Filing Research | SW - SMURFIT WESTROCK PLC Institutional Holdings

Snapshot holdings

50 / 142 loaded

#		Instrument	quantity
1	Trinity Street Asset Management LLP	Shares	5.3MSH	$243.4M
2	Exane Asset Management	Shares	558.7KSH	$29.5M
3	SALEM INVESTMENT COUNSELORS INC	Shares	562.1KSH	$26.0M
4	Artemis Investment Management LLP	Shares	392.3KSH	$18.1M
5	BANQUE PICTET & CIE SA	Shares	268.9KSH	$12.4M
6	ASR Vermogensbeheer N.V.	Shares	177.5KSH	$8.2M
7	KWMG, LLC	Shares	154.3KSH	$7.1M
8	Czech National Bank	Shares	149.3KSH	$6.9M
9	GATEWAY INVESTMENT ADVISERS LLC	Shares	144.6KSH	$6.7M
10	Mediolanum International Funds Ltd	Shares	137.2KSH	$6.3M
11	Sound Income Strategies, LLC	Shares	135.2KSH	$6.3M
12	Mirae Asset Global Investments Co., Ltd.	Shares	117.9KSH	$5.5M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	115.8KSH	$5.4M
14	IFM Investors Pty Ltd	Shares	108.1KSH	$5.0M
15	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	108.1KSH	$5.0M
16	Old North State Wealth Management, LLC	Shares	94.5KSH	$4.4M
17	Synergy Asset Management, LLC	Shares	82.7KSH	$3.8M
18	Police & Firemen's Retirement System of New Jersey	Shares	78.0KSH	$3.6M
19	Sage Capital Advisors,llc	Shares	77.9KSH	$3.6M
20	Bank Pictet & Cie (Europe) AG	Shares	64.0KSH	$3.0M
21	DAVENPORT & Co LLC	Shares	63.5KSH	$2.9M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	63.6KSH	$2.8M
23	Rathbones Group PLC	Shares	59.8KSH	$2.8M
24	Alpha Omega Wealth Management LLC	Shares	59.5KSH	$2.8M
25	Y-Intercept (Hong Kong) Ltd	Shares	57.3KSH	$2.7M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	54.5KSH	$2.5M
27	Diversified Trust Co	Shares	48.9KSH	$2.3M
28	Swedbank AB	Shares	44.3KSH	$2.0M
29	ADAMS NATURAL RESOURCES FUND, INC.	Shares	41.3KSH	$1.9M
30	ABN AMRO INVESTMENT SOLUTIONS	Shares	39.5KSH	$1.8M
31	Investors Research Corp	Shares	31.6KSH	$1.5M
32	Legacy Wealth Asset Management, LLC	Shares	31.4KSH	$1.5M
33	PARAGON CAPITAL MANAGEMENT INC	Shares	30.1KSH	$1.4M
34	MIZUHO SECURITIES USA LLC	Shares	31.6KSH	$1.3M
35	Louisiana State Employees Retirement System	Shares	26.8KSH	$1.2M
36	Robeco Institutional Asset Management B.V.	Shares	25.6KSH	$1.2M
37	Assenagon Asset Management S.A.	Shares	25.2KSH	$1.2M
38	GC Wealth Management RIA, LLC	Shares	24.0KSH	$1.1M
39	Abacus Planning Group, Inc.	Shares	23.1KSH	$1.1M
40	MOODY NATIONAL BANK TRUST DIVISION	Shares	19.8KSH	$915.3K
41	Trium Capital LLP	Shares	19.5KSH	$904.2K
42	Composition Wealth, LLC	Shares	18.7KSH	$864.4K
43	Fideuram Asset Management (Ireland) dac	Shares	19.2KSH	$858.6K
44	Centennial Wealth Advisory LLC	Shares	18.2KSH	$843.0K
45	Crossmark Global Holdings, Inc.	Shares	18.0KSH	$830.5K
46	Perpetual Ltd	Shares	17.9KSH	$830.0K
47	QRG CAPITAL MANAGEMENT, INC.	Shares	17.5KSH	$811.4K
48	Merit Financial Group, LLC	Shares	17.3KSH	$799.0K
49	Farther Finance Advisors, LLC	Shares	16.9KSH	$782.8K
50	BURNEY CO/	Shares	16.2KSH	$749.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 154 loaded

