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Smurfit Westrock plc

SW
Exchange
NYSE
Industry
Paperboard Containers & Boxes
SEC CIK
0002005951

No open-market purchases or sales by Smurfit Westrock plc insiders were filed in the last 90 days; 643 institutions reported holding it in 13F filings for Q2 2026, worth $23.3B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q3 2024

Institutional positions in Smurfit Westrock plc as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
507
+507 vs. Q2 2024
Shares held
410.3M
+410.3M vs. Q2 2024
Total value
$20.2B
+$20.2B vs. Q2 2024
New holders
507
0 more added
Sold out
0
0 more reduced

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 507 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 507 institutionsQ4 2024: 604 institutionsQ1 2025: 597 institutionsQ2 2025: 580 institutionsQ3 2025: 602 institutionsQ4 2025: 596 institutionsQ1 2026: 617 institutionsQ2 2026: 643 institutions
Value heldQ3 2024: $20.2B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $20.2BQ4 2024: $23.4BQ1 2025: $19.7BQ2 2025: $19.5BQ3 2025: $19.3BQ4 2025: $17.8BQ1 2026: $19.0BQ2 2026: $23.3B
Institutions holding SW and their total value by quarter
QuarterHoldersValue
Q2 2026643$23.3B
Q1 2026617$19.0B
Q4 2025596$17.8B
Q3 2025602$19.3B
Q2 2025580$19.5B
Q1 2025597$19.7B
Q4 2024604$23.4B
Q3 2024507$20.2B
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q2 2024.

