Free Trial

Smurfit Westrock (SW) Institutional Ownership

Smurfit Westrock logo
$53.17 -0.93 (-1.72%)
Closing price 03:59 PM Eastern
Extended Trading
$53.22 +0.06 (+0.11%)
As of 06:26 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
83.38%
Number of
Institutional Buyers
(last 12 months)
350
Total
Institutional Inflows
(last 12 months)
$8.65B
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$1.30B
Get SW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Smurfit Westrock stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
2/20/2025 Mackenzie Financial Corp1,473,270$79.35M0.1%+13.4%0.283%
2/20/2025 Forum Financial Management LP9,779$527K0.0%+61.9%0.002%
2/19/2025 University of Texas Texas AM Investment Management Co.565$30K0.0%N/A0.000%
2/19/2025 Public Employees Retirement System of Ohio177,596$9.57M0.0%-5.4%0.034%
2/18/2025 BIP Alliance LLC9,060$488K0.2%N/A0.002%
2/18/2025 GTS Securities LLC4,899$264K0.0%N/A0.001%
2/18/2025 EDENTREE ASSET MANAGEMENT Ltd25,000$1.35M0.4%-81.3%0.005%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC507,336$27.33M0.0%+1.3%0.097%
2/17/2025 Waverly Advisors LLC6,205$334K0.0%-11.7%0.001%
2/17/2025 Woodline Partners LP29,676$1.60M0.0%N/A0.006%
2/17/2025 Zurich Insurance Group Ltd FI1,905,979$102.73M0.8%+44.9%0.366%
2/17/2025 Vident Advisory LLC11,316$609K0.0%+109.9%0.002%
2/17/2025 Westwood Holdings Group Inc.37,753$2.03M0.0%-3.2%0.007%
2/17/2025 Squarepoint Ops LLC20,001$1.08M0.0%-12.9%0.004%
2/17/2025 Tidal Investments LLC32,660$1.76M0.0%-4.0%0.006%
2/17/2025 Troluce Capital Advisors LLC43,063$2.32M0.1%-96.1%0.008%
2/17/2025 Sapience Investments LLC9,174$494K0.3%-31.8%0.002%
2/17/2025 Royal Bank of Canada1,067,691$57.51M0.0%+44.0%0.205%
2/17/2025 Rafferty Asset Management LLC42,888$2.31M0.0%+12.6%0.008%
2/17/2025 Raiffeisen Bank International AG69,134$3.71M0.1%N/A0.013%
2/17/2025 Recurrent Investment Advisors LLC37,071$2.00M0.2%+100.9%0.007%
2/17/2025 Redwood Grove Capital LLC292,636$15.76M4.9%-8.1%0.056%
2/17/2025 Polar Capital Holdings Plc78,590$4.23M0.0%-85.1%0.015%
2/17/2025 ProShare Advisors LLC84,226$4.54M0.0%+9.2%0.016%
2/17/2025 Quantinno Capital Management LP35,024$1.89M0.0%+17.2%0.007%
2/17/2025 Mufg Securities Americas Inc.7,294$393K0.0%N/A0.001%
2/17/2025 Man Group plc175,030$9.43M0.0%+31.7%0.034%
2/17/2025 Nissay Asset Management Corp Japan ADV62,889$3.42M0.0%+1.3%0.012%
2/17/2025 Nomura Holdings Inc.66,735$3.59M0.0%N/A0.013%
2/17/2025 Nuveen Asset Management LLC20,720,312$1.12B0.3%+51.6%3.981%
2/17/2025 OMERS ADMINISTRATION Corp31,954$1.72M0.0%+258.1%0.006%
2/17/2025 Millennium Management LLC175,090$9.43M0.0%-90.8%0.034%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.45,861$2.47M0.0%-3.7%0.009%
2/17/2025 Moore Capital Management LP335,389$18.06M0.2%-14.2%0.064%
2/17/2025 Lazard Asset Management LLC79,387$4.28M0.0%-21.0%0.015%
2/17/2025 Letko Brosseau & Associates Inc.81,850$4.41M0.1%-2.4%0.016%
2/17/2025 LMR Partners LLP131,840$7.10M0.1%N/A0.025%
2/17/2025 Lighthouse Investment Partners LLC135,000$7.27M0.2%+263.5%0.026%
2/17/2025 Investment Management Corp of Ontario22,917$1.23M0.0%+32.9%0.004%
2/17/2025 Janus Henderson Group PLC565,204$30.55M0.0%-40.2%0.109%
Nvidia > DeepSeek (Ad)

Everyone's getting it all wrong … Sure, DeepSeek's reveal caused AI stocks to tumble … But, in the long run … that's a good thing.

