HolderBook

PACKAGING CORP AMER (PKG)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

35
Reporting holders
$20.7M
Reported value
0.0%
Calls
0.0%
Puts
-868
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Norman Fields, Gottscho Capital Management, LLC$7.7M33,5042.34%31q-0.9%-$69.7K
Graves Light Lenhart Wealth, Inc.$2.3M10,1550.22%15q-21.8%-$650.9K
GAMMA Investing LLC$1.6M6,7780.05%12q+12.9%+$177.7K
AMERICAN NATIONAL BANK & TRUST$1.1M4,7360.10%15q-6.8%-$78.9K
Bangor Savings Bank$924.8K4,0340.07%25qHELD
Dorato Capital Management$586.5K2,5810.39%4qHELD
Venture Visionary Partners LLC$573.2K2,5000.01%23q+1.6%+$9.2K
Wedmont Private Capital$546.8K2,3780.01%12qHELD
Avidian Wealth Enterprises, LLC$483.7K2,1100.01%9q+3.1%+$14.4K
Gouws Capital LLC$475.7K2,0750.22%20qHELD
BENEDICT FINANCIAL ADVISORS INC$428.2K1,8680.08%15qHELD
Monument Capital Management$403.5K1,7600.08%12qHELD
Bullock Wealth Management Group$366.2K1,5940.15%11qHELD
Dickmeyer Boyce Financial Management, Inc.$348.4K1,5200.18%3q-6.1%-$22.7K
MassMutual Private Wealth & Trust, FSB$328.5K1,4330.01%32q-3.6%-$12.2K
MOODY NATIONAL BANK TRUST DIVISION$313.2K1,3660.03%6q+6.7%+$19.7K
Farther Finance Advisors, LLC$305.6K1,3330.00%16q-32.1%-$144.7K
ARGENT CAPITAL MANAGEMENT LLC$270.1K1,1780.01%12qHELD
Shulman DeMeo Asset Management LLC$235.0K1,0250.05%16qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$229.3K1,0000.00%newNEW
Greenfield Savings Bank$220.8K9630.08%3qHELD
Baring Financial LLC$211.5K9230.11%2q-2.0%-$4.4K
First Heartland Consultants, Inc.$205.2K8950.01%2q-19.2%-$48.6K
Rosenberg Matthew Hamilton$185.9K8110.03%26qHELD
Coastline Trust Co$175.2K7640.02%9q-1.7%-$3.0K
EASTERN BANK$114.6K5000.00%9qHELD
Versant Capital Management, Inc$86.7K3780.01%32q+12.5%+$9.6K
Wealth Enhancement Trust Services, Inc.$10.8K470.00%4q-50.0%-$10.8K
CoreCap Advisors, LLC$9.6K420.00%9q+7.7%
MJT & Associates Financial Advisory Group, Inc.$6.4K280.00%6q-3.4%
Retirement Wealth Solutions LLC$5.6K250.00%8q+25.0%+$1.1K
ELEVATION WEALTH PARTNERS, LLC$2.8K120.00%newNEW
Davis Capital Management$91740.00%5qHELD
Planning Strategies Inc.$91740.00%2qHELD
Grove Bank & Trust$45920.00%6qHELD
CX Institutional$1898230.01%19q+0.9%

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 →

FiledFormFiler % of class
2026-08-0713GSTATE STREET CORPORATION5.2%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-03Hassfurther Thomas APresidentSold12,531$3.1M
2026-08-20Shirley Donald R.Exec. VPSold12,000$3.0M
2026-08-05Hassfurther Thomas APresidentSold8,797$2.3M
2026-05-27KOWLZAN MARK WChairman & CEOSold9,266$2.0M
2026-08-07Hassfurther Thomas APresidentSold7,063$1.8M

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202635$20.7M90,32627110.0%
Q2 2026903$22.4B93,528,218973292640.3%
Q1 2026879$19.7B89,290,541932992660.3%
Q4 2025870$18.1B87,561,637712693040.1%
Q3 2025859$19.2B88,031,2981142832480.2%
Q2 2025842$16.0B84,609,841772962820.2%
Q1 2025860$16.3B82,090,450702953120.3%
Q4 2024908$18.5B81,897,214972932790.4%
Q3 2024823$18.0B83,302,5961062582660.4%
Q2 2024778$15.4B83,969,801592772560.5%
Q1 2024782$16.4B85,814,397972442660.7%
Q4 2023747$14.1B85,329,721982332281.1%
Q3 2023652$12.6B81,102,693552112111.1%
Q2 2023656$11.0B82,512,351581922590.4%
Q1 2023661$11.7B83,867,698622392020.5%
Q4 2022665$10.4B81,250,094772072150.3%
Q3 2022619$9.6B84,897,478582202120.8%
Q2 2022647$11.7B84,550,495782262010.3%
Q1 2022628$13.2B84,265,846902171830.7%
Q4 2021602$11.7B85,753,414461882000.5%
Q3 2021593$11.9B85,740,219531872060.6%
Q2 2021591$11.5B84,845,660552041770.3%
Q1 2021588$11.5B85,354,681741692090.4%
Q4 2020586$11.8B85,629,674741702050.2%
Q3 2020536$9.3B85,072,652591741680.4%
Q2 2020541$8.6B86,095,546671821850.4%
Q1 2020528$7.7B87,608,211541652030.4%
Q4 2019587$10.2B90,565,968541621930.4%
Q3 2019567$9.7B90,346,607601702230.7%
Q2 2019572$8.2B84,885,493531862111.8%
Q1 2019587$8.6B85,014,026732001821.2%
Q4 2018570$7.1B84,216,705710100.9%