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Amcor plc

AMCR Consumer Discretionary
$40.57 +$0.24 (0.60%)
Market Cap: $18.75 B
Gurus Holding
6
Popularity Rank
#1428
% of Shares Held
0.43%
Net Activity (Q4 2025)
-$57.78 M

Guru Ownership Trend

Guru Analysis for Amcor plc (AMCR)

Amcor plc (AMCR), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $81.29 M.

Top institutional holders include Renaissance Technologies and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $57.78 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 100.2%. Conversely, Renaissance Technologies reduced exposure by 53.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$2.76 M
Total Buy Value
New Buys 0
Additions 1
-$60.55 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
1

FAQs for Amcor plc (AMCR)

Major holders include Renaissance Technologies ($36.46 M), Cliff Asness ($35.35 M), Ray Dalio ($5.52 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $57.78 M, with 1 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited AMCR. The total reported sell value was $60.55 M.

Yes, 0 managers opened new positions in AMCR, and 1 increased their existing holdings. The total reported buy value was $2.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -53.9% 874,223 $36.46 M Q4 2025
0.02% Reduce -33.3% 847,637 $35.35 M Q4 2025
0.02% Add 100.2% 132,315 $5.52 M Q4 2025
0.05% Reduce -6.1% 129,496 $5.4 M Q4 2025
0.01% 17,704 $738,257 Q4 2025
0.00% Reduce -1.0% 2,442 $101,848 Q4 2025
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