Smurfit Westrock plc 13F holders
646 funds reported a position in Smurfit Westrock plc in their 13F for the quarter ended 30 June 2026, together 503.4 million shares worth $23.22 billion. Against the quarter before, 82 opened a position, 266 added, 193 trimmed and 70 sold out; together they bought a net 15.3 million shares. The largest holders: BlackRock, Inc., Capital Research Global Investors and Vanguard Capital Management LLC.
Funds holding646+26 on Q1 2026
Shares they held503.4Mworth $23.22 billion
Net bought on the quarter15.3M sharesabout $708.0 million at the funds' values
Funds buying to selling348 to 263opened or added, to cut or sold
Opened 82Added 266Held 99Trimmed 193Sold out 70
What each fund did in SW against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SW in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 335 reported a position in Smurfit Westrock plc: 49 opened one, 127 added, 84 trimmed and 27 sold out, a net 8.6 million shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Smurfit Westrock plc in a 13F for the quarter ended 30 September 2026, and 7 more in a 13F for an earlier quarter, the latest each has filed. The largest: Capital Research Global Investors, 42.6 million shares worth $1.97 billion, 0.3% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 132,172 shares, about $5.8 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 42,634,328 | $1.97 billion | 0.3% | +3,662,577 | added | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 14,676,497 | $644.8 million | 0.0% | +132,172 | added | 30 September 2026 | 13F |
| Norges Bank | 9,884,546 | $454.8 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| FMR LLC | 7,499,469 | $346.9 million | 0.0% | -2,592,598 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 2,017,654 | $93.3 million | 0.1% | +1,520,962 | added | 30 June 2026, an earlier quarter | 13F |
| Soros Fund Management | 1,512,798 | $70.0 million | 1.2% | -1,007,438 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 1,307,410 | $60.5 million | 0.0% | +1,307,410 | new | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 471,953 | $21.8 million | 0.1% | +471,953 | new | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 45,496,899 | 9.04% | $2.10 billion | 0.03% | +692,070 | 13F |
| Capital Research Global Investors | 42,634,328 | 8.47% | $1.97 billion | 0.28% | +3,662,577 | 13F |
| Vanguard Capital Management LLC | 34,245,410 | 6.80% | $1.58 billion | 0.03% | +284,663 | 13F |
| State Street Corp. | 28,063,403 | 5.58% | $1.30 billion | 0.04% | +2,804,559 | 13F |
| Nuveen, LLC | 24,812,775 | 4.93% | $1.15 billion | 0.27% | +222,089 | 13F |
| Vanguard Portfolio Management LLC | 24,357,234 | 4.84% | $1.13 billion | 0.05% | +41,543 | 13F |
| Capital World Investors | 15,472,417 | 3.07% | $715.8 million | 0.09% | +3,000,000 | 13F |
| Causeway Capital Management LLC | 15,039,041 | 2.99% | $695.7 million | 7.53% | -526,987 | 13F |
| Geode Capital Management, LLC | 14,544,325 | 2.89% | $670.3 million | 0.04% | +278,822 | 13F |
| Franklin Resources Inc. | 13,455,443 | 2.67% | $622.4 million | 0.14% | +522,825 | 13F |
| Invesco Ltd. | 11,433,276 | 2.27% | $528.9 million | 0.04% | +787,371 | 13F |
| Ameriprise Financial Inc. | 9,947,344 | 1.98% | $460.2 million | 0.09% | +1,353,530 | 13F |
| Bank of New York Mellon Corp | 9,903,796 | 1.97% | $458.1 million | 0.07% | +1,080,775 | 13F |
| Norges Bank | 9,884,546 | 1.96% | $454.8 million | 0.04% | 13F | |
| Morgan Stanley | 7,707,307 | 1.53% | $356.5 million | 0.02% | +1,736,269 | 13F |
| FMR LLC | 7,499,469 | 1.49% | $346.9 million | 0.01% | -2,592,598 | 13F |
| Goldman Sachs Group Inc. | 7,286,056 | 1.45% | $337.1 million | 0.04% | +1,310,278 | 13F |
| Deutsche Bank AG | 6,817,187 | 1.35% | $315.4 million | 0.09% | +287,637 | 13F |
| Orbis Allan Gray Ltd | 5,881,487 | 1.17% | $272.1 million | 0.94% | -7,893,567 | 13F |
| Bank of America Corp. | 5,758,154 | 1.14% | $266.4 million | 0.02% | +297,991 | 13F |
| Nordea Investment Management AB | 5,423,106 | 1.08% | $247.2 million | 0.20% | -594,527 | 13F |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,312,463 | 1.06% | $245.7 million | 0.20% | -5,365,960 | 13F |
| Trinity Street Asset Management LLP | 5,261,555 | 1.05% | $243.4 million | 12.53% | new | 13F |
