Amcor plc (AMCR) 13F Positioning & Ownership Changes (Q2 2026)

AMCR ranks #769 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AMCR is a top-conviction position for L1 Capital Pty Ltd — at 9.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AMCR belongs to BlackRock, Inc., but the position matters far more to L1 Capital Pty Ltd, who has 9.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Invesco Ltd. has added to its AMCR position for two straight quarters, increasing it by $768.6M to reach $1.1B today.

Thrivent Financial For Lutherans has trimmed its AMCR position for two straight quarters, cutting it by $57.1M while still holding $1.6M.

AMCR is up 1.9% today, and institutions have been net buyers of $2.7B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AMCR posted net income of $1.1B over the trailing twelve months.

• Profitable — net income of $1.1B over the trailing twelve months
• Revenue grew 56.6% year over year
• Net income improved year over year, from $511.0M to $1.1B
• Generated $2.2B in positive operating cash flow
• Current ratio of 1.25x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.15x equity — a highly leveraged balance sheet worth noting