Smurfit Westrock plc - Common Stock (SW) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SW on NYSE
Shares outstanding
522,277,358
Price per share
$38.67
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
452,543,224
Total reported value
$19,232,482,458
% of total 13F portfolios
0.02%
Share change
+2,141,059
Value change
+$78,382,432
Number of holders
587
Price from insider filings
$38.67
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Smurfit Westrock plc - Common Stock (SW) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 12% $2,616,864,956 61,472,045 The Vanguard Group 30 Sep 2025
Capital Research Global Investors 5.3% $1,306,112,406 27,671,873 Capital Research Global Investors 30 Jun 2025
NORGES BANK 4.7% $1,040,413,424 24,567,023 Norges Bank 31 Dec 2024

As of 30 Sep 2025, 587 institutional investors reported holding 452,543,224 shares of Smurfit Westrock plc - Common Stock (SW). This represents 87% of the company’s total 522,277,358 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Smurfit Westrock plc - Common Stock (SW) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 12% 61,472,045 -24% 0.04% $2,616,222,149
BlackRock, Inc. 8.3% 43,544,344 +4.9% 0.03% $1,853,682,725
Capital Research Global Investors 5.3% 27,531,119 -0.51% 0.22% $1,171,999,736
STATE STREET CORP 4.6% 23,806,914 +15% 0.04% $1,013,473,758
Nuveen, LLC 4.5% 23,530,785 -0.62% 0.26% $1,001,705,519
Orbis Allan Gray Ltd 3.6% 18,948,827 +3% 3.5% $806,651,566
GEODE CAPITAL MANAGEMENT, LLC 2.6% 13,640,209 +6.6% 0.04% $578,352,058
FMR LLC 2.3% 12,179,069 -0.32% 0.03% $518,198,985
FRANKLIN RESOURCES INC 2.2% 11,353,140 +94% 0.12% $482,916,633
UBS Group AG 2.2% 11,240,153 +272% 0.09% $478,493,312
Invesco Ltd. 1.9% 10,083,045 +2.5% 0.07% $429,235,219
Bank of New York Mellon Corp 1.7% 8,693,951 +2.3% 0.07% $370,101,444
FIL Ltd 1.6% 8,531,101 +1.8% 0.28% $361,770,281
SOROS FUND MANAGEMENT LLC 1.5% 7,747,090 +3.6% 5.2% $329,793,621
AMERIPRISE FINANCIAL INC 1.5% 7,588,946 +1.3% 0.07% $323,061,435
CAUSEWAY CAPITAL MANAGEMENT LLC 1.4% 7,522,983 +7.2% 4.2% $320,253,376
JPMORGAN CHASE & CO 1.2% 6,251,085 +17% 0.02% $266,108,788
BANK OF AMERICA CORP /DE/ 1.2% 6,077,875 +15% 0.02% $258,735,127
NORDEA INVESTMENT MANAGEMENT AB 1.1% 5,774,223 +5.6% 0.21% $241,073,811
DEUTSCHE BANK AG\ 1.1% 5,630,211 +4.2% 0.08% $239,678,083
BARCLAYS PLC 1% 5,269,743 +152% 0.08% $224,332,960
ALLIANCEBERNSTEIN L.P. 1% 5,253,256 -1.7% 0.07% $223,631,108
MORGAN STANLEY 1% 5,197,012 +21% 0.01% $221,236,932
Pictet Asset Management Holding SA 0.96% 4,992,785 +2.4% 0.21% $212,542,857
MARSHALL WACE, LLP 0.93% 4,882,947 +58% 0.23% $207,867,054

Institutional Holders of Smurfit Westrock plc - Common Stock (SW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 8,727,573 $338,328,886 -$13,019,462 $38.67 55
2025 Q3 452,543,224 $19,232,482,458 +$78,382,432 $42.57 587
2025 Q2 450,061,811 $19,426,887,788 +$1,474,638,160 $43.15 570
2025 Q1 415,667,334 $18,696,332,305 -$1,197,130,611 $45.06 588
2024 Q4 433,782,688 $23,351,300,172 +$1,156,667,353 $53.86 592
2024 Q3 408,541,786 $20,172,373,258 +$18,133,966,247 $49.42 496