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 ($403.2m this quarter). Holder counts are more reliable. Shares outstanding: 50.7m as of 2024-11-06, 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 ≈ $2039.90. Options: 44 managers hold calls ($2.4bn notional), 46 hold puts ($3.3bn).
Trends to Q3 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 |
| Q3 2024 | 1,306 |
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 |
| Q3 2024 | 633 | 537 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $2.3bn | $2.6bn | 1.15 |
| Q1 2024 | $1.5bn | $2.3bn | 1.61 |
| Q2 2024 | $1.8bn | $2.4bn | 1.28 |
| Q3 2024 | $2.4bn | $3.3bn | 1.38 |
Biggest buyers
| GQG Partners LLC | Added | +254.2k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Added | +248.2k |
| Winslow Capital Management, LLC | New | +206.7k |
| Capital World Investors | Added | +158.4k |
| FMR LLC | Added | +137.6k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +120.9k |
| Swedbank AB | Added | +73.3k |
| D. E. Shaw & Co., Inc. | Added | +71.9k |
| JENNISON ASSOCIATES LLC | Added | +70.2k |
| ALLIANCEBERNSTEIN L.P. | Added | +69.3k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -269.3k |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -216.5k |
| Strategic Financial Concepts, LLC | Reduced | -177.2k |
| BAILLIE GIFFORD & CO | Reduced | -157.1k |
| MORGAN STANLEY | Reduced | -147.5k |
| Capital Research Global Investors | Reduced | -94.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -92.6k |
| LORD, ABBETT & CO. LLC | Reduced | -87.7k |
| Dorsal Capital Management, LP | Sold out | -87.5k |
| APG Asset Management N.V. | Reduced | -70.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $575.0m280.2k shares |
| CITADEL ADVISORS LLC | Reduced | $391.5m190.8k shares |
| JANE STREET GROUP, LLC | Added | $187.5m91.4k shares |
| D. E. Shaw & Co., Inc. | Added | $133.4m65.0k shares |
| WOLVERINE TRADING, LLC | Added | $118.1m57.2k shares |
| CTC LLC | Added | $108.1m527 shares |
| IMC-Chicago, LLC | Reduced | $107.7m52.5k shares |
| Walleye Trading LLC | Added | $106.5m51.9k shares |
| JPMORGAN CHASE & CO | Added | $94.0m45.8k shares |
| SIMPLEX TRADING, LLC | Added | $71.0m34.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $685.1m333.9k shares |
| CITADEL ADVISORS LLC | Added | $503.8m245.5k shares |
| JPMORGAN CHASE & CO | Added | $315.2m153.6k shares |
| IMC-Chicago, LLC | Reduced | $209.3m102.0k shares |
| JANE STREET GROUP, LLC | Added | $193.1m94.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $184.5m89.9k shares |
| CTC LLC | Added | $168.3m820 shares |
| PEAK6 Investments LLC | Added | $124.3m60.6k shares |
| WOLVERINE TRADING, LLC | Added | $115.8m56.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $114.9m56.0k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 7.20% of their portfolio | 4.7m $9.6bn | Reduced -157.1k |
| JPMORGAN CHASE & CO 0.28% of their portfolio | 3.4m $6.9bn | Reduced -269.3k |
| Capital Research Global Investors 0.95% of their portfolio | 2.2m $4.6bn | Reduced -94.5k |
| JENNISON ASSOCIATES LLC 2.39% of their portfolio | 1.9m $3.8bn | Added +70.2k |
| MORGAN STANLEY 0.28% of their portfolio | 1.9m $3.8bn | Reduced -147.5k |
| Capital World Investors 0.40% of their portfolio | 1.3m $2.6bn | Added +158.4k |
| Capital International Investors 0.48% of their portfolio | 1.2m $2.5bn | Added +32.1k |
| BlackRock, Inc. 0.05% of their portfolio | 1.2m $2.4bn | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.23% of their portfolio | 988.8k $2.0bn | Reduced -70.0k |
| FMR LLC 0.11% of their portfolio | 879.0k $1.8bn | Added +137.6k |
| SANDS CAPITAL MANAGEMENT, LLC 4.71% of their portfolio | 755.6k $1.6bn | Reduced -26.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.95% of their portfolio | 543.2k $1.1bn | Reduced -16.5k |
| GQG Partners LLC 1.74% of their portfolio | 541.0k $1.1bn | Added +254.2k |
