BWMX — BETTERWARE DE MEXC S A P I D
Reported value held$9.72M
Funds holding (latest)17
SectorConsumer Discretionary
Funds holding (Q2 2026)11
Institutional value$8.27M · 459.55K sh
New / Add / Cut / Exit1 / 4 / 3 / 1
Top-5 / Top-10 concentration83.4% / 99.9%
Institutional holdings change
Reducing -0.6%
(-2.80K sh)
Institutional value change
Up +6.1%
As of Q2 2026, 11 SEC-registered investment managers reported holding BWMX (BETTERWARE DE MEXC S A P I D) in their latest 13F filings, with a combined reported value of $8.27M across 459.55K shares. That is -0.6% by share count (-2.80K shares) versus the previous quarter, while reported value moved +6.1%. Ownership is concentrated: the five largest holders account for 83.4% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BWMX is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 115.19K | $2.07M | 0.00% | Reduce |
| Lazard Asset Management history | 81.45K | $1.47M | 0.00% | Add |
| Arrowstreet Capital history | 72.58K | $1.31M | 0.00% | Hold |
| Millennium Management history | 62.91K | $1.13M | 0.00% | Add |
| Goldman Sachs Group history | 51.23K | $921.72K | 0.00% | Reduce |
| UBS Group AG history | 46.14K | $829.99K | 0.00% | Add |
| Renaissance Technologies history | 25.70K | $462.34K | 0.00% | Reduce |
| Citigroup Inc history | 1.48K | $26.59K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.46K | $26.53K | 0.00% | New |
| BlackRock Inc history | 1.12K | $20.09K | 0.00% | Hold |
| Wells Fargo & Co history | 285 | $5.13K | 0.00% | Hold |
Q1 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 123.81K | $2.09M | 0.00% | Add |
| Goldman Sachs Group history | 121.35K | $2.05M | 0.00% | Add |
| Arrowstreet Capital history | 72.58K | $1.22M | 0.00% | Add |
| Lazard Asset Management history | 46.59K | $785.46K | 0.00% | New |
| Renaissance Technologies history | 36.40K | $613.70K | 0.00% | Reduce |
| UBS Group AG history | 31.51K | $531.24K | 0.00% | Reduce |
| Citadel Advisors history | 14.89K | $251.13K | 0.00% | Reduce |
| Millennium Management history | 12.34K | $208.05K | 0.00% | Reduce |
| Citigroup Inc history | 1.46K | $24.68K | 0.00% | Reduce |
| BlackRock Inc history | 1.12K | $18.83K | 0.00% | Add |
| Wells Fargo & Co history | 285 | $4.80K | 0.00% | New |
Q4 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 60.66K | $862.02K | 0.00% | Add |
| Millennium Management history | 50.02K | $710.76K | 0.00% | Reduce |
| Marshall Wace history | 39.67K | $563.67K | 0.00% | Reduce |
| Renaissance Technologies history | 37.20K | $528.61K | 0.00% | Reduce |
| Citadel Advisors history | 36.66K | $520.97K | 0.00% | Reduce |
| Morgan Stanley history | 34.40K | $488.87K | 0.00% | Add |
| UBS Group AG history | 34.14K | $485.13K | 0.00% | Reduce |
| Arrowstreet Capital history | 26.13K | $371.31K | 0.00% | Hold |
| Citigroup Inc history | 1.70K | $24.17K | 0.00% | Reduce |
| BlackRock Inc history | 479 | $6.81K | 0.00% | Reduce |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Millennium Management history | 74.01K | $995.45K | 0.00% | New |
| Marshall Wace history | 71.42K | $960.54K | 0.00% | New |
| Goldman Sachs Group history | 54.39K | $731.53K | 0.00% | New |
| Citadel Advisors history | 53.67K | $721.88K | 0.00% | Add |
| Renaissance Technologies history | 40.30K | $542.03K | 0.00% | Hold |
| UBS Group AG history | 38.07K | $512.01K | 0.00% | Reduce |
| Morgan Stanley history | 29.69K | $399.32K | 0.00% | Add |
| Arrowstreet Capital history | 26.13K | $351.45K | 0.00% | New |
| Citigroup Inc history | 2.25K | $30.25K | 0.00% | Reduce |
