Mexco Energy MXC Institutional Ownership

NYSE MXC

$10.83 -0.02 (-0.18%)

As of: Sep 9, 2026 · 3:44 PM EDT

Institutions by Trading Activity

14 Institutions

Increased 6 42.9%

Unchanged 5 35.7%

Reduced 3 21.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

8.87%

▼-2.19 pp QoQ

Shares Held by Institutions

181.55K

of 2.05Mn outstanding

▲+16.38% QoQ

Shares Outstanding

2.05Mn

1.86Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

+25.56K

accumulated since last quarter

Value of Holdings

$1.99Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Mexco Energy Corp (NYSE:MXC) has 14 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 8.9% of Mexco Energy's outstanding shares in June 2026, down from 11.1% in March 2026.
They increased total shares held in Mexco Energy by 16.38% from the prior quarter, while the number of investors in MXC stayed flat year over year.
Of these 14 funds, 6 grew their exposure to Mexco Energy, 3 cut back, and 5 maintained positions.
Combined, these investors held 181.55K shares in MXC for June 2026, up by 25.56K shares quarter on quarter, and up 7.69K shares year over year.
FIRST MANHATTAN CO. LLC. holds the largest position in MXC at 69.8K shares as of June 30, 2026, or 3.41% of shares outstanding.
The most significant purchases of MXC for the quarter ending June 2026 came from FIRST MANHATTAN CO. LLC. (29.14K), UBS Group AG (1.1K), Tower Research Capital LLC (TRC) (545), Royal Bank Of Canada (27), NewEdge Advisors, LLC (22).
The largest sellers of Mexco Energy for the quarter ending June 2026 were DIMENSIONAL FUND ADVISORS LP (5.01K), Morgan Stanley (199), Citigroup Inc (74).
Per Business Quant data, the top 10 holders of Mexco Energy for the quarter ending June 2026 are FIRST MANHATTAN CO. LLC. (69.8K), VANGUARD CAPITAL MANAGEMENT LLC (55.67K), DIMENSIONAL FUND ADVISORS LP (33.3K), Corient Private Wealth LP (10.1K), VANGUARD FIDUCIARY TRUST CO (6.43K), CALDWELL SUTTER CAPITAL, INC. (4.0K), UBS Group AG (1.1K), Tower Research Capital LLC (TRC) (917), FMR LLC (160), Royal Bank Of Canada (30).

Form 13F Holdings

14 Institutional Holders

Report period 30 Jun, 2026

Total shares held 181.55K

Of outstanding 8.87%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FIRST MANHATTAN CO. LLC.	0000728083	69,803	3.41%	▲29,140	+71.66%	$522.04K
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	55,667	2.72%	0	0.00%	$416.33K
3	DIMENSIONAL FUND ADVISORS LP	0000354204	33,305	1.63%	▼5,009	-13.07%	$249.08K
4	Corient Private Wealth LP	0001948780	10,100	0.49%	0	0.00%	$75.54K
5	VANGUARD FIDUCIARY TRUST CO	0000933478	6,428	0.31%	0	0.00%	$48.08K
6	CALDWELL SUTTER CAPITAL, INC.	0000702007	4,000	0.20%	0	0.00%	$29.92K
7	UBS Group AG	0001610520	1,104	0.05%	▲1,099	+21,980.00%	$8.26K
8	Tower Research Capital LLC (TRC)	0001533421	917	0.04%	▲545	+146.51%	$6.86K
9	FMR LLC	0000315066	160	0.01%	0	0.00%	$1.20K
10	Royal Bank Of Canada	0001000275	30	0.00%	▲27	+900.00%	$0
11	NewEdge Advisors, LLC	0001633516	22	0.00%	▲22	0.00%	$165
12	SBI Securities Co., Ltd.	0001851815	14	0.00%	▲4	+40.00%	$105
13	Morgan Stanley	0000895421	1	0.00%	▼199	-99.50%	$11
13	Citigroup Inc	0000831001	1	0.00%	▼74	-98.67%	$7