Free Trial
→ The #1 Crypto for AI (From Weiss Ratings) (Ad) Free SW Stock Alerts

Smurfit Westrock (SW) Institutional Ownership

Smurfit Westrock logo
$52.95 +0.73 (+1.40%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
83.38%
Number of
Institutional Buyers
(last 12 months)
209
Total
Institutional Inflows
(last 12 months)
$5.03B
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.63M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Wesbanco Bank Inc.7,764$418K0.0%N/A0.001%
1/17/2025 Janney Montgomery Scott LLC25,269$1.36M0.0%-22.2%0.005%
1/17/2025 SG Americas Securities LLC113,515$6.11M0.0%+565.2%0.022%
1/17/2025 Nisa Investment Advisors LLC4,824$260K0.0%-56.0%0.001%
1/17/2025 Atomi Financial Group Inc.4,294$231K0.0%-15.3%0.001%
1/17/2025 Transform Wealth LLC28,250$1.52M0.1%-2.0%0.005%
1/16/2025 First United Bank & Trust958$52K0.0%N/A0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB516$28K0.0%+117.7%0.000%
1/16/2025 UMB Bank n.a.1,086$58K0.0%N/A0.000%
1/16/2025 Artemis Investment Management LLP398,876$21.48M0.3%N/A0.077%
1/15/2025 HB Wealth Management LLC13,272$715K0.0%N/A0.003%
1/15/2025 Retirement Wealth Solutions LLC484$25K0.0%N/A0.000%
1/15/2025 Merit Financial Group LLC9,527$513K0.0%-13.3%0.002%
1/15/2025 Boston Common Asset Management LLC373,970$20.14M0.6%+13.6%0.072%
1/15/2025 Tompkins Financial Corp780$42K0.0%N/A0.000%
1/15/2025 Gateway Investment Advisers LLC149,888$8.07M0.1%+4.9%0.029%
1/14/2025 Contravisory Investment Management Inc.14,189$764K0.2%+2.6%0.003%
1/14/2025 Burney Co.46,481$2.50M0.1%-0.7%0.009%
1/14/2025 Radnor Capital Management LLC9,167$494K0.1%-4.9%0.002%
1/14/2025 Richard P Slaughter Associates Inc64,848$3.49M0.8%-0.8%0.012%
1/14/2025 Park Avenue Securities LLC12,394$668K0.0%+9.1%0.002%
1/14/2025 Assenagon Asset Management S.A.15,865$854K0.0%-9.9%0.003%
1/14/2025 626 Financial LLC17,175$925K0.5%-9.5%0.003%
1/13/2025 Miracle Mile Advisors LLC19,950$1.08M0.0%N/A0.004%
1/13/2025 Kwmg LLC129,410$6.97M0.7%-1.5%0.025%
1/13/2025 Moody National Bank Trust Division13,718$739K0.1%N/A0.003%
1/13/2025 Salem Investment Counselors Inc.586,932$31.61M1.0%-0.5%0.113%
1/13/2025 Fiduciary Alliance LLC4,700$253K0.0%N/A0.001%
1/13/2025 Czech National Bank107,142$5.77M0.1%+6.6%0.021%
1/10/2025 Wealth Enhancement Advisory Services LLC91,882$4.54M0.0%-0.5%0.018%
1/8/2025 First Hawaiian Bank17,374$936K0.0%N/A0.003%
1/8/2025 Fulton Bank N.A.6,905$372K0.0%N/A0.001%
1/8/2025 Park National Corp OH5,408$291K0.0%N/A0.001%
1/7/2025 Diversified Trust Co9,384$505K0.0%-30.8%0.002%
1/6/2025 Nordea Investment Management AB5,039,818$272.05M0.3%+11.0%0.969%
1/3/2025 Everence Capital Management Inc.15,180$818K0.1%+93.1%0.003%
1/3/2025 GAMMA Investing LLC6,754$364K0.0%+34.1%0.001%
1/3/2025 Versant Capital Management Inc506$27K0.0%N/A0.000%
12/26/2024JPMorgan Chase & Co.4,472,396$221.03M0.0%N/A0.860%
12/19/2024Principal Financial Group Inc.601,298$29.72M0.0%N/A0.116%
The #1 Crypto for AI (Ad)

We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-up before it’s too late. It’s urgent because it’s what we consider “The #1 Crypto for the AI World.”

