MERCADOLIBRE INC MELI
COM · Common Stock · CUSIP 58733R102 · ISIN US58733R1023
Argentine e-commerce company
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersSaavedra, Argentina
- Founded1997
- Websitemercadolibre.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($85.4m this quarter). Holder counts are more reliable. Shares outstanding: 50.7m as of 2024-05-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1511.02. Options: 44 managers hold calls ($1.5bn notional), 41 hold puts ($2.3bn).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 851 |
| Q4 2022 | 865 |
| Q1 2023 | 971 |
| Q2 2023 | 993 |
| Q3 2023 | 1,005 |
| Q4 2023 | 1,156 |
| Q1 2024 | 1,186 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 355 | 429 |
| Q1 2023 | 470 | 414 |
| Q2 2023 | 469 | 445 |
| Q3 2023 | 487 | 424 |
| Q4 2023 | 553 | 427 |
| Q1 2024 | 590 | 501 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $3.0bn | $2.0bn | 0.67 |
| Q3 2023 | $2.5bn | $2.7bn | 1.09 |
| Q4 2023 | $2.3bn | $2.6bn | 1.15 |
| Q1 2024 | $1.5bn | $2.3bn | 1.61 |
Biggest buyers
| MORGAN STANLEY | Added | +1.4m |
| GQG Partners LLC | Added | +648.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +232.8k |
| Harding Loevner LP | New | +224.1k |
| JANUS HENDERSON GROUP PLC | Added | +132.0k |
| Capital World Investors | Added | +95.0k |
| Nuveen Asset Management, LLC | Added | +73.6k |
| Sustainable Growth Advisers, LP | Added | +72.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +66.1k |
| FMR LLC | Added | +60.0k |
Biggest sellers
| BAILLIE GIFFORD & CO | Reduced | -346.5k |
| JENNISON ASSOCIATES LLC | Reduced | -334.1k |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -270.1k |
| Capital Research Global Investors | Reduced | -267.1k |
| NORGES BANK | Reduced | -170.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -105.8k |
| JPMORGAN CHASE & CO | Reduced | -99.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -74.0k |
| Holocene Advisors, LP | Reduced | -69.5k |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -64.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $375.1m248.1k shares |
| CITADEL ADVISORS LLC | Reduced | $323.4m213.9k shares |
| IMC-Chicago, LLC | Reduced | $101.9m67.4k shares |
| JANE STREET GROUP, LLC | Reduced | $81.5m53.9k shares |
| CTC LLC | Reduced | $73.0m483 shares |
| MILLENNIUM MANAGEMENT LLC | Added | $71.2m47.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $70.2m46.4k shares |
| JPMORGAN CHASE & CO | New | $52.6m34.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $44.9m29.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $35.8m23.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $546.9m361.7k shares |
| CITADEL ADVISORS LLC | Added | $394.2m260.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $212.7m140.7k shares |
| JPMORGAN CHASE & CO | Added | $164.5m108.8k shares |
| IMC-Chicago, LLC | Reduced | $155.6m102.9k shares |
| JANE STREET GROUP, LLC | Reduced | $151.0m99.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $112.0m74.1k shares |
| CTC LLC | Added | $107.7m712 shares |
| WOLVERINE TRADING, LLC | Reduced | $64.3m42.5k shares |
| PEAK6 Investments LLC | Added | $61.5m40.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Galperin Trust /SD
13D · may seek influence
filed 2026-06-18
Stated purposeThe purpose of the Distribution was to transfer certain assets from Meliga No. 1 LP to its parent entities for no consideration, as part of an ongoing estate-planning restructuring process. As a result of this transaction, all shares of Common Stock previously held by Meliga No. 1 LP were fully distributed to Meliga No. 1 Corp. Except as set forth herein, the Reporting Persons have no current intention, plan or proposal with respect to items 4(a) through (j) of Schedule 13D. Full filing |
6.7% |
| BAILLIE GIFFORD & CO 13G · institution -1.1 pts · filed 2026-05-06 | 6.4% |
| Capital Research Global Investors 13G · institution +1.0 pts · filed 2026-05-14 | 5.4% |
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 2 | $565.6k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.25% of their portfolio | 6.3m $9.5bn | Added +1.4m |
| BAILLIE GIFFORD & CO 5.92% of their portfolio | 5.0m $7.6bn | Reduced -346.5k |
| JPMORGAN CHASE & CO 0.28% of their portfolio | 4.2m $6.3bn | Reduced -99.9k |
| Capital Research Global Investors 0.81% of their portfolio | 2.4m $3.6bn | Reduced -267.1k |
