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Smurfit Westrock (SW) Institutional Ownership

$45.84
-0.02 (-0.04%)
(As of 10/25/2024 08:57 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)
64
Total
Institutional Inflows
(last 12 months)
$243.62M
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
10/25/2024New York State Teachers Retirement System300,177$14.84M0.0%N/A0.058%
10/25/2024Adams Natural Resources Fund Inc.41,300$2.04M0.3%N/A0.008%
10/25/2024Farmers & Merchants Investments Inc.3,520$174K0.0%N/A0.001%
10/25/2024MONECO Advisors LLC7,338$363K0.0%N/A0.001%
10/25/2024abrdn plc54,011$2.71M0.0%N/A0.010%
10/24/2024 Nisa Investment Advisors LLC10,969$542K0.0%N/A0.002%
10/24/2024 State of Alaska Department of Revenue57,314$2.83M0.0%N/A0.011%
10/24/2024 Wealth Enhancement Advisory Services LLC92,302$4.56M0.0%N/A0.018%
10/24/2024 Forsta AP Fonden110,800$5.48M0.0%N/A0.021%
10/23/2024 Mirae Asset Global Investments Co. Ltd.32,906$1.65M0.0%N/A0.013%
10/23/2024 Louisiana State Employees Retirement System27,800$1.37M0.0%N/A0.011%
10/23/2024 Allworth Financial LP1,667$82K0.0%N/A0.001%
10/23/2024 Cromwell Holdings LLC847$42K0.0%N/A0.000%
10/23/2024 Canal Capital Management LLC28,582$1.41M0.2%N/A0.011%
10/23/2024 Mainstay Capital Management LLC ADV36,383$1.80M0.3%N/A0.014%
10/23/2024 Legacy Capital Group California Inc.4,764$235K0.1%N/A0.002%
10/23/2024 Assenagon Asset Management S.A.17,607$870K0.0%N/A0.007%
10/22/2024 Commerzbank Aktiengesellschaft FI5,091$252K0.0%N/A0.002%
10/22/2024 Bank Pictet & Cie Europe AG29,938$1.48M0.0%N/A0.012%
10/22/2024 Waldron Private Wealth LLC699$35K0.0%N/A0.000%
10/22/2024 Signaturefd LLC5,601$277K0.0%N/A0.001%
10/21/2024 Oakworth Capital Inc.2,052$101K0.0%N/A0.000%
10/21/2024 Jade Capital Advisors LLC65,000$3.21M2.0%N/A0.013%
10/21/2024 Everence Capital Management Inc.7,860$388K0.0%N/A0.002%
10/19/2024 Allspring Global Investments Holdings LLC22,461$1.11M0.0%N/A0.009%
10/19/2024OLD National Bancorp IN5,468$270K0.0%N/A0.002%
10/18/2024Chicago Capital LLC7,075$350K0.0%N/A0.003%
10/17/2024V Square Quantitative Management LLC8,596$425K0.1%N/A0.002%
10/17/2024Sumitomo Mitsui DS Asset Management Company Ltd57,108$2.82M0.0%N/A0.011%
10/16/2024 Bfsg LLC1,825$90K0.0%N/A0.000%
10/16/2024 IQ EQ FUND MANAGEMENT IRELAND Ltd40,580$2.01M0.2%N/A0.008%
10/16/2024 Transform Wealth LLC28,812$1.42M0.1%N/A0.006%
10/16/2024 Vontobel Holding Ltd.1,271,378$62.83M0.2%N/A0.245%
10/16/2024 626 Financial LLC18,977$938K0.5%N/A0.007%
10/15/2024 SWS Partners64,725$3.20M1.0%N/A0.025%
10/15/2024 Swedbank AB276,328$13.66M0.0%N/A0.108%
10/12/2024 Fruth Investment Management44,192$2.18M0.6%N/A0.009%
10/11/2024 Creative Planning16,677$824K0.0%N/A0.003%
10/11/2024 ORG Wealth Partners LLC641$32K0.0%N/A0.000%
10/11/2024 Armstrong Advisory Group Inc.907$45K0.0%N/A0.000%
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10/11/2024 Compagnie Lombard Odier SCmA801,839$39.63M0.6%N/A0.154%
10/10/2024 CVA Family Office LLC528$26K0.0%N/A0.000%
10/10/2024 Exchange Traded Concepts LLC1,686$83K0.0%N/A0.001%
10/10/2024 Gateway Investment Advisers LLC142,915$7.06M0.1%N/A0.028%
10/9/2024 Clarius Group LLC4,429$218K0.0%N/A0.001%
10/9/2024 Contravisory Investment Management Inc.13,824$683K0.1%N/A0.003%
10/9/2024 Boston Common Asset Management LLC329,058$16.26M0.4%N/A0.063%
10/9/2024 Perpetual Ltd4,331$214K0.0%N/A0.001%
10/9/2024 Patten Group Inc.12,393$612K0.1%N/A0.002%
10/8/2024 CWM LLC4,597$227K0.0%N/A0.001%
10/8/2024 Sage Capital Advisors llc79,506$3.93M1.0%N/A0.015%
10/8/2024 Atomi Financial Group Inc.5,070$251K0.0%N/A0.001%
10/8/2024 Insight Wealth Strategies LLC41,494$2.05M0.3%N/A0.008%
10/8/2024 Marion Wealth Management9,300$460K0.1%N/A0.002%
10/8/2024 Werlinich Asset Management LLC51,900$2.57M1.5%N/A0.020%
10/8/2024 Mather Group LLC.496$25K0.0%N/A0.000%
10/7/2024 Richard P Slaughter Associates Inc65,360$3.23M0.7%N/A0.025%
10/7/2024 Kwmg LLC131,376$6.49M0.7%N/A0.051%
10/7/2024 Diversified Trust Co13,561$670K0.0%N/A0.005%
10/7/2024 GAMMA Investing LLC5,036$249K0.0%N/A0.002%
10/7/2024 Czech National Bank100,508$4.97M0.1%N/A0.039%
10/3/2024 Park Avenue Securities LLC11,359$561K0.0%N/A0.004%
10/3/2024 SG Americas Securities LLC17,064$843K0.0%N/A0.007%
10/3/2024 Czech National Bank100,508$4.97M0.1%N/A0.039%
10/3/2024 AMF Tjanstepension AB172,223$8.52M0.1%N/A0.067%
(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, 64 institutional investors and hedge funds held shares of Smurfit Westrock. The most heavily invested institutionals were Vontobel Holding Ltd. ($62.83M), Compagnie Lombard Odier SCmA ($39.63M), Boston Common Asset Management LLC ($16.26M), New York State Teachers Retirement System ($14.84M), Swedbank AB ($13.66M), AMF Tjanstepension AB ($8.52M), and Gateway Investment Advisers LLC ($7.06M).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 64 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: Vontobel Holding Ltd. ($1.27M), Compagnie Lombard Odier SCmA ($801.84K), Boston Common Asset Management LLC ($329.06K), New York State Teachers Retirement System ($300.18K), Swedbank AB ($276.33K), Czech National Bank ($201.02K), and AMF Tjanstepension AB ($172.22K).

How much institutional buying is happening at Smurfit Westrock?

Institutional investors have bought a total of 4,930,639 shares in the last 24 months. This purchase volume represents approximately $243.62M in transactions.



This page (NYSE:SW) was last updated on 10/28/2024 by MarketBeat.com Staff
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