Who holds PKGticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PACKAGING CORP AMER · COM · quarter ended 2026-03-31 · 10 members disclosed PKG ↗

635

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$13.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

303

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PKG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.6B	7,706,574	−75,742	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	5,802,254	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$930M	4,380,570	—	no prior
4	STATE STREET CORP	$906M	4,244,444	+58,683	add
5	FIL Ltd	$607M	2,857,923	+64,987	add
6	ROYAL BANK OF CANADA	$493M	2,323,010	+467,590	add
7	AMERICAN CENTURY COMPANIES INC	$439M	2,066,537	−89,937	trim
8	VICTORY CAPITAL MANAGEMENT INC	$430M	2,024,118	−285,294	trim
9	Boston Partners	$332M	1,566,890	−67,669	trim
10	Atlas FRM LLC	$325M	1,532,500	+542,500	add
11	BANK OF AMERICA CORP /DE/	$322M	1,518,100	+39,118	add
12	MORGAN STANLEY	$321M	1,510,560	+217,200	add
13	DIMENSIONAL FUND ADVISORS LP	$275M	1,296,667	+32,698	add
14	FMR LLC	$254M	1,197,395	+15,277	add
15	Invesco Ltd.	$239M	1,128,390	+48,858	add
16	MILLENNIUM MANAGEMENT LLC	$237M	1,115,665	−709,142	trim
17	Select Equity Group, L.P.	$217M	1,023,041	+535,943	add
18	NORTHERN TRUST CORP	$200M	940,349	−110,952	trim
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$183M	860,430	−2,618,075	trim
20	STIFEL FINANCIAL CORP	$119M	563,022	+8,884	add
21	VANGUARD FIDUCIARY TRUST CO	$107M	503,234	—	no prior
22	WELLS FARGO & COMPANY/MN	$104M	492,043	+41,046	add
23	Legal & General Group Plc	$103M	485,717	−5,368	trim
24	PRINCIPAL FINANCIAL GROUP INC	$102M	480,396	−12,325	trim
25	AQR CAPITAL MANAGEMENT LLC	$100M	476,131	−374,286	trim
26	UBS Group AG	$95.4M	449,481	−318,977	trim
27	WELLINGTON MANAGEMENT GROUP LLP	$93.0M	438,046	+16,842	add
28	Tidal Investments LLC	$91.0M	428,577	+421,855	add
29	WESTWOOD HOLDINGS GROUP INC	$88.3M	415,851	−14,174	trim
30	PFA Pension, Forsikringsaktieselskab	$76.7M	361,466	+361,466	new
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$72.8M	342,949	−3,626	trim
32	REGIONS FINANCIAL CORP	$72.1M	339,890	−3,069	trim
33	Pictet Asset Management Holding SA	$69.7M	328,650	−11,401	trim
34	WESTFIELD CAPITAL MANAGEMENT CO LP	$64.5M	303,771	+18,857	add
35	CITADEL ADVISORS LLC	$60.9M	286,969	+198,798	add
36	ADAGE CAPITAL PARTNERS GP, L.L.C.	$59.4M	279,700	+274,000	add
37	Nuveen, LLC	$59.0M	278,226	+9,798	add
38	BALYASNY ASSET MANAGEMENT L.P.	$57.4M	270,287	−712,929	trim
39	FIRST TRUST ADVISORS LP	$56.7M	267,362	−96,630	trim
40	Swiss National Bank	$56.0M	264,100	+17,500	add
41	EARNEST PARTNERS LLC	$55.0M	258,975	−8,110	trim
42	DEUTSCHE BANK AG\	$54.8M	258,055	+32,490	add
43	TWO SIGMA INVESTMENTS, LP	$52.6M	248,073	+241,092	add
44	RAYMOND JAMES FINANCIAL INC	$52.3M	246,560	+6,451	add
45	Amundi	$52.1M	245,699	+1,634	add
46	Summit Financial Strategies, Inc.	$52.1M	245,657	+2,404	add
47	SCOPUS ASSET MANAGEMENT, L.P.	$51.5M	242,700	−5,000	trim
48	HighTower Advisors, LLC	$50.8M	239,378	+7,752	add
49	BARCLAYS PLC	$50.7M	239,083	+21,882	add
50	ENVESTNET ASSET MANAGEMENT INC	$45.4M	213,955	+4,452	add
51	Retirement Systems of Alabama	$45.1M	212,522	−33	trim
52	Qube Research & Technologies Ltd	$45.0M	211,987	−348,212	trim
53	Mitsubishi UFJ Asset Management Co., Ltd.	$43.7M	205,765	+13,419	add
54	Vanguard Global Advisers, LLC	$41.4M	195,250	—	no prior
55	VANGUARD ASSET MANAGEMENT, Ltd	$38.7M	182,538	—	no prior
56	CITIGROUP INC	$38.5M	181,593	+86,716	add
57	CONNING INC.	$33.8M	159,196	+2,427	add
58	HSBC HOLDINGS PLC	$33.8M	159,392	−132,392	trim
