Also trades as: SWR.L (LSE) · $vol 18M
SW Institutional Ownership
Smurfit Westrock plc
1W: +3.4%
1M: -5.5%
3M: -11.8%
YTD: +8.5%
1Y: +0.1%
$42.54
+0.30 (+0.71%)
Weekly Expected Move ±3.0%
$39
$41
$42
$43
$44
Credit Risk of going bust: higher than 61% of companies Debt: 38.8% of company value Bonds: $149.0M held by 119 funds, 72 bp over Treasuries → details ▾
If the stock fell to about $2.16 (down 95%), Smurfit Westrock plc would be worth roughly what it owes.
Total debt $14.16B against a stock market value of $22.31B.
Distance to default 4.12 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $7.55B (short-term plus half of long-term), stock volatility 43.5%; Altman Z'' 1.57. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Total debt $14.16B against a stock market value of $22.31B.
Distance to default 4.12 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $7.55B (short-term plus half of long-term), stock volatility 43.5%; Altman Z'' 1.57. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
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ETF Exposure
Dark Pool
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Institutional Ownership — SW
717
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
$23B
Total Invested
108
New Positions
269
Increased
263
Reduced
68
Closed
1.11
Put/Call Ratio
Ownership Trends
Top Institutional Holders (779 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 45,496,899 | $1.9B | +692,070 | +1.5% | 8Q | SEC ↗ |
| 2 | Capital Research Global Investors | 42,634,328 | $1.8B | +3,662,577 | +9.4% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 34,245,410 | $1.5B | +284,663 | +0.8% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 28,063,403 | $1.2B | +2,804,559 | +11.1% | 8Q | SEC ↗ |
| 5 | Nuveen, LLC | 24,812,775 | $1.1B | +222,089 | +0.9% | 6Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 24,357,234 | $1.0B | +41,543 | +0.2% | 2Q | SEC ↗ |
| 7 | Capital World Investors | 15,472,417 | $658M | +3,000,000 | +24.1% | 2Q | SEC ↗ |
| 8 | CAUSEWAY CAPITAL MANAGEMENT LLC | 15,039,041 | $640M | -526,987 | -3.4% | 8Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 14,544,325 | $619M | +278,822 | +2.0% | 8Q | SEC ↗ |
| 10 | FRANKLIN RESOURCES INC | 13,455,443 | $572M | +522,825 | +4.0% | 8Q | SEC ↗ |
| 11 | Invesco Ltd. | 11,433,276 | $486M | +787,371 | +7.4% | 8Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 9,947,344 | $423M | +1,353,530 | +15.8% | 8Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 9,903,796 | $421M | +1,080,775 | +12.2% | 8Q | SEC ↗ |
| 14 | NORGES BANK NEW | 9,884,546 | $420M | — | +0.0% | 1Q | SEC ↗ |
| 15 | MORGAN STANLEY | 7,707,307 | $328M | +1,736,269 | +29.1% | 8Q | SEC ↗ |
| 16 | FMR LLC | 7,499,469 | $319M | -2,592,598 | -25.7% | 8Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 7,286,056 | $310M | +1,310,278 | +21.9% | 8Q | SEC ↗ |
| 18 | DEUTSCHE BANK AG | 6,817,187 | $290M | +287,637 | +4.4% | 8Q | SEC ↗ |
| 19 | Orbis Allan Gray Ltd | 5,881,487 | $250M | -7,893,567 | -57.3% | 8Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 5,758,154 | $245M | +297,991 | +5.5% | 8Q | SEC ↗ |
| 21 | NORDEA INVESTMENT MANAGEMENT AB | 5,423,106 | $231M | -594,527 | -9.9% | 8Q | SEC ↗ |
| 22 | DZ BANK AG Deutsche Zentral Genossensc | 5,312,463 | $226M | -5,365,960 | -50.3% | 8Q | SEC ↗ |
| 23 | Trinity Street Asset Management LLP NEW | 5,261,555 | $224M | — | +0.0% | 1Q | SEC ↗ |
