SW · Smurfit Westrock plc
$49.25
-0.77 (-1.54%)
At close · Aug 14
Market Cap
$25.83B
Shares
524.52M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding SW
247 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 16,617,146 | $662,193,268 | 0.03% | Long | 2026-03-31 | |
| VANGUARD 500 INDEX FUND | — | 13,275,747 | $529,038,518 | 0.04% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 12,043,565 | $479,936,065 | 0.29% | Long | 2026-03-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 10,510,026 | $418,824,536 | 0.32% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 7,669,134 | $305,614,990 | 0.50% | Long | 2026-03-31 | |
| CAUSEWAY INTERNATIONAL VALUE FUND | — | 5,591,474 | $222,820,239 | 1.29% | Long | 2026-03-31 | |
| Invesco S&P 500 Equal Weight ETF | — | 3,998,994 | $153,521,380 | 0.17% | Long | 2026-04-30 | |
| College Retirement Equities Fund - Global Equities Account | — | 3,517,560 | $140,174,766 | 0.42% | Long | 2026-03-31 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 2,942,748 | $117,268,508 | 0.04% | Long | 2026-03-31 | |
| Nuveen Dividend Growth Fund | — | 2,198,918 | $84,416,462 | 1.30% | Long | 2026-04-30 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 2,054,025 | $78,854,020 | 0.08% | Long | 2026-04-30 | |
| VANGUARD MATERIALS INDEX FUND | — | 1,515,517 | $62,363,525 | 1.38% | Long | 2026-05-31 | |
| Nuveen Large Cap Value Fund | — | 1,339,805 | $51,435,114 | 0.80% | Long | 2026-04-30 | |
| Nuveen International Equity Fund | — | 1,265,461 | $48,581,048 | 0.88% | Long | 2026-04-30 | |
| iShares Russell 1000 Value ETF | — | 1,195,068 | $47,623,460 | 0.07% | Long | 2026-03-31 | |
| BBH Partner Fund - International Equity | — | 926,675 | $35,147,146 | 1.39% | Long | 2026-04-30 | |
| Nuveen Core Equity Fund | — | 750,834 | $28,824,517 | 0.41% | Long | 2026-04-30 | |
| ALPS Sector Dividend Dogs ETF | — | 656,710 | $27,023,617 | 1.95% | Long | 2026-05-31 | |
| Dimensional U.S. Core Equity 2 ETF | — | 669,724 | $25,710,704 | 0.06% | Long | 2026-04-30 | |
| Invesco S&P 500 Pure Value ETF | — | 655,570 | $25,167,332 | 1.38% | Long | 2026-04-30 | |
| Nuveen International Opportunities Fund | — | 587,188 | $22,542,147 | 0.80% | Long | 2026-04-30 | |
| SOUND SHORE FUND | — | 531,395 | $21,176,091 | 2.30% | Long | 2026-03-31 | |
| Pear tree polaris foreign value fund | — | 503,546 | $20,066,308 | 1.43% | Long | 2026-03-31 | |
| Avantis U.S. Large Cap Value ETF | — | 446,159 | $18,359,443 | 0.14% | Long | 2026-05-31 | |
| Nuveen Equity Index Fund | — | 459,806 | $17,651,952 | 0.03% | Long | 2026-04-30 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | — | 428,772 | $16,460,557 | 0.02% | Long | 2026-04-30 | |
| Nuveen Multi Cap Value Fund | — | 392,333 | $15,634,470 | 1.47% | Long | 2026-03-31 | |
| Nuveen Dividend Value Fund | — | 395,619 | $15,187,813 | 0.44% | Long | 2026-04-30 | |
| Nuveen Mid Cap Value Fund | — | 393,890 | $15,121,437 | 0.91% | Long | 2026-04-30 | |
| iShares Russell 1000 ETF | — | 369,556 | $14,726,807 | 0.03% | Long | 2026-03-31 | |
| iShares MSCI USA Value Factor ETF | — | 381,164 | $14,632,886 | 0.12% | Long | 2026-04-30 | |
| Global Equity Fund | — | 335,237 | $13,795,003 | 1.22% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | — | 331,656 | $13,647,644 | 0.06% | Long | 2026-05-31 | |
| Invesco S&P 500 Revenue ETF | — | 329,746 | $13,569,048 | 0.15% | Long | 2026-05-31 | |
| Invesco Equally-Weighted S&P 500 Fund | — | 318,590 | $13,109,979 | 0.18% | Long | 2026-05-31 | |
| iShares Global Timber & Forestry ETF | — | 327,196 | $13,038,761 | 4.94% | Long | 2026-03-31 | |
| Dimensional U.S. Marketwide Value ETF | — | 336,125 | $12,903,839 | 0.09% | Long | 2026-04-30 | |
| VANGUARD BALANCED INDEX FUND | — | 293,915 | $11,712,513 | 0.02% | Long | 2026-03-31 | |
| VANGUARD FTSE SOCIAL INDEX FUND | — | 270,366 | $11,125,561 | 0.04% | Long | 2026-05-31 | |
| John Hancock Multifactor Mid Cap ETF | — | 273,645 | $10,904,753 | 0.22% | Long | 2026-03-31 | |
| Brown Advisory Sustainable Value ETF | — | 265,925 | $10,597,111 | 3.26% | Long | 2026-03-31 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 250,613 | $9,986,928 | 0.03% | Long | 2026-03-31 | |
| Overseas Fund | — | 251,162 | $9,642,109 | 0.55% | Long | 2026-04-30 | |
| College Retirement Equities Fund - S&P 500 Index Account | — | 241,913 | $9,640,233 | 0.04% | Long | 2026-03-31 | |
| Catholic Responsible Investments International Equity Fund | — | 238,889 | $9,170,949 | 0.39% | Long | 2026-04-30 | |
| Avantis U.S. Equity ETF | — | 192,209 | $7,909,400 | 0.06% | Long | 2026-05-31 | |
| Nuveen Large Cap Value Index Fund | — | 205,344 | $7,883,156 | 0.06% | Long | 2026-04-30 | |
| iShares MSCI ACWI ETF | — | 168,765 | $6,478,888 | 0.02% | Long | 2026-04-30 | |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | — | 161,039 | $6,417,404 | 0.02% | Long | 2026-03-31 | |
| Dimensional US Large Cap Value ETF | — | 161,042 | $6,182,402 | 0.10% | Long | 2026-04-30 |
Showing 1–50 of 247 positions
Key facts
CIK
2005951
CUSIP
G8267P108
13F (30d)
588 filings
575 filers
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