Dimensional Fund Advisors Lp ownership in FULT / Fulton Financial Corporation

Fulton Financial Corporation

US ˙ NasdaqGS ˙ US3602711000

Security	FULT / Fulton Financial Corporation
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	11,240,495 shares
Ownership	6.20%

2025-07-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 11,240,495 shares of Fulton Financial Corporation (US:FULT). This represents 6.2 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 11,918,842 shares, indicating a decrease of -5.69 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2025-07-15	2025-07-15	13G/A	11,918,842	11,240,495	-5.69	6.20	-15.07
2024-02-09	2024-02-09	13G/A	12,159,090	11,918,842	-1.98	7.30	0.00
2023-02-10	2023-02-10	13G/A	10,617,622	12,159,090	14.52	7.30	10.61
2022-02-08	2022-02-08	13G/A	11,293,742	10,617,622	-5.99	6.60	-5.71
2021-02-12	2021-02-12	13G/A	13,393,918	11,293,742	-15.68	7.00	-14.22
2020-02-12	2020-02-12	13G/A	14,264,562	13,393,918	-6.10	8.16	0.74
2019-02-08	2019-02-08	13G/A	14,254,652	14,264,562	0.07	8.10	-0.49
2018-02-09	2018-02-09	13G/A	14,011,436	14,254,652	1.74	8.14	0.62
2017-02-09	2017-02-09	13G/A	12,197,980	14,011,436	14.87	8.09	15.41
2016-02-09	2016-02-09	13G/A		12,197,980		7.01
2015-02-05	2015-02-05	13G		10,036,972		5.42

