Filing Research | SON - SONOCO PRODS CO Institutional Holdings

Snapshot holdings

50 / 111 loaded

#		Instrument	quantity
1	Sound Income Strategies, LLC	Shares	309.5KSH	$17.4M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	186.3KSH	$10.5M
3	Swedbank AB	Shares	126.5KSH	$7.1M
4	SALEM INVESTMENT COUNSELORS INC	Shares	107.3KSH	$6.0M
5	WASATCH ADVISORS LP	Shares	81.2KSH	$4.6M
6	ROWLANDMILLER & PARTNERS.ADV	Shares	60.1KSH	$3.4M
7	Synergy Asset Management, LLC	Shares	53.9KSH	$3.0M
8	NAPLES GLOBAL ADVISORS, LLC	Shares	51.3KSH	$2.9M
9	Police & Firemen's Retirement System of New Jersey	Shares	44.7KSH	$2.5M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.9KSH	$2.5M
11	PensionDanmark Pensionsforsikringsaktieselskab	Shares	41.5KSH	$2.3M
12	ALLEN WEALTH MANAGEMENT, LLC	Shares	36.2KSH	$2.0M
13	Westhampton Capital, LLC	Shares	33.9KSH	$1.9M
14	DAVENPORT & Co LLC	Shares	31.2KSH	$1.8M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	29.1KSH	$1.6M
16	Louisiana State Employees Retirement System	Shares	28.9KSH	$1.6M
17	Sequoia Financial Advisors, LLC	Shares	27.7KSH	$1.6M
18	D.A. DAVIDSON & CO.	Shares	27.3KSH	$1.5M
19	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	23.8KSH	$1.3M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	23.7KSH	$1.3M
21	Curbstone Financial Management Corp	Shares	23.0KSH	$1.3M
22	FIRST CITIZENS BANK & TRUST CO	Shares	20.2KSH	$1.1M
23	Foster Victor Wealth Advisors, LLC	Shares	20.4KSH	$1.1M
24	Envestnet Portfolio Solutions, Inc.	Shares	18.9KSH	$1.1M
25	BENJAMIN EDWARDS INC	Shares	18.6KSH	$1.0M
26	Trust Co of the South	Shares	18.2KSH	$1.0M
27	Capital Investment Advisory Services, LLC	Shares	17.8KSH	$1.0M
28	Essex Bank	Shares	16.7KSH	$939.1K
29	Merit Financial Group, LLC	Shares	13.0KSH	$732.3K
30	Linden Thomas Advisory Services, LLC	Shares	12.8KSH	$719.9K
31	Cascade Investment Advisors, Inc.	Shares	12.6KSH	$711.3K
32	STEPH & CO	Shares	11.7KSH	$659.7K
33	Evanson Financial, LLC	Shares	2.9KSH	$655.5K
34	Blue Trust, Inc.	Shares	11.6KSH	$654.3K
35	EQUITABLE TRUST CO	Shares	10.8KSH	$607.6K
36	CoreCap Advisors, LLC	Shares	10.5KSH	$593.2K
37	TRUST CO OF TOLEDO NA /OH/	Shares	10.1KSH	$567.2K
38	IFP Advisors, Inc	Shares	9.7KSH	$547.6K
39	Eastover Investment Advisors LLC	Shares	8.8KSH	$497.6K
40	Fiduciary Alliance LLC	Shares	8.8KSH	$496.0K
41	Poehling Capital Management, INC.	Shares	8.1KSH	$458.4K
42	B.O.S.S. Retirement Advisors, LLC	Shares	7.9KSH	$442.5K
43	SECURIAN ASSET MANAGEMENT, INC	Shares	7.3KSH	$411.3K
44	Abacus Planning Group, Inc.	Shares	7.2KSH	$407.0K
45	Crossmark Global Holdings, Inc.	Shares	7.2KSH	$404.1K
46	Prospera Financial Services Inc	Shares	7.0KSH	$396.2K
47	FIRST HORIZON CORP	Shares	6.3KSH	$356.7K
48	IVC Wealth Advisors LLC	Shares	6.0KSH	$338.9K
49	Abel Hall, LLC	Shares	6.0KSH	$335.4K
50	Burns Matteson Capital Management, LLC	Shares	5.8KSH	$329.6K

