Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 635 holders are listed, largest first: 635
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $13.6B
holders whose share count rose or who opened the position (new + add), by shares: 303
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 92

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

Newest 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 2026-07-03 → 2026-10-01 · 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	SELL	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed PKG — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).