SW · Company research
Smurfit Westrock plc (SW): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableBasic Materials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| LAKEWOOD CAPITAL MANAGEMENT, LP | 1424381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 727897 | 33672515 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GC Wealth Management RIA, LLC | 2011169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24018 | 1111073 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24882 | 1151050 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1673 | 77393 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17845 | 826 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73897 | 3418475 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243730 | 11274950 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VAN DEN BERG MANAGEMENT I, INC | 1142062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156841 | 7255464 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18222 | 843013 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 388418 | 17968 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30577 | 1414492 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 1665 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 423653 | 19598188 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AGMAN CAPITAL LLC | 2107832 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62026 | 2869323 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 242 | 11195 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SCOPUS ASSET MANAGEMENT, L.P. | 1317583 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 665000 | 30762900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 1388 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1151823 | 53283332 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 252042 | 11840919 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1626 | 75219 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 471 | 21789 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1082327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227829 | 10539384 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243822 | 11279206 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12826329 | 590799547 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Fruth Investment Management | 1416856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36537 | 1690 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Cullen Capital Management, LLC | 1362535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1359382 | 62884993 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Investors Research Corp | 1730630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31620 | 1462741 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Bank & Trust Co | 2026082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2570 | 118888 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Trinity Street Asset Management LLP | 1592579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5261555 | 243399534 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194600 | 9002 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682644 | 31579112 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 1943 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109379 | 5059872 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115114 | 4657722 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31416 | 1453304 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 4626 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3966880 | 183507094 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35588 | 1646301 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102592 | 4745906 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1533592 | 70944008 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Beaird Harris Wealth Management, LLC | 1908938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77 | 3563 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Ascent Group, LLC | 1913231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25845 | 1195590 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89 | 4118 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Bank Pictet & Cie (Europe) AG | 1123274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63964 | 2958975 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1138477 | 52665946 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 1165797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15039041 | 695706054 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2976 | 137 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17138 | 792804 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31581 | 1258503 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11963 | 553408 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28852 | 1334694 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 603796 | 27931603 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MJT & Associates Financial Advisory Group, Inc. | 2065777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 2313 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3548 | 164167 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141845 | 6561757 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CAMBIAR INVESTORS LLC | 823621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 463154 | 21425504 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ROYAL LONDON ASSET MANAGEMENT LTD | 863748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 419289 | 19396310 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Holowesko Partners Ltd. | 1428569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 844000 | 39043440 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bruce G. Allen Investments, LLC | 2005409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 956 | 44225 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67 | 3099 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2944266 | 136201745 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Beverly Hills Private Wealth, LLC | 1965710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114580 | 5300486 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ABN AMRO INVESTMENT SOLUTIONS | 2080520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39489 | 1826761 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Osmosis Investment Management UK Ltd | 1780700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12339 | 570802 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT CO LTD | 1055964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 187446 | 8671252 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84668 | 3916742 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1620943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4668 | 215942 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54016 | 2498780 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23708 | 1092702 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANQUE PICTET & CIE SA | 1535602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268895 | 12439083 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151 | 6985 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269046 | 12446057 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Navigoe, LLC | 2056100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 1 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| TSFG, LLC | 1800513 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 761 | 35 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1801677 | 83345071 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PEAK6 LLC | 1389958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54500 | 2521170 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fideuram Asset Management (Ireland) dac | 2109923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19162 | 858607 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Connor, Clark & Lunn Investment Management Ltd. | 1596800 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54126 | 2503869 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF NOVA SCOTIA | 9631 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320200 | 14812452 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Geneos Wealth Management Inc. | 1764754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3122 | 144424 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.