BPOP Popular, Inc. - Common Stock
About Popular, Inc. - Common Stock Company overview from Wikipedia
Popular, Inc., doing business as Banco Popular de Puerto Rico (BPPR) or simply as Banco Popular in Puerto Rico and the U.S. and British Virgin Islands, and as Popular Bank in the United States, is a full-service financial services conglomerate headquartered at Popular Center in the Milla de Oro financial district in the Hato Rey business center of San Juan, the capital city and municipality of the archipelago and island of Puerto Rico. Founded in 1893, it is the largest banking institution in Puerto Rico in terms of assets and deposits, and it ranks among the largest bank and thrift holding companies in total assets in the United States. In recent years, it has expanded into other areas of the Caribbean and Latin America.
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Popular, Inc., doing business as Banco Popular de Puerto Rico (BPPR) or simply as Banco Popular in Puerto Rico and the U.S. and British Virgin Islands, and as Popular Bank in the United States, is a full-service financial services conglomerate headquartered at Popular Center in the Milla de Oro financial district in the Hato Rey business center of San Juan, the capital city and municipality of the archipelago and island of Puerto Rico. Founded in 1893, it is the largest banking institution in Puerto Rico in terms of assets and deposits, and it ranks among the largest bank and thrift holding companies in total assets in the United States. In recent years, it has expanded into other areas of the Caribbean and Latin America.
History
The bank was founded in Puerto Rico in 1893 when the island was still under Spanish administration. It was led in its early stages by Rafael Carrión Sr. and Don Manuel Muñoz Barrios, the latter of which was the company's first president and administrator.
During the 1970s, the company's commercials were popular on Puerto Rican television: they presented a balding, middle aged man in a white tee shirt, announcing the company in a comic way. The 1970s also saw a giant step in the development of Banco Popular as Puerto Rico's biggest bank, when it bought two-thirds of the Banco de Crédito y Ahorro Ponceño. Through this purchase, Popular entered the credit-card industry.
During the following decades, Banco Popular put great of emphasis on the company's public image. It was during the 1980s, after Rafael Carrion, Sr.'s death, that Richard L. Carrión assumed the role as President of the corporation.
In 1989, the bank introduced a children's savings service with a bear, "Populoso", as its mascot. The Club del Ahorro (or Savings Club) was (and still is) intended to encourage children to open savings accounts and keep track of their money.
1990s
The following decade started with a big development for the bank, when in 1990 it merged with Banco de Ponce, one of the largest banks in Puerto Rico. At this time, Banco Popular's holding company changed its name to BanPonce Corporation. Popular acquired Banco Roig, one of the main banks in the eastern side of the island, in 1997, entering a geographical market in which it had yet to succeed.
During the late 1990s, the company began to diversify its services thanks to revisions of state laws that allowed banks certain 'privileges' related to different financial services other than banking. These years saw the birth of Popular Auto, Popular Finance, Popular Mortgage, Popular Insurance, Popular Leasing, among others.
During this time, the company created one of its flagship subsidiaries, Popular Securities. It quickly became the investment banking, retail brokerage, and institutional sales arm of Banco Popular. On the retail side, Popular Securities has an extensive network of brokers in Puerto Rico, rivaled only by Swiss giant UBS and more recently by Banco Santander. Popular Securities has additional offices in New York City, San Antonio, Houston, and Chicago.
2000s
Due to its growth in Puerto Rico, and the aggressive expansion in the United States, the company changed its name once again in 2000 to Popular, Inc., a name that goes back to the traditional roots of the corporation and which also reflects the common title in almost all of the subsidiaries of the company.
During this period, the company reorganized itself into three main subsidiary companies: Banco Popular de Puerto Rico, with David Chafey Jr. as president; Popular Bank, with Roberto Herencia as president; and Evertec, with Felix Villamil as president. Richard Carrión remained as president and CEO of the parent company, Popular, Inc.
In the January 24, 2005 issue of Fortune, Popular, Inc. was chosen as one of the 100 Best Companies to Work For.
On April 11, 2005, Popular Bank announced a five-year agreement with the New York Mets under which Popular would operate seven ATMs and display various advertisements at Shea Stadium until it closed in September 2008, and the team moved to the new Citi Field.
