Among active 13F managers last quarter, 3 opened and 17 added, while 22 reduced; the largest holder to move was M&G Plc (−78%). No open-market insider trades in the last 180 days.
The legs disagree, or only one of them leans.
616 tracked 13F filers disclose a position in AMCR as of the latest SEC 13F filings, a combined $13.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Norges Bank | 37.0M | $308.7M | ▲+3.5% Added · +1.2M sh | Q4 2025 | |
| 2 | BlackRock, Inc. | 32.3M | $1.4B | ▲+1.4% Added · +450K sh | Q2 2026 | |
| 3 | State Street Corp | 31.6M | $1.4B | ▲+8.2% Added · +2.4M sh | Q2 2026 | |
| 4 | M&G Plc | 25.2M | $1.0B | ▼−78% Reduced · −89.8M sh | Q1 2026 | |
| 5 | Fuller & Thaler Asset Management, Inc. | 15.5M | $672.0M | ▲+13% Added · +1.8M sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 15.0M | $651.1M | ▲+1.2% Added · +177K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 13.7M | $594.7M | ▲+1.6% Added · +221K sh | Q2 2026 | |
| 8 | UBS Group AG | 12.1M | $482.1M | ▼−41% Reduced · −8.4M sh | Q1 2026 | |
| 9 | Federated Hermes, Inc. | 10.6M | $422.7M | ▼−75% Reduced · −32.5M sh | Q1 2026 | |
| 10 | L1 Capital Pty Ltd | 6.7M | $290.9M | ▲+53% Added · +2.3M sh | Q2 2026 | |
| 11 | Price T Rowe Associates Inc | 6.1M | $264.2M | ▲+2.2% Added · +129K sh | Q2 2026 | |
| 12 | Dimensional Fund Advisors LP | 5.3M | $210.3M | ▼−80% Reduced · −21.1M sh | Q1 2026 | |
| 13 | Morgan Stanley | 5.3M | $209.1M | ▼−83% Reduced · −25.0M sh | Q1 2026 | |
| 14 | Bank Of America Corp | 4.8M | $191.2M | ▼−73% Reduced · −13.0M sh | Q1 2026 | |
| 15 | Rubric Capital Management LP | 4.2M | $180.4M | ▲+228% Added · +2.9M sh | Q2 2026 | |
| 16 | ProShare Advisors LLC | 4.0M | $159.1M | ▼−80% Reduced · −16.0M sh | Q1 2026 | |
| 17 | Northern Trust Corp | 3.8M | $149.9M | ▼−81% Reduced · −15.7M sh | Q1 2026 | |
| 18 | Vanguard Portfolio Management LLC | 3.7M | $161.7M | ▲+2.1% Added · +75K sh | Q2 2026 | |
| 19 | JPMorgan Chase & Co | 3.6M | $138.8M | ▼−74% Reduced · −10.5M sh | Q1 2026 | |
| 20 | Janus Henderson Group Ltd. | 3.5M | $140.9M | ▼−71% Reduced · −8.5M sh | Q1 2026 | |
| 21 | Goldman Sachs Group Inc | 3.5M | $140.5M | ▼−75% Reduced · −10.8M sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 3.3M | $129.8M | ▼−96% Reduced · −80.8M sh | Q1 2026 | |
| 23 | Legal & General Group Plc | 3.0M | $118.9M | ▼−80% Reduced · −11.7M sh | Q1 2026 | |
| 24 | Deutsche Bank AG | 2.8M | $113.1M | ▼−83% Reduced · −14.4M sh | Q1 2026 | |
| 25 | Barrow Hanley Mewhinney & Strauss LLC | 2.8M | $112.6M | ▲New +2.8M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in AMCR and 17 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 354 funds | $257.0B |
| Amazon.com IncAMZN | 348 funds | $195.6B |
| Nvidia CorpNVDA | 347 funds | $412.5B |
| Alphabet Inc-CL AGOOGL | 347 funds | $176.9B |
| Meta Platforms Inc-Class AMETA | 347 funds | $107.5B |
| Apple IncAAPL | 346 funds | $297.1B |
| JPMorgan Chase & CoJPM | 341 funds | $66.9B |
| Eli Lilly & CoLLY | 340 funds | $81.8B |
| Chevron CorpCVX | 338 funds | $29.5B |
| Broadcom IncAVGO | 336 funds | $164.0B |
| Johnson & JohnsonJNJ | 334 funds | $52.5B |
| Abbvie IncABBV | 334 funds | $36.8B |
Ranked by how many of AMCR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AMCR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 11, 2025 | Scherger Stephen R. | Executive VP, Finance & CFO | Buy (P) | 121K | $1.0M |
| Dec 3, 2025 | Carter Susan K | Director | Sell (S) | 6K | $51K |
| Dec 3, 2025 | Rahman Jill A | Director | Sell (S) | 4K | $35K |
| Nov 24, 2025 | Rahman Jill A | Director | Sell (S) | 7K | $56K |
| Nov 12, 2025 | Long Nicholas T. | Director | Buy (P) | 10K | $85K |
| Nov 10, 2025 | Konieczny Peter | Chief Executive Officer | Buy (P) | 60K | $505K |
| Nov 10, 2025 | Wilson Ian | EXECUTIVE VICE PRESIDENT | Buy (P) | 79K | $660K |
| Nov 10, 2025 | Glerum James T Jr. | Director | Buy (P) 2 lots, same day | 60K | $500K |
| Aug 19, 2025 | Sterrett Stephen E | Director | Buy (P) | 10K | $86K |
| Mar 3, 2025 | Foufopoulos - De Ridder Lucrece | Director | Buy (P) | 14K | $144K |
| Feb 27, 2025 | Agarwal Achal | Director | Buy (P) | 10K | $101K |
| Feb 19, 2025 | Agarwal Achal | Director | Buy (P) 2 lots, same day | 20K | $202K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 34 | 57 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 1 | 0 | +$16K |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AMCR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AMCR/capital-change-brief"
Use Arkolith's capital_change_brief for AMCR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AMCR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.