PACKAGING CORP AMER (PKG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 87,423,408 shares against 89,098,299 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.8B | 7,711,541 | 0.03% | 8q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.4B | 5,823,442 | 0.14% | 31q | -10.7%-$166.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 5,803,824 | 0.03% | 2q | HELD |
| STATE STREET CORP | $1.1B | 4,615,464 | 0.03% | 31q | +8.7%+$88.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 4,400,087 | 0.05% | 2q | HELD |
| JPMORGAN CHASE & CO | $882.4M | 3,712,816 | 0.05% | 31q | +8.3%+$67.9M |
| Bank of New York Mellon Corp | $748.1M | 3,139,561 | 0.12% | 31q | +40.4%+$215.4M |
| FIL Ltd | $660.7M | 2,772,813 | 0.47% | 20q | -3.0%-$20.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $593.4M | 2,499,804 | 0.03% | 31q | +0.6%+$3.3M |
| ROYAL BANK OF CANADA | $532.8M | 2,235,961 | 0.08% | 31q | -3.7%-$20.7M |
| AMERICAN CENTURY COMPANIES INC | $479.3M | 2,011,324 | 0.21% | 31q | -2.7%-$13.2M |
| AMERIPRISE FINANCIAL INC | $468.0M | 1,963,732 | 0.09% | 31q | +1.2%+$5.5M |
| VICTORY CAPITAL MANAGEMENT INC | $436.3M | 1,831,180 | 0.24% | 31q | -9.5%-$46.0M |
| MILLENNIUM MANAGEMENT LLC | $403.3M | 1,692,740 | 0.15% | 31q | +51.7%+$137.5M |
| BANK OF AMERICA CORP /DE/ | $379.6M | 1,592,949 | 0.02% | 31q | +4.9%+$17.8M |
| Atlas FRM LLC | $365.2M | 1,532,500 | 15.64% | 16q | HELD |
| Boston Partners | $347.1M | 1,456,806 | 0.31% | 12q | -7.0%-$26.2M |
| MORGAN STANLEY | $329.2M | 1,381,505 | 0.02% | 35q | -8.5%-$30.8M |
| DIMENSIONAL FUND ADVISORS LP | $316.9M | 1,329,859 | 0.06% | 31q | +2.6%+$7.9M |
| Invesco Ltd. | $283.3M | 1,189,046 | 0.02% | 31q | +5.4%+$14.5M |
| Select Equity Group, L.P. | $267.0M | 1,120,539 | 1.32% | 7q | +9.5%+$23.2M |
| NORGES BANK | $256.9M | 1,078,180 | 0.03% | 32q | -6.4%-$17.7M |
| FMR LLC | $240.7M | 1,010,216 | 0.01% | 31q | -15.6%-$44.6M |
| NORTHERN TRUST CORP | $223.4M | 937,616 | 0.03% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $204.7M | 859,097 | 0.03% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $160.6M | 674,177 | 0.01% | 31q | +1.3%+$2.0M |
| DEUTSCHE BANK AG\ | $133.2M | 558,898 | 0.04% | 34q | +116.6%+$71.7M |
| STIFEL FINANCIAL CORP | $132.5M | 555,866 | 0.11% | 31q | -1.3%-$1.7M |
| VANGUARD FIDUCIARY TRUST CO | $118.5M | 497,520 | 0.03% | 2q | -1.1%-$1.4M |
| WELLS FARGO & COMPANY/MN | $117.1M | 491,627 | 0.02% | 31q | HELD |
| Tidal Investments LLC | $115.7M incl. $1.3M options CALL | 479,800 | 0.20% | 23q | +12.0%+$12.3M |
| PRINCIPAL FINANCIAL GROUP INC | $115.0M | 482,542 | 0.06% | 31q | HELD |
| UBS Group AG | $111.4M | 467,693 | 0.01% | 31q | +4.1%+$4.3M |
