Security Snapshot

Smurfit Westrock plc - Common Stock (SW) Institutional Ownership

CUSIP: G8267P108

13F Institutional Holders and Ownership History from Q3 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

642

Shares (Excl. Options)

502.58MFull value: 502,584,863 · shares · 30 Jun 2026

Price

$46.26

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+24,778,757
Value change
+$1,170,268,092
Number of holders
642
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
526,609,383
SEC-reported price per share
$41.07
Insider filing price
$41.07
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • SW - Smurfit Westrock plc - Common Stock is tracked under CUSIP G8267P108.
  • 642 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 615 to 642 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $18.96BFull value: $18,957,700,859 · USD · 31 Mar 2026
    to
    $23.22BFull value: $23,216,536,122 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 642 institutions filings for Q2 2026.

Open SEC evidence

Security key

G8267P108

13F reference period

Q2 2026

13F holders

642

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
SW
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Capital Research Global Investors 8.1% +17% $1,840,578,784 +$281,669,521 42,655,360 +18% Capital Research Global Investors 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC 7.5% $1,565,134,772 39,275,653 Vanguard Capital Management 31 Mar 2026
STATE STREET CORP 5.4% $1,212,135,582 28,091,207 STATE STREET CORPORATION 30 Jun 2026
NORGES BANK 4.7% $1,040,413,424 24,567,023 Norges Bank 31 Dec 2024
As of 30 Jun 2026, 642 institutional investors reported holding
502.58MFull value: 502,584,863 · shares · 30 Jun 2026
shares of Smurfit Westrock plc - Common Stock (SW). This represents 95% of the company’s total
526.61MFull value: 526,609,383 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
70%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.6% 45,496,899 +1.5% 0.03% $2,104,686,559
Capital Research Global Investors 8.1% 42,634,328 +9.4% 0.28% $1,972,263,342
VANGUARD CAPITAL MANAGEMENT LLC 6.5% 34,245,410 +0.84% 0.03% $1,584,192,667
STATE STREET CORP 5.3% 28,063,403 +11% 0.04% $1,298,425,031
Nuveen, LLC 4.7% 24,812,775 +0.9% 0.27% $1,147,838,973
VANGUARD PORTFOLIO MANAGEMENT LLC 4.6% 24,357,234 +0.17% 0.05% $1,126,765,645
Capital World Investors 2.9% 15,472,417 +24% 0.08% $715,754,010
CAUSEWAY CAPITAL MANAGEMENT LLC 2.9% 15,039,041 -3.4% 7.5% $695,706,054
GEODE CAPITAL MANAGEMENT, LLC 2.8% 14,544,325 +2% 0.04% $670,274,041
FRANKLIN RESOURCES INC 2.6% 13,455,443 +4% 0.13% $622,448,801
Invesco Ltd. 2.2% 11,433,276 +7.4% 0.04% $528,903,347
AMERIPRISE FINANCIAL INC 1.9% 9,947,344 +16% 0.09% $460,163,342
Bank of New York Mellon Corp 1.9% 9,903,796 +12% 0.08% $458,149,620
NORGES BANK 1.9% 9,884,546 0.05% $454,835,844
MORGAN STANLEY 1.5% 7,707,307 +29% 0.02% $356,540,199
FMR LLC 1.4% 7,499,469 -26% 0.02% $346,925,411
GOLDMAN SACHS GROUP INC 1.4% 7,286,056 +22% 0.04% $337,052,929
DEUTSCHE BANK AG\ 1.3% 6,817,187 +4.4% 0.09% $315,363,071
Orbis Allan Gray Ltd 1.1% 5,881,487 -57% 0.94% $272,077,589
BANK OF AMERICA CORP /DE/ 1.1% 5,758,154 +5.5% 0.02% $266,372,220
NORDEA INVESTMENT MANAGEMENT AB 1% 5,423,106 -9.9% 0.2% $247,185,172
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1% 5,312,463 -50% 0.19% $245,743,991
Trinity Street Asset Management LLP 1% 5,261,555 13% $243,399,534
DIMENSIONAL FUND ADVISORS LP 0.99% 5,215,798 +7.6% 0.04% $241,278,579
NORTHERN TRUST CORP 0.91% 4,789,400 +1.8% 0.03% $221,557,643

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
9
Headline period
Q2 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 24,223,173 $1,061,112,770 +$191,619,905 $44.10 206
2026 Q2 502,584,863 $23,216,536,122 +$1,170,268,092 $46.26 642
2026 Q1 476,315,840 $18,957,700,859 +$628,450,011 $39.85 615
2025 Q4 460,317,653 $17,798,120,279 +$237,395,459 $38.67 593
2025 Q3 452,736,021 $19,240,690,096 +$80,006,696 $42.57 591
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
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