DaveManuel.com · Institutional Ownership · Who Owns It
SMURFIT WESTROCK PLC (SW)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
651
Reporting holders
$23.3B
Reported value
96.0%
Of shares outstanding
0.3%
Calls
0.1%
Puts
+28
Holder change
Institutions report 503,713,293 shares against 524,522,908 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.1B | 45,496,899 | 0.03% | 8q | +1.5%+$32.0M |
| Capital Research Global Investors | $2.0B | 42,634,328 | 0.28% | 8q | +9.4%+$169.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.6B | 34,245,410 | 0.03% | 2q | +0.8%+$13.2M |
| STATE STREET CORP | $1.3B | 28,063,403 | 0.04% | 8q | +11.1%+$129.8M |
| Nuveen, LLC | $1.1B | 24,812,775 | 0.27% | 6q | +0.9%+$10.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 24,357,234 | 0.05% | 2q | HELD |
| Capital World Investors | $715.8M | 15,472,417 | 0.08% | 2q | +24.1%+$138.8M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $695.7M | 15,039,041 | 7.53% | 8q | -3.4%-$24.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $670.3M | 14,544,325 | 0.04% | 8q | +2.0%+$12.8M |
| FRANKLIN RESOURCES INC | $622.4M | 13,455,443 | 0.13% | 8q | +4.0%+$24.2M |
| Invesco Ltd. | $528.9M | 11,433,276 | 0.04% | 8q | +7.4%+$36.4M |
| AMERIPRISE FINANCIAL INC | $460.2M | 9,947,344 | 0.09% | 8q | +15.8%+$62.6M |
| Bank of New York Mellon Corp | $458.1M | 9,903,796 | 0.08% | 8q | +12.2%+$50.0M |
| NORGES BANK | $454.8M | 9,884,546 | 0.05% | 6q | -22.9%-$134.8M |
| MORGAN STANLEY | $356.5M | 7,707,307 | 0.02% | 8q | +29.1%+$80.3M |
| FMR LLC | $346.9M | 7,499,469 | 0.02% | 8q | -25.7%-$119.9M |
| GOLDMAN SACHS GROUP INC | $337.1M | 7,286,056 | 0.03% | 8q | +21.9%+$60.6M |
| DEUTSCHE BANK AG\ | $315.4M | 6,817,187 | 0.09% | 8q | +4.4%+$13.3M |
| Orbis Allan Gray Ltd | $272.1M | 5,881,487 | 0.94% | 8q | -57.3%-$365.2M |
| BANK OF AMERICA CORP /DE/ | $266.4M | 5,758,154 | 0.02% | 8q | +5.5%+$13.8M |
| NORDEA INVESTMENT MANAGEMENT AB | $247.2M | 5,423,106 | 0.20% | 8q | -9.9%-$27.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $245.7M | 5,312,463 | 0.19% | 8q | -50.3%-$248.2M |
| Trinity Street Asset Management LLP | $243.4M | 5,261,555 | 12.53% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $241.3M | 5,215,798 | 0.04% | 8q | +7.6%+$17.0M |
| NORTHERN TRUST CORP | $221.6M | 4,789,400 | 0.03% | 8q | +1.8%+$3.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $214.6M | 4,639,784 | 0.12% | 2q | +23.5%+$40.8M |
| Legal & General Group Plc | $205.1M | 4,458,285 | 0.04% | 8q | -0.6%-$1.2M |
| UBS Group AG | $171.9M incl. $2.8M options PUT | 3,654,960 | 0.02% | 8q | -8.7%-$16.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $169.0M | 3,653,945 | 0.02% | 8q | +3.3%+$5.3M |
| JPMORGAN CHASE & CO | $148.7M | 3,219,792 | 0.01% | 8q | -27.0%-$55.0M |
| Amundi | $139.2M | 3,008,141 | 0.03% | 8q | -24.1%-$44.2M |
| VANGUARD FIDUCIARY TRUST CO | $136.2M | 2,944,266 | 0.03% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $127.4M | 2,802,631 | 0.04% | 8q | -44.4%-$101.8M |
