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Smurfit Westrock (SW) Institutional Ownership

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$44.28 +0.86 (+1.97%)
Closing price 08/12/2025 03:59 PM Eastern
Extended Trading
$44.49 +0.22 (+0.49%)
As of 05:48 AM Eastern
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Institutional Ownership Changes (13F Filings) for Smurfit Westrock (NYSE:SW)

Current
Institutional Ownership
Percentage
83.38%
Number of
Institutional Buyers
(last 12 months)
429
Total
Institutional Inflows
(last 12 months)
$10.89B
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$2.80B
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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
8/12/2025 Boston Partners20,810$898K0.0%-99.6%0.004%
8/12/2025Steward Partners Investment Advisory LLC5,742$248K0.0%-19.8%0.001%
8/12/2025Jefferies Financial Group Inc.201,156$8.68M0.1%+180.1%0.039%
8/12/2025Prudential Financial Inc.88,832$3.83M0.0%+43.1%0.017%
8/12/2025Charles Schwab Investment Management Inc.2,911,099$125.61M0.0%-0.5%0.558%
8/12/2025American Century Companies Inc.167,023$7.21M0.0%-3.6%0.032%
8/12/2025Private Management Group Inc.165,751$7.15M0.2%-3.9%0.032%
8/12/2025Rhumbline Advisers927,260$40.01M0.0%+1.0%0.178%
8/12/2025Mufg Securities Americas Inc.10,990$474K0.0%+25.6%0.002%
8/12/2025Franklin Resources Inc.5,841,253$252.22M0.1%+17.9%1.119%
8/12/2025Mediolanum International Funds Ltd132,891$5.72M0.1%+14.0%0.025%
8/12/2025Legal & General Group Plc3,345,760$144.17M0.0%-7.7%0.641%
8/12/2025JPMorgan Chase & Co.5,361,846$231.36M0.0%-12.1%1.027%
8/12/2025DNB Asset Management AS103,758$4.48M0.0%+1.8%0.020%
8/12/2025Entropy Technologies LP15,153$654K0.1%N/A0.003%
8/12/2025Swiss National Bank1,580,197$68.19M0.0%+7.7%0.303%
8/12/2025ABN AMRO Bank N.V.433,019$18.77M0.2%N/A0.083%
8/12/2025Handelsbanken Fonder AB139,800$6.03M0.0%-3.3%0.027%
8/12/2025Bank Julius Baer & Co. Ltd Zurich27,514$1.19M0.0%-26.4%0.005%
8/12/2025Dynamic Technology Lab Private Ltd20,810$898K0.1%N/A0.004%
8/12/2025Ensign Peak Advisors Inc167,255$7.22M0.0%-10.4%0.032%
8/11/2025 Wealthspire Advisors LLC4,872$210K0.0%+7.8%0.001%
8/11/2025 Vanguard Group Inc.80,421,330$3.47B0.1%+1.6%15.403%
8/11/2025 Nomura Asset Management Co. Ltd.173,415$7.48M0.0%+5.4%0.033%
8/11/2025 Citigroup Inc.2,658,849$114.73M0.1%-20.4%0.509%
8/11/2025 Raiffeisen Bank International AG57,062$2.42M0.0%-17.2%0.011%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH896,235$38.60M0.1%-28.6%0.172%
8/8/2025 Letko Brosseau & Associates Inc.90,450$3.90M0.1%+10.5%0.017%
8/8/2025 Citizens Financial Group Inc. RI11,557$499K0.0%-2.8%0.002%
8/8/2025 Westwood Holdings Group Inc.30,652$1.32M0.0%-2.1%0.006%
8/8/2025 Intech Investment Management LLC5,842$252K0.0%-63.5%0.001%
8/8/2025 Cetera Investment Advisers21,462$926K0.0%-8.7%0.004%
8/8/2025 Creative Planning6,744$291K0.0%-69.5%0.001%
8/8/2025 SG Americas Securities LLC82,680$3.57M0.0%-43.9%0.016%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS121,625$5.25M0.0%+7.6%0.023%
8/8/2025 Police & Firemen s Retirement System of New Jersey78,706$3.40M0.0%-58.0%0.015%
8/8/2025 Geode Capital Management LLC12,790,061$549.55M0.0%-14.4%2.450%
8/8/2025 PNC Financial Services Group Inc.58,472$2.52M0.0%+16.2%0.011%
8/8/2025 Wealth Alliance LLC12,369$534K0.1%-9.3%0.002%
8/8/2025 Forsta AP Fonden116,200$5.01M0.0%+4.2%0.022%
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8/8/2025 KBC Group NV219,303$9.46M0.0%-0.7%0.042%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp224,311$9.68M0.0%-0.3%0.043%
8/8/2025 National Pension Service849,509$36.66M0.0%+0.8%0.163%
8/7/2025 Boston Partners20,810$898K0.0%-99.6%0.004%
8/7/2025 ProShare Advisors LLC100,384$4.33M0.0%+12.1%0.019%
8/7/2025 Flossbach Von Storch SE227,435$9.81M0.0%-45.1%0.044%
