SMURFIT WESTROCK PLC (SW)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
606
Reporting holders
$23.1B
Reported value
95.0%
Of shares outstanding
0.4%
Held as options
+23
Holder change
Institutions report 498,253,330 shares against 524,522,908 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.1B | 45,496,899 | 0.03% | 8q | +1.5%+$32.0M |
| Capital Research Global Investors | $2.0B | 42,634,328 | 0.28% | 8q | +9.4%+$169.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.6B | 34,245,410 | 0.03% | 2q | +0.8%+$13.2M |
| STATE STREET CORP | $1.3B | 28,063,403 | 0.04% | 8q | +11.1%+$129.8M |
| Nuveen, LLC | $1.1B | 24,812,775 | 0.27% | 6q | +0.9%+$10.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 24,357,234 | 0.05% | 2q | HELD |
| Capital World Investors | $715.8M | 15,472,417 | 0.08% | 2q | +24.1%+$138.8M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $695.7M | 15,039,041 | 7.53% | 8q | -3.4%-$24.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $670.3M | 14,544,325 | 0.04% | 8q | +2.0%+$12.8M |
| FRANKLIN RESOURCES INC | $622.4M | 13,455,443 | 0.13% | 8q | +4.0%+$24.2M |
| Invesco Ltd. | $528.9M | 11,433,276 | 0.04% | 8q | +7.4%+$36.4M |
| AMERIPRISE FINANCIAL INC | $460.2M | 9,947,344 | 0.09% | 8q | -42.1%-$334.9M |
| Bank of New York Mellon Corp | $458.1M | 9,903,796 | 0.08% | 8q | +12.2%+$50.0M |
| NORGES BANK | $454.8M | 9,884,546 | 0.05% | 6q | -22.9%-$134.8M |
| MORGAN STANLEY | $356.5M | 7,707,307 | 0.02% | 8q | +29.1%+$80.3M |
| FMR LLC | $346.9M | 7,499,469 | 0.02% | 8q | -25.7%-$119.9M |
| GOLDMAN SACHS GROUP INC | $337.1M | 7,286,056 | 0.03% | 8q | +21.9%+$60.6M |
| DEUTSCHE BANK AG\ | $315.4M | 6,817,187 | 0.09% | 8q | +4.4%+$13.3M |
| Orbis Allan Gray Ltd | $272.1M | 5,881,487 | 0.94% | 8q | -57.3%-$365.2M |
| BANK OF AMERICA CORP /DE/ | $266.4M | 5,758,154 | 0.02% | 8q | +5.5%+$13.8M |
| NORDEA INVESTMENT MANAGEMENT AB | $247.2M | 5,423,106 | 0.20% | 8q | -9.9%-$27.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $245.7M | 5,312,463 | 0.19% | 8q | -50.3%-$248.2M |
| Trinity Street Asset Management LLP | $243.4M | 5,261,555 | 12.53% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $241.3M | 5,215,798 | 0.04% | 8q | +7.6%+$17.0M |
| NORTHERN TRUST CORP | $221.6M | 4,789,400 | 0.03% | 8q | +1.8%+$3.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $214.6M | 4,639,784 | 0.12% | 2q | +23.5%+$40.8M |
| Legal & General Group Plc | $205.1M | 4,458,285 | 0.04% | 8q | -0.6%-$1.2M |
| UBS Group AG | $171.9M | 3,654,960 | 0.02% | 8q | -8.7%-$16.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $169.0M | 3,653,945 | 0.02% | 8q | +3.3%+$5.3M |
| Sixth Street Partners Management Company, L.P. | $169.0M | 3,653,945 | 0.02% | new | NEW |
| JPMORGAN CHASE & CO | $148.7M | 3,219,792 | 0.01% | 8q | -27.0%-$55.0M |
| Amundi | $139.2M | 3,008,141 | 0.03% | 8q | -24.1%-$44.2M |
| VANGUARD FIDUCIARY TRUST CO | $136.2M | 2,944,266 | 0.03% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $127.4M | 2,802,631 | 0.04% | 8q | -44.4%-$101.8M |
