Sylvamo Corp (SLVM) shareholders
SLVMNYSEPaper MillsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 8/3036% below fair value
$38.53−0.04 (-0.10%)
Close on Nov 13, 2026Market cap $1.53BP/E –Yield 4.67%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.7%
40M of 40M shares
Institutional holders
332
50 new, 37 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 5 sales
Net sold $657.62K
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 |
|---|---|---|---|---|
| Atlas GP Global Holdings LLC Joint filing with ACR Group Paper Holdings JR LP (15.64%), ACR Group Paper Holdings JR GP LLC (15.64%) and 5 more | 6,312,454 | 15.64% | 13D (active) amendment | Nov 5, 2025 |
| BlackRock, Inc. | 5,760,988 | 13.90% | 13G (passive) amendment | Dec 31, 2023 |
| Millennium Management LLC Joint filing with Millennium Group Management LLC (5.40%), Israel A. Englander (5.40%) and 1 more | 2,148,608 | 5.40% | 13G (passive) | Nov 18, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SLVM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Atlas FRM LLC | 6,312,454 | 15.88% | $238.61M | – | 10.22% |
| BlackRock, Inc. | 5,541,150 | 13.94% | $209.46M | +60,247 | 0.00% |
| Millennium Management LLC | 2,517,545 | 6.33% | $95.16M | +132,114 | 0.03% |
| Nomura Holdings Inc | 2,150,000 | 5.41% | $81.27M | – | 0.10% |
| American Century Companies Inc | 1,801,120 | 4.53% | $68.08M | +260,296 | 0.03% |
| Lsv Asset Management | 1,586,335 | 3.99% | $59.96M | −8,035 | 0.11% |
| Dimensional Fund Advisors LP | 1,554,145 | 3.91% | $58.75M | +191,671 | 0.01% |
| Vanguard Capital Management LLC | 1,447,478 | 3.64% | $54.71M | −61,791 | 0.00% |
| State Street Corp | 1,389,749 | 3.50% | $52.53M | +69,299 | 0.00% |
| Vanguard Portfolio Management LLC | 965,700 | 2.43% | $36.50M | −54,412 | 0.00% |
| Geode Capital Management, LLC | 905,711 | 2.28% | $34.24M | +57,457 | 0.00% |
| Royal London Asset Management Ltd | 891,135 | 2.24% | $33.68M | −12,099 | 0.06% |
| William Blair Investment Management, LLC | 609,086 | 1.53% | $23.02M | +110,755 | 0.07% |
| Royce & Associates LP | 597,357 | 1.50% | $22.58M | +121,515 | 0.18% |
| Charles Schwab Investment Management Inc | 569,645 | 1.43% | $21.53M | −43,332 | 0.00% |
| Morgan Stanley | 528,782 | 1.33% | $19.99M | −17,945 | 0.00% |
| Allianz Asset Management GmbH | 506,147 | 1.27% | $19.33M | +69,195 | 0.02% |
| Bank of New York Mellon Corp | 475,188 | 1.20% | $17.96M | +6,254 | 0.00% |
| Fourth Sail Capital LP | 466,904 | 1.17% | $17.65M | +39,394 | 2.67% |
| Rokos Capital Management LLP | 448,997 | 1.13% | $16.99M | +193,326 | 0.06% |
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 | 332 | 40M | 99.7% | 50 / 106 | 90 / 37 | 3M | 3M |
| Q1 2026 | 323 | 40M | 100.0% | 34 / 84 | 111 / 65 | 5M | 2M |
| Q4 2025 | 361 | 40M | 99.9% | 73 / 98 | 99 / 52 | 6M | 4M |
| Q3 2025 | 346 | 38M | 94.6% | 40 / 93 | 118 / 64 | 3M | 3M |
| Q2 2025 | 374 | 37M | 92.5% | 51 / 109 | 113 / 64 | 3M | 5M |
| Q1 2025 | 389 | 39M | 97.5% | 55 / 106 | 116 / 56 | 4M | 4M |
| Q4 2024 | 400 | 39M | 98.4% | 59 / 119 | 119 / 56 | 3M | 3M |
| Q3 2024 | 400 | 39M | 98.1% | 64 / 105 | 135 / 41 | 10M | 4M |
| Q2 2024 | 380 | 39M | 96.9% | 65 / 95 | 117 / 32 | 3M | 3M |
| Q1 2024 | 352 | 39M | 97.7% | 57 / 74 | 121 / 29 | 3M | 2M |
| Q4 2023 | 326 | 38M | 96.1% | 52 / 77 | 102 / 33 | 3M | 4M |
| Q3 2023 | 313 | 39M | 97.3% | 34 / 90 | 82 / 44 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
