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Smurfit Westrock (SW) Institutional Ownership

Smurfit Westrock logo
$53.28 +2.10 (+4.10%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Smurfit Westrock (NYSE:SW)

Current
Institutional Ownership
Percentage
83.38%
Number of
Institutional Buyers
(last 12 months)
192
Total
Institutional Inflows
(last 12 months)
$4.74B
Number of
Institutional Sellers
(last 12 months)
0
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SW Institutional Buying and Selling by Quarter

Smurfit Westrock Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.601,298$29.72M0.0%N/A0.116%
12/6/2024 Retirement Systems of Alabama745,869$36.86M0.1%N/A0.143%
11/27/2024 Franklin Resources Inc.4,272,935$198.26M0.1%N/A0.821%
11/25/2024 Synovus Financial Corp17,353$858K0.0%N/A0.003%
11/25/2024 Tidal Investments LLC34,015$1.68M0.0%N/A0.007%
11/25/2024 Wilmington Savings Fund Society FSB2,714$134K0.0%N/A0.001%
11/19/2024 McIlrath & Eck LLC2,027$100K0.0%N/A0.000%
11/18/2024 TD Private Client Wealth LLC7,381$365K0.0%N/A0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky20,382$1.01M0.0%N/A0.004%
11/18/2024 Twin Lakes Capital Management LLC981$48K0.0%N/A0.000%
11/16/2024 Geode Capital Management LLC12,733,113$627.24M0.1%N/A2.448%
11/15/2024 Vestcor Inc10,313$510K0.0%N/A0.002%
11/15/2024 M&T Bank Corp74,866$3.73M0.0%N/A0.014%
11/15/2024 Executive Wealth Management LLC6,000$297K0.0%N/A0.001%
11/15/2024 Barclays PLC3,460,710$171.03M0.0%N/A0.665%
11/15/2024 Public Employees Retirement System of Ohio187,764$9.28M0.0%N/A0.036%
11/15/2024 Groupama Asset Managment336,692$16.64M0.3%N/A0.065%
11/15/2024 Nomura Asset Management Co. Ltd.160,697$7.94M0.0%N/A0.031%
11/15/2024 Y Intercept Hong Kong Ltd18,406$910K0.1%N/A0.004%
11/15/2024 MML Investors Services LLC8,303$410K0.0%N/A0.002%
11/15/2024 Kimelman & Baird LLC10,340$511K0.0%N/A0.002%
11/15/2024 XTX Topco Ltd6,361$314K0.0%N/A0.001%
11/15/2024 Zurich Insurance Group Ltd FI1,315,084$65.54M0.6%N/A0.253%
11/15/2024 National Bank of Canada FI10,873$537K0.0%N/A0.002%
11/15/2024 United Services Automobile Association10,832$535K0.0%N/A0.002%
11/15/2024 Kovitz Investment Group Partners LLC53,762$2.54M0.0%N/A0.010%
11/15/2024 Wellington Management Group LLP273,313$13.70M0.0%N/A0.053%
11/15/2024 Weiss Asset Management LP34,269$1.69M0.0%N/A0.007%
11/15/2024 Soros Fund Management LLC6,896,971$340.85M4.9%N/A1.326%
11/15/2024 State Street Corp19,578,763$967.58M0.0%N/A3.764%
11/15/2024 Stifel Financial Corp86,929$4.30M0.0%N/A0.017%
11/15/2024 Quantinno Capital Management LP29,883$1.48M0.0%N/A0.006%
11/15/2024 Riposte Capital LLC200,000$9.88M1.1%N/A0.038%
11/15/2024 Recurrent Investment Advisors LLC18,452$912K0.1%N/A0.004%
11/15/2024 Redwood Grove Capital LLC318,594$15.75M4.3%N/A0.061%
11/15/2024 Polar Asset Management Partners Inc.82,600$4.08M0.1%N/A0.016%
11/15/2024 Melqart Asset Management UK Ltd721,736$35.67M3.2%N/A0.139%
11/15/2024 Ingalls & Snyder LLC4,968$246K0.0%N/A0.001%
11/15/2024 Investment Management Corp of Ontario17,240$852K0.0%N/A0.003%
11/15/2024 Janus Henderson Group PLC945,572$47.40M0.0%N/A0.182%
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11/15/2024 Harbor Advisors LLC5,315$263K0.0%N/A0.001%
11/15/2024 HighTower Advisors LLC40,687$2.01M0.0%N/A0.008%
11/15/2024 Chevy Chase Trust Holdings LLC264,534$13.07M0.0%N/A0.051%
11/15/2024 Benjamin Edwards Inc.7,541$373K0.0%N/A0.001%
11/15/2024 Atom Investors LP30,091$1.49M0.2%N/A0.006%
11/14/2024 ARGA Investment Management LP1,842,428$92.07M3.0%N/A0.354%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp86,660$4.28M0.0%N/A0.017%
11/14/2024 Caisse DE Depot ET Placement DU Quebec135,662$6.70M0.0%N/A0.026%
11/14/2024 Verition Fund Management LLC78,887$3.90M0.0%N/A0.015%
11/14/2024 Captrust Financial Advisors5,131$254K0.0%N/A0.001%
11/14/2024 Icon Wealth Advisors LLC15,506$766K0.1%N/A0.003%
11/14/2024 Rockefeller Capital Management L.P.15,641$773K0.0%N/A0.003%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC500,828$24.75M0.0%N/A0.096%
11/14/2024 Public Sector Pension Investment Board18,064$893K0.0%N/A0.003%
11/14/2024 Fiduciary Trust Co6,007$297K0.0%N/A0.001%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank226,473$11.19M0.0%N/A0.044%
11/14/2024 De Lisle Partners LLP100,000$4.94M0.8%N/A0.019%
11/14/2024 MetLife Investment Management LLC128,702$6.36M0.0%N/A0.025%
11/13/2024 Glenmede Trust Co. NA31,104$1.54M0.0%N/A0.006%
11/13/2024 Bridgewater Associates LP80,596$3.98M0.0%N/A0.015%
11/13/2024 Transamerica Financial Advisors Inc.1,683$84K0.0%N/A0.000%
11/13/2024 BNP Paribas Financial Markets678,668$33.54M0.0%N/A0.130%
11/13/2024 FMR LLC8,726,998$431.65M0.0%N/A1.678%
11/13/2024 The Manufacturers Life Insurance Company399,973$19.81M0.0%N/A0.077%
11/13/2024 Bank of Montreal Can406,112$20.34M0.0%N/A0.078%
11/13/2024 Independent Advisor Alliance6,091$301K0.0%N/A0.001%
11/12/2024 Swedbank AB276,328$13.66M0.0%N/A0.053%
11/12/2024 Cerity Partners LLC22,748$1.12M0.0%N/A0.004%
11/12/2024 Icon Wealth Advisors LLC12,246$605K0.0%N/A0.002%
11/12/2024 Citigroup Inc.1,562,261$77.21M0.0%N/A0.301%
11/12/2024 Raymond James Trust N.A.12,385$612K0.0%N/A0.002%
11/12/2024 Investors Research Corp44,628$2.21M0.5%N/A0.009%
11/12/2024 Charles Schwab Investment Management Inc.3,059,742$151.21M0.0%N/A0.589%
11/12/2024 Blackhawk Capital Partners LLC.5,353$265K0.1%N/A0.001%
11/12/2024 Integrated Investment Consultants LLC4,500$222K0.0%N/A0.001%
11/12/2024 Thompson Siegel & Walmsley LLC2,620,220$129.49M1.9%N/A0.505%
11/9/2024 Intech Investment Management LLC12,083$597K0.0%N/A0.002%
11/8/2024 Citizens Financial Group Inc. RI10,517$520K0.0%N/A0.002%
11/8/2024 Moors & Cabot Inc.10,518$520K0.0%N/A0.002%
11/8/2024 Commerce Bank5,410$267K0.0%N/A0.001%
11/8/2024 PNC Financial Services Group Inc.43,171$2.13M0.0%N/A0.008%
11/8/2024 BIP Wealth LLC63,079$3.12M0.2%N/A0.012%
11/7/2024 Caprock Group LLC5,686$281K0.0%N/A0.001%
11/7/2024 Wharton Business Group LLC127,586$6.31M0.3%N/A0.025%
11/7/2024 Swiss National Bank1,539,497$76.08M0.0%N/A0.296%
11/7/2024 Thrivent Financial for Lutherans19,360$957K0.0%N/A0.004%
11/6/2024 Natixis Advisors LLC537,615$26.57M0.1%N/A0.104%
11/6/2024 Mizuho Securities USA LLC7,825,000$386.71M1.0%N/A1.507%
11/6/2024 Kentucky Retirement Systems Insurance Trust Fund14,608$722K0.1%N/A0.003%
11/6/2024 Kentucky Retirement Systems34,372$1.70M0.1%N/A0.007%
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11/6/2024 Empowered Funds LLC8,625$426K0.0%N/A0.002%
11/6/2024 Empirical Finance LLC8,075$399K0.0%N/A0.002%
11/6/2024 CIBC Asset Management Inc72,654$3.59M0.0%N/A0.014%
11/6/2024 Sycomore Asset Management551,385$27.25M4.0%N/A0.106%
11/6/2024 ING Groep NV65,986$3.26M0.0%N/A0.013%
11/6/2024 Tokio Marine Asset Management Co. Ltd.16,129$797K0.0%N/A0.003%
11/6/2024 Metis Global Partners LLC46,712$2.31M0.1%N/A0.009%
11/6/2024 KBC Group NV196,739$9.72M0.0%N/A0.038%
11/6/2024 Oppenheimer Asset Management Inc.167,559$8.28M0.1%N/A0.032%
11/5/2024 Victory Capital Management Inc.120,505$5.96M0.0%N/A0.023%
(Data available from 1/1/2016 forward)