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

50 / 117 loaded

#		Instrument
1	Swedbank AB new	Shares	+126.5K	+$7.1M	$7.1M
2	BENJAMIN EDWARDS INC new	Shares	+18.6K	+$1.0M	$1.0M
3	Capital Investment Advisory Services, LLC new	Shares	+17.8K	+$1.0M	$1.0M
4	WASATCH ADVISORS LP added	Shares	+11.1K	+$785.5K	$4.6M
5	IFP Advisors, Inc added	Shares	+7.7K	+$440.9K	$547.6K
6	SALEM INVESTMENT COUNSELORS INC added	Shares	+1.7K	+$336.6K	$6.0M
7	Burns Matteson Capital Management, LLC new	Shares	+5.8K	+$329.6K	$329.6K
8	Sound Income Strategies, LLC trimmed	Shares	-2.2K	+$242.0K	$17.4M
9	OLD NATIONAL BANCORP /IN/ new	Shares	+4.0K	+$223.7K	$223.7K
10	Dickmeyer Boyce Financial Management, Inc. new	Shares	+3.9K	+$221.7K	$221.7K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+1.9K	+$204.0K	$2.5M
12	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-4.7K	+$165.0K	$10.5M
13	STEPH & CO added	Shares	+2.4K	+$154.8K	$659.7K
14	ROWLANDMILLER & PARTNERS.ADV added	Shares	+186	+$146.0K	$3.4M
15	TRUST CO OF TOLEDO NA /OH/ added	Shares	+2.2K	+$141.7K	$567.2K
16	NAPLES GLOBAL ADVISORS, LLC added	Shares	+163	+$124.7K	$2.9M
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.0K	+$114.1K	$123.2K
18	D.A. DAVIDSON & CO. added	Shares	+672	+$98.2K	$1.5M
19	PensionDanmark Pensionsforsikringsaktieselskab unchanged	Shares	0	+$93.8K	$2.3M
20	Louisiana State Employees Retirement System added	Shares	+300	+$81.5K	$1.6M
21	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+510	+$81.5K	$1.3M
22	DAVENPORT & Co LLC added	Shares	+168	+$79.6K	$1.8M
23	Envestnet Portfolio Solutions, Inc. added	Shares	+172	+$52.1K	$1.1M
24	Curbstone Financial Management Corp unchanged	Shares	0	+$52.0K	$1.3M
25	SIGNATUREFD, LLC added	Shares	+765	+$49.8K	$210.6K
26	Cascade Investment Advisors, Inc. added	Shares	+360	+$48.0K	$711.3K
27	FIRST CITIZENS BANK & TRUST CO added	Shares	+16	+$46.5K	$1.1M
28	Westhampton Capital, LLC trimmed	Shares	-600	+$44.2K	$1.9M
29	Trust Co of the South unchanged	Shares	0	+$41.0K	$1.0M
30	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+551	+$37.9K	$202.9K
31	Essex Bank unchanged	Shares	0	+$37.5K	$939.1K
32	Hilltop National Bank added	Shares	+590	+$35.9K	$100.1K
33	Merit Financial Group, LLC added	Shares	+7	+$29.8K	$732.3K
34	Linden Thomas Advisory Services, LLC trimmed	Shares	-14	+$28.1K	$719.9K
35	Eastover Investment Advisors LLC unchanged	Shares	0	+$20.0K	$497.6K
36	Poehling Capital Management, INC. unchanged	Shares	0	+$18.4K	$458.4K
37	Fiduciary Alliance LLC added	Shares	+144	+$18.2K	$496.0K
38	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$18.0K	$411.3K
39	ALLEN WEALTH MANAGEMENT, LLC trimmed	Shares	-1.2K	+$16.7K	$2.0M
40	Prospera Financial Services Inc added	Shares	+11	+$16.5K	$396.2K
41	B.O.S.S. Retirement Advisors, LLC trimmed	Shares	-24	+$16.5K	$442.5K
42	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$16.2K	$404.1K
43	FIRST HORIZON CORP unchanged	Shares	0	+$14.3K	$356.7K
44	Baker Ellis Asset Management LLC trimmed	Shares	-5	+$11.7K	$298.8K
45	SJS Investment Consulting Inc. added	Shares	+165	+$9.3K	$9.9K
46	Sequoia Financial Advisors, LLC trimmed	Shares	-1.0K	+$7.0K	$1.6M
47	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$5.1K	$127.4K
48	LRI Investments, LLC added	Shares	+52	+$4.5K	$41.2K
49	Abacus Planning Group, Inc. trimmed	Shares	-229	+$4.0K	$407.0K
50	JFS WEALTH ADVISORS, LLC added	Shares	+52	+$3.0K	$5.6K

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