Present
Popular's world headquarters are located in the San Juan's Hato Rey business district, on a stretch of a thoroughfare commonly known as Milla de Oro ("The Golden Mile") due to the number of banks headquartered in the area. Travelers who fly into the Luis Muñoz Marín International Airport can appreciate Popular's landmark building below.
Between 2010 and 2012, the bank re-branded its mainland branches as Popular Community Bank in an effort to attract more non-Hispanic customers. The first branches to bear the new name were in the Chicago market followed by those in Southern California and Florida, then New York City and New Jersey.
As of January, 2012, Popular, Inc. still owed $935 million to the US government Troubled Asset Relief Program.
In March 2013, Popular announced it would sell a $568 million portfolio of non-performing loans to a joint venture between Caribbean Property Group and funds affiliated with Perella Weinberg Partners.
In 2014, Popular Community Bank sold many of its mainland United States branches in Central Florida, Illinois and Southern California to cut costs and shore up its reserves against losses caused by foreclosures and the recession in Puerto Rico. After the sale, Popular Community Bank retained 49 branches in South Florida, New Jersey, and New York. On September 12, 2014, Harbor Community Bank purchased Popular's branches in Orlando and central Florida. On November 7, 2014, Banc of California in Irvine purchased 20 branches of Popular Community Bank in southern California.
In 2018, Popular Community Bank changed its name to Popular Bank (Legal name) and Popular, commercial name.
Stats
Banco Popular was ranked the Best Consumer Internet Bank in Puerto Rico by Global Finance in 2007.
Timeline (2005–present)
2005: Popular completes acquisition of Quaker City Bank, establishing California as the largest region of Popular Bank. Popular also purchases New Jersey's Infinity Mortgage for an undisclosed amount. On August 3, 2005, Popular announced the purchase of E-Loan for an estimated $300 million merger agreement. A month later, on September 21, Popular announced that it would sell Popular Cash Express to ACE Cash Express for $36 million. Popular was ranked as the 691st largest company in the world by Forbes.
2007: Banco Popular North America sells five of six branches in Texas region to Prosperity Bank.
2007: Banco Popular acquires Citibank's retail business in Puerto Rico, including nine branches, as well as the operations in Puerto Rico of broker-dealer Smith Barney, a Citibank subsidiary.
2008: Popular agrees to sell certain assets of Equity One, the U.S. mainland consumer finance operations of Popular Financial Holdings, to American General Finance, a member of American International Group.
2010: Banco Popular acquires competitor Westernbank, after it failed and the Federal Deposit Insurance Corporation seized its deposits. On October 1, 2010, Popular sold 51% Evertec participating to Apollo Management.
2015: Banco Popular acquires the deposits of Doral Bank after regulators declared it insolvent.
2018: Popular Community Bank changed its name to Popular Bank (Legal name) and Popular, commercial name.
Subsidiaries and services
Puerto Rico
Banco Popular de Puerto Rico
Popular Auto
Popular Securities
Popular Asset Management
Popular Insurance
Popular Mortgage
Popular Risk Services
United States
Popular Bank
Popular Business Banking
Popular Association Banking
Popular Equipment Finance
Popular Direct
Popular Private Client
Virgin Islands
Banco Popular Virgin Islands
Former subsidiaries
Popular Cash Express (sold to ACE Cash Express on 09/21/2005)
Musical tradition
For its 100th Anniversary celebration, Popular gathered a group of Latin-American musicians in an effort to create a musical televised show. After the large success of this venture, the company began to produce annual live Christmas concerts and television specials with various Puerto Rican and international singers and artists. The concerts and specials are aired on local television stations and then released on CDs and DVD.
