ATR · Company research
AptarGroup, Inc. (ATR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 2033536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5277 | 660680 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HM PAYSON & CO | 928052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 276 | 34556 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5537 | 693232 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Howard Capital Management Group, LLC | 1860501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138386 | 17325969 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92048 | 11524410 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56932 | 7127886 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 854 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27795 | 3479934 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LONDON CO OF VIRGINIA | 1259887 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 793033 | 99288232 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 1502 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1972 | 246894 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13732 | 1719267 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PINEBRIDGE INVESTMENTS LLC | 2088548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9823 | 1229840 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144212 | 18055342 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| McCollum Christoferson Group LLC | 1727573 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8430 | 1055436 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Faithward Advisors, LLC | 1695078 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1632 | 204326 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 3380 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1495111 | 187225356 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 251 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 422 | 52834 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 261 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1669 | 208921 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6689 | 837463 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 501 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3825 | 478890 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 403160 | 50475632 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20800 | 2604160 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125665 | 15733258 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9429 | 1180515 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1509973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17500 | 2191000 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195722 | 24504353 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aventus Investment Advisors, Inc. | 2093055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175 | 21910 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2506 | 315781 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Crumly & Associates Inc. | 1759578 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2786 | 348807 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99902 | 12507730 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Ridgewood Investments LLC | 1703556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2444 | 305958 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 435 | 54462 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Independent Advisor Alliance | 1696899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7589 | 950141 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cannell & Spears LLC | 1426319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3229 | 404271 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27539 | 3447883 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 3506 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3356 | 420171 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1607 | 201196 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6365 | 796898 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19625 | 2457050 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 257978 | 32298858 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Dakota Wealth Management | 1631353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3230 | 404396 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EASTERN BANK | 1126395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 43820 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7348 | 919970 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quest 10 Wealth Builders, Inc. | 2035215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 3380 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Bruce G. Allen Investments, LLC | 2005409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 626 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| SMITH, MOORE & CO. | 200724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1985 | 248496 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| South Dakota Investment Council | 1538846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17093 | 2140 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18191 | 2277462 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111331 | 13938641 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234592 | 29370918 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180 | 22536 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 543163 | 68003597 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Argent Trust Co | 1625292 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1960 | 245393 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4937 | 618112 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 1127 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87930 | 11008836 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aquatic Capital Management LLC | 1803916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12716 | 1592043 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2694 | 337289 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29658 | 3713182 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| POM Investment Strategies, LLC | 1906322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 626 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Riverwater Partners LLC | 1882572 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3481 | 435821 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SCOTIA CAPITAL INC. | 1335644 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34627 | 4335357 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 1503 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45277 | 5668680 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 1002 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 811 | 101537 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 762152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14910 | 1866732 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| TRILLIUM ASSET MANAGEMENT, LLC | 884541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33258 | 4163999 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PUZO MICHAEL J | 1053914 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29619 | 3708299 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Richmond Brothers, Inc. | 1540462 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3883 | 486167 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33432 | 4185686 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2088 | 261418 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128000 | 16025600 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.