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 ($12.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.17. Options: 8 managers hold calls ($16.8m notional), 9 hold puts ($6.4m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 504 |
| Q4 2024 | 602 |
| Q1 2025 | 596 |
| Q2 2025 | 580 |
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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $61.8m | $3.0m | 0.05 |
| Q4 2024 | $33.8m | $1.7m | 0.05 |
| Q1 2025 | $14.8m | $2.6m | 0.18 |
| Q2 2025 | $16.8m | $6.4m | 0.38 |
Biggest buyers
| Orbis Allan Gray Ltd | Added | +8.3m |
| Capital Research Global Investors | Added | +6.2m |
| Ruffer LLP | New | +4.5m |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Added | +4.3m |
| CITADEL ADVISORS LLC | Added | +1.8m |
| FMR LLC | Added | +1.6m |
| Bank of New York Mellon Corp | Added | +1.4m |
| VANGUARD GROUP INC | Added | +1.2m |
| MARSHALL WACE, LLP | Added | +1.2m |
| UBS Group AG | Added | +1.1m |
Biggest sellers
| Boston Partners | Reduced | -5.4m |
| NORGES BANK | Reduced | -4.2m |
| FIL Ltd | Reduced | -2.7m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -2.2m |
| BlackRock, Inc. | Reduced | -2.0m |
| DEUTSCHE BANK AG\ | Reduced | -1.9m |
| Amundi | Reduced | -1.0m |
| AMERIPRISE FINANCIAL INC | Reduced | -934.6k |
| JPMORGAN CHASE & CO | Reduced | -738.2k |
| Polaris Capital Management, LLC | Reduced | -692.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.9m228.7k shares |
| CITADEL ADVISORS LLC | Added | $4.1m95.3k shares |
| SIMPLEX TRADING, LLC | Added | $949.0k22.0k shares |
| GROUP ONE TRADING LLC | Added | $660.2k15.3k shares |
| Walleye Trading LLC | Added | $522.1k12.1k shares |
| WOLVERINE TRADING, LLC | New | $361.7k8.4k shares |
| Walleye Capital LLC | Added | $349.5k8.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $1.8m41.0k shares |
| CITADEL ADVISORS LLC | Added | $1.6m37.5k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m35.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $651.6k15.1k shares |
| WOLVERINE TRADING, LLC | New | $456.4k10.6k shares |
| GROUP ONE TRADING LLC | Reduced | $250.3k5.8k shares |
| Walleye Trading LLC | Reduced | $146.7k3.4k shares |
| Walleye Capital LLC | Reduced | $4.3k100 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 1 | $595.2k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-06 | Finan Irial Director | Bought | $595.2k15.2k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 80.4m $3.5bn | Added +1.2m |
| BlackRock, Inc. 0.03% of their portfolio | 41.5m $1.8bn | Reduced -2.0m |
| Capital Research Global Investors 0.24% of their portfolio | 27.7m $1.2bn | Added +6.2m |
| Nuveen, LLC 0.28% of their portfolio | 23.7m $1.0bn | Added +346.7k |
| STATE STREET CORP 0.03% of their portfolio | 20.8m $896.7m | Added +339.8k |
| Orbis Allan Gray Ltd 3.86% of their portfolio | 18.4m $794.0m | Added +8.3m |
| NORGES BANK 0.09% of their portfolio | 17.4m $749.7m | Reduced -4.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 12.8m $549.5m | Reduced -2.2m |
| FMR LLC 0.03% of their portfolio | 12.2m $527.2m | Added +1.6m |
| Invesco Ltd. 0.07% of their portfolio | 9.8m $424.5m | Reduced -407.1k |
| Bank of New York Mellon Corp 0.07% of their portfolio | 8.5m $366.8m | Added +1.4m |
| FIL Ltd 0.31% of their portfolio | 8.4m $361.6m | Reduced -2.7m |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 7.5m $323.4m | Reduced -934.6k |
| SOROS FUND MANAGEMENT LLC 5.54% of their portfolio | 7.5m $322.8m | Added +627.9k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 4.79% of their portfolio | 7.0m $302.7m | Added +4.3m |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 5.8m $252.2m | Added +884.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.22% of their portfolio | 5.5m $234.9m | Added +346.5k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 5.4m $233.1m | Reduced -1.9m |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 5.4m $231.4m | Reduced -738.2k |
| ALLIANCEBERNSTEIN L.P. 0.08% of their portfolio | 5.3m $230.5m | Reduced -347.4k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 5.3m $227.2m | Added +563.5k |
| Pictet Asset Management Holding SA 0.21% of their portfolio | 4.9m $210.4m | Reduced -70.7k |
| Ruffer LLP 8.68% of their portfolio | 4.5m $196.1m | New |
| MORGAN STANLEY 0.01% of their portfolio | 4.3m $185.5m | Added +616.5k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 4.1m $178.3m | Reduced -6.9k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 4.1m $177.9m | Reduced -163.8k |
| Amundi 0.07% of their portfolio | 4.0m $189.8m | Reduced -1.0m |
| Legal & General Group Plc 0.04% of their portfolio | 3.3m $144.2m | Reduced -280.2k |
| MARSHALL WACE, LLP 0.16% of their portfolio | 3.1m $133.2m | Added +1.2m |
| UBS Group AG 0.03% of their portfolio | 3.0m $130.4m | Added +1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.9m $125.6m | Reduced -13.4k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.9m $123.7m | Added +323.8k |
| CITIGROUP INC 0.08% of their portfolio | 2.7m $114.7m | Reduced -637.9k |
| Incentive AS 100.00% of their portfolio | 2.3m $100.2m | Added +10.0k |
| BARCLAYS PLC 0.04% of their portfolio | 2.1m $90.1m | Added +266.0k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 2.0m $87.4m | Added +1.8m |
| THOMPSON SIEGEL & WALMSLEY LLC 1.33% of their portfolio | 1.8m $78.9m | Reduced -63.3k |