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$32.6M	153,476	−3,830	trim
60	FRANKLIN RESOURCES INC	$30.7M	144,667	+52,020	add
61	LPL Financial LLC	$29.4M	138,319	+5,012	add
62	Jain Global LLC	$27.7M	130,599	−165,235	trim
63	Schonfeld Strategic Advisors LLC	$24.7M	116,603	+86,416	add
64	Quantinno Capital Management LP	$24.0M	113,026	+741	add
65	FIFTH THIRD BANCORP	$23.2M	109,320	+33,419	add
66	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$20.4M	95,925	+95,925	new
67	SEI INVESTMENTS CO	$19.4M	91,465	−4,103	trim
68	ALLIANCEBERNSTEIN L.P.	$19.3M	93,793	−1,855	trim
69	Albar Capital Partners LLP	$18.9M	88,935	−94,808	trim
70	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.8M	88,786	−44,959	trim
71	Gotham Asset Management, LLC	$18.2M	85,807	−299	trim
72	Susquehanna Portfolio Strategies, LLC	$17.1M	80,558	+19,124	add
73	Corient Private Wealth LLC	$16.7M	78,995	−115,791	trim
74	Cannell & Spears LLC	$16.2M	76,514	−9,472	trim
75	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$15.1M	71,009	+28,788	add
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$14.5M	68,527	+432	add
77	STATE OF WISCONSIN INVESTMENT BOARD	$14.5M	68,151	−4,075	trim
78	COMMERCE BANK	$14.2M	66,723	−2,226	trim
79	SCHRODER INVESTMENT MANAGEMENT GROUP	$13.9M	66,609	−3,989	trim
80	PICTON MAHONEY ASSET MANAGEMENT	$13.0M	61,282	+61,277	add
81	UniSuper Management Pty Ltd	$12.6M	59,598	−943	trim
82	BANK OF MONTREAL /CAN/	$12.4M	58,616	−9,992	trim
83	STEPHENS INC /AR/	$12.4M	58,250	+505	add
84	LMCG INVESTMENTS, LLC	$12.1M	56,814	+1,928	add
85	M&T BANK CORP	$12.0M	56,381	−963	trim
86	GHP Investment Advisors, Inc.	$11.7M	55,231	−95	trim
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.7M	55,053	−3,011	trim
88	QRG CAPITAL MANAGEMENT, INC.	$11.5M	54,259	+3,023	add
89	HFR Wealth Management, LLC	$11.4M	53,941	−957	trim
90	Moran Wealth Management, LLC	$11.3M	53,419	−2,206	trim
91	Concentric Capital Strategies, LP	$11.2M	52,959	+43,721	add
92	BANQUE PICTET & CIE SA	$11.2M	52,731	−687	trim
93	Cetera Investment Advisers	$11.0M	51,739	+240	add
94	Leeward Investments, LLC - MA	$11.0M	51,684	+4,123	add
95	SKBA CAPITAL MANAGEMENT LLC	$10.8M	50,657	0	no change
96	Zurich Insurance Group Ltd/FI	$10.6M	49,735	+49,735	new
97	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$10.4M	49,202	+17,137	add
98	JANE STREET GROUP, LLC	$10.4M	48,938	+43,926	add
99	Asset Management One Co., Ltd.	$10.0M	47,237	+7,397	add
100	DIVERSIFY WEALTH MANAGEMENT, LLC	$10.0M	46,130	+30	add
101	Teamwork Financial Advisors, LLC	$9.7M	45,756	+45,756	new
102	HEARTLAND ADVISORS INC	$9.5M	44,805	+5,660	add
103	Vanguard Investments Australia, Ltd.	$9.5M	44,554	—	no prior
104	Chevy Chase Trust Holdings, LLC	$9.3M	44,052	−1,282	trim
105	Kestra Advisory Services, LLC	$9.2M	43,168	+399	add
106	MML INVESTORS SERVICES, LLC	$9.1M	43,074	+15,779	add
107	PRUDENTIAL FINANCIAL INC	$9.1M	42,810	−1,031	trim
108	TRUIST FINANCIAL CORP	$9.1M	42,774	−744	trim
109	MACKENZIE FINANCIAL CORP	$9.1M	42,719	+27,127	add
110	NAPLES GLOBAL ADVISORS, LLC	$9.0M	42,379	−387	trim
111	Aberdeen Group plc	$9.0M	42,505	+680	add
112	BENJAMIN EDWARDS INC	$8.3M	39,197	+2,140	add
113	Tredje AP-fonden	$8.2M	38,412	+26,412	add
114	Korea Investment CORP	$8.0M	37,690	−18,449	trim
115	Y-Intercept (Hong Kong) Ltd	$7.9M	37,379	+37,379	new
116	APG Asset Management N.V.	$7.9M	42,976	−4,913	trim
117	Lighthouse Investment Partners, LLC	$7.9M	37,026	−9,844	trim
118	MERCER GLOBAL ADVISORS INC /ADV	$7.8M	36,574	−28,553	trim
119	Allianz Asset Management GmbH	$7.7M	36,476	−62,048	trim
120	NOMURA ASSET MANAGEMENT CO LTD	$7.7M	36,140	+244	add
121	US BANCORP \DE\	$7.5M	35,372	−1,592	trim
