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 ($17.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.01. Options: 12 managers hold calls ($14.8m notional), 7 hold puts ($2.6m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 504 |
| Q4 2024 | 602 |
| Q1 2025 | 596 |
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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $0 | $0 | — |
| Q3 2024 | $61.8m | $3.0m | 0.05 |
| Q4 2024 | $33.8m | $1.7m | 0.05 |
| Q1 2025 | $14.8m | $2.6m | 0.18 |
Biggest buyers
| Orbis Allan Gray Ltd | Added | +4.3m |
| Capital Research Global Investors | Added | +3.0m |
| BlackRock, Inc. | Added | +2.0m |
| CITIGROUP INC | Added | +1.7m |
| JPMORGAN CHASE & CO | Added | +1.7m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.4m |
| FRANKLIN RESOURCES INC | Added | +1.4m |
| STATE STREET CORP | Added | +896.1k |
| Point72 Asset Management, L.P. | New | +876.0k |
| MARSHALL WACE, LLP | Added | +862.7k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -5.3m |
| MACKENZIE FINANCIAL CORP | Reduced | -3.2m |
| NORGES BANK | Reduced | -2.5m |
| LANSDOWNE PARTNERS (UK) LLP | Reduced | -2.2m |
| BANK OF AMERICA CORP /DE/ | Reduced | -2.1m |
| LBP AM SA | Reduced | -1.3m |
| Zurich Insurance Group Ltd/FI | Reduced | -1.1m |
| ARGA Investment Management, LP | Reduced | -994.1k |
| Liontrust Investment Partners LLP | Sold out | -866.5k |
| UBS Group AG | Reduced | -632.0k |
Biggest calls
| NOMURA HOLDINGS INC | New | $4.1m90.0k shares |
| CITADEL ADVISORS LLC | Reduced | $3.7m83.0k shares |
| CITIGROUP INC | Reduced | $2.0m44.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.5m32.3k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.3m28.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $558.0k12.4k shares |
| Walleye Trading LLC | Added | $536.2k11.9k shares |
| GROUP ONE TRADING LLC | Added | $401.0k8.9k shares |
| JANE STREET GROUP, LLC | Reduced | $378.5k8.4k shares |
| TUDOR INVESTMENT CORP ET AL | New | $229.8k5.1k shares |
Biggest puts
| GROUP ONE TRADING LLC | New | $932.7k20.7k shares |
| CITADEL ADVISORS LLC | Reduced | $793.1k17.6k shares |
| SIMPLEX TRADING, LLC | Added | $355.0k7.9k shares |
| Walleye Trading LLC | New | $229.8k5.1k shares |
| Cubist Systematic Strategies, LLC | New | $225.3k5.0k shares |
| Walleye Capital LLC | New | $108.1k2.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $23.8k | — |
| Q4 2024 | 0 | — | 1 | $1.4m | — |
| Q1 2025 | 0 | — | 3 | $5.8m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-24 | Henao Alvaro Officer | Sold | $215.6k4.0k shares |
| 2025-02-19 | SMURFIT ANTHONY P J Officer, director | Sold | $4.3m78.0k shares |
| 2025-02-19 | Bowles Ken Officer, director | Sold | $1.3m24.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 79.2m $3.6bn | Added +316.1k |
| BlackRock, Inc. 0.04% of their portfolio | 43.5m $2.0bn | Added +2.0m |
| Nuveen, LLC 0.32% of their portfolio | 23.3m $1.1bn | First filing |
| NORGES BANK 0.14% of their portfolio | 21.6m $972.2m | Reduced -2.5m |
| Capital Research Global Investors 0.21% of their portfolio | 21.4m $965.7m | Added +3.0m |
| STATE STREET CORP 0.04% of their portfolio | 20.4m $921.3m | Added +896.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 14.9m $671.6m | Added +616.4k |
| FIL Ltd 0.47% of their portfolio | 11.0m $496.9m | Added +83.3k |
| FMR LLC 0.03% of their portfolio | 10.6m $478.6m | Added +819.9k |
| Invesco Ltd. 0.09% of their portfolio | 10.2m $461.6m | Added +395.0k |
| Orbis Allan Gray Ltd 2.61% of their portfolio | 10.1m $455.7m | Added +4.3m |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 8.4m $379.8m | Reduced -574.7k |
