SCHEDULE: Dimensional Fund Advisors Discloses 4.7% Stake in Horizon Bancorp
Institutional Ownership Disclosure
Dimensional Fund Advisors LP has filed an amended Schedule 13G, reporting a 4.7% beneficial ownership stake in Horizon Bancorp Inc/IN as of December 31, 2025.
Summary
- Dimensional Fund Advisors LP (DFA) reported beneficial ownership of 2,407,042 shares of Horizon Bancorp Inc/IN common stock.
- This ownership represents 4.7% of the total class of securities.
- DFA holds sole voting power over 2,362,187 shares and sole dispositive power over 2,407,042 shares.
- DFA, acting as an investment adviser, disclaims beneficial ownership, stating that the securities are owned by various funds it advises.
- The filing is an Amendment No. 1 to a Schedule 13G, indicating an update to a previously reported passive institutional stake.
Sentiment
Score: 5
Explanation: Neutral. This is a routine disclosure of institutional ownership and does not contain performance or forward-looking statements that would indicate positive or negative sentiment.
Positives
- A significant institutional investor, Dimensional Fund Advisors, maintains a substantial stake in Horizon Bancorp, which can be viewed as a vote of confidence or a strategic allocation within their advised funds.
Negatives
- No specific negative information regarding Horizon Bancorp's performance or outlook is disclosed in this routine ownership filing.
Risks
- No specific risks related to Horizon Bancorp's operations, financial health, or strategic direction are mentioned in this institutional ownership disclosure.
Future Outlook
NA
Industry Context
This filing is a routine disclosure of institutional ownership by an investment adviser, reflecting a passive investment in Horizon Bancorp. It does not provide specific insights into broader industry trends or competitive positioning beyond the fact that a major asset manager holds a stake in a regional bank.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant institutional holdings, which can be a factor in assessing stock stability and institutional interest.
- Management: Awareness of a significant passive institutional investor in the company's stock.
Key Dates
| Date | Description |
|---|---|
| 12/31/2025 | Date of event which requires filing of this statement |
| 01/21/2026 | Filing date of the Schedule 13G Amendment No. 1 |
Keywords
Horizon Bancorp, Dimensional Fund Advisors, Schedule 13G, Institutional Ownership, Common Stock, Investment Adviser, Bank Stock, Financial Services
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