Smurfit Westrock SW Institutional Ownership

NYSE SW

$42.21 -2.05 (-4.64%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

639 Institutions

Increased 371 58.1%

Unchanged 76 11.9%

Reduced 192 30.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

96.78%

▲+5.67 pp QoQ

Shares Held by Institutions

507.13Mn

of 524.00Mn outstanding

▲+7.44% QoQ

Shares Outstanding

524.00Mn

16.87Mn held outside 13F filers

Institutional Investors

639

filed 13F for Jun 2026

▲+29 vs prior quarter

Net Shares Added (QoQ)

+35.13Mn

accumulated since last quarter

Value of Holdings

$23.23Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Smurfit Westrock plc (NYSE:SW) is held by 639 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 96.8% of outstanding shares in June 2026, up from 91.1% in March 2026.
They increased total shares held in Smurfit Westrock by 7.44% from last quarter, and the number of investors in SW increased 10.55% annually.
Of these 639 funds, 371 grew their exposure to Smurfit Westrock, 192 cut back, and 76 maintained positions.
Combined, these investors held 507.13Mn shares in SW for June 2026, up by 35.13Mn shares quarter on quarter, and up 54.96Mn shares year over year.
As of June 30, 2026, the biggest holder of Smurfit Westrock is BlackRock, Inc. at 45.5Mn shares, representing 8.68% of shares outstanding.
Top purchasers of SW stock for the quarter ending June 2026 included NORGES BANK (9.88Mn), Trinity Street Asset Management LLP (5.26Mn), Capital Research Global Investors (3.66Mn), Sixth Street Partners Management Company, L.P. (3.65Mn), Capital World Investors (3.0Mn).
Leading sellers of Smurfit Westrock shares for the quarter ending June 2026 were Orbis Allan Gray Ltd (7.89Mn), DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main (5.37Mn), FMR LLC (2.59Mn), AQR CAPITAL MANAGEMENT LLC (2.24Mn), LANSDOWNE PARTNERS (UK) LLP (1.52Mn).
Business Quant data shows the 10 biggest positions in Smurfit Westrock as of June 2026 are held by BlackRock, Inc. (45.5Mn), Capital Research Global Investors (42.63Mn), VANGUARD CAPITAL MANAGEMENT LLC (34.25Mn), State Street Corp (28.06Mn), Nuveen, LLC (24.81Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (24.36Mn), Capital World Investors (15.47Mn), CAUSEWAY CAPITAL MANAGEMENT LLC (15.04Mn), GEODE CAPITAL MANAGEMENT, LLC (14.54Mn), Franklin Resources Inc (13.46Mn).

Form 13F Holdings

639 Institutional Holders

Report period 30 Jun, 2026

Total shares held 507.13Mn

Of outstanding 96.78%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	45,496,899	8.68%	▲692,070	+1.54%	$2.10Bn
2	Capital Research Global Investors	0001422848	42,634,328	8.14%	▲3,662,577	+9.40%	$1.97Bn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	34,245,410	6.54%	▲284,663	+0.84%	$1.58Bn
4	State Street Corp	0000093751	28,063,403	5.36%	▲2,804,559	+11.10%	$1.30Bn
5	Nuveen, LLC	0001871926	24,812,775	4.74%	▲222,089	+0.90%	$1.15Bn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	24,357,234	4.65%	▲41,543	+0.17%	$1.13Bn
7	Capital World Investors	0001422849	15,472,417	2.95%	▲3,000,000	+24.05%	$715.75Mn
8	CAUSEWAY CAPITAL MANAGEMENT LLC	0001165797	15,039,041	2.87%	▼526,987	-3.39%	$695.71Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	14,544,325	2.78%	▲278,822	+1.95%	$670.27Mn
10	Franklin Resources Inc	0000038777	13,455,443	2.57%	▲522,825	+4.04%	$622.45Mn
11	Invesco Ltd.	0000914208	11,433,276	2.18%	▲787,371	+7.40%	$528.90Mn
12	Ameriprise Financial Inc	0000820027	9,947,344	1.90%	▲1,353,530	+15.75%	$460.16Mn
13	Bank of New York Mellon Corp	0001390777	9,903,796	1.89%	▲1,080,775	+12.25%	$458.15Mn
14	NORGES BANK	0001374170	9,884,546	1.89%	▲9,884,546	0.00%	$454.84Mn
15	Morgan Stanley	0000895421	7,707,307	1.47%	▲1,736,269	+29.08%	$356.54Mn
16	FMR LLC	0000315066	7,499,469	1.43%	▼2,592,598	-25.69%	$346.93Mn
17	Goldman Sachs Group Inc	0000886982	7,286,056	1.39%	▲1,310,278	+21.93%	$337.05Mn
18	DEUTSCHE BANK AG\	0000948046	6,817,187	1.30%	▲287,637	+4.41%	$315.36Mn
19	Orbis Allan Gray Ltd	0001663865	5,881,487	1.12%	▼7,893,567	-57.30%	$272.08Mn
20	Bank Of America Corp /De/	0000070858	5,758,154	1.10%	▲297,991	+5.46%	$266.37Mn

Showing 1 to 20 of 639 holders