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-07	2026-03-31	13F	FULTON FINL CORP PA	COM	360271100	11,177,001	87,813	0.79	227,333	6.05	0.0472
2026-02-12	2025-12-31	13F	FULTON FINL CORP PA	COM	360271100	11,089,188	-96,578	-0.86	214,359	2.86	0.0450
2025-11-12	2025-09-30	13F	FULTON FINL CORP PA	COM	360271100	11,185,766	-54,729	-0.49	208,392	2.77	0.0447
2025-08-12	2025-06-30	13F	FULTON FINL CORP PA	COM	360271100	11,240,495	-321,121	-2.78	202,780	-3.04	0.0469
2025-05-13	2025-03-31	13F	FULTON FINL CORP PA	COM	360271100	11,561,616	-6,715	-0.06	209,145	-6.23	0.0520
2025-02-13	2024-12-31	13F	FULTON FINL CORP PA	COM	360271100	11,568,331	-359,886	-3.02	223,040	3.14	0.0536
2024-11-07	2024-09-30	13F	FULTON FINL CORP PA	COM	360271100	11,928,217	-119,180	-0.99	216,256	5.72	0.0525
2024-08-09	2024-06-30	13F	FULTON FINL CORP PA	COM	360271100	12,047,397	16,295	0.14	204,562	7.00	0.0534
2024-05-10	2024-03-31	13F	FULTON FINL CORP PA	COM	360271100	12,031,102	112,271	0.94	191,174	-2.56	0.0518
2024-02-07	2023-12-31	13F	FULTON FINL CORP PA	COM	360271100	11,918,831	297,923	2.56	196,188	39.41	0.0573
2023-11-09	2023-09-30	13F	FULTON FINL CORP PA	COM	360271100	11,620,908	16,585	0.14	140,730	1.74	0.0462
2023-08-09	2023-06-30	13F	FULTON FINL CORP PA	COM	360271100	11,604,323	-965,483	-7.68	138,328	-20.37	0.0441
2023-05-12	2023-03-31	13F	FULTON FINL CORP PA	COM	360271100	12,569,806	410,716	3.38	173,715	85,054.41	0.0585
2023-02-09	2022-12-31	13F	FULTON FINL CORP PA	COM	360271100	12,159,090	145,823	1.21	205	-99.89	0.0605
2022-11-10	2022-09-30	13F	FULTON FINL CORP PA	COM	360271100	12,013,267	634,909	5.58	189,811	15.44	0.0729
2022-08-12	2022-06-30	13F	FULTON FINL CORP PA	COM	360271100	11,378,358	572,877	5.30	164,418	-8.45	0.0590
2022-05-13	2022-03-31	13F	FULTON FINL CORP PA	COM	360271100	10,805,481	188,471	1.78	179,591	-0.50	0.0553
2022-02-09	2021-12-31	13F	FULTON FINL CORP PA	COM	360271100	10,617,010	-280,498	-2.57	180,489	8.39	0.0546
2021-11-12	2021-09-30	13F	FULTON FINL CORP PA	COM	360271100	10,897,508	-141,811	-1.28	166,517	-4.41	0.0536
2021-08-12	2021-06-30	13F	FULTON FINL CORP PA	COM	360271100	11,039,319	-46,706	-0.42	174,201	-7.95	0.0552
2021-05-14	2021-03-31	13F	FULTON FINL CORP PA	COM	360271100	11,086,025	-207,717	-1.84	189,241	31.73	0.0626
2021-03-08	2020-12-31	13F/A-2	FULTON FINL CORP PA	COM	360271100	11,293,742	-554,852	-4.68	143,655	29.95	0.0519
2021-02-11	2020-12-31	13F	FULTON FINL CORP PA	COM	360271100	11,293,742	-554,852		143,655		51,880.5503
2020-11-12	2020-09-30	13F	FULTON FINL CORP PA	COM	360271100	11,848,594	-588,522	-4.73	110,546	-15.59	0.0469
2020-08-13	2020-06-30	13F	FULTON FINL CORP PA	COM	360271100	12,437,116	-145,106	-1.15	130,962	-9.41	0.0576
2020-05-14	2020-03-31	13F	FULTON FINL CORP PA	COM	360271100	12,582,222	-811,696	-6.06	144,570	-38.07	0.0753
2020-02-14	2019-12-31	13F	FULTON FINL CORP PA	COM	360271100	13,393,918	-488,270	-3.52	233,457	3.94	0.0851
2019-11-12	2019-09-30	13F	FULTON FINL CORP PA	COM	360271100	13,882,188	-108,928	-0.78	224,615	-1.93	0.0873
2019-08-13	2019-06-30	13F	FULTON FINL CORP PA	COM	360271100	13,991,116	-21,426	-0.15	229,034	5.59	0.0889
2019-08-12	2019-03-31	13F/A-2	FULTON FINL CORP PA	COM	360271100	14,012,542	-252,020	-1.77	216,916	-1.77	0.0864
2019-05-10	2019-03-31	13F	FULTON FINL CORP PA	COM	360271100	14,012,542	-252,020		216,916
2019-02-26	2018-12-31	13F/A-1	FULTON FINL CORP PA	COM	360271100	14,264,562	24,337	0.17	220,816	-6.87	0.1000
2019-02-13	2018-12-31	13F	FULTON FINL CORP PA	COM	360271100	14,264,562	24,337		220,816
2018-11-13	2018-09-30	13F	FULTON FINL CORP PA	COM	360271100	14,240,225	-81,504	-0.57	237,100	0.33	0.0903
2018-08-10	2018-06-30	13F	FULTON FINL CORP PA	COM	360271100	14,321,729	130,352	0.92	236,310	-6.19	0.0942
2018-05-11	2018-03-31	13F	FULTON FINL CORP PA	COM	360271100	14,191,377	-63,275	-0.44	251,897	-1.28	0.1050
2018-02-12	2017-12-31	13F	FULTON FINL CORP PA	COM	360271100	14,254,652	-76,041	-0.53	255,160	-5.04	0.1058
2017-11-13	2017-09-30	13F	FULTON FINL CORP PA	COM	360271100	14,330,693	-112,705	-0.78	268,702	-2.09	0.1174
2017-08-11	2017-06-30	13F	FULTON FINL CORP PA	COM	360271100	14,443,398	112,692	0.79	274,426	7.28	0.1267
2017-05-12	2017-03-31	13F	FULTON FINL CORP PA	COM	360271100	14,330,706	319,270	2.28	255,803	-2.89	0.1223
2017-02-09	2016-12-31	13F	FULTON FINL CORP PA	COM	360271100	14,011,436	265,511	1.93	263,416	31.98	0.1316
2016-11-10	2016-09-30	13F	FULTON FINL CORP PA	COM	360271100	13,745,925	197,503	1.46	199,589	9.12	0.1079
2016-08-09	2016-06-30	13F	FULTON FINL CORP PA	COM	360271100	13,548,422	673,829	5.23	182,902	6.18	0.1052
2016-05-13	2016-03-31	13F	FULTON FINL CORP PA	COM	360271100	12,874,593	676,613	5.55	172,263	8.55	0.1031
2016-02-10	2015-12-31	13F	FULTON FINL CORP PA	COM	360271100	12,197,980	819,850	7.21	158,698	15.27	0.0989
2015-11-13	2015-09-30	13F	FULTON FINL CORP PA	COM	360271100	11,378,130	136,869	1.22	137,675	-6.22	0.0904
2015-08-14	2015-06-30	13F	FULTON FINL CORP PA	COM	360271100	11,241,261	385,543	3.55	146,811	9.59	0.0899
2015-05-14	2015-03-31	13F	FULTON FINL CORP PA	COM	360271100	10,855,718	818,746	8.16	133,958	7.98	0.0846
2015-02-06	2014-12-31	13F	FULTON FINL CORP PA	COM	360271100	10,036,972	647,444	6.90	124,058	19.24	0.0815
2014-11-13	2014-09-30	13F	FULTON FINL CORP PA	COM	360271100	9,389,528	924,384	10.92	104,038	-0.81	0.0737
2014-08-08	2014-06-30	13F	FULTON FINL CORP PA	COM	360271100	8,465,144	1,411,397	20.01	104,883	18.20	0.0729
2014-05-14	2014-03-31	13F	FULTON FINL CORP PA	COM	360271100	7,053,747	809,889	12.97	88,735	8.65	0.0663
2014-02-12	2013-12-31	13F	FULTON FINL CORP PA	COM	360271100	6,243,858	561,855	9.89	81,671	23.07	0.0636
2013-11-13	2013-09-30	13F	FULTON FINL CORP PA	COM	360271100	5,682,003	501,823	9.69	66,363	11.59	0.0574
2013-08-15	2013-06-30	13F	FULTON FINL CORP PA	COM	360271100	5,180,180	5,180,180		59,470		0.0560

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.