SW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SW shares?

During the previous two years, 192 institutional investors and hedge funds held shares of Smurfit Westrock. The most heavily invested institutionals were State Street Corp ($967.58M), Geode Capital Management LLC ($627.24M), FMR LLC ($431.65M), Mizuho Securities USA LLC ($386.71M), Soros Fund Management LLC ($340.85M), Franklin Resources Inc. ($198.26M), and Barclays PLC ($171.03M).Learn more on SW's institutional investors.

What percentage of Smurfit Westrock stock is owned by institutional investors?

83.38% of Smurfit Westrock stock is owned by institutional investors. Learn more on SW's institutional investor holdings.

Which institutional investors have been buying Smurfit Westrock stock?

Of the 192 institutional investors that purchased Smurfit Westrock stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State Street Corp ($19.58M), Geode Capital Management LLC ($12.73M), FMR LLC ($8.73M), Mizuho Securities USA LLC ($7.83M), Soros Fund Management LLC ($6.90M), Franklin Resources Inc. ($4.27M), and Barclays PLC ($3.46M).

How much institutional buying is happening at Smurfit Westrock?

Institutional investors have bought a total of 95,985,821 shares in the last 24 months. This purchase volume represents approximately $4.74B in transactions.



This page (NYSE:SW) was last updated on 12/21/2024 by MarketBeat.com Staff
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