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Smurfit Westrock plc
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$40.84−0.32 (-0.78%)
Close on Oct 19, 2026
- Market cap
- $21.48B
- P/E (TTM)
- 43.4
- Dividend yield
- 4.21%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
96.0%
503M of 525M shares
Institutional holders
639
104 new, 70 sold out
Net institutional buying
28M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $3.36M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Capital Research Global Investors | 42,655,360 | 8.10% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 41,566,832 | 8.00% | 13G (passive) | Sep 30, 2024 |
| Vanguard Capital Management | 39,275,653 | 7.49% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 28,091,207 | 5.40% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 45,496,899 | 8.67% | $2.10B | +692,070 | 0.03% |
| Capital Research Global Investors | 42,634,328 | 8.13% | $1.97B | +3,662,577 | 0.28% |
| Vanguard Capital Management LLC | 34,245,410 | 6.53% | $1.58B | +284,663 | 0.03% |
| State Street Corp | 28,063,403 | 5.35% | $1.30B | +2,804,559 | 0.04% |
| Nuveen, LLC | 24,812,775 | 4.73% | $1.15B | +222,089 | 0.27% |
| Vanguard Portfolio Management LLC | 24,357,234 | 4.64% | $1.13B | +41,543 | 0.05% |
| Capital World Investors | 15,472,417 | 2.95% | $715.75M | +3,000,000 | 0.08% |
| Causeway Capital Management LLC | 15,039,041 | 2.87% | $695.71M | −526,987 | 7.53% |
| Geode Capital Management, LLC | 14,544,325 | 2.77% | $670.27M | +278,822 | 0.04% |
| Franklin Resources Inc | 13,455,443 | 2.57% | $622.45M | +522,825 | 0.13% |
| Invesco Ltd. | 11,433,276 | 2.18% | $528.90M | +787,371 | 0.04% |
| Ameriprise Financial Inc | 9,947,344 | 1.90% | $460.16M | +1,353,530 | 0.09% |
| Bank of New York Mellon Corp | 9,903,796 | 1.89% | $458.15M | +1,080,775 | 0.08% |
| Norges Bank | 9,884,546 | 1.88% | $454.84M | New | 0.05% |
| Morgan Stanley | 7,707,307 | 1.47% | $356.54M | +1,736,269 | 0.02% |
| FMR LLC | 7,499,469 | 1.43% | $346.93M | −2,592,598 | 0.02% |
| Goldman Sachs Group Inc | 7,286,056 | 1.39% | $337.05M | +1,310,278 | 0.03% |
| Deutsche Bank AG\ | 6,817,187 | 1.30% | $315.36M | +287,637 | 0.09% |
| Orbis Allan Gray Ltd | 5,881,487 | 1.12% | $272.08M | −7,893,567 | 0.94% |
| Bank Of America Corp /De/ | 5,758,154 | 1.10% | $266.37M | +297,991 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 639 | 503M | 96.0% | 104 / 268 | 192 / 70 | 63M | 35M |
| Q1 2026 | 616 | 476M | 90.8% | 102 / 262 | 176 / 73 | 128M | 48M |
| Q4 2025 | 595 | 461M | 87.8% | 93 / 222 | 220 / 87 | 70M | 68M |
| Q3 2025 | 600 | 459M | 87.6% | 88 / 242 | 181 / 59 | 59M | 50M |
| Q2 2025 | 576 | 451M | 86.0% | 75 / 215 | 225 / 87 | 46M | 32M |
| Q1 2025 | 595 | 438M | 83.5% | 78 / 211 | 222 / 75 | 54M | 33M |
| Q4 2024 | 602 | 438M | 83.5% | 151 / 194 | 187 / 49 | 61M | 45M |
