MXC Institutional Ownership & Shareholders
MEXCO ENERGY CORP (MXC) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
First Manhattan Co. Llc. is currently the largest disclosed institutional shareholder of MXC tracked by InsiderSet, reporting ownership valued at approximately $522,036 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $654,752.14, representing an estimated gain of +25.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MXC value among the investors covered in this analysis. Major shareholders include First Manhattan Co. Llc., Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in MEXCO ENERGY CORP (MXC).
This page ranks the largest institutional MXC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$1.36M
Largest Holder
First Manhattan Co. Llc.
Largest Position
$522,036
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Manhattan Co. Llc. | 0.00% | 69,803 | $522,036 | $654,752 | +$132,716 | +25.42% | |
| Vanguard Capital Management Llc | 0.00% | 55,667 | $416,333 | $522,156 | +$105,823 | +25.42% | |
| Dimensional Fund Advisors Lp | 0.00% | 33,500 | $329,640 | $314,230 | -$15,410 | -4.67% | |
| Corient Private Wealth Llc | 0.00% | 10,100 | $75,535 | $94,738 | +$19,203 | +25.42% | |
| Vanguard Fiduciary Trust Co | 0.00% | 6,428 | $48,075 | $60,295 | +$12,220 | +25.42% | |
| Caldwell Sutter Capital, Inc. | 0.01% | 4,000 | $29,915 | $37,520 | +$7,605 | +25.42% | |
| Ubs Group Ag | 0.00% | 1,104 | $8,257 | $10,356 | +$2,099 | +25.42% | |
| Tower Research Capital Llc (Trc) | 0.00% | 917 | $6,858 | $8,601 | +$1,743 | +25.42% | |
| Fmr Llc | 0.00% | 160 | $1,197 | $1,501 | +$304 | +25.38% | |
| Newedge Advisors, Llc | 0.00% | 22 | $165 | $206 | +$41 | +25.07% | |
| Sbi Securities Co., Ltd. | 0.00% | 14 | $138 | $131 | -$7 | -4.84% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 3 | $30 | $28 | -$2 | -6.20% | |
| Morgan Stanley | 0.00% | 1 | $11 | $9 | -$2 | -14.73% | |
| Citigroup Inc | 0.00% | 1 | $10 | $9 | -$1 | -6.20% |
Frequently asked questions about MXC
Who are the largest institutional holders of MXC?
The largest institutional holders of MXC reported in the latest SEC Form 13F filings include First Manhattan Co. Llc., Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, Corient Private Wealth Llc, and Vanguard Fiduciary Trust Co. InsiderSet ranks institutional holders by their latest reported MXC position.
What is MXC institutional ownership?
This page tracks MXC positions reported by institutional investment managers through SEC Form 13F. MEXCO ENERGY CORP (MXC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MXC?
InsiderSet currently tracks 14 institutional managers reporting MXC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MXC shareholders.
How much MXC stock do institutions own?
Institutional investment managers disclosed approximately $1.36M in MXC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MXC institutional ownership last updated?
The latest MXC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MXC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MXC position after the reporting date.
Are institutions buying or selling MXC?
Institutional buying and selling can be analyzed by comparing MXC positions across consecutive 13F reporting periods. InsiderSet's MXC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MXC ownership changes.
How has MXC institutional ownership changed over time?
InsiderSet tracks MXC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.