Popular Inc (BPOP) Ownership

86.58 ↓1.35 (-1.54%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Popular Inc (BPOP), owning a total of 9 million shares. Combined, the top 31 institutional holders of BPOP own 77.88% of the company with a total of 56.3 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders decreased their combined ownership of BPOP by 125 thousand shares. 14 institutions bought 1,081,904 total additional shares and increased their ownership by an average of 6.84%. However 6 institutions sold 1,206,480 total shares and decreased their ownership by an average of 6.53%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Popular decreased by a net total of -124,576 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.441%	-0.246%	8,993,902	-22,214	2023-12-31
T. Rowe Price Associates, Inc.	5.934%	-7.664%	4,289,731	-356,035	2023-12-31
Dimensional Fund Advisors, Inc.	5.684%	0.485%	4,108,821	19,849	2023-12-31
Wellington Management Company LLP	5.280%	6.024%	3,816,736	216,855	2023-12-31
BlackRock Inc	4.750%	2.562%	3,433,715	85,761	2023-12-31
FMR Inc	4.481%	0.037%	3,239,730	1,210	2023-12-31
First Trust Advisors L.P.	4.039%	-8.774%	2,920,206	-280,867	2023-12-31
T. Rowe Price Investment Management,Inc.	3.806%	-3.770%	2,751,741	-107,809	2023-12-31
Polaris Capital Management, LLC	3.057%	-2.398%	2,209,978	-54,300	2023-12-31
State Street Corporation	3.044%	10.577%	2,200,619	210,488	2023-12-31
Hotchkis & Wiley Capital Management LLC	2.732%	-16.322%	1,975,026	-385,255	2023-12-31
Ameriprise Financial Inc	2.218%	1.498%	1,603,702	23,666	2023-12-31
Geode Capital Management, LLC	1.659%	4.387%	1,199,128	50,394	2023-12-31
American Century Companies Inc	1.297%	29.045%	937,822	211,079	2023-12-31
NORGES BANK	1.127%	9.876%	814,928	73,248	2023-12-31
Charles Schwab Investment Management Inc	1.014%	3.005%	733,072	21,386	2023-12-31
Earnest Partners LLC	0.967%	0.810%	699,113	5,620	2023-12-31
LSV Asset Management	0.966%	4.317%	698,400	28,900	2023-12-31
Frontier Capital Management CO Inc	0.892%	12.150%	644,860	69,860	2023-12-31
Principal Financial Group Inc	0.888%	10.996%	641,862	63,588	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.441%	-0.246%	8,993,902	-22,214	2023-12-31
T. Rowe Price Associates, Inc.	5.934%	-7.664%	4,289,731	-356,035	2023-12-31
Dimensional Fund Advisors, Inc.	5.684%	0.485%	4,108,821	19,849	2023-12-31
Wellington Management Company LLP	5.280%	6.024%	3,816,736	216,855	2023-12-31
BlackRock Inc	4.750%	2.562%	3,433,715	85,761	2023-12-31
FMR Inc	4.481%	0.037%	3,239,730	1,210	2023-12-31
First Trust Advisors L.P.	4.039%	-8.774%	2,920,206	-280,867	2023-12-31
T. Rowe Price Investment Management,Inc.	3.806%	-3.770%	2,751,741	-107,809	2023-12-31
Polaris Capital Management, LLC	3.057%	-2.398%	2,209,978	-54,300	2023-12-31
State Street Corporation	3.044%	10.577%	2,200,619	210,488	2023-12-31
Hotchkis & Wiley Capital Management LLC	2.732%	-16.322%	1,975,026	-385,255	2023-12-31
Ameriprise Financial Inc	2.218%	1.498%	1,603,702	23,666	2023-12-31
Geode Capital Management, LLC	1.659%	4.387%	1,199,128	50,394	2023-12-31
Fred Alger Management, LLC	1.416%	-17.997%	1,017,556	-223,327	2022-09-30
HoldCo Asset Management, L.P.	1.322%	0.000%	949,960	949,960	2022-09-30
American Century Companies Inc	1.297%	29.045%	937,822	211,079	2023-12-31
Millennium Management LLC	1.257%	108.391%	906,467	471,484	2023-06-30
Bank of America Corp	1.237%	82.817%	899,006	407,254	2022-06-30
NORGES BANK	1.127%	9.876%	814,928	73,248	2023-12-31
Acadian Asset Management LLC	1.106%	0.000%	795,901	795,901	2022-09-30
Charles Schwab Investment Management Inc	1.014%	3.005%	733,072	21,386	2023-12-31
Earnest Partners LLC	0.967%	0.810%	699,113	5,620	2023-12-31
LSV Asset Management	0.966%	4.317%	698,400	28,900	2023-12-31
Lord, Abbett & Co LLC	0.956%	-41.461%	686,756	-486,411	2022-09-30
Bank of New York Mellon Corp	0.948%	-0.544%	683,854	-3,737	2023-09-30
Morgan Stanley - Brokerage Accounts	0.946%	25.901%	682,083	140,320	2023-03-31
Frontier Capital Management CO Inc	0.892%	12.150%	644,860	69,860	2023-12-31
Principal Financial Group Inc	0.888%	10.996%	641,862	63,588	2023-12-31
AQR Capital Management LLC	0.829%	41.132%	597,799	174,225	2023-09-30
Goldentree Asset Management LP	0.825%	0.000%	594,669	594,669	2023-03-31
Manufacturers Life Insurance Co	0.761%	-2.573%	549,170	-14,505	2023-06-30

