BPOP Popular, Inc. - Common Stock
Popular, Inc. - Common Stock について Wikipediaからの企業概要
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
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
BPOP 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
BPOP 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か？
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
成長 収益、EPS、純利益の成長率：前年比、3年CAGR、5年CAGR
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
配当金 利回り、配当性向、配当履歴、5年CAGR
| 権利落ち日 | 金額 |
|---|---|
| 2026年5月29日 | $0.7500 |
| 2026年3月18日 | $0.7500 |
| 2025年12月5日 | $0.7500 |
| 2025年9月12日 | $0.7500 |
| 2025年5月29日 | $0.7000 |
| 2025年3月18日 | $0.7000 |
| 2024年12月6日 | $0.7000 |
| 2024年9月13日 | $0.6200 |
| 2024年5月30日 | $0.6200 |
| 2024年3月13日 | $0.6200 |
| 2023年12月6日 | $0.6200 |
| 2023年9月7日 | $0.5500 |
| 2023年5月31日 | $0.5500 |
| 2023年3月17日 | $0.5500 |
| 2022年12月6日 | $0.5500 |
| 2022年9月6日 | $0.5500 |
| 2022年6月1日 | $0.5500 |
| 2022年3月14日 | $0.5500 |
| 2021年12月6日 | $0.4500 |
| 2021年9月9日 | $0.4500 |
BPOP アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
- 強い買い 4 25.0%
- 買い 11 68.8%
- 保有 1 6.2%
- 売り 0 0.0%
- 強い売り 0 0.0%
12ヶ月目標株価
10 アナリスト · 2026-08-18決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年6月30日 | $4.35 | $3.80 | 0.55% |
| 2026年3月31日 | $3.78 | $3.40 | 0.38% |
| 2025年12月31日 | $3.53 | $3.10 | 0.43% |
| 2025年9月30日 | $3.14 | $3.01 | 0.13% |
| 2025年6月30日 | $3.28 | $2.61 | 0.67% |
| 2025年3月31日 | $2.56 | $2.22 | 0.34% |
同業他社比較（GICSサブインダストリー） 主要メトリクスとセクターピアの比較
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| 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% | — |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書 9
| 指標 | トレンド | 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 |
貸借対照表 13
| 指標 | トレンド | 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 |
キャッシュフロー 2
| 指標 | トレンド | Q2 2017 |
|---|---|---|
| Amort. of Intangibles | $2M | |
| Stock Issued | $2M |
収益性 4
| 指標 | トレンド | Q2 2017 |
|---|---|---|
| Net Margin | 19.6% | |
| Pretax Margin | 26.9% | |
| ROA | 0.24% | |
| ROE | 1.8% |
効率性 1
| 指標 | トレンド | Q2 2017 |
|---|---|---|
| Asset Turnover | 0.0 |
バリュエーション（TTM） 5
| 指標 | トレンド | Q2 2017 |
|---|---|---|
| Net Income TTM | $325M | |
| Market Cap | $4.25B | |
| P/E | 13.4 | |
| P/B | 0.8 | |
| Earnings Yield | 7.5% |
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
最新ニュース この会社に言及した最近の見出し
トレードシグナル エントリー価格とリスク/リワード比率を伴う最近の売買シグナル
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機関投資家（13F） 496 提出者 · $6.3B合計 · 時点 2026年6月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 80 (+3 前期比) | 45 (+2 前期比) | 145 (-7 前期比) | 167 (+23 前期比) | +5.5M |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $736,708,332 | 4,487,199 | 11.76% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $483,039,724 | 2,942,135 | 7.71% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $463,722,798 | 2,824,478 | 7.40% | 株式数 |
| STATE STREET CORP | $291,089,027 | 1,765,313 | 4.65% | 株式数 |