| Legal & General Group Plc | $109.0M | 457,325 | 0.02% | 31q | -5.8%-$6.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $100.7M | 422,628 | 0.02% | 10q | -3.5%-$3.7M |
| T. Rowe Price Investment Management, Inc. | $88.9M | 373,027 | 0.06% | 4q | -0.9%-$773.7K |
| AQR CAPITAL MANAGEMENT LLC | $87.6M | 369,579 | 0.03% | 31q | -22.4%-$25.2M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $84.9M | 356,291 | 0.28% | 3q | +17.3%+$12.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $84.7M | 355,504 | 0.02% | 31q | +3.7%+$3.0M |
| Pictet Asset Management Holding SA | $80.2M | 336,686 | 0.08% | 12q | +2.4%+$1.9M |
| REGIONS FINANCIAL CORP | $79.2M | 332,537 | 0.47% | 31q | -2.2%-$1.8M |
| CITIGROUP INC | $71.4M | 299,592 | 0.02% | 31q | +65.0%+$28.1M |
| Bahl & Gaynor LLC | $68.1M | 285,998 | 0.31% | 14q | +5.2%+$3.4M |
| RAYMOND JAMES FINANCIAL INC | $67.8M | 284,404 | 0.02% | 7q | +15.3%+$9.0M |
| WESTWOOD HOLDINGS GROUP INC | $67.7M | 283,923 | 0.51% | 4q | -31.7%-$31.4M |
| NEUBERGER BERMAN GROUP LLC | $66.5M | 279,225 | 0.04% | 31q | +27.4%+$14.3M |
| Amundi | $66.5M | 279,069 | 0.02% | 21q | +13.6%+$8.0M |
| CITADEL ADVISORS LLC | $65.7M incl. $14.9M options CALL+PUT | 213,281 | 0.01% | 31q | -25.7%-$22.7M |
| Nuveen, LLC | $65.6M | 275,459 | 0.02% | 6q | -1.0%-$659.3K |
| Balyasny Asset Management L.P. | $64.9M | 272,208 | 0.08% | 12q | +0.7%+$457.7K |
| Summit Financial Strategies, Inc. | $63.2M | 265,099 | 4.43% | 27q | +7.9%+$4.6M |
| EARNEST PARTNERS LLC | $60.5M | 253,957 | 0.22% | 31q | -1.9%-$1.2M |
| Swiss National Bank | $59.8M | 251,100 | 0.03% | 31q | -4.9%-$3.1M |
| HighTower Advisors, LLC | $57.5M | 241,237 | 0.06% | 31q | +0.8%+$443.0K |
| FIRST TRUST ADVISORS LP | $56.8M | 238,505 | 0.03% | 31q | -10.8%-$6.9M |
| SCOPUS ASSET MANAGEMENT, L.P. | $55.4M | 232,700 | 0.78% | 7q | -4.1%-$2.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $51.4M | 215,545 | 0.03% | 31q | +4.8%+$2.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $50.8M | 213,232 | 0.03% | 2q | +16.8%+$7.3M |
| Retirement Systems of Alabama | $50.5M | 212,145 | 0.15% | 31q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $50.3M | 211,242 | 0.03% | 31q | -1.8%-$945.5K |
| ENVESTNET ASSET MANAGEMENT INC | $49.7M | 208,575 | 0.01% | 31q | -2.5%-$1.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $49.6M | 208,220 | 0.07% | 16q | -25.6%-$17.0M |
| BNP PARIBAS FINANCIAL MARKETS | $47.3M | 198,462 | 0.02% | 31q | +28.5%+$10.5M |
| DekaBank Deutsche Girozentrale | $46.3M | 221,172 | 0.08% | 31q | HELD |
| Vanguard Global Advisers, LLC | $45.5M | 191,008 | 0.02% | 2q | -2.2%-$1.0M |
| BARCLAYS PLC | $44.1M | 185,256 | 0.01% | 31q | -22.5%-$12.8M |
