Loading...
Loading...
Of the 14 tracked institutions holding SW, 7 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 14 tracked institutional investors we monitor, SW (SMURFIT WESTROCK PLC) is held with a combined value of $8.57B across 195,408,305 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.36B (0.03% of their portfolio). 2 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$8.57B
Total Shares Held
195,408,305
Institutional Holders
14
% of Shares Outstanding
37.3%
of 524.52M shares · SEC 2026-07-24
Days to Cover
4.9-16.7%
21.01M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 37.3% of SW's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-24), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $2.36B | 0.03% | -0.9% |
| 2 | BlackRock, Inc. | $2.10B | 0.03% | +1.5% |
| 3 | Capital Research Global Investors | $1.97B | 0.28% | +9.4% |
| 4 | STATE STREET CORP | $1.30B | 0.04% | +11.1% |
| 5 | FMR LLC | $346.93M | 0.02% | -25.7% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $127.37M | 0.04% | -44.4% |
| 7 | CITADEL ADVISORS LLC | $93.34M | 0.05% | +306.2% |
| 8 | SOROS FUND MANAGEMENT LLC | $69.98M | 0.92% | -40.0% |
| 9 | MILLENNIUM MANAGEMENT LLC | $60.48M | 0.04% | New |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $60.09M | 0.01% | +15.6% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Buy | Nov 18, 2025 |
| Julie Johnson | Sell | Apr 1, 2025 |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SW with a position worth $2.36B, representing 0.03% of their portfolio. In total, 14 institutional investors hold SW with a combined value of $8.57B.
In the most recent quarter, 2 funds opened a new position in SW. Additionally, 6 increased their holdings and 6 reduced their positions.
Institutional investors hold $8.57B worth of SW stock across 14 positions. The largest institutional holder is VANGUARD GROUP INC with $2.36B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SW, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SW positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-08-07 |
SEC Schedule 13D (activist) and 13G (passive) filings for SW. Filed when an investor acquires 5%+ ownership.
Last Close
$42.20
2026-09-09
YTD
+6.6%
49% of 52-week range