| 24 | DIMENSIONAL FUND ADVISORS LP | 5,215,798 | $222M | +367,668 | +7.6% | 8Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 4,789,400 | $204M | +83,419 | +1.8% | 8Q | SEC ↗ |
| 26 | CANADA PENSION PLAN INVESTMENT BOARD | 4,639,784 | $197M | +882,675 | +23.5% | 2Q | SEC ↗ |
| 27 | Legal & General Group Plc | 4,458,285 | $190M | -26,154 | -0.6% | 8Q | SEC ↗ |
| 28 | UBS Group AG | 3,654,960 | $155M | -348,433 | -8.7% | 8Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 3,653,945 | $155M | +115,365 | +3.3% | 8Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 3,653,945 | $155M | — | +0.0% | 1Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 3,219,792 | $137M | -1,190,218 | -27.0% | 8Q | SEC ↗ |
| 32 | Amundi | 3,008,141 | $128M | -956,532 | -24.1% | 8Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 2,944,266 | $125M | +2,774 | +0.1% | 2Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 2,802,631 | $119M | -2,240,583 | -44.4% | 8Q | SEC ↗ |
| 35 | Maple Rock Capital Partners Inc. NEW | 2,608,298 | $111M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Ruffer LLP | 2,438,889 | $104M | -347,308 | -12.5% | 5Q | SEC ↗ |
| 37 | THOMPSON SIEGEL & WALMSLEY LLC | 2,394,335 | $102M | -50,900 | -2.1% | 8Q | SEC ↗ |
| 38 | Mirova US LLC NEW | 2,363,387 | $101M | — | +0.0% | 1Q | SEC ↗ |
| 39 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 2,049,143 | $87M | -338,191 | -14.2% | 6Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC | 2,017,654 | $86M | +1,520,962 | +306.2% | 6Q | SEC ↗ |
| 41 | Jupiter Topco LLC NEW | 1,967,204 | $84M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Alberta Investment Management Corp | 1,930,917 | $82M | -13,319 | -0.7% | 3Q | SEC ↗ |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 1,911,445 | $81M | +610,594 | +46.9% | 8Q | SEC ↗ |
| 44 | AMERICAN CENTURY COMPANIES INC | 1,877,399 | $80M | +1,326,322 | +240.7% | 8Q | SEC ↗ |
| 45 | Sound Shore Management Inc /CT | 1,835,817 | $78M | +326,681 | +21.6% | 2Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 1,803,602 | $77M | -16,892 | -0.9% | 8Q | SEC ↗ |
| 47 | FIRST TRUST ADVISORS LP | 1,801,677 | $77M | +50,592 | +2.9% | 8Q | SEC ↗ |
| 48 | ALLIANCEBERNSTEIN L.P. | 1,759,841 | $75M | -107,990 | -5.8% | 8Q | SEC ↗ |
| 49 | CITIGROUP INC | 1,725,932 | $73M | -228,651 | -11.7% | 8Q | SEC ↗ |
| 50 | Polaris Capital Management, LLC | 1,635,802 | $70M | +269,252 | +19.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 9,884,546 | $420M |
| Trinity Street Asset Management LLP | 5,261,555 | $224M |
| Sixth Street Partners Management Co | 3,653,945 | $155M |
| Maple Rock Capital Partners Inc. | 2,608,298 | $111M |
| Mirova US LLC | 2,363,387 | $101M |
| Jupiter Topco LLC | 1,967,204 | $84M |
| MILLENNIUM MANAGEMENT LLC | 1,307,410 | $56M |
| Lazard Freres Gestion S.A.S. | 608,900 | $26M |
| Triodos Investment Management BV | 586,314 | $25M |
| Evelyn Partners Group Ltd | 546,588 | $23M |
| PANAGORA ASSET MANAGEMENT INC | 507,706 | $22M |
| Premier Fund Managers Ltd | 476,031 | $20M |
| Bridgewater Associates, LP | 471,953 | $20M |
| BANK OF NOVA SCOTIA | 320,200 | $14M |
| BRAUN STACEY ASSOCIATES INC | 278,030 | $12M |
| Foresight Group Ltd Liability Partn | 270,883 | $12M |
| Albar Capital Partners LLP | 215,662 | $9M |
| Polar Asset Management Partners Inc | 177,900 | $8M |
| Davidson Kempner Capital Management | 175,000 | $7M |
| Mn Services Vermogensbeheer B.V. | 152,700 | $6M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital International Investors | 947,319 | $40M |