| RHUMBLINE ADVISERS | $44.1M | 185,186 | 0.03% | 31q | HELD |
| HSBC HOLDINGS PLC | $39.0M | 163,555 | 0.02% | 31q | +2.6%+$991.7K |
| CONNING INC. | $38.4M | 161,187 | 1.15% | 7q | +1.3%+$474.4K |
| California Public Employees Retirement System | $36.7M | 153,930 | 0.02% | 31q | HELD |
| LPL Financial LLC | $35.9M | 150,773 | 0.01% | 31q | +9.0%+$3.0M |
| Cinctive Capital Management LP | $34.5M | 144,946 | 1.27% | new | NEW |
| Gotham Asset Management, LLC | $34.5M | 144,889 | 0.08% | 22q | +68.9%+$14.1M |
| AE Wealth Management LLC | $32.3M | 135,609 | 0.15% | 30q | +5346.1%+$31.7M |
| Quantinno Capital Management LP | $30.4M | 127,515 | 0.04% | 25q | +12.8%+$3.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $30.1M incl. $26.5M options CALL+PUT | 14,922 | 0.00% | 31q | -79.0%-$113.0M |
| Russell Investments Group, Ltd. | $29.6M | 124,292 | 0.03% | 31q | HELD |
| NATIXIS ADVISORS, LLC | $28.2M | 118,332 | 0.03% | 31q | +4.4%+$1.2M |
| Zurich Insurance Group Ltd/FI | $26.9M | 113,068 | 0.19% | 2q | +127.3%+$15.1M |
| PEAPACK GLADSTONE FINANCIAL CORP | $26.1M | 109,372 | 0.30% | 31q | HELD |
| FIFTH THIRD BANCORP | $25.9M | 108,515 | 0.04% | 31q | -0.7%-$191.8K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $24.7M | 103,608 | 0.02% | 31q | HELD |
| STRS OHIO | $23.2M | 97,233 | 0.09% | 31q | +7.7%+$1.6M |
| CANADA LIFE ASSURANCE Co | $22.8M | 95,953 | 0.04% | 31q | -14.9%-$4.0M |
| BANK OF MONTREAL /CAN/ | $22.2M | 93,040 | 0.01% | 31q | +58.7%+$8.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $21.0M | 88,364 | 0.03% | 7q | HELD |
| FRANKLIN RESOURCES INC | $20.8M | 87,427 | 0.00% | 31q | -39.6%-$13.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $20.0M | 84,094 | 0.03% | 3q | -12.3%-$2.8M |
| ALLIANCEBERNSTEIN L.P. | $19.9M | 93,550 | 0.01% | 31q | HELD |
| SEI INVESTMENTS CO | $19.7M | 82,657 | 0.02% | 31q | -9.6%-$2.1M |
| LOOMIS SAYLES & CO L P | $19.4M | 81,485 | 0.02% | 31q | -9.4%-$2.0M |
| PICTON MAHONEY ASSET MANAGEMENT | $19.1M | 80,246 | 0.14% | 8q | +30.9%+$4.5M |
| Jain Global LLC | $19.1M | 80,116 | 0.08% | 3q | -38.7%-$12.0M |
| Tredje AP-fonden | $18.9M | 79,109 | 0.09% | 16q | +105.9%+$9.7M |
| NATIONAL BANK OF CANADA /FI/ | $18.7M | 78,544 | 0.01% | 19q | +184.2%+$12.1M |
| JONES FINANCIAL COMPANIES LLLP | $18.3M | 75,766 | 0.01% | 9q | +4.9%+$850.5K |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $18.2M | 76,378 | 0.06% | new | NEW |
| Corient Private Wealth LP | $18.2M | 76,290 | 0.03% | 15q | -3.4%-$644.5K |
| PNC Financial Services Group, Inc. | $17.3M | 72,612 | 0.01% | 31q | -1.4%-$251.9K |
| TWO SIGMA INVESTMENTS, LP | $17.0M | 71,476 | 0.01% | 10q | -71.2%-$42.1M |
Showing the largest 100 of 909 reported holders.
