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Dimensional Discloses 4.9% Passive Stake in Popular Inc (BPOP)

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Dimensional Fund Advisors LP reports beneficial ownership of 3,279,136 shares of Popular Inc common stock, representing 4.9% of the class as of 09/30/2025. The filing clarifies these shares are owned by client investment vehicles (the "Funds") for which Dimensional acts as investment adviser, manager, or sub‑advisor; Dimensional disclaims direct beneficial ownership. Of the reported holdings, Dimensional states 3,233,223 shares carry sole voting power while 3,279,136 shares carry sole dispositive power. The filing is made on Schedule 13G under the passive/investment adviser reporting framework and confirms the position is held in the ordinary course of business and not to influence control of the issuer.

Positive

  • Aggregate stake of 3,279,136 shares is disclosed, providing transparency into institutional ownership
  • Position reported as passive under Schedule 13G, indicating no stated intent to influence control
  • Clear voting/dispositive breakdown with 3,233,223 shares showing sole voting power

Negative

  • None.

Insights

Dimensional holds a meaningful sub‑5% passive stake via client funds.

Dimensional reports an aggregate position of 3,279,136 shares, equal to 4.9% of Popular Inc, held on behalf of managed funds and accounts. The filing follows the Schedule 13G format used by advisers reporting passive holdings rather than an active control intent.

The economics and voting power are stated as controlled for client accounts with 3,233,223 shares shown as sole voting power; this implies a concentrated advisory exposure without direct pro‑rata ownership by Dimensional itself. Investors may note the position is below the 5% threshold that often changes disclosure and filing behaviors and has a near‑term reporting timestamp of 09/30/2025.

Statement emphasizes disclaimer of beneficial ownership and ordinary‑course acquisition.

The filing includes a standard advisory note that all securities are owned by the Funds and that Dimensional disclaims direct beneficial ownership for purposes other than Section 13(d). It also certifies the securities were acquired and are held in the ordinary course of business, not to influence issuer control.

From a regulatory perspective, this classification (Schedule 13G, reporting as an investment adviser) and the certification language reduce the likelihood of additional control‑related disclosure obligations unless the stake rises above 5% or circumstances change; monitor any subsequent amendments or Schedule 13D filings if ownership increases.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Dimensional Fund Advisors LP
Signature:Selwyn Notelovitz
Name/Title:Global Chief Compliance Officer
Date:10/09/2025

FAQ

What stake does Dimensional Fund Advisors LP report in Popular Inc (BPOP)?

Dimensional reports beneficial ownership of 3,279,136 shares, representing 4.9% of Popular Inc common stock as of 09/30/2025.

Does Dimensional claim direct beneficial ownership of the shares in BPOP?

No. The filing states the shares are owned by client Funds and Dimensional disclaims beneficial ownership for purposes other than Section 13(d).

How much voting power does Dimensional report for BPOP shares?

Dimensional reports 3,233,223 shares with sole voting power and 0 shares with shared voting power.

Is this filing a Schedule 13G or 13D and what does that mean?

This is a Schedule 13G filed under the investment adviser reporting framework, indicating a passive reporting posture rather than an active control intent.

Could this ownership trigger further disclosure or control concerns?

At 4.9% the position is below the 5% threshold that typically triggers more detailed disclosure; a move above 5% or a change in intent could require an amended filing.
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