SCHEDULE: Dimensional Fund Advisors Reports 4.9% Stake in Popular Inc
Beneficial Ownership Report
Dimensional Fund Advisors LP has reported a 4.9% beneficial ownership stake in Popular Inc's common stock as of September 30, 2025.
Summary
- Dimensional Fund Advisors LP, an investment adviser, reported beneficial ownership of 3,279,136 shares of Popular Inc's Common Stock.
- This stake represents 4.9% of the class of securities.
- The filing date for this event was September 30, 2025.
- Dimensional Fund Advisors LP holds sole voting power over 3,233,223 shares and sole dispositive power over 3,279,136 shares.
- The securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Popular Inc.
Sentiment
Score: 5
Explanation: Neutral, as this is a routine disclosure of an institutional ownership stake, not an operational or financial performance report.
Future Outlook
This filing does not contain any forward-looking statements or guidance regarding Popular Inc's business or financial performance.
Management Comments
- Dimensional Fund Advisors LP certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of or with the effect of changing or influencing the control of Popular Inc.
Industry Context
This filing represents a routine disclosure by a large institutional investment adviser, Dimensional Fund Advisors LP, regarding its passive ownership stake in Popular Inc, a financial services company. Such disclosures are common for investment firms managing diversified portfolios on behalf of their clients.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional holder's passive stake in the company.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which requires filing of this statement (beneficial ownership calculation date). |
| 10/09/2025 | Signature date of the Schedule 13G filing by Dimensional Fund Advisors LP. |
Keywords
Popular Inc, Dimensional Fund Advisors, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Financial Services, Banking
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