| JENNISON ASSOCIATES LLC 1.82% of their portfolio | 1.8m $2.7bn | Reduced -334.1k |
| BlackRock Inc. 0.04% of their portfolio | 1.1m $1.7bn | Reduced -45.5k |
| Capital International Investors 0.31% of their portfolio | 1.0m $1.5bn | Reduced -17.2k |
| WCM INVESTMENT MANAGEMENT, LLC 3.21% of their portfolio | 892.6k $1.3bn | Reduced -270.1k |
| SANDS CAPITAL MANAGEMENT, LLC 3.62% of their portfolio | 856.1k $1.3bn | Reduced -64.6k |
| Capital World Investors 0.21% of their portfolio | 845.7k $1.3bn | Added +95.0k |
| GQG Partners LLC 1.93% of their portfolio | 794.8k $1.2bn | Added +648.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.14% of their portfolio | 771.9k $1.2bn | Added +232.8k |
| FMR LLC 0.08% of their portfolio | 740.9k $1.1bn | Added +60.0k |
| FRANKLIN RESOURCES INC 0.21% of their portfolio | 435.2k $657.9m | Added +26.3k |
| GOLDMAN SACHS GROUP INC 0.13% of their portfolio | 411.7k $622.5m | Reduced -53.3k |
| GENERATION INVESTMENT MANAGEMENT LLP 2.75% of their portfolio | 398.8k $603.0m | Reduced -29.6k |
| Invesco Ltd. 0.13% of their portfolio | 398.7k $602.8m | Added +20.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% of their portfolio | 395.9k $598.5m | Reduced -8.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.69% of their portfolio | 385.2k $582.4m | Added +48.4k |
| STATE STREET CORP 0.03% of their portfolio | 383.4k $579.7m | Added +26.3k |
| JANUS HENDERSON GROUP PLC 0.30% of their portfolio | 368.6k $557.2m | Added +132.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.42% of their portfolio | 363.0k $548.8m | Reduced -11.8k |
| AMERIPRISE FINANCIAL INC 0.13% of their portfolio | 314.7k $475.5m | Added +11.5k |
| AXIOM INVESTORS LLC /DE 4.01% of their portfolio | 303.8k $459.4m | Added +17.5k |
| Sustainable Growth Advisers, LP 1.64% of their portfolio | 259.9k $392.9m | Added +72.0k |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 252.8k $382.3m | Added +42.0k |
| Legal & General Group Plc 0.11% of their portfolio | 249.9k $377.8m | Added +2.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.25% of their portfolio | 238.8k $361.1m | Added +10.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.89% of their portfolio | 236.8k $358.1m | Added +39.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.37% of their portfolio | 230.6k $348.7m | Added +33.0k |
| Harding Loevner LP 2.09% of their portfolio | 224.1k $338.8m | New |
| BESSEMER GROUP INC 0.61% of their portfolio | 224.0k $338.7m | Reduced -14.1k |
| LORD, ABBETT & CO. LLC 0.55% of their portfolio | 223.4k $337.8m | Reduced -9.3k |
| ALKEON CAPITAL MANAGEMENT LLC 1.79% of their portfolio | 215.3k $325.5m | Unchanged |
| Alphinity Investment Management Pty Ltd 2.80% of their portfolio | 209.0k $316.0m | Added +3.9k |
| Pictet Asset Management Holding SA 0.33% of their portfolio | 200.7k $303.4m | Added +30.3k |
| Foxhaven Asset Management, LP 8.02% of their portfolio | 196.7k $297.4m | Added +13.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 189.9k $287.1m | Added +7.5k |
| Hardman Johnston Global Advisors LLC 9.88% of their portfolio | 189.5k $286.5m | Reduced -5.3k |
| NORGES BANK 0.04% of their portfolio | 181.9k $275.1m | Reduced -170.8k |
| Allspring Global Investments Holdings, LLC 0.42% of their portfolio | 178.4k $269.7m | Added +9.9k |
| Artisan Partners Limited Partnership 0.38% of their portfolio | 172.3k $260.5m | Added +29.3k |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 48.20% of their portfolio | 165.8k $250.7m | Added +14.7k |
| Clearbridge Investments, LLC 0.20% of their portfolio | 165.5k $250.2m | Added +16.1k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 161.8k $244.7m | Reduced -12.0k |
| Fisher Asset Management, LLC 0.11% of their portfolio | 158.4k $239.6m | Reduced -5.6k |
| Perpetual Ltd 2.30% of their portfolio | 155.3k $234.9m | Reduced -8.9k |
| Amundi 0.09% of their portfolio | 153.6k $210.5m | Reduced -2.0k |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 152.7k $230.9m | Reduced -700 |
| NORTHERN TRUST CORP 0.04% of their portfolio | 150.5k $227.6m | Reduced -25.6k |
| Robeco Institutional Asset Management B.V. 0.49% of their portfolio | 148.9k $225.1m | Added +5.0k |
| FRED ALGER MANAGEMENT, LLC 1.08% of their portfolio | 143.5k $216.9m | Reduced -25.7k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 4.54% of their portfolio | 141.3k $213.7m | Reduced -15 |
