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Smurfit Westrock (SW) Institutional Ownership

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$44.51 -1.43 (-3.11%)
Closing price 03:59 PM Eastern
Extended Trading
$44.50 -0.01 (-0.03%)
As of 06:11 PM 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)
399
Total
Institutional Inflows
(last 12 months)
$10.35B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$2.03B
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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
5/21/2025 Geneos Wealth Management Inc.6,292$284K0.0%+5.6%0.001%
5/20/2025 Focus Partners Wealth8,998$405K0.0%-5.2%0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC519,168$23.39M0.0%+2.3%0.099%
5/16/2025 Woodline Partners LP41,772$1.88M0.0%+40.8%0.008%
5/16/2025 Zurich Insurance Group Ltd FI765,749$34.24M0.3%-59.8%0.147%
5/16/2025 MBB Public Markets I LLC6,947$313K0.0%N/A0.001%
5/16/2025 Meiji Yasuda Life Insurance Co27,586$1.24M0.0%-4.9%0.005%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.107,982$4.87M0.2%-4.5%0.021%
5/16/2025 Great Lakes Advisors LLC291,138$13.12M0.1%N/A0.056%
5/16/2025 Goldman Sachs Group Inc.2,542,733$114.58M0.0%-19.2%0.487%
5/16/2025 Stance Capital LLC23,304$1.05M0.7%N/A0.004%
5/16/2025 PharVision Advisers LLC4,451$201K0.3%N/A0.001%
5/16/2025 Nissay Asset Management Corp Japan ADV63,699$2.87M0.0%+1.3%0.012%
5/16/2025 NewEdge Advisors LLC13,264$598K0.0%+192.3%0.003%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.48,559$2.19M0.0%+5.9%0.009%
5/16/2025 Integrated Wealth Concepts LLC5,501$248K0.0%+6.7%0.001%
5/16/2025 Jacobs Levy Equity Management Inc.20,271$913K0.0%N/A0.004%
5/16/2025 Edmond DE Rothschild Holding S.A.5,053$226K0.0%+6.1%0.001%
5/16/2025 Alliancebernstein L.P.5,689,254$256.36M0.1%+16.1%1.090%
5/16/2025 AQR Capital Management LLC13,425$593K0.0%+90.5%0.003%
5/16/2025 Amundi5,022,339$214.50M0.1%+6.6%0.962%
5/16/2025 Adage Capital Partners GP L.L.C.451,189$20.33M0.0%-25.4%0.086%
5/15/2025 Royal Bank of Canada940,766$42.39M0.0%-11.9%0.180%
5/15/2025 Paradigm Capital Management Inc. NY98,180$4.42M0.2%-74.1%0.019%
5/15/2025 Quarry LP1,416$64K0.0%+284.8%0.000%
5/15/2025 Orbis Allan Gray Ltd10,114,213$455.75M2.6%+74.8%1.938%
5/15/2025 Albar Capital Partners LLP163,011$7.35M3.3%N/A0.031%
5/15/2025 OLD Mission Capital LLC10,503$473K0.0%N/A0.002%
5/15/2025 Vident Advisory LLC38,729$1.75M0.0%+242.2%0.007%
5/15/2025 The Manufacturers Life Insurance Company 331,526$14.92M0.0%-13.0%0.064%
5/15/2025 Lansdowne Partners UK LLP1,929,952$86.96M12.3%-53.5%0.370%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 164,330$7.41M0.0%-50.7%0.031%
5/15/2025 OMERS ADMINISTRATION Corp76,467$3.45M0.0%+139.3%0.015%
5/15/2025 BNP Paribas Financial Markets986,592$44.46M0.0%+2.6%0.189%
5/14/2025 Transamerica Financial Advisors LLC2,460$111K0.0%+46.0%0.000%
5/14/2025 Rafferty Asset Management LLC34,092$1.54M0.0%-20.5%0.007%
5/14/2025 Causeway Capital Management LLC2,693,844$121.39M2.5%+1.2%0.516%
5/14/2025 Corebridge Financial Inc.113,753$5.13M0.0%-2.9%0.022%
5/14/2025 MetLife Investment Management LLC197,150$8.88M0.0%+50.3%0.038%
5/14/2025 SVB Wealth LLC1,082$49K0.0%N/A0.000%
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5/14/2025 APG Asset Management N.V.68,349$2.85M0.0%-23.2%0.013%
5/14/2025 Northwestern Mutual Wealth Management Co.10,300$464K0.0%+17.1%0.002%
5/14/2025 Allstate Corp8,588$387K0.0%-43.8%0.002%
5/14/2025 Ameriprise Financial Inc.8,428,762$379.80M0.1%-6.4%1.615%
5/14/2025 Norinchukin Bank The19,108$861K0.0%+10.0%0.004%
5/14/2025 Price T Rowe Associates Inc. MD989,425$44.59M0.0%+4.2%0.190%
5/14/2025 Incentive AS2,312,540$104.20M63.9%+1.2%0.443%
5/14/2025 Credit Agricole S A187,001$8.43M0.0%-38.4%0.036%
5/14/2025 Groupama Asset Managment527,572$23.77M0.2%+28.8%0.101%
5/14/2025 Hsbc Holdings PLC236,529$10.56M0.0%-53.2%0.045%
5/14/2025 Fuller & Thaler Asset Management Inc.198,806$8.96M0.0%+4.1%0.038%
5/14/2025 Wellington Management Group LLP969,929$43.67M0.0%+38.6%0.186%
5/14/2025 Korea Investment CORP118,873$5.36M0.0%-60.8%0.023%
5/13/2025 Northern Trust Corp4,285,833$193.12M0.0%-5.5%0.821%
5/13/2025 Raymond James Financial Inc.215,716$9.72M0.0%+1.3%0.041%
5/13/2025 Cresset Asset Management LLC29,217$1.32M0.0%+35.6%0.006%
