SMURFIT WESTROCK PLC (SW)
Institutional ownership reported to the SEC as of Q3 2026, across 9 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $141.8M | 3,214,979 | 1.24% | 8q | +719.6%+$124.5M |
| KWMG, LLC | $7.0M | 158,550 | 0.50% | 9q | +2.7%+$186.1K |
| Sound Income Strategies, LLC | $5.6M | 135,584 | 0.25% | 9q | HELD |
| Investors Research Corp | $1.4M | 31,620 | 0.25% | 9q | HELD |
| Legacy Wealth Asset Management, LLC | $1.4M | 31,495 | 0.30% | 7q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $875.6K | 19,855 | 0.07% | 8q | HELD |
| GAMMA Investing LLC | $675.9K | 15,326 | 0.02% | 9q | +28.1%+$148.3K |
| Valeo Financial Advisors, LLC | $296.9K | 6,732 | 0.01% | new | NEW |
| Versant Capital Management, Inc | $280.1K | 6,351 | 0.02% | 8q | +9.7%+$24.8K |
| Farther Finance Advisors, LLC | $255.9K | 5,802 | 0.00% | 8q | -65.7%-$490.4K |
| Balefire, LLC | $235.2K | 5,333 | 0.04% | 3q | -24.7%-$77.3K |
| Venture Visionary Partners LLC | $200.2K | 4,539 | 0.01% | new | NEW |
| Bank & Trust Co | $113.3K | 2,570 | 0.07% | 7q | HELD |
| MassMutual Private Wealth & Trust, FSB | $32.8K | 744 | 0.00% | 9q | +16.1%+$4.5K |
| Sarver Vrooman Wealth Advisors | $31.4K | 712 | 0.02% | 7q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $20.8K | 471 | 0.00% | 9q | HELD |
| GK Wealth Management LLC | $9.6K | 217 | 0.01% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $9.5K | 215 | 0.01% | new | NEW |
| EASTERN BANK | $6.9K | 156 | 0.00% | 7q | HELD |
| Mn Services Vermogensbeheer B.V. | $6.7K | 152,700 | 0.05% | 2q | HELD |
| Retirement Wealth Solutions LLC | $3.6K | 82 | 0.00% | 8q | +13.9% |
| CoreCap Advisors, LLC | $3.4K | 78 | 0.00% | 8q | -48.3%-$3.2K |
| ELEVATION WEALTH PARTNERS, LLC | $3.3K | 74 | 0.00% | 5q | -16.9% |
| Planning Strategies Inc. | $1.2K | 27 | 0.00% | 2q | +17.4% |
| Davis Capital Management | $1.1K | 25 | 0.00% | 3q | +19.0% |
| CX Institutional | $277 | 6,276 | 0.01% | 7q | +2.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $160.2M | 3,641,537 | 4 | 8 | 4 | 0.0% |
| Q2 2026 | 645 | $25.0B | 538,884,328 | 102 | 254 | 188 | 0.5% |
| Q1 2026 | 617 | $19.4B | 485,457,550 | 89 | 255 | 163 | 0.2% |
| Q4 2025 | 602 | $17.8B | 460,632,846 | 73 | 210 | 216 | 0.2% |
| Q3 2025 | 604 | $19.6B | 459,170,748 | 83 | 236 | 162 | 0.2% |
| Q2 2025 | 579 | $19.5B | 450,717,748 | 66 | 204 | 218 | 0.1% |
| Q1 2025 | 597 | $19.7B | 437,410,495 | 71 | 201 | 208 | 0.1% |
| Q4 2024 | 605 | $23.6B | 437,609,453 | 118 | 187 | 181 | 0.2% |
| Q3 2024 | 504 | $20.5B | 413,184,499 | 504 | 0 | 0 | 0.3% |