Smurfit WestrockSW

13F holders, Q2 2026 (June 30)
640holders +24
94new positions
69sold out
6famous investors
$46.14avg. 13F price*

At the end of Q2 2026, 640 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, up 24 from Q1 2026. 94 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($2.1B), Capital Research Global Investors ($2.0B) and Vanguard Capital Management LLC ($1.6B). 6 famous investors held it, including George Soros (1.2% of Soros Fund Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Smurfit Westrock PLC
Sector
Consumer Discretionary
CUSIP
G8267P108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q3 2024: 503Q3 2024Q4 2024: 602Q4 2024Q1 2025: 596Q1 2025Q2 2025: 575Q2 2025Q3 2025: 599Q3 2025Q4 2025: 595Q4 2025Q1 2026: 616Q1 2026Q2 2026: 640Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions94$775.3M
Exits69$124.3M

All 13F filers, Q1 2026 → Q2 2026: 50,109,487 shares bought and 34,751,548 shares sold, net +15,357,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 640 holders

BlackRock, Inc. 0.03% Add +1.5% 45,496,899 $2.1B
Capital Research Global Investors 0.28% Add +9.4% 42,634,328 $2.0B
Vanguard Capital Management LLC 0.03% Add +0.8% 34,245,410 $1.6B
State Street Corp. 0.04% Add +11.1% 28,063,403 $1.3B
Nuveen, LLC 0.27% Add +0.9% 24,812,775 $1.1B
Vanguard Portfolio Management LLC 0.05% Add +0.2% 24,357,234 $1.1B
Capital World Investors 0.09% Add +24.1% 15,472,417 $715.8M
Causeway Capital Management LLC 7.53% Reduce -3.4% 15,039,041 $695.7M
Geode Capital Management, LLC 0.04% Add +1.9% 14,544,325 $670.3M
Franklin Resources Inc. 0.14% Add +4.0% 13,455,443 $622.4M
Invesco Ltd. 0.04% Add +7.4% 11,433,276 $528.9M
Ameriprise Financial Inc. 0.09% Add +15.8% 9,947,344 $460.2M
Bank of New York Mellon Corp 0.08% Add +12.3% 9,903,796 $458.1M
Norges Bank 0.05% — 9,884,546 $454.8M
Morgan Stanley 0.02% Add +29.1% 7,707,307 $356.5M
FMR LLC 0.02% Reduce -25.7% 7,499,469 $346.9M
Goldman Sachs Group Inc. 0.04% Add +21.9% 7,286,056 $337.1M
Deutsche Bank AG 0.09% Add +4.4% 6,817,187 $315.4M
Orbis Allan Gray Ltd 0.94% Reduce -57.3% 5,881,487 $272.1M
Bank of America Corp. 0.02% Add +5.5% 5,758,154 $266.4M
Nordea Investment Management AB 0.20% Reduce -9.9% 5,423,106 $247.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.19% Reduce -50.3% 5,312,463 $245.7M
Trinity Street Asset Management LLP 12.53% New 5,261,555 $243.4M
Dimensional Fund Advisors LP 0.04% Add +7.6% 5,215,798 $241.3M
Northern Trust Corp. 0.03% Add +1.8% 4,789,400 $221.6M
Canada Pension Plan Investment Board 0.12% Add +23.5% 4,639,784 $214.6M
Legal & General Group Plc 0.04% Reduce -0.6% 4,458,285 $205.1M
UBS Group AG 0.03% Reduce -8.7% 3,654,960 $169.1M
Charles Schwab Investment Management Inc. 0.02% Add +3.3% 3,653,945 $169.0M
JPMorgan Chase & Co. 0.01% Reduce -27.0% 3,219,792 $148.7M
Amundi 0.03% Reduce -24.1% 3,008,141 $139.2M
Vanguard Fiduciary Trust Co. 0.03% Add +0.1% 2,944,266 $136.2M
AQR Capital Management 0.04% Reduce -44.4% 2,802,631 $127.4M
Maple Rock Capital Partners Inc. 2.37% New 2,608,298 $120.7M
Ruffer LLP 3.98% Reduce -12.5% 2,438,889 $112.7M
Thompson Siegel & Walmsley LLC 2.00% Reduce -2.1% 2,394,335 $110.8M
Mirova US LLC 1.18% New 2,363,387 $109.3M
Massachusetts Financial Services Co. 0.03% Reduce -14.2% 2,049,143 $96.2M
Citadel Advisors 0.05% Add +306.2% 2,017,654 $93.3M
Jupiter Topco LLC 0.04% — 1,967,204 $91.0M
Alberta Investment Management Corp 0.57% Reduce -0.7% 1,930,917 $89.3M
BNP Paribas Financial Markets 0.05% Add +46.9% 1,911,445 $88.4M
