaker Financial Services, LLC | $910,409 | 69,997 | Trimmed |
| 9 | MORGAN STANLEY | $379,087 | 29,146 | Trimmed |
| 10 | LAZARD ASSET MANAGEMENT LLC | $356,050 | 27,375 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $251,479 | 19,335 | Trimmed |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | $142,199 | 10,933 | Added |
| 13 | WINMILL & CO. INC | $78,038 | 6,000 | Hold |
| 14 | OSAIC HOLDINGS, INC. | $32,381 | 2,487 | Added |
| 15 | SIGNATUREFD, LLC | $32,360 | 2,488 | Hold |
| 16 | EASTERN BANK | $16,401 | 1,261 | Hold |
| 17 | Thomas J. Herzfeld Advisors, Inc. | $14,346 | 1,103 | Added |
| 18 | UBS Group AG | $13,227 | 1,017 | Added |
| 19 | HUNTINGTON NATIONAL BANK | $13 | 1 | Hold |
| 20 | WELLS FARGO & COMPANY/MN | $13 | 1 | Hold |
| 21 | US BANCORP \DE\ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30