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Hassfurther Thomas A | President | Sold | 12,531 | $3.1M |
| 2026-08-20 | Shirley Donald R. | Exec. VP | Sold | 12,000 | $3.0M |
| 2026-08-05 | Hassfurther Thomas A | President | Sold | 8,797 | $2.3M |
| 2026-05-27 | KOWLZAN MARK W | Chairman & CEO | Sold | 9,266 | $2.0M |
| 2026-08-07 | Hassfurther Thomas A | President | Sold | 7,063 | $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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 312 | $616.3M | 2,680,321 | 29 | 97 | 83 | 0.0% |
| Q2 2026 | 909 | $20.9B | 87,423,408 | 93 | 320 | 272 | 0.3% |
| Q1 2026 | 885 | $18.3B | 85,884,283 | 93 | 299 | 267 | 0.3% |
| Q4 2025 | 874 | $18.1B | 87,536,552 | 71 | 269 | 306 | 0.1% |
| Q3 2025 | 863 | $19.2B | 88,000,299 | 116 | 284 | 249 | 0.2% |
| Q2 2025 | 844 | $16.0B | 84,558,466 | 77 | 296 | 284 | 0.2% |
| Q1 2025 | 862 | $16.3B | 82,019,635 | 70 | 296 | 313 | 0.3% |
| Q4 2024 | 910 | $18.5B | 81,923,113 | 97 | 294 | 279 | 0.4% |
| Q3 2024 | 825 | $18.0B | 83,313,144 | 106 | 259 | 267 | 0.4% |
| Q2 2024 | 780 | $15.4B | 83,979,795 | 60 | 277 | 257 | 0.5% |
| Q1 2024 | 785 | $16.4B | 85,847,369 | 97 | 246 | 267 | 0.7% |
| Q4 2023 | 749 | $14.1B | 85,349,156 | 98 | 234 | 228 | 1.1% |
| Q3 2023 | 654 | $12.6B | 81,120,891 | 55 | 211 | 212 | 1.1% |
| Q2 2023 | 658 | $11.0B | 82,540,132 | 58 | 192 | 260 | 0.4% |
| Q1 2023 | 663 | $11.7B | 83,901,483 | 62 | 239 | 203 | 0.5% |
| Q4 2022 | 666 | $10.4B | 81,286,227 | 77 | 196 | 237 | 0.3% |
| Q3 2022 | 603 | $30.5B | 427,294,909 | 58 | 215 | 206 | 0.2% |
| Q2 2022 | 637 | $38.1B | 337,511,251 | 78 | 225 | 194 | 0.1% |
| Q1 2022 | 617 | $49.3B | 315,264,747 | 89 | 212 | 180 | 0.2% |
| Q4 2021 | 594 | $44.2B | 324,301,405 | 46 | 184 | 198 | 0.1% |
| Q3 2021 | 586 | $36.6B | 265,308,624 | 53 | 183 | 204 | 0.2% |
| Q2 2021 | 584 | $27.7B | 203,920,127 | 55 | 199 | 178 | 0.3% |
| Q1 2021 | 578 | $36.8B | 273,621,773 | 73 | 164 | 205 | 0.1% |
| Q4 2020 | 579 | $44.0B | 318,331,858 | 73 | 166 | 204 | 0.1% |
| Q3 2020 | 532 | $29.2B | 267,553,272 | 59 | 171 | 167 | 0.1% |
| Q2 2020 | 537 | $26.7B | 266,799,315 | 67 | 183 | 182 | 0.1% |
| Q1 2020 | 524 | $25.4B | 292,146,964 | 54 | 162 | 204 | 0.1% |
| Q4 2019 | 582 | $36.4B | 324,989,137 | 54 | 161 | 190 | 0.1% |
| Q3 2019 | 561 | $33.9B | 318,638,014 | 60 | 167 | 222 | 0.2% |
| Q2 2019 | 566 | $30.2B | 314,817,430 | 52 | 183 | 210 | 0.5% |
| Q1 2019 | 583 | $37.6B | 377,649,779 | 73 | 200 | 179 | 0.3% |
| Q4 2018 | 567 | $25.8B | 308,734,526 | 7 | 9 | 10 | 0.2% |
