Smurfit WestrockSW
13F holders, Q1 2026 (March 31)616holders +21
89new positions
71sold out
5famous investors
$39.80avg. 13F price*
At the end of Q1 2026, 616 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, up 21 from Q4 2025. 89 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($1.8B), Capital Research Global Investors ($1.6B) and Vanguard Capital Management LLC ($1.4B). 5 famous investors held it, including George Soros (1.9% of Soros Fund Management's portfolio), Cliff Asness (0.1% of AQR Capital Management'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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $823.7M |
| Exits | 71 | $213.6M |
All 13F filers, Q4 2025 → Q1 2026: 63,548,342 shares bought and 35,102,048 shares sold, net +28,446,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 616 holders
| BlackRock, Inc. | 0.03% | Add +1.3% | 44,804,829 | $1.8B |
| Capital Research Global Investors | 0.24% | Add +7.9% | 38,971,751 | $1.6B |
| Vanguard Capital Management LLC | 0.03% | — | 33,960,747 | $1.4B |
| State Street Corp. | 0.03% | Add +2.5% | 25,258,844 | $1.0B |
| Nuveen, LLC | 0.27% | Add +10.4% | 24,590,686 | $979.9M |
| Vanguard Portfolio Management LLC | 0.05% | — | 24,315,691 | $969.0M |
| Causeway Capital Management LLC | 7.61% | Reduce -18.6% | 15,566,028 | $620.3M |
| Geode Capital Management, LLC | 0.04% | Add +3.4% | 14,265,503 | $566.4M |
| Orbis Allan Gray Ltd | 2.32% | Reduce -1.3% | 13,775,054 | $548.9M |
| Franklin Resources Inc. | 0.13% | Add +89.2% | 12,932,618 | $515.7M |
| Capital World Investors | 0.07% | New | 12,472,417 | $497.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.39% | Add +1255.6% | 10,678,423 | $425.2M |
| Invesco Ltd. | 0.04% | Add +11.6% | 10,645,905 | $424.2M |
| FMR LLC | 0.02% | Reduce -9.3% | 10,092,067 | $402.2M |
| Bank of New York Mellon Corp | 0.06% | Reduce -2.5% | 8,823,021 | $351.6M |
| Ameriprise Financial Inc. | 0.08% | Reduce -0.9% | 8,593,814 | $342.5M |
| Deutsche Bank AG | 0.09% | Reduce -10.0% | 6,529,550 | $260.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +93.6% | 5,975,778 | $238.1M |
| Morgan Stanley | 0.01% | Add +13.8% | 5,971,038 | $237.9M |
| Nordea Investment Management AB | 0.22% | Add +10.4% | 6,017,633 | $234.9M |
| Bank of America Corp. | 0.02% | Add +6.2% | 5,460,163 | $217.6M |
| AQR Capital Management | 0.09% | Reduce -11.9% | 5,043,214 | $198.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +3.4% | 4,848,130 | $193.1M |
| Northern Trust Corp. | 0.02% | Reduce -1.6% | 4,705,981 | $187.5M |
| Legal & General Group Plc | 0.04% | Reduce -2.3% | 4,484,439 | $177.9M |
| JPMorgan Chase & Co. | 0.01% | Add +37.0% | 4,410,010 | $168.7M |
| UBS Group AG | 0.03% | Add +10.6% | 4,003,393 | $159.5M |
| Amundi | 0.04% | Reduce -4.6% | 3,964,673 | $158.0M |
| Canada Pension Plan Investment Board | 0.10% | New | 3,757,109 | $149.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.1% | 3,538,580 | $141.0M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 2,941,492 | $117.2M |
| Ruffer LLP | 4.56% | Reduce -38.1% | 2,786,197 | $111.3M |
| Soros Fund Management | 1.85% | Add +4.9% | 2,520,236 | $100.4M |
| Thompson Siegel & Walmsley LLC | 1.72% | Reduce -4.3% | 2,445,235 | $97.4M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -6.7% | 2,387,334 | $96.3M |
| Citigroup Inc. | 0.05% | Add +12.4% | 1,954,583 | $77.9M |
| Alberta Investment Management Corp | 0.53% | Add +39.3% | 1,944,236 | $77.5M |
| Lansdowne Partners (uk) LLP | 3.99% | Add +627.1% | 1,870,219 | $74.5M |
| Royal Bank of Canada | 0.01% | Add +5.1% | 1,820,494 | $72.5M |
| Alliancebernstein L.P. | 0.02% | Reduce -15.1% | 1,867,831 | $72.2M |
| First Trust Advisors LP | 0.05% | Add +30.3% | 1,751,085 | $69.8M |
| Barclays PLC | 0.02% | Reduce -49.7% | 1,611,323 | $64.2M |
| Swiss National Bank | 0.04% | Add +7.1% | 1,532,397 | $61.1M |
| Sound Shore Management Inc | 2.02% | New | 1,509,136 | $60.1M |
| Sei Investments Co. | 0.06% | Reduce -17.2% | 1,497,967 | $59.7M |