| CITADEL ADVISORS LLC | $258,734,710 | 1,575,921 | 4.13% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $217,747,801 | 1,325,966 | 3.48% | 株式数 |
| AMERIPRISE FINANCIAL INC | $184,966,332 | 1,126,517 | 2.95% | 株式数 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $180,507,045 | 1,099,446 | 2.88% | 株式数 |
| FMR LLC | $137,980,812 | 840,424 | 2.20% | 株式数 |
| NORGES BANK | $134,580,809 | 819,715 | 2.15% | 株式数 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $132,466,663 | 806,838 | 2.11% | 株式数 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $121,190,000 | 738,153 | 1.93% | 株式数 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $119,067,801 | 725,227 | 1.90% | 株式数 |
| Qube Research & Technologies Ltd | $117,158,684 | 713,599 | 1.87% | 株式数 |
| EARNEST PARTNERS LLC | $107,754,618 | 656,320 | 1.72% | 株式数 |
| MACQUARIE GROUP LTD | $103,068,100 | 627,775 | 1.65% | 株式数 |
| WELLINGTON MANAGEMENT GROUP LLP | $99,166,690 | 604,012 | 1.58% | 株式数 |
| Polaris Capital Management, LLC | $86,890,787 | 529,241 | 1.39% | 株式数 |
| PANAGORA ASSET MANAGEMENT INC | $80,530,290 | 490,500 | 1.29% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $72,040,050 | 438,787 | 1.15% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $66,739,170 | 406,500 | 1.07% | 株式数 |
| Quantinno Capital Management LP | $63,588,211 | 387,307 | 1.01% | 株式数 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $59,036,337 | 359,583 | 0.94% | 株式数 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $54,274,132 | 330,577 | 0.87% | 株式数 |
| MACKENZIE FINANCIAL CORP | $52,118,777 | 317,449 | 0.83% | 株式数 |
| TORONTO DOMINION BANK | $51,528,550 | 313,854 | 0.82% | 株式数 |
| VANGUARD GROUP INC | $50,491,241 | 405,487 | 0.81% | 株式数 |
| NEW YORK STATE COMMON RETIREMENT FUND | $49,768,212 | 303,132 | 0.79% | 株式数 |
| Minneapolis Portfolio Management Group, LLC | $49,326,048 | 300,439 | 0.79% | 株式数 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $47,900,664 | 291,757 | 0.76% | 株式数 |
| Bridgewater Associates, LP | $45,676,025 | 278,207 | 0.73% | 株式数 |
| TWO SIGMA INVESTMENTS, LP | $43,028,787 | 262,083 | 0.69% | 株式数 |
| Verition Fund Management LLC | $39,714,485 | 241,896 | 0.63% | 株式数 |
| Alyeska Investment Group, L.P. | $39,533,887 | 240,796 | 0.63% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37,000,426 | 225,365 | 0.59% | 株式数 |
| GOLDMAN SACHS GROUP INC | $34,960,161 | 212,938 | 0.56% | 株式数 |
| BlackRock, Inc. | $32,351,012 | 197,046 | 0.52% | 株式数 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $31,613,120 | 191,769 | 0.50% | 株式数 |
| Arbejdsmarkedets Tillaegspension | $29,913,596 | 182,200 | 0.48% | 株式数 |
| FIRST TRUST ADVISORS LP | $27,163,909 | 165,452 | 0.43% | 株式数 |
| LOOMIS SAYLES & CO L P | $27,146,014 | 165,343 | 0.43% | 株式数 |
| California Public Employees Retirement System | $26,166,188 | 159,375 | 0.42% | 株式数 |
| Azora Capital LP | $26,146,158 | 159,253 | 0.42% | 株式数 |
| Crossmark Global Holdings, Inc. | $26,142,225 | 159,229 | 0.42% | 株式数 |
| VICTORY CAPITAL MANAGEMENT INC | $25,338,720 | 154,335 | 0.40% | 株式数 |
