Filing Research | AMCR - AMCOR PLC Institutional Holdings

Snapshot holdings

50 / 184 loaded

#		Instrument	quantity
1	NAN FUNG TRINITY (HK) Ltd	Shares	1.2MSH	$52.0M
2	Vest Financial, LLC	Shares	1.2MSH	$51.2M
3	Sound Income Strategies, LLC	Shares	479.8KSH	$20.8M
4	Envestnet Portfolio Solutions, Inc.	Shares	409.6KSH	$18.1M
5	FIRST CITIZENS BANK & TRUST CO	Shares	412.7KSH	$17.9M
6	ISTHMUS PARTNERS, LLC	Shares	252.5KSH	$10.9M
7	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	248.0KSH	$10.7M
8	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	235.6KSH	$10.2M
9	Gilman Hill Asset Management, LLC	Shares	232.5KSH	$10.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	192.2KSH	$8.3M
11	Dupree Financial Group, LLC	Shares	189.1KSH	$8.2M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	186.9KSH	$8.1M
13	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	176.2KSH	$7.6M
14	Mountain Hill Investment Partners Corp.	Shares	176.1KSH	$7.6M
15	FIRST HORIZON CORP	Shares	175.0KSH	$7.6M
16	Mirae Asset Global Investments Co., Ltd.	Shares	140.1KSH	$6.1M
17	Czech National Bank	Shares	131.6KSH	$5.7M
18	Gradient Investments LLC	Shares	130.9KSH	$5.7M
19	DAVENPORT & Co LLC	Shares	127.0KSH	$5.5M
20	Synergy Asset Management, LLC	Shares	116.4KSH	$5.0M
21	IFM Investors Pty Ltd	Shares	108.5KSH	$4.7M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	102.1KSH	$4.4M
23	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	93.3KSH	$4.0M
24	Sompo Asset Management Co., Ltd.	Shares	93.2KSH	$4.0M
25	Morningstar Investment Management LLC	Shares	94.9KSH	$3.8M
26	Ballentine Partners, LLC	Shares	85.5KSH	$3.7M
27	Curated Wealth Partners LLC	Shares	232.4KSH	$3.5M
28	ASR Vermogensbeheer N.V.	Shares	77.5KSH	$3.4M
29	Police & Firemen's Retirement System of New Jersey	Shares	69.2KSH	$3.0M
30	D.A. DAVIDSON & CO.	Shares	65.5KSH	$2.8M
31	CENTRAL VALLEY ADVISORS, LLC	Shares	59.6KSH	$2.6M
32	Guardian Wealth Management, Inc.	Shares	51.9KSH	$2.2M
33	FULTON BANK, N.A.	Shares	51.3KSH	$2.2M
34	NORTHEAST INVESTMENT MANAGEMENT	Shares	49.7KSH	$2.2M
35	BENJAMIN EDWARDS INC	Shares	49.2KSH	$2.1M
36	Raleigh Capital Management Inc.	Shares	48.8KSH	$2.1M
37	Marquette Asset Management, LLC	Shares	45.5KSH	$2.0M
38	Legacy Private Trust Co.	Shares	40.8KSH	$1.8M
39	Ellsworth Advisors, LLC	Shares	39.4KSH	$1.7M
40	First Bank & Trust	Shares	36.5KSH	$1.6M
41	Linden Thomas Advisory Services, LLC	Shares	35.8KSH	$1.6M
42	ADAMS NATURAL RESOURCES FUND, INC.	Shares	34.9KSH	$1.5M
43	FARMERS & MERCHANTS INVESTMENTS INC	Shares	33.8KSH	$1.5M
44	Citizens National Bank Trust Department	Shares	33.0KSH	$1.4M
45	Fideuram Asset Management (Ireland) dac	Shares	31.3KSH	$1.3M
46	ABN AMRO INVESTMENT SOLUTIONS	Shares	28.7KSH	$1.2M
47	Investors Research Corp	Shares	28.2KSH	$1.2M
48	BURNEY CO/	Shares	28.1KSH	$1.2M
49	Boston Trust Walden Corp	Shares	26.7KSH	$1.2M
50	SHAYNE & JACOBS, LLC	Shares	25.8KSH	$1.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 198 loaded

