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
523,589,522
Price per share
$42.41
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
459,435,938
Total reported value
$17,769,823,823
% of total 13F portfolios
0.02%
Share change
+7,929,131
Value change
+$294,324,486
Number of holders
582
Price from insider filings
$42.41
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 6.9% +32% $1,541,929,254 +$360,893,715 36,127,677 +31% Capital Research Global Investors 31 Dec 2025
NORGES BANK 4.7% $1,040,413,424 24,567,023 Norges Bank 31 Dec 2024

As of 31 Dec 2025, 582 institutional investors reported holding 459,435,938 shares of Smurfit Westrock plc - Common Stock (SW). This represents 88% of the company’s total 523,589,522 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Smurfit Westrock plc - Common Stock (SW) together control 67% 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% 60,939,711 -0.87% 0.03% $2,356,538,624
BlackRock, Inc. 8.4% 44,238,529 +1.6% 0.03% $1,710,703,903
Capital Research Global Investors 6.9% 36,127,677 +31% 0.26% $1,397,057,270
STATE STREET CORP 4.7% 24,652,132 +3.6% 0.03% $953,311,374
Nuveen, LLC 4.3% 22,273,203 -5.3% 0.23% $861,304,768
CAUSEWAY CAPITAL MANAGEMENT LLC 3.7% 19,132,879 +154% 10% $739,868,443
Orbis Allan Gray Ltd 2.7% 13,956,868 -26% 2.3% $539,712,086
GEODE CAPITAL MANAGEMENT, LLC 2.6% 13,795,987 +1.1% 0.03% $531,482,808
NORGES BANK 2.4% 12,813,255 0.05% $495,334,989
FMR LLC 2.1% 11,129,034 -8.6% 0.02% $430,367,685
Invesco Ltd. 1.8% 9,542,537 -5.4% 0.06% $369,009,905
Bank of New York Mellon Corp 1.7% 9,054,029 +4.1% 0.06% $350,119,287
AMERIPRISE FINANCIAL INC 1.7% 8,673,444 +14% 0.08% $335,402,096
FIL Ltd 1.5% 8,105,303 -5% 0.23% $313,496,655
DEUTSCHE BANK AG\ 1.4% 7,253,010 +29% 0.09% $280,473,897
FRANKLIN RESOURCES INC 1.3% 6,837,314 -40% 0.06% $263,918,943
AQR CAPITAL MANAGEMENT LLC 1.1% 5,724,100 +8133% 0.12% $221,350,947
NORDEA INVESTMENT MANAGEMENT AB 1% 5,450,082 -5.6% 0.18% $211,354,180
MORGAN STANLEY 1% 5,247,523 +0.97% 0.01% $202,921,849
BANK OF AMERICA CORP /DE/ 0.98% 5,141,827 -15% 0.01% $198,834,455
NORTHERN TRUST CORP 0.91% 4,781,908 +10% 0.02% $184,916,382
DIMENSIONAL FUND ADVISORS LP 0.9% 4,687,620 +6.2% 0.04% $181,275,516
Legal & General Group Plc 0.88% 4,587,987 +11% 0.04% $177,354,558
Ruffer LLP 0.86% 4,504,151 +473% 7.9% $174,447,456
Amundi 0.79% 4,154,989 +0.41% 0.05% $160,673,425

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 459,435,938 $17,769,823,823 +$294,324,486 $38.67 582
2025 Q3 452,742,814 $19,240,979,274 +$80,009,293 $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