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 ($336.8m this quarter). Holder counts are more reliable. Shares outstanding: 50.7m as of 2024-08-01, 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 ≈ $1636.39. Options: 43 managers hold calls ($1.8bn notional), 43 hold puts ($2.4bn).
Trends to Q2 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 |
| Q2 2024 | 1,208 |
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 |
| Q2 2024 | 576 | 528 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $2.5bn | $2.7bn | 1.09 |
| Q4 2023 | $2.3bn | $2.6bn | 1.15 |
| Q1 2024 | $1.5bn | $2.3bn | 1.61 |
| Q2 2024 | $1.8bn | $2.4bn | 1.28 |
Biggest buyers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +462.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +287.0k |
| Capital World Investors | Added | +255.4k |
| Strategic Financial Concepts, LLC | New | +177.3k |
| Capital International Investors | Added | +164.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +125.8k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +123.3k |
| GENERATION INVESTMENT MANAGEMENT LLP | Added | +101.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +93.0k |
| TWO SIGMA ADVISERS, LP | Added | +63.8k |
Biggest sellers
| MORGAN STANLEY | Reduced | -4.3m |
| JPMORGAN CHASE & CO | Reduced | -533.6k |
| GQG Partners LLC | Reduced | -507.9k |
| BAILLIE GIFFORD & CO | Reduced | -190.6k |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -142.2k |
| Alphinity Investment Management Pty Ltd | Reduced | -139.6k |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | Reduced | -111.9k |
| Sustainable Growth Advisers, LP | Reduced | -101.0k |
| TT International Asset Management LTD | Reduced | -82.7k |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -73.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $477.7m290.7k shares |
| CITADEL ADVISORS LLC | Added | $376.8m229.3k shares |
| IMC-Chicago, LLC | Added | $130.5m79.4k shares |
| JANE STREET GROUP, LLC | Added | $124.1m75.5k shares |
| CTC LLC | Reduced | $74.6m454 shares |
| WOLVERINE TRADING, LLC | Reduced | $68.0m41.4k shares |
| D. E. Shaw & Co., Inc. | Added | $58.3m35.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $52.8m32.1k shares |
| NWI MANAGEMENT LP | New | $50.5m30.7k shares |
| JPMORGAN CHASE & CO | Reduced | $49.0m29.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $475.3m289.2k shares |
| CITADEL ADVISORS LLC | Reduced | $359.7m218.9k shares |
| IMC-Chicago, LLC | Added | $203.0m123.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $169.8m103.3k shares |
| JPMORGAN CHASE & CO | Reduced | $166.0m101.0k shares |
| CTC LLC | Added | $124.2m756 shares |
| JANE STREET GROUP, LLC | Reduced | $121.6m74.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $113.1m68.8k shares |
| WOLVERINE TRADING, LLC | Added | $81.2m49.4k shares |
| Walleye Trading LLC | Added | $76.7m46.7k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 6.20% of their portfolio | 4.8m $8.0bn | Reduced -190.6k |
| JPMORGAN CHASE & CO 0.26% of their portfolio | 3.6m $6.0bn | Reduced -533.6k |
| Capital Research Global Investors 0.84% of their portfolio | 2.3m $3.8bn | Reduced -29.4k |
| MORGAN STANLEY 0.25% of their portfolio | 2.0m $3.3bn | Reduced -4.3m |
| JENNISON ASSOCIATES LLC 1.90% of their portfolio | 1.8m $3.0bn | Added +6.3k |
| Capital International Investors 0.40% of their portfolio | 1.2m $1.9bn | Added +164.3k |
| BlackRock Inc. 0.04% of their portfolio | 1.1m $1.8bn | Reduced -268 |
| Capital World Investors 0.30% of their portfolio | 1.1m $1.8bn | Added +255.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.21% of their portfolio | 1.1m $1.7bn | Added +287.0k |
| SANDS CAPITAL MANAGEMENT, LLC 3.78% of their portfolio | 782.6k $1.3bn | Reduced -73.5k |
| WCM INVESTMENT MANAGEMENT, LLC 2.95% of their portfolio | 750.4k $1.2bn | Reduced -142.2k |