| Q3 2024 | 503 | 422M | 80.5% | 503 / 0 | 0 / 0 | 422M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 16,648,389 | 3.17% | $770.15M | 0.03% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 13,595,864 | 2.59% | $628.94M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 12,027,141 | 2.29% | $556.38M | 0.29% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 10,776,688 | 2.05% | $498.53M | 0.34% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 7,619,281 | 1.45% | $352.47M | 0.52% | Jun 30, 2026 |
| Causeway International Value Fund | 5,571,516 | 1.06% | $257.74M | 1.34% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 4,783,736 | 0.91% | $219.91M | 0.23% | Jul 31, 2026 |
| College Retirement Equities Fund - Global Equities Account | 3,072,908 | 0.59% | $142.15M | 0.37% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 2,846,874 | 0.54% | $131.70M | 0.04% | Jun 30, 2026 |
| Nuveen Dividend Growth Fund | 2,109,246 | 0.40% | $96.96M | 1.53% | Jul 31, 2026 |
| Vanguard High Dividend Yield Index Fund | 2,102,150 | 0.40% | $96.64M | 0.10% | Jul 31, 2026 |
| Vanguard Materials Index Fund | 1,515,517 | 0.29% | $62.36M | 1.38% | May 31, 2026 |
| Nuveen Large Cap Value Fund | 1,487,252 | 0.28% | $68.37M | 1.04% | Jul 31, 2026 |
| Nuveen International Equity Fund | 1,216,183 | 0.23% | $55.91M | 1.02% | Jul 31, 2026 |
| iShares Russell 1000 Value ETF | 1,163,637 | 0.22% | $53.83M | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ken Bowles | Executive VP and CFO, Director | 174,487 | 0.03% | Sep 14, 2026 |
| Anthony P. J. Smurfit | President and CEO, Director | 1,729,994 | 0.33% | Sep 14, 2026 |
| Irene Page | Chief Accounting Officer | 62,787 | 0.01% | Sep 14, 2026 |
| Laurent Sellier | See remarks | 142,203 | 0.03% | Sep 14, 2026 |
| Ben Garren | See remarks | 14,996 | 0.00% | Sep 14, 2026 |
| Saverio Mayer | See remarks | 241,684 | 0.05% | Sep 14, 2026 |
| Alvaro Henao | See remarks | 72,871 | 0.01% | Sep 14, 2026 |
| Jairo Lorenzatto | See Remarks | 19,244 | 0.00% | Dec 20, 2024 |
| Carole Lynnette Brown | Director | 6,836 | 0.00% | Sep 14, 2026 |
| MaryLynn FergusonMchugh | Director | 8,644 | 0.00% | Sep 14, 2026 |
| Timothy J. Bernlohr | Director | 57,619 | 0.01% | Sep 14, 2026 |
| Irial Finan | Director | 58,973 | 0.01% | Sep 14, 2026 |
| Colleen F. Arnold | Director | 36,623 | 0.01% | Sep 14, 2026 |
| Alan D. Wilson | Director | 67,580 | 0.01% | Sep 14, 2026 |
| Kaisa Hietala | Director | 10,115 | 0.00% | Sep 14, 2026 |
| Carol Fairweather | Director | 11,644 | 0.00% | Sep 14, 2026 |
| Jorgen Buhl Rasmussen | Director | 14,790 | 0.00% | Sep 14, 2026 |
| Suzan F. Harrison | Director | 28,054 | 0.01% | Sep 14, 2026 |
| Lourdes Melgar | Director | 4,107 | 0.00% | May 5, 2026 |
| Terrell K. Crews | Director | 52,995 | 0.01% | May 5, 2026 |
| Dmitri L. Stockton | Director | 11,938 | 0.00% | May 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ken Bowles Executive VP and CFO, Director | Sep 10, 2026 | Award | +140 | – | – | 174,487 |