| Assenagon Asset Management S.A. | $24,478,253 | 149,094 | 0.39% | 株式数 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $22,961,886 | 139,858 | 0.37% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21,828,059 | 132,952 | 0.35% | 株式数 |
| Swiss National Bank | $21,409,072 | 130,400 | 0.34% | 株式数 |
| SEI INVESTMENTS CO | $21,178,400 | 128,995 | 0.34% | 株式数 |
| Point72 Asset Management, L.P. | $21,164,115 | 128,908 | 0.34% | 株式数 |
| BANK OF NOVA SCOTIA | $21,152,623 | 128,838 | 0.34% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $20,585,546 | 125,384 | 0.33% | 株式数 |
| RAYMOND JAMES FINANCIAL INC | $20,196,180 | 123,012 | 0.32% | 株式数 |
| ENVESTNET ASSET MANAGEMENT INC | $20,039,501 | 122,058 | 0.32% | 株式数 |
| VOYA INVESTMENT MANAGEMENT LLC | $19,874,974 | 121,056 | 0.32% | 株式数 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $18,961,641 | 115,493 | 0.30% | 株式数 |
| MARTINGALE ASSET MANAGEMENT L P | $18,387,668 | 111,997 | 0.29% | 株式数 |
| CIBC WORLD MARKET INC. | $18,139,263 | 110,484 | 0.29% | 株式数 |
| M&G PLC | $16,713,732 | 101,913 | 0.27% | 株式数 |
| ALGERT GLOBAL LLC | $16,447,717 | 100,181 | 0.26% | 株式数 |
| Brevan Howard Capital Management LP | $16,418,000 | 100,000 | 0.26% | 株式数 |
| JANE STREET GROUP, LLC | $15,978,654 | 97,324 | 0.26% | 株式数 |
| RENAISSANCE TECHNOLOGIES LLC | $15,666,877 | 95,425 | 0.25% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $15,663,757 | 95,406 | 0.25% | 株式数 |
| Penn Capital Management Company, LLC | $15,146,281 | 92,039 | 0.24% | 株式数 |
| Balyasny Asset Management L.P. | $14,880,126 | 90,633 | 0.24% | 株式数 |
| Freestone Grove Partners LP | $14,766,513 | 89,941 | 0.24% | 株式数 |
| ROYCE & ASSOCIATES LP | $14,600,856 | 88,932 | 0.23% | 株式数 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14,172,470 | 87,108 | 0.23% | 株式数 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14,113,077 | 85,961 | 0.23% | 株式数 |
| Edgestream Partners, L.P. | $14,041,330 | 85,524 | 0.22% | 株式数 |
| STATE OF WISCONSIN INVESTMENT BOARD | $13,933,628 | 84,868 | 0.22% | 株式数 |
| NATIXIS | $12,784,204 | 77,867 | 0.20% | 株式数 |
| Jain Global LLC | $12,065,917 | 73,492 | 0.19% | 株式数 |
| BARCLAYS PLC | $11,056,538 | 67,344 | 0.18% | 株式数 |
| Susquehanna Portfolio Strategies, LLC | $10,876,432 | 66,247 | 0.17% | 株式数 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10,723,001 | 79,921 | 0.17% | 株式数 |
| IEQ CAPITAL, LLC | $10,703,551 | 65,194 | 0.17% | 株式数 |
| TCW GROUP INC | $10,642,475 | 64,822 | 0.17% | 株式数 |
| RHUMBLINE ADVISERS | $10,228,196 | 62,299 | 0.16% | 株式数 |
| VANGUARD ASSET MANAGEMENT, Ltd | $9,973,771 | 60,749 | 0.16% | 株式数 |
| SummitTX Capital, L.P. | $9,958,174 | 60,654 | 0.16% | 株式数 |
| RITHOLTZ WEALTH MANAGEMENT | $9,739,322 | 59,321 | 0.16% | 株式数 |
| MARSHALL WACE, LLP | $9,657,396 | 58,822 | 0.15% | 株式数 |
| Russell Investments Group, Ltd. | $9,430,716 | 57,441 | 0.15% | 株式数 |
| Copeland Capital Management, LLC | $8,991,481 | 54,766 | 0.14% | 株式数 |
| LPL Financial LLC | $8,741,743 | 53,245 | 0.14% | 株式数 |