Competitors (in Puerto Rico)
OFG Bancorp
First BanCorp
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
BPOP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
BPOP Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| May 29, 2026 | $0.7500 |
| March 18, 2026 | $0.7500 |
| Dec. 5, 2025 | $0.7500 |
| Sept. 12, 2025 | $0.7500 |
| May 29, 2025 | $0.7000 |
| March 18, 2025 | $0.7000 |
| Dec. 6, 2024 | $0.7000 |
| Sept. 13, 2024 | $0.6200 |
| May 30, 2024 | $0.6200 |
| March 13, 2024 | $0.6200 |
| Dec. 6, 2023 | $0.6200 |
| Sept. 7, 2023 | $0.5500 |
| May 31, 2023 | $0.5500 |
| March 17, 2023 | $0.5500 |
| Dec. 6, 2022 | $0.5500 |
| Sept. 6, 2022 | $0.5500 |
| June 1, 2022 | $0.5500 |
| March 14, 2022 | $0.5500 |
| Dec. 6, 2021 | $0.4500 |
| Sept. 9, 2021 | $0.4500 |
BPOP Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 4 25.0%
- Buy 11 68.8%
- Hold 1 6.2%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
10 analysts · 2026-08-18Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $4.35 | $3.80 | 0.55% |
| March 31, 2026 | $3.78 | $3.40 | 0.38% |
| Dec. 31, 2025 | $3.53 | $3.10 | 0.43% |
| Sept. 30, 2025 | $3.14 | $3.01 | 0.13% |
| June 30, 2025 | $3.28 | $2.61 | 0.67% |
| March 31, 2025 | $2.56 | $2.22 | 0.34% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BPOP | — | — | — | — | — | — |
| FBP | $3.25B | 9.6 | 2.4% | 27.5% | 19.0% | — |
| OFG | — | 8.9 | — | — | — | — |
| BPOPM | $1.65B | 2.0 | 8.8% | 26.0% | 13.7% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 9
| Metric | Trend | Q2 2017 |
|---|---|---|
| Interest Expense | $54M | |
| Interest Income | $429M | |
| Pretax Income | $132M | |
| Income Tax | $36M | |
| Net Income | $96M | |
| EPS (Basic) | $0.94 | |
| EPS (Diluted) | $0.94 | |
| Shares (Basic) | 101,601,552 | |
| Shares (Diluted) | 101,708,703 |
Balance Sheet 13
| Metric | Trend | Q2 2017 |
|---|---|---|
| PP&E (Net) | $547M | |
| Goodwill | $627M | |
| Intangibles | $40M | |
| Total Assets | $41.24B | |
| Total Liabilities | $35.96B | |
| Common Stock | $1M | |
| Paid-in Capital | $4.26B | |
| Retained Earnings | $1.36B | |
| Treasury Stock | $90M | |
| AOCI | $-303M | |
| Stockholders' Equity | $5.28B | |
| Liabilities + Equity | $41.24B | |
| Shares Outstanding | 101,986,758 |
Cash Flow 2
| Metric | Trend | Q2 2017 |
|---|---|---|
| Amort. of Intangibles | $2M | |
| Stock Issued | $2M |
Profitability 4
| Metric | Trend | Q2 2017 |
|---|---|---|
| Net Margin | 19.6% | |
| Pretax Margin | 26.9% | |
| ROA | 0.24% | |
| ROE | 1.8% |
Efficiency 1
| Metric | Trend | Q2 2017 |
|---|---|---|
| Asset Turnover | 0.0 |
Valuation (TTM) 5
| Metric | Trend | Q2 2017 |
|---|---|---|
| Net Income TTM | $325M | |
| Market Cap | $4.25B | |
| P/E | 13.4 | |
| P/B | 0.8 | |
| Earnings Yield | 7.5% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Institutional owners (13F) 495 filers · $6.3B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 80 (+10 vs prior Q) | 45 (+3 vs prior Q) | 145 (-7 vs prior Q) | 167 (+23 vs prior Q) | +13.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $736,708,332 | 4,487,199 | 11.76% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $483,039,724 | 2,942,135 | 7.71% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $463,722,798 | 2,824,478 | 7.40% | Shares |
| STATE STREET CORP | $291,089,027 | 1,765,313 | 4.65% | Shares |
| CITADEL ADVISORS LLC | $258,734,710 | 1,575,921 | 4.13% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $217,747,801 | 1,325,966 | 3.48% | Shares |
| AMERIPRISE FINANCIAL INC | $184,966,332 | 1,126,517 | 2.95% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $180,507,045 | 1,099,446 | 2.88% | Shares |
| FMR LLC | $137,980,812 | 840,424 | 2.20% | Shares |