Institutions holding SW in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC8$00.00%+8New
Evolution Advisers, Inc.16$00.00%+16New
Dogwood Wealth Management LLC0$10.00%0New
West Branch Capital LLC1$280.00%+1New
Whittier Trust Co of Nevada Inc4$1970.00%+4New
Raleigh Capital Management Inc.5$2470.00%+5New
Thurston, Springer, Miller, Herd & Titak, Inc.9$4440.00%+9New
Compass Wealth Management LLC11$5440.00%+11New
Colonial Trust Co12$6010.00%+12New
Capital Performance Advisors LLP14$6920.00%+14New
Cornerstone Planning Group LLC17$7600.00%+17New
Valued Wealth Advisors LLC16$7910.00%+16New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC18$8890.00%+18New
Wolff Wiese Magana LLC20$9890.00%+20New
Penserra Capital Management LLC21$1.00K0.00%+21New
Coppell Advisory Solutions LLC20$1.00K0.00%+20New
Hallmark Capital Management Inc21$1.04K0.00%+21New
Boyd Watterson Asset Management LLC23$1.14K0.00%+23New
Raffa Wealth Management, LLC32$1.58K0.00%+32New
Private Trust Co NA42$2.08K0.00%+42New
Abound Wealth Management44$2.18K0.00%+44New
Dunhill Financial, LLC46$2.26K0.00%+46New
Zions Bancorporation, N.A.47$2.32K0.00%+47New
MV Capital Management, Inc.50$2.47K0.00%+50New
Harbour Investments, Inc.54$2.67K0.00%+54New
Kayne Anderson Rudnick Investment Management LLC54$2.70K0.00%+54New
WealthCollab, LLC57$2.82K0.00%+57New
HighMark Wealth Management LLC57$2.83K0.00%+57New
DT Investment Partners, LLC60$2.97K0.00%+60New
North Star Investment Management Corp.75$3.71K0.00%+75New
Proequities, Inc.78$3.85K0.00%+78New
Financial Management Professionals, Inc.73$4.00K0.00%+73New
Fortitude Family Office, LLC90$4.45K0.00%+90New
Larson Financial Group LLC93$4.60K0.00%+93New
Bell Investment Advisors, Inc93$4.60K0.00%+93New
Sunbelt Securities, Inc.96$4.74K0.00%+96New
Pin Oak Investment Advisors Inc115$5.00K0.00%+115New
Avion Wealth111$5.00K0.00%+111New
Hemington Wealth Management107$5.00K0.00%+107New
Atlas Capital Advisors LLC106$5.24K0.00%+106New
Bullock Wealth Management Group110$5.36K0.00%+110New
St. Johns Investment Management Company, LLC110$5.44K0.00%+110New
Asset Dedication, LLC115$5.68K0.00%+115New
Key Financial Inc117$5.78K0.00%+117New
Anchor Investment Management, LLC117$5.80K0.00%+117New
Eagle Bay Advisors LLC120$5.93K0.00%+120New
Main Street Group, LTD120$5.94K0.00%+120New
Continuum Advisory, LLC124$6.24K0.00%+124New
First Horizon Advisors, Inc.127$6.29K0.00%+127New
Sanctuary Wealth Management, L.L.C.131$6.47K0.00%+131New
Centerpoint Advisors, LLC150$7.00K0.00%+150New
Central Trust Co145$7.17K0.00%+145New
Delta Asset Management LLC150$7.41K0.00%+150New
ZynergyRetirementPlanningLLC155$7.66K0.01%+155New
SRS Capital Advisors, Inc.174$8.60K0.00%+174New
FinTrust Capital Advisors, LLC176$8.70K0.00%+176New
Meeder Asset Management Inc180$8.90K0.00%+180New
Annis Gardner Whiting Capital Advisors, LLC187$9.24K0.00%+187New
Trifecta Capital Advisors, LLC200$9.88K0.00%+200New
Hall Laurie J Trustee225$11.0K0.00%+225New
Financial Perspectives, Inc224$11.1K0.00%+224New
Sandy Spring Bank235$11.6K0.00%+235New
Massmutual Trust Co FSB237$11.7K0.00%+237New
Ashton Thomas Securities, LLC242$12.0K0.00%+242New
GW&K Investment Management, LLC240$12.0K0.00%+240New
CIBC Private Wealth Group, LLC264$13.1K0.00%+264New
Sound Income Strategies, LLC284$14.0K0.00%+284New
TD Waterhouse Canada Inc.300$14.6K0.00%+300New
Monetary Management Group Inc300$14.8K0.00%+300New
Householder Group Estate & Retirement Specialist, LLC305$15.0K0.00%+305New
Lindbrook Capital, LLC321$15.9K0.00%+321New
JNBA Financial Advisors322$15.9K0.00%+322New
HM Payson & Co350$17.3K0.00%+350New
NBT Bank N A356$17.6K0.00%+356New
Principal Securities, Inc.466$23.0K0.00%+466New
Eastern Bank485$24.0K0.00%+485New
Parkside Financial Bank & Trust493$24.4K0.00%+493New
Mather Group, LLC.496$24.5K0.00%+496New
Newbridge Financial Services Group, Inc.500$24.7K0.01%+500New
Carolinas Wealth Consulting LLC516$25.5K0.00%+516New
CVA Family Office, LLC528$26.1K0.00%+528New
Fairscale Capital, LLC550$27.2K0.02%+550New
ORG Wealth Partners, LLC641$31.7K0.01%+641New
Montag A & Associates Inc645$31.9K0.00%+645New
Manchester Capital Management LLC696$34.4K0.00%+696New
Waldron Private Wealth LLC699$34.5K0.00%+699New
Ancora Advisors, LLC754$37.3K0.00%+754New
Center for Financial Planning, Inc.809$40.0K0.01%+809New
Cromwell Holdings LLC847$41.9K0.03%+847New
Quadrant Capital Group LLC902$44.6K0.00%+902New
Armstrong Advisory Group, Inc907$44.8K0.00%+907New
Gen-Wealth Partners Inc955$47.8K0.02%+955New
Twin Lakes Capital Management, LLC981$48.5K0.03%+981New
Old Point Trust & Financial Services N A1,084$53.6K0.02%+1,084New
Assetmark, Inc1,192$58.9K0.00%+1,192New
Smartleaf Asset Management LLC1,256$62.9K0.01%+1,256New
IMA Wealth, Inc.1,311$64.8K0.01%+1,311New
State of Wyoming1,368$67.6K0.01%+1,368New
GWM Advisors LLC1,498$74.0K0.00%+1,498New
Parallel Advisors, LLC1,626$80.4K0.00%+1,626New