Filing Research | AVY - AVERY DENNISON CORP Institutional Holdings

Snapshot holdings

50 / 179 loaded

#		Instrument	quantity
1	JOHNSON INVESTMENT COUNSEL INC	Shares	351.1KSH	$57.0M
2	Boston Trust Walden Corp	Shares	314.5KSH	$51.1M
3	DAVENPORT & Co LLC	Shares	275.4KSH	$44.8M
4	Arbejdsmarkedets Tillaegspension	Shares	175.3KSH	$28.5M
5	FENIMORE ASSET MANAGEMENT INC	Shares	136.7KSH	$22.2M
6	AEGON ASSET MANAGEMENT UK PLC	Shares	115.4KSH	$18.7M
7	CONGRESS ASSET MANAGEMENT CO	Shares	98.2KSH	$15.9M
8	Assenagon Asset Management S.A.	Shares	94.6KSH	$15.4M
9	LBP AM SA	Shares	62.0KSH	$10.1M
10	GATEWAY INVESTMENT ADVISERS LLC	Shares	58.7KSH	$9.5M
11	Robeco Institutional Asset Management B.V.	Shares	39.8KSH	$6.5M
12	Police & Firemen's Retirement System of New Jersey	Shares	34.4KSH	$5.6M
13	PensionDanmark Pensionsforsikringsaktieselskab	Shares	31.0KSH	$5.0M
14	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	24.6KSH	$4.0M
15	IFM Investors Pty Ltd	Shares	22.2KSH	$3.6M
16	Czech National Bank	Shares	21.8KSH	$3.5M
17	Merit Financial Group, LLC	Shares	21.7KSH	$3.5M
18	Bill Few Associates, Inc.	Shares	21.4KSH	$3.5M
19	Mirae Asset Global Investments Co., Ltd.	Shares	20.4KSH	$3.3M
20	Mediolanum International Funds Ltd	Shares	17.4KSH	$2.8M
21	ABN AMRO INVESTMENT SOLUTIONS	Shares	17.3KSH	$2.8M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.9KSH	$2.7M
23	Sky Investment Group LLC	Shares	14.3KSH	$2.3M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.6KSH	$2.0M
25	ARDSLEY ADVISORY PARTNERS LP	Shares	12.0KSH	$1.9M
26	EXCHANGE TRADED CONCEPTS, LLC	Shares	11.6KSH	$1.9M
27	Sompo Asset Management Co., Ltd.	Shares	9.6KSH	$1.6M
28	Taylor Frigon Capital Management LLC	Shares	9.5KSH	$1.5M
29	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	9.2KSH	$1.5M
30	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.8KSH	$1.4M
31	Penobscot Investment Management Company, Inc.	Shares	8.3KSH	$1.4M
32	D.A. DAVIDSON & CO.	Shares	7.4KSH	$1.2M
33	ASR Vermogensbeheer N.V.	Shares	7.0KSH	$1.1M
34	Curated Wealth Partners LLC	Shares	616.5KSH	$1.1M
35	CHICAGO TRUST Co NA	Shares	7.0KSH	$1.1M
36	CARY STREET PARTNERS FINANCIAL LLC	Shares	7.0KSH	$1.1M
37	Kepler Cheuvreux (Suisse) SA	Shares	6.7KSH	$1.1M
38	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	6.7KSH	$1.1M
39	JAMES INVESTMENT RESEARCH, INC.	Shares	6.5KSH	$1.1M
40	Sequoia Financial Advisors, LLC	Shares	6.3KSH	$1.0M
41	Brindle & Bay Financial Advisors, LLC	Shares	6.2KSH	$999.9K
42	Envestnet Portfolio Solutions, Inc.	Shares	5.9KSH	$960.4K
43	ADAMS NATURAL RESOURCES FUND, INC.	Shares	5.4KSH	$876.7K
44	MIZUHO SECURITIES USA LLC	Shares	4.7KSH	$806.9K
45	WINNACLE WEALTH LLC	Shares	4.9KSH	$792.3K
46	First City Capital Management, Inc.	Shares	4.7KSH	$767.9K
47	Aaron Wealth Advisors LLC	Shares	4.6KSH	$749.4K
48	TECTONIC ADVISORS LLC	Shares	4.6KSH	$743.3K
49	Avior Wealth Management, LLC	Shares	4.6KSH	$739.8K
50	HARTFORD INVESTMENT MANAGEMENT CO	Shares	4.3KSH	$691.0K