| NORGES BANK | $134,580,809 | 819,715 | 2.15% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $132,466,663 | 806,838 | 2.11% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $121,190,000 | 738,153 | 1.93% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $119,067,801 | 725,227 | 1.90% | Shares |
| Qube Research & Technologies Ltd | $117,158,684 | 713,599 | 1.87% | Shares |
| EARNEST PARTNERS LLC | $107,754,618 | 656,320 | 1.72% | Shares |
| MACQUARIE GROUP LTD | $103,068,100 | 627,775 | 1.65% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $99,166,690 | 604,012 | 1.58% | Shares |
| Polaris Capital Management, LLC | $86,890,787 | 529,241 | 1.39% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $80,530,290 | 490,500 | 1.29% | Shares |
| MILLENNIUM MANAGEMENT LLC | $72,040,050 | 438,787 | 1.15% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $66,739,170 | 406,500 | 1.07% | Shares |
| Quantinno Capital Management LP | $63,588,211 | 387,307 | 1.02% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $59,036,337 | 359,583 | 0.94% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $54,274,132 | 330,577 | 0.87% | Shares |
| MACKENZIE FINANCIAL CORP | $52,118,777 | 317,449 | 0.83% | Shares |
| TORONTO DOMINION BANK | $51,528,550 | 313,854 | 0.82% | Shares |
| VANGUARD GROUP INC | $50,491,241 | 405,487 | 0.81% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $49,768,212 | 303,132 | 0.79% | Shares |
| Minneapolis Portfolio Management Group, LLC | $49,326,048 | 300,439 | 0.79% | Shares |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $47,900,664 | 291,757 | 0.76% | Shares |
| Bridgewater Associates, LP | $45,676,025 | 278,207 | 0.73% | Shares |
| TWO SIGMA INVESTMENTS, LP | $43,028,787 | 262,083 | 0.69% | Shares |
| Verition Fund Management LLC | $39,714,485 | 241,896 | 0.63% | Shares |
| Alyeska Investment Group, L.P. | $39,533,887 | 240,796 | 0.63% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37,000,426 | 225,365 | 0.59% | Shares |
| GOLDMAN SACHS GROUP INC | $34,960,161 | 212,938 | 0.56% | Shares |
| BlackRock, Inc. | $32,351,012 | 197,046 | 0.52% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $31,613,120 | 191,769 | 0.50% | Shares |
| Arbejdsmarkedets Tillaegspension | $29,913,596 | 182,200 | 0.48% | Shares |
| FIRST TRUST ADVISORS LP | $27,163,909 | 165,452 | 0.43% | Shares |
| LOOMIS SAYLES & CO L P | $27,146,014 | 165,343 | 0.43% | Shares |
| California Public Employees Retirement System | $26,166,188 | 159,375 | 0.42% | Shares |
| Azora Capital LP | $26,146,158 | 159,253 | 0.42% | Shares |
| Crossmark Global Holdings, Inc. | $26,142,225 | 159,229 | 0.42% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $25,338,720 | 154,335 | 0.40% | Shares |
| Assenagon Asset Management S.A. | $24,478,253 | 149,094 | 0.39% | Shares |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $22,961,886 | 139,858 | 0.37% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21,828,059 | 132,952 | 0.35% | Shares |
| Swiss National Bank | $21,409,072 | 130,400 | 0.34% | Shares |
| SEI INVESTMENTS CO | $21,178,400 | 128,995 | 0.34% | Shares |
| Point72 Asset Management, L.P. | $21,164,115 | 128,908 | 0.34% | Shares |
| BANK OF NOVA SCOTIA | $21,152,623 | 128,838 | 0.34% | Shares |
| BANK OF AMERICA CORP /DE/ | $20,585,546 | 125,384 | 0.33% | Shares |
| RAYMOND JAMES FINANCIAL INC | $20,196,180 | 123,012 | 0.32% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $20,039,501 | 122,058 | 0.32% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $19,874,974 | 121,056 | 0.32% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $18,961,641 | 115,493 | 0.30% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $18,387,668 | 111,997 | 0.29% | Shares |