122	Squarepoint Ops LLC	$7.4M	34,683	+32,301	add
123	Ellsworth Advisors, LLC	$7.3M	34,342	+1,285	add
124	Channing Capital Management, LLC	$7.3M	34,312	−3,506	trim
125	TD ASSET MANAGEMENT INC	$6.8M	31,915	+644	add
126	Creative Planning	$6.7M	31,442	+9,971	add
127	Verition Fund Management LLC	$6.6M	31,177	−50,903	trim
128	Monte Financial Group, LLC	$6.6M	31,169	+2,518	add
129	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$6.5M	30,556	−9,170	trim
130	Lansforsakringar Fondforvaltning AB (publ)	$6.3M	29,780	−144	trim
131	State of New Jersey Common Pension Fund D	$6.1M	28,606	+45	add
132	Hudson Bay Capital Management LP	$6.0M	28,376	+2,970	add
133	XTX Topco Ltd	$6.0M	28,196	+28,196	new
134	NATIONAL BANK OF CANADA /FI/	$5.9M	27,637	−22,096	trim
135	CIBC Bancorp USA Inc.	$5.8M	27,427	—	no prior
136	Resona Asset Management Co.,Ltd.	$5.8M	27,222	+251	add
137	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.7M	29,414	+490	add
138	NewSquare Capital LLC	$5.7M	26,863	−61	trim
139	TORONTO DOMINION BANK	$5.6M	26,262	−3,663	trim
140	GUYASUTA INVESTMENT ADVISORS INC	$5.6M	26,208	−1,307	trim
141	Mirae Asset Global Investments Co., Ltd.	$5.4M	25,494	−83,144	trim
142	CREDIT AGRICOLE S A	$5.4M	25,481	−20,824	trim
143	Catherine Avery Investment Management LLC	$5.4M	25,223	+9,204	add
144	STOREBRAND ASSET MANAGEMENT AS	$5.4M	25,214	—	no prior
145	ROYAL LONDON ASSET MANAGEMENT LTD	$5.3M	25,142	−2,786	trim
146	Arizona State Retirement System	$5.2M	24,449	−245	trim
147	Czech National Bank	$5.2M	24,340	+775	add
148	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.1M	24,263	0	no change
149	Voleon Capital Management LP	$5.1M	23,822	−8,343	trim
150	Cerity Partners LLC	$5.0M	23,495	−3,325	trim
151	Concurrent Investment Advisors, LLC	$5.0M	23,394	+4,553	add
152	GRIMES & Co WEALTH MANAGEMENT, LLC	$4.9M	23,321	+706	add
153	CIBC Asset Management Inc	$4.9M	23,109	−84	trim
154	SEB Asset Management AB	$4.9M	23,074	—	no prior
155	Weiss Asset Management LP	$4.8M	22,654	+18,191	add
156	Covalis Capital LLP	$4.8M	22,448	+22,448	new
157	Aptus Capital Advisors, LLC	$4.7M	22,063	−650	trim
158	IFM Investors Pty Ltd	$4.6M	21,778	+4,135	add
159	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.6M	21,707	+21,707	new
160	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.5M	21,400	+7,336	add
161	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.4M	20,818	+30	add
162	USS Investment Management Ltd	$4.4M	20,667	+2,603	add
163	PANAGORA ASSET MANAGEMENT INC	$4.3M	20,456	+69	add
164	BNC WEALTH MANAGEMENT, LLC	$4.3M	20,333	+20,333	new
165	Emerald Investment Advisers, LLC	$4.2M	19,790	—	no prior
166	Rockefeller Capital Management L.P.	$4.1M	19,399	−719	trim
167	CWM, LLC	$4.1M	19,207	−640	trim
168	COMMONWEALTH EQUITY SERVICES, LLC	$4.1M	19,105	−1,274	trim
169	VOYA INVESTMENT MANAGEMENT LLC	$3.9M	18,527	−91	trim
170	AVIVA PLC	$3.9M	18,298	+263	add
171	Rokos Capital Management LLP	$3.8M	17,986	+17,986	new
172	Pathstone Holdings, LLC	$3.8M	17,883	−304	trim
173	NewEdge Advisors, LLC	$3.8M	17,760	+17,760	new
174	Dai-ichi Life Insurance Company, Ltd	$3.8M	17,729	−1,780	trim
175	Woodline Partners LP	$3.7M	17,529	−88,846	trim
176	Sanctuary Advisors, LLC	$3.7M	17,236	+861	add
177	Ensign Peak Advisors, Inc	$3.6M	17,184	+6,160	add
178	J. Goldman & Co LP	$3.6M	17,090	+17,090	new
179	Legato Capital Management LLC	$3.6M	17,000	+7,138	add
180	GUGGENHEIM CAPITAL LLC	$3.6M	16,735	+72	add
181	Carnegie Investment Counsel	$3.5M	16,644	+455	add
182	CAMBIAR INVESTORS LLC	$3.5M	16,513	−5,239	trim
183	ProShare Advisors LLC	$3.4M	16,235	−9,370	trim
184	OMERS ADMINISTRATION Corp	$3.4M	15,937	+2,191	add
