Free Trial
→ What is “gold skimming”? (From Brownstone Research) (Ad)tc pixel Free SW Stock Alerts

Smurfit Westrock (SW) Institutional Ownership

Smurfit Westrock logo
$40.44 -0.14 (-0.33%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$40.70 +0.26 (+0.63%)
As of 06:32 AM 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.
Compare

Institutional Ownership Changes (13F Filings) for Smurfit Westrock (NYSE:SW)

Current
Institutional Ownership
Percentage
83.38%
Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$6.08B
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$4.30B
Get SW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Smurfit Westrock stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SW Institutional Buying and Selling by Quarter

Smurfit Westrock Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/12/2026 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%
The one number Musk can't hide in the S-1 (Ad)

When SpaceX files its S-1 in June, one number will stand out - power consumption. Running 1 million GPUs requires more electricity than some small countries use in a year, and SEC rules require it be disclosed. When that figure goes public, every analyst on Wall Street will race to identify the supplier. One small company already has a $1.5 billion backlog - and Dylan Jovine has the name and ticker.tc pixel

See the stock the SpaceX S-1 filing is likely to expose
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%
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%
4/17/2026 Paragon Capital Management Inc.30,704$1.22M1.0%N/A0.006%
4/16/2026 SG Americas Securities LLC555,264$22.13M0.0%+264.5%0.106%
4/16/2026 Polianta Ltd33,900$1.35M0.2%-9.8%0.006%
4/16/2026 Diversified Trust Co44,753$1.78M0.0%-24.3%0.009%
4/15/2026 Weatherly Asset Management L. P.12,769$509K0.0%-10.5%0.002%
3/17/2026Stance Capital LLC38,873$1.50M0.6%N/A0.007%
3/17/2026Rockefeller Capital Management L.P.10,784$417K0.0%+39.8%0.002%
3/9/2026Corient Private Wealth LLC9,308$360K0.0%+34.1%0.002%
2/27/2026Groupama Asset Managment583,885$22.58M0.3%-9.3%0.112%
2/24/2026 Pacer Advisors Inc.58,130$2.25M0.0%-96.9%0.011%
2/19/2026Compound Planning Inc.8,739$338K0.0%+21.1%0.002%
2/19/2026 Invesco Ltd.9,542,537$369.01M0.1%-5.4%1.827%
2/19/2026Corient Private Wealth LLC9,677$358K0.0%+39.4%0.002%
2/19/2026 Alberta Investment Management Corp1,395,636$53.97M0.3%N/A0.267%
2/18/2026Mercer Global Advisors Inc. ADV22,148$856K0.0%+14.0%0.004%
2/18/2026Vident Advisory LLC241,037$9.32M0.1%+116.9%0.046%
2/18/2026Wahed Invest LLC13,721$531K0.1%+1.6%0.003%
2/18/2026State of Tennessee Department of Treasury182,297$7.59M0.0%+83.7%0.035%
2/18/2026Mackenzie Financial Corp455,977$17.66M0.0%-50.3%0.087%
2/18/2026Fuller & Thaler Asset Management Inc.212,835$8.23M0.0%-9.7%0.041%
2/18/2026Empowered Funds LLC34,184$1.32M0.0%+174.1%0.007%
2/18/2026XTX Topco Ltd13,295$514K0.0%-31.3%0.003%
2/18/2026Zurich Insurance Group Ltd FI666,789$25.76M0.2%-14.5%0.128%
2/18/2026Saba Capital Management L.P.137,389$5.31M0.2%N/A0.026%
2/18/2026Readystate Asset Management LP28,100$1.09M0.0%N/A0.005%
2/18/2026OLD Mission Capital LLC12,231$473K0.0%+132.0%0.002%
One coin wired into Elon's vision (Ad)

The Kevin Warsh Fed takeover is here. And he's brought a thesis with him that almost nobody is talking about. Warsh believes AI is deflationary. That productivity gains from artificial intelligence are quietly crushing inflation in the background… which gives the Fed cover to cut rates even while the economy is strong. If we're right, the macro environment flips bullish fast. And this asset sits at the intersection of two of the most powerful forces in the market right now.tc pixel

Click to get all the details.
2/18/2026Millennium Management LLC340,034$13.15M0.0%-88.3%0.065%
2/18/2026Moore Capital Management LP393,812$15.23M0.2%-46.6%0.075%
2/18/2026Man Group plc498,218$19.27M0.0%-48.8%0.095%
2/18/2026Investment Management Corp of Ontario42,748$1.65M0.0%+74.9%0.008%
2/18/2026Janus Henderson Group PLC191,123$7.38M0.0%-93.5%0.037%
2/18/2026Gotham Asset Management LLC656,496$25.39M0.1%+109.0%0.126%
2/18/2026Engineers Gate Manager LP166,086$6.42M0.1%N/A0.032%
2/18/2026Clearline Capital LP217,688$8.42M0.4%N/A0.042%
2/18/2026Balyasny Asset Management L.P.7,815$302K0.0%N/A0.001%
2/17/2026Guggenheim Capital LLC28,236$1.09M0.0%-24.2%0.005%


SW Institutional Ownership - Frequently Asked Questions

During the previous two years, 629 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 579 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 146,947,744 shares in the last 24 months. This purchase volume represents approximately $6.08B in transactions.

Of the 264 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 Lansdowne Partners UK LLP ($3.90M).

Institutional investors have sold a total of 105,088,920 shares in the last 24 months. This volume of shares sold represents approximately $4.30B in transactions.


Related Companies

This page (NYSE:SW) was last updated on 5/14/2026 by MarketBeat.com Staff.
From Our Partners
Is this AI lab Elon’s SpaceX lifeline?
Elon Musk went from calling one AI lab 'evil' to striking a deal giving it access to SpaceX's entire Colossus ...
Chaikin Analytics | Sponsoredtc pixel
Read this or regret it forever
Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” P...
Porter & Company | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Collect $1,170 a month from silver
I've Rarely Seen This With Silver This combination - 20% dividends + 68% share appreciation - never happens...
Investors Alley | Sponsoredtc pixel
Elon’s Biggest Launch Ever: 15x Bigger Than SpaceX
The Man Who Called Nvidia Before It Soared 1,000% Issues New Elon Musk BUY Alert Luke Lango was ranked Amer...
InvestorPlace | Sponsoredtc pixel
SpaceX IPO Warning: Before you buy any SpaceX shares, read this.
The SpaceX IPO is valued at $1.75 trillion - but buying shares directly may not be the strongest play availabl...
Weiss Ratings | Sponsoredtc pixel
If You'd Followed Nancy Pelosi's Stock Picks, You'd Be 43% Richer Than Everyone Else
Nancy Pelosi's portfolio gained 71 percent in 2024 while the S&P 500 returned just 28 percent. In 2023, she ea...
American Alternative | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel