Mexco Energy MXC Institutional Ownership

NYSE MXC
$9.93 -0.06 (-0.60%)
As of: Oct 21, 2026 · 3:55 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
▼-19.77% QoQ
Shares Outstanding
2.05Mn
1.86Mn held outside 13F filers
Institutional Investors
14
filed 13F for Jun 2026
▼-2 vs prior quarter
Net Shares Added (QoQ)
-44.74K
distributed since last quarter
Value of Holdings
$1.82Mn
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

Mexco Energy Corp (NYSE:MXC) counted 14 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Form 13F Holdings

14 Institutional Holders

Report period 30 Jun, 2026
Total shares held 181.55K
Of outstanding 8.87%
Download Data
# 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 Citigroup Inc 0000831001 1 0.00% ▼74 -98.67% $7
13 Morgan Stanley 0000895421 1 0.00% ▼199 -99.50% $11