| CIBC WORLD MARKET INC. | $18,139,263 | 110,484 | 0.29% | Shares |
| M&G PLC | $16,713,732 | 101,913 | 0.27% | Shares |
| ALGERT GLOBAL LLC | $16,447,717 | 100,181 | 0.26% | Shares |
| Brevan Howard Capital Management LP | $16,418,000 | 100,000 | 0.26% | Shares |
| JANE STREET GROUP, LLC | $15,978,654 | 97,324 | 0.26% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $15,666,877 | 95,425 | 0.25% | Shares |
| AMERICAN CENTURY COMPANIES INC | $15,663,757 | 95,406 | 0.25% | Shares |
| Penn Capital Management Company, LLC | $15,146,281 | 92,039 | 0.24% | Shares |
| Balyasny Asset Management L.P. | $14,880,126 | 90,633 | 0.24% | Shares |
| Freestone Grove Partners LP | $14,766,513 | 89,941 | 0.24% | Shares |
| ROYCE & ASSOCIATES LP | $14,600,856 | 88,932 | 0.23% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14,172,470 | 87,108 | 0.23% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14,113,077 | 85,961 | 0.23% | Shares |
| Edgestream Partners, L.P. | $14,041,330 | 85,524 | 0.22% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $13,933,628 | 84,868 | 0.22% | Shares |
| NATIXIS | $12,784,204 | 77,867 | 0.20% | Shares |
| Jain Global LLC | $12,065,917 | 73,492 | 0.19% | Shares |
| BARCLAYS PLC | $11,056,538 | 67,344 | 0.18% | Shares |
| Susquehanna Portfolio Strategies, LLC | $10,876,432 | 66,247 | 0.17% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10,723,001 | 79,921 | 0.17% | Shares |
| IEQ CAPITAL, LLC | $10,703,551 | 65,194 | 0.17% | Shares |
| TCW GROUP INC | $10,642,475 | 64,822 | 0.17% | Shares |
| RHUMBLINE ADVISERS | $10,228,196 | 62,299 | 0.16% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $9,973,771 | 60,749 | 0.16% | Shares |
| SummitTX Capital, L.P. | $9,958,174 | 60,654 | 0.16% | Shares |
| RITHOLTZ WEALTH MANAGEMENT | $9,739,322 | 59,321 | 0.16% | Shares |
| MARSHALL WACE, LLP | $9,657,396 | 58,822 | 0.15% | Shares |
| Russell Investments Group, Ltd. | $9,430,716 | 57,441 | 0.15% | Shares |
| Copeland Capital Management, LLC | $8,991,481 | 54,766 | 0.14% | Shares |
| LPL Financial LLC | $8,741,743 | 53,245 | 0.14% | Shares |
| VAN ECK ASSOCIATES CORP | $8,598,928 | 52,375 | 0.14% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8,406,016 | 51,200 | 0.13% | Call option |
| CREDIT AGRICOLE S A | $8,400,926 | 51,169 | 0.13% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $7,700,535 | 46,903 | 0.12% | Shares |
| ROYAL BANK OF CANADA | $7,684,000 | 46,805 | 0.12% | Shares |
| Illinois Municipal Retirement Fund | $7,527,981 | 45,852 | 0.12% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $7,495,310 | 45,653 | 0.12% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $7,411,862 | 31,829 | 0.12% | Shares |
| SIGNATUREFD, LLC | $6,956,461 | 42,371 | 0.11% | Shares |
| TWO SIGMA ADVISERS, LP | $6,674,272 | 53,600 | 0.11% | Shares |
| Vanguard Global Advisers, LLC | $6,174,317 | 37,607 | 0.10% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6,111,309 | 45,549 | 0.10% | Shares |
Company insiders 57 insiders · 27 officers · 25 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Ignacio Alvarez | CEO | June 30, 2025 F | 310,860 | 0 | 0 | $0 |
| Jorge J. Garcia | Executive Vice President & CFO | Feb. 25, 2025 A | 16,660 | 0 | 0 | $0 |
| Carlos J Vazquez | Executive Vice President & CFO | March 31, 2024 F | 133,800 | 0 | 0 | $0 |
| Jorge A Junquera | Sr. EVP & CFO | Feb. 22, 2013 J | 121,087 | 0 | 0 | $0 |
| Javier D. Ferrer | PRESIDENT | June 26, 2025 F | 96,871 | 0 | 0 | $0 |
| David H Chafey JR | President & COO | Feb. 22, 2010 J | 640,771 | 0 | 0 | $0 |
| Gilberto Monzon | EXECUTIVE VICE PRESIDENT | Sept. 2, 2025 S | 24,773 | 0 | 2 | $-2,240,638 |