Mutual Fund Ownership

Performer (AFRIS) is the biggest individual fund holder of Popular Inc (BPOP), owning a total of 12.1 million shares. Combined, the top 34 mutual fund holders of BPOP own 63.94% of the company with a total of 46.2 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of BPOP by 495 thousand shares. 1 funds bought 13,973 total additional shares and increased their ownership by an average of 1.31%. However 8 funds sold 509,126 total shares and decreased their ownership by an average of 4.45%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Popular decreased by a net total of -495,153 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price US Mid-Cap Value Equity	2.945%	-6.005%	2,129,074	-136,013	2024-03-31
T. Rowe Price Mid-Cap Value	2.945%	-6.005%	2,129,074	-136,013	2024-03-31
Vanguard Small Cap Index	2.546%	-1.056%	1,840,318	-19,647	2024-03-31
Vanguard Small Cap Value Index Inv	1.713%	-2.417%	1,238,374	-30,666	2024-03-31
T. Rowe Price Small-Cap Value	1.587%	-4.280%	1,147,436	-51,300	2024-03-31
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	1.566%	-2.287%	1,131,787	-26,487	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.495%	1.310%	1,080,458	13,973	2024-03-31
Pear Tree Polaris Foreign Value Ord	1.006%	-12.259%	727,150	-101,600	2024-03-31
Columbia Select Mid Cap Value Instl	0.914%	0.000%	661,056	0	2024-03-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.784%	-1.290%	566,469	-7,400	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	16.756%	0.000%	12,113,593	12,113,593	2024-02-29
First Trust Rising Dividend Achiev ETF	3.224%	0.273%	2,329,282	6,350	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.137%	-0.215%	2,267,689	-4,880	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.100%	1.462%	2,235,982	32,222	2023-03-31
T. Rowe Price US Mid-Cap Value Equity	2.945%	-6.005%	2,129,074	-136,013	2024-03-31
T. Rowe Price Mid-Cap Value	2.945%	-6.005%	2,129,074	-136,013	2024-03-31
Vanguard Small Cap Index	2.546%	-1.056%	1,840,318	-19,647	2024-03-31
Vanguard Small Cap Value Index Inv	1.713%	-2.417%	1,238,374	-30,666	2024-03-31
T. Rowe Price Small-Cap Value	1.587%	-4.280%	1,147,436	-51,300	2024-03-31
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	1.566%	-2.287%	1,131,787	-26,487	2024-03-31
Vanguard Equity-Income Inv	1.565%	-0.147%	1,131,051	-1,661	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.495%	1.310%	1,080,458	13,973	2024-03-31
DFA US Small Cap Value I	1.444%	-3.627%	1,043,567	-39,272	2024-02-29
Vanguard Extended Market Index Investor	1.393%	0.213%	1,004,841	2,140	2023-08-31
AF High Growth (AFRIS)	1.273%	0.000%	920,483	920,483	2024-02-29
Alger Small Cap Focus I	1.240%	0.000%	891,007	0	2022-11-30
Alger Small Cap Focus Composite	1.240%	0.000%	891,007	0	2022-11-30
Polaris Capital Mgt Polaris Intl Eq	1.143%	-2.330%	825,975	-19,700	2023-12-31
Pear Tree Polaris Foreign Value Ord	1.006%	-12.259%	727,150	-101,600	2024-03-31
DFA US Targeted Value I	0.955%	0.000%	690,156	0	2024-02-29
Columbia Select Mid Cap Value SMA Cmp	0.914%	1,271,160.000%	661,056	661,004	2023-12-31
Columbia Select Mid Cap Value Instl	0.914%	0.000%	661,056	0	2024-03-31
Columbia Focused Mid Cap Value	0.914%	-17.477%	661,056	-140,000	2023-12-31
Polaris Capital Mgt Polaris Glbl Eq	0.903%	-0.671%	651,153	-4,400	2023-06-30
Fidelity VIP Mid Cap Initial	0.883%	0.000%	638,227	0	2024-02-29
Fidelity® VIP Mid Cap Initial	0.885%	0.000%	638,227	0	2023-10-31
VIP Mid Cap Initial	0.885%	0.000%	638,227	0	2023-11-30
EARNEST Small/Mid Cap Value	0.859%	61,793.100%	620,788	619,785	2023-12-31
Lord Abbett Affiliated A	0.833%	0.000%	598,566	0	2022-11-30
American Beacon Small Cp Val R5	0.810%	0.000%	584,547	0	2023-10-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.784%	-1.290%	566,469	-7,400	2024-03-31
SPDR® S&P Regional Banking ETF	0.777%	0.000%	560,295	0	2023-12-31
Dimensional US Targeted Value ETF	0.676%	0.033%	488,115	163	2024-02-29
Hotchkis & Wiley Small Cap Value I	0.637%	21.685%	457,900	81,600	2023-01-31