| Maple Rock Capital Partners Inc. | $120.7M | 2,608,298 | 2.37% | new | NEW |
| Ruffer LLP | $112.7M | 2,438,889 | 3.98% | 5q | -12.5%-$16.0M |
| Mirova US LLC | $109.3M | 2,363,387 | 1.18% | new | NEW |
| CITADEL ADVISORS LLC | $107.6M | 2,017,654 | 0.01% | 8q | +306.2%+$81.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $96.2M | 2,049,143 | 0.03% | 6q | -14.2%-$15.9M |
| Jupiter Topco LLC | $91.0M | 1,967,204 | 0.04% | new | FIRST |
| Alberta Investment Management Corp | $89.3M | 1,930,917 | 0.50% | 3q | -0.7%-$616.1K |
| CITIGROUP INC | $89.1M | 1,725,932 | 0.03% | 8q | -11.7%-$11.8M |
| BNP PARIBAS FINANCIAL MARKETS | $88.4M | 1,911,445 | 0.03% | 8q | +46.9%+$28.2M |
| AMERICAN CENTURY COMPANIES INC | $86.8M | 1,877,399 | 0.04% | 8q | +240.7%+$61.4M |
| Sound Shore Management Inc /CT/ | $84.9M | 1,835,817 | 2.61% | 2q | +21.6%+$15.1M |
| ROYAL BANK OF CANADA | $83.4M | 1,803,602 | 0.01% | 8q | -0.9%-$781.4K |
| FIRST TRUST ADVISORS LP | $83.3M | 1,801,677 | 0.05% | 8q | +2.9%+$2.3M |
| Polaris Capital Management, LLC | $75.7M | 1,635,802 | 7.13% | 7q | +19.7%+$12.5M |
| ALLIANCEBERNSTEIN L.P. | $70.1M | 1,759,841 | 0.02% | 8q | -5.8%-$4.3M |
| SOROS FUND MANAGEMENT LLC | $70.0M | 1,512,798 | 0.86% | 8q | -40.0%-$46.6M |
| SEI INVESTMENTS CO | $68.7M | 1,485,176 | 0.06% | 8q | -0.9%-$591.7K |
| HSBC HOLDINGS PLC | $68.6M | 1,486,681 | 0.03% | 2q | +33.9%+$17.4M |
| Swiss National Bank | $68.4M | 1,478,797 | 0.04% | 8q | -3.5%-$2.5M |
| Russell Investments Group, Ltd. | $65.4M | 1,414,797 | 0.06% | 8q | +53.5%+$22.8M |
| Pictet Asset Management Holding SA | $64.2M | 1,386,738 | 0.06% | 8q | -2.3%-$1.5M |
| Cullen Capital Management, LLC | $62.9M | 1,359,382 | 0.62% | 8q | +9.1%+$5.2M |
| Vontobel Holding Ltd. | $62.0M | 1,340,615 | 0.20% | 8q | +9.6%+$5.4M |
| MILLENNIUM MANAGEMENT LLC | $60.5M | 1,307,410 | 0.02% | new | NEW |
| Man Group plc | $59.9M | 1,295,906 | 0.10% | 8q | +78.8%+$26.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $59.3M | 1,282,728 | 0.03% | 8q | +9.4%+$5.1M |
| AVIVA PLC | $55.0M | 1,216,863 | 0.08% | 8q | HELD |
| VAN ECK ASSOCIATES CORP | $54.2M | 1,171,097 | 0.03% | 8q | +51.3%+$18.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $54.0M | 1,168,293 | 0.04% | 2q | +13.2%+$6.3M |
| Vanguard Global Advisers, LLC | $53.3M | 1,151,823 | 0.02% | 2q | -0.9%-$487.7K |
| Sumitomo Mitsui Trust Group, Inc. | $52.7M | 1,139,192 | 0.03% | 8q | -3.4%-$1.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $49.6M | 1,072,033 | 0.04% | 8q | -12.0%-$6.8M |
| BARCLAYS PLC | $46.8M | 1,011,974 | 0.01% | 8q | -37.2%-$27.7M |
| RHUMBLINE ADVISERS | $43.3M | 936,821 | 0.03% | 8q | +0.6%+$277.5K |
| Holowesko Partners Ltd. | $39.0M | 844,000 | 9.88% | 4q | +83.8%+$17.8M |
| Oslo Pensjonsforsikring AS | $38.8M | 839,077 | 4.46% | 2q | HELD |
| FEDERATED HERMES, INC. | $37.5M | 811,008 | 0.05% | 8q | +2432.2%+$36.0M |