#		Instrument
1	ISTHMUS PARTNERS, LLC new	Shares	+252.5K	+$10.9M	$10.9M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+192.2K	+$8.3M	$8.3M
3	Dupree Financial Group, LLC new	Shares	+189.1K	+$8.2M	$8.2M
4	NAN FUNG TRINITY (HK) Ltd added	Shares	+83.6K	+$7.6M	$52.0M
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+140.0K	+$6.1M	$6.1M
6	Envestnet Portfolio Solutions, Inc. added	Shares	+30.7K	+$3.0M	$18.1M
7	Vest Financial, LLC trimmed	Shares	-39.9K	+$2.7M	$51.2M
8	FIRST CITIZENS BANK & TRUST CO added	Shares	+29.5K	+$2.7M	$17.9M
9	ASR Vermogensbeheer N.V. added	Shares	+46.6K	+$2.1M	$3.4M
10	Sound Income Strategies, LLC added	Shares	+4.5K	+$1.5M	$20.8M
11	Investors Research Corp new	Shares	+28.2K	+$1.2M	$1.2M
12	Fideuram Asset Management (Ireland) dac added	Shares	+28.7K	+$1.1M	$1.3M
13	Gilman Hill Asset Management, LLC added	Shares	+7.6K	+$1.1M	$10.1M
14	Gradient Investments LLC added	Shares	+16.5K	+$1.1M	$5.7M
15	Cardinal Capital Management new	Shares	+25.7K	+$1.1M	$1.1M
16	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+2.8K	+$1.0M	$10.7M
17	D.A. DAVIDSON & CO. added	Shares	+17.9K	+$946.8K	$2.8M
18	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added	Shares	+1.2K	+$896.9K	$10.2M
19	FIRST HORIZON CORP added	Shares	+4.9K	+$826.6K	$7.6M
20	Crossmark Global Holdings, Inc. new	Shares	+18.2K	+$790.1K	$790.1K
21	Mountain Hill Investment Partners Corp. added	Shares	+1.9K	+$710.2K	$7.6M
22	Czech National Bank added	Shares	+5.8K	+$702.9K	$5.7M
23	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+13.3K	+$631.4K	$1.2M
24	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-1.2K	+$586.1K	$7.6M
25	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+6.3K	+$584.4K	$4.0M
26	DAVENPORT & Co LLC added	Shares	+2.4K	+$550.9K	$5.5M
27	SECURIAN ASSET MANAGEMENT, INC new	Shares	+12.3K	+$540.9K	$540.9K
28	Ellsworth Advisors, LLC added	Shares	+9.4K	+$517.1K	$1.7M
29	CENTRAL VALLEY ADVISORS, LLC added	Shares	+5.0K	+$413.9K	$2.6M
30	Lee Financial Co added	Shares	+7.8K	+$401.5K	$1.1M
31	Apollon Wealth Management, LLC new	Shares	+9.1K	+$396.1K	$396.1K
32	Castleview Partners, LLC added	Shares	+8.2K	+$391.0K	$781.3K
33	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+6.8K	+$342.4K	$871.6K
34	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+6.9K	+$298.9K	$298.9K
35	GREENLEAF TRUST new	Shares	+6.5K	+$280.3K	$280.3K
36	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-10.1K	+$273.3K	$8.1M
37	First Bank & Trust added	Shares	+3.5K	+$272.2K	$1.6M
38	Ballentine Partners, LLC trimmed	Shares	-925	+$271.1K	$3.7M
39	Intrua Financial, LLC added	Shares	+5.6K	+$262.7K	$490.2K
40	Guardian Wealth Management, Inc. added	Shares	+1.9K	+$261.3K	$2.2M
41	Future Financial Wealth Managment LLC new	Shares	+6.0K	+$257.9K	$257.9K
42	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+5.6K	+$244.5K	$244.5K
43	Sompo Asset Management Co., Ltd. trimmed	Shares	-2.5K	+$235.6K	$4.0M
44	Linden Thomas Advisory Services, LLC added	Shares	+2.5K	+$229.5K	$1.6M
45	Capital Investment Advisory Services, LLC new	Shares	+5.2K	+$226.6K	$226.6K
46	Davis Capital Management new	Shares	+5.0K	+$215.3K	$215.3K
47	LAUREL OAK WEALTH MANAGEMENT, LLC new	Shares	+4.9K	+$212.5K	$212.5K
48	PFG Investments, LLC added	Shares	+4.2K	+$208.9K	$485.1K
49	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+2.8K	+$202.6K	$1.1M
50	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-1.6K	+$186.5K	$3.0M

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