8/7/2025 Rathbones Group PLC88,380$3.81M0.0%-13.7%0.017%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.15,188$655K0.0%+238.4%0.003%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.976,543$42.14M0.0%+6.8%0.187%
8/7/2025Aviva PLC1,041,133$44.90M0.1%+23.9%0.199%
8/6/2025Summit Investment Advisors Inc.4,710$212K0.2%-5.7%0.001%
8/6/2025 AE Wealth Management LLC317,059$13.68M0.1%N/A0.061%
8/6/2025 Metis Global Partners LLC60,661$2.62M0.1%+14.3%0.012%
8/6/2025 Penserra Capital Management LLC2,779$119K0.0%+12.6%0.001%
8/6/2025 Vestmark Advisory Solutions Inc.11,748$507K0.0%N/A0.002%
8/6/2025 Savant Capital LLC546,109$23.57M0.1%-29.4%0.105%
8/6/2025 Twin Capital Management Inc.53,702$2.32M0.2%-3.8%0.010%
8/6/2025 Resona Asset Management Co. Ltd.152,070$6.56M0.0%N/A0.029%
8/5/2025 Huntington National Bank1,405$61K0.0%+64.3%0.000%
8/5/2025 Fullcircle Wealth LLC17,140$755K0.3%+2.2%0.003%
8/5/2025 Bank of New York Mellon Corp8,500,852$366.81M0.1%+19.7%1.628%
8/5/2025 Access Investment Management LLC325,475$14.04M4.0%N/A0.062%
8/5/2025 Machina Capital S.A.S.25,652$1.11M0.2%N/A0.005%
8/5/2025 Bank of Montreal Can502,717$21.69M0.0%+60.0%0.096%
8/5/2025 Burney Co.19,263$831K0.0%-57.5%0.004%
8/5/2025 State of Michigan Retirement System145,564$6.28M0.0%+0.2%0.028%
8/5/2025 Tredje AP fonden409,464$17.67M0.1%-2.5%0.078%
8/4/2025 Fisher Funds Management LTD93,963$4.06M0.1%-39.9%0.018%
8/4/2025 Pinnacle Associates Ltd.39,294$1.70M0.0%-11.2%0.008%
8/4/2025 Strs Ohio49,613$2.14M0.0%+43.2%0.010%
8/4/2025 Amalgamated Bank97,059$4.19M0.0%-0.7%0.019%
8/4/2025 Atria Investments Inc28,282$1.22M0.0%-35.9%0.005%
8/4/2025 Retirement Systems of Alabama728,187$31.42M0.1%-1.5%0.139%
8/4/2025 Assetmark Inc.2,172$94K0.0%+57.7%0.000%
8/4/2025 626 Financial LLC15,781$681K0.3%-2.8%0.003%
8/1/2025 Redmond Asset Management LLC17,915$773K0.2%N/A0.003%
8/1/2025 New York Life Investment Management LLC66,555$2.87M0.0%-1.6%0.013%
8/1/2025 AustralianSuper Pty Ltd31,334$1.35M0.0%N/A0.006%
8/1/2025 Teacher Retirement System of Texas79,258$3.42M0.0%+4.2%0.015%
8/1/2025 Y Intercept Hong Kong Ltd30,035$1.30M0.0%-3.1%0.006%
8/1/2025 Bessemer Group Inc.774$33K0.0%-75.0%0.000%
8/1/2025 Twin Lakes Capital Management LLC699$30K0.0%-28.7%0.000%
8/1/2025 Envestnet Asset Management Inc.407,489$17.58M0.0%-21.4%0.078%
7/31/2025 Nisa Investment Advisors LLC14,358$620K0.0%+71.9%0.003%
7/31/2025 Wealthfront Advisers LLC5,596$241K0.0%N/A0.001%
7/31/2025 Oppenheimer Asset Management Inc.52,998$2.29M0.0%-46.6%0.010%
7/31/2025 Whipplewood Advisors LLC1,026$44K0.0%+50.0%0.000%
7/31/2025 BIP Alliance LLC8,807$380K0.1%-2.5%0.002%
7/31/2025 Sumitomo Mitsui Trust Group Inc.1,048,957$45.26M0.0%+0.2%0.201%
7/31/2025 Incentive AS2,322,540$100.22M100.0%+0.4%0.445%
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7/31/2025 Asset Management One Co. Ltd.207,670$8.96M0.0%+1.7%0.040%
7/30/2025 LifeWealth Investments LLC7,735$334K0.1%N/A0.001%
7/30/2025 Forum Financial Management LP15,646$675K0.0%+59.0%0.003%
7/30/2025 Ethic Inc.41,103$1.77M0.0%+0.6%0.008%
7/30/2025 Adams Natural Resources Fund Inc.41,300$1.78M0.3%-50.4%0.008%
7/30/2025 Patten Group Inc.10,530$454K0.1%-9.9%0.002%
7/30/2025 Legacy Wealth Asset Management LLC13,551$585K0.1%+1.9%0.003%
7/30/2025 Securian Asset Management Inc.25,779$1.11M0.0%-1.2%0.005%
7/29/2025 Beverly Hills Private Wealth LLC89,177$3.85M0.7%+7.3%0.017%
7/29/2025 Mutual of America Capital Management LLC56,864$2.45M0.0%-1.1%0.011%
(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, 491 institutional investors and hedge funds held shares of Smurfit Westrock. The most heavily invested institutionals were Vanguard Group Inc. ($3.47B), Norges Bank ($1.30B), Nuveen Asset Management LLC ($1.12B), Nuveen LLC ($1.05B), Capital Research Global Investors ($993.17M), State Street Corp ($967.58M), and FIL Ltd ($590.85M).Learn more on Smurfit Westrock's institutional investors.