| MaryLynn FergusonMchugh Director | Sep 10, 2026 | Award | +48 | – | – | 8,644 |
| Carole Lynnette Brown Director | Sep 10, 2026 | Award | +48 | – | – | 6,836 |
| Irial Finan Director | Sep 10, 2026 | Award | +75 | – | – | 58,973 |
| Suzan F. Harrison Director | Sep 10, 2026 | Award | +48 | – | – | 28,054 |
| Saverio Mayer See remarks | Sep 10, 2026 | Award | +119 | – | – | 241,684 |
| Ben Garren See remarks | Sep 10, 2026 | Award | +56 | – | – | 14,996 |
| Alvaro Henao See remarks | Sep 10, 2026 | Award | +35 | – | – | 72,871 |
| Jorgen Buhl Rasmussen Director | Sep 10, 2026 | Award | +48 | – | – | 14,790 |
| Carol Fairweather Director | Sep 10, 2026 | Award | +48 | – | – | 11,644 |
| Alan D. Wilson Director | Sep 10, 2026 | Award | +673.69 | – | – | 67,580 |
| Kaisa Hietala Director | Sep 10, 2026 | Award | +48 | – | – | 10,115 |
| Irene Page Chief Accounting Officer | Sep 10, 2026 | Award | +23 | – | – | 62,787 |
| Anthony P. J. Smurfit President and CEO, Director | Sep 10, 2026 | Award | +486 | – | – | 1,728,994 |
| Timothy J. Bernlohr Director | Sep 10, 2026 | Award | +48 | – | – | 57,619 |
| Colleen F. Arnold Director | Sep 10, 2026 | Award | +343.77 | – | – | 36,623 |
| Laurent Sellier See remarks | Sep 10, 2026 | Award | +140 | – | – | 139,015 |
| Ken Bowles Executive VP and Group CFO, Director | Aug 14, 2026 | Award | +234 | – | – | 174,347 |
| Laurent Sellier See remarks | Aug 14, 2026 | Award | +234 | – | – | 138,875 |
| Irene Page Chief Accounting Officer | Aug 14, 2026 | Award | +29 | – | – | 62,764 |
| Alvaro Henao See remarks | Aug 14, 2026 | Award | +67 | – | – | 72,836 |
| Anthony P. J. Smurfit President and Group CEO, Director | Aug 14, 2026 | Award | +784 | – | – | 1,728,508 |
| Saverio Mayer See remarks | Aug 14, 2026 | Award | +195 | – | – | 241,565 |
| Ben Garren See remarks | Aug 14, 2026 | Award | +71 | – | – | 14,940 |
| Carole Lynnette Brown Director | Jun 10, 2026 | Award | +51 | – | – | 6,788 |
| Saverio Mayer See remarks | Jun 10, 2026 | Award | +127 | – | – | 241,370 |
| Alvaro Henao See remarks | Jun 10, 2026 | Award | +38 | – | – | 72,769 |
| Anthony P. J. Smurfit President and Group CEO, Director | Jun 10, 2026 | Award | +521 | – | – | 1,727,724 |
| Irene Page Chief Accounting Officer | Jun 10, 2026 | Award | +25 | – | – | 62,735 |
| Jorgen Buhl Rasmussen Director | Jun 10, 2026 | Award | +51 | – | – | 14,742 |
| Ben Garren See remarks | Jun 10, 2026 | Award | +60 | – | – | 14,869 |
| Irial Finan Director | Jun 10, 2026 | Award | +80 | – | – | 58,898 |
| Kaisa Hietala Director | Jun 10, 2026 | Award | +51 | – | – | 10,067 |
| Timothy J. Bernlohr Director | Jun 10, 2026 | Award | +51 | – | – | 57,571 |
| Suzan F. Harrison Director | Jun 10, 2026 | Award | +51 | – | – | 28,006 |
| Colleen F. Arnold Director | Jun 10, 2026 | Award | +367.84 | – | – | 36,279 |
| Ken Bowles Executive VP and Group CFO, Director | Jun 10, 2026 | Award | +150 | – | – | 174,113 |
