SMURFIT WESTROCK PLC SW
SHS · Common Stock · CUSIP G8267P108
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- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($33.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.16. Options: 12 managers hold calls ($84.3m notional), 12 hold puts ($16.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 504 |
| Q4 2024 | 602 |
| Q1 2025 | 596 |
| Q2 2025 | 580 |
| Q3 2025 | 601 |
| Q4 2025 | 596 |
| Q1 2026 | 616 |
| Q2 2026 | 641 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2024 | 310 | 235 |
| Q1 2025 | 279 | 297 |
| Q2 2025 | 282 | 312 |
| Q3 2025 | 324 | 239 |
| Q4 2025 | 291 | 307 |
| Q1 2026 | 352 | 247 |
| Q2 2026 | 364 | 262 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $36.2m | $4.9m | 0.13 |
| Q4 2025 | $19.8m | $7.3m | 0.37 |
| Q1 2026 | $22.2m | $11.9m | 0.54 |
| Q2 2026 | $84.3m | $16.0m | 0.19 |
Biggest buyers
| Trinity Street Asset Management LLP | New | +5.3m |
| Capital Research Global Investors | Added | +3.7m |
| Capital World Investors | Added | +3.0m |
| STATE STREET CORP | Added | +2.8m |
| Maple Rock Capital Partners Inc. | New | +2.6m |
| Mirova US LLC | New | +2.4m |
| MORGAN STANLEY | Added | +1.7m |
| CITADEL ADVISORS LLC | Added | +1.5m |
| AMERIPRISE FINANCIAL INC | Added | +1.4m |
| AMERICAN CENTURY COMPANIES INC | Added | +1.3m |
Biggest sellers
| Orbis Allan Gray Ltd | Reduced | -7.9m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -5.4m |
| FMR LLC | Reduced | -2.6m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -2.2m |
| LANSDOWNE PARTNERS (UK) LLP | Reduced | -1.5m |
| JPMORGAN CHASE & CO | Reduced | -1.2m |
| SOROS FUND MANAGEMENT LLC | Reduced | -1.0m |
| Amundi | Reduced | -956.5k |
| Capital International Investors | Sold out | -947.3k |
| BARCLAYS PLC | Reduced | -599.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $21.4m463.5k shares |
| CITADEL ADVISORS LLC | Added | $12.7m275.6k shares |
| JANE STREET GROUP, LLC | Added | $12.7m274.9k shares |
| CITIGROUP INC | New | $9.3m200.0k shares |
| IMC-Chicago, LLC | Added | $7.9m170.9k shares |
| SIMPLEX TRADING, LLC | Added | $7.0m150.5k shares |
| HRT FINANCIAL LP | New | $4.6m100.0k shares |
| GROUP ONE TRADING LLC | Added | $4.6m98.5k shares |
| WELLS FARGO & COMPANY/MN | New | $1.4m30.0k shares |
| Point72 Asset Management, L.P. | New | $1.4m29.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.0m64.4k shares |
| UBS Group AG | Unchanged | $2.8m60.0k shares |
| PEAK6 LLC | New | $2.5m54.5k shares |
| JANE STREET GROUP, LLC | Added | $2.4m52.5k shares |
| CITADEL ADVISORS LLC | Reduced | $1.5m33.2k shares |
| IMC-Chicago, LLC | Added | $1.3m27.2k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $735.5k15.9k shares |
| GROUP ONE TRADING LLC | Reduced | $545.9k11.8k shares |
| Walleye Capital LLC | Added | $536.6k11.6k shares |
| Point72 Asset Management, L.P. | New | $356.2k7.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Capital Research Global Investors 13G · institution +1.2 pts · filed 2026-08-12 | 8.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 7.5% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $1.4m | — |
| Q1 2025 | 0 | — | 3 | $5.8m | — |
| Q2 2025 | 1 | $595.2k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 3 | $3.4m | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 45.5m $2.1bn | Added +692.1k |
| Capital Research Global Investors 0.28% of their portfolio | 42.6m $2.0bn | Added +3.7m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 34.2m $1.6bn | Added +284.7k |
| STATE STREET CORP 0.04% of their portfolio | 28.1m $1.3bn | Added +2.8m |
| Nuveen, LLC 0.27% of their portfolio | 24.8m $1.1bn | Added +222.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 24.4m $1.1bn | Added +41.5k |
| Capital World Investors 0.08% of their portfolio | 15.5m $715.8m | Added +3.0m |
