SW

Smurfit Westrock plc

Company with tickers: SW

CIK
2005951
CUSIP
G8267P108
Shares Outstanding
524,464,078
Holders: 93
Total Value: $184,869,796
Total Shares: 4,639,143

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 93 13F filers · Δ vs Dec 31, 2025
Top Holder
13.4%
+1.8 pts
Top 5
56.8%
+18.5 pts
Top 10
76.2%
+21.9 pts
HHI
777
Broadly held +362

Quarterly Activity

vs Dec 31, 2025
New
92
Increased
0
Decreased
1
Sold Out
587
Unchanged
0
Holder count: -495
Institutional value: -98.7%
Shares held: -98.8%

Top Buyers

vs Dec 31, 2025
No qualifying movers this quarter.

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Small Essential Partners LLC −223 352

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mid Compagnie Lombard Odier SCmA 620,957 $24,745,136
Mid SALEM INVESTMENT COUNSELORS INC 570,563 $22,736,935
Mid GROUPAMA ASSET MANAGMENT 564,888 $22,510,786
Large SG Americas Securities, LLC 555,264 $22,127,270
Large BANQUE PICTET & CIE SA 322,925 $12,868,561

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega BlackRock, Inc. 44,238,529 $1,710,703,908
Mega Capital Research Global Investors 36,127,677 $1,397,057,269
Mega STATE STREET CORP 24,652,132 $953,297,944
Mega Nuveen, LLC 22,273,203 $861,304,759
Mid CAUSEWAY CAPITAL MANAGEMENT LLC 19,132,879 $739,868,430
Holder Value (USD) % of 13F Shares Action
Mid Compagnie Lombard Odier SCmA $24,745,136 13.39% 620,957 View
Mid SALEM INVESTMENT COUNSELORS INC $22,736,935 12.30% 570,563 View
Mid GROUPAMA ASSET MANAGMENT $22,510,786 12.18% 564,888 View
Large SG Americas Securities, LLC $22,127,270 11.97% 555,264 View
Large BANQUE PICTET & CIE SA $12,868,561 6.96% 322,925 View
Mid Artemis Investment Management LLP $11,614,202 6.28% 291,448 View
Mid GATEWAY INVESTMENT ADVISERS LLC $6,824,950 3.69% 171,266 View
Small KWMG, LLC $5,933,107 3.21% 148,886 View
Small Access Investment Management LLC $5,805,148 3.14% 145,675 View
Large Czech National Bank $5,669,618 3.07% 142,274 View
Small Old North State Wealth Management, LLC $3,442,362 1.86% 86,383 View
Mid Bank Pictet & Cie (Europe) AG $3,232,592 1.75% 81,119 View
Small Sage Capital Advisors,llc $3,115,433 1.69% 78,179 View
Small SWS Partners $2,757,540 1.49% 69,198 View
Large DAVENPORT & Co LLC $2,496,004 1.35% 62,635 View
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,433,360 1.32% 61,063 View
Mid State of Alaska, Department of Revenue $2,087,343 1.13% 52,380 View
Mid Diversified Trust Co $1,783,407 0.96% 44,753 View
Mid Banque Cantonale Vaudoise $1,679,836 0.91% 42,154 View
Small Alpha Omega Wealth Management LLC $1,666,845 0.90% 41,828 View
Small Fruth Investment Management $1,475,924 0.80% 37,037 View
Small Polianta Ltd $1,350,915 0.73% 33,900 View
Small Investors Research Corp $1,260,057 0.68% 31,620 View
Micro PARAGON CAPITAL MANAGEMENT INC $1,223,554 0.66% 30,704 View
Mid Louisiana State Employees Retirement System $1,060,010 0.57% 26,600 View
Large Robeco Institutional Asset Management B.V. $1,020,160 0.55% 25,600 View
Small Legacy Wealth Asset Management, LLC $1,016,613 0.55% 25,511 View
Small Abacus Planning Group, Inc. $919,180 0.50% 23,066 View
Large Assenagon Asset Management S.A. $764,761 0.41% 19,191 View
Mid Composition Wealth, LLC $731,406 0.40% 18,354 View
Small MOODY NATIONAL BANK TRUST DIVISION $723,077 0.39% 18,145 View
Mid Perpetual Ltd $705,184 0.38% 17,696 View