| Camille Burckhart | Executive Vice President | June 3, 2025 S | 27,382 | 0 | 0 | $0 |
| Adorno Denissa Rodriguez | Senior VP & Comptroller | May 14, 2025 S | 3,604 | 0 | 0 | $0 |
| Jose R. Coleman-Tio | EVP & CHIEF LEGAL OFFICER | Feb. 25, 2025 F | 17,636 | 0 | 0 | $0 |
| Maria Cristina Gonzalez-Noguera | Executive Vice President | Feb. 25, 2025 F | 13,702 | 0 | 0 | $0 |
| Beatriz Castellvi | EVP & Chief Security Officer | Feb. 25, 2025 F | 28,210 | 0 | 0 | $0 |
| Luis E. Cestero | Executive Vice President | Feb. 25, 2025 F | 20,645 | 0 | 0 | $0 |
| Manuel Chinea | Executive Vice President | Feb. 25, 2025 F | 31,002 | 0 | 0 | $0 |
| Eli Sepulveda | Executive Vice President | Feb. 25, 2025 F | 35,020 | 0 | 0 | $0 |
| Eduardo J. Negron | Executive Vice President | Feb. 25, 2025 F | 36,705 | 0 | 0 | $0 |
| Lidio Soriano | Executive Vice President | Feb. 25, 2025 F | 102,149 | 0 | 0 | $0 |
| Juan Guerrero | Executive Vice President | Jan. 29, 2023 J | 37,335 | 0 | 0 | $0 |
| Rivera O. Nestor | EXECUTIVE VICE PRESIDENT | May 2, 2017 S | 15,846 | 0 | 0 | $0 |
| Ileana Gonzalez | Executive Vice President | Nov. 25, 2016 S | 31,087 | 0 | 0 | $0 |
| Amilcar Jordan | EVP | Feb. 22, 2010 J | 190,284 | 0 | 0 | $0 |
| Felix Villamil | EVP | Feb. 22, 2010 J | 165,844 | 0 | 0 | $0 |
| Brunilda Santos De Alvarez | EVP & Chief Legal Officer | Feb. 22, 2010 J | 162,737 | 0 | 0 | $0 |
| Cameron Williams | Executive Vice President | March 16, 2006 J | 22,323 | 0 | 0 | $0 |
| Carlos Colino | Executive Vice President | Feb. 18, 2004 P | 2,883 | 0 | 0 | $0 |
| Maria I Burkhart | Exec Vice President | Jan. 16, 2004 A | — | 0 | 0 | $0 |
| Emilio E Pinero Ferrer | Executive Vice President | Jan. 16, 2004 A | — | 0 | 0 | $0 |
| Bertil E. Chappuis | Director | July 1, 2025 A | — | 0 | 0 | $0 |
| Jose Ramon Rodriguez | Director | July 1, 2025 A | — | 0 | 0 | $0 |
| Robert Carrady | Director | July 1, 2025 A | 3,073 | 0 | 0 | $0 |
| Betty K Devita | Director | July 1, 2025 A | — | 0 | 0 | $0 |
| Myrna Soto | Director | July 1, 2025 A | 4,639 | 0 | 0 | $0 |
| Carlos Unanue | Director | July 1, 2025 A | 46,340 | 0 | 0 | $0 |
| Alejandro M Ballester | Director | July 1, 2025 A | 0 | 0 | 0 | $0 |
| Maria Luisa Ferre | Director | July 1, 2025 A | 36,054 | 0 | 0 | $0 |
| Kim C Goodwin | Director | July 1, 2025 A | 39,275 | 0 | 0 | $0 |
| Richard L Carrion | Director | July 1, 2025 A | 219,952 | 0 | 0 | $0 |
| Alejandro M Sanchez | Director | May 8, 2025 A | 4,851 | 0 | 0 | $0 |
| John W Diercksen | Director | April 1, 2025 A | 17,530 | 0 | 0 | $0 |
| Iii Joaquin E Bacardi | Director | April 1, 2024 A | 32,481 | 0 | 0 | $0 |
| David E. Goel | Director | May 23, 2017 A | 10,452 | 0 | 0 | $0 |
| William J Teuber JR | Director | May 23, 2017 A | 59,646 | 0 | 0 | $0 |
| Jose R Vizcarrondo | Director | May 10, 2013 J | 34,890 | 0 | 0 | $0 |
| Manuel Morales JR | Director | May 10, 2013 J | 22,418 | 0 | 0 | $0 |
| Michael Masin | Director | May 24, 2010 J | 116,581 | 0 | 0 | $0 |
| Frederic V Salerno | Director | May 24, 2010 J | 147,743 | 0 | 0 | $0 |
| Francisco M Rexach JR | Director | Feb. 2, 2010 J | 347,005 | 0 | 0 | $0 |
| Juan J Bermudez | Director | Feb. 2, 2010 J | 2,046,275 | 0 | 0 | $0 |
| Jose B Carrion JR | Director | May 15, 2006 J | 1,479,419 | 0 | 0 | $0 |
| Julio E Vizcarrondo JR | Director | Aug. 13, 2004 P | 1,696,140 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Undisclosed reporting person | March 26, 2004 | — | Initial filing | M&A / sale | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 108 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| SCAP · Series Portfolios Trust | 3.29% | 4,511 NS | May 31, 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 2.97% | 10,102 SH | Aug. 8, 2026 | Daily |
