Free Trial

Smurfit Westrock (SW) Institutional Ownership

Smurfit Westrock logo
$41.10 -0.92 (-2.18%)
As of 12:26 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Smurfit Westrock (NYSE:SW)

Current
Institutional Ownership
Percentage
83.38%
Number of
Institutional Buyers
(last 12 months)
364
Total
Institutional Inflows
(last 12 months)
$8.80B
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$1.44B
Get SW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Smurfit Westrock stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SW Institutional Buying and Selling by Quarter

Smurfit Westrock Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Xponance Inc.101,439$4.57M0.0%-5.7%0.019%
4/30/2025Robeco Schweiz AG82,300$3.71M0.1%N/A0.016%
4/30/2025Cerity Partners LLC28,519$1.29M0.0%+6.9%0.005%
4/30/2025Allworth Financial LP2,205$94K0.0%+35.6%0.000%
4/30/2025Nisa Investment Advisors LLC8,354$376K0.0%+73.2%0.002%
4/30/2025Banque Pictet & Cie SA249,570$11.25M0.1%-24.6%0.048%
4/30/2025LBP AM SA675,573$30.44M0.5%-66.2%0.129%
4/30/2025New Mexico Educational Retirement Board23,085$1.04M0.0%-1.7%0.004%
4/30/2025Flossbach Von Storch SE414,532$18.53M0.1%-9.1%0.079%
4/30/2025AlphaStar Capital Management LLC24,293$1.10M0.1%+12.2%0.005%
4/30/2025Valeo Financial Advisors LLC10,457$471K0.0%-17.5%0.002%
4/30/2025M&T Bank Corp42,605$1.92M0.0%-29.6%0.008%
4/30/2025Exane Asset Management218,289$10.62M6.1%+118.7%0.042%
4/30/2025ARGA Investment Management LP233,292$10.43M0.3%-81.0%0.045%
4/30/2025Beverly Hills Private Wealth LLC83,146$3.75M0.7%+9.2%0.016%
4/30/2025Gilliland Jeter Wealth Management LLC4,501$203K0.1%N/A0.001%
4/30/2025Fullcircle Wealth LLC16,773$714K0.3%+34.6%0.003%
4/29/2025 TD Private Client Wealth LLC13,835$623K0.0%-22.6%0.003%
4/29/2025 Envestnet Asset Management Inc.518,689$23.37M0.0%-25.1%0.099%
4/29/2025 Penserra Capital Management LLC2,467$110K0.0%-31.4%0.000%
4/29/2025 Bank of New York Mellon Corp7,101,388$319.99M0.1%-2.6%1.360%
4/29/2025 Investors Asset Management of Georgia Inc. GA ADV8,190$369K0.2%-2.9%0.002%
4/28/2025 Principal Financial Group Inc.589,825$26.58M0.0%+0.4%0.113%
4/28/2025 Oregon Public Employees Retirement Fund40,380$1.82M0.0%-4.7%0.008%
4/28/2025 Teacher Retirement System of Texas76,043$3.43M0.0%+1,462.4%0.015%
4/28/2025 DAVENPORT & Co LLC56,862$2.56M0.0%+1.7%0.011%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd59,361$2.68M0.0%+2.0%0.011%
4/28/2025 Vontobel Holding Ltd.1,421,506$64.05M0.2%+1.0%0.272%
4/25/2025 Mather Group LLC.1,587$72K0.0%+47.5%0.000%
4/25/2025 Smallwood Wealth Investment Management LLC885$40K0.0%N/A0.000%
4/25/2025 New York State Teachers Retirement System322,822$14.55M0.0%+9.9%0.062%
4/25/2025 Amalgamated Bank97,755$4.41M0.0%+1.4%0.019%
4/25/2025 Citizens National Bank Trust Department5,090$229K0.0%+8.5%0.001%
4/25/2025 Sumitomo Mitsui Trust Group Inc.1,047,122$47.18M0.0%-1.1%0.201%
4/24/2025 Tsfg LLC672$30K0.0%N/A0.000%
4/24/2025 3Chopt Investment Partners LLC8,732$393K0.1%N/A0.002%
4/24/2025 Mirae Asset Global Investments Co. Ltd.57,241$2.55M0.0%+34.7%0.011%
4/24/2025 Artemis Investment Management LLP521,905$23.52M0.4%+30.8%0.100%
4/24/2025 Old North State Wealth Management LLC79,363$3.58M2.0%+2.5%0.015%
4/24/2025 Diversified Trust Co7,820$352K0.0%-16.7%0.001%
Trump announcement boosts “next Bitcoin” (Ad)