| CAUSEWAY CAPITAL MANAGEMENT LLC 7.53% of their portfolio | 15.0m $695.7m | Reduced -527.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 14.5m $670.3m | Added +278.8k |
| FRANKLIN RESOURCES INC 0.13% of their portfolio | 13.5m $622.4m | Added +522.8k |
| Invesco Ltd. 0.04% of their portfolio | 11.4m $528.9m | Added +787.4k |
| AMERIPRISE FINANCIAL INC 0.09% of their portfolio | 9.9m $460.2m | Added +1.4m |
| Bank of New York Mellon Corp 0.08% of their portfolio | 9.9m $458.1m | Added +1.1m |
| NORGES BANK 0.05% of their portfolio | 9.9m $454.8m | Not comparable |
| MORGAN STANLEY 0.02% of their portfolio | 7.7m $356.5m | Added +1.7m |
| FMR LLC 0.02% of their portfolio | 7.5m $346.9m | Reduced -2.6m |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 7.3m $337.1m | Added +1.3m |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 6.8m $315.4m | Added +287.6k |
| Orbis Allan Gray Ltd 0.94% of their portfolio | 5.9m $272.1m | Reduced -7.9m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 5.8m $266.4m | Added +298.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.20% of their portfolio | 5.4m $247.2m | Reduced -594.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.19% of their portfolio | 5.3m $245.7m | Reduced -5.4m |
| Trinity Street Asset Management LLP 12.53% of their portfolio | 5.3m $243.4m | New |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 5.2m $241.3m | Added +367.7k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 4.8m $221.6m | Added +83.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.12% of their portfolio | 4.6m $214.6m | Added +882.7k |
| Legal & General Group Plc 0.04% of their portfolio | 4.5m $205.1m | Reduced -26.2k |
| UBS Group AG 0.03% of their portfolio | 3.7m $169.1m | Reduced -348.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.7m $169.0m | Added +115.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.2m $148.7m | Reduced -1.2m |
| Amundi 0.03% of their portfolio | 3.0m $139.2m | Reduced -956.5k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 2.9m $136.2m | Added +2.8k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 2.8m $127.4m | Reduced -2.2m |
| Maple Rock Capital Partners Inc. 2.37% of their portfolio | 2.6m $120.7m | New |
| Ruffer LLP 3.98% of their portfolio | 2.4m $112.7m | Reduced -347.3k |
| THOMPSON SIEGEL & WALMSLEY LLC 2.00% of their portfolio | 2.4m $110.8m | Reduced -50.9k |
| Mirova US LLC 1.18% of their portfolio | 2.4m $109.3m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 2.0m $96.2m | Reduced -338.2k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 2.0m $93.3m | Added +1.5m |
| Jupiter Topco LLC 0.04% of their portfolio | 2.0m $91.0m | First filing |
| Alberta Investment Management Corp 0.51% of their portfolio | 1.9m $89.3m | Reduced -13.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 1.9m $88.4m | Added +610.6k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 1.9m $86.8m | Added +1.3m |
| Sound Shore Management Inc /CT/ 2.61% of their portfolio | 1.8m $84.9m | Added +326.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.8m $83.4m | Reduced -16.9k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 1.8m $83.3m | Added +50.6k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.8m $70.1m | Reduced -108.0k |
| CITIGROUP INC 0.04% of their portfolio | 1.7m $79.8m | Reduced -228.7k |
| Polaris Capital Management, LLC 7.13% of their portfolio | 1.6m $75.7m | Added +269.3k |
| SOROS FUND MANAGEMENT LLC 0.92% of their portfolio | 1.5m $70.0m | Reduced -1.0m |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 1.5m $68.6m | Added +376.0k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 1.5m $68.7m | Reduced -12.8k |
| Swiss National Bank 0.04% of their portfolio | 1.5m $68.4m | Reduced -53.6k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 1.4m $65.4m | Added +492.9k |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 1.4m $64.2m | Reduced -32.3k |
