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 ($423.5m this quarter). Holder counts are more reliable. Shares outstanding: 50.7m as of 2025-10-29, 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 ≈ $2337.03. Options: 40 managers hold calls ($3.0bn notional), 46 hold puts ($3.9bn).
Trends to Q3 2025
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 |
| Q4 2024 | 1,318 |
| Q1 2025 | 1,406 |
| Q2 2025 | 1,526 |
| Q3 2025 | 1,496 |
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 2023 | 553 | 427 |
| Q1 2024 | 590 | 501 |
| Q2 2024 | 576 | 528 |
| Q3 2024 | 633 | 537 |
| Q4 2024 | 625 | 576 |
| Q1 2025 | 752 | 505 |
| Q2 2025 | 766 | 601 |
| Q3 2025 | 735 | 595 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $2.1bn | $3.0bn | 1.44 |
| Q1 2025 | $1.9bn | $2.4bn | 1.24 |
| Q2 2025 | $2.9bn | $3.5bn | 1.24 |
| Q3 2025 | $3.0bn | $3.9bn | 1.29 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +1.6m |
| FLOSSBACH VON STORCH SE | Added | +171.4k |
| D1 Capital Partners L.P. | New | +128.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +109.2k |
| Dragoneer Investment Group, LLC | New | +103.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +99.8k |
| FRANKLIN RESOURCES INC | Added | +93.9k |
| Winslow Capital Management, LLC | New | +84.5k |
| AMF Tjanstepension AB | Added | +82.9k |
| Capital Research Global Investors | Added | +59.8k |
Biggest sellers
| BAILLIE GIFFORD & CO | Reduced | -188.2k |
| ROYAL BANK OF CANADA | Reduced | -149.7k |
| JENNISON ASSOCIATES LLC | Reduced | -149.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -148.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -143.3k |
| GQG Partners LLC | Reduced | -112.0k |
| FMR LLC | Reduced | -96.9k |
| Assenagon Asset Management S.A. | Reduced | -94.5k |
| MARSHALL WACE, LLP | Reduced | -90.8k |
| JANE STREET GROUP, LLC | Reduced | -79.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $985.7m421.8k shares |
| CITADEL ADVISORS LLC | Added | $506.4m216.7k shares |
| WOLVERINE TRADING, LLC | Added | $286.7m114.6k shares |
| IMC-Chicago, LLC | Added | $233.7m100.0k shares |
| D. E. Shaw & Co., Inc. | Added | $159.6m68.3k shares |
| JANE STREET GROUP, LLC | Added | $142.6m61.0k shares |
| NWI MANAGEMENT LP | Added | $115.9m49.6k shares |
| Walleye Trading LLC | Added | $111.9m47.9k shares |
| CTC LLC | Reduced | $80.6m345 shares |
| UBS Group AG | Reduced | $78.1m33.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.6bn704.2k shares |
| CITADEL ADVISORS LLC | Added | $474.6m203.1k shares |
| IMC-Chicago, LLC | Added | $308.0m131.8k shares |
| JANE STREET GROUP, LLC | Added | $198.2m84.8k shares |
| WOLVERINE TRADING, LLC | Added | $180.6m72.2k shares |
| JPMORGAN CHASE & CO | Added | $169.2m72.4k shares |
| CTC LLC | Reduced | $139.5m597 shares |
| D. E. Shaw & Co., Inc. | Added | $115.9m49.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $96.0m41.1k shares |
| GOLDMAN SACHS GROUP INC | Added | $93.2m39.9k 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 2025
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 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $99.2k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.26% of their portfolio | 3.6m $8.3bn | Added +1.6m |
| BAILLIE GIFFORD & CO 5.74% of their portfolio | 3.3m $7.8bn | Reduced -188.2k |
| MORGAN STANLEY 0.28% of their portfolio | 2.0m $4.6bn | Added +5.3k |
| Capital Research Global Investors 0.80% of their portfolio | 1.8m $4.2bn | Added +59.8k |
| Capital World Investors 0.56% of their portfolio | 1.7m $4.1bn | Added +22.7k |
| Capital International Investors 0.61% of their portfolio | 1.6m $3.8bn | Reduced -25.1k |
| BlackRock, Inc. 0.06% of their portfolio | 1.5m $3.5bn | Added +57.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.36% of their portfolio | 1.4m $3.4bn | Added +99.8k |
| FMR LLC 0.17% of their portfolio | 1.4m $3.3bn | Reduced -96.9k |
