Dimensional Fund discloses 5.3% Innospec stake (IOSP)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Dimensional Fund Advisors LP reports beneficial ownership of 1,305,038 shares of Innospec Inc. common stock, representing 5.3% of the class as of June 30, 2026. It reports sole voting power over 1,279,717 shares and sole dispositive power over 1,305,038 shares, with no shared voting or dispositive power.
The shares are held by investment companies and other funds for which Dimensional or its subsidiaries act as adviser or manager. Dimensional may be deemed a beneficial owner due to its voting and investment authority but disclaims beneficial ownership, and no individual fund’s interest exceeds 5% of Innospec’s common stock.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 1,305,038 shares
Percent of class: 5.3%
Sole voting power: 1,279,717 shares
+3 more
6 metrics
Beneficially owned shares
1,305,038 shares
Innospec Inc. common stock reported by Dimensional Fund Advisors LP
Percent of class
5.3%
Reported percentage of Innospec Inc. common stock class
Sole voting power
1,279,717 shares
Innospec shares for which Dimensional has sole power to vote or direct the vote
Sole dispositive power
1,305,038 shares
Innospec shares for which Dimensional has sole power to dispose or direct disposition
Shared voting power
0 shares
Innospec shares with shared voting power reported by Dimensional
Signature date
07/14/2026
Date signed by Dimensional’s Global Chief Compliance Officer
Key Terms
beneficial owner, sole power to vote or to direct the vote, dispositive power, Investment Advisors Act of 1940, +1 more
5 terms
beneficial owner financial
"may be deemed to be the beneficial owner of the shares of the Issuer"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole power to vote or to direct the vote financial
"Number of shares as to which the person has sole power to vote"
dispositive power financial
"sole power to dispose or to direct the disposition of"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Investment Advisors Act of 1940 regulatory
"an investment adviser registered under Section 203 of the Investment Advisors Act of 1940"
Section 13(d) of the Securities Exchange Act of 1934 regulatory
"for any other purposes than Section 13(d) of the Securities Exchange Act of 1934"
Section 13(d) of the Securities Exchange Act of 1934 is a U.S. rule that requires anyone who buys more than 5% of a public company’s shares to publicly disclose who they are, how many shares they own, and their intentions toward the company. For investors, this is like a neighborhood alert when someone acquires a large stake in a building: it reveals potential changes in control or strategy that could affect the stock’s price, governance, or future direction.
FAQ
What percentage of Innospec (IOSP) does Dimensional Fund Advisors report owning?
Dimensional Fund Advisors LP reports beneficial ownership of 5.3% of Innospec Inc. common stock. This percentage reflects 1,305,038 shares over which it has voting and/or investment power through funds it advises, as of June 30, 2026.
Does any single Dimensional-managed fund hold over 5% of Innospec (IOSP)?
According to Dimensional, the interest of any one fund in Innospec Inc. does not exceed 5% of the common stock. The reported 5.3% stake represents the aggregate position across multiple funds and accounts for which Dimensional acts as adviser or manager.
What is Dimensional Fund Advisors’ legal status in this Innospec (IOSP) holding?
Dimensional Fund Advisors LP, a Delaware limited partnership and registered investment adviser, may be deemed a beneficial owner of Innospec shares under Section 13(d). However, it disclaims beneficial ownership, emphasizing that all securities are owned by its client funds.