5/13/2025 State of New Jersey Common Pension Fund D176,895$7.97M0.0%-8.5%0.034%
5/13/2025 American Century Companies Inc.173,270$7.81M0.0%-36.2%0.033%
5/13/2025 Ethic Inc.40,849$1.86M0.0%+9.0%0.008%
5/13/2025 Aberdeen Group plc41,637$1.86M0.0%-41.2%0.008%
5/13/2025 Dimensional Fund Advisors LP4,138,983$186.49M0.0%+16.5%0.793%
5/13/2025 Horizon Investments LLC7,133$321K0.0%+5.7%0.001%
5/13/2025 Kovitz Investment Group Partners LLC73,120$3.30M0.0%+1,010.9%0.014%
5/13/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund16,800$757K0.0%-89.2%0.003%
5/13/2025 Boston Partners5,374,682$241.18M0.3%-4.8%1.030%
5/13/2025 Tokio Marine Asset Management Co. Ltd.18,002$811K0.0%+3.4%0.003%
5/13/2025 National Pension Service843,136$37.99M0.0%+12.1%0.162%
5/13/2025 Russell Investments Group Ltd.337,724$15.20M0.0%+85.3%0.065%
5/13/2025 Rathbones Group PLC102,395$4.57M0.0%-1.6%0.020%
5/13/2025 HighTower Advisors LLC26,774$1.21M0.0%-26.3%0.005%
5/12/2025 Public Sector Pension Investment Board63,941$2.88M0.0%+9.5%0.012%
5/12/2025 Nuveen LLC23,331,099$1.05B0.3%N/A4.470%
5/12/2025 Invesco Ltd.10,244,072$461.60M0.1%+4.0%1.963%
5/12/2025 Mizuho Securities USA LLC39,588$1.78M0.0%-15.5%0.008%
5/12/2025 Benjamin Edwards Inc.6,512$293K0.0%-5.5%0.001%
5/12/2025 JPMorgan Chase & Co.6,100,067$274.87M0.0%+39.3%1.169%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.4,488$202K0.0%N/A0.001%
5/12/2025 Zions Bancorporation National Association UT649$29K0.0%N/A0.000%
5/12/2025 Wolverine Asset Management LLC12,000$541K0.0%N/A0.002%
5/12/2025 Forsta AP Fonden111,500$5.02M0.0%+1.6%0.021%
5/12/2025 National Bank of Canada FI329,072$14.83M0.0%+37.4%0.063%
5/12/2025 Swiss National Bank1,466,997$66.10M0.0%-0.1%0.281%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.914,246$41.20M0.0%+16.1%0.175%
5/12/2025 Maryland State Retirement & Pension System24,162$1.09M0.0%-12.5%0.005%
5/9/2025 Deutsche Bank AG7,338,884$330.69M0.1%-1.7%1.406%
5/9/2025 Charles Schwab Investment Management Inc.2,924,500$131.78M0.0%-2.4%0.560%
5/9/2025 Citizens Financial Group Inc. RI11,893$536K0.0%+2.8%0.002%
5/9/2025 Wharton Business Group LLC48,952$2.28M0.1%-27.0%0.009%
5/9/2025 Nicholas Hoffman & Company LLC.16,190$730K0.0%+69.1%0.003%
5/9/2025 Vanguard Group Inc.79,187,333$3.56B0.1%+0.4%15.171%
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5/9/2025 Legacy Capital Group California Inc.6,489$292K0.1%+36.2%0.001%
5/9/2025 Westwood Holdings Group Inc.31,313$1.41M0.0%-17.1%0.006%
5/9/2025 Wealthspire Advisors LLC4,521$204K0.0%-13.1%0.001%
5/9/2025 Cary Street Partners Investment Advisory LLC2,842$128K0.1%+40.9%0.001%
5/9/2025 Empower Advisory Group LLC6,465$291K0.0%N/A0.001%
5/9/2025 Cary Street Partners Financial LLC2,591$117K0.0%+19.0%0.000%
5/9/2025 ING Groep NV28,932$1.30M0.0%-54.2%0.006%
5/9/2025 PNC Financial Services Group Inc.50,311$2.27M0.0%+3.1%0.010%
5/8/2025 Moors & Cabot Inc.9,914$447K0.0%-4.5%0.002%
5/8/2025Jefferies Financial Group Inc.71,821$3.22M0.0%+138.4%0.014%
(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, 470 institutional investors and hedge funds held shares of Smurfit Westrock. The most heavily invested institutionals were Vanguard Group Inc. ($3.56B), 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 Geode Capital Management LLC ($769.98M).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 399 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), 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 206,214,538 shares in the last 24 months. This purchase volume represents approximately $10.35B in transactions.

Which Smurfit Westrock major shareholders have been selling company stock?

Of the 197 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: Victory Capital Management Inc. ($5.35M), Ruffer LLP ($3.83M), Lansdowne Partners UK LLP ($3.16M), Marshall Wace LLP ($3.09M), LBP AM SA ($2.24M), Barclays PLC ($1.90M), and Millennium Management LLC ($1.73M).

How much institutional selling is happening at Smurfit Westrock?

Institutional investors have sold a total of 40,300,090 shares in the last 24 months. This volume of shares sold represents approximately $2.03B in transactions.



This page (NYSE:SW) was last updated on 5/21/2025 by MarketBeat.com Staff
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