19 institutions reported holding $17.7M of Smurfit Westrock PLC (SW) in SEC 13F filings for 2026-06-30. Largest institutional holders: KWMG, LLC ($7.1M), Czech National Bank ($6.9M), Assenagon Asset Management S.A. ($1.2M), MOODY NATIONAL BANK TRUST DIVISION ($915,254), GAMMA Investing LLC ($553,408). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KWMG, LLC | $7.1M | 154,330 | Added |
| 2 | Czech National Bank | $6.9M | 149,283 | Added |
| 3 | Assenagon Asset Management S.A. | $1.2M | 25,213 | Added |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $915,254 | 19,785 | Added |
| 5 | GAMMA Investing LLC | $553,408 | 11,963 | Added |
| 6 | Balefire, LLC | $327,752 | 7,085 | Trimmed |
| 7 | CX Institutional | $285,000 | 6,151 | Added |
| 8 | Versant Capital Management, Inc | $267,753 | 5,788 | Added |
| 9 | Sarver Vrooman Wealth Advisors | $32,489 | 712 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $29,653 | 641 | Trimmed |
| 11 | EASTERN BANK | $7,217 | 156 | Hold |
| 12 | CoreCap Advisors, LLC | $6,985 | 151 | Added |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $4,118 | 89 | Added |
| 14 | Beaird Harris Wealth Management, LLC | $3,563 | 77 | Trimmed |
| 15 | Retirement Wealth Solutions LLC | $3,331 | 72 | Added |
| 16 | MJT & Associates Financial Advisory Group, Inc. | $2,313 | 50 | New |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $463 | 10 | Hold |
| 18 | Dogwood Wealth Management LLC | $278 | 6 | Hold |
| 19 | Polianta Ltd | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30