SW Smurfit Westrock plc
Smurfit Westrock plc (SW) Institutional Ownership
What the institutions did with SW last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Trinity Street Asset Management LLP | 5.9M | 13.4% |
| DIMENSIONAL FUND ADVISORS LP | 5.6M | 12.7% |
| DekaBank Deutsche Girozentrale | 3.9M | 8.9% |
| Artemis Investment Management LLP | 3.2M | 7.3% |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 1.5M | 3.4% |
| Polaris Capital Management, LLC | 1.5M | 3.4% |
| Vontobel Holding Ltd. | 1.4M | 3.2% |
| Pictet Asset Management Holding SA | 1.4M | 3.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.3M | 3.1% |
| Sumitomo Mitsui Trust Group, Inc. | 1.2M | 2.7% |
| MACKENZIE FINANCIAL CORP | 1.1M | 2.5% |
| Oslo Pensjonsforsikring AS | 838.0K | 1.9% |
| CITIGROUP INC | 783.7K | 1.8% |
| PATTEN & PATTEN INC/TN | 772.9K | 1.8% |
| KBC Group NV | 739.8K | 1.7% |
| ALPS ADVISORS INC | 686.9K | 1.6% |
| PRINCIPAL FINANCIAL GROUP INC | 640.0K | 1.5% |
| Compagnie Lombard Odier SCmA | 591.0K | 1.3% |
| SALEM INVESTMENT COUNSELORS INC | 562.0K | 1.3% |
| SYCOMORE ASSET MANAGEMENT | 488.7K | 1.1% |
| Arnhold LLC | 457.9K | 1.0% |
| Lazard Freres Gestion S.A.S. | 445.2K | 1.0% |
| CAMBIAR INVESTORS LLC | 441.3K | 1.0% |
| Premier Fund Managers Ltd | 411.2K | 0.9% |
| BRAUN STACEY ASSOCIATES INC | 343.2K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | New | 0 | 3.9M | +3.9M |
| Artemis Investment Management LLP | Increased | 392.3K | 3.2M | +2.8M |
| HUDSON EDGE INVESTMENT PARTNERS INC. | New | 0 | 1.5M | +1.5M |
| CITIGROUP INC | Reduced | 1.7M | 783.7K | -942.2K |
| Trinity Street Asset Management LLP | Increased | 5.3M | 5.9M | +625.4K |
| Exane Asset Management | Reduced | 558.7K | 178.5K | -380.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 5.2M | 5.6M | +372.7K |
| BANQUE PICTET & CIE SA | Reduced | 268.9K | 81.2K | -187.7K |
| Lazard Freres Gestion S.A.S. | Reduced | 608.9K | 445.2K | -163.7K |
| MACKENZIE FINANCIAL CORP | Increased | 930.6K | 1.1M | +161.7K |
| Polaris Capital Management, LLC | Reduced | 1.6M | 1.5M | -145.6K |
| Swiss Life Asset Management Ltd | New | 0 | 134.6K | +134.6K |
| KBC Group NV | Reduced | 857.2K | 739.8K | -117.4K |
| Creative Planning | Increased | 30.1K | 137.0K | +106.9K |
| Howard Capital Management, LLC | Increased | 40.0K | 139.5K | +99.5K |
| BRAUN STACEY ASSOCIATES INC | Increased | 278.0K | 343.2K | +65.2K |
| Premier Fund Managers Ltd | Reduced | 476.0K | 411.2K | -64.8K |
| Bank Pictet & Cie (Europe) AG | Sold Out | 64.0K | 0 | -64.0K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 703.0K | 640.0K | -62.9K |
| HOHIMER WEALTH MANAGEMENT, LLC | New | 0 | 62.9K | +62.9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 1.3M | 1.3M | +58.7K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 57.3K | 0 | -57.3K |
| Sumitomo Mitsui Trust Group, Inc. | Increased | 1.1M | 1.2M | +54.5K |
| Huntleigh Advisors, Inc. | New | 0 | 52.8K | +52.8K |
| Fideuram Asset Management (Ireland) dac | Increased | 19.2K | 70.2K | +51.0K |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | Reduced | 81.7K | 34.0K | -47.7K |
| Vontobel Holding Ltd. | Increased | 1.3M | 1.4M | +46.4K |
| ALPS ADVISORS INC | Increased | 651.2K | 686.9K | +35.7K |
| TRUIST FINANCIAL CORP | Increased | 17.0K | 51.7K | +34.7K |
| GAM Holding AG | Reduced | 206.6K | 176.3K | -30.3K |
| Marathon Asset Management Ltd | Reduced | 322.3K | 294.7K | -27.6K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 46.8K | 20.1K | -26.7K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Reduced | 108.1K | 82.2K | -25.9K |
| Assenagon Asset Management S.A. | Reduced | 50.4K | 24.7K | -25.8K |
| Pictet Asset Management Holding SA | Reduced | 1.4M | 1.4M | -25.0K |
| CAMBIAR INVESTORS LLC | Reduced | 463.2K | 441.3K | -21.9K |
| LEVIN CAPITAL STRATEGIES, L.P. | Reduced | 30.0K | 9.0K | -21.0K |
| Trium Capital LLP | Sold Out | 19.5K | 0 | -19.5K |
| WOLVERINE ASSET MANAGEMENT LLC | Sold Out | 19.0K | 0 | -19.0K |
| GATEWAY INVESTMENT ADVISERS LLC | Increased | 144.6K | 163.3K | +18.7K |
| OmniStar Financial Group, Inc. | New | 0 | 18.1K | +18.1K |
| ELEVATION POINT WEALTH PARTNERS, LLC | Reduced | 30.6K | 12.6K | -18.0K |
| Raiffeisen Bank International AG | Reduced | 18.3K | 417 | -17.9K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 117.9K | 135.3K | +17.3K |
| Diversify Advisory Services, LLC | New | 0 | 17.0K | +17.0K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | New | 0 | 17.0K | +17.0K |
| SAX WEALTH ADVISORS, LLC | New | 0 | 16.4K | +16.4K |
| Counterpoint Mutual Funds LLC | New | 0 | 15.6K | +15.6K |
| Compagnie Lombard Odier SCmA | Reduced | 606.0K | 591.0K | -15.0K |
| Fifth Third Wealth Advisors LLC | New | 0 | 14.8K | +14.8K |
| HUB Investment Partners, LLC | New | 0 | 14.4K | +14.4K |
| Swedbank AB | Reduced | 44.3K | 30.0K | -14.3K |
| IFM Investors Pty Ltd | Increased | 108.1K | 122.3K | +14.2K |
| Atria Investments, Inc | Increased | 36.9K | 49.2K | +12.3K |
| NEOS Investment Management LLC | Increased | 84.7K | 95.9K | +11.2K |
| Farther Finance Advisors, LLC | Reduced | 16.9K | 5.8K | -11.1K |
| AlphaStar Capital Management, LLC | Sold Out | 9.1K | 0 | -9.1K |
| Robeco Institutional Asset Management B.V. | Increased | 25.6K | 34.6K | +9.0K |
| Lido Advisors, LLC | New | 0 | 8.9K | +8.9K |
| SWS Partners | Reduced | 67.9K | 59.1K | -8.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.