Smurfit Westrock (SW) Institutional Ownership

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$44.49 -0.90 (-1.98%)
Closing price 03:58 PM Eastern
Extended Trading
$43.63 -0.86 (-1.94%)
As of 08:00 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)
391
Total
Institutional Inflows
(last 12 months)
$5.81B
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$4.12B
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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
6/18/2026 Pacer Advisors Inc.43,029$1.72M0.0%-26.0%0.008%
6/18/2026 Southern Financial Group LLC6,489$259K0.1%+12.8%0.001%
6/16/2026 Empowered Funds LLC22,363$891K0.0%-34.6%0.004%
6/15/2026 Lombard Odier Asset Management Europe Ltd247,655$9.87M0.1%-35.6%0.047%
6/9/2026 Rathbones Group PLC70,007$2.79M0.0%-9.7%0.013%
6/2/2026 Optiver Holding B.V.26,941$1.07M0.0%N/A0.005%
5/26/2026 Axiom Investment Management LLC1,554$62K0.0%N/A0.000%
5/22/2026 Groupama Asset Managment564,888$22.51M0.3%-3.3%0.108%
5/22/2026 Access Investment Management LLC145,675$5.81M1.5%-56.0%0.028%
5/19/2026 McIlrath & Eck LLC1,680$67K0.0%-17.1%0.000%
5/19/2026 Bank of America Corp DE5,460,163$217.59M0.0%+6.2%1.042%
5/19/2026 Janus Henderson Group PLC212,511$8.35M0.0%+11.2%0.041%
5/19/2026 South Dakota Investment Council321,477$12.81M0.2%-17.7%0.061%
5/18/2026 Amundi3,964,673$157.99M0.0%-4.6%0.756%
5/18/2026 EverSource Wealth Advisors LLC9,877$394K0.0%+63.8%0.002%
5/18/2026 California State Teachers Retirement System603,376$24.05M0.0%-5.0%0.115%
5/18/2026 Royal Bank of Canada1,820,494$72.55M0.0%+5.1%0.347%
5/18/2026 Recurrent Investment Advisors LLC26,095$1.04M0.1%+113.5%0.005%
5/18/2026 Redwood Grove Capital LLC449,636$17.92M5.8%+9.2%0.086%
5/18/2026 Rokos Capital Management LLP100,000$3.99M0.0%N/A0.019%
5/18/2026 Empowered Funds LLC22,363$891K0.0%-34.6%0.004%
5/18/2026 Evelyn Partners Investment Management Europe Ltd76,163$3.04M1.0%-3.6%0.015%
5/18/2026 Evelyn Partners Investment Management LLP603,376$24.05M0.7%-12.7%0.115%
5/18/2026 Evelyn Partners Investment Management Services Ltd79,727$3.18M0.4%-20.0%0.015%
5/16/2026 The Manufacturers Life Insurance Company 1,218,471$48.55M0.0%+3.3%0.232%
5/16/2026 Quantinno Capital Management LP358,331$14.28M0.0%+77.7%0.068%
5/15/2026 OMERS ADMINISTRATION Corp16,582$661K0.0%+52.6%0.003%
5/15/2026 Lombard Odier Asset Management Switzerland SA51,160$2.04M0.1%+90.5%0.010%
5/15/2026 Lombard Odier Asset Management Europe Ltd247,655$9.87M0.5%-35.6%0.047%
5/15/2026 Lombard Odier Asset Management USA Corp32,500$1.30M0.1%N/A0.006%
5/15/2026 Van Den Berg Management I Inc.160,915$6.41M1.5%+3.1%0.031%
5/15/2026 Wealth Alliance LLC11,985$478K0.0%N/A0.002%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund32,824$1.31M0.0%+59.0%0.006%
5/14/2026 GC Wealth Management RIA LLC21,838$870K0.0%+24.6%0.004%
5/14/2026 Public Employees Retirement System of Ohio156,446$6.23M0.0%-0.2%0.030%
5/14/2026 Compound Planning Inc.9,634$384K0.0%+10.2%0.002%
5/14/2026 Sei Investments Co.1,497,967$59.70M0.1%-17.2%0.286%
5/13/2026 Cetera Investment Advisers58,797$2.34M0.0%+16.8%0.011%
5/13/2026 NewEdge Wealth LLC20,753$827K0.0%-6.6%0.004%
5/13/2026 CI Investments Inc.86,398$3.44M0.0%+5.1%0.016%
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5/13/2026 First Trust Advisors LP1,751,085$69.78M0.0%+30.3%0.334%
5/12/2026 ABN Amro Investment Solutions25,438$1.01M0.0%N/A0.005%
5/8/2026 PNC Financial Services Group Inc.57,112$2.28M0.0%+29.6%0.011%
5/8/2026 Oslo Pensjonsforsikring AS837,817$33.39M5.2%N/A0.160%
5/7/2026 Dimensional Fund Advisors LP4,848,130$193.14M0.0%+3.4%0.925%