American Century Companies Inc. 0.04% Add +240.7% 1,877,399 $86.8M
Sound Shore Management Inc 2.61% Add +21.6% 1,835,817 $84.9M
Royal Bank of Canada 0.01% Reduce -0.9% 1,803,602 $83.4M
First Trust Advisors LP 0.05% Add +2.9% 1,801,677 $83.3M
Citigroup Inc. 0.04% Reduce -11.7% 1,725,932 $79.8M
Polaris Capital Management, LLC 7.13% Add +19.7% 1,635,802 $75.7M
Alliancebernstein L.P. 0.02% Reduce -5.8% 1,759,841 $70.1M
Soros Fund Management 1.22% Reduce -40.0% 1,512,798 $70.0M
Sei Investments Co. 0.06% Reduce -0.8% 1,485,176 $68.7M
HSBC Holdings PLC 0.03% Add +33.9% 1,486,681 $68.6M
Swiss National Bank 0.04% Reduce -3.5% 1,478,797 $68.4M
Russell Investments Group, Ltd. 0.06% Add +53.5% 1,414,797 $65.4M
Pictet Asset Management Holding SA 0.06% Reduce -2.3% 1,386,738 $64.2M
Cullen Capital Management, LLC 0.62% Add +9.1% 1,359,382 $62.9M
Vontobel Holding Ltd. 0.21% Add +9.6% 1,340,615 $62.0M
Millennium Management 0.04% New 1,307,410 $60.5M
T. Rowe Price Associates Inc. 0.01% Add +15.6% 1,298,861 $60.1M
Man Group plc 0.11% Add +78.8% 1,295,906 $59.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.3% 1,282,728 $59.3M
Aviva PLC 0.08% Add +0.3% 1,216,863 $55.0M
Van Eck Associates Corp. 0.03% Add +51.3% 1,171,097 $54.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% Add +13.2% 1,168,293 $54.0M
Vanguard Global Advisers, LLC 0.02% Reduce -0.9% 1,151,823 $53.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -3.4% 1,139,192 $52.7M
Manufacturers Life Insurance Company, The 0.04% Reduce -12.0% 1,072,033 $49.6M
Barclays PLC 0.01% Reduce -37.2% 1,011,974 $46.8M
Rhumbline Advisers 0.03% Add +0.6% 936,821 $43.3M
KBC Group NV 0.09% Reduce -2.0% 857,196 $39.7M
Holowesko Partners Ltd. 9.88% Add +83.8% 844,000 $39.0M
Oslo Pensjonsforsikring AS 4.46% Add +0.1% 839,077 $38.8M
Federated Hermes, Inc. 0.05% Add +2432.2% 811,008 $37.5M
Engineers Gate Manager LP 0.47% Add +2986.4% 786,518 $36.4M
Patten & Patten Inc. 1.89% Reduce -0.2% 772,292 $35.7M
Lakewood Capital Management, LP 1.75% Add +7.7% 727,897 $33.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +397.9% 731,028 $33.6M
Savant Capital, LLC 0.10% Add +67.9% 785,695 $33.4M
Envestnet Asset Management Inc. 0.01% Add +12.6% 715,783 $33.1M
Principal Financial Group Inc. 0.02% Reduce -0.2% 702,966 $32.5M
Brown Advisory Inc. 0.05% Add +8.7% 673,494 $31.2M
Eurizon Capital SGR S.p.A. 0.08% Add +36.6% 664,247 $30.7M
Wellington Management Group LLP 0.01% Add +38.2% 662,595 $30.7M
Alps Advisors Inc. 0.14% Reduce -1.7% 651,233 $30.1M
Exane Asset Management 10.68% Reduce -33.2% 558,692 $29.5M
FIL Ltd 0.02% Reduce -44.9% 637,433 $29.5M
California State Teachers Retirement System 0.03% Add +0.9% 609,071 $28.2M
Lazard Freres Gestion S.A.S. 0.49% New 608,900 $28.2M
Compagnie Lombard Odier SCmA 0.30% Reduce -2.4% 606,042 $28.0M
California Public Employees Retirement System 0.02% Reduce -28.8% 603,796 $27.9M
Triodos Investment Management BV 1.65% New 586,314 $27.1M
Gotham Asset Management 0.06% Reduce -16.7% 583,204 $27.0M
AE Wealth Management LLC 0.12% Add +9240.4% 573,686 $26.5M
Salem Investment Counselors Inc. 0.64% Reduce -1.5% 562,063 $26.0M
Wells Fargo & Company 0.00% Add +44.6% 547,539 $25.3M
Evelyn Partners Group Ltd 0.44% — 546,588 $25.3M
Bank of Montreal 0.01% Reduce -28.3% 523,612 $24.2M
Verbena Value LP 3.94% Reduce -52.1% 515,100 $23.8M
Panagora Asset Management Inc. 0.07% New 507,706 $23.5M
Redwood Grove Capital, LLC 5.87% Add +11.3% 500,636 $23.2M

"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.

Show all 640 holders