President Trump just made his first big crypto move ... Announcing the creation of a national strategic reserve for Bitcoin and Ethereum. But there's something else going on here …

To learn more about this next Bitcoin — click here before another proclamation by Trump sends the pr
4/23/2025 Robeco Institutional Asset Management B.V.121,793$5.49M0.0%+1.2%0.023%
4/23/2025 Bessemer Group Inc.3,095$139K0.0%-54.3%0.001%
4/23/2025 Adams Natural Resources Fund Inc.83,300$3.75M0.5%+101.7%0.016%
4/23/2025 Asset Management One Co. Ltd.204,249$9.20M0.0%+3.8%0.039%
4/23/2025 Oppenheimer Asset Management Inc.99,216$4.47M0.1%-40.4%0.019%
4/22/2025 Cambridge Investment Research Advisors Inc.32,179$1.45M0.0%-1.7%0.006%
4/22/2025 Nilsine Partners LLC5,305$239K0.0%+18.4%0.001%
4/21/2025 Retirement Systems of Alabama739,065$33.30M0.1%-1.1%0.142%
4/21/2025 Blue Trust Inc.18,834$849K0.0%+75.2%0.004%
4/21/2025 ORG Wealth Partners LLC2,051$94K0.0%+220.0%0.000%
4/21/2025 Hartford Financial Management Inc.7,605$343K0.1%-7.9%0.001%
4/21/2025 State of Alaska Department of Revenue57,939$2.61M0.0%+2.8%0.011%
4/18/2025 Bfsg LLC1,415$64K0.0%-22.5%0.000%
4/17/2025 Chicago Capital LLC7,075$319K0.0%N/A0.001%
4/17/2025 QRG Capital Management Inc.11,709$528K0.0%+106.3%0.002%
4/17/2025 Sowell Financial Services LLC10,885$490K0.0%N/A0.002%
4/17/2025 Janney Montgomery Scott LLC22,963$1.04M0.0%-9.1%0.004%
4/17/2025 Pflug Koory LLC7,614$343K0.2%-5.0%0.001%
4/17/2025 Bank Pictet & Cie Europe AG29,874$1.35M0.0%-29.0%0.006%
4/17/2025 Exchange Traded Concepts LLC1,721$78K0.0%+20.7%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC114,239$5.15M0.0%-0.4%0.022%
4/16/2025 Elevation Point Wealth Partners LLC7,422$334K0.0%-10.1%0.001%
4/16/2025 Compagnie Lombard Odier SCmA848,871$38.25M0.5%-6.5%0.163%
4/15/2025 Fifth Third Bancorp6,753$304K0.0%-18.4%0.001%
4/15/2025 Alpha Omega Wealth Management LLC91,306$4.11M0.8%-6.4%0.017%
4/15/2025 Transform Wealth LLC27,275$1.23M0.1%-3.5%0.005%
4/15/2025 Assenagon Asset Management S.A.16,353$737K0.0%+3.1%0.003%
4/15/2025 Handelsbanken Fonder AB144,600$6.52M0.0%+9.5%0.028%
4/15/2025 SG Americas Securities LLC147,280$6.64M0.0%+29.7%0.028%
4/15/2025 GAMMA Investing LLC5,726$258K0.0%-15.2%0.001%
4/14/2025 Yousif Capital Management LLC56,102$2.53M0.0%-1.0%0.011%
4/14/2025 Farther Finance Advisors LLC5,038$230K0.0%+36.5%0.001%
4/14/2025 Abacus Planning Group Inc.23,212$1.05M0.2%-1.6%0.004%
4/14/2025 Park Avenue Securities LLC7,006$316K0.0%-43.5%0.001%
4/11/2025 Gateway Investment Advisers LLC142,708$6.43M0.1%-4.8%0.027%
4/11/2025 Radnor Capital Management LLC8,671$391K0.1%-5.4%0.002%
4/11/2025 626 Financial LLC16,241$732K0.4%-5.4%0.003%
4/11/2025 Curat Global LLC1,200$54K0.1%N/A0.000%
4/10/2025 Diligent Investors LLC19,020$857K0.2%-13.2%0.004%
4/10/2025 Whipplewood Advisors LLC684$31K0.0%-36.8%0.000%
4/9/2025 Bank & Trust Co2,702$122K0.1%N/A0.001%
4/9/2025 Sentry Investment Management LLC1,596$72K0.0%-23.0%0.000%
4/9/2025 Kwmg LLC130,274$5.87M0.6%+0.7%0.025%
4/9/2025 Fulton Bank N.A.5,587$252K0.0%-19.1%0.001%
4/9/2025 Merit Financial Group LLC10,912$492K0.0%+14.5%0.002%
4/9/2025 NBC Securities Inc.1,277$57K0.0%+127,600.0%0.000%
4/9/2025 Fiduciary Alliance LLC5,018$226K0.0%+6.8%0.001%
4/9/2025 Czech National Bank113,561$5.12M0.0%+6.0%0.022%
4/9/2025 Legacy Wealth Asset Management LLC13,293$599K0.2%N/A0.003%
4/8/2025 Rhumbline Advisers918,099$41.37M0.0%+5.7%0.176%
Musk's warning signal: Prepare before the cascade begins (Ad)

