As of the latest SEC filings, Smurfit Westrock plc (SW) is held by 746 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $662,193,268.10 in market value, representing 0.03% of its portfolio.
Funds holding Smurfit Westrock plc (SW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SW
- CIK:
- 0002005951
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $662,193,268.10 | 16,617,146 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.04% | $529,038,517.95 | 13,275,747 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.29% | $479,936,065.25 | 12,043,565 | Mar 31, 2026 | May 28, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.33% | $478,816,088.63 | 12,472,417 | Apr 30, 2026 | Jun 26, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.25% | $412,098,692.95 | 10,341,247 | Mar 31, 2026 | May 28, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.27% | $346,688,918.51 | 9,030,709 | Apr 30, 2026 | Jun 26, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $312,403,544.70 | 6,645,470 | Feb 28, 2026 | Apr 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.50% | $305,614,989.90 | 7,669,134 | Mar 31, 2026 | May 28, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.20% | $295,042,140.57 | 6,276,157 | Feb 28, 2026 | Apr 27, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.04% | $267,759,841.05 | 6,719,193 | Mar 31, 2026 | May 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 1.08% | $247,212,904.07 | 6,439,513 | Apr 30, 2026 | Jun 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.04% | $242,869,411.50 | 6,094,590 | Mar 31, 2026 | May 28, 2026 |
|
CIVIX
CAUSEWAY INTERNATIONAL VALUE FUND
|
MF | Independent / Boutique | 1.29% | $222,820,238.90 | 5,591,474 | Mar 31, 2026 | May 28, 2026 |
|
XLB
State Street(R) Materials Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 2.61% | $170,627,020.20 | 4,281,732 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.17% | $153,521,379.66 | 3,998,994 | Apr 30, 2026 | Jun 29, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.04% | $117,268,507.80 | 2,942,748 | Mar 31, 2026 | May 28, 2026 |
|
TGADX
Templeton Growth Fund, Inc.
|
MF | Independent / Boutique | 1.13% | $106,454,145.00 | 2,264,500 | Feb 28, 2026 | Apr 23, 2026 |
|
CBFAX
American Funds Global Balanced Fund
|
MF | Capital Group / American Funds | 0.32% | $103,943,305.18 | 2,707,562 | Apr 30, 2026 | Jun 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.04% | $84,957,694.26 | 1,807,226 | Feb 28, 2026 | Apr 24, 2026 |
|
NSBAX
Nuveen Dividend Growth Fund
|
MF | Nuveen | 1.30% | $84,416,462.02 | 2,198,918 | Apr 30, 2026 | Jun 24, 2026 |
|
FMIJX
FMI International Fund
|
MF | Independent / Boutique | 4.11% | $83,415,005.03 | 1,625,000 | Mar 31, 2026 | May 15, 2026 |
|
FBLEX
Fidelity Series Stock Selector Large Cap Value Fund
|
MF | Fidelity | 0.53% | $83,178,154.18 | 2,166,662 | Apr 30, 2026 | Jun 26, 2026 |
|
SPYD
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF
|
ETF | State Street (SPDR) | 1.17% | $82,240,517.20 | 2,063,752 | Mar 31, 2026 | May 28, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.16% | $79,085,234.05 | 1,984,573 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.08% | $78,854,019.75 | 2,054,025 | Apr 30, 2026 | Jun 26, 2026 |
Advertisement (320x50)