| Aberdeen Group plc 0.42% of their portfolio | 141.0k $213.1m | Reduced -4.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.25% of their portfolio | 139.4k $211.2m | Added +1.4k |
| WASATCH ADVISORS LP 1.10% of their portfolio | 138.7k $209.7m | Reduced -3.8k |
| Swiss National Bank 0.14% of their portfolio | 136.3k $206.1m | Reduced -4.7k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 134.1k $202.7m | Added +20.4k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 131.6k $199.0m | Added +73.6k |
| BARCLAYS PLC 0.09% of their portfolio | 128.3k $193.9m | Added +623 |
| SEI INVESTMENTS CO 0.28% of their portfolio | 125.8k $190.1m | Reduced -4.5k |
| TT International Asset Management LTD 16.58% of their portfolio | 118.3k $178.9m | Added +49.4k |
| Amova Asset Management Americas, Inc. 1.77% of their portfolio | 118.2k $178.4m | Added +9.3k |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 21.74% of their portfolio | 117.9k $178.2m | Added +21.4k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.18% of their portfolio | 107.4k $162.4m | Reduced -19.5k |
| MACQUARIE GROUP LTD 0.18% of their portfolio | 105.3k $159.3m | Added +16.1k |
| National Pension Service 0.19% of their portfolio | 105.2k $159.0m | Added +1.7k |
| UBS Group AG 0.05% of their portfolio | 104.9k $158.5m | Reduced -2.4k |
| CREDIT SUISSE AG/ 0.15% of their portfolio | 104.0k $157.2m | Added +6.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 102.9k $155.6m | Reduced -21.0k |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 25.94% of their portfolio | 101.1k $152.8m | Added +41.8k |
| FIL Ltd 0.15% of their portfolio | 98.6k $149.1m | Added +11.1k |
| LOOMIS SAYLES & CO L P 0.21% of their portfolio | 98.3k $148.6m | Reduced -5.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.14% of their portfolio | 97.2k $146.9m | Added +66.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.33% of their portfolio | 95.3k $144.7m | Reduced -8.5k |
| Vontobel Holding Ltd. 1.14% of their portfolio | 94.7k $143.2m | Reduced -1.7k |
| CIBC Private Wealth Group LLC 0.26% of their portfolio | 87.2k $133.4m | Reduced -4.8k |
| Assenagon Asset Management S.A. 0.35% of their portfolio | 86.6k $131.0m | Reduced -2.6k |
| Northcape Capital Pty Ltd 14.68% of their portfolio | 84.5k $127.8m | Reduced -268 |
| California Public Employees Retirement System 0.09% of their portfolio | 81.5k $123.2m | Reduced -4.5k |
| Whale Rock Capital Management LLC 1.82% of their portfolio | 80.9k $122.3m | Reduced -26.3k |
| Caisse de depot et placement du Quebec 0.29% of their portfolio | 80.8k $122.2m | Added +24.7k |
| APG Asset Management N.V. 0.19% of their portfolio | 78.6k $110.0m | Added +54.7k |
| Russell Investments Group, Ltd. 0.18% of their portfolio | 77.1k $116.6m | Reduced -5.0k |
| Allianz Asset Management GmbH 0.20% of their portfolio | 76.6k $115.8m | Reduced -6.2k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 75.8k $114.6m | Reduced -4.8k |
| Polar Capital Holdings Plc 0.59% of their portfolio | 74.9k $113.3m | Added +43.4k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 74.8k $113.1m | Added +3.6k |
| AGF MANAGEMENT LTD 0.60% of their portfolio | 71.9k $108.7m | Added +34 |
| COMGEST GLOBAL INVESTORS S.A.S. 1.48% of their portfolio | 70.2k $106.2m | Reduced -3.8k |
| Dorsal Capital Management, LP 3.52% of their portfolio | 70.0k $105.8m | Reduced -30.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.17% of their portfolio | 69.9k $105.7m | Reduced -24.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.24% of their portfolio | 69.9k $105.6m | Reduced -1.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.13% of their portfolio | 69.5k $105.1m | Reduced -32.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 68.9k $104.1m | Added +648 |
| CITIGROUP INC 0.11% of their portfolio | 68.6k $103.7m | Added +5.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.13% of their portfolio | 68.3k $103.3m | Added +4.1k |
| BAMCO INC /NY/ 0.26% of their portfolio | 64.2k $97.0m | Reduced -3.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.12% of their portfolio | 61.1k $92.5m | Added +2.9k |
| Constellation Investimentos e Participacoes Ltda 37.82% of their portfolio | 60.5k $91.5m | Reduced -21.9k |