Click here to see why Nvidia's bad day could end up being a great year.
2/17/2025Jefferies Financial Group Inc.30,122$1.62M0.0%-27.7%0.006%
2/17/2025 Focus Partners Wealth9,496$511K0.0%N/A0.002%
2/17/2025 Ensign Peak Advisors Inc146,650$7.90M0.0%+12.7%0.028%
2/17/2025 Ethic Inc.37,462$2.02M0.0%N/A0.007%
2/17/2025 Fairview Capital Investment Management LLC4,000$215K0.0%N/A0.001%
2/17/2025 Fiduciary Trust Co5,615$302K0.0%-6.5%0.001%
2/17/2025 Fullcircle Wealth LLC12,462$681K0.3%N/A0.002%
2/17/2025 Deutsche Bank AG7,469,269$402.30M0.2%-6.5%1.435%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main653,485$35.20M0.0%-7.5%0.126%
2/17/2025 Diligent Investors LLC21,910$1.18M0.3%-0.9%0.004%
2/17/2025 Cresset Asset Management LLC21,539$1.16M0.0%+129.2%0.004%
2/17/2025 Cetera Investment Advisers22,011$1.19M0.0%-19.1%0.004%
2/17/2025 Captrust Financial Advisors7,269$391K0.0%+41.7%0.001%
2/17/2025 Cary Street Partners Financial LLC2,177$117K0.0%N/A0.000%
2/17/2025 Beverly Hills Private Wealth LLC76,152$4.10M0.8%+37.0%0.015%
2/17/2025 Bank of America Corp DE6,783,941$365.38M0.0%+9.0%1.303%
2/17/2025 Benjamin Edwards Inc.6,891$371K0.0%-8.6%0.001%
2/17/2025 BNP Paribas Financial Markets961,618$51.79M0.0%+41.7%0.185%
2/17/2025 Ameriprise Financial Inc.9,003,480$484.93M0.1%+1.7%1.730%
2/17/2025 AXA S.A.21,002$1.13M0.0%-67.4%0.004%
2/14/2025 West Paces Advisors Inc.5,453$294K0.1%N/A0.001%
2/14/2025 DoubleLine ETF Adviser LP54,741$2.95M0.8%N/A0.011%
2/14/2025 Mercer Global Advisors Inc. ADV14,054$757K0.0%-79.2%0.003%
2/14/2025 Caisse DE Depot ET Placement DU Quebec418,223$22.53M0.0%+208.3%0.080%
2/14/2025 One68 Global Capital LLC31,326$1.69M0.9%N/A0.006%
2/14/2025 Soros Fund Management LLC7,046,359$379.52M5.7%+2.2%1.354%
2/14/2025 Schonfeld Strategic Advisors LLC506,870$27.30M0.2%+11,911.1%0.097%
2/14/2025 Northern Trust Corp4,535,347$244.27M0.0%+13.1%0.871%
2/14/2025 The Manufacturers Life Insurance Company 381,135$20.55M0.0%-4.7%0.073%
2/14/2025 Optiver Holding B.V.2,991$161K0.0%-54.2%0.001%
2/14/2025 Public Employees Retirement Association of Colorado53,413$2.88M0.0%+89.5%0.010%
2/14/2025 Melqart Asset Management UK Ltd278,712$15.01M1.8%-61.4%0.054%
2/14/2025 Boothbay Fund Management LLC7,951$428K0.0%-29.2%0.002%
2/14/2025 Arnhold LLC374,051$20.19M2.0%-8.8%0.072%
2/14/2025 Kovitz Investment Group Partners LLC6,582$354K0.0%-87.8%0.001%
2/14/2025 Van Den Berg Management I Inc.180,629$9.73M2.8%-2.1%0.035%
2/14/2025 Voya Investment Management LLC208,138$11.21M0.0%-25.2%0.040%
2/14/2025 Integrated Wealth Concepts LLC5,155$278K0.0%N/A0.001%
2/14/2025 Adage Capital Partners GP L.L.C.604,618$32.57M0.1%+30.0%0.116%
2/14/2025 Fuller & Thaler Asset Management Inc.190,906$10.28M0.0%+7.9%0.037%
2/14/2025 MGO One Seven LLC6,165$332K0.0%N/A0.001%
2/14/2025 Price T Rowe Associates Inc. MD949,098$51.12M0.0%+4.5%0.182%
2/14/2025 Quantessence Capital LLC4,066$219K0.1%N/A0.001%
2/14/2025 Slate Path Capital LP167,000$9.00M0.2%N/A0.032%
2/14/2025 Hsbc Holdings PLC505,215$27.22M0.0%+43.1%0.097%
2/14/2025 Uniplan Investment Counsel Inc.63,574$3.42M0.3%+0.7%0.012%
2/14/2025 Stifel Financial Corp98,129$5.29M0.0%+12.9%0.019%
2/14/2025 State of Tennessee Department of Treasury219,242$11.81M0.0%+7.1%0.042%
2/14/2025 Tower Research Capital LLC TRC 36,717$1.98M0.0%+17.9%0.007%
2/14/2025 MYDA Advisors LLC8,000$431K0.1%N/A0.002%
[URGENT] save yourself from the AI bubble (Ad)