185	Daiwa Securities Group Inc.	$3.3M	15,412	+917	add
186	XPONANCE LLC	$3.2M	15,266	+2,165	add
187	Steward Partners Investment Advisory, LLC	$3.2M	15,257	+13,428	add
188	Metis Global Partners, LLC	$3.2M	15,231	−106	trim
189	OSAIC HOLDINGS, INC.	$3.2M	15,050	+3,179	add
190	Dayah Capital LLC	$3.2M	15,000	—	no prior
191	Waverly Advisors, LLC	$3.1M	14,548	+189	add
192	Utah Retirement Systems	$3.0M	14,336	−287	trim
193	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.0M	14,328	+2,807	add
194	ABN AMRO INVESTMENT SOLUTIONS	$3.0M	14,072	+2,224	add
195	Baird Financial Group, Inc.	$2.9M	13,598	+13,598	new
196	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.9M	13,461	+345	add
197	Trexquant Investment LP	$2.8M	13,386	+13,386	new
198	Rakuten Investment Management, Inc.	$2.8M	13,294	+1,511	add
199	Graves Light Lenhart Wealth, Inc.	$2.8M	12,978	0	no change
200	Texas Yale Capital Corp.	$2.7M	12,952	0	no change
201	Illinois Municipal Retirement Fund	$2.7M	12,708	−2,685	trim
202	FINANCIAL ADVISORY PARTNERS, LLC	$2.7M	12,566	+91	add
203	Northwest & Ethical Investments L.P.	$2.7M	12,611	+12,611	new
204	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.6M	12,400	−3,541	trim
205	BANK OF NOVA SCOTIA	$2.6M	12,359	−1,666	trim
206	MACQUARIE GROUP LTD	$2.6M	12,175	−9,678	trim
207	NEOS Investment Management LLC	$2.6M	12,156	+10,350	add
208	Vanguard Personalized Indexing Management, LLC	$2.6M	12,122	+642	add
209	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.5M	11,731	+166	add
210	Wealthfront Advisers LLC	$2.5M	11,730	+676	add
211	MV CAPITAL MANAGEMENT, INC.	$2.4M	11,477	+16	add
212	CIM, LLC	$2.4M	11,317	−25	trim
213	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.4M	11,287	0	no change
214	AZZAD ASSET MANAGEMENT INC /ADV	$2.4M	11,225	+3,749	add
215	Vivid Wealth Management, LLC	$2.3M	11,039	+11,039	new
216	HB Wealth Management, LLC	$2.3M	10,844	+518	add
217	LMG Wealth Partners, LLC	$2.2M	10,597	+348	add
218	OLD NATIONAL BANCORP /IN/	$2.2M	10,416	−1,442	trim
219	LOWE BROCKENBROUGH & CO INC	$2.2M	10,391	−533	trim
220	Aperture Investors, LLC	$2.2M	10,390	−5,167	trim
221	INCEPTIONR LLC	$2.2M	10,324	+8,995	add
222	SHUTTLEWORTH & Co	$2.2M	10,287	+147	add
223	Empowered Funds, LLC	$2.2M	10,280	+10,280	new
224	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.2M	10,244	+10,244	new
225	Perbak Capital Partners LLP	$2.2M	10,156	+7,925	add
226	BURNEY CO/	$2.1M	10,078	−30	trim
227	Atria Investments, Inc	$2.1M	9,995	+1,068	add
228	Janus Henderson Group Ltd.	$2.1M	9,682	−535	trim
229	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$2.0M	9,650	+9,650	new
230	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.0M	9,503	−92	trim
231	Weaver C. Barksdale & Associates, Inc.	$2.0M	9,499	+537	add
232	Curated Wealth Partners LLC	$2.0M	9,450	0	no change
233	Avanza Fonder AB	$2.0M	9,445	0	no change
234	LETSON INVESTMENT MANAGEMENT, INC.	$2.0M	9,439	−9	trim
235	OP Asset Management Ltd	$2.0M	9,431	—	no prior
236	Talon Private Wealth, LLC	$2.0M	9,309	—	no prior
237	VCI Wealth Management LLC	$1.9M	9,105	−596	trim
238	Bank Julius Baer & Co. Ltd, Zurich	$1.9M	9,145	−986	trim
239	QUADRANT CAPITAL GROUP LLC	$1.9M	9,007	+56	add
240	NORDEA INVESTMENT MANAGEMENT AB	$1.9M	9,015	+170	add
241	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.9M	8,819	+6,399	add
242	Brookstone Capital Management	$1.9M	8,808	−838	trim
243	&PARTNERS	$1.8M	8,455	−479	trim
244	Portfolio Design Labs, LLC	$1.8M	8,327	−112	trim
245	Charles Schwab Trust Co	$1.7M	8,243	0	no change
246	Linden Thomas Advisory Services, LLC	$1.7M	8,050	+433	add
247	VestGen Advisors, LLC	$1.7M	7,737	+7,737	new
248	Eurizon Capital SGR S.p.A.	$1.7M	7,986	+222	add
