Amcor plc

AMCR Consumer Discretionary
$8.25 +$0.02 (0.24%)
Market Cap: $19.03 B
Gurus Holding
6
Popularity Rank
#1152
% of Shares Held
0.73%
Net Activity (Q3 2025)
-$188.51 M

Guru Ownership Over Time

Guru Analysis for Amcor plc (AMCR)

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

As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $139.82 M.

Top institutional holders include Renaissance Technologies and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $188.51 M net outflow during the quarter.

Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 98.7%.

Portfolio Manager % of portfolio Activity Shares Value Peroid
0.10% Reduce -37.7% 9,475,717 $77.51 M Q3 2025
0.03% Reduce -60.3% 6,351,077 $51.95 M Q3 2025
0.05% Reduce -1.2% 689,537 $5.64 M Q3 2025
0.01% Add 1602.2% 330,385 $2.7 M Q3 2025
0.01% Reduce -17.7% 88,520 $724,094 Q3 2025
0.00% Reduce -98.7% 12,330 $100,859 Q3 2025

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown(Q3 2025)

+$2.54 M
Total Buy Value
New Buys: 0
Additions: 1
-$191.05 M
Total Sell Value
Reductions: 5
Sold Out: 3

Guru Consensus (Q3 2025)

Based on recent guru activity
Net Sellers
8
Net Buyers
1

FAQs for Amcor plc (AMCR)

Top Guru holders include Renaissance Technologies ($77.51 M), Cliff Asness ($51.95 M), Mario Gabelli ($5.64 M). Collectively, tracked Gurus hold 16.95 M shares.

Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $188.51 M, with 1 Gurus buying and 8 Gurus selling.

In the recent quarter, 5 Gurus reduced their positions, and 3 Gurus sold out of AMCR completely. Total sell value was $191.05 M.

Yes, 0 Gurus opened new positions in AMCR, and 1 added to their existing holdings. Total buy value was $2.54 M.