I believe it could offer you a MAJOR boost to your retirement. And it pays huge dividends to give you a nice stream of income along the way.

Our research indicates ONE AI stock is poised to benefit the most.
2/14/2025 Mesirow Institutional Investment Management Inc.70,774$3.81M0.3%+22.4%0.014%
2/14/2025 MetLife Investment Management LLC131,187$7.07M0.0%+1.9%0.025%
2/14/2025 Norinchukin Bank The17,367$935K0.0%-2.7%0.003%
2/14/2025 Ossiam9,365$504K0.0%+239.2%0.002%
2/14/2025 Capital Research Global Investors18,439,852$993.17M0.2%+1.8%3.543%
2/14/2025 First Trust Advisors LP27,095$1.46M0.0%+7.9%0.005%
2/14/2025 Dimensional Fund Advisors LP3,551,357$191.27M0.0%+32.7%0.682%
2/14/2025 Forum Financial Management LP9,779$527K0.0%+61.9%0.002%
2/14/2025 GeoWealth Management LLC5,029$271K0.0%+73.8%0.001%
2/13/2025 Marshall Wace LLP1,072,163$57.75M0.1%-74.2%0.206%
(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, 415 institutional investors and hedge funds held shares of Smurfit Westrock. The most heavily invested institutionals were Vanguard Group Inc. ($4.25B), Norges Bank ($1.30B), Nuveen Asset Management LLC ($1.12B), Capital Research Global Investors ($993.17M), State Street Corp ($967.58M), Geode Capital Management LLC ($769.98M), and FIL Ltd ($590.85M).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 350 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: Norges Bank ($24.12M), State Street Corp ($19.58M), Geode Capital Management LLC ($14.33M), FMR LLC ($9.81M), Mizuho Securities USA LLC ($7.84M), Nuveen Asset Management LLC ($7.05M), and Soros Fund Management LLC ($7.05M).

How much institutional buying is happening at Smurfit Westrock?

Institutional investors have bought a total of 168,903,354 shares in the last 24 months. This purchase volume represents approximately $8.65B in transactions.

Which Smurfit Westrock major shareholders have been selling company stock?

Of the 129 institutional investors that sold Smurfit Westrock stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ruffer LLP ($3.83M), Marshall Wace LLP ($3.09M), Barclays PLC ($1.90M), Millennium Management LLC ($1.73M), Causeway Capital Management LLC ($1.53M), Amundi ($1.23M), and Legal & General Group Plc ($1.07M).

How much institutional selling is happening at Smurfit Westrock?

Institutional investors have sold a total of 24,093,929 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.



This page (NYSE:SW) was last updated on 2/21/2025 by MarketBeat.com Staff
From Our Partners