| EPSV · Harbor ETF Trust | 2.13% | 707 NS | April 30, 2026 | N-PORT |
| EPMV · Harbor ETF Trust | 1.95% | 577 NS | April 30, 2026 | N-PORT |
| IAT · iShares Trust | 1.79% | 68,772 SH | Aug. 8, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 1.08% | 35,788 NS | April 30, 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1.00% | 71,269 NS | April 30, 2026 | N-PORT |
| ROE · EA Series Trust | 0.93% | 16,244 NS | May 29, 2026 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0.86% | 16,247 NS | April 30, 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0.82% | 5,349 NS | May 31, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.81% | 69,469 NS | April 30, 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.74% | 8,114 NS | May 31, 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0.73% | 5,201 SH | Aug. 8, 2026 | Daily |
| PDP · Invesco Exchange-Traded Fund Trust | 0.67% | 57,946 SH | Aug. 8, 2026 | Daily |
| VMAX · Lattice Strategies Trust | 0.55% | 1,710 NS | April 30, 2026 | N-PORT |
| SMLF · iShares Trust | 0.53% | 127,635 SH | Aug. 8, 2026 | Daily |
| CZA · Invesco Exchange-Traded Fund Trust | 0.52% | 5,763 SH | Aug. 8, 2026 | Daily |
| QDEF · FlexShares Trust | 0.52% | 18,177 NS | April 30, 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0.48% | 19,433 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.44% | 401,102 NS | April 30, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.43% | 12,448 NS | April 30, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.41% | 8,523 NS | April 30, 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0.40% | 20,778 NS | April 30, 2026 | N-PORT |
| GQQQ · EA Series Trust | 0.39% | 3,783 NS | May 29, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.36% | 181,626 NS | April 30, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.36% | 36,137 SH | Aug. 8, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.35% | 15,074 SH | Aug. 8, 2026 | Daily |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.33% | 9,757 NS | April 30, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.31% | 4,524 NS | April 30, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.31% | 9,084 SH | Aug. 8, 2026 | Daily |
| BFOR · ALPS ETF Trust | 0.26% | 3,778 NS | May 31, 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.25% | 10,617 NS | May 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.24% | 10,114 NS | April 30, 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.24% | 11,534 NS | April 30, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.23% | 20,296 NS | April 30, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.22% | 35,263 NS | April 30, 2026 | N-PORT |
| ESML · iShares Trust | 0.22% | 36,760 SH | Aug. 8, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.21% | 892,483 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.21% | 8,358 SH | Aug. 8, 2026 | Daily |
| SCHA · SCHWAB STRATEGIC TRUST | 0.21% | 315,923 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.20% | 186,672 NS | April 30, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 26,080 NS | April 30, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.18% | 177,584 NS | May 31, 2026 | N-PORT |
| IYF · iShares Trust | 0.17% | 42,131 SH | Aug. 8, 2026 | Daily |
| ISCB · iShares Trust | 0.17% | 2,728 SH | Aug. 8, 2026 | Daily |
| IYG · iShares Trust | 0.16% | 19,451 SH | Aug. 8, 2026 | Daily |
| SMMD · iShares Trust | 0.15% | 31,930 SH | Aug. 8, 2026 | Daily |
| VFMO · VANGUARD WELLINGTON FUND | 0.13% | 15,342 SH | Aug. 8, 2026 | Daily |
| ISCG · iShares Trust | 0.13% | 7,248 SH | Aug. 8, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.12% | 740,551 SH | Aug. 8, 2026 | Daily |