| DEUTSCHE BANK AG\ 0.13% of their portfolio | 7.3m $330.7m | Reduced -130.4k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 7.1m $320.0m | Reduced -187.0k |
| SOROS FUND MANAGEMENT LLC 5.50% of their portfolio | 6.9m $308.8m | Reduced -193.7k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 6.1m $274.9m | Added +1.7m |
| ALLIANCEBERNSTEIN L.P. 0.09% of their portfolio | 5.7m $256.4m | Added +788.1k |
| Boston Partners 0.29% of their portfolio | 5.4m $241.2m | Reduced -268.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.24% of their portfolio | 5.1m $228.7m | Added +81.9k |
| Amundi 0.08% of their portfolio | 5.0m $214.5m | Added +311.8k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 5.0m $222.7m | Added +1.4m |
| Pictet Asset Management Holding SA 0.25% of their portfolio | 4.9m $222.9m | Added +31.4k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 4.7m $211.8m | Reduced -2.1m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 4.3m $193.1m | Reduced -249.5k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 4.1m $186.5m | Added +587.6k |
| MORGAN STANLEY 0.01% of their portfolio | 3.7m $165.9m | Added +576.7k |
| Legal & General Group Plc 0.04% of their portfolio | 3.6m $162.5m | Added +444.9k |
| CITIGROUP INC 0.11% of their portfolio | 3.3m $148.6m | Added +1.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.9m $131.8m | Reduced -73.4k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 2.54% of their portfolio | 2.7m $121.4m | Added +30.9k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.5m $114.6m | Reduced -606.0k |
| Polaris Capital Management, LLC 6.37% of their portfolio | 2.5m $111.3m | Reduced -550.4k |
| Incentive AS 63.93% of their portfolio | 2.3m $104.2m | Added +27.1k |
| MARSHALL WACE, LLP 0.12% of their portfolio | 1.9m $87.2m | Added +862.7k |
| LANSDOWNE PARTNERS (UK) LLP 12.32% of their portfolio | 1.9m $87.0m | Reduced -2.2m |
| UBS Group AG 0.02% of their portfolio | 1.9m $85.6m | Reduced -632.0k |
| THOMPSON SIEGEL & WALMSLEY LLC 1.45% of their portfolio | 1.9m $85.3m | Reduced -119.4k |
| BARCLAYS PLC 0.04% of their portfolio | 1.8m $82.2m | Added +259.2k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 1.6m $70.0m | Added +1.4m |
| Swiss National Bank 0.05% of their portfolio | 1.5m $66.1m | Reduced -1.9k |
| Vontobel Holding Ltd. 0.23% of their portfolio | 1.4m $64.1m | Added +14.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% of their portfolio | 1.3m $56.1m | Reduced -90.9k |
| MACKENZIE FINANCIAL CORP 0.08% of their portfolio | 1.2m $53.2m | Reduced -3.2m |
| LAKEWOOD CAPITAL MANAGEMENT, LP 4.66% of their portfolio | 1.2m $52.3m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 1.0m $47.2m | Reduced -12.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 989.4k $44.6m | Added +40.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 986.6k $44.5m | First filing |
| PATTEN & PATTEN INC/TN 2.96% of their portfolio | 980.3k $44.2m | Reduced -1.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 969.9k $43.7m | Added +269.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 940.8k $42.4m | Reduced -126.9k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 918.1k $41.4m | Added +49.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 914.2k $41.2m | Added +126.5k |
| Point72 Asset Management, L.P. 0.11% of their portfolio | 876.0k $39.5m | New |
| Cullen Capital Management, LLC 0.44% of their portfolio | 851.7k $38.4m | Reduced -359.3k |
| Compagnie Lombard Odier SCmA 0.47% of their portfolio | 848.9k $38.3m | Reduced -58.7k |