5/7/2026 Sound Shore Management Inc. CT1,509,136$60.14M2.0%N/A0.288%
5/7/2026 Balefire LLC20,396$813K0.2%N/A0.004%
5/7/2026 KBC Group NV875,030$34.87M0.1%+101.3%0.167%
5/7/2026 SEB Asset Management AB103,258$4.12M0.0%N/A0.020%
5/7/2026 Swiss National Bank1,532,397$61.07M0.0%+7.1%0.292%
5/7/2026 Mediolanum International Funds Ltd134,838$5.16M0.1%-4.1%0.026%
5/6/2026 California Public Employees Retirement System847,401$33.77M0.0%-2.7%0.162%
5/6/2026 Bessemer Group Inc.3,208$128K0.0%+93.1%0.001%
5/6/2026 Allspring Global Investments Holdings LLC21,632$868K0.0%+2.3%0.004%
5/6/2026 Prosperity Consulting Group LLC13,083$521K0.0%+14.1%0.002%
5/5/2026 Wealthfront Advisers LLC13,406$534K0.0%+37.6%0.003%
5/5/2026 Bank of New York Mellon Corp8,823,021$351.60M0.1%-2.6%1.683%
5/5/2026 MASTERINVEST Kapitalanlage GmbH27,408$1.07M0.1%N/A0.005%
5/5/2026 Advisors Preferred LLC65,535$2.61M0.4%-28.4%0.013%
5/4/2026 Calamos Wealth Management LLC5,627$224K0.0%N/A0.001%
5/4/2026 Calamos Advisors LLC5,627$224K0.0%N/A0.001%
5/4/2026 AMG National Trust Bank12,794$510K0.0%+33.0%0.002%
5/4/2026 State of Michigan Retirement System146,664$5.85M0.0%-0.2%0.028%
5/4/2026 Principal Financial Group Inc.704,670$28.08M0.0%+4.1%0.134%
5/4/2026 Verbena Value LP1,076,500$42.90M7.0%+67.0%0.205%
5/4/2026 J. Safra Sarasin Holding AG21,335$849K0.0%-17.4%0.004%
5/4/2026 Teachers Retirement System of The State of Kentucky32,382$1.29M0.0%+58.9%0.006%
5/1/2026 Fifth Third Bancorp7,359$293K0.0%+50.1%0.001%
5/1/2026 Sequoia Financial Advisors LLC13,837$551K0.0%+26.4%0.003%
5/1/2026 Manning & Napier Advisors LLC68,301$2.72M0.0%-4.7%0.013%
4/30/2026 Hsbc Holdings PLC1,110,677$44.06M0.0%N/A0.212%
4/30/2026 Sumitomo Mitsui Trust Group Inc.1,179,837$47.02M0.0%+3.4%0.225%
4/30/2026 Resona Asset Management Co. Ltd.146,881$5.85M0.0%-1.4%0.028%
4/30/2026 Greenwood Capital Associates LLC33,907$1.35M0.1%+7.5%0.006%
4/29/2026 Burney Co.16,397$653K0.0%-2.4%0.003%
4/28/2026 Praxis Investment Management Inc.12,168$485K0.0%-31.7%0.002%
4/28/2026 QRG Capital Management Inc.16,526$659K0.0%+61.7%0.003%
4/27/2026 HB Wealth Management LLC9,417$375K0.0%N/A0.002%
4/27/2026 BIP Wealth LLC61,991$2.47M0.1%-0.6%0.012%
4/27/2026 New York State Teachers Retirement System354,796$14.14M0.0%+9.0%0.068%
4/27/2026 Y Intercept Hong Kong Ltd160,845$6.41M0.1%N/A0.031%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund79,000$3.15M0.0%+542.3%0.015%
4/27/2026 Sound Income Strategies LLC133,815$5.37M0.3%+4.7%0.026%
4/25/2026 Keybank National Association OH5,547$221K0.0%N/A0.001%
4/24/2026 Root Financial Partners LLC768$31K0.0%+187.6%0.000%
4/24/2026 IFM Investors Pty Ltd118,214$4.71M0.0%+27.2%0.023%
4/23/2026 626 Financial LLC10,860$433K0.2%-19.9%0.002%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 171,333$6.83M0.0%-1.0%0.033%
4/22/2026 Patton Fund Management Inc.6,603$263K0.0%+8.2%0.001%
4/22/2026 Janney Montgomery Scott LLC15,914$634K0.0%-12.0%0.003%
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4/22/2026 Pictet Asset Management Holding SA1,419,085$56.55M0.1%-52.4%0.271%
4/22/2026 ABN AMRO Bank N.V.183,130$7.11M0.1%+544.2%0.035%
4/22/2026 Sterling Capital Management LLC30,801$1.23M0.0%-34.6%0.006%
4/22/2026 Fruth Investment Management37,037$1.48M0.4%-0.8%0.007%
4/21/2026 Wesbanco Bank Inc.5,045$201K0.0%N/A0.001%
4/21/2026 Aaron Wealth Advisors LLC6,229$248K0.0%N/A0.001%
4/21/2026 Louisiana State Employees Retirement System26,600$1.06M0.0%N/A0.005%
4/20/2026 Blue Trust Inc.5,791$231K0.0%-64.4%0.001%
4/20/2026 Banque Cantonale Vaudoise42,154$1.68M0.1%+73.0%0.008%
4/20/2026 Assenagon Asset Management S.A.19,191$765K0.0%-6.8%0.004%


SW Institutional Ownership - Frequently Asked Questions

During the previous two years, 635 institutional investors and hedge funds held shares of Smurfit Westrock. The most heavily invested institutionals were Vanguard Group Inc. ($2.36B), Capital Research Global Investors ($1.40B), Nuveen Asset Management LLC ($1.12B), State Street Corp ($953.31M), Nuveen LLC ($861.31M), Orbis Allan Gray Ltd ($539.71M), and Geode Capital Management LLC ($531.48M).Learn more on Smurfit Westrock's institutional investors.

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

Of the 586 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 ($54.31M), State Street Corp ($23.79M), Nuveen LLC ($23.33M), Geode Capital Management LLC ($14.48M), Orbis Allan Gray Ltd ($12.62M), Franklin Resources Inc. ($10.67M), and FMR LLC ($9.81M).

Institutional investors have bought a total of 141,147,374 shares in the last 24 months. This purchase volume represents approximately $5.81B in transactions.

Of the 269 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: Vanguard Group Inc. ($19.48M), Boston Partners ($10.71M), UBS Group AG ($7.62M), Soros Fund Management LLC ($5.34M), Orbis Allan Gray Ltd ($4.99M), Franklin Resources Inc. ($4.52M), and JPMorgan Chase & Co. ($3.77M).

Institutional investors have sold a total of 101,067,664 shares in the last 24 months. This volume of shares sold represents approximately $4.12B in transactions.



This page (NYSE:SW) was last updated on 6/23/2026 by MarketBeat.com Staff.
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