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Smurfit Westrock plc hedge fund holdings

SWNYSE
$42.41-0.13 (-0.31%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SW · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+5.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025207214$1.85B$1.19B534Aug 14, 2025
Q3 2025224148$2.19B$1.32B563Nov 14, 2025
Q4 2025218235$2.06B$2.36B561Feb 14, 2026
Q1 2026271174$2.23B$1.35B588May 15, 2026
Q2 2026265179$2.18B$1.6B601Aug 14, 2026

Quarterly action breakdown

Q2 2026
601 filers
New position
81
$691M+14.9M sh
Increased
184
$1.48B+32.1M sh
Reduced
122
-$1.46B-31.5M sh
Out / sold
57
-$146M-3.15M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Orbis Allan Gray LtdReduce 57.30%-$365M$272M0.94%Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainReduce 50.25%-$248M$246M0.19%Aug 14, 2026
Trinity Street Asset Management LLPNew Buy+$243M$243M12.53%Jul 10, 2026
Capital World InvestorsAdded 24.05%+$139M$716M0.08%Aug 12, 2026
Maple Rock Capital Partners Inc.New Buy+$121M$121M2.37%Aug 14, 2026
Mirova US LLCNew Buy+$109M$109M1.18%Aug 14, 2026
Lansdowne Partners (Uk) LLPReduce 81.40%-$70.4M$16.1M0.66%Aug 14, 2026
Soros Fund Management LLCReduce 39.97%-$46.6M$70M0.86%Aug 14, 2026
Canada Pension Plan Investment BoardAdded 23.49%+$40.8M$215M0.12%Aug 14, 2026
Capital International InvestorsSell 100%-$37.8M$00.00%Aug 12, 2026
Lazard Freres Gestion S.A.S.New Buy+$28.2M$28.2M0.49%Aug 6, 2026
Triodos Investment Management BVNew Buy+$27.1M$27.1M1.65%Jul 29, 2026
Nordea Investment Management ABReduce 9.88%-$27.1M$247M0.20%Aug 5, 2026
Verbena Value LPReduce 52.15%-$26M$23.8M3.94%Aug 14, 2026
Causeway Capital Management LLCReduce 3.39%-$24.4M$696M7.53%Aug 13, 2026
FIL LtdReduce 44.93%-$24.1M$29.5M0.02%Aug 13, 2026
Premier Fund Managers LtdNew Buy+$22M$22M1.99%Jul 22, 2026
Bridgewater Associates, LPNew Buy+$21.8M$21.8M0.09%Aug 14, 2026
Van Eck Associates CorpAdded 51.27%+$18.4M$54.2M0.03%Aug 14, 2026
Holowesko Partners Ltd.Added 83.80%+$17.8M$39M9.88%Aug 13, 2026
Groupama Asset ManagmentSell 100%-$16.8M$00.00%Aug 14, 2026
Ruffer LLPReduce 12.47%-$16M$113M3.98%Jul 30, 2026
Massachusetts Financial Services CoReduce 14.17%-$15.9M$96.2M0.03%Aug 3, 2026
Zurich Insurance Group LtdSell 100%-$15.7M$00.00%Aug 14, 2026
Sound Shore Management IncAdded 21.65%+$15.1M$84.9M2.61%Aug 12, 2026
Exane Asset ManagementReduce 33.22%-$14.7M$29.5M10.68%Jul 17, 2026
Braun Stacey Associates IncNew Buy+$12.9M$12.9M0.36%Aug 5, 2026
Worldquant Millennium Advisors LLCReduce 55.94%-$12.9M$10.1M0.03%Aug 14, 2026
Polaris Capital Management, LLCAdded 19.70%+$12.5M$75.7M7.13%Jul 27, 2026
Foresight Group Ltd Liability PartnershipNew Buy+$12.4M$12.4M2.24%Jul 27, 2026
Korea Investment CORPReduce 75.30%-$10.4M$3.42M0.01%Aug 12, 2026
Albar Capital Partners LLPNew Buy+$9.98M$9.98M1.30%Aug 14, 2026
Horizon Investments, LLCReduce 86.62%-$9.57M$1.48M0.02%Aug 13, 2026
Wellington Management Group LLPAdded 38.19%+$8.47M$30.7M0.01%Aug 14, 2026
Eurizon Capital SGR S.p.A.Added 36.56%+$8.23M$30.7M0.08%Jul 29, 2026
Covalis Capital LLPSell 100%-$8.11M$00.00%Aug 13, 2026
ASR Vermogensbeheer N.V.Added 2717.00%+$7.92M$8.21M0.08%Jul 20, 2026
Slate Path Capital LPSell 100%-$7.44M$00.00%Aug 14, 2026
Lombard Odier Asset Management (Europe) LtdReduce 62.52%-$7.16M$4.29M0.18%Aug 19, 2026
Mn Services Vermogensbeheer B.V.New Buy+$7.06M$7.06M0.05%Jul 31, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 13.19%+$6.3M$54M0.04%Aug 13, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 96.90%+$5.95M$12.1M0.01%Aug 13, 2026
Access Investment Management LLCReduce 82.38%-$5.55M$1.19M0.30%Aug 3, 2026
Vontobel Holding Ltd.Added 9.63%+$5.45M$62M0.20%Aug 3, 2026
