BPOP — Popular Inc Institutional Holders · Q3 2026
Who owns Popular Inc (BPOP)? 18 institutions reported holding $17.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Insight Wealth Strategies, LLC ($6.5M), Monument Capital Management ($4.0M), Artemis Investment Management LLP ($3.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Insight Wealth Strategies, LLC | $6.5M | 41,514 | Added |
| 2 | Monument Capital Management | $4.0M | 25,435 | New |
| 3 | Artemis Investment Management LLP | $3.7M | 23,689 | Hold |
| 4 | Veery Capital, LLC | $969,231 | 6,235 | Added |
| 5 | Wedmont Private Capital | $727,228 | 4,668 | Added |
| 6 | Bath Savings Trust Co | $475,522 | 3,059 | Trimmed |
| 7 | Versant Capital Management, Inc | $358,934 | 2,309 | Added |
| 8 | ANB BANK | $286,650 | 1,844 | New |
| 9 | Paragon Capital Management Ltd | $218,096 | 1,403 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $163,067 | 1,049 | Added |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $43,526 | 280 | Added |
| 12 | CX Institutional | $35,000 | 225 | Added |
| 13 | EASTERN BANK | $13,680 | 88 | New |
| 14 | GoalVest Advisory LLC | $7,928 | 51 | New |
| 15 | Planning Strategies Inc. | $2,332 | 15 | Hold |
| 16 | Retirement Wealth Solutions LLC | $2,177 | 14 | Hold |
| 17 | Wealth Enhancement Trust Services, Inc. | $311 | 2 | Trimmed |
| 18 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30