| Maple Rock Capital Partners Inc. | $120.7M | 2,608,298 | 2.37% | new | NEW |
| Ruffer LLP | $112.7M | 2,438,889 | 3.98% | 5q | -12.5%-$16.0M |
| THOMPSON SIEGEL & WALMSLEY LLC | $110.8M | 2,394,335 | 1.99% | 8q | -2.1%-$2.4M |
| Mirova US LLC | $109.3M | 2,363,387 | 1.18% | new | NEW |
| CITADEL ADVISORS LLC | $107.6M incl. $14.3M options CALL+PUT | 2,017,654 | 0.01% | 8q | +306.2%+$81.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $96.2M | 2,049,143 | 0.03% | 6q | -14.2%-$15.9M |
| Jupiter Topco LLC | $91.0M | 1,967,204 | 0.04% | new | FIRST |
| Alberta Investment Management Corp | $89.3M | 1,930,917 | 0.50% | 3q | -0.7%-$616.1K |
| CITIGROUP INC | $89.1M incl. $9.3M options CALL | 1,725,932 | 0.03% | 8q | -11.7%-$11.8M |
| BNP PARIBAS FINANCIAL MARKETS | $88.4M | 1,911,445 | 0.03% | 8q | +46.9%+$28.2M |
| AMERICAN CENTURY COMPANIES INC | $86.8M | 1,877,399 | 0.04% | 8q | +240.7%+$61.4M |
| Sound Shore Management Inc /CT/ | $84.9M | 1,835,817 | 2.61% | 2q | +21.6%+$15.1M |
| ROYAL BANK OF CANADA | $83.4M | 1,803,602 | 0.01% | 8q | -0.9%-$781.4K |
| FIRST TRUST ADVISORS LP | $83.3M | 1,801,677 | 0.05% | 8q | +2.9%+$2.3M |
| Polaris Capital Management, LLC | $75.7M | 1,635,802 | 7.13% | 7q | +19.7%+$12.5M |
| ALLIANCEBERNSTEIN L.P. | $70.1M | 1,759,841 | 0.02% | 8q | -5.8%-$4.3M |
| SOROS FUND MANAGEMENT LLC | $70.0M | 1,512,798 | 0.86% | 8q | -40.0%-$46.6M |
| SEI INVESTMENTS CO | $68.7M | 1,485,176 | 0.06% | 8q | -0.9%-$591.7K |
| HSBC HOLDINGS PLC | $68.6M | 1,486,681 | 0.03% | 2q | +33.9%+$17.4M |
| Swiss National Bank | $68.4M | 1,478,797 | 0.04% | 8q | -3.5%-$2.5M |
| Russell Investments Group, Ltd. | $65.4M | 1,414,797 | 0.06% | 8q | +53.5%+$22.8M |
| Pictet Asset Management Holding SA | $64.2M | 1,386,738 | 0.06% | 8q | -2.3%-$1.5M |
| Cullen Capital Management, LLC | $62.9M | 1,359,382 | 0.62% | 8q | +9.1%+$5.2M |
| Vontobel Holding Ltd. | $62.0M | 1,340,615 | 0.20% | 8q | +9.6%+$5.4M |
| MILLENNIUM MANAGEMENT LLC | $60.5M | 1,307,410 | 0.02% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $60.1M | 1,298,861 | 0.01% | 8q | +15.6%+$8.1M |
| Man Group plc | $59.9M | 1,295,906 | 0.10% | 8q | +78.8%+$26.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $59.3M | 1,282,728 | 0.03% | 8q | +9.4%+$5.1M |
| AVIVA PLC | $55.0M | 1,216,863 | 0.08% | 8q | HELD |
| VAN ECK ASSOCIATES CORP | $54.2M | 1,171,097 | 0.03% | 8q | +51.3%+$18.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $54.0M | 1,168,293 | 0.04% | 2q | +13.2%+$6.3M |
| Vanguard Global Advisers, LLC | $53.3M | 1,151,823 | 0.02% | 2q | -0.9%-$487.7K |
| Sumitomo Mitsui Trust Group, Inc. | $52.7M | 1,139,192 | 0.03% | 8q | -3.4%-$1.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $49.6M | 1,072,033 | 0.04% | 8q | -12.0%-$6.8M |
| BARCLAYS PLC | $46.8M | 1,011,974 | 0.01% | 8q | -37.2%-$27.7M |
| RHUMBLINE ADVISERS | $43.3M | 936,821 | 0.03% | 8q | +0.6%+$277.5K |
| KBC Group NV | $39.7M | 857,196 | 0.09% | 8q | -2.0%-$825.0K |
| Holowesko Partners Ltd. | $39.0M | 844,000 | 9.88% | 4q | +83.8%+$17.8M |
