AptarGroup, Inc.
US ˙ NYSE ˙ US0383361039

SecurityATR / AptarGroup, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership356 shares
Latest Disclosed Value $ 44,863
IFP Advisors, Inc reports 3.52% decrease in ownership of ATR / AptarGroup, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 356 shares of AptarGroup, Inc. (US:ATR) valued at $44,863 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 369 shares of AptarGroup, Inc.. This represents a change in shares of -3.52% during the quarter. The current value of the position is $40,356 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F APTARGROUP cs 038336103 356 -13 -3.52 45 -2.22 0.0009
2026-02-06 2025-12-31 13F APTARGROUP cs 038336103 369 118 47.01 45 36.36 0.0010
2026-02-06 2025-09-30 13F/A-1 APTARGROUP cs 038336103 251 118 88.72 34 -50.00 0.0009
2025-12-02 2025-09-30 13F APTARGROUP cs 038336103 127 -6 51 0.0013
2025-07-24 2025-06-30 13F APTARGROUP cs 038336103 133 -653 -83.08 66 -43.10 0.0019
2025-05-05 2025-03-31 13F APTARGROUP cs 038336103 786 57 7.82 117 1.75 0.0036
2025-02-04 2024-12-31 13F APTARGROUP cs 038336103 729 -743 -50.48 115 -51.49 0.0038
2025-02-04 2024-09-30 13F APTARGROUP cs 038336103 1,472 -40 -2.65 236 10.85 0.0085
2024-07-30 2024-06-30 13F APTARGROUP cs 038336103 1,512 1,411 1,397.03 213 1,414.29 0.0084
2024-07-30 2024-03-31 13F APTARGROUP cs 038336103 101 13 14.77 15 40.00 0.0006
2024-01-09 2023-12-31 13F APTARGROUP cs 038336103 88 3 3.53 11 0.00 0.0005
2023-10-12 2023-09-30 13F APTARGROUP cs 038336103 85 -15 -15.00 11 -9.09 0.0005
2023-08-14 2023-06-30 13F/A-1 APTARGROUP cs 038336103 100 5 5.26 12 37.50 0.0005
2023-08-04 2023-06-30 13F APTARGROUP cs 038336103 100 5 9 0.0004
2023-04-18 2023-03-31 13F APTARGROUP cs 038336103 95 -196 -67.35 9 0.0004
2023-02-07 2022-12-31 13F APTARGROUP cs 038336103 291 -2,646 -90.09 0 -100.00 0.0007
2022-11-08 2022-09-30 13F APTARGROUP cs 038336103 2,937 54 1.87 279 1.82 0.0073
2022-09-06 2022-06-30 13F/A-1 APTARGROUP cs 038336103 2,883 0 0.00 274 0.00 0.0088
2022-09-06 2022-03-31 13F/A-1 APTARGROUP cs 038336103 2,883 1,876 186.30 274 120.97 0.0088
2022-08-08 2022-03-31 13F APTARGROUP INC COM Stock 038336103 1,101 94 103 0.0021
2022-01-12 2021-12-31 13F APTARGROUP INC COM Stock 038336103 1,007 19 1.92 124 4.20 0.0024
2021-10-06 2021-09-30 13F APTARGROUP INC COM Stock 038336103 988 54 5.78 119 -10.53 0.0024
2021-07-13 2021-06-30 13F APTARGROUP INC COM Stock 038336103 934 121 14.88 133 14.66 0.0028
2021-04-30 2021-03-31 13F APTARGROUP INC COM Stock 038336103 813 107 15.16 116 19.59 0.0023
2021-01-25 2020-12-31 13F APTARGROUP INC COM Stock 038336103 706 93 15.17 97 40.58 0.0039
2020-10-29 2020-09-30 13F APTARGROUP INC COM Stock 038336103 613 183 42.56 69 50.00 0.0041
2020-08-05 2020-06-30 13F APTARGROUP INC COM Stock 038336103 430 399 1,287.10 46 1,433.33 0.0036
2020-05-12 2020-03-31 13F APTARGROUP INC COM Stock 038336103 31 2 6.90 3 0.00 0.0003
2020-01-17 2019-12-31 13F APTARGROUP INC COM Stock 038336103 29 0 0.00 3 0.00 0.0002
2019-11-07 2019-09-30 13F APTARGROUP INC COM Stock 038336103 29 29 3 0.0002
2019-05-15 2019-03-31 13F APTARGROUP Stock 038336103 0 -49 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 APTARGROUP Stock 038336103 49 -72 -59.50 5 -61.54 0.0003
2019-01-23 2018-12-31 13F APTARGROUP Stock 038336103 49 -72 5 0.0003
2019-06-03 2018-09-30 13F/A-9 APTARGROUP Stock 038336103 121 7 6.14 13 18.18 0.0005
2018-10-25 2018-09-30 13F APTARGROUP Stock 038336103 121 7 13 0.0005
2019-06-03 2018-06-30 13F/A-8 APTARGROUP Stock 038336103 114 0 0.00 11 10.00 0.0005
2018-08-07 2018-06-30 13F APTARGROUP Stock 038336103 114 3 11
2019-06-03 2018-03-31 13F/A-7 APTARGROUP INC COM Stock 038336103 114 0 0.00 10 0.00 0.0005
2018-05-09 2018-03-31 13F APTARGROUP Stock 038336103 111 -3 10
2019-06-03 2017-12-31 13F/A-6 APTARGROUP INC COM Stock 038336103 114 -144 -55.81 10 -54.55 0.0005
2018-01-24 2017-12-31 13F APTARGROUP INC COM Stock 038336103 114 -144 10
2017-10-30 2017-09-30 13F APTARGROUP INC COM Stock 038336103 258 -40 -13.42 22 -15.38 0.0009
2019-06-03 2017-06-30 13F/A-5 APTARGROUP INC COM Stock 038336103 298 40 15.50 26 30.00 0.0011
2017-07-31 2017-06-30 13F APTARGROUP INC COM Stock 038336103 298 40 26
2019-06-03 2017-03-31 13F/A-4 APTARGROUP INC COM Stock 038336103 258 -5 -1.90 20 5.26 0.0009
2017-04-26 2017-03-31 13F APTARGROUP INC COM Stock 038336103 258 -5 20
2019-06-03 2016-12-31 13F/A-3 APTARGROUP INC COM Stock 038336103 263 0 0.00 19 -5.00 0.0009
2017-02-14 2016-12-31 13F APTARGROUP INC COM Stock 038336103 263 0 19
2016-11-04 2016-09-30 13F APTARGROUP INC COM Stock 038336103 263 65 32.83 20 25.00 0.0010
2019-06-03 2016-06-30 13F/A-2 APTARGROUP INC COM Stock 038336103 198 0 0.00 16 0.00 0.0009
2016-08-22 2016-06-30 13F APTARGROUP INC COM Stock 038336103 198 0 16
2016-05-02 2016-03-31 13F APTARGROUP INC COM Stock 038336103 198 -1 -0.50 16 14.29 0.0010
2016-02-11 2015-12-31 13F APTARGROUP INC COM Stock 038336103 199 199 14 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.