Scroll to load more

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

50 / 205 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+88.7K	+$14.3M	$15.4M
2	Merit Financial Group, LLC added	Shares	+18.1K	+$2.9M	$3.5M
3	Arbejdsmarkedets Tillaegspension added	Shares	+22.6K	+$2.1M	$28.5M
4	LBP AM SA added	Shares	+12.7K	+$1.5M	$10.1M
5	Curated Wealth Partners LLC new	Shares	+616.5K	+$1.1M	$1.1M
6	Mediolanum International Funds Ltd added	Shares	+4.3K	+$640.7K	$2.8M
7	Revolve Wealth Partners, LLC new	Shares	+3.6K	+$590.6K	$590.6K
8	Sivia Capital Partners, LLC new	Shares	+2.8K	+$451.8K	$451.8K
9	Fideuram Asset Management (Ireland) dac new	Shares	+2.8K	+$446.2K	$446.2K
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.8K	+$270.7K	$3.3M
11	Platform Technology Partners new	Shares	+1.6K	+$265.3K	$265.3K
12	IFM Investors Pty Ltd added	Shares	+2.9K	+$264.1K	$3.6M
13	Brookstone Capital Management new	Shares	+1.4K	+$223.2K	$223.2K
14	Brindle & Bay Financial Advisors, LLC added	Shares	+1.6K	+$217.0K	$999.9K
15	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.3K	+$188.9K	$467.7K
16	Avior Wealth Management, LLC added	Shares	+881	+$105.1K	$739.8K
17	CHICAGO TRUST Co NA added	Shares	+987	+$98.2K	$1.1M
18	ISTHMUS PARTNERS, LLC added	Shares	+476	+$54.5K	$435.7K
19	TECTONIC ADVISORS LLC added	Shares	+547	+$47.3K	$743.3K
20	ARMSTRONG ADVISORY GROUP, INC added	Shares	+286	+$45.1K	$68.0K
21	Roxbury Financial LLC new	Shares	+248	+$40.2K	$40.2K
22	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+247	+$40.1K	$40.1K
23	ELEVATION WEALTH PARTNERS, LLC added	Shares	+171	+$27.5K	$31.8K
24	FRANKLIN STREET ADVISORS INC /NC added	Shares	+299	+$23.2K	$447.6K
25	GREENLEAF TRUST added	Shares	+252	+$22.9K	$323.2K
26	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+129	+$16.4K	$91.7K
27	SJS Investment Consulting Inc. added	Shares	+108	+$15.0K	$57.6K
28	LRI Investments, LLC added	Shares	+89	+$13.7K	$26.5K
29	HIGHLINE WEALTH PARTNERS LLC added	Shares	+40	+$6.4K	$7.3K
30	Marquette Asset Management, LLC added	Shares	+40	+$6.4K	$8.4K
31	EASTERN BANK added	Shares	+95	+$5.6K	$169.7K
32	Creative Capital Management Investments LLC new	Shares	+21	+$3.4K	$3.4K
33	Wealth Enhancement Trust Services, Inc. new	Shares	+18	+$2.9K	$2.9K
34	Nilsine Partners, LLC added	Shares	+37	+$1.8K	$267.7K
35	Cape Investment Advisory, Inc. new	Shares	+5	+$812	$812
36	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+5	+$812	$812
37	WEBSTER BANK, N. A. new	Shares	+5	+$812	$812
38	WestEnd Advisors, LLC new	Shares	+4	+$649	$649
39	Mascoma Wealth Management LLC new	Shares	+3	+$487	$487
40	Hughes Financial Services, LLC added	Shares	+3	+$476	$649
41	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+2	+$325	$325
42	PARK AVENUE SECURITIES LLC new	Shares	+1.6K	+$255	$255
43	CX Institutional added	Shares	+347	+$55	$90
44	AdvisorNet Financial, Inc added	Shares	+14	$0	$38.0K
45	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
46	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$806.9K
47	Morningstar Investment Management LLC unchanged	Shares	0	$0	$502.7K
48	Raleigh Capital Management Inc. unchanged	Shares	0	-$1	$5
49	Financial Life Planners unchanged	Shares	0	-$8	$135
50	Quaker Wealth Management, LLC unchanged	Shares	0	-$10	$163

Scroll to load more