Smurfit Westrock: which funds bought and sold

Institutions that bought and sold Smurfit Westrock shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 362 institutions that filed 13F reports for both quarters added to or opened positions in Smurfit Westrock, and 261 cut or closed them. Together they added a net 15.3M shares, +3.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.7M shares (−1.3%); index fund managers were net buyers of 4.3M shares (+2.8%). 95 opened a new position and 69 sold out entirely.

Bought, Q2 2026 362 institutions, 95 of them new holders Sold, Q2 2026 261 institutions, 69 of them sold out

Net change, all compared +15.3M shares (+3.2%)

Net change, active managers −1.7M shares (−1.3%), 35 bought, 27 sold

Buyers versus sellers

institutions compared, 696

362 bought 73 261 sold

Active managers and hedge funds 35 bought · 27 sold · −1.7M

Index fund managers 12 bought · 0 sold · +4.3M

Other institutions 315 bought · 234 sold · +12.7M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Trinity Street Asset Management LLP	+5.3M New position	5.3M	$243M
Capital Research Global Investors Active manager	+3.7M +9.4%	42.6M	$2B
Capital World Investors Active manager	+3.0M +24.1%	15.5M	$716M
State Street Corp Index funds	+2.8M +11.1%	28.1M	$1.3B
Maple Rock Capital Partners Inc. Hedge fund	+2.6M New position	2.6M	$121M
Mirova Us LLC	+2.4M New position	2.4M	$109M
Morgan Stanley	+1.7M +29.1%	7.7M	$357M
Citadel Advisors LLC Hedge fund	+1.5M +306.2%	2.0M	$93.3M
Ameriprise Financial Inc	+1.4M +15.8%	9.9M	$460M
American Century Companies Inc Active manager	+1.3M +240.7%	1.9M	$86.8M
Goldman Sachs Group Inc	+1.3M +21.9%	7.3M	$337M
Millennium Management LLC Hedge fund	+1.3M New position	1.3M	$60.5M
Bank Of New York Mellon Corp	+1.1M +12.2%	9.9M	$458M
Canada Pension Plan Investment Board	+883K +23.5%	4.6M	$215M
Invesco Ltd.	+787K +7.4%	11.4M	$529M
Federated Hermes, Inc. Active manager	+779K +2432.2%	811K	$37.5M
Engineers Gate Manager LP Hedge fund	+761K +2986.4%	787K	$36.4M
Blackrock, Inc. Index funds	+692K +1.5%	45.5M	$2.1B
BNP Paribas Financial Markets	+611K +46.9%	1.9M	$88.4M
Lazard Freres Gestion S.A.S.	+609K New position	609K	$28.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital Research Global Investors Active manager	+3.7M +9.4%	42.6M	$2B
Capital World Investors Active manager	+3.0M +24.1%	15.5M	$716M
Maple Rock Capital Partners Inc. Hedge fund	+2.6M New position	2.6M	$121M
Citadel Advisors LLC Hedge fund	+1.5M +306.2%	2.0M	$93.3M
American Century Companies Inc Active manager	+1.3M +240.7%	1.9M	$86.8M
Millennium Management LLC Hedge fund	+1.3M New position	1.3M	$60.5M
Federated Hermes, Inc. Active manager	+779K +2432.2%	811K	$37.5M
Engineers Gate Manager LP Hedge fund	+761K +2986.4%	787K	$36.4M
Man Group PLC Hedge fund	+571K +78.8%	1.3M	$59.9M
Franklin Resources Inc Active manager	+523K +4.0%	13.5M	$622M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Orbis Allan Gray Ltd Active manager	−7.9M −57.3%	5.9M	$272M
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main	−5.4M −50.3%	5.3M	$246M
FMR LLC Active manager	−2.6M −25.7%	7.5M	$347M
AQR Capital Management LLC Hedge fund	−2.2M −44.4%	2.8M	$127M
Lansdowne Partners (UK) LLP Hedge fund	−1.5M −81.4%	348K	$16.1M
Jpmorgan Chase & Co	−1.2M −27.0%	3.2M	$149M
Soros Fund Management LLC Hedge fund	−1.0M −40.0%	1.5M	$70M
Amundi	−957K −24.1%	3.0M	$139M
Capital International Investors Active manager	−947K Sold out	0	—
Barclays PLC	−599K −37.2%	1.0M	$46.8M
Nordea Investment Management AB	−595K −9.9%	5.4M	$247M
Groupama Asset Managment	−565K Sold out	0	—
Verbena Value LP	−561K −52.2%	515K	$23.8M
Causeway Capital Management LLC Active manager	−527K −3.4%	15.0M	$696M
Fil Ltd Active manager	−520K −44.9%	637K	$29.5M
Zurich Insurance Group Ltd	−400K Sold out	0	—
UBS Group AG	−348K −8.7%	3.7M	$169M
Ruffer LLP Active manager	−347K −12.5%	2.4M	$113M
Exoduspoint Capital Management, LP Hedge fund	−339K −50.2%	337K	$15.6M
Massachusetts Financial Services Co Active manager	−338K −14.2%	2.0M	$96.2M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Orbis Allan Gray Ltd Active manager	−7.9M −57.3%	5.9M	$272M
FMR LLC Active manager	−2.6M −25.7%	7.5M	$347M
AQR Capital Management LLC Hedge fund	−2.2M −44.4%	2.8M	$127M
Lansdowne Partners (UK) LLP Hedge fund	−1.5M −81.4%	348K	$16.1M
Soros Fund Management LLC Hedge fund	−1.0M −40.0%	1.5M	$70M
Capital International Investors Active manager	−947K Sold out	0	—
Causeway Capital Management LLC Active manager	−527K −3.4%	15.0M	$696M
Fil Ltd Active manager	−520K −44.9%	637K	$29.5M
Ruffer LLP Active manager	−347K −12.5%	2.4M	$113M
Exoduspoint Capital Management, LP Hedge fund	−339K −50.2%	337K	$15.6M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Trinity Street Asset Management LLP	5.3M	$243M
Maple Rock Capital Partners Inc.Hedge fund	2.6M	$121M
Mirova Us LLC	2.4M	$109M
Millennium Management LLCHedge fund	1.3M	$60.5M
Lazard Freres Gestion S.A.S.	609K	$28.2M
Triodos Investment Management Bv	586K	$27.1M
Panagora Asset Management IncActive manager	508K	$23.5M
Premier Fund Managers Ltd	476K	$22M
Bridgewater Associates, LPHedge fund	472K	$21.8M
Bank Of Nova Scotia	320K	$14.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Capital International InvestorsActive manager	947K	$37.8M
Groupama Asset Managment	565K	$16.8M
Zurich Insurance Group Ltd	400K	$15.7M
Schonfeld Strategic Advisors LLCHedge fund	264K	$10.5M
Covalis Capital LLP	203K	$8.1M
Marshall Wace, LLPHedge fund	199K	$7.9M
Slate Path Capital LPHedge fund	187K	$7.4M
Havemeyer Place LP	73K	$2.9M
Greenwood Capital Associates LLC	34K	$1.4M
Polianta Ltd	34K	$1.4M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 637
Ten largest holders: 51.3%
Index fund managers: 31.7%
Active managers and hedge funds: 26.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	35	27	9	9	−1.7M	−1.3%
Index fund managers	12	0	0	0	+4.3M	+2.8%
Other institutions	315	234	86	60	+12.7M	+6.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Smurfit Westrock.

Only managers that filed a holdings report for both quarters are compared (696 here). 22 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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