| Engineers Gate Manager LP | $36.4M | 786,518 | 0.47% | 3q | +2986.4%+$35.2M |
| PATTEN & PATTEN INC/TN | $35.7M | 772,292 | 1.89% | 8q | HELD |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $33.7M | 727,897 | 1.73% | 8q | +7.7%+$2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $33.6M | 731,028 | 0.04% | 8q | +397.9%+$26.8M |
| Savant Capital, LLC | $33.4M | 785,695 | 0.10% | 8q | +67.9%+$13.5M |
| ENVESTNET ASSET MANAGEMENT INC | $33.1M | 715,783 | 0.01% | 8q | +12.6%+$3.7M |
| PRINCIPAL FINANCIAL GROUP INC | $32.5M | 702,966 | 0.02% | 8q | HELD |
| BROWN ADVISORY INC | $31.2M | 673,494 | 0.05% | 4q | +8.7%+$2.5M |
| Eurizon Capital SGR S.p.A. | $30.7M | 664,247 | 0.08% | 2q | +36.6%+$8.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $30.7M | 662,595 | 0.01% | 8q | +38.2%+$8.5M |
| ALPS ADVISORS INC | $30.1M | 651,233 | 0.14% | 3q | -1.7%-$532.5K |
| Exane Asset Management | $29.5M | 558,692 | 10.68% | 7q | -33.2%-$14.7M |
| FIL Ltd | $29.5M | 637,433 | 0.02% | 8q | -44.9%-$24.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.1M | 101,604 | 0.00% | 8q | -39.2%-$18.8M |
| Compagnie Lombard Odier SCmA | $28.0M | 606,042 | 0.30% | 8q | -2.4%-$690.0K |
| California Public Employees Retirement System | $27.9M | 603,796 | 0.02% | 4q | -28.7%-$11.3M |
| Triodos Investment Management BV | $27.1M | 586,314 | 1.65% | new | NEW |
| Gotham Asset Management, LLC | $27.0M | 583,204 | 0.06% | 4q | -16.7%-$5.4M |
| WELLS FARGO & COMPANY/MN | $26.7M | 547,539 | 0.00% | 8q | -27.7%-$10.2M |
| AE Wealth Management LLC | $26.5M | 573,686 | 0.12% | 5q | +9240.4%+$26.3M |
| SALEM INVESTMENT COUNSELORS INC | $26.0M | 562,063 | 0.64% | 8q | -1.5%-$393.2K |
| Evelyn Partners Group Ltd | $25.3M | 546,588 | 0.05% | new | FIRST |
| BANK OF MONTREAL /CAN/ | $24.2M | 523,612 | 0.01% | 8q | -28.3%-$9.6M |
| Verbena Value LP | $23.8M | 515,100 | 3.94% | 3q | -52.2%-$26.0M |
| PANAGORA ASSET MANAGEMENT INC | $23.5M | 507,706 | 0.07% | new | NEW |
| Redwood Grove Capital, LLC | $23.2M | 500,636 | 5.87% | 8q | +11.3%+$2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $22.2M | 479,695 | 0.03% | 7q | -17.9%-$4.8M |
| Bridgewater Associates, LP | $21.8M | 471,953 | 0.09% | new | NEW |
| CAMBIAR INVESTORS LLC | $21.4M | 463,154 | 0.93% | 3q | +13.4%+$2.5M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Capital Research Global Investors | 8.1% |
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 606 | $23.1B | 498,253,330 | 97 | 236 | 178 | 0.4% |
| Q1 2026 | 583 | $19.0B | 477,201,506 | 87 | 239 | 154 | 0.2% |
| Q4 2025 | 565 | $17.6B | 453,298,551 | 70 | 193 | 208 | 0.2% |
| Q3 2025 | 562 | $19.3B | 453,022,669 | 79 | 222 | 148 | 0.2% |
| Q2 2025 | 532 | $19.2B | 445,135,237 | 63 | 192 | 194 | 0.1% |
| Q1 2025 | 547 | $19.4B | 431,361,605 | 66 | 186 | 188 | 0.1% |
| Q4 2024 | 555 | $23.3B | 431,493,574 | 113 | 171 | 161 | 0.2% |
| Q3 2024 | 454 | $20.1B | 406,522,116 | 453 | 0 | 0 | 0.3% |