AMCOR PLC (AMCR)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | $20.5M | 489,527 | 0.91% | 3q | +2.0%+$408.2K |
| Dupree Financial Group, LLC | $11.2M | 267,653 | 4.04% | 2q | +41.5%+$3.3M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $9.7M | 231,914 | 0.64% | 3q | -1.5%-$152.4K |
| Gradient Investments LLC | $5.3M | 126,815 | 0.08% | 3q | -3.1%-$170.9K |
| Marquette Asset Management, LLC | $1.9M | 45,455 | 0.25% | 3q | HELD |
| Legacy Private Trust Co. | $1.7M | 40,761 | 0.09% | 3q | HELD |
| Castle Rock Wealth Management, LLC | $1.4M | 33,964 | 0.27% | new | NEW |
| Farther Finance Advisors, LLC | $1.4M | 32,695 | 0.01% | 3q | +171.1%+$863.8K |
| Investors Research Corp | $1.2M | 27,824 | 0.20% | 2q | -1.3%-$15.2K |
| GAMMA Investing LLC | $1.1M | 27,026 | 0.04% | 3q | +11.4%+$115.4K |
| Castleview Partners, LLC | $845.2K | 20,191 | 0.37% | 3q | +12.0%+$90.8K |
| Davis Capital Management | $574.5K | 13,724 | 0.34% | 2q | +176.3%+$366.6K |
| CenterStar Asset Management, LLC | $376.7K | options only | 0.09% | new | OPTIONS |
| Avidian Wealth Enterprises, LLC | $351.9K | 8,408 | 0.01% | 3q | -1.2%-$4.2K |
| Versant Capital Management, Inc | $301.7K | 7,208 | 0.03% | 3q | +51.2%+$102.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $273.7K | 6,538 | 0.02% | 2q | -5.2%-$14.9K |
| EPIQ PARTNERS, LLC | $239.1K | 5,712 | 0.10% | 3q | HELD |
| CoreCap Advisors, LLC | $50.2K | 1,199 | 0.00% | 3q | HELD |
| MassMutual Private Wealth & Trust, FSB | $41.8K | 998 | 0.00% | 3q | -6.2%-$2.8K |
| GILPIN WEALTH MANAGEMENT, LLC | $25.5K | 608 | 0.02% | 3q | HELD |
| Bangor Savings Bank | $25.1K | 600 | 0.00% | 2q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $24.2K | 577 | 0.00% | new | NEW |
| GK Wealth Management LLC | $20.2K | 484 | 0.01% | new | NEW |
| EASTERN BANK | $17.1K | 408 | 0.00% | 2q | HELD |
| Roxbury Financial LLC | $12.6K | 302 | 0.01% | 3q | +199.0%+$8.4K |
| ELEVATION WEALTH PARTNERS, LLC | $8.5K | 202 | 0.00% | 3q | HELD |
| Coastline Trust Co | $6.7K | 159 | 0.00% | 2q | HELD |
| Mn Services Vermogensbeheer B.V. | $5.5K | 132,391 | 0.04% | 29q | HELD |
| Planning Strategies Inc. | $963 | 23 | 0.00% | 2q | +21.1% |
| CX Institutional | $253 | 6,055 | 0.01% | 7q | +23.5% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G | Invesco Ltd. | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 28 | $58.6M | 1,390,975 | 4 | 9 | 6 | 0.6% |
| Q2 2026 | 708 | $17.4B | 399,232,402 | 130 | 280 | 200 | 0.6% |
| Q1 2026 | 684 | $14.0B | 347,461,484 | 616 | 4 | 63 | 1.2% |
| Q4 2025 | 706 | $13.8B | 1,582,140,621 | 124 | 250 | 209 | 0.6% |
| Q3 2025 | 776 | $12.5B | 1,514,060,468 | 101 | 284 | 262 | 0.9% |
| Q2 2025 | 806 | $14.4B | 1,560,148,161 | 211 | 383 | 131 | 0.7% |
| Q1 2025 | 669 | $9.7B | 984,284,886 | 96 | 278 | 172 | 1.0% |
| Q4 2024 | 628 | $7.9B | 827,479,029 | 87 | 198 | 234 | 1.2% |
| Q3 2024 | 588 | $8.7B | 768,647,079 | 67 | 189 | 222 | 0.4% |
| Q2 2024 | 583 | $7.8B | 792,743,252 | 70 | 208 | 199 | 0.4% |
| Q1 2024 | 583 | $7.5B | 787,524,106 | 61 | 206 | 192 | 0.4% |
| Q4 2023 | 573 | $7.3B | 755,124,065 | 57 | 175 | 231 | 0.2% |
| Q3 2023 | 567 | $6.7B | 729,009,313 | 56 | 191 | 198 | 0.2% |
| Q2 2023 | 562 | $7.2B | 723,540,979 | 45 | 163 | 218 | 0.1% |
| Q1 2023 | 573 | $8.4B | 737,380,849 | 50 | 211 | 178 | 0.3% |
| Q4 2022 | 591 | $8.7B | 729,645,217 | 60 | 196 | 185 | 0.4% |
| Q3 2022 | 564 | $7.6B | 704,067,959 | 59 | 220 | 162 | 0.3% |
| Q2 2022 | 560 | $8.9B | 712,059,311 | 81 | 219 | 145 | 0.3% |
| Q1 2022 | 523 | $7.1B | 628,033,211 | 69 | 171 | 170 | 0.3% |
| Q4 2021 | 507 | $7.1B | 590,792,324 | 57 | 145 | 159 | 0.4% |
| Q3 2021 | 489 | $7.0B | 603,450,921 | 48 | 145 | 167 | 0.6% |
| Q2 2021 | 502 | $6.9B | 602,532,750 | 43 | 175 | 162 | 0.5% |
| Q1 2021 | 501 | $6.8B | 581,789,655 | 54 | 163 | 162 | 0.4% |
| Q4 2020 | 482 | $6.7B | 564,986,197 | 58 | 149 | 155 | 0.6% |
| Q3 2020 | 437 | $6.2B | 556,911,354 | 61 | 145 | 119 | 0.7% |
| Q2 2020 | 400 | $5.6B | 544,614,889 | 54 | 115 | 145 | 0.9% |
| Q1 2020 | 385 | $4.1B | 502,969,833 | 44 | 102 | 156 | 1.0% |
| Q4 2019 | 425 | $5.5B | 510,227,271 | 47 | 126 | 137 | 0.3% |
| Q3 2019 | 406 | $4.4B | 441,348,963 | 92 | 137 | 96 | 0.4% |
| Q2 2019 | 363 | $5.1B | 439,828,573 | 363 | 0 | 0 | 0.5% |
| Q1 2019 | 1 | $32.0K | 2,803 | 1 | 0 | 0 | 0.0% |