| Oslo Pensjonsforsikring AS | $38.8M | 839,077 | 4.46% | 9q | HELD |
| FEDERATED HERMES, INC. | $37.5M | 811,008 | 0.05% | 8q | +2432.2%+$36.0M |
| Engineers Gate Manager LP | $36.4M | 786,518 | 0.47% | 3q | +2986.4%+$35.2M |
| PATTEN & PATTEN INC/TN | $35.7M | 772,292 | 1.89% | 8q | HELD |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $33.7M | 727,897 | 1.73% | 8q | +7.7%+$2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $33.6M | 731,028 | 0.04% | 8q | +397.9%+$26.8M |
| Savant Capital, LLC | $33.4M | 785,695 | 0.10% | 8q | +67.9%+$13.5M |
| ENVESTNET ASSET MANAGEMENT INC | $33.1M | 715,783 | 0.01% | 8q | +12.6%+$3.7M |
| PRINCIPAL FINANCIAL GROUP INC | $32.5M | 702,966 | 0.02% | 8q | HELD |
| BROWN ADVISORY INC | $31.2M | 673,494 | 0.05% | 4q | +8.7%+$2.5M |
| Eurizon Capital SGR S.p.A. | $30.7M | 664,247 | 0.08% | 2q | +36.6%+$8.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $30.7M | 662,595 | 0.01% | 8q | +38.2%+$8.5M |
| ALPS ADVISORS INC | $30.1M | 651,233 | 0.14% | 3q | -1.7%-$532.5K |
| Exane Asset Management | $29.5M | 558,692 | 10.68% | 7q | -33.2%-$14.7M |
| FIL Ltd | $29.5M | 637,433 | 0.02% | 8q | -44.9%-$24.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.1M incl. $24.4M options CALL+PUT | 101,604 | 0.00% | 8q | -39.2%-$18.8M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $28.2M | 609,071 | 0.03% | 8q | +0.9%+$263.5K |
| Lazard Freres Gestion S.A.S. | $28.2M | 608,900 | 0.49% | new | NEW |
| Compagnie Lombard Odier SCmA | $28.0M | 606,042 | 0.30% | 8q | -2.4%-$690.0K |
| California Public Employees Retirement System | $27.9M | 603,796 | 0.02% | 4q | -28.7%-$11.3M |
| Triodos Investment Management BV | $27.1M | 586,314 | 1.65% | new | NEW |
| Gotham Asset Management, LLC | $27.0M | 583,204 | 0.06% | 4q | -16.7%-$5.4M |
| WELLS FARGO & COMPANY/MN | $26.7M incl. $1.4M options CALL | 547,539 | 0.00% | 8q | +44.6%+$8.2M |
| AE Wealth Management LLC | $26.5M | 573,686 | 0.12% | 5q | +9240.4%+$26.3M |
| SALEM INVESTMENT COUNSELORS INC | $26.0M | 562,063 | 0.64% | 8q | -1.5%-$393.2K |
| Evelyn Partners Group Ltd | $25.3M | 546,588 | 0.05% | new | FIRST |
| BANK OF MONTREAL /CAN/ | $24.2M | 523,612 | 0.01% | 8q | -28.3%-$9.6M |
| Verbena Value LP | $23.8M | 515,100 | 3.94% | 3q | -52.2%-$26.0M |
| PANAGORA ASSET MANAGEMENT INC | $23.5M | 507,706 | 0.07% | new | NEW |
Showing the largest 100 of 651 reported holders.
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 | 208 | $1.2B | 27,956,962 | 41 | 74 | 41 | 0.0% |
| Q2 2026 | 651 | $23.3B | 503,713,293 | 100 | 259 | 187 | 0.4% |
| Q1 2026 | 623 | $19.0B | 476,402,800 | 89 | 257 | 166 | 0.2% |
| Q4 2025 | 607 | $17.9B | 461,470,064 | 73 | 215 | 215 | 0.2% |
| Q3 2025 | 608 | $19.6B | 459,837,287 | 84 | 237 | 163 | 0.2% |
| Q2 2025 | 583 | $19.5B | 451,525,575 | 66 | 206 | 219 | 0.1% |
| Q1 2025 | 601 | $19.7B | 438,356,947 | 72 | 202 | 208 | 0.1% |
| Q4 2024 | 609 | $23.6B | 438,518,858 | 119 | 187 | 183 | 0.2% |
| Q3 2024 | 506 | $20.5B | 414,309,047 | 505 | 1 | 0 | 0.3% |
| Q2 2024 | 1 | $157.2K | 3,128 | 1 | 0 | 0 | 0.0% |