SMURFIT WESTROCK PLC SW
SHS · Common Stock · CUSIP G8267P108
- SectorMaterials
- IndustryPaperboard Containers & Boxes
- 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 ($20.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.67. Options: 10 managers hold calls ($19.8m notional), 9 hold puts ($7.3m).
Trends to Q4 2025
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 |
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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $14.8m | $2.6m | 0.18 |
| Q2 2025 | $16.8m | $6.4m | 0.38 |
| Q3 2025 | $36.2m | $4.9m | 0.13 |
| Q4 2025 | $19.8m | $7.3m | 0.37 |
Biggest buyers
| CAUSEWAY CAPITAL MANAGEMENT LLC | Added | +11.6m |
| Capital Research Global Investors | Added | +8.6m |
| AQR CAPITAL MANAGEMENT LLC | Added | +5.7m |
| Ruffer LLP | Added | +3.7m |
| CITADEL ADVISORS LLC | Added | +1.8m |
| DEUTSCHE BANK AG\ | Added | +1.6m |
| Brandywine Global Investment Management, LLC | New | +1.4m |
| Alberta Investment Management Corp | New | +1.4m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.3m |
| AMERIPRISE FINANCIAL INC | Added | +1.1m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -9.3m |
| UBS Group AG | Reduced | -7.6m |
| SOROS FUND MANAGEMENT LLC | Reduced | -5.3m |
| Orbis Allan Gray Ltd | Reduced | -5.0m |
| FRANKLIN RESOURCES INC | Reduced | -4.5m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -3.1m |
| JANUS HENDERSON GROUP PLC | Reduced | -2.7m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.6m |
| BARCLAYS PLC | Reduced | -2.1m |
| Pictet Asset Management Holding SA | Reduced | -2.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.8m123.8k shares |
| CITADEL ADVISORS LLC | Reduced | $3.2m82.8k shares |
| SIMPLEX TRADING, LLC | Added | $2.8m71.2k shares |
| GROUP ONE TRADING LLC | Added | $2.3m59.7k shares |
| Walleye Capital LLC | Added | $2.2m57.5k shares |
| JANE STREET GROUP, LLC | Added | $1.7m44.0k shares |
| Walleye Trading LLC | Added | $1.4m35.7k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $703.8k18.2k shares |
| IMC-Chicago, LLC | Reduced | $495.0k12.8k shares |
| TUDOR INVESTMENT CORP ET AL | New | $216.6k5.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $2.1m53.5k shares |
| SIMPLEX TRADING, LLC | Added | $1.7m44.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.2m31.6k shares |
| Walleye Trading LLC | Added | $754.1k19.5k shares |
| IMC-Chicago, LLC | New | $653.5k16.9k shares |
| Walleye Capital LLC | Reduced | $382.8k9.9k shares |
| JANE STREET GROUP, LLC | New | $313.2k8.1k shares |
| GROUP ONE TRADING LLC | Reduced | $158.5k4.1k shares |
| MARINER INVESTMENT GROUP LLC | New | $40.0k50.0k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 60.9m $2.4bn | Reduced -532.3k |
| BlackRock, Inc. 0.03% of their portfolio | 44.2m $1.7bn | Added +694.2k |
| Capital Research Global Investors 0.26% of their portfolio | 36.1m $1.4bn | Added +8.6m |
| STATE STREET CORP 0.03% of their portfolio | 24.7m $953.3m | Added +845.2k |
| Nuveen, LLC 0.23% of their portfolio | 22.3m $861.3m | Reduced -1.3m |
| CAUSEWAY CAPITAL MANAGEMENT LLC 10.18% of their portfolio | 19.1m $739.9m | Added +11.6m |
| Orbis Allan Gray Ltd 2.26% of their portfolio | 14.0m $539.7m | Reduced -5.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 13.8m $531.5m | Added +155.8k |
| NORGES BANK 0.05% of their portfolio | 12.8m $495.3m | Not comparable |
| FMR LLC 0.02% of their portfolio | 11.1m $430.4m | Reduced -1.1m |
| Invesco Ltd. 0.03% of their portfolio | 9.5m $369.0m | Reduced -540.5k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 9.1m $350.1m | Added +360.1k |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 8.7m $335.4m | Added +1.1m |