| FMR LLC 0.08% of their portfolio | 741.4k $1.2bn | Added +576 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.81% of their portfolio | 559.7k $919.9m | Added +462.6k |
| GENERATION INVESTMENT MANAGEMENT LLP 3.96% of their portfolio | 500.0k $821.7m | Added +101.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% of their portfolio | 488.9k $803.5m | Added +93.0k |
| GOLDMAN SACHS GROUP INC 0.14% of their portfolio | 434.6k $714.2m | Added +22.9k |
| FRANKLIN RESOURCES INC 0.22% of their portfolio | 430.5k $707.4m | Reduced -4.7k |
| JANUS HENDERSON GROUP PLC 0.38% of their portfolio | 427.6k $702.7m | Added +59.0k |
| Invesco Ltd. 0.15% of their portfolio | 418.1k $687.1m | Added +19.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.75% of their portfolio | 413.8k $680.1m | Added +28.6k |
| STATE STREET CORP 0.03% of their portfolio | 392.6k $645.2m | Added +9.2k |
| AMERIPRISE FINANCIAL INC 0.15% of their portfolio | 338.7k $556.6m | Added +24.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.38% of their portfolio | 320.7k $527.1m | Reduced -42.3k |
| GQG Partners LLC 0.71% of their portfolio | 286.8k $471.4m | Reduced -507.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 1.16% of their portfolio | 277.2k $455.6m | Added +40.4k |
| AXIOM INVESTORS LLC /DE 3.78% of their portfolio | 263.7k $433.3m | Reduced -40.2k |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 259.5k $426.5m | Added +6.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.42% of their portfolio | 258.5k $424.7m | Added +27.8k |
| Legal & General Group Plc 0.12% of their portfolio | 249.2k $409.6m | Reduced -614 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.42% of their portfolio | 230.7k $379.1m | Added +123.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 228.8k $375.9m | Added +125.8k |
| Foxhaven Asset Management, LP 10.37% of their portfolio | 225.3k $370.2m | Added +28.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.27% of their portfolio | 224.6k $369.1m | Reduced -14.2k |
| BESSEMER GROUP INC 0.65% of their portfolio | 222.9k $366.3m | Reduced -1.1k |
| Harding Loevner LP 1.93% of their portfolio | 212.5k $349.3m | Reduced -11.5k |
| ALKEON CAPITAL MANAGEMENT LLC 1.77% of their portfolio | 210.8k $346.4m | Reduced -4.5k |
| LORD, ABBETT & CO. LLC 0.53% of their portfolio | 195.2k $320.8m | Reduced -28.2k |
| VANGUARD GROUP INC 0.01% of their portfolio | 192.1k $315.7m | Added +2.3k |
| Artisan Partners Limited Partnership 0.46% of their portfolio | 183.2k $301.0m | Added +10.9k |
| ROYAL BANK OF CANADA 0.07% of their portfolio | 180.0k $295.7m | Added +18.1k |
| Strategic Financial Concepts, LLC 0.01% of their portfolio | 177.3k $14.9k | New |
| Allspring Global Investments Holdings, LLC 0.46% of their portfolio | 173.3k $284.8m | Reduced -5.0k |
| Hardman Johnston Global Advisors LLC 10.94% of their portfolio | 172.3k $283.1m | Reduced -17.2k |
| NORGES BANK 0.04% of their portfolio | 169.3k $278.3m | Reduced -12.6k |
| Perpetual Ltd 3.02% of their portfolio | 169.0k $277.8m | Added +13.7k |
| Amundi 0.10% of their portfolio | 166.1k $264.3m | Added +12.5k |
| Pictet Asset Management Holding SA 0.31% of their portfolio | 165.0k $271.2m | Reduced -35.7k |
| Sustainable Growth Advisers, LP 1.15% of their portfolio | 158.9k $261.1m | Reduced -101.0k |
| WASATCH ADVISORS LP 1.38% of their portfolio | 156.7k $257.6m | Added +18.0k |
| FIL Ltd 0.25% of their portfolio | 155.6k $255.6m | Added +56.9k |
| Fisher Asset Management, LLC 0.11% of their portfolio | 152.6k $250.7m | Reduced -5.9k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 150.6k $247.5m | Added +95 |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 150.2k $246.9m | Reduced -2.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.28% of their portfolio | 141.8k $235.3m | Added +2.4k |
| FRED ALGER MANAGEMENT, LLC 1.13% of their portfolio | 141.7k $232.8m | Reduced -1.8k |
| SEI INVESTMENTS CO 0.33% of their portfolio | 141.7k $232.8m | Added +15.9k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 4.96% of their portfolio | 141.0k $231.7m | Reduced -312 |
