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Smurfit Westrock (SW) Institutional Ownership

Smurfit Westrock logo
$49.41 +1.22 (+2.53%)
As of 08/21/2026 03:58 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)
344
Total
Institutional Inflows
(last 12 months)
$4.41B
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$3.18B
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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
8/23/2026 HB Wealth Management LLC12,775$591K0.0%+35.7%0.002%
8/23/2026 Saudi Central Bank36,698$1.70M0.0%+90.4%0.007%
8/22/2026 Raiffeisen Bank International AG18,272$844K0.0%+2,920.2%0.003%
8/22/2026 TD Waterhouse Canada Inc.937$43K0.0%-26.6%0.000%
8/22/2026 Concurrent Investment Advisors LLC140,975$6.52M0.1%+0.3%0.027%
8/22/2026 NEOS Investment Management LLC84,668$3.92M0.0%+13.3%0.016%
8/21/2026 AXQ Capital LP11,711$542K0.1%-17.1%0.002%
8/21/2026 Continuum Advisory LLC3,728$172K0.0%N/A0.001%
8/20/2026 Maple Rock Capital Partners Inc.2,608,298$120.66M2.4%N/A0.497%
8/19/2026 New Mexico Educational Retirement Board25,985$1.20M0.0%+8.3%0.005%
8/19/2026 Braun Stacey Associates Inc.278,030$12.86M0.4%N/A0.053%
8/19/2026 Wellington Management Group LLP662,595$30.65M0.0%+38.2%0.126%
8/18/2026 Public Employees Retirement System of Ohio161,792$7.48M0.0%N/A0.031%
8/14/2026 Manning & Napier Advisors LLC25,098$1.16M0.0%N/A0.005%
8/14/2026 Paradigm Capital Management Inc. NY18,180$841K0.0%N/A0.003%
8/14/2026 Cullen Capital Management LLC1,359,382$62.89M0.6%N/A0.259%
8/11/2026 Advisors Preferred LLC75,037$3.45M0.5%N/A0.014%
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%
6/18/2026 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%
5/19/2026McIlrath & Eck LLC1,680$67K0.0%-17.1%0.000%
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5/19/2026 Bank 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%
5/19/2026 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%
5/18/2026California 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%
5/18/2026Evelyn 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%
5/16/2026 The Manufacturers Life Insurance Company1,218,471$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%
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%
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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%


SW Institutional Ownership - Frequently Asked Questions

During the previous two years, 640 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 592 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 107,911,247 shares in the last 24 months. This purchase volume represents approximately $4.41B in transactions.

Of the 226 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 79,333,040 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.


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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 8/23/2026. New 13F filings are added each quarter as they're published.
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