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Smurfit Westrock (SW) Institutional Ownership

Smurfit Westrock logo
$43.16 -1.07 (-2.42%)
Closing price 07/13/2026 03:59 PM Eastern
Extended Trading
$43.16 +0.01 (+0.01%)
As of 07/13/2026 06:18 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
389
Total
Institutional Inflows
(last 12 months)
$6.05B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$4.11B
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Skip Chart & View Institutional Buying and Selling Data

SW Institutional Buying and Selling by Quarter

Smurfit Westrock Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Trinity Street Asset Management LLP5,261,555$243.40M12.5%N/A1.003%
7/10/2026 Fruth Investment Management36,537$1.69M0.4%-1.4%0.007%
7/10/2026 Handelsbanken Fonder AB194,600$9.00M0.0%+23.4%0.037%
7/10/2026 Sage Capital Advisors llc77,884$3.60M0.7%-0.4%0.015%
7/9/2026 Legacy Wealth Asset Management LLC31,416$1.45M0.3%+23.1%0.006%
7/8/2026 Kwmg LLC154,330$7.14M0.5%+3.7%0.029%
7/8/2026 Czech National Bank149,283$6.91M0.0%+4.9%0.028%
7/8/2026 Assenagon Asset Management S.A.25,213$1.17M0.0%+31.4%0.005%
7/7/2026 Balefire LLC7,085$328K0.1%-65.3%0.001%
7/7/2026 GAMMA Investing LLC11,963$553K0.0%+5.8%0.002%
7/7/2026 Moody National Bank Trust Division19,785$915K0.1%+9.0%0.004%
7/2/2026 Versant Capital Management Inc5,788$268K0.0%+103.2%0.001%
7/2/2026 CX Institutional6,151$285K0.0%+50.2%0.001%
6/18/2026Pacer Advisors Inc.43,029$1.72M0.0%-26.0%0.008%
6/18/2026Southern Financial Group LLC6,489$259K0.1%+12.8%0.001%
6/16/2026Empowered Funds LLC22,363$891K0.0%-34.6%0.004%
6/15/2026Lombard Odier Asset Management Europe Ltd247,655$9.87M0.1%-35.6%0.047%
6/9/2026Rathbones Group PLC70,007$2.79M0.0%-9.7%0.013%
6/2/2026Optiver Holding B.V.26,941$1.07M0.0%N/A0.005%
5/26/2026Axiom Investment Management LLC1,554$62K0.0%N/A0.000%
5/22/2026Groupama Asset Managment564,888$22.51M0.3%-3.3%0.108%
5/22/2026Access Investment Management LLC145,675$5.81M1.5%-56.0%0.028%
5/19/2026McIlrath & Eck LLC1,680$67K0.0%-17.1%0.000%
5/19/2026Bank of America Corp DE5,460,163$217.59M0.0%+6.2%1.042%
5/19/2026Janus Henderson Group PLC212,511$8.35M0.0%+11.2%0.041%
5/19/2026South Dakota Investment Council321,477$12.81M0.2%-17.7%0.061%
5/18/2026Amundi3,964,673$157.99M0.0%-4.6%0.756%
5/18/2026EverSource Wealth Advisors LLC9,877$394K0.0%+63.8%0.002%
5/18/2026California State Teachers Retirement System603,376$24.05M0.0%-5.0%0.115%
5/18/2026Royal Bank of Canada1,820,494$72.55M0.0%+5.1%0.347%
5/18/2026Recurrent Investment Advisors LLC26,095$1.04M0.1%+113.5%0.005%
5/18/2026Redwood Grove Capital LLC449,636$17.92M5.8%+9.2%0.086%
5/18/2026Rokos Capital Management LLP100,000$3.99M0.0%N/A0.019%
5/18/2026Empowered Funds LLC22,363$891K0.0%-34.6%0.004%
5/18/2026Evelyn Partners Investment Management Europe Ltd76,163$3.04M1.0%-3.6%0.015%
5/18/2026Evelyn Partners Investment Management LLP603,376$24.05M0.7%-12.7%0.115%
5/18/2026Evelyn Partners Investment Management Services Ltd79,727$3.18M0.4%-20.0%0.015%
5/16/2026The Manufacturers Life Insurance Company 1,218,471$48.55M0.0%+3.3%0.232%
5/16/2026Quantinno Capital Management LP358,331$14.28M0.0%+77.7%0.068%
5/15/2026OMERS ADMINISTRATION Corp16,582$661K0.0%+52.6%0.003%
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5/15/2026Lombard Odier Asset Management Switzerland SA51,160$2.04M0.1%+90.5%0.010%
5/15/2026Lombard Odier Asset Management Europe Ltd247,655$9.87M0.5%-35.6%0.047%
5/15/2026Lombard Odier Asset Management USA Corp32,500$1.30M0.1%N/A0.006%
5/15/2026Van Den Berg Management I Inc.160,915$6.41M1.5%+3.1%0.031%
5/15/2026Wealth Alliance LLC11,985$478K0.0%N/A0.002%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund32,824$1.31M0.0%+59.0%0.006%
5/14/2026GC Wealth Management RIA LLC21,838$870K0.0%+24.6%0.004%
5/14/2026Public Employees Retirement System of Ohio156,446$6.23M0.0%-0.2%0.030%
5/14/2026Compound Planning Inc.9,634$384K0.0%+10.2%0.002%