| Cullen Capital Management, LLC 0.62% of their portfolio | 1.4m $62.9m | Added +113.5k |
| Vontobel Holding Ltd. 0.21% of their portfolio | 1.3m $62.0m | Added +117.8k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.3m $60.5m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.3m $60.1m | Added +175.6k |
| Man Group plc 0.11% of their portfolio | 1.3m $59.9m | Added +571.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 1.3m $59.3m | Added +109.7k |
| AVIVA PLC 0.08% of their portfolio | 1.2m $55.0m | Added +4.2k |
| VAN ECK ASSOCIATES CORP 0.03% of their portfolio | 1.2m $54.2m | Added +396.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.04% of their portfolio | 1.2m $54.0m | Added +136.2k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 1.2m $53.3m | Reduced -10.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 1.1m $52.7m | Reduced -40.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 1.1m $49.6m | Reduced -146.4k |
| BARCLAYS PLC 0.01% of their portfolio | 1.0m $46.8m | Reduced -599.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 936.8k $43.3m | Added +6.0k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 930.6k $13.0m | Added +260.5k |
| KBC Group NV 0.09% of their portfolio | 857.2k $39.7m | Reduced -17.8k |
| Holowesko Partners Ltd. 9.88% of their portfolio | 844.0k $39.0m | Added +384.8k |
| Oslo Pensjonsforsikring AS 4.46% of their portfolio | 839.1k $38.8m | Added +1.3k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 811.0k $37.5m | Added +779.0k |
| Engineers Gate Manager LP 0.47% of their portfolio | 786.5k $36.4m | Added +761.0k |
| Savant Capital, LLC 0.10% of their portfolio | 785.7k $33.4m | Added +317.7k |
| PATTEN & PATTEN INC/TN 1.89% of their portfolio | 772.3k $35.7m | Reduced -1.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio | 731.0k $33.6m | Added +584.2k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 1.75% of their portfolio | 727.9k $33.7m | Added +52.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 715.8k $33.1m | Added +80.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 703.0k $32.5m | Reduced -1.7k |
| BROWN ADVISORY INC 0.05% of their portfolio | 673.5k $31.2m | Added +54.1k |
| Eurizon Capital SGR S.p.A. 0.08% of their portfolio | 664.2k $30.7m | Added +177.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 662.6k $30.7m | Added +183.1k |
| ALPS ADVISORS INC 0.14% of their portfolio | 651.2k $30.1m | Reduced -11.5k |
| FIL Ltd 0.02% of their portfolio | 637.4k $29.5m | Reduced -520.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 609.1k $28.2m | Added +5.7k |
| Lazard Freres Gestion S.A.S. 0.49% of their portfolio | 608.9k $28.2m | New |
| Compagnie Lombard Odier SCmA 0.30% of their portfolio | 606.0k $28.0m | Reduced -14.9k |
| California Public Employees Retirement System 0.02% of their portfolio | 603.8k $27.9m | Reduced -243.6k |
| Triodos Investment Management BV 1.65% of their portfolio | 586.3k $27.1m | New |
| Gotham Asset Management, LLC 0.06% of their portfolio | 583.2k $27.0m | Reduced -116.7k |
| AE Wealth Management LLC 0.12% of their portfolio | 573.7k $26.5m | Added +567.5k |
| SALEM INVESTMENT COUNSELORS INC 0.64% of their portfolio | 562.1k $26.0m | Reduced -8.5k |
| Exane Asset Management 10.68% of their portfolio | 558.7k $29.5m | Reduced -277.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 547.5k $25.3m | Added +168.9k |
| Evelyn Partners Group Ltd 0.43% of their portfolio | 546.6k $25.3m | First filing |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 523.6k $24.2m | Reduced -206.5k |
| Verbena Value LP 3.94% of their portfolio | 515.1k $23.8m | Reduced -561.4k |
| PANAGORA ASSET MANAGEMENT INC 0.07% of their portfolio | 507.7k $23.5m | New |