| FIL Ltd 0.23% of their portfolio | 8.1m $313.5m | Reduced -425.8k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 7.3m $280.5m | Added +1.6m |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 6.8m $263.9m | Reduced -4.5m |
| AQR CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 5.7m $221.4m | Added +5.7m |
| NORDEA INVESTMENT MANAGEMENT AB 0.18% of their portfolio | 5.5m $211.4m | Reduced -324.1k |
| MORGAN STANLEY 0.01% of their portfolio | 5.2m $202.9m | Added +50.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 5.1m $198.8m | Reduced -936.0k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 4.8m $184.9m | Added +440.5k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 4.7m $181.3m | Added +273.2k |
| Legal & General Group Plc 0.04% of their portfolio | 4.6m $177.4m | Added +471.4k |
| Ruffer LLP 7.94% of their portfolio | 4.5m $174.4m | Added +3.7m |
| Amundi 0.04% of their portfolio | 4.2m $160.7m | Added +16.9k |
| UBS Group AG 0.03% of their portfolio | 3.6m $140.0m | Reduced -7.6m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.3m $129.0m | Added +157.8k |
| MARSHALL WACE, LLP 0.12% of their portfolio | 3.3m $126.6m | Reduced -1.6m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.2m $124.5m | Reduced -9.3m |
| BARCLAYS PLC 0.05% of their portfolio | 3.2m $123.8m | Reduced -2.1m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 3.1m $119.4m | Reduced -550.2k |
| Pictet Asset Management Holding SA 0.11% of their portfolio | 3.0m $115.2m | Reduced -2.0m |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 2.7m $104.7m | Added +1.8m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 2.6m $99.0m | Added +1.3m |
| THOMPSON SIEGEL & WALMSLEY LLC 1.66% of their portfolio | 2.6m $98.8m | Added +104.2k |
| SOROS FUND MANAGEMENT LLC 1.25% of their portfolio | 2.4m $92.9m | Reduced -5.3m |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 2.2m $85.1m | Reduced -3.1m |
| Incentive AS 100.00% of their portfolio | 1.8m $71.3m | Reduced -178.9k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 1.8m $69.9m | Added +1.1m |
| CITIGROUP INC 0.05% of their portfolio | 1.7m $67.3m | Reduced -777.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.7m $67.0m | Added +713.7k |
| Polaris Capital Management, LLC 4.64% of their portfolio | 1.4m $56.0m | Reduced -295.0k |
| Swiss National Bank 0.03% of their portfolio | 1.4m $55.3m | Reduced -73.7k |
| Brandywine Global Investment Management, LLC 0.36% of their portfolio | 1.4m $53.7m | New |
| Alberta Investment Management Corp 0.32% of their portfolio | 1.4m $54.0m | New |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 1.3m $52.0m | Added +612.6k |
| Vontobel Holding Ltd. 0.16% of their portfolio | 1.3m $49.1m | Added +27.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 1.2m $47.0m | Added +29.5k |
| AVIVA PLC 0.08% of their portfolio | 1.2m $46.3m | Added +21.2k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 3.19% of their portfolio | 1.2m $45.8m | Added +25.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 1.2m $45.6m | Added +204.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 1.1m $44.1m | Reduced -68.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 1.1m $44.4m | Added +74.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.0m $40.6m | Added +2.8k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 1.0m $39.4m | Added +785.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% of their portfolio | 977.4k $37.8m | Added +6.8k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 950.8k $36.8m | Added +8.5k |