| JENNISON ASSOCIATES LLC 1.48% of their portfolio | 1.1m $2.5bn | Reduced -149.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 1.12% of their portfolio | 572.7k $1.4bn | Added +50.9k |
| SANDS CAPITAL MANAGEMENT, LLC 3.29% of their portfolio | 509.8k $1.2bn | Reduced -3.7k |
| WCM INVESTMENT MANAGEMENT, LLC 2.59% of their portfolio | 497.5k $1.2bn | Added +1.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.20% of their portfolio | 493.8k $1.2bn | Added +109.2k |
| Invesco Ltd. 0.18% of their portfolio | 489.8k $1.1bn | Added +39.3k |
| JANUS HENDERSON GROUP PLC 0.51% of their portfolio | 477.8k $1.1bn | Added +7.3k |
| GOLDMAN SACHS GROUP INC 0.16% of their portfolio | 472.5k $1.1bn | Added +43.5k |
| GENERATION INVESTMENT MANAGEMENT LLP 6.93% of their portfolio | 447.5k $1.0bn | Reduced -12.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% of their portfolio | 446.9k $1.0bn | Reduced -143.3k |
| FRANKLIN RESOURCES INC 0.24% of their portfolio | 418.0k $976.8m | Added +93.9k |
| STATE STREET CORP 0.03% of their portfolio | 413.4k $966.1m | Added +14.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.55% of their portfolio | 372.8k $871.1m | Reduced -148.3k |
| GQG Partners LLC 1.19% of their portfolio | 332.3k $776.6m | Reduced -112.0k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 309.1k $722.4m | Reduced -12.1k |
| AMERIPRISE FINANCIAL INC 0.16% of their portfolio | 294.2k $687.2m | Added +23.0k |
| Artisan Partners Limited Partnership 0.82% of their portfolio | 242.9k $567.6m | Added +32.3k |
| ALKEON CAPITAL MANAGEMENT LLC 2.54% of their portfolio | 240.5k $562.0m | Unchanged |
| Legal & General Group Plc 0.13% of their portfolio | 239.7k $560.1m | Added +12.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 1.16% of their portfolio | 230.5k $538.6m | Added +26.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.39% of their portfolio | 229.8k $537.0m | Reduced -8.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 216.9k $506.8m | Added +3.7k |
| Harding Loevner LP 3.66% of their portfolio | 213.3k $498.6m | Reduced -10.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.29% of their portfolio | 212.5k $496.7m | Reduced -8.1k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.44% of their portfolio | 208.8k $488.0m | Reduced -46.3k |
| ROYAL BANK OF CANADA 0.09% of their portfolio | 205.7k $480.6m | Reduced -149.7k |
| Foxhaven Asset Management, LP 11.69% of their portfolio | 200.0k $467.4m | Reduced -6.1k |
| BARCLAYS PLC 0.17% of their portfolio | 198.5k $463.9m | Reduced -4.0k |
| FLOSSBACH VON STORCH SE 1.67% of their portfolio | 181.7k $424.7m | Added +171.4k |
| AMF Tjanstepension AB 1.67% of their portfolio | 178.5k $417.0m | Added +82.9k |
| Durable Capital Partners LP 3.04% of their portfolio | 175.4k $410.0m | Added +27.5k |
| DEUTSCHE BANK AG\ 0.13% of their portfolio | 171.3k $400.2m | Added +21.3k |
| UBS Group AG 0.08% of their portfolio | 169.9k $397.0m | Reduced -20.4k |
| Amundi 0.11% of their portfolio | 156.0k $336.1m | Reduced -5.3k |
| Clearbridge Investments, LLC 0.26% of their portfolio | 148.2k $346.3m | Added +43.2k |
| Robeco Institutional Asset Management B.V. 0.48% of their portfolio | 143.0k $334.1m | Reduced -10.1k |
| SEI INVESTMENTS CO 0.36% of their portfolio | 142.2k $332.3m | Added +24.3k |
| Pictet Asset Management Holding SA 0.31% of their portfolio | 138.1k $323.1m | Added +6.5k |
| Swedbank AB 0.33% of their portfolio | 137.6k $321.5m | Added +14.6k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 137.3k $320.8m | Added +15.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.52% of their portfolio | 134.4k $314.2m | Added +3.5k |
| Carmignac Gestion 4.63% of their portfolio | 132.7k $310.3m | Reduced -3.7k |
| Swiss National Bank 0.18% of their portfolio | 131.5k $307.3m | Reduced -6.7k |
| WASATCH ADVISORS LP 1.63% of their portfolio | 129.9k $303.6m | Added +3.5k |
| D1 Capital Partners L.P. 3.46% of their portfolio | 128.8k $301.0m | New |
| NORTHERN TRUST CORP 0.04% of their portfolio | 128.1k $299.4m | Reduced -640 |
