Who owns Smurfit Westrock (SW)
Which tracked institutional funds hold SW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
252 tracked funds added or opened SW while 93 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SW’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 602 tracked filers holding SW, 351 increased or opened the position and 295 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SW between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 36
- Trinity Street Asset Management LLP$243M
- Maple Rock Capital Partners Inc.$121M
- Mirova US LLC$109M
- Jupiter Topco LLC$91M
- MILLENNIUM MANAGEMENT LLC$60M
- Triodos Investment Management BV$27M
Full exits 44
- Amundi$158M
- THOMPSON SIEGEL & WALMSLEY LLC$97M
- Capital International Investors$38M
- KBC Group NV$35M
- Evelyn Partners Investment Management LLP$24M
- SG Americas Securities, LLC$22M
Largest adds
- BlackRock, Inc.$642M
- Capital Research Global Investors$419M
- STATE STREET CORP$292M
- VANGUARD CAPITAL MANAGEMENT LLC$231M
- Capital World Investors$219M
- Nuveen, LLC$168M
Largest trims
- NORGES BANK$517M
- Orbis Allan Gray Ltd$277M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$179M
- AQR CAPITAL MANAGEMENT LLC$71M
- LANSDOWNE PARTNERS (UK) LLP$58M
- FMR LLC$51M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 45,496,899 | $2.1B | 9.7% | 2026-Q2 |
| Capital Research Global Investors added | 42,634,328 | $2.0B | 9.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 34,245,410 | $1.6B | 7.3% | 2026-Q2 |
| STATE STREET CORP added | 28,063,403 | $1.3B | 6.0% | 2026-Q2 |
| Nuveen, LLC added | 24,812,775 | $1.1B | 5.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 24,357,234 | $1.1B | 5.2% | 2026-Q2 |
| Capital World Investors added | 15,472,417 | $716M | 3.3% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC trimmed | 15,039,041 | $696M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 14,544,325 | $670M | 3.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 13,455,443 | $622M | 2.9% | 2026-Q2 |
| Invesco Ltd. added | 11,433,276 | $529M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 9,947,344 | $460M | 2.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 9,903,796 | $458M | 2.1% | 2026-Q2 |
| NORGES BANK trimmed | 9,884,546 | $455M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 7,707,307 | $357M | 1.6% | 2026-Q2 |
| FMR LLC trimmed | 7,499,469 | $347M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 7,286,056 | $337M | 1.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 6,817,187 | $315M | 1.5% | 2026-Q2 |
| Orbis Allan Gray Ltd trimmed | 5,881,487 | $272M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,758,154 | $266M | 1.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 5,423,106 | $247M | 1.1% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 5,312,463 | $246M | 1.1% | 2026-Q2 |
| Trinity Street Asset Management LLP new | 5,261,555 | $243M | 1.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 5,215,798 | $241M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 4,789,400 | $222M | 1.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 4,639,784 | $215M | 1.0% | 2026-Q2 |
| Legal & General Group Plc trimmed | 4,458,285 | $205M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 3,654,960 | $169M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,653,945 | $169M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,219,792 | $149M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,944,266 | $136M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,802,631 | $127M | 0.6% | 2026-Q2 |
| Maple Rock Capital Partners Inc. new | 2,608,298 | $121M | 0.6% | 2026-Q2 |
| Ruffer LLP trimmed | 2,438,889 | $113M | 0.5% | 2026-Q2 |
| Mirova US LLC new | 2,363,387 | $109M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,049,143 | $96M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,017,654 | $93M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 1,967,204 | $91M | 0.4% | 2026-Q2 |
| Alberta Investment Management Corp trimmed | 1,930,917 | $89M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,911,445 | $88M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,877,399 | $87M | 0.4% | 2026-Q2 |
| Sound Shore Management Inc /CT/ added | 1,835,817 | $85M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,803,602 | $83M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,801,677 | $83M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,759,841 | $70M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 1,725,932 | $80M | 0.4% | 2026-Q2 |
| Polaris Capital Management, LLC added | 1,635,802 | $76M | 0.4% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC trimmed | 1,512,798 | $70M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,486,681 | $69M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,485,176 | $69M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 1,478,797 | $68M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,414,797 | $65M | 0.3% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 1,386,738 | $64M | 0.3% | 2026-Q2 |
| Cullen Capital Management, LLC added | 1,359,382 | $63M | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. added | 1,340,615 | $62M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,307,410 | $60M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,298,861 | $60M | 0.3% | 2026-Q2 |
| Man Group plc added | 1,295,906 | $60M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,282,728 | $59M | 0.3% | 2026-Q2 |
| AVIVA PLC added | 1,216,863 | $55M | 0.3% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,171,097 | $54M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,168,293 | $54M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,151,823 | $53M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,139,192 | $53M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,072,033 | $50M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,011,974 | $47M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 936,821 | $43M | 0.2% | 2026-Q2 |
| Holowesko Partners Ltd. added | 844,000 | $39M | 0.2% | 2026-Q2 |
| Oslo Pensjonsforsikring AS added | 839,077 | $39M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 811,008 | $38M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 786,518 | $36M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 785,695 | $33M | 0.2% | 2026-Q2 |
| PATTEN & PATTEN INC/TN trimmed | 772,292 | $36M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 731,028 | $34M | 0.2% | 2026-Q2 |
| LAKEWOOD CAPITAL MANAGEMENT, LP added | 727,897 | $34M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 715,783 | $33M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 702,966 | $33M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC added | 673,494 | $31M | 0.1% | 2026-Q2 |
| SCOPUS ASSET MANAGEMENT, L.P. added | 665,000 | $31M | 0.1% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. added | 664,247 | $31M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 662,595 | $31M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 651,233 | $30M | 0.1% | 2026-Q2 |
| FIL Ltd trimmed | 637,433 | $29M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 609,071 | $28M | 0.1% | 2026-Q2 |
| Compagnie Lombard Odier SCmA trimmed | 606,042 | $28M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 603,796 | $28M | 0.1% | 2026-Q2 |
| Triodos Investment Management BV added | 586,314 | $27M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 583,204 | $27M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 573,686 | $27M | 0.1% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC trimmed | 562,063 | $26M | 0.1% | 2026-Q2 |
| Exane Asset Management trimmed | 558,692 | $30M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 547,539 | $25M | 0.1% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 546,588 | $25M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 523,612 | $24M | 0.1% | 2026-Q2 |
| Verbena Value LP trimmed | 515,100 | $24M | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 507,706 | $23M | 0.1% | 2026-Q2 |
| Redwood Grove Capital, LLC added | 500,636 | $23M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 479,695 | $22M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP added | 471,953 | $22M | 0.1% | 2026-Q2 |
| CAMBIAR INVESTORS LLC added | 463,154 | $21M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.