249	Investment Management Corp of Ontario	$1.7M	7,975	+300	add
250	Beverly Hills Private Wealth, LLC	$1.7M	7,968	−561	trim
251	Ascent Group, LLC	$1.7M	7,955	−121	trim
252	Swiss Life Asset Management Ltd	$1.7M	7,880	+1,636	add
253	WESTPAC BANKING CORP	$1.6M	7,497	+6,963	add
254	Sequoia Financial Advisors, LLC	$1.5M	7,266	+447	add
255	Southeast Asset Advisors, LLC	$1.5M	7,208	+2,188	add
256	Vise Technologies, Inc.	$1.5M	7,334	0	no change
257	RW Investment Management LLC	$1.5M	7,074	—	no prior
258	Oak Thistle LLC	$1.5M	6,986	+6,986	new
259	Vident Advisory, LLC	$1.5M	6,902	+895	add
260	Lombard Odier Asset Management (Switzerland) SA	$1.5M	6,900	+6,900	new
261	Prospera Financial Services Inc	$1.4M	6,748	+37	add
262	Summit Trail Advisors, LLC	$1.4M	6,614	+1,300	add
263	HANOVER ADVISORS INC	$1.4M	6,423	0	no change
264	JGP Wealth Management, LLC	$1.4M	6,381	−16	trim
265	Lido Advisors, LLC	$1.3M	6,166	+4,532	add
266	Dana Investment Advisors, Inc.	$1.3M	6,155	−298	trim
267	Focus Partners Wealth	$1.3M	6,066	−7,150	trim
268	Private Advisor Group, LLC	$1.3M	5,988	−255	trim
269	RENAISSANCE TECHNOLOGIES LLC	$1.3M	5,900	+5,900	new
270	Jefferies Financial Group Inc.	$1.2M	5,836	+5,836	new
271	G&S Capital LLC	$1.2M	5,784	−7,102	trim
272	National Pension Service	$1.2M	5,674	+5,674	new
273	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.2M	5,616	−20,457	trim
274	Inspire Investing, LLC	$1.2M	5,596	+4,013	add
275	TKG Advisors, LLC	$1.2M	5,564	−7,052	trim
276	SIERRA SUMMIT ADVISORS LLC	$1.2M	5,530	+235	add
277	River Street Advisors LLC	$1.2M	5,459	+97	add
278	Fideuram Asset Management (Ireland) dac	$1.2M	5,188	−4,262	trim
279	INTECH INVESTMENT MANAGEMENT LLC	$1.2M	5,423	−1,685	trim
280	MIZUHO SECURITIES USA LLC	$1.1M	5,403	−1,104	trim
281	RITHOLTZ WEALTH MANAGEMENT	$1.1M	5,353	−2,063	trim
282	Rafferty Asset Management, LLC	$1.1M	5,349	−2,137	trim
283	Stratos Wealth Partners, LTD.	$1.1M	5,342	+2,589	add
284	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$1.1M	5,126	+2,249	add
285	Mariner, LLC	$1.1M	5,092	−34,062	trim
286	Advisors Asset Management, Inc.	$1.1M	4,989	+624	add
287	BNP Paribas Asset Management Holding S.A.	$1.0M	4,909	−1,402	trim
288	CI INVESTMENTS INC.	$1.0M	4,883	+400	add
289	Atwater Malick LLC	$1.0M	4,869	−673	trim
290	AssuredPartners Investment Advisors, LLC	$1.0M	5,027	+5,027	new
291	BOOTHBAY FUND MANAGEMENT, LLC	$1.0M	4,862	+3,137	add
292	Candriam S.C.A.	$1.0M	4,835	0	no change
293	SCOTIA CAPITAL INC.	$1.0M	4,833	+222	add
294	Seelaus Asset Management LLC	$1.0M	4,770	0	no change
295	KEYBANK NATIONAL ASSOCIATION/OH	$1.0M	4,734	−1,607	trim
296	TD Waterhouse Canada Inc.	$985K	4,661	+3,262	add
297	BLAIR WILLIAM & CO/IL	$981K	4,621	+1,329	add
298	ROMANO BROTHERS AND COMPANY	$975K	4,595	−300	trim
299	Realta Investment Advisors	$975K	4,592	+4,592	new
300	Norinchukin Bank, The	$972K	4,582	+22	add
301	Chicago Capital, LLC	$961K	4,530	0	no change
302	Arvest Bank Trust Division	$959K	4,520	+129	add
303	Mendel Money Management	$939K	4,423	−11	trim
304	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$932K	4,394	+4,394	new
305	Maryland State Retirement & Pension System	$924K	4,355	0	no change
306	Savant Capital, LLC	$891K	4,198	+657	add
307	Bangor Savings Bank	$887K	4,178	−320	trim
308	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$867K	4,087	−41,196	trim
309	GATEWAY INVESTMENT ADVISERS LLC	$860K	4,052	+1,765	add
310	Crossmark Global Holdings, Inc.	$856K	4,035	—	no prior
311	Allspring Global Investments Holdings, LLC	$845K	4,001	+29	add
312	NOMURA HOLDINGS INC	$841K	3,964	+722	add
313	COLDSTREAM CAPITAL MANAGEMENT INC	$827K	3,896	+703	add
