PKG
Packaging Corporation of America · Consumer Cyclical · Packaging & Containers
Momentum inputs (comparable managers):
holder breadth -15.0% ·
share flow +0.3% ·
net new positions -17.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 75.44K | $17.06M | n/a | −2 |
| Q2 2026 | 146 | 0 | 69.58M | $16.58B | +8 | −9 |
| Q1 2026 | 150 | -6 | 68.90M | $14.61B | +3 | −10 |
| Q4 2025 | 155 | 0 | 76.26M | $15.73B | +1 | n/a |
| Q3 2025 | 21 | +2 | 42.29M | $9.22B | +2 | −1 |
| Q2 2025 | 17 | -3 | 35.01M | $6.60B | n/a | −3 |
| Q1 2025 | 17 | +1 | 13.86M | $2.75B | +1 | n/a |
| Q4 2024 | 16 | 0 | 12.79M | $2.88B | +1 | −1 |
| Q3 2024 | 15 | 0 | 8.51M | $1.83B | +1 | −1 |
| Q2 2024 | 15 | n/a | 8.08M | $1.47B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 11.20M | n/a | $2.11B | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 8.73M | n/a | $1.65B | 0.0% | n/c | 1 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (passive) | 4.10M | +1.1% | $777.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 2.79M | +18.1% | $525.95M | 0.1% | ▲ Add | 5 | SEC ↗ ×3 |
| 5 | Geode Capital Management ✦ (passive) | 2.39M | -0.1% | $448.40M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Capital World Investors ✦ | 1.23M | 0.0% | $231.73M | 0.0% | Held | 5 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 1.20M | -0.6% | $225.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.12M | n/a | $210.36M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | AQR Capital Management ✦ | 888.36K | +56.4% | $167.41M | 0.1% | ▲ Add | 5 | SEC ↗ ×8 |
| 10 | Millennium Management ✦ | 468.66K | +334.4% | $88.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 348.38K | -24.8% | $65.65M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 171.72K | +117.3% | $32.36M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 141.80K | -47.8% | $26.72M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 129.85K | +69.5% | $24.47M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 15 | Marshall Wace ✦ | 51.62K | -86.4% | $9.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Wellington Management ✦ | 41.35K | -1.7% | $7.79M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 17 | Citadel Advisors ✦ | 12.91K | -93.6% | $2.43M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Point72 Asset Management | $63.32M | was 0.2% |
| Arrowstreet Capital | $11.57M | was 0.0% |
| Renaissance Technologies | $9.74M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 873 holders, 83.35M shares, $15.75B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 12.00K sh · $3.01M
Officer · 7.06K sh · $1.79M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology