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Smurfit Westrock (SW) Institutional Ownership

Smurfit Westrock logo
$42.58 -0.46 (-1.08%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$43.40 +0.82 (+1.93%)
As of 10/2/2026 07:57 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)
343
Total
Institutional Inflows
(last 12 months)
$4.44B
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$3.16B
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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
10/2/2026Versant Capital Management Inc6,351$280K0.0%+9.7%0.001%
9/23/2026QRG Capital Management Inc.17,541$811K0.0%+6.1%0.003%
9/9/2026Sequoia Financial Advisors LLC12,919$598K0.0%-6.6%0.002%
9/9/2026Tidal Investments LLC30,514$1.41M0.0%-16.9%0.006%
9/9/2026National Pension Service117,534$5.44M0.0%+23.6%0.022%
9/9/2026Engineers Gate Manager LP786,518$36.38M0.5%+2,986.4%0.150%
9/9/2026Integrated Wealth Concepts LLC3,305$153K0.0%N/A0.001%
9/9/2026Squarepoint Ops LLC25,145$1.16M0.0%+81.1%0.005%
9/8/2026Allworth Financial LP2,668$123K0.0%-12.6%0.001%
9/8/2026Arizona State Retirement System150,310$6.95M0.0%+5.9%0.029%
8/27/2026Corient Private Wealth LP19,486$901K0.0%-69.0%0.004%
8/23/2026HB Wealth Management LLC12,775$591K0.0%+35.7%0.002%
8/23/2026Saudi Central Bank36,698$1.70M0.0%+90.4%0.007%
8/22/2026Raiffeisen Bank International AG18,272$844K0.0%+2,920.2%0.003%
8/22/2026TD Waterhouse Canada Inc.937$43K0.0%-26.6%0.000%
8/22/2026Concurrent Investment Advisors LLC140,975$6.52M0.1%+0.3%0.027%
8/22/2026NEOS Investment Management LLC84,668$3.92M0.0%+13.3%0.016%
8/21/2026AXQ Capital LP11,711$542K0.1%-17.1%0.002%
8/21/2026Continuum Advisory LLC3,728$172K0.0%N/A0.001%
8/20/2026Maple Rock Capital Partners Inc.2,608,298$120.66M2.4%N/A0.497%
8/19/2026New Mexico Educational Retirement Board25,985$1.20M0.0%+8.3%0.005%
8/19/2026Braun Stacey Associates Inc.278,030$12.86M0.4%N/A0.053%
8/19/2026Wellington Management Group LLP662,595$30.65M0.0%+38.2%0.126%
8/18/2026Public Employees Retirement System of Ohio161,792$7.48M0.0%N/A0.031%
8/14/2026Manning & Napier Advisors LLC25,098$1.16M0.0%N/A0.005%
8/14/2026Paradigm Capital Management Inc. NY18,180$841K0.0%N/A0.003%
8/14/2026Cullen Capital Management LLC1,359,382$62.89M0.6%N/A0.259%
8/11/2026Advisors Preferred LLC75,037$3.45M0.5%N/A0.014%
7/10/2026Trinity Street Asset Management LLP5,261,555$243.40M12.5%N/A1.003%
7/10/2026Fruth Investment Management36,537$1.69M0.4%-1.4%0.007%
7/10/2026Handelsbanken Fonder AB194,600$9.00M0.0%+23.4%0.037%
7/10/2026Sage Capital Advisors llc77,884$3.60M0.7%-0.4%0.015%
7/9/2026Legacy Wealth Asset Management LLC31,416$1.45M0.3%+23.1%0.006%
7/8/2026Kwmg LLC154,330$7.14M0.5%+3.7%0.029%
7/8/2026Czech National Bank149,283$6.91M0.0%+4.9%0.028%
7/8/2026Assenagon Asset Management S.A.25,213$1.17M0.0%+31.4%0.005%
7/7/2026Balefire LLC7,085$328K0.1%-65.3%0.001%
7/7/2026GAMMA Investing LLC11,963$553K0.0%+5.8%0.002%
7/7/2026Moody National Bank Trust Division19,785$915K0.1%+9.0%0.004%
7/2/2026Versant Capital Management Inc5,788$268K0.0%+103.2%0.001%
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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 Company1,218,471$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%
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%
5/7/2026Balefire 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%
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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%


SW Institutional Ownership - Frequently Asked Questions

During the previous two years, 641 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 593 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 108,694,364 shares in the last 24 months. This purchase volume represents approximately $4.44B in transactions.

Of the 227 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), UBS Group AG ($7.62M), Soros Fund Management LLC ($5.34M), Orbis Allan Gray Ltd ($4.99M), Franklin Resources Inc. ($4.52M), Ruffer LLP ($3.76M), and Pictet Asset Management Holding SA ($3.57M).

Institutional investors have sold a total of 78,931,650 shares in the last 24 months. This volume of shares sold represents approximately $3.16B in transactions.


Related Companies

Institutional ownership data for NYSE:SW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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