SW in the 13F filings

Smurfit Westrock PLC · CUSIP G8267P108

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 26; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 8 listed it in both
Shares listed: 88,769,368; combined, among listed positions
Reported value: $3.5bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +9,050,348.

Managers listing SW in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

26 of 26 holders

				Action		Filing
Capital Research Global Investors	38,971,751	$1.6bn	0.24%	Added	+2,844,074	13 May 2026 (the filing on sec.gov)
Capital World Investors	12,472,417	$497m	0.07%	New	new	13 May 2026 (the filing on sec.gov)
Invesco Ltd	10,645,905	$424m	under 0.1%	Added	+1,103,368	12 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	10,092,067	$402m	under 0.1%	Trimmed	-1,036,967	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	5,043,214	$198m	0.09%	Trimmed	-680,886	15 May 2026 (the filing on sec.gov)
Soros Fund Management LLC	2,520,236	$100m	1.10%	Added	+118,088	15 May 2026 (the filing on sec.gov)
MFS Investment Management	2,387,334	$96m	under 0.1%	Trimmed	-172,494	14 May 2026 (the filing on sec.gov)
AllianceBernstein LP	1,867,831	$72m	under 0.1%	Trimmed	-333,017	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	1,123,272	$45m	under 0.1%	Added	+74,653	15 May 2026 (the filing on sec.gov)
Man Group PLC	724,841	$29m	0.05%	Added	+226,623	15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	676,290	$27m	0.21%	Added	+663,619	14 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	496,692	$20m	under 0.1%	Trimmed	-2,209,592	15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	479,470	$19m	under 0.1%	Added	+44,077	15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	264,271	$11m	0.07%	Added	+254,432	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	212,511	$8.3m	under 0.1%	Added	+21,388	18 May 2026 (the filing on sec.gov)
Marshall Wace LLP	199,086	$7.9m	under 0.1%	Trimmed	-3,073,651	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	167,108	$6.7m	under 0.1%	Trimmed	-98,729	15 May 2026 (the filing on sec.gov)
Jane Street Group LLC	113,437	$4.5m	under 0.1%	Added	+57,105	12 May 2026 (the filing on sec.gov)
Woodline Partners LP	102,313	$4.1m	under 0.1%	Trimmed	-229,532	15 May 2026 (the filing on sec.gov)
Rokos Capital Management LLP	100,000	$4.0m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	37,473	$1.5m	under 0.1%	Added	+19,006	27 Oct 2026 (the filing on sec.gov)
D. E. Shaw & Co.	30,703	$1.2m	under 0.1%	Added	+22,587	15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC	17,864	$712k	under 0.1%	Trimmed	-76,096	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	13,887	$553k	under 0.1%	Trimmed	-29	15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	9,393	$374k	under 0.1%	Added	+1,578	15 May 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Capital World Investorsnew position · 12,472,417 shares now+12,472,417
Capital Research Global Investorsexisting position · 38,971,751 shares now+2,844,074
Invesco Ltdexisting position · 10,645,905 shares now+1,103,368
ExodusPoint Capital Management LPexisting position · 676,290 shares now+663,619
Schonfeld Strategic Advisors LLCexisting position · 264,271 shares now+254,432

Reductions

Marshall Wace LLPexisting position · 199,086 shares now-3,073,651
Citadel Advisors LLCexisting position · 496,692 shares now-2,209,592
Fidelity (FMR LLC)existing position · 10,092,067 shares now-1,036,967
AQR Capital Management LLCexisting position · 5,043,214 shares now-680,886
AllianceBernstein LPexisting position · 1,867,831 shares now-333,017

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

12 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SW and LIN →SW and GLW →SW and HWM →Choose a stock to compare with SW →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SW, latest filings →Back to the 13F Explorer →

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Quarter	Holders	Reported value	Buyers	Sellers
Q3 2024	12	$2.4bn	12	0
Q4 2024	12	$2.9bn	8	4
Q1 2025	12	$2.7bn	10	4
Q2 2025	12	$3.0bn	9	3
Q3 2025	12	$3.3bn	9	4
Q4 2025	10	$2.4bn	12	17
Q1 2026	11	$3.0bn	16	14
Q2 2026	11	$3.6bn	17	12