5/14/2026Sei Investments Co.1,497,967$59.70M0.1%-17.2%0.286%
5/13/2026Cetera Investment Advisers58,797$2.34M0.0%+16.8%0.011%
5/13/2026NewEdge Wealth LLC20,753$827K0.0%-6.6%0.004%
5/13/2026CI Investments Inc.86,398$3.44M0.0%+5.1%0.016%
5/13/2026First Trust Advisors LP1,751,085$69.78M0.0%+30.3%0.334%
5/12/2026ABN Amro Investment Solutions25,438$1.01M0.0%N/A0.005%
5/8/2026PNC Financial Services Group Inc.57,112$2.28M0.0%+29.6%0.011%
5/8/2026Oslo Pensjonsforsikring AS837,817$33.39M5.2%N/A0.160%
5/7/2026Dimensional Fund Advisors LP4,848,130$193.14M0.0%+3.4%0.925%
5/7/2026Sound Shore Management Inc. CT1,509,136$60.14M2.0%N/A0.288%
5/7/2026 Balefire LLC20,396$813K0.2%N/A0.004%
5/7/2026KBC Group NV875,030$34.87M0.1%+101.3%0.167%
5/7/2026SEB Asset Management AB103,258$4.12M0.0%N/A0.020%
5/7/2026Swiss National Bank1,532,397$61.07M0.0%+7.1%0.292%
5/7/2026Mediolanum International Funds Ltd134,838$5.16M0.1%-4.1%0.026%
5/6/2026California Public Employees Retirement System847,401$33.77M0.0%-2.7%0.162%
5/6/2026Bessemer Group Inc.3,208$128K0.0%+93.1%0.001%
5/6/2026Allspring Global Investments Holdings LLC21,632$868K0.0%+2.3%0.004%
5/6/2026Prosperity Consulting Group LLC13,083$521K0.0%+14.1%0.002%
5/5/2026Wealthfront Advisers LLC13,406$534K0.0%+37.6%0.003%
5/5/2026Bank of New York Mellon Corp8,823,021$351.60M0.1%-2.6%1.683%
5/5/2026MASTERINVEST Kapitalanlage GmbH27,408$1.07M0.1%N/A0.005%
5/5/2026Advisors Preferred LLC65,535$2.61M0.4%-28.4%0.013%
5/4/2026Calamos Wealth Management LLC5,627$224K0.0%N/A0.001%
5/4/2026Calamos Advisors LLC5,627$224K0.0%N/A0.001%
5/4/2026AMG National Trust Bank12,794$510K0.0%+33.0%0.002%
5/4/2026State of Michigan Retirement System146,664$5.85M0.0%-0.2%0.028%
5/4/2026Principal Financial Group Inc.704,670$28.08M0.0%+4.1%0.134%
5/4/2026Verbena Value LP1,076,500$42.90M7.0%+67.0%0.205%
5/4/2026J. Safra Sarasin Holding AG21,335$849K0.0%-17.4%0.004%
5/4/2026Teachers Retirement System of The State of Kentucky32,382$1.29M0.0%+58.9%0.006%
5/1/2026Fifth Third Bancorp7,359$293K0.0%+50.1%0.001%
5/1/2026Sequoia Financial Advisors LLC13,837$551K0.0%+26.4%0.003%
5/1/2026Manning & Napier Advisors LLC68,301$2.72M0.0%-4.7%0.013%
4/30/2026Hsbc Holdings PLC1,110,677$44.06M0.0%N/A0.212%
4/30/2026Sumitomo Mitsui Trust Group Inc.1,179,837$47.02M0.0%+3.4%0.225%
4/30/2026Resona Asset Management Co. Ltd.146,881$5.85M0.0%-1.4%0.028%
4/30/2026Greenwood Capital Associates LLC33,907$1.35M0.1%+7.5%0.006%
4/29/2026Burney Co.16,397$653K0.0%-2.4%0.003%
4/28/2026Praxis Investment Management Inc.12,168$485K0.0%-31.7%0.002%
4/28/2026QRG Capital Management Inc.16,526$659K0.0%+61.7%0.003%
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4/27/2026HB Wealth Management LLC9,417$375K0.0%N/A0.002%
4/27/2026BIP Wealth LLC61,991$2.47M0.1%-0.6%0.012%
4/27/2026New York State Teachers Retirement System354,796$14.14M0.0%+9.0%0.068%
4/27/2026Y Intercept Hong Kong Ltd160,845$6.41M0.1%N/A0.031%
4/27/2026Fjarde AP Fonden Fourth Swedish National Pension Fund79,000$3.15M0.0%+542.3%0.015%
4/27/2026Sound Income Strategies LLC133,815$5.37M0.3%+4.7%0.026%
4/25/2026Keybank National Association OH5,547$221K0.0%N/A0.001%
4/24/2026Root Financial Partners LLC768$31K0.0%+187.6%0.000%
4/24/2026IFM Investors Pty Ltd118,214$4.71M0.0%+27.2%0.023%
4/23/2026626 Financial LLC10,860$433K0.2%-19.9%0.002%


SW Institutional Ownership - Frequently Asked Questions

During the previous two years, 636 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 587 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 146,428,474 shares in the last 24 months. This purchase volume represents approximately $6.05B in transactions.

Of the 267 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 100,984,344 shares in the last 24 months. This volume of shares sold represents approximately $4.11B in transactions.


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This page (NYSE:SW) was last updated on 7/14/2026 by MarketBeat.com Staff.
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