Among active 13F managers last quarter, 7 opened and 28 added, while 22 reduced; the largest holder to move was Nuveen, LLC (+10%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
563 tracked 13F filers disclose a position in SW as of the latest SEC 13F filings, a combined $18.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 45.5M | $2.1B | ▲+1.5% Added · +692K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 34.2M | $1.6B | ▲+0.8% Added · +285K sh | Q2 2026 | |
| 3 | State Street Corp | 28.1M | $1.3B | ▲+11% Added · +2.8M sh | Q2 2026 | |
| 4 | Nuveen, LLC | 24.6M | $979.9M | ▲+10% Added · +2.3M sh | Q1 2026 | |
| 5 | Vanguard Portfolio Management LLC | 24.4M | $1.1B | ▲+0.2% Added · +42K sh | Q2 2026 | |
| 6 | Causeway Capital Management LLC | 15.6M | $620.3M | ▼−19% Reduced · −3.6M sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 14.5M | $670.3M | ▲+1.9% Added · +279K sh | Q2 2026 | |
| 8 | Franklin Templeton Inc | 12.9M | $515.7M | ▲+89% Added · +6.1M sh | Q1 2026 | |
| 9 | Norges Bank | 12.8M | $495.3M | ▼−26% Reduced · −4.6M sh | Q4 2025 | |
| 10 | DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10.7M | $425.2M | ▲14× Added · +9.9M sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | 8.8M | $351.6M | ▼−2.5% Reduced · −231K sh | Q1 2026 | |
| 12 | Ameriprise Financial Inc | 8.6M | $342.5M | ▼−0.9% Reduced · −80K sh | Q1 2026 | |
| 13 | FMR LLC | 7.5M | $346.9M | ▼−26% Reduced · −2.6M sh | Q2 2026 | |
| 14 | Deutsche Bank AG | 6.5M | $260.2M | ▼−10.0% Reduced · −723K sh | Q1 2026 | |
| 15 | Nordea Investment Management AB | 6.0M | $234.9M | ▲+10% Added · +568K sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 6.0M | $238.1M | ▲+94% Added · +2.9M sh | Q1 2026 | |
| 17 | Morgan Stanley | 6.0M | $237.9M | ▲+14% Added · +724K sh | Q1 2026 | |
| 18 | Orbis Allan Gray Ltd | 5.9M | $272.1M | ▼−57% Reduced · −7.9M sh | Q2 2026 | |
| 19 | Bank Of America Corp | 5.5M | $217.6M | ▲+6.2% Added · +318K sh | Q1 2026 | |
| 20 | Trinity Street Asset Management LLP | 5.3M | $243.4M | ▲New +5.3M sh | Q2 2026 | |
| 21 | AQR Capital Management LLC | 5.0M | $198.2M | ▼−12% Reduced · −681K sh | Q1 2026 | |
| 22 | Dimensional Fund Advisors LP | 4.8M | $193.1M | ▲+3.4% Added · +161K sh | Q1 2026 | |
| 23 | Northern Trust Corp | 4.7M | $187.5M | ▼−1.6% Reduced · −76K sh | Q1 2026 | |
| 24 | Legal & General Group Plc | 4.5M | $177.9M | ▼−2.3% Reduced · −104K sh | Q1 2026 | |
| 25 | JPMorgan Chase & Co | 4.4M | $168.7M | ▲+37% Added · +1.2M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in SW and 28 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 325 funds | $274.2B |
| Nvidia CorpNVDA | 324 funds | $436.8B |
| Alphabet Inc-CL AGOOGL | 323 funds | $189.6B |
| Meta Platforms Inc-Class AMETA | 322 funds | $114.8B |
| Amazon.com IncAMZN | 320 funds | $209.1B |
| Apple IncAAPL | 314 funds | $312.3B |
| JPMorgan Chase & CoJPM | 314 funds | $70.0B |
| Broadcom IncAVGO | 310 funds | $172.5B |
| Alphabet Inc-CL CGOOG | 307 funds | $131.4B |
| Eli Lilly & CoLLY | 306 funds | $86.0B |
| Visa Inc-Class A SharesV | 305 funds | $65.5B |
| Cisco Systems IncCSCO | 302 funds | $36.3B |
Ranked by how many of SW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SW.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 19, 2026 | Smurfit Anthony P J | President and Group CEO, Director | Sell (S) | 40K | $2.1M |
| Feb 19, 2026 | Bowles Ken | Executive VP and Group CFO, Director | Sell (S) | 10K | $513K |
| Feb 18, 2026 | Sellier Laurent | See remarks | Sell (S) 2 lots, same day | 16K | $782K |
| May 6, 2025 | Finan Irial | Director | Buy (P) | 15K | $595K |
| Feb 24, 2025 | Henao Alvaro | See Remarks | Sell (S) | 4K | $216K |
| Feb 19, 2025 | Smurfit Anthony P J | See Remarks, Director | Sell (S) | 78K | $4.3M |
| Feb 19, 2025 | Bowles Ken | See Remarks, Director | Sell (S) | 24K | $1.3M |
| Dec 2, 2024 | Mayer Saverio | See Remarks | Sell (S) | 25K | $1.4M |
| Jul 29, 2024 | Lorenzatto Jairo | See Remarks | Sell (S) | 491 | $24K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 53 | 37 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SW
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SW/capital-change-brief"
Use Arkolith's capital_change_brief for SW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.