Ford Motor Company
MX ˙ BMV ˙ US3453708600
SecurityMX:F / Ford Motor Company
InstitutionRoot Financial Partners, LLC
Latest Disclosed Ownership23,112 shares
Latest Disclosed Value $ 266,708
Root Financial Partners, LLC reports 2.19% increase in ownership of F / Ford Motor Company

On April 24, 2026 - Root Financial Partners, LLC filed a 13F-HR form disclosing ownership of 23,112 shares of Ford Motor Company (MX:F) valued at $266,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 22,617 shares of Ford Motor Company. This represents a change in shares of 2.19% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F FORD MTR CO COM Stock 345370860 23,112 495 2.19 267 -10.14 0.0123
2026-02-10 2025-12-31 13F FORD MTR CO COM Stock 345370860 22,617 829 3.80 297 13.85 0.0152
2025-10-29 2025-09-30 13F FORD MTR CO COM Stock 345370860 21,788 1,695 8.44 261 19.27 0.0161
2025-08-11 2025-06-30 13F FORD MTR CO COM Stock 345370860 20,093 2,830 16.39 218 26.01 0.0211
2025-04-25 2025-03-31 13F FORD MTR COM 345370860 17,263 269 1.58 173 2.98 0.0185
2025-01-30 2024-12-31 13F FORD MTR COM 345370860 16,994 1,921 12.74 168 5.66 0.0209
2024-11-01 2024-09-30 13F FORD MTR COM 345370860 15,073 -962 -6.00 159 -20.90 0.0255
2024-08-05 2024-06-30 13F FORD MTR CO DEL COM 345370860 16,035 2,149 15.48 201 9.24 0.0471
2024-04-24 2024-03-31 13F FORD MTR CO DEL COM 345370860 13,886 480 3.58 184 12.88 0.0547
2024-01-30 2023-12-31 13F FORD MTR CO DEL COM 345370860 13,406 13,406 163 0.0614
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.