| VAN ECK ASSOCIATES CORP | $8,598,928 | 52,375 | 0.14% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8,406,016 | 51,200 | 0.13% | コールオプション |
| CREDIT AGRICOLE S A | $8,400,926 | 51,169 | 0.13% | 株式数 |
| BOOTHBAY FUND MANAGEMENT, LLC | $7,700,535 | 46,903 | 0.12% | 株式数 |
| ROYAL BANK OF CANADA | $7,684,000 | 46,805 | 0.12% | 株式数 |
| Illinois Municipal Retirement Fund | $7,527,981 | 45,852 | 0.12% | 株式数 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $7,495,310 | 45,653 | 0.12% | 株式数 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $7,411,862 | 31,829 | 0.12% | 株式数 |
| SIGNATUREFD, LLC | $6,956,461 | 42,371 | 0.11% | 株式数 |
| TWO SIGMA ADVISERS, LP | $6,674,272 | 53,600 | 0.11% | 株式数 |
| Vanguard Global Advisers, LLC | $6,174,317 | 37,607 | 0.10% | 株式数 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6,111,309 | 45,549 | 0.10% | 株式数 |
企業インサイダー 57 人のインサイダー · 27人の役員 · 25人の取締役
| インサイダー | 役職 | 最終アクティビティ | 保有株式数 | 12ヶ月購入 | 12ヶ月売却 | 12ヶ月純額 |
|---|---|---|---|---|---|---|
| Ignacio Alvarez | CEO | 2025年6月30日 F | 310,860 | 0 | 0 | $0 |
| Jorge J. Garcia | Executive Vice President & CFO | 2025年2月25日 A | 16,660 | 0 | 0 | $0 |
| Carlos J Vazquez | Executive Vice President & CFO | 2024年3月31日 F | 133,800 | 0 | 0 | $0 |
| Jorge A Junquera | Sr. EVP & CFO | 2013年2月22日 J | 121,087 | 0 | 0 | $0 |
| Javier D. Ferrer | PRESIDENT | 2025年6月26日 F | 96,871 | 0 | 0 | $0 |
| David H Chafey JR | President & COO | 2010年2月22日 J | 640,771 | 0 | 0 | $0 |
| Gilberto Monzon | EXECUTIVE VICE PRESIDENT | 2025年9月2日 S | 24,773 | 0 | 2 | $-2,240,638 |
| Camille Burckhart | Executive Vice President | 2025年6月3日 S | 27,382 | 0 | 0 | $0 |
| Adorno Denissa Rodriguez | Senior VP & Comptroller | 2025年5月14日 S | 3,604 | 0 | 0 | $0 |
| Jose R. Coleman-Tio | EVP & CHIEF LEGAL OFFICER | 2025年2月25日 F | 17,636 | 0 | 0 | $0 |
| Maria Cristina Gonzalez-Noguera | Executive Vice President | 2025年2月25日 F | 13,702 | 0 | 0 | $0 |
| Beatriz Castellvi | EVP & Chief Security Officer | 2025年2月25日 F | 28,210 | 0 | 0 | $0 |
| Luis E. Cestero | Executive Vice President | 2025年2月25日 F | 20,645 | 0 | 0 | $0 |
| Manuel Chinea | Executive Vice President | 2025年2月25日 F | 31,002 | 0 | 0 | $0 |
| Eli Sepulveda | Executive Vice President | 2025年2月25日 F | 35,020 | 0 | 0 | $0 |
| Eduardo J. Negron | Executive Vice President | 2025年2月25日 F | 36,705 | 0 | 0 | $0 |
| Lidio Soriano | Executive Vice President | 2025年2月25日 F | 102,149 | 0 | 0 | $0 |
| Juan Guerrero | Executive Vice President | 2023年1月29日 J | 37,335 | 0 | 0 | $0 |
| Rivera O. Nestor | EXECUTIVE VICE PRESIDENT | 2017年5月2日 S | 15,846 | 0 | 0 | $0 |
| Ileana Gonzalez | Executive Vice President | 2016年11月25日 S | 31,087 | 0 | 0 | $0 |
| Amilcar Jordan | EVP | 2010年2月22日 J | 190,284 | 0 | 0 | $0 |
| Felix Villamil | EVP | 2010年2月22日 J | 165,844 | 0 | 0 | $0 |
| Brunilda Santos De Alvarez | EVP & Chief Legal Officer | 2010年2月22日 J | 162,737 | 0 | 0 | $0 |
| Cameron Williams | Executive Vice President | 2006年3月16日 J | 22,323 | 0 | 0 | $0 |
| Carlos Colino | Executive Vice President | 2004年2月18日 P | 2,883 | 0 | 0 | $0 |