Mid Merit Financial Group, LLC $657,403 0.36% 16,497 View
Mid Farther Finance Advisors, LLC $654,496 0.35% 16,424 View
Small Trium Capital LLP $645,171 0.35% 16,190 View
Mid PARK AVENUE SECURITIES LLC $631,901 0.34% 15,857 View
Small WEATHERLY ASSET MANAGEMENT L. P. $508,844 0.28% 12,769 View
Mid GAMMA Investing LLC $450,583 0.24% 11,307 View
Mid EXCHANGE TRADED CONCEPTS, LLC $365,224 0.20% 9,165 View
Small AlphaStar Capital Management, LLC $363,830 0.20% 9,130 View
Small Diligent Investors, LLC $271,179 0.15% 6,805 View
Mid Aaron Wealth Advisors LLC $248,225 0.13% 6,229 View
Small Trivium Point Advisory, LLC $244,439 0.13% 6,134 View
Mid Avanza Fonder AB $233,919 0.13% 5,870 View
Mid Oak Thistle LLC $216,345 0.12% 5,429 View
Small OneAscent Financial Services LLC $208,734 0.11% 5,238 View
Mid JOURNEY STRATEGIC WEALTH LLC $205,421 0.11% 5,155 View
Mid WESBANCO BANK INC $201,042 0.11% 5,045 View
Mid CX Institutional $163,225 0.09% 4,096 View
Small Versant Capital Management, Inc $113,532 0.06% 2,849 View
Small Bank & Trust Co $107,674 0.06% 2,702 View
Mid IFP Advisors, Inc $106,439 0.06% 2,671 View
Small Hartford Financial Management Inc. $103,809 0.06% 2,605 View
Small NBC SECURITIES, INC. $47,780 0.03% 1,199 View
Micro Bayforest Capital Ltd $46,106 0.02% 1,157 View
Mid SIGNATUREFD, LLC $42,161 0.02% 1,058 View
Micro Sarver Vrooman Wealth Advisors $28,373 0.02% 712 View
Mid MassMutual Private Wealth & Trust, FSB $27,616 0.01% 693 View
Small FIRST UNITED BANK & TRUST $26,898 0.01% 675 View
Small ARMSTRONG ADVISORY GROUP, INC $18,769 0.01% 471 View
Mid MATHER GROUP, LLC. $17,374 0.01% 436 View
Small SOA Wealth Advisors, LLC. $15,940 0.01% 400 View
Small CREATIVE FINANCIAL DESIGNS INC /ADV $15,182 0.01% 381 View
Small Essential Partners LLC $14,027 0.01% 352 View
Mid Blue Trust, Inc. $12,911 0.01% 324 View
Small HHM Wealth Advisors, LLC $12,473 0.01% 313 View
Micro Fortitude Family Office, LLC $8,488 0.00% 213 View
Mid EASTERN BANK $6,216 0.00% 156 View
Small JFS WEALTH ADVISORS, LLC $5,459 0.00% 137 View
Micro Bell Investment Advisors, Inc $4,901 0.00% 123 View
Small E Fund Management (Hong Kong) Co., Ltd. $4,821 0.00% 121 View
Micro HORIZON FINANCIAL SERVICES, LLC $4,383 0.00% 110 View
Micro Abound Wealth Management $4,024 0.00% 101 View
Micro True Wealth Design, LLC $2,590 0.00% 65 View
Small Hilton Head Capital Partners, LLC $2,550 0.00% 64 View
Small HIGHLINE WEALTH PARTNERS LLC $2,112 0.00% 53 View
Micro ELEVATION WEALTH PARTNERS, LLC $1,753 0.00% 44 View
Micro Aspect Partners, LLC $1,673 0.00% 42 View
Micro Bay Harbor Wealth Management, LLC $1,554 0.00% 39 View
Mid Groupe la Francaise $1,434 0.00% 36 View
Micro DiNuzzo Private Wealth, Inc. $1,434 0.00% 36 View
Micro Clayton Financial Group LLC $1,275 0.00% 32 View
Micro Retirement Wealth Solutions LLC $1,235 0.00% 31 View
Small Washington Trust Advisors, Inc. $1,075 0.00% 27 View
Small AdvisorNet Financial, Inc $876 0.00% 22 View
Micro Quaker Wealth Management, LLC $677 0.00% 17 View
Small Activest Wealth Management $597 0.00% 15 View
Micro Vermillion Wealth Management, Inc. $557 0.00% 14 View
Small Financial Management Professionals, Inc. $478 0.00% 12 View
Mid CENTRAL TRUST Co $478 0.00% 12 View
Micro Davis Capital Management $318 0.00% 8 View
Small CoreCap Advisors, LLC $278 0.00% 7 View
Small TRUST CO OF TOLEDO NA /OH/ $239 0.00% 6 View