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5%+ stakes · Schedule 13D and 13G

The Mexico Fund, Inc.: 5%+ holders

Who has reported owning 5% or more of The Mexico Fund, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more4
Filings13
Latest filing2026-08-14

The Mexico Fund, Inc. has 13 Schedule 13D or 13G filings on record since 2025-07-24. 4 holders' latest filing reports 5% or more of common stock, $1.00 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
City of London Investment Management Company Limited22.9%3,296,675SCHEDULE 13G/A, 2026-02-132025-12-31
Saba Capital Management, L.P.15.5%2,234,685SCHEDULE 13D/A, 2026-06-162026-06-12
Allspring Global Investments Holdings, LLC5.9%849,319SCHEDULE 13G/A, 2026-07-312026-06-30
Lazard Asset Management LLC5%717,886SCHEDULE 13G, 2026-05-152026-03-31
Gates Foundation Trust4.5%647,198SCHEDULE 13G/A, 2026-08-142026-06-30

Purpose of Transaction (Item 4)

Saba Capital Management, L.P.

Not Applicable.Item 4 of the SCHEDULE 13D/A filed 2026-06-16

Timeline

FiledHolderPercentFiling
2025-07-24Saba Capital Management, L.P.8.35%SCHEDULE 13D
2025-08-08City of London Investment Management Company Limited25%SCHEDULE 13G/A
2025-10-10Allspring Global Investments Holdings, LLC7.6%SCHEDULE 13G/A
2025-10-15Saba Capital Management, L.P.9.37%SCHEDULE 13D/A
2025-10-27Saba Capital Management, L.P.10.66%SCHEDULE 13D/A
2025-12-18Saba Capital Management, L.P.11.73%SCHEDULE 13D/A
2026-02-13City of London Investment Management Company Limited22.9%SCHEDULE 13G/A
2026-04-23Saba Capital Management, L.P.13.07%SCHEDULE 13D/A
2026-05-15Lazard Asset Management LLC5%SCHEDULE 13G
2026-05-28Saba Capital Management, L.P.14.33%SCHEDULE 13D/A
2026-06-16Saba Capital Management, L.P.15.5%SCHEDULE 13D/A
2026-07-31Allspring Global Investments Holdings, LLC5.9%SCHEDULE 13G/A
2026-08-14Gates Foundation Trust4.5%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/the-mexico-fund
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
The Mexico Fund, Inc. 5%+ holders: 4 at 5% or more, largest City of London Investment Management Company Limited 22.9%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/the-mexico-fund