| Pictet Asset Management Holding SA | 0.06% | Reduce -52.4% | 1,419,085 | $56.6M |
| Polaris Capital Management, LLC | 4.46% | Reduce -5.6% | 1,366,550 | $54.5M |
| BNP Paribas Financial Markets | 0.03% | Add +7.0% | 1,300,851 | $51.8M |
| Cullen Capital Management, LLC | 0.51% | Add +34.8% | 1,245,910 | $49.6M |
| Vontobel Holding Ltd. | 0.17% | Reduce -3.6% | 1,222,803 | $48.7M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +3.3% | 1,218,471 | $48.5M |
| Aviva PLC | 0.08% | Add +1.2% | 1,212,655 | $47.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +3.4% | 1,179,837 | $47.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +4.5% | 1,173,007 | $46.7M |
| Vanguard Global Advisers, LLC | 0.02% | — | 1,162,365 | $46.3M |
| FIL Ltd | 0.04% | Reduce -85.7% | 1,157,416 | $46.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +7.1% | 1,123,272 | $44.8M |
| HSBC Holdings PLC | 0.03% | New | 1,110,677 | $44.1M |
| Verbena Value LP | 7.02% | Add +67.0% | 1,076,500 | $42.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | — | 1,032,139 | $41.1M |
| Exane Asset Management | 7.85% | Add +48.1% | 836,638 | $38.4M |
| Capital International Investors | 0.01% | Add +144.3% | 947,319 | $37.8M |
| Rhumbline Advisers | 0.03% | Reduce -2.1% | 930,822 | $37.1M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -9.6% | 921,918 | $36.7M |
| KBC Group NV | 0.09% | Add +101.3% | 875,030 | $34.9M |
| California Public Employees Retirement System | 0.02% | Reduce -2.7% | 847,401 | $33.8M |
| Oslo Pensjonsforsikring AS | 5.20% | — | 837,817 | $33.4M |
| Van Eck Associates Corp. | 0.02% | Add +25.4% | 774,179 | $30.9M |
| Patten & Patten Inc. | 1.86% | Reduce -0.2% | 774,162 | $30.9M |
| Bank of Montreal | 0.01% | Add +89.1% | 730,081 | $29.1M |
| Man Group plc | 0.06% | Add +45.5% | 724,841 | $28.9M |
| Principal Financial Group Inc. | 0.01% | Add +4.1% | 704,670 | $28.1M |
| Gotham Asset Management | 0.09% | Add +6.6% | 699,914 | $27.9M |
| ExodusPoint Capital Management, LP | 0.27% | Add +5237.3% | 676,290 | $27.0M |
| Lakewood Capital Management, LP | 1.73% | Reduce -43.0% | 675,897 | $26.9M |
| Alps Advisors Inc. | 0.12% | Reduce -1.8% | 662,744 | $26.4M |
| Mackenzie Financial Corp. | 0.03% | Add +47.0% | 670,099 | $26.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +28.7% | 635,590 | $25.3M |
| Compagnie Lombard Odier SCmA | 0.30% | Reduce -8.2% | 620,957 | $24.7M |
| Brown Advisory Inc. | 0.04% | Add +16.9% | 619,368 | $24.7M |
| Evelyn Partners Investment Management LLP | 0.65% | Reduce -12.7% | 603,376 | $24.0M |
| California State Teachers Retirement System | 0.03% | Reduce -5.0% | 603,376 | $24.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Reduce -40.3% | 584,025 | $22.9M |
| Salem Investment Counselors Inc. | 0.67% | Add +3.0% | 570,563 | $22.7M |
| SG Americas Securities, LLC | 0.02% | Add +264.5% | 555,264 | $22.1M |
| American Century Companies Inc. | 0.01% | Add +203.3% | 551,077 | $22.0M |
| Worldquant Millennium Advisors LLC | 0.08% | Add +598.7% | 496,871 | $19.8M |
| Citadel Advisors | 0.01% | Reduce -81.7% | 496,692 | $19.8M |
| Eurizon Capital SGR S.p.A. | 0.06% | New | 486,416 | $19.3M |
| Wellington Management Group LLP | 0.00% | Add +10.1% | 479,470 | $19.1M |
| Savant Capital, LLC | 0.09% | Add +0.1% | 467,983 | $18.6M |
| Holowesko Partners Ltd. | 5.13% | Add +2.6% | 459,200 | $18.3M |
| Arnhold LLC | 1.34% | No change | 462,368 | $18.3M |
| Sycomore Asset Management | 2.51% | No change | 488,737 | $18.0M |
| Redwood Grove Capital, LLC | 5.78% | Add +9.2% | 449,636 | $17.9M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.0% | 431,897 | $17.2M |
| Groupama Asset Managment | 0.25% | Reduce -3.3% | 564,888 | $16.8M |
| Royal London Asset Management Ltd. | 0.04% | Add +75.8% | 419,469 | $16.7M |
| Cambiar Investors LLC | 0.75% | Add +1.5% | 408,283 | $16.3M |
| Zurich Insurance Group Ltd | 0.12% | Reduce -40.0% | 400,187 | $15.7M |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.