| Polaris Capital Management, LLC 5.10% of their portfolio | 1.8m $76.7m | Reduced -692.3k |
| Swiss National Bank 0.04% of their portfolio | 1.6m $68.2m | Added +113.2k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 1.4m $60.6m | Reduced -147.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.4m $59.6m | Added +439.9k |
| Zurich Insurance Group Ltd/FI 0.45% of their portfolio | 1.4m $58.7m | Added +595.6k |
| LANSDOWNE PARTNERS (UK) LLP 7.31% of their portfolio | 1.3m $56.3m | Reduced -625.9k |
| Vontobel Holding Ltd. 0.18% of their portfolio | 1.3m $54.4m | Reduced -160.3k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 3.81% of their portfolio | 1.2m $50.1m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 1.0m $45.3m | Added +1.8k |
| AVIVA PLC 0.09% of their portfolio | 1.0m $44.9m | Added +201.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.0m $44.7m | Added +47.1k |
| MACKENZIE FINANCIAL CORP 0.06% of their portfolio | 1.0m $44.1m | Reduced -163.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 976.5k $42.1m | Added +62.3k |
| PATTEN & PATTEN INC/TN 2.65% of their portfolio | 950.0k $41.0m | Reduced -30.3k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 938.3k $40.3m | Added +701.8k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 927.3k $40.0m | Added +51.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 927.3k $40.0m | Added +9.2k |
| Compagnie Lombard Odier SCmA 0.51% of their portfolio | 899.5k $38.8m | Added +50.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% of their portfolio | 896.2k $38.6m | Reduced -359.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 886.4k $38.2m | Reduced -100.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 867.6k $37.4m | Added +507.4k |
| National Pension Service 0.03% of their portfolio | 849.5k $36.7m | Added +6.4k |
| Evelyn Partners Investment Management LLP 1.03% of their portfolio | 778.7k $33.6m | Reduced -49.9k |
| Liontrust Investment Partners LLP 0.45% of their portfolio | 736.3k $31.7m | New |
| Retirement Systems of Alabama 0.11% of their portfolio | 728.2k $31.4m | Reduced -10.9k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 727.7k $31.4m | Added +713.6k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 720.1k $31.0m | Added +177.2k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 665.2k $28.7m | Added +349.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 627.0k $27.1m | Added +4.3k |
| GROUPAMA ASSET MANAGMENT 0.32% of their portfolio | 608.4k $19.3m | Added +80.8k |
| Man Group plc 0.06% of their portfolio | 607.4k $26.2m | Added +278.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 588.2k $25.4m | Reduced -381.8k |
| Foresight Group Ltd Liability Partnership 3.49% of their portfolio | 570.8k $24.6m | Reduced -6.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 568.6k $24.5m | Added +49.4k |
| SALEM INVESTMENT COUNSELORS INC 0.77% of their portfolio | 562.0k $24.3m | Reduced -24.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 559.7k $24.2m | Reduced -30.1k |
| Savant Capital, LLC 0.17% of their portfolio | 539.4k $23.3m | Reduced -230.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 520.4k $22.5m | Added +34.1k |
| Cullen Capital Management, LLC 0.25% of their portfolio | 514.1k $22.2m | Reduced -337.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 502.7k $21.7m | Added +188.5k |
| Walleye Capital LLC 0.20% of their portfolio | 495.9k $21.4m | Reduced -19.8k |
| SYCOMORE ASSET MANAGEMENT 2.79% of their portfolio | 488.7k $18.0m | Unchanged |
| RIT CAPITAL PARTNERS PLC 2.77% of their portfolio | 460.0k $19.8m | Reduced -264.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 454.2k $19.6m | Added +3.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 442.1k $19.1m | Added +5.3k |
| ABN AMRO Bank N.V. 0.24% of their portfolio | 433.0k $18.8m | Added +22.5k |
| Tredje AP-fonden 0.14% of their portfolio | 409.5k $17.7m | Reduced -10.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 407.5k $17.6m | Reduced -111.2k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 401.3k $17.3m | Reduced -108.9k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 393.7k $17.0m | Added +32.3k |
| Lombard Odier Asset Management (Europe) Ltd 1.22% of their portfolio | 393.2k $17.0m | Added +29.6k |
| Schonfeld Strategic Advisors LLC 0.13% of their portfolio | 386.5k $16.7m | New |
| J. Goldman & Co LP 0.50% of their portfolio | 368.9k $15.9m | Reduced -93.5k |
| BANQUE PICTET & CIE SA 0.16% of their portfolio | 355.6k $15.3m | Added +106.0k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 353.9k $15.3m | Added +24.9k |
| Arnhold LLC 1.39% of their portfolio | 353.1k $15.2m | Reduced -20.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.04% of their portfolio | 338.0k $14.6m | Reduced -121.1k |
| Access Investment Management LLC 4.00% of their portfolio | 325.5k $14.0m | First filing |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 322.9k $13.9m | Added +117 |
| AE Wealth Management LLC 0.10% of their portfolio | 317.1k $13.7m | New |
| CIBC WORLD MARKETS CORP 0.09% of their portfolio | 311.4k $13.4m | Added +250.6k |
| Boston Common Asset Management, LLC 0.36% of their portfolio | 300.1k $13.0m | Reduced -92.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 298.5k $12.9m | Reduced -33.0k |