| National Pension Service 0.23% of their portfolio | 125.1k $292.3m | Added +2.2k |
| AMERICAN CENTURY COMPANIES INC 0.14% of their portfolio | 119.7k $279.8m | Reduced -36.5k |
| MARSHALL WACE, LLP 0.30% of their portfolio | 115.3k $269.4m | Reduced -90.8k |
| Allspring Global Investments Holdings, LLC 0.39% of their portfolio | 111.3k $242.3m | Added +470 |
| MACQUARIE GROUP LTD 0.30% of their portfolio | 108.3k $253.1m | Added +5.2k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 4.83% of their portfolio | 106.2k $248.3m | Reduced -5.2k |
| Allianz Asset Management GmbH 0.30% of their portfolio | 105.5k $246.4m | Reduced -5.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.22% of their portfolio | 104.8k $247.5m | Added +15.4k |
| BESSEMER GROUP INC 0.37% of their portfolio | 104.6k $244.6m | Reduced -38.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.39% of their portfolio | 104.2k $243.5m | Reduced -29.5k |
| Dragoneer Investment Group, LLC 5.33% of their portfolio | 103.4k $241.6m | New |
| LOOMIS SAYLES & CO L P 0.26% of their portfolio | 93.3k $218.2m | Added +6.5k |
| Sustainable Growth Advisers, LP 1.27% of their portfolio | 93.2k $217.7m | Reduced -22.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.48% of their portfolio | 93.0k $217.3m | Added +2.1k |
| Amova Asset Management Americas, Inc. 2.07% of their portfolio | 91.5k $213.8m | Reduced -10.3k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 90.7k $211.8m | Added +10.0k |
| Coronation Fund Managers Ltd. 10.78% of their portfolio | 88.4k $206.7m | Added +34.5k |
| Perpetual Ltd 2.53% of their portfolio | 87.2k $203.7m | Reduced -15.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 86.7k $202.6m | Added +10.8k |
| NWI MANAGEMENT LP 10.18% of their portfolio | 85.4k $199.6m | Unchanged |
| Winslow Capital Management, LLC 0.65% of their portfolio | 84.5k $197.4m | New |
| California Public Employees Retirement System 0.12% of their portfolio | 84.3k $197.1m | Added +1.2k |
| KBC Group NV 0.47% of their portfolio | 83.5k $195.1m | Added +25.9k |
| Russell Investments Group, Ltd. 0.22% of their portfolio | 83.4k $196.0m | Reduced -785 |
| Nuveen, LLC 0.05% of their portfolio | 83.2k $194.5m | Reduced -14.5k |
| TWO SIGMA INVESTMENTS, LP 0.30% of their portfolio | 83.1k $194.3m | Reduced -2.4k |
| CITIGROUP INC 0.13% of their portfolio | 82.6k $193.0m | Added +9.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.28% of their portfolio | 82.6k $192.9m | Added +59.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.15% of their portfolio | 80.9k $189.0m | Reduced -24.5k |
| Northcape Capital Pty Ltd 25.84% of their portfolio | 80.0k $186.9m | Reduced -2.1k |
| Aberdeen Group plc 0.29% of their portfolio | 78.6k $185.9m | Added +12.1k |
| AXIOM INVESTORS LLC /DE 1.34% of their portfolio | 78.0k $182.3m | Reduced -11.2k |
| Hardman Johnston Global Advisors LLC 8.91% of their portfolio | 77.6k $181.3m | Added +7.3k |
| Skandinaviska Enskilda Banken AB (publ) 0.72% of their portfolio | 76.5k $178.6m | Added +26.6k |
| LORD, ABBETT & CO. LLC 0.53% of their portfolio | 76.0k $177.7m | Added +509 |
| Fisher Asset Management, LLC 0.06% of their portfolio | 75.8k $177.2m | Reduced -1.5k |
| Sarasin & Partners LLP 1.79% of their portfolio | 73.0k $182.7m | Reduced -3.3k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 72.2k $168.8m | Reduced -32.1k |
| FIL Ltd 0.13% of their portfolio | 71.6k $167.4m | Reduced -4.1k |
| Polar Capital Holdings Plc 0.80% of their portfolio | 70.6k $165.0m | Reduced -25.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.17% of their portfolio | 70.3k $164.2m | Added +632 |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 70.0k $157.2m | Added +4.8k |
| HSBC HOLDINGS PLC 0.09% of their portfolio | 68.8k $160.8m | Added +21.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.11% of their portfolio | 68.6k $160.2m | Reduced -16.8k |
| CIBC Private Wealth Group LLC 0.27% of their portfolio | 68.2k $159.5m | Added +655 |