| Cullen Capital Management, LLC 0.39% of their portfolio | 924.4k $35.7m | Reduced -228.9k |
| California Public Employees Retirement System 0.02% of their portfolio | 870.8k $33.7m | Added +14.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% of their portfolio | 787.7k $30.5m | Reduced -1.0m |
| PATTEN & PATTEN INC/TN 1.76% of their portfolio | 775.7k $30.0m | Reduced -170.5k |
| Evelyn Partners Investment Management LLP 0.74% of their portfolio | 691.0k $26.7m | Reduced -53.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 677.1k $26.2m | Added +47.1k |
| Compagnie Lombard Odier SCmA 0.28% of their portfolio | 676.2k $26.1m | Reduced -81.7k |
| ALPS ADVISORS INC 0.15% of their portfolio | 674.5k $26.1m | New |
| Zurich Insurance Group Ltd/FI 0.18% of their portfolio | 666.8k $25.8m | Reduced -113.4k |
| Gotham Asset Management, LLC 0.09% of their portfolio | 656.5k $25.4m | Added +342.4k |
| Verbena Value LP 4.29% of their portfolio | 644.6k $24.9m | First filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 634.9k $24.6m | Added +7.0k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 617.4k $23.9m | Added +608.8k |
| GROUPAMA ASSET MANAGMENT 0.25% of their portfolio | 583.9k $16.8m | Reduced -60.1k |
| Exane Asset Management 5.40% of their portfolio | 564.9k $25.7m | Added +219.5k |
| SALEM INVESTMENT COUNSELORS INC 0.61% of their portfolio | 554.1k $21.4m | Reduced -7.0k |
| BROWN ADVISORY INC 0.03% of their portfolio | 529.6k $20.5m | Added +112.2k |
| Weiss Asset Management LP 0.29% of their portfolio | 526.7k $20.4m | Not comparable |
| Foresight Group Ltd Liability Partnership 2.96% of their portfolio | 507.4k $19.7m | Added +4.8k |
| Man Group plc 0.04% of their portfolio | 498.2k $19.3m | Reduced -475.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 493.9k $19.1m | Added +88.3k |
| SYCOMORE ASSET MANAGEMENT 2.98% of their portfolio | 488.7k $18.0m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 471.4k $18.2m | Reduced -3.9k |
| Savant Capital, LLC 0.10% of their portfolio | 467.4k $18.1m | Reduced -71.7k |
| Arnhold LLC 1.36% of their portfolio | 462.4k $17.9m | Added +109.2k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 456.0k $17.7m | Reduced -461.9k |
| Holowesko Partners Ltd. 6.02% of their portfolio | 447.5k $17.3m | Added +210.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 436.1k $16.9m | Added +1.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 435.4k $16.8m | Reduced -68.0k |
| KBC Group NV 0.04% of their portfolio | 434.8k $16.8m | Added +215.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.03% of their portfolio | 425.7k $16.5m | Added +190.0k |
| Redwood Grove Capital, LLC 4.54% of their portfolio | 411.6k $15.9m | Added +150.0k |
| CAMBIAR INVESTORS LLC 0.70% of their portfolio | 402.4k $15.6m | New |
| Rubric Capital Management LP 0.18% of their portfolio | 400.0k $15.5m | New |
| MOORE CAPITAL MANAGEMENT, LP 0.31% of their portfolio | 393.8k $15.2m | Reduced -343.5k |
| South Dakota Investment Council 0.29% of their portfolio | 390.8k $15.1m | Added +312.5k |
| Capital International Investors 0.00% of their portfolio | 387.8k $15.0m | Reduced -777 |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 386.0k $14.9m | Reduced -482.1k |
| Lombard Odier Asset Management (Europe) Ltd 0.75% of their portfolio | 384.4k $14.9m | Reduced -86.5k |
| Ninety One UK Ltd 0.03% of their portfolio | 376.7k $14.5m | Unchanged |
| AE Wealth Management LLC 0.08% of their portfolio | 369.7k $14.3m | Added +30.8k |
| ING GROEP NV 0.09% of their portfolio | 366.4k $14.2m | New |
| BANQUE PICTET & CIE SA 0.14% of their portfolio | 349.4k $13.5m | Reduced -28.7k |