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 ($12.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.80. Options: 9 managers hold calls ($22.2m notional), 11 hold puts ($11.9m).
Trends to Q1 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 |
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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $16.8m | $6.4m | 0.38 |
| Q3 2025 | $36.2m | $4.9m | 0.13 |
| Q4 2025 | $19.8m | $7.3m | 0.37 |
| Q1 2026 | $22.2m | $11.9m | 0.54 |
Biggest buyers
| Capital World Investors | New | +12.5m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +9.9m |
| FRANKLIN RESOURCES INC | Added | +6.1m |
| CANADA PENSION PLAN INVESTMENT BOARD | New | +3.8m |
| GOLDMAN SACHS GROUP INC | Added | +2.9m |
| Capital Research Global Investors | Added | +2.8m |
| Nuveen, LLC | Added | +2.3m |
| LANSDOWNE PARTNERS (UK) LLP | Added | +1.6m |
| Sound Shore Management Inc /CT/ | New | +1.5m |
| JPMORGAN CHASE & CO | Added | +1.2m |
Biggest sellers
| FIL Ltd | Reduced | -6.9m |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Reduced | -3.6m |
| MARSHALL WACE, LLP | Reduced | -3.1m |
| CITADEL ADVISORS LLC | Reduced | -2.2m |
| Ruffer LLP | Reduced | -1.7m |
| BARCLAYS PLC | Reduced | -1.6m |
| Pictet Asset Management Holding SA | Reduced | -1.6m |
| FMR LLC | Reduced | -1.0m |
| DEUTSCHE BANK AG\ | Reduced | -723.5k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -680.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.3m208.9k shares |
| CITADEL ADVISORS LLC | Reduced | $2.6m65.4k shares |
| Walleye Capital LLC | Added | $2.3m58.6k shares |
| JANE STREET GROUP, LLC | Added | $1.8m45.6k shares |
| GROUP ONE TRADING LLC | Reduced | $1.6m41.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.5m38.4k shares |
| Walleye Trading LLC | Reduced | $1.4m35.3k shares |
| D. E. Shaw & Co., Inc. | New | $1.3m33.0k shares |
| IMC-Chicago, LLC | Added | $1.2m29.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $3.0m74.9k shares |
| UBS Group AG | New | $2.4m60.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.3m57.1k shares |
| JANE STREET GROUP, LLC | Added | $1.2m29.7k shares |
| IMC-Chicago, LLC | Added | $908.6k22.8k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $573.8k14.4k shares |
| GROUP ONE TRADING LLC | Added | $510.1k12.8k shares |
| Walleye Capital LLC | Reduced | $382.6k9.6k shares |
| Walleye Trading LLC | Reduced | $366.6k9.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $263.0k6.6k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 0 | — | 3 | $3.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-19 | SMURFIT ANTHONY P J President and Group CEO, director | Sold | $2.1m40.0k shares |
| 2026-02-19 | Bowles Ken Executive VP and Group CFO, director | Sold | $512.6k10.0k shares |
| 2026-02-18 | Sellier Laurent Officer | Sold | $781.9k15.6k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 44.8m $1.8bn | Added +566.3k |
| Capital Research Global Investors 0.24% of their portfolio | 39.0m $1.6bn | Added +2.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 34.0m $1.4bn | First filing |
| STATE STREET CORP 0.03% of their portfolio | 25.3m $1.0bn | Added +606.7k |
| Nuveen, LLC 0.27% of their portfolio | 24.6m $979.9m | Added +2.3m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 24.3m $969.0m | First filing |
| CAUSEWAY CAPITAL MANAGEMENT LLC 7.61% of their portfolio | 15.6m $620.3m | Reduced -3.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 14.3m $566.4m | Added +469.5k |
| Orbis Allan Gray Ltd 2.32% of their portfolio | 13.8m $548.9m | Reduced -181.8k |
| FRANKLIN RESOURCES INC 0.13% of their portfolio | 12.9m $515.7m | Added +6.1m |
| Capital World Investors 0.07% of their portfolio | 12.5m $497.0m | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.39% of their portfolio | 10.7m $425.2m | Added +9.9m |
| Invesco Ltd. 0.04% of their portfolio | 10.6m $424.2m | Added +1.1m |
| FMR LLC 0.02% of their portfolio | 10.1m $402.2m | Reduced -1.0m |
| Bank of New York Mellon Corp 0.06% of their portfolio | 8.8m $351.6m | Reduced -231.0k |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 8.6m $342.5m | Reduced -79.6k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 6.5m $260.2m | Reduced -723.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.22% of their portfolio | 6.0m $234.9m | Added +567.6k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 6.0m $238.1m | Added +2.9m |
| MORGAN STANLEY 0.01% of their portfolio | 6.0m $237.9m | Added +723.5k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 5.5m $217.6m | Added +318.3k |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 5.0m $198.2m | Reduced -680.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 4.8m $193.1m | Added +160.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 4.7m $187.5m | Reduced -75.9k |
| Legal & General Group Plc 0.04% of their portfolio | 4.5m $177.9m | Reduced -103.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.4m $168.7m | Added +1.2m |
| UBS Group AG 0.03% of their portfolio | 4.0m $159.5m | Added +382.7k |
| Amundi 0.04% of their portfolio | 4.0m $158.0m | Reduced -190.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.10% of their portfolio | 3.8m $149.7m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.5m $141.0m | Added +203.7k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 2.9m $117.2m | First filing |
| Ruffer LLP 4.56% of their portfolio | 2.8m $111.3m | Reduced -1.7m |
| SOROS FUND MANAGEMENT LLC 1.38% of their portfolio | 2.5m $100.4m | Added +118.1k |
| THOMPSON SIEGEL & WALMSLEY LLC 1.72% of their portfolio | 2.4m $97.4m | Reduced -108.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 2.4m $96.3m | Reduced -172.5k |
| CITIGROUP INC 0.05% of their portfolio | 2.0m $77.9m | Added +215.5k |
| Alberta Investment Management Corp 0.48% of their portfolio | 1.9m $77.5m | Added +548.6k |
| LANSDOWNE PARTNERS (UK) LLP 3.99% of their portfolio | 1.9m $74.5m | Added +1.6m |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.9m $72.2m | Reduced -333.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.8m $72.5m | Added +88.3k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 1.8m $69.8m | Added +406.9k |
| BARCLAYS PLC 0.02% of their portfolio | 1.6m $64.2m | Reduced -1.6m |
| Swiss National Bank 0.04% of their portfolio | 1.5m $61.1m | Added +101.5k |
| Sound Shore Management Inc /CT/ 2.02% of their portfolio | 1.5m $60.1m | New |
| SEI INVESTMENTS CO 0.06% of their portfolio | 1.5m $59.7m | Reduced -310.2k |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 1.4m $56.6m | Reduced -1.6m |
| Polaris Capital Management, LLC 4.46% of their portfolio | 1.4m $54.5m | Reduced -81.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 1.3m $51.8m | Added +85.2k |
| Cullen Capital Management, LLC 0.51% of their portfolio | 1.2m $49.6m | Added +321.5k |
| Vontobel Holding Ltd. 0.17% of their portfolio | 1.2m $48.7m | Reduced -46.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 1.2m $48.5m | Added +38.9k |
| AVIVA PLC 0.08% of their portfolio | 1.2m $47.8m | Added +14.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 1.2m $47.0m | Added +39.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 1.2m $46.7m | Added +51.0k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 1.2m $46.3m | First filing |
| FIL Ltd 0.04% of their portfolio | 1.2m $46.2m | Reduced -6.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.1m $44.8m | Added +74.7k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 1.1m $44.1m | New |
| Verbena Value LP 7.02% of their portfolio | 1.1m $42.9m | Added +431.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.04% of their portfolio | 1.0m $41.1m | First filing |
| Capital International Investors 0.01% of their portfolio | 947.3k $37.8m | Added +559.6k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 930.8k $37.1m | Reduced -20.0k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 921.9k $36.7m | Reduced -97.4k |
| KBC Group NV 0.09% of their portfolio | 875.0k $34.9m | Added +440.3k |
| California Public Employees Retirement System 0.02% of their portfolio | 847.4k $33.8m | Reduced -23.4k |
| Oslo Pensjonsforsikring AS 5.20% of their portfolio | 837.8k $33.4m | First filing |
| Exane Asset Management 7.85% of their portfolio | 836.6k $38.4m | Added +271.7k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 774.2k $30.9m | Added +156.7k |
| PATTEN & PATTEN INC/TN 1.86% of their portfolio | 774.2k $30.9m | Reduced -1.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 730.1k $29.1m | Added +344.1k |
| Man Group plc 0.06% of their portfolio | 724.8k $28.9m | Added +226.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 704.7k $28.1m | Added +27.5k |
| Gotham Asset Management, LLC 0.09% of their portfolio | 699.9k $27.9m | Added +43.4k |
| ExodusPoint Capital Management, LP 0.27% of their portfolio | 676.3k $27.0m | Added +663.6k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 1.73% of their portfolio | 675.9k $26.9m | Reduced -509.4k |
| MACKENZIE FINANCIAL CORP 0.03% of their portfolio | 670.1k $26.4m | Added +214.1k |
| ALPS ADVISORS INC 0.12% of their portfolio | 662.7k $26.4m | Reduced -11.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 635.6k $25.3m | Added +141.7k |
| Compagnie Lombard Odier SCmA 0.30% of their portfolio | 621.0k $24.7m | Reduced -55.3k |
| BROWN ADVISORY INC 0.04% of their portfolio | 619.4k $24.7m | Added +89.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 603.4k $24.0m | Reduced -31.5k |
| Evelyn Partners Investment Management LLP 0.65% of their portfolio | 603.4k $24.0m | Reduced -87.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% of their portfolio | 584.0k $22.9m | Reduced -393.4k |
| SALEM INVESTMENT COUNSELORS INC 0.67% of their portfolio | 570.6k $22.7m | Added +16.5k |
| GROUPAMA ASSET MANAGMENT 0.25% of their portfolio | 564.9k $16.8m | Reduced -19.0k |
| SG Americas Securities, LLC 0.02% of their portfolio | 555.3k $22.1m | Added +402.9k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 551.1k $22.0m | Added +369.4k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.08% of their portfolio | 496.9k $19.8m | Added +425.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 496.7k $19.8m | Reduced -2.2m |
| SYCOMORE ASSET MANAGEMENT 2.51% of their portfolio | 488.7k $18.0m | Unchanged |
| Eurizon Capital SGR S.p.A. 0.06% of their portfolio | 486.4k $19.3m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 479.5k $19.1m | Added +44.1k |
| Savant Capital, LLC 0.09% of their portfolio | 468.0k $18.6m | Added +581 |
| Arnhold LLC 1.34% of their portfolio | 462.4k $18.3m | Unchanged |
| Holowesko Partners Ltd. 5.13% of their portfolio | 459.2k $18.3m | Added +11.7k |
| Redwood Grove Capital, LLC 5.78% of their portfolio | 449.6k $17.9m | Added +38.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 431.9k $17.2m | Reduced -4.2k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.04% of their portfolio | 419.5k $16.7m | Added +180.8k |
| CAMBIAR INVESTORS LLC 0.75% of their portfolio | 408.3k $16.3m | Added +5.9k |
| Zurich Insurance Group Ltd/FI 0.12% of their portfolio | 400.2k $15.7m | Reduced -266.6k |