SW Institutional Holdings
Smurfit Westrock · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $2.7B
VANGUARD PORTFOLIO MANAGEMENT LLC $969M
Capital World Investors $497M
CANADA PENSION PLAN INVESTMENT BOARD $150M
VANGUARD FIDUCIARY TRUST CO $117M
↑ Increased (5)
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +1446022.0%
CWM, LLC +161663.8%
SOA Wealth Advisors, LLC. +159410.0%
IFM Investors Pty Ltd +130974.8%
QUADRANT CAPITAL GROUP LLC +14384.3%
↓ Decreased (5)
TIAA TRUST, NATIONAL ASSOCIATION -99.6%
Prestige Wealth Management Group LLC -99.2%
AE Wealth Management LLC -98.3%
Sapience Investments, LLC -98.1%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ -94.2%
↓ Exited Positions (5)
VANGUARD GROUP INC $2.4B
Incentive AS $71M
Swiss Life Asset Management Ltd $66M
Brandywine Global Investment Management, LLC $54M
Weiss Asset Management LP $20M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 67.9M | $2.7B |
| 2 | BlackRock, Inc. | 44.8M | $1.8B |
| 3 | Capital Research Global Investors | 39.0M | $1.6B |
| 4 | STATE STREET CORP | 25.3M | $1.0B |
| 5 | Nuveen, LLC | 24.6M | $980M |
| 6 | NORGES BANK | 21.6M | $972M |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 24.3M | $969M |
| 8 | BARCLAYS PLC | 17.2M | $797M |
| 9 | MORGAN STANLEY | 16.4M | $662M |
| 10 | CAUSEWAY CAPITAL MANAGEMENT LLC | 15.6M | $620M |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 14.3M | $566M |
| 12 | Orbis Allan Gray Ltd | 13.8M | $549M |
| 13 | FRANKLIN RESOURCES INC | 12.9M | $516M |
| 14 | Capital World Investors | 12.5M | $497M |
| 15 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11.4M | $460M |
| 16 | Invesco Ltd. | 10.6M | $424M |
| 17 | FMR LLC | 10.1M | $402M |
| 18 | GOLDMAN SACHS GROUP INC | 9.1M | $358M |
| 19 | Bank of New York Mellon Corp | 8.8M | $352M |
| 20 | AMERIPRISE FINANCIAL INC | 8.6M | $342M |
| 21 | DEUTSCHE BANK AG\ | 6.5M | $260M |
| 22 | NORDEA INVESTMENT MANAGEMENT AB | 6.0M | $235M |
| 23 | BANK OF AMERICA CORP /DE/ | 5.5M | $218M |
| 24 | AQR CAPITAL MANAGEMENT LLC | 5.0M | $198M |
| 25 | DIMENSIONAL FUND ADVISORS LP | 4.8M | $193M |
| 26 | NORTHERN TRUST CORP | 4.7M | $188M |
| 27 | Legal & General Group Plc | 4.5M | $178M |
| 28 | JPMORGAN CHASE & CO | 4.4M | $169M |
| 29 | UBS Group AG | 4.0M | $160M |
| 30 | Amundi | 4.0M | $158M |
| 31 | CANADA PENSION PLAN INVESTMENT BOARD | 3.8M | $150M |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.5M | $141M |
| 33 | VANGUARD FIDUCIARY TRUST CO | 2.9M | $117M |
| 34 | Ruffer LLP | 2.8M | $111M |
| 35 | SOROS FUND MANAGEMENT LLC | 2.5M | $100M |
| 36 | Savant Capital, LLC | 2.3M | $100M |
| 37 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.4M | $96M |
| 38 | CITIGROUP INC | 2.0M | $78M |
| 39 | Alberta Investment Management Corp | 1.9M | $77M |
| 40 | LANSDOWNE PARTNERS (UK) LLP | 1.9M | $75M |
| 41 | ROYAL BANK OF CANADA | 1.8M | $73M |
| 42 | ALLIANCEBERNSTEIN L.P. | 1.9M | $72M |
| 43 | FIRST TRUST ADVISORS LP | 1.8M | $70M |