| Maria I Burkhart | Exec Vice President | 2004年1月16日 A | — | 0 | 0 | $0 |
| Emilio E Pinero Ferrer | Executive Vice President | 2004年1月16日 A | — | 0 | 0 | $0 |
| Bertil E. Chappuis | 取締役 | 2025年7月1日 A | — | 0 | 0 | $0 |
| Jose Ramon Rodriguez | 取締役 | 2025年7月1日 A | — | 0 | 0 | $0 |
| Robert Carrady | 取締役 | 2025年7月1日 A | 3,073 | 0 | 0 | $0 |
| Betty K Devita | 取締役 | 2025年7月1日 A | — | 0 | 0 | $0 |
| Myrna Soto | 取締役 | 2025年7月1日 A | 4,639 | 0 | 0 | $0 |
| Carlos Unanue | 取締役 | 2025年7月1日 A | 46,340 | 0 | 0 | $0 |
| Alejandro M Ballester | 取締役 | 2025年7月1日 A | 0 | 0 | 0 | $0 |
| Maria Luisa Ferre | 取締役 | 2025年7月1日 A | 36,054 | 0 | 0 | $0 |
| Kim C Goodwin | 取締役 | 2025年7月1日 A | 39,275 | 0 | 0 | $0 |
| Richard L Carrion | 取締役 | 2025年7月1日 A | 219,952 | 0 | 0 | $0 |
| Alejandro M Sanchez | 取締役 | 2025年5月8日 A | 4,851 | 0 | 0 | $0 |
| John W Diercksen | 取締役 | 2025年4月1日 A | 17,530 | 0 | 0 | $0 |
| Iii Joaquin E Bacardi | 取締役 | 2024年4月1日 A | 32,481 | 0 | 0 | $0 |
| David E. Goel | 取締役 | 2017年5月23日 A | 10,452 | 0 | 0 | $0 |
| William J Teuber JR | 取締役 | 2017年5月23日 A | 59,646 | 0 | 0 | $0 |
| Jose R Vizcarrondo | 取締役 | 2013年5月10日 J | 34,890 | 0 | 0 | $0 |
| Manuel Morales JR | 取締役 | 2013年5月10日 J | 22,418 | 0 | 0 | $0 |
| Michael Masin | 取締役 | 2010年5月24日 J | 116,581 | 0 | 0 | $0 |
| Frederic V Salerno | 取締役 | 2010年5月24日 J | 147,743 | 0 | 0 | $0 |
| Francisco M Rexach JR | 取締役 | 2010年2月2日 J | 347,005 | 0 | 0 | $0 |
| Juan J Bermudez | 取締役 | 2010年2月2日 J | 2,046,275 | 0 | 0 | $0 |
| Jose B Carrion JR | 取締役 | 2006年5月15日 J | 1,479,419 | 0 | 0 | $0 |
| Julio E Vizcarrondo JR | 取締役 | 2004年8月13日 P | 1,696,140 | 0 | 0 | $0 |
SECフォーム3/4/5提出書類からのインサイダー；純額＝公開市場のP/Sのみ
アクティビストおよび5%超のオーナー 1保有
SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図（アクティビストの保有、取締役会キャンペーン、M&A）を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。
| 提出者 | 提出済み | 保有 | ステータス | 目的 | 提出書類 |
|---|---|---|---|---|---|
| 未開示の報告者 | 2004年3月26日 | — | 初回提出 | M&A / 売却 | 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保有状況 109のETFが保有
ウェイトは直接株式保有（N-PORT）のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。
| ファンド | ウェイト | 単位 | 時点 | ソース |
|---|---|---|---|---|
| SCAP · Series Portfolios Trust | 3.29% | 4,511 NS | 2026年5月31日 | N-PORT |
| EPSV · Harbor ETF Trust | 2.13% | 707 NS | 2026年4月30日 | N-PORT |
| EPMV · Harbor ETF Trust | 1.95% | 577 NS | 2026年4月30日 | N-PORT |
| DPST · Direxion Shares ETF Trust | 1.08% | 35,788 NS | 2026年4月30日 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1.00% | 71,269 NS | 2026年4月30日 | N-PORT |
| ROE · EA Series Trust | 0.93% | 16,244 NS | 2026年5月29日 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0.86% | 16,247 NS | 2026年4月30日 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0.82% | 5,349 NS | 2026年5月31日 | N-PORT |
| NUSC · Nushares ETF Trust | 0.81% | 69,469 NS | 2026年4月30日 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.74% | 8,114 NS | 2026年5月31日 | N-PORT |
| HWSM · HOTCHKIS & WILEY FUNDS /DE/ | 0.68% | 114 NS | 2026年6月30日 | N-PORT |
