MXC · Mexco Energy Corp · Shareholders & Ownership
Every disclosed holder of MXC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns MXC
13F quarter Jun 30, 2026| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 181,552 | 8.87% |
| Insiders (Forms 3, 4, 5) | 28,573 | 1.40% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 1,835,875 | 89.73% |
| Registered funds (N-PORT, not summed) | 100,801 | 4.93% |
Shares outstanding: 2,046,000, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of MXC
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
FIRST MANHATTAN CO. LLC.
13F
CIK 728083 · Investment adviser · Jun 30, 2026
|
69,803 | ||
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
|
55,667 | ||
| 3 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
43,651 | ||
| 4 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
|
33,305 | ||
| 4.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
11,067 | ||
| 4.2 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
4,858 | ||
| 4.3 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
4,558 | ||
| 4.4 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
3,224 | ||
| 4.5 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
1,995 | ||
| 5 |
|
28,573 | ||
| 6 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
12,016 | ||
| 7 |
Corient Private Wealth LLC
13F
CIK 1948780 · Registered investment adviser · Jun 30, 2026
|
10,100 | ||
| 8 |
Ultra-Small Company Market Fund
Fund
S000004424 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
8,000 | ||
| 9 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
|
6,428 | ||
| 10 |
CALDWELL SUTTER CAPITAL, INC.
13F
CIK 702007 · Registered investment adviser · Jun 30, 2026
|
4,000 | ||
| 11 |
UBS Group AG
13F
CIK 1610520 · Bank · Jun 30, 2026
|
1,104 | ||
| 12 |
Tower Research Capital LLC (TRC)
13F
CIK 1533421 · Unknown · Jun 30, 2026
|
917 | ||
| 13 |
Pinnacle Value Fund
Fund
S000004888 · Registered fund · Jun 30, 2026
BERTOLET CAPITAL TRUST, not summed
|
618 | ||
| 14 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
|
160 | ||
| 14.1 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
3,737 | ||
| 14.2 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
1,277 | ||
| 14.3 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
470 | ||
| 15 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
|
30 | ||
| 16 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
|
22 | ||
| 17 |
SBI Securities Co., Ltd.
13F
CIK 1851815 · Non-US institution · Jun 30, 2026
|
14 | ||
| 18 |
CITIGROUP INC
13F
CIK 831001 · Bank · Jun 30, 2026
|
1 | ||
| 19 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
|
1 |
5 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.