| Swiss National Bank 0.15% of their portfolio | 135.1k $222.0m | Reduced -1.2k |
| Assenagon Asset Management S.A. 0.55% of their portfolio | 134.4k $220.9m | Added +47.8k |
| Robeco Institutional Asset Management B.V. 0.47% of their portfolio | 133.5k $219.3m | Reduced -15.4k |
| Vontobel Holding Ltd. 0.70% of their portfolio | 131.2k $215.6m | Added +36.5k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 126.2k $207.3m | Reduced -7.9k |
| BARCLAYS PLC 0.09% of their portfolio | 117.4k $192.9m | Reduced -10.9k |
| Aberdeen Group plc 0.37% of their portfolio | 116.7k $191.8m | Reduced -24.3k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 116.0k $190.7m | Added +40.2k |
| MACQUARIE GROUP LTD 0.21% of their portfolio | 113.5k $186.5m | Added +8.1k |
| Amova Asset Management Americas, Inc. 2.12% of their portfolio | 111.9k $183.8m | Reduced -6.3k |
| National Pension Service 0.20% of their portfolio | 108.1k $177.7m | Added +3.0k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 105.1k $172.8m | Reduced -26.4k |
| UBS Group AG 0.05% of their portfolio | 104.0k $170.9m | Reduced -845 |
| Mitsubishi UFJ Trust & Banking Corp 0.39% of their portfolio | 99.8k $164.0m | Added +4.5k |
| LOOMIS SAYLES & CO L P 0.22% of their portfolio | 96.6k $158.8m | Reduced -1.7k |
| Clearbridge Investments, LLC 0.13% of their portfolio | 96.6k $158.7m | Reduced -68.9k |
| Northcape Capital Pty Ltd 23.30% of their portfolio | 95.4k $156.8m | Added +10.9k |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 26.30% of their portfolio | 90.0k $147.9m | Reduced -11.0k |
| CIBC Private Wealth Group LLC 0.28% of their portfolio | 88.6k $149.2m | Added +1.4k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 88.4k $145.2m | Added +13.5k |
| Whale Rock Capital Management LLC 2.06% of their portfolio | 88.3k $145.2m | Added +7.5k |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 20.29% of their portfolio | 88.1k $144.8m | Reduced -29.8k |
| Dorsal Capital Management, LP 4.95% of their portfolio | 87.5k $143.8m | Added +17.5k |
| AXA S.A. 0.21% of their portfolio | 84.6k $139.1m | Added +48.7k |
| California Public Employees Retirement System 0.10% of their portfolio | 83.2k $136.7m | Added +1.7k |
| CITIGROUP INC 0.13% of their portfolio | 82.9k $136.2m | Added +14.3k |
| AMF Tjanstepension AB 1.01% of their portfolio | 82.5k $135.6m | Added +56.1k |
| Caisse de depot et placement du Quebec 0.33% of their portfolio | 82.0k $134.7m | Added +1.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.31% of their portfolio | 79.8k $131.2m | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.14% of their portfolio | 76.1k $125.1m | Added +6.6k |
| APG Asset Management N.V. 0.21% of their portfolio | 76.0k $116.6m | Reduced -2.6k |
| TWO SIGMA ADVISERS, LP 0.28% of their portfolio | 75.6k $124.2m | Added +63.8k |
| AVIVA PLC 0.34% of their portfolio | 74.1k $121.8m | Added +13.7k |
| MANNING & NAPIER ADVISORS LLC 1.37% of their portfolio | 73.7k $121.1m | First filing |
| AGF MANAGEMENT LTD 0.66% of their portfolio | 72.0k $118.2m | Added +37 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.14% of their portfolio | 71.8k $118.1m | Added +3.5k |
| Russell Investments Group, Ltd. 0.19% of their portfolio | 70.5k $116.0m | Reduced -6.5k |
| Alphinity Investment Management Pty Ltd 0.84% of their portfolio | 69.4k $114.0m | Reduced -139.6k |
| TWO SIGMA INVESTMENTS, LP 0.27% of their portfolio | 69.0k $113.4m | Added +35.0k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.47% of their portfolio | 68.9k $113.3m | Added +10.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.27% of their portfolio | 67.2k $110.4m | Reduced -2.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 66.7k $109.6m | Reduced -2.2k |
| Allianz Asset Management GmbH 0.18% of their portfolio | 65.9k $108.3m | Reduced -10.7k |