MEXCO ENERGY CORP (MXC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
14
Reporting holders
$1.4M
Reported value
9.4%
Of shares outstanding
0.0%
Held as options
+0
Holder change
Institutions report 191,652 shares against 2,046,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | $522.0K | 69,803 | 0.00% | 2q | +71.7%+$217.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | $416.3K | 55,667 | 0.00% | 2q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $249.1K | 33,305 | 0.00% | 21q | -13.1%-$37.5K |
| Corient Private Wealth LP | $151.1K | 20,200 | 0.00% | 3q | +100.0%+$75.5K |
| VANGUARD FIDUCIARY TRUST CO | $48.1K | 6,428 | 0.00% | 2q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $29.9K | 4,000 | 0.01% | 12q | HELD |
| UBS Group AG | $8.3K | 1,104 | 0.00% | 3q | +21980.0%+$8.2K |
| Tower Research Capital LLC (TRC) | $6.9K | 917 | 0.00% | 19q | +146.5%+$4.1K |
| FMR LLC | $1.2K | 160 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $165 | 22 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $105 | 14 | 0.00% | 7q | +40.0% |
| MORGAN STANLEY | $11 | 1 | 0.00% | 2q | -99.5%-$2.2K |
| CITIGROUP INC | $7 | 1 | 0.00% | 3q | -98.7% |
| ROYAL BANK OF CANADA | $0 | 30 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 14 | $1.4M | 191,652 | 2 | 5 | 3 | 0.0% |
| Q1 2026 | 14 | $2.3M | 225,584 | 4 | 2 | 3 | 0.0% |
| Q4 2025 | 12 | $2.0M | 206,184 | 4 | 1 | 2 | 0.0% |
| Q3 2025 | 12 | $1.2M | 132,094 | 2 | 4 | 1 | 0.0% |
| Q2 2025 | 12 | $1.4M | 153,217 | 0 | 2 | 4 | 0.0% |
| Q1 2025 | 13 | $1.1M | 137,979 | 1 | 1 | 2 | 0.0% |
| Q4 2024 | 12 | $1.6M | 138,013 | 0 | 2 | 4 | 0.0% |
| Q3 2024 | 11 | $1.7M | 138,354 | 3 | 1 | 3 | 0.0% |
| Q2 2024 | 8 | $1.5M | 128,400 | 0 | 1 | 4 | 0.0% |
| Q1 2024 | 10 | $1.3M | 130,398 | 3 | 1 | 2 | 0.0% |
| Q4 2023 | 7 | $1.0M | 110,001 | 0 | 4 | 1 | 0.0% |
| Q3 2023 | 8 | $1.5M | 117,929 | 2 | 1 | 0 | 0.0% |
| Q2 2023 | 7 | $1.5M | 127,106 | 0 | 1 | 2 | 0.0% |
| Q1 2023 | 7 | $1.5M | 130,512 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 8 | $1.0M | 81,782 | 3 | 1 | 0 | 0.0% |
| Q3 2022 | 10 | $2.5M | 153,090 | 0 | 1 | 7 | 0.0% |
| Q2 2022 | 10 | $2.9M | 170,454 | 4 | 1 | 4 | 0.0% |
| Q1 2022 | 6 | $2.0M | 125,238 | 0 | 4 | 2 | 0.0% |
| Q4 2021 | 8 | $1.0M | 108,019 | 2 | 2 | 1 | 0.0% |
| Q3 2021 | 6 | $889.0K | 85,537 | 3 | 1 | 0 | 0.0% |
| Q2 2021 | 4 | $315.0K | 32,386 | 2 | 0 | 0 | 0.0% |
| Q1 2021 | 3 | $185.0K | 20,902 | 1 | 1 | 0 | 0.0% |
| Q4 2020 | 3 | $84.0K | 13,955 | 0 | 1 | 1 | 0.0% |
| Q3 2020 | 3 | $67.0K | 13,891 | 1 | 1 | 0 | 0.0% |
| Q2 2020 | 3 | $53.0K | 16,156 | 1 | 0 | 0 | 0.0% |
| Q1 2020 | 3 | $63.0K | 28,301 | 1 | 0 | 0 | 0.0% |
| Q4 2019 | 3 | $63.0K | 16,085 | 0 | 1 | 2 | 0.0% |
| Q3 2019 | 6 | $70.0K | 17,532 | 1 | 1 | 1 | 0.0% |
| Q2 2019 | 6 | $83.0K | 21,184 | 1 | 0 | 2 | 0.0% |
| Q1 2019 | 6 | $465.0K | 93,799 | 0 | 2 | 2 | 0.0% |
| Q4 2018 | 6 | $266.0K | 96,086 | 0 | 0 | 0 | 0.0% |