| GROUPAMA ASSET MANAGMENT | 564,888 | $24M |
| Weiss Asset Management LP | 526,730 | $22M |
| Zurich Insurance Group Ltd/FI | 400,187 | $17M |
| Rubric Capital Management LP | 400,000 | $17M |
| MOORE CAPITAL MANAGEMENT, LP | 393,812 | $17M |
| Ninety One UK Ltd | 376,677 | $16M |
| ING GROEP NV | 366,409 | $16M |
| Distillate Capital Partners LLC | 343,304 | $15M |
| TUDOR INVESTMENT CORP ET AL | 284,704 | $12M |
| Jefferies Financial Group Inc. | 277,935 | $12M |
| Schonfeld Strategic Advisors LLC | 264,271 | $11M |
| Covalis Capital LLP | 203,407 | $9M |
| MARSHALL WACE, LLP | 199,086 | $8M |
| Slate Path Capital LP | 186,684 | $8M |
| Benson Investment Management Compan | 164,665 | $7M |
| Ninety One SA (Pty) Ltd | 145,854 | $6M |
| Saba Capital Management, L.P. | 137,389 | $6M |
| Trexquant Investment LP | 104,102 | $4M |
| DARK FOREST CAPITAL MANAGEMENT LP | 93,658 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital Research Global Investors | +3,662,577 | +9.4% | 42,634,328 |
| Capital World Investors | +3,000,000 | +24.1% | 15,472,417 |
| STATE STREET CORP | +2,804,559 | +11.1% | 28,063,403 |
| MORGAN STANLEY | +1,736,269 | +29.1% | 7,707,307 |
| CITADEL ADVISORS LLC | +1,520,962 | +306.2% | 2,017,654 |
| AMERIPRISE FINANCIAL INC | +1,353,530 | +15.8% | 9,947,344 |
| AMERICAN CENTURY COMPANIES INC | +1,326,322 | +240.7% | 1,877,399 |
| GOLDMAN SACHS GROUP INC | +1,310,278 | +21.9% | 7,286,056 |
| Bank of New York Mellon Corp | +1,080,775 | +12.2% | 9,903,796 |
| CANADA PENSION PLAN INVESTMENT BOAR | +882,675 | +23.5% | 4,639,784 |
| Invesco Ltd. | +787,371 | +7.4% | 11,433,276 |
| FEDERATED HERMES, INC. | +778,980 | +2432.2% | 811,008 |
| Engineers Gate Manager LP | +761,035 | +2986.4% | 786,518 |
| BlackRock, Inc. | +692,070 | +1.5% | 45,496,899 |
| BNP PARIBAS FINANCIAL MARKETS | +610,594 | +46.9% | 1,911,445 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +584,205 | +397.9% | 731,028 |
| Man Group plc | +571,065 | +78.8% | 1,295,906 |
| AE Wealth Management LLC | +567,544 | +9240.4% | 573,686 |
| FRANKLIN RESOURCES INC | +522,825 | +4.0% | 13,455,443 |
| Russell Investments Group, Ltd. | +492,879 | +53.5% | 1,414,797 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Orbis Allan Gray Ltd | -7,893,567 | -57.3% | 5,881,487 |
| DZ BANK AG Deutsche Zentral Genosse | -5,365,960 | -50.3% | 5,312,463 |
| FMR LLC | -2,592,598 | -25.7% | 7,499,469 |
| AQR CAPITAL MANAGEMENT LLC | -2,240,583 | -44.4% | 2,802,631 |
| LANSDOWNE PARTNERS (UK) LLP | -1,522,424 | -81.4% | 347,795 |
| JPMORGAN CHASE & CO | -1,190,218 | -27.0% | 3,219,792 |
| SOROS FUND MANAGEMENT LLC | -1,007,438 | -40.0% | 1,512,798 |
| Amundi | -956,532 | -24.1% | 3,008,141 |
| BARCLAYS PLC | -599,349 | -37.2% | 1,011,974 |
| NORDEA INVESTMENT MANAGEMENT AB | -594,527 | -9.9% | 5,423,106 |
| Verbena Value LP | -561,400 | -52.2% | 515,100 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | -526,987 | -3.4% | 15,039,041 |
| FIL Ltd | -519,983 | -44.9% | 637,433 |
| UBS Group AG | -348,433 | -8.7% | 3,654,960 |
| Ruffer LLP | -347,308 | -12.5% | 2,438,889 |
| ExodusPoint Capital Management, LP | -339,433 | -50.2% | 336,857 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -338,191 | -14.2% | 2,049,143 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -334,126 | -98.3% | 5,894 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | -277,948 | -55.9% | 218,923 |
| Exane Asset Management | -277,946 | -33.2% | 558,692 |