#		Instrument
1	Trinity Street Asset Management LLP new	Shares	+5.3M	+$243.4M	$243.4M
2	ASR Vermogensbeheer N.V. added	Shares	+171.2K	+$8.0M	$8.2M
3	Artemis Investment Management LLP added	Shares	+100.8K	+$6.5M	$18.1M
4	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-8.5K	+$3.3M	$26.0M
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+13.9K	+$1.3M	$5.5M
6	Czech National Bank added	Shares	+7.0K	+$1.2M	$6.9M
7	KWMG, LLC added	Shares	+5.4K	+$1.2M	$7.1M
8	Mediolanum International Funds Ltd added	Shares	+2.4K	+$1.2M	$6.3M
9	Alpha Omega Wealth Management LLC added	Shares	+17.7K	+$1.1M	$2.8M
10	Old North State Wealth Management, LLC added	Shares	+8.1K	+$929.4K	$4.4M
11	Sound Income Strategies, LLC added	Shares	+1.3K	+$882.6K	$6.3M
12	Centennial Wealth Advisory LLC new	Shares	+18.2K	+$843.0K	$843.0K
13	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+3.3K	+$824.5K	$5.0M
14	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+14.1K	+$813.1K	$1.8M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-5.8K	+$509.4K	$5.4M
16	Sage Capital Advisors,llc trimmed	Shares	-295	+$487.5K	$3.6M
17	Diversified Trust Co added	Shares	+4.1K	+$478.0K	$2.3M
18	DAVENPORT & Co LLC added	Shares	+907	+$443.4K	$2.9M
19	Legacy Wealth Asset Management, LLC added	Shares	+5.9K	+$436.7K	$1.5M
20	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-1.7K	+$431.8K	$3.6M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$414.9K	$2.8M
22	Assenagon Asset Management S.A. added	Shares	+6.0K	+$401.6K	$1.2M
23	IFM Investors Pty Ltd trimmed	Shares	-10.1K	+$290.6K	$5.0M
24	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.5K	+$288.7K	$2.5M
25	Swedbank AB unchanged	Shares	0	+$284.0K	$2.0M
26	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+4.7K	+$271.4K	$603.9K
27	ADAMS NATURAL RESOURCES FUND, INC. unchanged	Shares	0	+$264.7K	$1.9M
28	Trium Capital LLP added	Shares	+3.4K	+$259.0K	$904.2K
29	GC Wealth Management RIA, LLC added	Shares	+2.2K	+$240.8K	$1.1M
30	Portside Wealth Group, LLC new	Shares	+4.6K	+$213.4K	$213.4K
31	Investors Research Corp unchanged	Shares	0	+$202.7K	$1.5M
32	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+1.6K	+$192.2K	$915.3K
33	Louisiana State Employees Retirement System added	Shares	+200	+$179.8K	$1.2M
34	PARAGON CAPITAL MANAGEMENT INC trimmed	Shares	-620	+$168.1K	$1.4M
35	Robeco Institutional Asset Management B.V. unchanged	Shares	0	+$164.1K	$1.2M
36	Versant Capital Management, Inc added	Shares	+2.9K	+$154.2K	$267.8K
37	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.0K	+$152.9K	$811.4K
38	Abacus Planning Group, Inc. added	Shares	+52	+$150.3K	$1.1M
39	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.0K	+$149.2K	$514.4K
40	Merit Financial Group, LLC added	Shares	+775	+$141.6K	$799.0K
41	Composition Wealth, LLC added	Shares	+331	+$133.0K	$864.4K
42	Crossmark Global Holdings, Inc. added	Shares	+408	+$131.3K	$830.5K
43	Perpetual Ltd added	Shares	+246	+$124.8K	$830.0K
44	Farther Finance Advisors, LLC added	Shares	+497	+$123.7K	$782.8K
45	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+1.3K	+$118.6K	$482.3K
46	GAMMA Investing LLC added	Shares	+656	+$102.8K	$553.4K
47	BURNEY CO/ trimmed	Shares	-198	+$95.9K	$749.4K
48	BENJAMIN EDWARDS INC added	Shares	+1.3K	+$95.2K	$301.4K
49	Cape Investment Advisory, Inc. new	Shares	+1.4K	+$64.8K	$64.8K
50	Southern Financial Group, LLC added	Shares	+453	+$62.6K	$321.2K

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