When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t. With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now.

Watch the Musk market warning before the dominoes fall
4/8/2025 Parallel Advisors LLC1,227$55K0.0%-17.8%0.000%
4/7/2025 GAMMA Investing LLC258,014$11.63M0.0%+3,720.2%0.049%
4/4/2025 Moody National Bank Trust Division14,746$664K0.1%+7.5%0.003%
4/3/2025 Versant Capital Management Inc779$35K0.0%+54.0%0.000%
4/3/2025 First Hawaiian Bank18,661$841K0.1%+7.4%0.004%
4/3/2025 Boston Common Asset Management LLC392,635$17.69M0.5%+5.0%0.075%
4/2/2025 Park National Corp OH5,150$232K0.0%-4.8%0.001%
3/24/2025Wellington Management Group LLP700,036$37.75M0.0%+156.1%0.134%
3/18/2025California State Teachers Retirement System618,513$33.31M0.0%-3.6%0.118%
3/17/2025 Wealth Enhancement Advisory Services LLC114,732$6.18M0.0%+24.3%0.022%
(Data available from 1/1/2016 forward)

SW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SW shares?

During the previous two years, 434 institutional investors and hedge funds held shares of Smurfit Westrock. The most heavily invested institutionals were Vanguard Group Inc. ($4.25B), Norges Bank ($1.30B), Nuveen Asset Management LLC ($1.12B), Capital Research Global Investors ($993.17M), State Street Corp ($967.58M), Geode Capital Management LLC ($769.98M), and FIL Ltd ($590.85M).Learn more on SW's institutional investors.

What percentage of Smurfit Westrock stock is owned by institutional investors?

83.38% of Smurfit Westrock stock is owned by institutional investors. Learn more on SW's institutional investor holdings.

Which institutional investors have been buying Smurfit Westrock stock?

Of the 364 institutional investors that purchased Smurfit Westrock stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($24.12M), State Street Corp ($19.58M), Geode Capital Management LLC ($14.33M), FMR LLC ($9.81M), Mizuho Securities USA LLC ($7.84M), Nuveen Asset Management LLC ($7.05M), and Soros Fund Management LLC ($7.05M).

How much institutional buying is happening at Smurfit Westrock?

Institutional investors have bought a total of 171,847,826 shares in the last 24 months. This purchase volume represents approximately $8.80B in transactions.

Which Smurfit Westrock major shareholders have been selling company stock?

Of the 156 institutional investors that sold Smurfit Westrock stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ruffer LLP ($3.83M), Marshall Wace LLP ($3.09M), LBP AM SA ($2.24M), Barclays PLC ($1.90M), Millennium Management LLC ($1.73M), ARGA Investment Management LP ($1.61M), and Causeway Capital Management LLC ($1.53M).

How much institutional selling is happening at Smurfit Westrock?

Institutional investors have sold a total of 27,165,856 shares in the last 24 months. This volume of shares sold represents approximately $1.44B in transactions.



This page (NYSE:SW) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners