Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 44.8M | $1.79B | +1.3% | 8.546% | 0.03% |
| 2 | Capital Research Global Investors | 39.0M | $1.55B | +7.9% | 7.434% | 0.24% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 34.0M | $1.35B | β | 6.478% | 0.03% |
| 4 | STATE STREET CORP | 25.3M | $1.01B | +2.5% | 4.818% | 0.03% |
| 5 | Nuveen, LLC | 24.6M | $979.9M | +10.4% | 4.691% | 0.27% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 24.3M | $969.0M | β | 4.638% | 0.05% |
| 7 | CAUSEWAY CAPITAL MANAGEMENT LLC | 15.6M | $620.3M | -18.6% | 2.969% | 7.61% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 14.3M | $566.4M | +3.4% | 2.721% | 0.04% |
| 9 | Orbis Allan Gray Ltd | 13.8M | $548.9M | -1.3% | 2.628% | 2.32% |
| 10 | FRANKLIN RESOURCES INC | 12.9M | $515.7M | +89.1% | 2.467% | 0.13% |
| 11 | Capital World Investors | 12.5M | $497.0M | β | 2.379% | 0.07% |
| 12 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | 10.7M | $425.2M | +1255.6% | 2.037% | 0.42% |
| 13 | Invesco Ltd. | 10.6M | $424.2M | +11.6% | 2.031% | 0.06% |
| 14 | FMR LLC | 10.1M | $402.2M | -9.3% | 1.925% | 0.02% |
| 15 | Bank of New York Mellon Corp | 8.8M | $351.6M | -2.5% | 1.683% | 0.06% |
| 16 | AMERIPRISE FINANCIAL INC | 8.6M | $342.5M | -0.9% | 1.639% | 0.08% |
| 17 | DEUTSCHE BANK AG\ | 6.5M | $260.2M | -10.0% | 1.246% | 0.09% |
| 18 | GOLDMAN SACHS GROUP INC | 6.0M | $238.1M | +93.6% | 1.140% | 0.03% |
| 19 | MORGAN STANLEY | 6.0M | $237.9M | +13.8% | 1.139% | 0.01% |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | 6.0M | $234.9M | +10.4% | 1.148% | 0.22% |
| 21 | BANK OF AMERICA CORP /DE/ | 5.5M | $217.6M | +6.2% | 1.042% | 0.02% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 5.0M | $198.2M | -11.9% | 0.962% | 0.09% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 4.8M | $193.1M | +3.4% | 0.925% | 0.04% |
| 24 | NORTHERN TRUST CORP | 4.7M | $187.5M | -1.6% | 0.898% | 0.02% |
| 25 | Legal & General Group Plc | 4.5M | $177.9M | -2.3% | 0.855% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SW β a direct measure of their conviction.
Filings activity in SW during Q1 2026, grouped by how each filer changed its position.
7 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 596 | +2.2% | 81.23% | +4.51 pp | $18.45B | +5.9% |
| Q4 2025 | 583 | +0.9% | 76.72% | 6.71 pp | $17.42B | 8.0% |
| Q3 2025 | 578 | +3.2% | 83.43% | +0.14 pp | $18.95B | +0.2% |
| Q2 2025 | 560 | 1.8% | 83.29% | +3.38 pp | $18.92B | +4.2% |
| Q1 2025 | 570 | 1.4% | 79.91% | 20.32 pp | $18.15B | 20% |
| Q4 2024 | 578 | +18% | 100.23% | +5.48 pp | $22.76B | +5.8% |
| Q3 2024 | 489 | β | 94.75% | β | $21.52B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SW stock.
Based on Q1 2026 13F filings, institutional ownership of Smurfit Westrock Plc stands at 81.2%, held across 596 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SW, with approximately 44,804,829 shares worth $1.79B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SW.
Our composite Smart Money Score for SW is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
105 institutions opened new positions in SW during Q1 2026, while 92 fully exited. 364 added to existing positions and 125 trimmed.
SW institutional ownership rose by 4.51 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 53.7% of all reported 13F value in SW, and the top 25 account for 77.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Smurfit Westrock Plc (SW) Institutional Ownership