SW
Smurfit Westrock plc · Consumer Cyclical · Packaging & Containers
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow -5.3% ·
net new positions 0.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 145 | +3 | 393.68M | $18.16B | +10 | −6 |
| Q1 2026 | 144 | +3 | 372.75M | $14.83B | +8 | −6 |
| Q4 2025 | 141 | 0 | 381.45M | $14.75B | +2 | −1 |
| Q3 2025 | 18 | +1 | 195.17M | $8.31B | +1 | −1 |
| Q2 2025 | 15 | -1 | 202.14M | $8.72B | — | −1 |
| Q1 2025 | 13 | +1 | 71.02M | $3.20B | +3 | −2 |
| Q4 2024 | 12 | 0 | 68.83M | $3.71B | — | — |
| Q3 2024 | 11 | +11 | 57.76M | $2.86B | +11 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 61.47M | -23.6% | $2.62B | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 43.54M | +4.9% | $1.85B | 0.0% | ▲ Add | 2 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (passive) | 23.81M | +14.6% | $1.01B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 13.64M | +6.7% | $578.35M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 12.50M | — | $532.22M | 0.0% | n/c | 1 | SEC ↗ ×34 |
| 6 | Fidelity (FMR) ✦ | 12.18M | -0.3% | $518.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | Soros Fund Management ✦ | 7.75M | +3.6% | $329.79M | 7.5% | ▲ Add | 5 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 5.20M | — | $221.24M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 9 | Marshall Wace ✦ | 4.88M | +58.1% | $207.87M | 0.2% | ▲ Add | 5 | SEC ↗ ×4 |
| 10 | Goldman Sachs Group ✦ | 3.64M | — | $154.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Millennium Management ✦ | 2.90M | +106.6% | $123.60M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 1.05M | +0.9% | $44.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 933.97K | -53.9% | $39.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 503.42K | -14.4% | $21.39M | 0.0% | ▼ Trim | 5 | SEC ↗ ×7 |
| 15 | Adage Capital Partners ✦ | 475.29K | +4.7% | $20.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 316.90K | -65.8% | $13.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 314.07K | New | $13.37M | 0.1% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 69.53K | +50.5% | $2.96M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $13.37M | 0.1% |
Exited
| Norges Bank | $749.74M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 607 holders, 471.67M shares, $18.45B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.