314	Capital Investment Advisors, LLC	$817K	3,852	+22	add
315	Brevan Howard Capital Management LP	$788K	3,714	+3,714	new
316	MUFG Securities EMEA plc	$778K	3,668	0	no change
317	Federation des caisses Desjardins du Quebec	$772K	3,640	+723	add
318	OPPENHEIMER & CO INC	$755K	3,556	+381	add
319	ZEGA Investments, LLC	$754K	3,551	+3,551	new
320	Independent Wealth Network Inc.	$749K	3,530	+165	add
321	Orion Porfolio Solutions, LLC	$743K	3,502	−690	trim
322	WOLVERINE ASSET MANAGEMENT LLC	$743K	3,500	0	no change
323	Live Oak Investment Partners	$738K	3,478	−76	trim
324	McKinley Carter Wealth Services, Inc.	$737K	3,475	+2	add
325	Great Diamond Partners, LLC	$727K	3,424	+2,030	add
326	Envestnet Portfolio Solutions, Inc.	$724K	3,413	−2,605	trim
327	Apollon Wealth Management, LLC	$707K	3,329	+122	add
328	Caldwell Trust Co	$706K	3,327	−67	trim
329	FORA Capital, LLC	$705K	3,321	−1,053	trim
330	TOKIO MARINE ASSET MANAGEMENT CO LTD	$702K	3,310	+136	add
331	MAI Capital Management	$698K	3,291	−35	trim
332	Forza Wealth Management, LLC	$694K	3,272	+126	add
333	Merit Financial Group, LLC	$693K	3,268	−490	trim
334	Robeco Institutional Asset Management B.V.	$687K	3,238	0	no change
335	IEQ CAPITAL, LLC	$685K	3,229	−50,005	trim
336	Snowden Capital Advisors LLC	$669K	3,133	−4,274	trim
337	Rossmore Private Capital	$664K	3,110	0	no change
338	Empirical Finance, LLC	$660K	3,110	−5	trim
339	Gateway Wealth Partners, LLC	$659K	3,106	+1,454	add
340	Qsemble Capital Management, LP	$654K	3,082	+3,082	new
341	CENTRAL TRUST Co	$653K	3,079	−15	trim
342	ARVEST INVESTMENTS, INC.	$649K	3,059	−59	trim
343	TWO SIGMA SECURITIES, LLC	$643K	3,028	+1,734	add
344	Fieldview Capital Management, LLC	$639K	3,013	+3,013	new
345	Transamerica Financial Advisors, LLC	$639K	3,008	+52	add
346	Avior Wealth Management, LLC	$616K	2,904	−157	trim
347	Integrated Advisors Network LLC	$608K	2,866	+6	add
348	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$607K	2,860	+4	add
349	PRUDENTIAL PLC	$601K	2,832	0	no change
350	Pallas Capital Advisors LLC	$581K	2,737	−874	trim
351	Kingsview Wealth Management, LLC	$573K	2,699	−249	trim
352	Moors & Cabot, Inc.	$570K	2,685	−29	trim
353	Compound Planning, Inc.	$558K	2,629	+73	add
354	Perpetual Ltd	$558K	2,627	−4	trim
355	EVERGREEN CAPITAL MANAGEMENT LLC	$556K	2,609	+7	add
356	CHOREO, LLC	$552K	2,583	−1,382	trim
357	Dorato Capital Management	$545K	2,581	0	no change
358	PROFUND ADVISORS LLC	$544K	2,563	+359	add
359	Sylvest Advisors, LLC	$543K	2,557	+2	add
360	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$542K	2,555	+14	add
361	North Dakota State Investment Board	$542K	2,552	−476	trim
362	MGO ONE SEVEN LLC	$534K	2,516	+77	add
363	AE Wealth Management LLC	$528K	2,490	+164	add
364	LongView Wealth Management	$526K	2,506	0	no change
365	Venture Visionary Partners LLC	$521K	2,452	−68	trim
366	Bank Pictet & Cie (Europe) AG	$520K	2,451	+379	add
367	Lifeworks Advisors, LLC	$520K	2,451	+22	add
368	Benchmark Financial Wealth Advisors, LLC	$519K	2,444	+99	add
369	Brooklyn Investment Group	$516K	2,433	+1,437	add
370	HOWE & RUSLING INC	$515K	2,425	−4	trim
371	SECURIAN ASSET MANAGEMENT, INC	$506K	2,382	0	no change
372	NerdWallet Wealth Partners, LLC	$494K	2,330	−10	trim
373	Tower Research Capital LLC (TRC)	$494K	2,326	−1,072	trim
374	Modera Wealth Management, LLC	$490K	2,308	−105	trim
375	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$481K	2,268	−1,004	trim
376	Ashton Thomas Private Wealth, LLC	$481K	2,265	+247	add
377	WINTON GROUP Ltd	$479K	2,259	+2,259	new
378	Pinnacle Financial Partners, Inc.	$477K	2,246	−333	trim
379	Morningstar Investment Management LLC	$473K	2,228	−347	trim