| Dimensional Fund Advisors LP | 5,215,798 | 1.04% | $241.3 million | 0.04% | +367,668 | 13F |
| Northern Trust Corp. | 4,789,400 | 0.95% | $221.6 million | 0.03% | +83,419 | 13F |
| Canada Pension Plan Investment Board | 4,639,784 | 0.92% | $214.6 million | 0.12% | +882,675 | 13F |
| Legal & General Group Plc | 4,458,285 | 0.89% | $205.1 million | 0.04% | -26,154 | 13F |
| UBS Group AG | 3,654,960 | 0.73% | $169.1 million | 0.03% | -348,433 | 13F |
| Charles Schwab Investment Management Inc. | 3,653,945 | 0.73% | $169.0 million | 0.02% | +115,365 | 13F |
| JPMorgan Chase & Co. | 3,219,792 | 0.64% | $148.7 million | 0.01% | -1,190,218 | 13F |
| Amundi | 3,008,141 | 0.60% | $139.2 million | 0.03% | -956,532 | 13F |
| Vanguard Fiduciary Trust Co. | 2,944,266 | 0.58% | $136.2 million | 0.03% | +2,774 | 13F |
| AQR Capital Management LLC | 2,802,631 | 0.56% | $127.4 million | 0.04% | -2,240,583 | 13F |
| Maple Rock Capital Partners Inc. | 2,608,298 | 0.52% | $120.7 million | 2.37% | new | 13F |
| Ruffer LLP | 2,438,889 | 0.48% | $112.7 million | 3.98% | -347,308 | 13F |
| Thompson Siegel & Walmsley LLC | 2,394,335 | 0.48% | $110.8 million | 2.00% | -50,900 | 13F |
| Mirova US LLC | 2,363,387 | 0.47% | $109.3 million | 1.18% | new | 13F |
| Massachusetts Financial Services Co. | 2,049,143 | 0.41% | $96.2 million | 0.03% | -338,191 | 13F |
| Citadel Advisors LLC | 2,017,654 | 0.40% | $93.3 million | 0.05% | +1,520,962 | 13F |
| Jupiter Topco LLC | 1,967,204 | 0.39% | $91.0 million | 0.04% | first 13F | 13F |
| Alberta Investment Management Corp | 1,930,917 | 0.38% | $89.3 million | 0.57% | -13,319 | 13F |
| BNP Paribas Financial Markets | 1,911,445 | 0.38% | $88.4 million | 0.05% | +610,594 | 13F |
| American Century Companies Inc. | 1,877,399 | 0.37% | $86.8 million | 0.04% | +1,326,322 | 13F |
| Sound Shore Management Inc | 1,835,817 | 0.36% | $84.9 million | 2.62% | +326,681 | 13F |
| Royal Bank of Canada | 1,803,602 | 0.36% | $83.4 million | 0.01% | -16,892 | 13F |
| First Trust Advisors LP | 1,801,677 | 0.36% | $83.3 million | 0.05% | +50,592 | 13F |
| Citigroup Inc. | 1,725,932 | 0.34% | $79.8 million | 0.04% | -228,651 | 13F |
| Polaris Capital Management, LLC | 1,635,802 | 0.32% | $75.7 million | 7.13% | +269,252 | 13F |
| AllianceBernstein L.P. | 1,759,841 | 0.35% | $70.1 million | 0.02% | -107,990 | 13F |
| Soros Fund Management LLC | 1,512,798 | 0.30% | $70.0 million | 1.16% | -1,007,438 | 13F |
The 50 largest of the 646 funds that reported a position in SW in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on SW
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 275,600 | $12.7 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 33,200 | $1.5 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 29,800 | $1.4 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 7,700 | $356,202 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 12 August 2026 | 13G/A | Capital Research Global Investors and 1 other | 42.7 million | 8.1% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 7 August 2026 | 13G | State Street Corporation and 1 other | 28.1 million | 5.4% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 28 April 2026 | 13G | Vanguard Capital Management and 1 other | 39.3 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G/A | Capital Research Global Investors and 1 other | 36.1 million | 6.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 650 | $48.29 | SEC |
| 26 August 2026 | 638 | $49.43 | SEC |
| 25 August 2026 | 373 | $48.69 | SEC |
| 20 August 2026 | 55,943 | $48.71 | SEC |
| 14 August 2026 | 140 | $50.02 | SEC |
| 13 August 2026 | 50,252 | $49.25 | SEC |
| 12 August 2026 | 102,856 | $49.62 | SEC |
| 11 August 2026 | 8,579 | $47.59 | SEC |
| 10 August 2026 | 18 | $48.28 | SEC |
| 7 August 2026 | 149,627 | $46.93 | SEC |
| 4 August 2026 | 8,733 | $46.88 | SEC |
| 3 August 2026 | 11,505 | $45.97 | SEC |
| 30 July 2026 | 478 | $48.26 | SEC |
| 29 July 2026 | 499,456 | $50.80 | SEC |
| 27 July 2026 | 3,057 | $48.56 | SEC |
| 23 July 2026 | 88,079 | $44.51 | SEC |
| 17 July 2026 | 312,662 | $44.77 | SEC |
| 16 July 2026 | 350,433 | $43.59 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.