| Laurent Sellier See remarks | Jun 10, 2026 | Award | +150 | – | – | 138,641 |
| Alan D. Wilson Director | Jun 10, 2026 | Award | +721.28 | – | – | 66,907 |
| MaryLynn FergusonMchugh Director | Jun 10, 2026 | Award | +51 | – | – | 8,596 |
| Carol Fairweather Director | Jun 10, 2026 | Award | +51 | – | – | 11,596 |
| Saverio Mayer See remarks | May 15, 2026 | Award | +253 | – | – | 241,243 |
| Laurent Sellier See remarks | May 15, 2026 | Award | +303 | – | – | 138,491 |
| Ben Garren See remarks | May 15, 2026 | Award | +92 | – | – | 14,809 |
| Ken Bowles Executive VP and Group CFO, Director | May 15, 2026 | Award | +303 | – | – | 173,963 |
| Anthony P. J. Smurfit President and Group CEO, Director | May 15, 2026 | Award | +1,018 | – | – | 1,727,203 |
| Irene Page Chief Accounting Officer | May 15, 2026 | Award | +38 | – | – | 62,710 |
| Alvaro Henao See remarks | May 15, 2026 | Award | +87 | – | – | 72,731 |
| Carole Lynnette Brown Director | May 1, 2026 | Award | +4,438 | – | – | 8,860 |
| Carole Lynnette Brown Director | May 1, 2026 | Tax withholding | −2,123 | $38.39 | $81.50K | 6,737 |
| Carol Fairweather Director | May 1, 2026 | Tax withholding | −2,123 | $38.39 | $81.50K | 11,545 |
| Carol Fairweather Director | May 1, 2026 | Award | +4,438 | – | – | 13,668 |
| Lourdes Melgar Director | May 1, 2026 | Tax withholding | −2,123 | $38.39 | $81.50K | 4,107 |
| Alan D. Wilson Director | May 1, 2026 | Tax withholding | −2,123 | $38.39 | $81.50K | 66,185 |
| Alan D. Wilson Director | May 1, 2026 | Award | +4,438 | – | – | 68,308 |
| Timothy J. Bernlohr Director | May 1, 2026 | Award | +4,438 | – | – | 59,643 |
| Timothy J. Bernlohr Director | May 1, 2026 | Tax withholding | −2,123 | $38.39 | $81.50K | 57,520 |
| Colleen F. Arnold Director | May 1, 2026 | Award | +4,438 | – | – | 38,034 |
| Colleen F. Arnold Director | May 1, 2026 | Tax withholding | −2,123 | $38.39 | $81.50K | 35,911 |
| Jorgen Buhl Rasmussen Director | May 1, 2026 | Tax withholding | −2,123 | $38.39 | $81.50K | 14,691 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ken Bowles Officer, Director | Feb 19, 2026 | 10,000 | $512.58K | Feb 19, 2026 | Restricted Stock Vesting |
| Anthony P. J. Smurfit Officer, Director | Feb 19, 2026 | 40,000 | $2.06M | Feb 19, 2026 | Restricted Stock Vesting |
| Sellier Laurent Officer | Feb 18, 2026 | 15,562 | $790.86K | Feb 18, 2026 | Reinvestment of dividend |
| Employee Trust SKG The Trust is considered an affiliate of SW | Feb 17, 2026 | 274,700 | $13.94M | Feb 17, 2026 | Open Market Purchase |
| Alvaro Henao Officer | Feb 24, 2025 | 4,000 | $215.60K | Feb 24, 2025 | Restricted Stock Vesting |
| Ken Bowles Officer, Director | Feb 19, 2025 | 24,225 | $1.33M | Feb 19, 2025 | Restricted Stock Vesting |
| Anthony P. J. Smurfit Officer, Director | Feb 19, 2025 | 78,000 | $4.29M | Feb 19, 2025 | Restricted Stock Vesting |
| Mayer Saverio Officer | Nov 29, 2024 | 25,000 | $1.37M | Dec 2, 2024 | Open market purchase |