291 funds held SLVM in Q2 2026, 56% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of SLVM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,011,389 | 5.06% | $76.03M | 0.07% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,494,033 | 3.76% | $58.67M | 0.22% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,004,333 | 2.53% | $37.96M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 870,111 | 2.19% | $32.89M | 0.04% | Jun 30, 2026 |
| Royce Small-Cap Special Equity Fund | 514,000 | 1.29% | $19.43M | 4.06% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 385,697 | 0.97% | $14.58M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 372,027 | 0.94% | $13.92M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 314,566 | 0.79% | $11.89M | 0.08% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 306,055 | 0.77% | $11.57M | 0.07% | Jun 30, 2026 |
| iShares Global Timber & Forestry ETF | 301,355 | 0.76% | $11.39M | 4.62% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 297,757 | 0.75% | $11.26M | 0.30% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 287,238 | 0.72% | $10.86M | 0.14% | Jun 30, 2026 |
| Cambria Shareholder Yield ETF | 237,196 | 0.60% | $8.87M | 0.89% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 230,748 | 0.58% | $8.72M | 0.08% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 229,282 | 0.58% | $9.00M | 0.10% | May 31, 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 |
|---|---|---|---|---|
| John V. Sims | CEO & President, Director | 145,402 | 0.37% | Oct 20, 2026 |
| JeanMichel Ribieras | Chairman and CEO, Director | 111,662 | 0.28% | Oct 20, 2025 |
| Patrick Wilczynski | SVP, Operational Excellence | 38,922 | 0.10% | Oct 20, 2026 |
| Shawn Lawson | SVP, General Manager Europe | 16,676 | 0.04% | Oct 20, 2026 |
| Matthew Barron | SVP, Chief Admin & Legal | 48,439 | 0.12% | Oct 20, 2026 |
| Hirschfeld Tatiana Kalman | SVP & GM, Latin America | 22,848 | 0.06% | Oct 20, 2026 |
| Marcia Vargas | SVP & Chief People Officer | 14,179 | 0.04% | Oct 20, 2026 |
| Rodrigo Davoli | SVP & GM, North America | 46,484 | 0.12% | Oct 20, 2026 |
| Kevin W. Ferguson | VP, Controller,Chief Acct.Off. | 5,975 | 0.02% | Oct 20, 2026 |
| Donald P. Devlin | SVP Chief Financial Officer | 28,175 | 0.07% | Oct 20, 2026 |
| Oliver Taudien | SVP | 15,590 | 0.04% | May 1, 2025 |
| Joia M. Johnson | Director | 16,705 | 0.04% | Oct 20, 2026 |
| Jeanmarie F. Desmond | Director | 16,734 | 0.04% | Oct 20, 2026 |
| David D. Petratis | Director | 37,690 | 0.09% | Oct 20, 2026 |
| Lizanne M. Bruce | Director | 14,475 | 0.04% | Oct 20, 2026 |
| James P. Zallie | Director | 16,705 | 0.04% | Oct 20, 2026 |
| Christine S. Breves | Director | 19,076 | 0.05% | Oct 20, 2026 |
| Karl L. Meyers | Director | 24,065 | 0.06% | Oct 20, 2025 |
| Mark Wilde | Director | 8,010 | 0.02% | Oct 20, 2025 |
| Stanley A. Askren | Director | 14,727 | 0.04% | Jul 31, 2025 |
| Jonathan Paul Rollinson | Director | 18,383 | 0.05% | May 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Sep 1, 2026 | Tax withholding | −78.31 | $35.92 | $2.81K | 5,975 |
| Lizanne M. Bruce Director | Jun 15, 2026 | Sale | −1,230 | $41.70 | $51.29K | 14,475 |
| Donald P. Devlin SVP Chief Financial Officer | Jun 1, 2026 | Tax withholding | −812.67 | $39.27 | $31.91K | 28,175 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Jun 1, 2026 | Tax withholding | −204.03 | $39.27 | $8.01K | 6,053 |
| Shawn Lawson SVP, General Manager Europe | Jun 1, 2026 | Tax withholding | −979.97 | $39.27 | $38.48K | 16,676 |
| David D. Petratis Director | May 15, 2026 | Award | +10,207 | $38.70 | $395.01K | 37,690 |
| Lizanne M. Bruce Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 15,705 |
| Jeanmarie F. Desmond Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 16,734 |
| Christine S. Breves Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 19,076 |
