Dimensional Fund Advisors reports 4.9% Kohl's (NYSE: KSS) ownership stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Dimensional Fund Advisors LP has filed an amended Schedule 13G reporting beneficial ownership of 5,576,517 shares of Kohl's Corp common stock, representing 4.9% of the class. The firm reports sole voting power over 5,465,395 shares and sole dispositive power over 5,576,517 shares, with no shared voting or dispositive power.
The shares are owned by investment funds and accounts for which Dimensional acts as investment adviser or sub-adviser. Dimensional may be deemed a beneficial owner for Section 13(d) purposes but expressly disclaims beneficial ownership, and notes that no single underlying fund holds more than 5% of Kohl's common stock.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 5,576,517 shares
Percent of class: 4.9%
Sole voting power: 5,465,395 shares
+3 more
6 metrics
Beneficially owned shares
5,576,517 shares
Common stock of Kohl's Corp reported as beneficially owned by Dimensional Fund Advisors LP
Percent of class
4.9%
Percentage of Kohl's common stock class represented by Dimensional's reported beneficial ownership
Sole voting power
5,465,395 shares
Shares of Kohl's common stock over which Dimensional has sole power to vote
Shared voting power
0 shares
Shares of Kohl's common stock over which Dimensional has shared power to vote
Sole dispositive power
5,576,517 shares
Shares of Kohl's common stock over which Dimensional has sole power to dispose
Shared dispositive power
0 shares
Shares of Kohl's common stock over which Dimensional has shared power to dispose
Key Terms
beneficial owner, dispositive power, Investment Company Act of 1940, Section 13(d) of the Securities Exchange Act of 1934, +1 more
5 terms
beneficial owner regulatory
"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.
dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 5,576,517"
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 Company Act of 1940 regulatory
"furnishes investment advice to four investment companies registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
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.
investment adviser financial
"an investment adviser registered under Section 203 of the Investment Advisors Act of 1940"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
FAQ
What stake in Kohl's Corp (KSS) does Dimensional Fund Advisors report?
Dimensional Fund Advisors reports beneficial ownership of 5,576,517 shares of Kohl's Corp common stock, equal to 4.9% of the class. This position is disclosed on a Schedule 13G/A as an institutional ownership stake below the 5% threshold.
How much voting power does Dimensional Fund Advisors have in Kohl's (KSS)?
Dimensional reports sole voting power over 5,465,395 shares of Kohl's common stock and no shared voting power. It also reports sole dispositive power over 5,576,517 shares, meaning it can determine how those shares are disposed, with no shared dispositive authority.
What class of Kohl's (KSS) securities is covered and what is the CUSIP?
The position relates to Kohl's Corp common stock, identified by CUSIP 500255104. The Schedule 13G/A specifies this class of securities and the associated CUSIP, tying Dimensional's reported ownership and voting/dispositive powers to that particular security.
When was the Dimensional Fund Advisors Kohl's (KSS) ownership report signed and by whom?
The Schedule 13G/A was signed on July 14, 2026 by Selwyn Notelovitz, who is identified as Global Chief Compliance Officer. The signature certifies the accuracy of Dimensional's ownership and authority disclosures for Kohl's common stock.