Gotham Asset Management, LLCReduce 16.67%-$5.4M$27M0.06%Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 9.35%+$5.08M$59.3M0.03%Aug 7, 2026
Letko, Brosseau & Associates IncAdded 112.89%+$5.01M$9.45M0.14%Aug 13, 2026
Credit Agricole S AAdded 56.78%+$4.95M$13.7M0.03%Aug 14, 2026
Jain Global LLCNew Buy+$4.89M$4.89M0.02%Aug 14, 2026
Artemis Investment Management LLPAdded 34.59%+$4.66M$18.1M0.16%Jul 23, 2026
IMC-Chicago, LLCNew Buy+$3.88M$3.88M0.00%Aug 6, 2026
Rathbones Group PLCReduce 57.27%-$3.71M$2.77M0.01%Jul 23, 2026
Heights Point Management, LPNew Buy+$3.5M$3.5M2.79%Aug 14, 2026
Aberdeen Group plcAdded 19.07%+$3M$18.7M0.03%Jul 31, 2026
Cambiar Investors LLCAdded 13.44%+$2.54M$21.4M0.93%Jul 31, 2026
Banque Pictet & Cie SAReduce 16.73%-$2.5M$12.4M0.08%Jul 24, 2026
Quantinno Capital Management LPAdded 14.75%+$2.45M$19M0.02%Aug 13, 2026
Lakewood Capital Management, LPAdded 7.69%+$2.41M$33.7M1.73%Aug 14, 2026
Redwood Grove Capital, LLCAdded 11.34%+$2.36M$23.2M5.87%Aug 14, 2026
Thompson Siegel & Walmsley LLCReduce 2.08%-$2.35M$111M1.99%Aug 11, 2026
First Trust Advisors LPAdded 2.89%+$2.34M$83.3M0.05%Aug 11, 2026
Natixis Advisors, LLCAdded 14.45%+$2.27M$18M0.02%Aug 14, 2026
Manning & Napier Advisors LLCReduce 63.25%-$2M$1.16M0.01%Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc.Reduce 3.44%-$1.88M$52.7M0.03%Jul 30, 2026
Howard Capital Management, LLCNew Buy+$1.85M$1.85M0.02%Jul 28, 2026
Mizuho Securities USA LLCAdded 130.01%+$1.79M$3.16M0.03%Jul 28, 2026
M&G PLCAdded 16.39%+$1.75M$12.4M0.06%Aug 6, 2026
Ci Investments Inc.Reduce 43.55%-$1.74M$2.26M0.01%Aug 13, 2026
Handelsbanken Fonder ABAdded 23.40%+$1.71M$9M0.03%Jul 10, 2026
Vident Advisory, LLCAdded 10.41%+$1.58M$16.8M0.12%Aug 12, 2026
Pictet Asset Management Holding SAReduce 2.28%-$1.5M$64.2M0.06%Jul 30, 2026
McKinney Capital Management, LLCNew Buy+$1.45M$1.45M0.57%Aug 5, 2026
Elevation Point Wealth Partners, LLCNew Buy+$1.41M$1.41M0.03%Aug 12, 2026
Levin Capital Strategies, L.P.New Buy+$1.39M$1.39M0.09%Jul 31, 2026
Greenwood Capital Associates LLCSell 100%-$1.35M$00.00%Jul 28, 2026
Polianta LtdSell 100%-$1.35M$00.00%Jul 8, 2026
Lombard Odier Asset Management (USA) CorpSell 100%-$1.3M$00.00%Aug 14, 2026
Alerus Financial NAAdded 101.99%+$1.28M$2.54M0.11%Aug 14, 2026
Metis Global Partners, LLCAdded 30.57%+$1.26M$5.38M0.12%Aug 10, 2026
Beverly Hills Private Wealth, LLCAdded 27.66%+$1.24M$5.72M1.09%Aug 7, 2026
Gateway Investment Advisers LLCReduce 15.59%-$1.24M$6.69M0.07%Jul 20, 2026
Xponance LLCReduce 21.87%-$1.17M$4.19M0.03%Aug 10, 2026
GAM Holding AGAdded 13.39%+$1.13M$9.56M0.73%Aug 14, 2026
Adage Capital Partners GP, L.L.C.Reduce 16.80%-$1.1M$5.43M0.01%Aug 14, 2026
National Pension ServiceAdded 23.58%+$1.04M$5.44M0.00%Aug 13, 2026
APG Asset Management N.V.Reduce 16.76%-$938K$4.66M0.01%Aug 12, 2026
TIAA Wealth Investment Management LLCSell 100%-$915K$00.00%Aug 10, 2026
AustralianSuper Pty LtdReduce 46.94%-$900K$1.02M0.00%Aug 12, 2026
Marathon Asset Management LtdAdded 6.38%+$894K$14.9M0.61%Aug 14, 2026
Lombard Odier Asset Management (Switzerland) SAReduce 35.67%-$844K$1.52M0.05%Aug 14, 2026
Centennial Wealth Advisory LLCNew Buy+$843K$843K0.18%Jul 13, 2026
KBC Group NVReduce 2.04%-$825K$39.7M0.09%Aug 5, 2026
Alpha Omega Wealth Management LLCAdded 42.35%+$820K$2.75M0.42%Jul 20, 2026
Saudi Central BankAdded 90.40%+$806K$1.7M0.02%Jul 30, 2026
Tredje AP-fondenAdded 8.94%+$803K$9.78M0.04%Aug 10, 2026
Bank Pictet & Cie (Europe) AGReduce 21.15%-$794K$2.96M0.06%Jul 24, 2026
Vestmark Advisory Solutions, Inc.Added 29.45%+$779K$3.42M0.03%Aug 14, 2026
Pacer Advisors, Inc.Added 38.69%+$770K$2.76M0.01%Aug 13, 2026
Frec Markets, Inc.New Buy+$752K$752K0.07%Aug 13, 2026
Guggenheim Capital LLCAdded 23.75%+$724K$3.77M0.02%Aug 12, 2026

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