| David D. Petratis Director | May 15, 2026 | Award | +7,623 | $38.70 | $295.01K | 35,106 |
| James P. Zallie Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 16,705 |
| Joia M. Johnson Director | May 15, 2026 | Award | +3,876 | $38.70 | $150.00K | 16,705 |
| Patrick Wilczynski SVP, Operational Excellence | Mar 17, 2026 | Sale | −6,000 | $42.28 | $253.68K | 38,313 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Mar 9, 2026 | Sale | −2,500 | $42.06 | $105.15K | 6,257 |
| Rodrigo Davoli SVP & GM, North America | Mar 4, 2026 | Sale | −3,250 | $46.46 | $151.00K | 46,484 |
| Rodrigo Davoli SVP & GM, North America | Mar 1, 2026 | Tax withholding | −2,069.92 | $46.30 | $95.84K | 49,734 |
| Rodrigo Davoli SVP & GM, North America | Mar 1, 2026 | Award | +5,405 | – | – | 47,213 |
| Rodrigo Davoli SVP & GM, North America | Mar 1, 2026 | Award | +4,591.5 | – | – | 51,804 |
| Donald P. Devlin SVP Chief Financial Officer | Mar 1, 2026 | Tax withholding | −768.83 | $46.30 | $35.60K | 28,987 |
| Donald P. Devlin SVP Chief Financial Officer | Mar 1, 2026 | Award | +11,191 | – | – | 29,756 |
| Patrick Wilczynski SVP, Operational Excellence | Mar 1, 2026 | Tax withholding | −2,329.85 | $46.30 | $107.87K | 44,313 |
| Patrick Wilczynski SVP, Operational Excellence | Mar 1, 2026 | Award | +4,730 | – | – | 41,085 |
| Patrick Wilczynski SVP, Operational Excellence | Mar 1, 2026 | Award | +5,558.24 | – | – | 46,643 |
| John V. Sims CEO & President, Director | Mar 1, 2026 | Award | +15,103.51 | – | – | 145,402 |
| John V. Sims CEO & President, Director | Mar 1, 2026 | Award | +40,118 | – | – | 130,299 |
| John V. Sims CEO & President, Director | Mar 1, 2026 | Tax withholding | −7,122.88 | $46.30 | $329.79K | 138,279 |
| Matthew Barron SVP, Chief Admin & Legal | Mar 1, 2026 | Tax withholding | −3,478.6 | $46.30 | $161.06K | 48,439 |
| Matthew Barron SVP, Chief Admin & Legal | Mar 1, 2026 | Award | +8,868 | – | – | 44,063 |
| Matthew Barron SVP, Chief Admin & Legal | Mar 1, 2026 | Award | +7,853.99 | – | – | 51,917 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Mar 1, 2026 | Award | +2,161 | – | – | 8,310 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Mar 1, 2026 | Award | +1,355.92 | – | – | 9,666 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Mar 1, 2026 | Tax withholding | −908.92 | $46.30 | $42.08K | 8,757 |
| Shawn Lawson SVP, General Manager Europe | Mar 1, 2026 | Award | +3,421 | – | – | 17,953 |
| Shawn Lawson SVP, General Manager Europe | Mar 1, 2026 | Tax withholding | −297.37 | $46.30 | $13.77K | 17,656 |
| Hirschfeld Tatiana Kalman SVP & GM, Latin America | Mar 1, 2026 | Tax withholding | −1,376.34 | $46.30 | $63.72K | 22,848 |
| Hirschfeld Tatiana Kalman SVP & GM, Latin America | Mar 1, 2026 | Award | +3,758 | – | – | 24,225 |
| Marcia Vargas SVP & Chief People Officer | Mar 1, 2026 | Award | +5,236 | – | – | 14,179 |
| Marcia Vargas SVP & Chief People Officer | Mar 1, 2026 | Tax withholding | −2,027.97 | $46.30 | $93.90K | 8,943 |
| David D. Petratis Director | Jan 1, 2026 | Award | +693 | $48.15 | $33.37K | 27,483 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Dec 9, 2025 | Sale | −2,000 | $48.25 | $96.50K | 6,149 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Nov 14, 2025 | Sale | −1,000 | $45.77 | $45.77K | 8,149 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Nov 12, 2025 | Sale | −2,000 | $48.70 | $97.40K | 9,149 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Sep 1, 2025 | Tax withholding | −75.34 | $46.13 | $3.48K | 11,149 |
| Lizanne M. Bruce Director | Jun 11, 2025 | Sale | −2,000 | $52.60 | $105.20K | 11,829 |