| 44 | Swiss National Bank | 1.5M | $61M |
| 45 | SOUND SHORE MANAGEMENT INC /CT/ | 1.5M | $60M |
| 46 | SEI INVESTMENTS CO | 1.5M | $60M |
| 47 | Pictet Asset Management Holding SA | 1.4M | $57M |
| 48 | Polaris Capital Management, LLC | 1.4M | $54M |
| 49 | BNP PARIBAS FINANCIAL MARKETS | 1.3M | $52M |
| 50 | Cullen Capital Management, LLC | 1.2M | $50M |
| 51 | Vontobel Holding Ltd. | 1.2M | $49M |
| 52 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.2M | $49M |
| 53 | AVIVA PLC | 1.2M | $48M |
| 54 | Sumitomo Mitsui Trust Group, Inc. | 1.2M | $47M |
| 55 | Mitsubishi UFJ Asset Management Co., Ltd. | 1.2M | $47M |
| 56 | Vanguard Global Advisers, LLC | 1.2M | $46M |
| 57 | FIL Ltd | 1.2M | $46M |
| 58 | SALEM INVESTMENT COUNSELORS INC | 1.1M | $45M |
| 59 | HSBC HOLDINGS PLC | 1.1M | $44M |
| 60 | Verbena Value LP | 1.1M | $43M |
| 61 | VANGUARD ASSET MANAGEMENT, Ltd | 1.0M | $41M |
| 62 | Exane Asset Management | 837K | $38M |
| 63 | Capital International Investors | 947K | $38M |
| 64 | RHUMBLINE ADVISERS | 931K | $37M |
| 65 | Russell Investments Group, Ltd. | 922K | $37M |
| 66 | California Public Employees Retirement System | 847K | $34M |
| 67 | Oslo Pensjonsforsikring AS | 838K | $33M |
| 68 | PATTEN & PATTEN INC/TN | 774K | $31M |
| 69 | BANK OF MONTREAL /CAN/ | 730K | $29M |
| 70 | Man Group plc | 725K | $29M |
| 71 | PRINCIPAL FINANCIAL GROUP INC | 705K | $28M |
| 72 | Gotham Asset Management, LLC | 700K | $28M |
| 73 | ExodusPoint Capital Management, LP | 676K | $27M |
| 74 | LAKEWOOD CAPITAL MANAGEMENT, LP | 676K | $27M |
| 75 | ALPS ADVISORS INC | 663K | $26M |
| 76 | MACKENZIE FINANCIAL CORP | 670K | $26M |
| 77 | ENVESTNET ASSET MANAGEMENT INC | 636K | $25M |
| 78 | Compagnie Lombard Odier SCmA | 621K | $25M |
| 79 | BROWN ADVISORY INC | 619K | $25M |
| 80 | DANSKE BANK A/S | 494K | $24M |
| 81 | Evelyn Partners Investment Management LLP | 603K | $24M |
| 82 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 603K | $24M |
| 83 | Universal- Beteiligungs- und Servicegesellschaft mbH | 584K | $23M |
| 84 | AMERICAN CENTURY COMPANIES INC | 551K | $22M |
| 85 | WORLDQUANT MILLENNIUM ADVISORS LLC | 497K | $20M |
| 86 | CITADEL ADVISORS LLC | 497K | $20M |
| 87 | Eurizon Capital SGR S.p.A. | 486K | $19M |
| 88 | WELLINGTON MANAGEMENT GROUP LLP | 479K | $19M |
| 89 | Holowesko Partners Ltd. | 459K | $18M |
| 90 | Arnhold LLC | 462K | $18M |
| 91 | STOREBRAND ASSET MANAGEMENT AS | 457K | $18M |
| 92 | Redwood Grove Capital, LLC | 450K | $18M |
| 93 | SCOPUS ASSET MANAGEMENT, L.P. | 440K | $18M |
| 94 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 432K | $17M |
| 95 | GROUPAMA ASSET MANAGMENT | 565K | $17M |
| 96 | ROYAL LONDON ASSET MANAGEMENT LTD | 419K | $17M |
| 97 | JANUS HENDERSON GROUP PLC | 425K | $17M |
| 98 | CAMBIAR INVESTORS LLC | 408K | $16M |
| 99 | Zurich Insurance Group Ltd/FI | 400K | $16M |
| 100 | WELLS FARGO & COMPANY/MN | 379K | $15M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09