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

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

Which institutional investors have been buying Smurfit Westrock's stock?

Of the 429 institutional investors that purchased Smurfit Westrock's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($24.12M), Nuveen LLC ($23.33M), State Street Corp ($19.58M), Geode Capital Management LLC ($14.33M), FMR LLC ($9.81M), Mizuho Securities USA LLC ($7.84M), and Nuveen Asset Management LLC ($7.05M).

How much institutional buying is happening at Smurfit Westrock?

Institutional investors have bought a total of 218,787,659 shares in the last 24 months. This purchase volume represents approximately $10.89B in transactions.

Which of Smurfit Westrock's major shareholders have been selling company stock?

Of the 228 institutional investors that sold Smurfit Westrock's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Boston Partners ($10.98M), Victory Capital Management Inc. ($5.35M), Ruffer LLP ($3.83M), Lansdowne Partners UK LLP ($3.16M), Marshall Wace LLP ($3.09M), LBP AM SA ($2.70M), and Geode Capital Management LLC ($2.15M).

How much institutional selling is happening at Smurfit Westrock?

Institutional investors have sold a total of 58,128,770 shares in the last 24 months. This volume of shares sold represents approximately $2.80B in transactions.



This page (NYSE:SW) was last updated on 8/13/2025 by MarketBeat.com Staff
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