| Shawn Lawson SVP, General Manager Europe | Jun 1, 2025 | Award | +11,611 | – | – | 11,611 |
| Shawn Lawson SVP, General Manager Europe | Jun 1, 2025 | Award | +2,921 | – | – | 14,532 |
| Hirschfeld Tatiana Kalman SVP & GM, Latin America | Jun 1, 2025 | Award | +8,401 | – | – | 20,467 |
| Kevin W. Ferguson VP, Controller,Chief Acct.Off. | Jun 1, 2025 | Award | +1,611 | – | – | 11,224 |
| Donald P. Devlin SVP Chief Financial Officer | Jun 1, 2025 | Award | +9,629 | – | – | 9,629 |
| Donald P. Devlin SVP Chief Financial Officer | Jun 1, 2025 | Award | +8,936 | – | – | 18,565 |
| Rodrigo Davoli SVP & GM, North America | Jun 1, 2025 | Award | +12,083 | – | – | 41,808 |
| John V. Sims SVP & Chief Operating Officer | Jun 1, 2025 | Award | +505 | – | – | 90,181 |
| Joia M. Johnson Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 12,829 |
| Stanley A. Askren Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 14,727 |
| Lizanne M. Bruce Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 13,829 |
| Mark Wilde Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 8,010 |
| Jeanmarie F. Desmond Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 12,858 |
| James P. Zallie Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 12,829 |
| Karl L. Meyers Director | May 15, 2025 | Award | +4,425 | $56.51 | $250.06K | 24,065 |
| Christine S. Breves Director | May 15, 2025 | Award | +2,655 | $56.51 | $150.03K | 15,200 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.85%
3M shares short
Days to cover
8.0
At 0M shares a day
Change since last report
-5.3%
From 3M shares
Short volume, 20 days
63.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Sylvamo's stock actually held short. Settlement fails (shares not delivered on time) peaked at 497 shares on Sep 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lizanne M. Bruce Director | Jun 15, 2026 | 1,230 | $51.29K | Jun 15, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Patrick Wilczynski Officer | Mar 17, 2026 | 6,000 | $253.68K | Mar 17, 2026 | Performance Stock Units |
| Jean-Michel Ribieras Former Officer/Director | Mar 6, 2026 | 10,805 | $470.87K | Mar 6, 2026 | Performance Stock Units |
| Jean-Michel Ribieras Former Officer/Director | Mar 5, 2026 | 18,507 | $838.38K | Mar 5, 2026 | Performance Stock Units |
| Rodrigo Davoli Officer | Mar 4, 2026 | 3,250 | $151.00K | Mar 4, 2026 | Performance Shares |
| Jean-Michel Ribieras Former Officer / Director | Feb 17, 2026 | 19,650 | $930.98K | Feb 17, 2026 | Restricted stock vesting under a registered plan |
| Jean-Michel Ribieras Former Officer / Director | Feb 13, 2026 | 55,515 | $2.88M | Feb 13, 2026 | Restricted stock vesting under a registered plan |
| Lizanne Gottung Director | Jun 11, 2025 | 2,000 | $105.20K | Jun 11, 2025 | Restricted stock vesting under a registered plan |
| Jean-Michel Ribieras Director, Officer | Mar 24, 2025 | 20,232 | $1.32M | Mar 24, 2025 | Restricted Stock Units |
| Jean-Michel Ribieras Director, Officer | Mar 17, 2025 | 21,250 | $1.39M | Mar 17, 2025 | Restricted Stock Units |
| Jean-Michel Ribieras Director, Officer | Mar 10, 2025 | 21,250 | $1.43M | Mar 10, 2025 | Performance Stock Units |
| Jean-Michel Ribieras Director, Officer | Mar 5, 2025 | 22,268 | $1.50M | Mar 5, 2025 | Restricted Stock Units |
| Jean-Michel Ribieras Director, Officer | Mar 18, 2024 | 12,225 | $694.14K | Mar 18, 2024 | Restricted Stock Units |
| Peggy Maes Officer | Mar 11, 2024 | 1,500 | $94.81K | Mar 11, 2024 | Restricted stock vesting under a registered plan |
| Jean-Michel Ribieras Director, Officer | Mar 11, 2024 | 12,226 | $764.25K | Mar 11, 2024 | Restricted Stock Units |
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