| National Pension Service 0.04% of their portfolio | 843.1k $38.0m | Added +90.8k |
| AVIVA PLC 0.09% of their portfolio | 840.1k $37.6m | Reduced -234.5k |
| Evelyn Partners Investment Management LLP 1.24% of their portfolio | 828.6k $37.3m | Reduced -21.7k |
| Savant Capital, LLC 0.29% of their portfolio | 769.7k $34.7m | Added +91.2k |
| Zurich Insurance Group Ltd/FI 0.28% of their portfolio | 765.7k $34.2m | Reduced -1.1m |
| Retirement Systems of Alabama 0.13% of their portfolio | 739.1k $33.3m | Reduced -8.0k |
| RIT CAPITAL PARTNERS PLC 6.32% of their portfolio | 724.0k $32.6m | Unchanged |
| LBP AM SA 0.47% of their portfolio | 675.6k $30.4m | Reduced -1.3m |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 622.7k $28.1m | Added +4.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 589.8k $26.6m | Added +2.4k |
| SALEM INVESTMENT COUNSELORS INC 0.92% of their portfolio | 586.9k $26.4m | Unchanged |
| Foresight Group Ltd Liability Partnership 3.67% of their portfolio | 577.6k $26.0m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 553.1k $24.9m | New |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 543.0k $24.3m | Reduced -22.3k |
| GROUPAMA ASSET MANAGMENT 0.36% of their portfolio | 527.6k $18.3m | Added +117.9k |
| Artemis Investment Management LLP 0.36% of their portfolio | 521.9k $23.5m | Added +123.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 519.2k $23.4m | Added +11.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 518.7k $23.4m | Reduced -173.4k |
| Walleye Capital LLC 0.26% of their portfolio | 515.8k $23.2m | Added +247.3k |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 510.2k $23.0m | Reduced -159.1k |
| SYCOMORE ASSET MANAGEMENT 2.55% of their portfolio | 488.7k $18.0m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 486.3k $21.9m | Added +76.3k |
| J. Goldman & Co LP 0.74% of their portfolio | 462.4k $20.8m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 459.1k $20.7m | Added +41.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 451.2k $20.3m | Reduced -153.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 436.8k $19.7m | Added +39.0k |
| Tredje AP-fonden 0.18% of their portfolio | 419.8k $18.9m | Added +100.0k |
| FLOSSBACH VON STORCH SE 0.08% of their portfolio | 414.5k $18.5m | Reduced -41.7k |
| ABN AMRO Bank N.V. 0.25% of their portfolio | 410.5k $18.4m | Added +20.9k |
| Boston Common Asset Management, LLC 0.54% of their portfolio | 392.6k $17.7m | Added +18.7k |
| Arnhold LLC 1.69% of their portfolio | 374.1k $16.8m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 369.2k $16.6m | Added +161.1k |
| Lombard Odier Asset Management (Europe) Ltd 1.32% of their portfolio | 363.6k $16.4m | Added +164.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 361.4k $16.2m | Reduced -292.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 360.2k $16.2m | New |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 337.7k $15.2m | Added +155.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 331.5k $14.9m | Reduced -49.6k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 329.1k $14.8m | Added +89.6k |
| Man Group plc 0.04% of their portfolio | 328.5k $14.8m | Added +153.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 322.8k $14.5m | Added +29.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 315.5k $14.2m | Reduced -42.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 314.2k $14.2m | Reduced -95.1k |
| GREAT LAKES ADVISORS, LLC 0.12% of their portfolio | 291.1k $13.1m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 289.3k $13.0m | Added +3.7k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 270.7k $12.2m | New |