| WCM INVESTMENT MANAGEMENT, LLC 2.50% of their portfolio | 533.9k $1.1bn | Reduced -216.5k |
| Invesco Ltd. 0.19% of their portfolio | 480.1k $985.2m | Added +62.0k |
| GENERATION INVESTMENT MANAGEMENT LLP 4.60% of their portfolio | 479.8k $984.4m | Reduced -20.2k |
| GOLDMAN SACHS GROUP INC 0.18% of their portfolio | 459.9k $943.7m | Added +25.3k |
| JANUS HENDERSON GROUP PLC 0.44% of their portfolio | 416.2k $853.9m | Reduced -11.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.85% of their portfolio | 404.9k $830.8m | Reduced -9.0k |
| STATE STREET CORP 0.03% of their portfolio | 404.6k $830.2m | Added +12.0k |
| FRANKLIN RESOURCES INC 0.23% of their portfolio | 400.1k $832.3m | Reduced -30.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% of their portfolio | 396.3k $813.3m | Reduced -92.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.13% of their portfolio | 349.7k $717.5m | Added +120.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.67% of their portfolio | 329.0k $675.0m | Added +8.2k |
| AMERIPRISE FINANCIAL INC 0.15% of their portfolio | 289.8k $595.7m | Reduced -48.8k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 288.6k $592.2m | Added +29.1k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.56% of their portfolio | 262.4k $538.3m | Added +31.7k |
| Legal & General Group Plc 0.13% of their portfolio | 248.5k $510.0m | Reduced -721 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 248.3k $121 | Added +248.2k |
| AXIOM INVESTORS LLC /DE 4.27% of their portfolio | 236.9k $486.1m | Reduced -26.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD 1.20% of their portfolio | 236.7k $485.6m | Reduced -40.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.33% of their portfolio | 231.9k $475.8m | Added +7.3k |
| BESSEMER GROUP INC 0.76% of their portfolio | 224.0k $459.7m | Added +1.1k |
| Winslow Capital Management, LLC 1.52% of their portfolio | 206.7k $424.0m | New |
| VANGUARD GROUP INC 0.01% of their portfolio | 202.7k $416.0m | Added +10.6k |
| Foxhaven Asset Management, LP 11.22% of their portfolio | 195.2k $400.6m | Reduced -30.0k |
| Harding Loevner LP 2.29% of their portfolio | 193.2k $396.4m | Reduced -19.4k |
| ALKEON CAPITAL MANAGEMENT LLC 2.14% of their portfolio | 190.6k $391.2m | Reduced -20.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.37% of their portfolio | 189.3k $388.4m | Reduced -69.2k |
| ROYAL BANK OF CANADA 0.08% of their portfolio | 177.0k $363.3m | Reduced -2.9k |
| NORGES BANK 0.05% of their portfolio | 168.6k $346.0m | Reduced -725 |
| SEI INVESTMENTS CO 0.45% of their portfolio | 167.6k $344.0m | Added +26.0k |
| Fisher Asset Management, LLC 0.14% of their portfolio | 166.4k $341.4m | Added +13.8k |
| Hardman Johnston Global Advisors LLC 13.34% of their portfolio | 165.8k $340.3m | Reduced -6.4k |
| Allspring Global Investments Holdings, LLC 0.52% of their portfolio | 164.7k $337.9m | Reduced -8.7k |
| DEUTSCHE BANK AG\ 0.14% of their portfolio | 163.0k $334.5m | Added +12.7k |
| Perpetual Ltd 3.56% of their portfolio | 160.1k $328.6m | Reduced -8.9k |
| FIL Ltd 0.29% of their portfolio | 156.5k $321.2m | Added +975 |
| Pictet Asset Management Holding SA 0.35% of their portfolio | 153.0k $314.0m | Reduced -12.0k |
| WASATCH ADVISORS LP 1.49% of their portfolio | 148.0k $303.6m | Reduced -8.8k |
| Artisan Partners Limited Partnership 0.45% of their portfolio | 147.2k $302.0m | Reduced -36.0k |
| Sustainable Growth Advisers, LP 1.24% of their portfolio | 142.1k $291.5m | Reduced -16.8k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 137.4k $282.0m | Reduced -13.2k |
| Swiss National Bank 0.18% of their portfolio | 135.4k $277.8m | Added +300 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 5.68% of their portfolio | 132.0k $270.8m | Reduced -9.0k |
| AMERICAN CENTURY COMPANIES INC 0.15% of their portfolio | 126.8k $260.2m | Added +10.8k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 122.3k $251.1m | Reduced -3.8k |