380	MCDONALD PARTNERS LLC	$470K	2,215	−272	trim
381	Aquatic Capital Management LLC	$463K	2,184	+2,184	new
382	FULTON BANK, N.A.	$461K	2,172	+1	add
383	MATHER GROUP, LLC.	$460K	2,168	−50	trim
384	Blue Trust, Inc.	$460K	2,168	−676	trim
385	SUMMIT WEALTH GROUP LLC / CO	$451K	2,125	−1	trim
386	WESTCO ADVISORY SERVICES INC /ADV	$445K	2,098	—	no prior
387	U.S. Capital Wealth Advisors, LLC	$442K	2,085	+719	add
388	Wealthcare Advisory Partners LLC	$442K	2,081	−15	trim
389	Gouws Capital LLC	$440K	2,075	0	no change
390	ABLE Financial Group, LLC	$437K	2,058	−3	trim
391	FIDUCIARY FINANCIAL GROUP, LLC	$432K	2,034	−68	trim
392	SPIREPOINT PRIVATE CLIENT, LLC	$430K	2,024	+415	add
393	Avidian Wealth Enterprises, LLC	$428K	2,015	+332	add
394	OpenArc Corporate Advisory, LLC	$424K	1,998	+76	add
395	Chicago Partners Investment Group LLC	$417K	2,034	+125	add
396	PRINCIPAL SECURITIES, INC.	$417K	1,964	−534	trim
397	Quantessence Capital LLC	$417K	1,964	+1,964	new
398	EVOLVE PRIVATE WEALTH, LLC	$405K	1,910	−192	trim
399	Stockman Wealth Management, Inc.	$403K	1,900	0	no change
400	BECKER CAPITAL MANAGEMENT INC	$398K	1,863	−3	trim
401	Crestmont Private Wealth LLC	$393K	1,852	+227	add
402	FIDUCIARY TRUST CO	$393K	1,851	−430	trim
403	Laurion Capital Management LP	$391K	1,843	+1,843	new
404	Dynamic Advisor Solutions LLC	$390K	1,837	−105	trim
405	Caprock Group, LLC	$390K	1,805	−704	trim
406	Kera Capital Partners, Inc.	$386K	1,820	+85	add
407	GROUPAMA ASSET MANAGMENT	$382K	1,800	+45	add
408	Rehmann Capital Advisory Group	$381K	1,796	+257	add
409	Cresset Asset Management, LLC	$379K	1,778	+775	add
410	Meiji Yasuda Asset Management Co Ltd.	$378K	1,783	−250	trim
411	Focus Financial Network, Inc.	$377K	1,776	−713	trim
412	Harrington Investments, INC	$375K	1,765	+465	add
413	Monument Capital Management	$374K	1,760	−47	trim
414	F/m Investments LLC	$372K	1,753	−20,167	trim
415	Clear Creek Financial Management, LLC	$366K	1,726	−16	trim
416	Wedmont Private Capital	$364K	1,724	+97	add
417	Palumbo Wealth Management LLC	$361K	1,699	−15	trim
418	Frec Markets, Inc.	$360K	1,697	+1,697	new
419	Choate Investment Advisors	$355K	1,674	+413	add
420	Petros Family Wealth, LLC	$355K	1,673	+1,673	new
421	Sowell Financial Services LLC	$351K	1,652	−176	trim
422	LONDON CO OF VIRGINIA	$344K	1,620	0	no change
423	Dickmeyer Boyce Financial Management, Inc.	$343K	1,618	—	no prior
424	ING GROEP NV	$343K	1,615	+1,615	new
425	Advyzon Investment Management, LLC	$340K	1,600	−47	trim
426	BROWN, LISLE/CUMMINGS, INC.	$336K	1,583	+8	add
427	Composition Wealth, LLC	$336K	1,581	+23	add
428	Adams Wealth Management	$335K	1,577	−10	trim
429	CacheTech Inc.	$335K	1,577	−10	trim
430	SAX WEALTH ADVISORS, LLC	$334K	1,619	−23	trim
431	Inscription Capital, LLC	$332K	1,564	+1	add
432	PINNACLE ASSOCIATES LTD	$330K	1,555	+2	add
433	PCM Encore, LLC	$325K	1,532	+45	add
434	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$323K	1,524	−64,062	trim
435	Koshinski Asset Management, Inc.	$320K	1,510	+12	add
436	FIDUCIARY FAMILY OFFICE, LLC	$319K	1,503	+157	add
437	MARINER INVESTMENT GROUP LLC	$318K	1,500	+1,500	new
438	Leonteq Securities AG	$314K	1,481	−146	trim
439	World Investment Advisors	$314K	1,478	+18	add
440	Glenview Trust Co	$307K	1,445	−1	trim
441	Laird Norton Wetherby Trust Company, LLC	$306K	1,435	−27	trim
442	Turtle Creek Wealth Advisors, LLC	$304K	1,434	+1,434	new
443	Clearstead Advisors, LLC	$304K	1,433	−219	trim
444	Ifrah Financial Services, Inc.	$302K	1,421	−35	trim
445	Signal Advisors Wealth, LLC	$300K	1,415	+272	add
446	MBL Wealth, LLC	$300K	1,415	+6	add
447	Allworth Financial LP	$298K	1,406	+148	add
