Who Owns Mexco Energy Stock?
NYSE: MXCEnergyOil & Gas E&PUSD
At close: Oct 8, 3:59 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 12.62%
- Held by insiders
- 58.74%
- Institutional holders
- 17
- Institutions 12.6%
- Insiders 58.7%
- Public and other 28.6%
Who owns Mexco Energy stock?
Institutional investors own about 12.6% of Mexco Energy's shares, spread across 17 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 58.74% of MXC.
The largest institutional holders are First Manhattan Co. LLC (3.41%), Vanguard Capital Management LLC (2.72%) and Dimensional Fund Advisors LP (1.63%). Together, the top 10 institutions control 8.9% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their MXC positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MXC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| First Manhattan Co. LLC | 69.80K | 3.41% | +71.7% |
| Vanguard Capital Management LLC | 55.67K | 2.72% | 0.0% |
| Dimensional Fund Advisors LP | 33.30K | 1.63% | -13.1% |
| Corient Private Wealth LP | 10.10K | 0.49% | 0.0% |
| Vanguard Fiduciary Trust Co | 6.43K | 0.31% | 0.0% |
| Caldwell Sutter Capital, Inc. | 4.00K | 0.20% | 0.0% |
| UBS Group AG | 1.10K | 0.05% | +21980.0% |
| Tower Research Capital LLC (TRC) | 917 | 0.04% | +146.5% |
| FMR, LLC | 160 | 0.01% | 0.0% |
| Royal Bank of Canada | 30 | 0.00% | +900.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MXC
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 43.65K | 2.13% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 12.02K | 0.59% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 11.07K | 0.54% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | 4.86K | 0.24% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 4.67K | 0.23% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 4.56K | 0.22% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio | 3.22K | 0.16% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 2.00K | 0.10% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 1.91K | 0.09% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | 1.44K | 0.07% |
Frequently asked questions
Who is the largest shareholder of Mexco Energy?
First Manhattan Co. LLC is the largest institutional shareholder of MXC, owning 3.41% of shares outstanding (69.80K shares) as of its latest 13F filing.
What percentage of Mexco Energy is owned by institutions?
Institutions own about 12.6% of MXC shares and 30.6% of the public float.
How much of Mexco Energy do insiders own?
Insiders, such as officers and directors, own about 58.74% of MXC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.