| National Pension Service 0.24% of their portfolio | 120.6k $247.5m | Added +12.5k |
| MACQUARIE GROUP LTD 0.27% of their portfolio | 120.2k $246.6m | Added +6.7k |
| Amova Asset Management Americas, Inc. 2.70% of their portfolio | 116.5k $238.7m | Added +4.6k |
| CIBC Private Wealth Group LLC 0.43% of their portfolio | 115.8k $237.7m | Added +27.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.27% of their portfolio | 114.5k $233.6m | Reduced -27.4k |
| Robeco Institutional Asset Management B.V. 0.46% of their portfolio | 111.9k $229.6m | Reduced -21.6k |
| Polar Capital Holdings Plc 1.28% of their portfolio | 111.2k $228.1m | Added +58.2k |
| Amundi 0.08% of their portfolio | 110.6k $222.7m | Reduced -55.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.82% of their portfolio | 110.5k $226.7m | Added +56.0k |
| BARCLAYS PLC 0.10% of their portfolio | 108.8k $223.2m | Reduced -8.6k |
| LORD, ABBETT & CO. LLC 0.70% of their portfolio | 107.5k $220.6m | Reduced -87.7k |
| TWO SIGMA INVESTMENTS, LP 0.49% of their portfolio | 105.9k $217.3m | Added +36.9k |
| UBS Group AG 0.06% of their portfolio | 104.2k $213.8m | Added +186 |
| Mitsubishi UFJ Trust & Banking Corp 0.46% of their portfolio | 98.8k $202.8m | Reduced -969 |
| D. E. Shaw & Co., Inc. 0.26% of their portfolio | 98.0k $201.2m | Added +71.9k |
| ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio | 97.4k $199.8m | Added +69.3k |
| Swedbank AB 0.25% of their portfolio | 94.1k $193.1m | Added +73.3k |
| WELLS FARGO & COMPANY/MN 0.05% of their portfolio | 93.5k $191.9m | Added +5.2k |
| Aberdeen Group plc 0.35% of their portfolio | 93.3k $191.2m | Reduced -23.4k |
| TWO SIGMA ADVISERS, LP 0.44% of their portfolio | 91.7k $188.2m | Added +16.1k |
| Whale Rock Capital Management LLC 2.63% of their portfolio | 91.4k $187.5m | Added +3.0k |
| Carmignac Gestion 3.13% of their portfolio | 91.3k $187.4m | Added +36.3k |
| Assenagon Asset Management S.A. 0.38% of their portfolio | 90.3k $185.4m | Reduced -44.1k |
| FRED ALGER MANAGEMENT, LLC 0.90% of their portfolio | 90.0k $184.7m | Reduced -51.6k |
| Vontobel Holding Ltd. 0.59% of their portfolio | 89.7k $184.0m | Reduced -41.5k |
| LOOMIS SAYLES & CO L P 0.24% of their portfolio | 89.2k $183.1m | Reduced -7.4k |
| Clearbridge Investments, LLC 0.14% of their portfolio | 88.1k $180.7m | Reduced -8.5k |
| Northcape Capital Pty Ltd 25.74% of their portfolio | 84.7k $173.8m | Reduced -10.7k |
| California Public Employees Retirement System 0.12% of their portfolio | 83.9k $172.1m | Added +684 |
| CITIGROUP INC 0.16% of their portfolio | 83.5k $171.3m | Added +578 |
| Caisse de depot et placement du Quebec 0.34% of their portfolio | 83.1k $170.5m | Added +1.1k |
| AMF Tjanstepension AB 1.20% of their portfolio | 81.5k $167.2m | Reduced -1.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.16% of their portfolio | 80.6k $165.4m | Added +4.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.36% of their portfolio | 78.9k $161.9m | Reduced -909 |
| AGF MANAGEMENT LTD 0.77% of their portfolio | 74.4k $152.7m | Added +2.5k |
| Alphinity Investment Management Pty Ltd 0.90% of their portfolio | 74.1k $152.0m | Added +4.7k |
| AVIVA PLC 0.39% of their portfolio | 74.1k $152.0m | Reduced -35 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.17% of their portfolio | 72.5k $148.8m | Added +655 |
| Russell Investments Group, Ltd. 0.21% of their portfolio | 69.0k $141.6m | Reduced -1.6k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.56% of their portfolio | 68.9k $141.5m | Added +1 |
| 1832 Asset Management L.P. 0.24% of their portfolio | 68.7k $140.9m | Added +8.2k |
| MANNING & NAPIER ADVISORS LLC 1.54% of their portfolio | 68.0k $139.6m | Reduced -5.7k |
| Allianz Asset Management GmbH 0.21% of their portfolio | 66.8k $137.1m | Added +908 |