448	Aegis Wealth Management LLC	$296K	1,395	−147	trim
449	NORTHCAPE WEALTH MANAGEMENT, LLC	$289K	1,364	+10	add
450	Central Pacific Bank - Trust Division	$289K	1,362	−230	trim
451	IMC-Chicago, LLC	$288K	1,356	+1,356	new
452	TEACHER RETIREMENT SYSTEM OF TEXAS	$285K	1,343	−3,662	trim
453	Hidden Cove Wealth Management, LLC	$284K	1,338	+1,338	new
454	Cherry Creek Investment Advisors, Inc.	$280K	1,320	−95	trim
455	Siemens Fonds Invest GmbH	$276K	1,300	−766	trim
456	NorthCrest Asset Manangement, LLC	$274K	1,338	−331	trim
457	FIRST NATIONAL TRUST CO	$270K	1,273	−5	trim
458	LexAurum Advisors, LLC	$267K	1,260	—	no prior
459	Premier Path Wealth Partners, LLC	$266K	1,255	+1,255	new
460	Roundview Capital LLC	$265K	1,248	+8	add
461	Parcion Private Wealth LLC	$256K	1,208	−5	trim
462	Checchi Capital Advisers, LLC	$255K	1,203	+1,203	new
463	Aldebaran Financial Inc.	$255K	1,200	0	no change
464	AlphaCore Capital LLC	$254K	1,196	+1,196	new
465	PATTON FUND MANAGEMENT, INC.	$253K	1,191	0	no change
466	MOODY NATIONAL BANK TRUST DIVISION	$252K	1,189	0	no change
467	ADVOCATE GROUP LLC	$252K	1,187	−6	trim
468	LAKE STREET PRIVATE WEALTH, LLC	$250K	1,179	−3	trim
469	Phillips Wealth Planners LLC	$249K	1,124	−12	trim
470	HUB Investment Partners, LLC	$248K	1,168	−12	trim
471	Meeder Advisory Services, Inc.	$247K	1,165	+193	add
472	SAGESPRING WEALTH PARTNERS, LLC	$244K	1,151	−81	trim
473	Capital Investment Advisory Services, LLC	$243K	1,145	+6	add
474	Callan Family Office, LLC	$233K	1,099	+55	add
475	MCCARTER PRIVATE WEALTH SERVICES LLC	$230K	1,084	+1,084	new
476	QTR Family Wealth, LLC	$228K	1,088	−122	trim
477	Farringdon Capital, Ltd.	$227K	1,069	+1,069	new
478	Smartleaf Asset Management LLC	$227K	1,085	+40	add
479	Southland Equity Partners LLC	$226K	1,066	+1,066	new
480	RWC Asset Management LLP	$223K	1,052	0	no change
481	Shulman DeMeo Asset Management LLC	$222K	1,047	−48	trim
482	Beacon Pointe Advisors, LLC	$221K	1,043	+1,043	new
483	CHILDRESS CAPITAL ADVISORS, LLC	$221K	1,042	+29	add
484	Krilogy Financial LLC	$221K	1,064	−625	trim
485	Pure Financial Advisors, LLC	$218K	1,028	+1,028	new
486	EXCHANGE TRADED CONCEPTS, LLC	$216K	1,020	+10	add
487	Henrickson Nauta Wealth Advisors, Inc.	$214K	1,010	−580	trim
488	Safeguard Investment Advisory Group, LLC	$212K	1,000	0	no change
489	Provenance Wealth Advisors, LLC	$212K	1,000	0	no change
490	Sivia Capital Partners, LLC	$208K	978	−1,797	trim
491	WASHBURN CAPITAL MANAGEMENT, INC.	$207K	975	0	no change
492	Frank, Rimerman Advisors LLC	$206K	970	0	no change
493	180 WEALTH ADVISORS, LLC	$205K	966	−10	trim
494	SIGNATUREFD, LLC	$204K	963	+67	add
495	MISSION WEALTH MANAGEMENT, LP	$204K	963	−857	trim
496	Greenfield Savings Bank	$204K	963	+963	new
497	Oak Asset Management, LLC	$201K	949	+949	new
498	DAYMARK WEALTH PARTNERS, LLC	$201K	945	+945	new
499	Caitlin John, LLC	$183K	862	−615	trim
500	Ameritas Investment Partners, Inc.	$173K	815	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PKG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 April McClain Delaney D–MD-6 $50K–$100K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 3 Gotham Asset Management, Bridgewater Associates, Moore Capital Management $18.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PACKAGING CORP AMER

Merged timeline of congressional filings and notable-manager moves on PKG
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$50K–$100K
2026-05-15	Gotham Asset Management 13F	trim	−299 sh
2026-05-15	Bridgewater Associates 13F	exit	−2,516 sh
2026-05-15	Moore Capital Management 13F	exit	−178,712 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed PKG — the congressional view ↗