| VMAX · Lattice Strategies Trust | 0.55% | 1,710 NS | 2026年4月30日 | N-PORT |
| QDEF · FlexShares Trust | 0.52% | 18,177 NS | 2026年4月30日 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0.48% | 19,433 NS | 2026年4月30日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.44% | 401,102 NS | 2026年4月30日 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.43% | 12,448 NS | 2026年4月30日 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.41% | 8,523 NS | 2026年4月30日 | N-PORT |
| INFO · Harbor ETF Trust | 0.40% | 20,778 NS | 2026年4月30日 | N-PORT |
| GQQQ · EA Series Trust | 0.39% | 3,783 NS | 2026年5月29日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.36% | 181,626 NS | 2026年4月30日 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.33% | 9,757 NS | 2026年4月30日 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.31% | 4,524 NS | 2026年4月30日 | N-PORT |
| BFOR · ALPS ETF Trust | 0.26% | 3,778 NS | 2026年5月31日 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.25% | 10,617 NS | 2026年5月31日 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.24% | 10,114 NS | 2026年4月30日 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.24% | 11,534 NS | 2026年4月30日 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.23% | 20,296 NS | 2026年4月30日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.22% | 35,263 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.21% | 315,923 NS | 2026年5月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.20% | 186,672 NS | 2026年4月30日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 26,080 NS | 2026年4月30日 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.18% | 177,584 NS | 2026年5月31日 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.12% | 17,475 NS | 2026年4月30日 | N-PORT |
| REVS · Columbia ETF Trust I | 0.11% | 2,142 NS | 2026年4月30日 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.11% | 3,036 NS | 2026年5月31日 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.10% | 3,020 NS | 2026年5月31日 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.09% | 873 NS | 2026年4月30日 | N-PORT |
| TILT · FlexShares Trust | 0.09% | 12,320 NS | 2026年4月30日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.07% | 1,877 NS | 2026年4月30日 | N-PORT |
| RECS · Columbia ETF Trust I | 0.06% | 22,709 NS | 2026年4月30日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.06% | 57,879 NS | 2026年4月30日 | N-PORT |
| DEUS · DBX ETF Trust | 0.06% | 1,063 NS | 2026年5月29日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.05% | 2,630 NS | 2026年5月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.04% | 131,651 NS | 2026年4月30日 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0.04% | 3,452 NS | 2026年5月31日 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.04% | 35,125 NS | 2026年5月31日 | N-PORT |
| JSTC · Tidal Trust I | 0.04% | 873 NS | 2026年5月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.03% | 6,850 NS | 2026年4月30日 | N-PORT |
| EBI · RBB Fund Trust | 0.03% | 1,256 NS | 2026年5月31日 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0.03% | 736 NS | 2026年5月31日 | N-PORT |