SW — SMURFIT WESTROCK PLC
Index member: S&P 500
As of Q2 2026, 43 SEC-registered investment managers reported holding SW (SMURFIT WESTROCK PLC) in their latest 13F filings, with a combined reported value of $11.89B across 258.42M shares. That is +9.8% by share count (+23.00M shares) versus the previous quarter, while reported value moved +27.4%. Ownership is concentrated: the five largest holders account for 51.8% of reported value and the top ten for 72.2%.
Compared with the prior quarter, 6 opened new positions, 23 added to existing stakes, 13 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SW is a constituent of the S&P 500 and is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 60.94M | $2.36B | 0.03% | Reduce |
| BlackRock Inc history | Q2 2026 | 45.50M | $2.10B | 0.03% | Add |
| Capital Research Global Investors history | Q2 2026 | 42.63M | $1.97B | 0.29% | Add |
| Capital World Investors history | Q2 2026 | 15.47M | $715.75M | 0.09% | Add |
| Causeway Capital Management history | Q2 2026 | 15.04M | $695.71M | 7.53% | Reduce |
| Geode Capital Management history | Q2 2026 | 14.54M | $670.27M | 0.04% | Add |
| Franklin Resources history | Q2 2026 | 13.46M | $622.45M | 0.14% | Add |
| Invesco Ltd history | Q2 2026 | 11.43M | $528.90M | 0.04% | Add |
| BNY Mellon history | Q2 2026 | 9.90M | $458.15M | 0.08% | Add |
| Norges Bank Investment Management history | Q2 2026 | 9.88M | $454.84M | 0.04% | Reduce |
| Morgan Stanley history | Q2 2026 | 7.71M | $356.54M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 7.50M | $346.93M | 0.02% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 7.29M | $337.05M | 0.03% | Add |
| Deutsche Bank AG history | Q2 2026 | 6.82M | $315.36M | 0.10% | Add |
| Bank of America Corp history | Q2 2026 | 5.76M | $266.37M | 0.02% | Add |
| Northern Trust Corp history | Q2 2026 | 4.79M | $221.56M | 0.03% | Add |
| CPP Investments history | Q2 2026 | 4.64M | $214.64M | 0.12% | Add |
| Legal & General Investment Management America history | Q2 2026 | 4.46M | $205.15M | 0.04% | Reduce |
| UBS Group AG history | Q2 2026 | 3.71M | $171.85M | 0.02% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 3.65M | $169.03M | 0.02% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.22M sh · $148.66M
- Millennium Management 1.31M sh · $60.48M
- Bridgewater Associates 471.95K sh · $21.83M
- Davidson Kempner Capital Management 175.00K sh · $8.10M
- Point72 Asset Management 37.50K sh · $1.73M
- Lazard Asset Management 22.45K sh · $1.04M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 212.51K sh · $8.35M
- Marshall Wace sold 199.09K sh · $7.93M
- D. E. Shaw & Co sold 63.70K sh · $2.54M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 40.48M | 41.49M | 43.48M | 41.50M | 43.54M | 44.24M | 44.80M | 45.50M |
| Capital Research Global Investors | 18.12M | 18.44M | 21.43M | 27.67M | 27.53M | 36.13M | 38.97M | 42.63M |
| Capital World Investors | — | — | — | — | — | — | 12.47M | 15.47M |
| Causeway Capital Management | 4.20M | 2.66M | 2.69M | 7.02M | 7.52M | 19.13M | 15.57M | 15.04M |
| Geode Capital Management | 12.73M | 14.33M | 14.94M | 12.79M | 13.64M | 13.80M | 14.27M | 14.54M |
| Franklin Resources | 4.27M | 3.59M | 4.96M | 5.84M | 11.35M | 6.84M | 12.93M | 13.46M |
| Invesco Ltd | 9.53M | 9.85M | 10.24M | 9.84M | 10.08M | 9.54M | 10.65M | 11.43M |
| BNY Mellon | 7.30M | 7.29M | 7.10M | 8.50M | 8.69M | 9.05M | 8.82M | 9.90M |
| Norges Bank Investment Management | — | 24.12M | — | 17.38M | — | 12.81M | — | 9.88M |
| Morgan Stanley | 2.97M | 3.11M | 3.68M | 4.30M | 5.20M | 5.25M | 5.97M | 7.71M |
| Fidelity Management & Research (FMR) | 8.73M | 9.81M | 10.63M | 12.22M | 12.18M | 11.13M | 10.09M | 7.50M |
| Goldman Sachs Group | 3.64M | 3.15M | 2.54M | 2.87M | 3.64M | 3.09M | 5.98M | 7.29M |
| Deutsche Bank AG | 7.99M | 7.47M | 7.34M | 5.40M | 5.63M | 7.25M | 6.53M | 6.82M |
| Bank of America Corp | 6.23M | 6.78M | 4.70M | 5.27M | 6.08M | 5.14M | 5.46M | 5.76M |
| Northern Trust Corp | 4.01M | 4.54M | 4.29M | 4.12M | 4.34M | 4.78M | 4.71M | 4.79M |
| CPP Investments | — | — | — | — | — | — | 3.76M | 4.64M |
| Legal & General Investment Management America | 4.25M | 3.18M | 3.63M | 3.35M | 4.12M | 4.59M | 4.48M | 4.46M |
| UBS Group AG | 973.06K | 2.53M | 1.90M | 3.02M | 11.24M | 3.62M | 4.06M | 3.71M |
| Charles Schwab Investment Management | 3.06M | 3.00M | 2.92M | 2.91M | 3.18M | 3.33M | 3.54M | 3.65M |
| JPMorgan Chase & Co | 4.47M | 4.38M | 6.10M | 5.36M | 6.25M | 3.22M | — | 3.22M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details