| BlackRock Inc history | 654 | $8.80K | 0.00% | Reduce |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 53.63K | $463.87K | 0.00% | Add |
| Renaissance Technologies history | 40.30K | $348.60K | 0.00% | Hold |
| Morgan Stanley history | 21.80K | $188.56K | 0.00% | Reduce |
| Citadel Advisors history | 21.54K | $186.31K | 0.00% | New |
| BlackRock Inc history | 12.42K | $107.42K | 0.00% | Reduce |
| Invesco Ltd history | 10.72K | $92.75K | 0.00% | Reduce |
| Citigroup Inc history | 2.81K | $24.32K | 0.00% | Reduce |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 104.93K | $1.19M | 0.00% | Reduce |
| Renaissance Technologies history | 40.50K | $460.49K | 0.00% | Hold |
| Millennium Management history | 33.03K | $375.58K | 0.00% | Reduce |
| UBS Group AG history | 27.56K | $313.40K | 0.00% | Add |
| Invesco Ltd history | 16.85K | $191.63K | 0.00% | Reduce |
| BlackRock Inc history | 13.83K | $157.24K | 0.00% | Reduce |
| Citigroup Inc history | 3.37K | $38.26K | 0.00% | Add |
| Lazard Asset Management history | 684 | $7 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.46K sh · $26.53K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 14.89K sh · $251.13K
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 115.19K | 123.81K | 34.40K | 29.69K | 21.80K | 104.93K | 113.33K | 174.46K | 171.56K | 159.01K | 127.62K | 61.31K | 15.94K | 15.25K | 10.70K | 10.25K | 10.57K | 11.79K | 19.12K | 11.92K |
| Lazard Asset Management | 81.45K | 46.59K | — | — | — | 684 | 9.34K | 28.73K | 25.61K | 14.12K | 9.02K | 1.39K | 2.94K | — | — | — | 904 | 149 | 149 | 1.12K |
| Arrowstreet Capital | 72.58K | 72.58K | 26.13K | 26.13K | — | — | — | — | — | 11.57K | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 62.91K | 12.34K | 50.02K | 74.01K | — | 33.03K | 51.74K | 46.44K | 38.84K | 58.89K | 13.94K | 45.54K | — | 12.84K | 24.22K | 59.05K | — | — | — | 9.42K |
| Goldman Sachs Group | 51.23K | 121.35K | 60.66K | 54.39K | — | — | — | — | — | — | — | — | — | — | — | — | 79.66K | 25.17K | 12.05K | — |
| UBS Group AG | 46.14K | 31.51K | 34.14K | 38.07K | 53.63K | 27.56K | 20.64K | 1.35K | 5.94K | 409 | 2.24K | 139 | 140 | — | — | — | 1.00K | 234 | 4.40K | — |
| Renaissance Technologies | 25.70K | 36.40K | 37.20K | 40.30K | 40.30K | 40.50K | 40.60K | 43.00K | 43.00K | 43.00K | 43.00K | 43.20K | 43.20K | 43.60K | 43.70K | 47.20K | 47.80K | 47.30K | 53.76K | 49.20K |
| Citigroup Inc | 1.48K | 1.46K | 1.70K | 2.25K | 2.81K | 3.37K | 2.50K | 3.31K | 3.07K | 2.86K | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 1.46K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10 |
| BlackRock Inc | 1.12K | 1.12K | 479 | 654 | 12.42K | 13.83K | 14.81K | 14.26K | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 285 | 285 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | 14.89K | 36.66K | 53.67K | 21.54K | — | 17.43K | 24.56K | 38.68K | 56.61K | 26.57K | 30.14K | 14.48K | — | 24.54K | 41.10K | 51.84K | — | 63.23K | 15.35K |
| Marshall Wace | — | — | 39.67K | 71.42K | — | — | — | — | — | — | — | — | 12.42K | — | — | — | — | — | 6.23K | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 6 | — | — | — | — | — | 1 | — | — | — | — | — | — |
| Bank of America Corp | — | — | — | — | — | — | 884 | 904 | — | — | 454 | 15 | — | — | 946 | 860 | — | — | — | 2 |
| Geode Capital Management | — | — | — | — | — | — | — | — | — | 26.79K | 26.79K | 27.40K | 23.57K | 23.57K | 23.57K | 23.57K | 23.57K | 23.57K | 23.57K | 19.88K |
| Invesco Ltd | — | — | — | — | 10.72K | 16.85K | 21.34K | 21.46K | 21.38K | 21.17K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details