Learn more about it by watching THIS NOW.
12/6/2024Retirement Systems of Alabama745,869$36.86M0.1%N/A0.143%
11/27/2024Franklin Resources Inc.4,272,935$198.26M0.1%N/A0.821%
11/25/2024Synovus Financial Corp17,353$858K0.0%N/A0.003%
11/25/2024Tidal Investments LLC34,015$1.68M0.0%N/A0.007%
11/25/2024Wilmington Savings Fund Society FSB2,714$134K0.0%N/A0.001%
11/19/2024McIlrath & Eck LLC2,027$100K0.0%N/A0.000%
11/18/2024TD Private Client Wealth LLC7,381$365K0.0%N/A0.001%
11/18/2024Teachers Retirement System of The State of Kentucky20,382$1.01M0.0%N/A0.004%
11/18/2024Twin Lakes Capital Management LLC981$48K0.0%N/A0.000%
11/16/2024Geode Capital Management LLC12,733,113$627.24M0.1%N/A2.448%
11/15/2024Vestcor Inc10,313$510K0.0%N/A0.002%
11/15/2024M&T Bank Corp74,866$3.73M0.0%N/A0.014%
11/15/2024Executive Wealth Management LLC6,000$297K0.0%N/A0.001%
11/15/2024Barclays PLC3,460,710$171.03M0.0%N/A0.665%
11/15/2024Public Employees Retirement System of Ohio187,764$9.28M0.0%N/A0.036%
11/15/2024Groupama Asset Managment336,692$16.64M0.3%N/A0.065%
11/15/2024Nomura Asset Management Co. Ltd.160,697$7.94M0.0%N/A0.031%
11/15/2024Y Intercept Hong Kong Ltd18,406$910K0.1%N/A0.004%
11/15/2024MML Investors Services LLC8,303$410K0.0%N/A0.002%
11/15/2024Kimelman & Baird LLC10,340$511K0.0%N/A0.002%
11/15/2024XTX Topco Ltd6,361$314K0.0%N/A0.001%
11/15/2024Zurich Insurance Group Ltd FI1,315,084$65.54M0.6%N/A0.253%
11/15/2024National Bank of Canada FI10,873$537K0.0%N/A0.002%
11/15/2024United Services Automobile Association10,832$535K0.0%N/A0.002%
11/15/2024Kovitz Investment Group Partners LLC53,762$2.54M0.0%N/A0.010%
11/15/2024Wellington Management Group LLP273,313$13.70M0.0%N/A0.053%
11/15/2024Weiss Asset Management LP34,269$1.69M0.0%N/A0.007%
11/15/2024Soros Fund Management LLC6,896,971$340.85M4.9%N/A1.326%
11/15/2024State Street Corp19,578,763$967.58M0.0%N/A3.764%
11/15/2024Stifel Financial Corp86,929$4.30M0.0%N/A0.017%
11/15/2024Quantinno Capital Management LP29,883$1.48M0.0%N/A0.006%
11/15/2024Riposte Capital LLC200,000$9.88M1.1%N/A0.038%
11/15/2024Recurrent Investment Advisors LLC18,452$912K0.1%N/A0.004%
11/15/2024Redwood Grove Capital LLC318,594$15.75M4.3%N/A0.061%
11/15/2024Polar Asset Management Partners Inc.82,600$4.08M0.1%N/A0.016%
11/15/2024Melqart Asset Management UK Ltd721,736$35.67M3.2%N/A0.139%
11/15/2024Ingalls & Snyder LLC4,968$246K0.0%N/A0.001%
11/15/2024Investment Management Corp of Ontario17,240$852K0.0%N/A0.003%
11/15/2024Janus Henderson Group PLC945,572$47.40M0.0%N/A0.182%
11/15/2024Harbor Advisors LLC5,315$263K0.0%N/A0.001%
11/15/2024HighTower Advisors LLC40,687$2.01M0.0%N/A0.008%
11/15/2024Chevy Chase Trust Holdings LLC264,534$13.07M0.0%N/A0.051%
11/15/2024Benjamin Edwards Inc.7,541$373K0.0%N/A0.001%
11/15/2024Atom Investors LP30,091$1.49M0.2%N/A0.006%
11/14/2024ARGA Investment Management LP1,842,428$92.07M3.0%N/A0.354%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp86,660$4.28M0.0%N/A0.017%
11/14/2024Caisse DE Depot ET Placement DU Quebec135,662$6.70M0.0%N/A0.026%
11/14/2024Verition Fund Management LLC78,887$3.90M0.0%N/A0.015%
11/14/2024Captrust Financial Advisors5,131$254K0.0%N/A0.001%
11/14/2024Icon Wealth Advisors LLC15,506$766K0.1%N/A0.003%
The #1 Crypto for AI (Ad)

We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-up before it’s too late. It’s urgent because it’s what we consider “The #1 Crypto for the AI World.”

Learn more about it by watching THIS NOW.
11/14/2024Rockefeller Capital Management L.P.15,641$773K0.0%N/A0.003%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC500,828$24.75M0.0%N/A0.096%
11/14/2024Public Sector Pension Investment Board18,064$893K0.0%N/A0.003%
11/14/2024Fiduciary Trust Co6,007$297K0.0%N/A0.001%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank226,473$11.19M0.0%N/A0.044%
11/14/2024De Lisle Partners LLP100,000$4.94M0.8%N/A0.019%
11/14/2024MetLife Investment Management LLC128,702$6.36M0.0%N/A0.025%
11/13/2024Glenmede Trust Co. NA31,104$1.54M0.0%N/A0.006%
11/13/2024Bridgewater Associates LP80,596$3.98M0.0%N/A0.015%
11/13/2024Transamerica Financial Advisors Inc.1,683$84K0.0%N/A0.000%
(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, 212 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), Nordea Investment Management AB ($272.05M), and JPMorgan Chase & Co. ($221.03M).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 209 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), JPMorgan Chase & Co. ($4.47M), and Franklin Resources Inc. ($4.27M).

How much institutional buying is happening at Smurfit Westrock?

Institutional investors have bought a total of 101,616,384 shares in the last 24 months. This purchase volume represents approximately $5.03B in transactions.

Which Smurfit Westrock major shareholders have been selling company stock?

Of the 14 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: Janney Montgomery Scott LLC ($7.21K), Nisa Investment Advisors LLC ($6.15K), Diversified Trust Co ($4.18K), Salem Investment Counselors Inc. ($2.73K), Kwmg LLC ($1.97K), 626 Financial LLC ($1.80K), and Assenagon Asset Management S.A. ($1.74K).

How much institutional selling is happening at Smurfit Westrock?

Institutional investors have sold a total of 30,305 shares in the last 24 months. This volume of shares sold represents approximately $1.63M in transactions.


Related Companies

This page (NYSE:SW) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The crypto bull market is here, and the stakes couldn’t be higher. The next 3-6 months? They’re the most ex...
Crypto Swap Profits | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
A deadly mistake in my prediction…
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored