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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 643 | $23.3B |
| Q1 2026 | 617 | $19.0B |
| Q4 2025 | 596 | $17.8B |
| Q3 2025 | 602 | $19.3B |
| Q2 2025 | 580 | $19.5B |
| Q1 2025 | 597 | $19.7B |
| Q4 2024 | 604 | $23.4B |
| Q3 2024 | 507 | $20.2B |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1,667 | $82.4K | 0.00% | +1,667 | New |
| Exchange Traded Concepts, LLC | 1,686 | $83.3K | 0.00% | +1,686 | New |
| Transamerica Financial Advisors, Inc. | 1,683 | $84.0K | 0.01% | +1,683 | New |
| Global Retirement Partners, LLC | 1,774 | $87.7K | 0.00% | +1,774 | New |
| Bartlett & Co. Wealth Management LLC | 1,822 | $90.0K | 0.00% | +1,822 | New |
| BFSG, LLC | 1,825 | $90.2K | 0.01% | +1,825 | New |
| Federated Hermes, Inc. | 1,893 | $93.6K | 0.00% | +1,893 | New |
| McIlrath & Eck, LLC | 2,027 | $100.2K | 0.01% | +2,027 | New |
| Oakworth Capital, Inc. | 2,052 | $101.4K | 0.01% | +2,052 | New |
| Covestor Ltd | 2,120 | $105.0K | 0.07% | +2,120 | New |
| Sentry Investment Management LLC | 2,410 | $119.0K | 0.05% | +2,410 | New |
| Simplex Trading, LLC | 2,434 | $120.0K | 0.00% | +2,434 | New |
| Bryn Mawr Trust Co | 2,714 | $134.1K | 0.00% | +2,714 | New |
| Ossiam | 2,761 | $136.4K | 0.00% | +2,761 | New |
| Skylands Capital, LLC | 2,867 | $141.7K | 0.02% | +2,867 | New |
| GeoWealth Management, LLC | 2,893 | $143.0K | 0.01% | +2,893 | New |
| Mirova | 3,275 | $161.8K | 0.03% | +3,275 | New |
| Farmers & Merchants Investments Inc | 3,520 | $174.0K | 0.01% | +3,520 | New |
| Turim 21 Investimentos Ltda. | 3,660 | $180.9K | 0.05% | +3,660 | New |
| Evercore Wealth Management, LLC | 4,195 | $207.3K | 0.00% | +4,195 | New |
| Schonfeld Strategic Advisors LLC | 4,220 | $208.6K | 0.00% | +4,220 | New |
| Perpetual Ltd | 4,331 | $214.0K | 0.00% | +4,331 | New |
| Gsa Capital Partners LLP | 4,345 | $215.0K | 0.02% | +4,345 | New |
| Institute for Wealth Management, LLC. | 4,393 | $217.1K | 0.03% | +4,393 | New |
| Clarius Group, LLC | 4,429 | $218.5K | 0.02% | +4,429 | New |
| EverSource Wealth Advisors, LLC | 4,442 | $219.5K | 0.01% | +4,442 | New |
| Jones Financial Companies LLLP | 4,396 | $220.2K | 0.00% | +4,396 | New |
| Axxcess Wealth Management, LLC | 4,479 | $221.4K | 0.01% | +4,479 | New |
| Integrated Investment Consultants, LLC | 4,500 | $222.4K | 0.05% | +4,500 | New |
| Ci Investments Inc. | 4,525 | $224.0K | 0.00% | +4,525 | New |
| Panagora Asset Management Inc | 4,552 | $225.0K | 0.00% | +4,552 | New |
| United Capital Financial Advisers, LLC | 4,584 | $226.5K | 0.00% | +4,584 | New |
| CWM, LLC | 4,597 | $227.0K | 0.00% | +4,597 | New |
| Argent Trust Co | 4,609 | $227.8K | 0.01% | +4,609 | New |
| Dark Forest Capital Management LP | 4,663 | $230.4K | 0.03% | +4,663 | New |
| Legacy Capital Group California, Inc. | 4,764 | $235.4K | 0.08% | +4,764 | New |
| Ingalls & Snyder LLC | 4,968 | $246.0K | 0.01% | +4,968 | New |
| Edmond de Rothschild Holding S.A. | 4,927 | $246.8K | 0.00% | +4,927 | New |
| Ameritas Investment Partners, Inc. | 4,997 | $247.0K | 0.01% | +4,997 | New |
| GAMMA Investing LLC | 5,036 | $248.9K | 0.02% | +5,036 | New |
| Atomi Financial Group, Inc. | 5,070 | $250.6K | 0.02% | +5,070 | New |
| Commerzbank Aktiengesellschaft | 5,091 | $252.0K | 0.01% | +5,091 | New |
| Keybank National Association | 5,114 | $252.7K | 0.00% | +5,114 | New |
| Captrust Financial Advisors | 5,131 | $253.6K | 0.00% | +5,131 | New |
| Harbor Advisors LLC | 5,315 | $262.7K | 0.04% | +5,315 | New |
| Blackhawk Capital Partners LLC. | 5,353 | $264.5K | 0.14% | +5,353 | New |
| Vident Advisory, LLC | 5,391 | $266.4K | 0.01% | +5,391 | New |
| Commerce Bank | 5,410 | $267.4K | 0.00% | +5,410 | New |
| Stephens Inc | 5,417 | $267.7K | 0.00% | +5,417 | New |
| Wealthspire Advisors, LLC | 5,463 | $270.0K | 0.00% | +5,463 | New |
| Old National Bancorp | 5,468 | $270.2K | 0.01% | +5,468 | New |
| Legacy Financial Advisors, Inc. | 5,528 | $273.2K | 0.05% | +5,528 | New |
| Signaturefd, LLC | 5,601 | $276.8K | 0.01% | +5,601 | New |
| Van Eck Associates Corp | 5,974 | $279.0K | 0.00% | +5,974 | New |
| CAPROCK Group, Inc. | 5,686 | $281.0K | 0.01% | +5,686 | New |
| CIBC World Markets Inc. | 5,889 | $291.0K | 0.00% | +5,889 | New |
| Ostrum Asset Management | 5,939 | $293.5K | 0.02% | +5,939 | New |
| MBB Public Markets I LLC | 5,940 | $293.6K | 0.02% | +5,940 | New |
| RSM US Wealth Management LLC | 6,074 | $296.4K | 0.00% | +6,074 | New |
| Executive Wealth Management, LLC | 6,000 | $296.5K | 0.02% | +6,000 | New |
| Fiduciary Trust Co | 6,007 | $296.9K | 0.00% | +6,007 | New |
| Forum Financial Management, LP | 6,041 | $298.5K | 0.00% | +6,041 | New |
| Independent Advisor Alliance | 6,091 | $301.0K | 0.01% | +6,091 | New |
| Meeder Advisory Services, Inc. | 6,223 | $307.5K | 0.02% | +6,223 | New |
| Steward Partners Investment Advisory, LLC | 6,348 | $313.7K | 0.00% | +6,348 | New |
| XTX Topco Ltd | 6,361 | $314.4K | 0.02% | +6,361 | New |
| Optiver Holding B.V. | 6,535 | $323.0K | 0.01% | +6,535 | New |
| Diametric Capital, LP | 6,550 | $323.7K | 0.16% | +6,550 | New |
| Bessemer Group Inc | 6,574 | $325.0K | 0.00% | +6,574 | New |
| Horizon Investments, LLC | 6,694 | $330.8K | 0.01% | +6,694 | New |
| AQR Capital Management LLC | 6,877 | $339.9K | 0.00% | +6,877 | New |
| Laurion Capital Management LP | 6,938 | $342.9K | 0.02% | +6,938 | New |
| Warren Averett Asset Management, LLC | 7,030 | $347.4K | 0.01% | +7,030 | New |
| Chicago Capital, LLC | 7,075 | $349.6K | 0.01% | +7,075 | New |
| Atria Investments LLC | 7,335 | $362.5K | 0.00% | +7,335 | New |
| MONECO Advisors, LLC | 7,338 | $362.6K | 0.05% | +7,338 | New |
| TD Private Client Wealth LLC | 7,381 | $364.8K | 0.01% | +7,381 | New |
| Benjamin Edwards Inc | 7,541 | $372.7K | 0.01% | +7,541 | New |
| Cantor Fitzgerald, L. P. | 7,687 | $379.9K | 0.03% | +7,687 | New |
| Pflug Koory, LLC | 7,842 | $387.6K | 0.19% | +7,842 | New |
| Everence Capital Management Inc | 7,860 | $388.0K | 0.02% | +7,860 | New |
| Ieq Capital, LLC | 8,021 | $396.4K | 0.00% | +8,021 | New |
| Empirical Finance, LLC | 8,075 | $399.1K | 0.02% | +8,075 | New |
| Northwestern Mutual Wealth Management Co | 8,256 | $408.0K | 0.00% | +8,256 | New |
| MML Investors Services, LLC | 8,303 | $410.0K | 0.00% | +8,303 | New |
| Kestra Advisory Services, LLC | 8,465 | $418.3K | 0.00% | +8,465 | New |
| Investors Asset Management of Georgia Inc | 8,585 | $424.3K | 0.20% | +8,585 | New |
| V-Square Quantitative Management LLC | 8,596 | $424.8K | 0.06% | +8,596 | New |
| Empowered Funds, LLC | 8,625 | $426.2K | 0.01% | +8,625 | New |
| NEOS Investment Management LLC | 8,655 | $427.7K | 0.01% | +8,655 | New |
| Omers Administration Corp | 8,923 | $441.0K | 0.00% | +8,923 | New |
| Envestnet Portfolio Solutions, Inc. | 9,036 | $446.5K | 0.00% | +9,036 | New |
| Capstone Investment Advisors, LLC | 9,090 | $449.2K | 0.01% | +9,090 | New |
| Brown Advisory Inc | 9,130 | $451.2K | 0.00% | +9,130 | New |
| Fifth Third Bancorp | 9,236 | $456.4K | 0.00% | +9,236 | New |
| Marion Wealth Management | 9,300 | $459.6K | 0.12% | +9,300 | New |
| Cresset Asset Management, LLC | 9,397 | $464.4K | 0.00% | +9,397 | New |
| Radnor Capital Management, LLC | 9,635 | $476.0K | 0.07% | +9,635 | New |
| Prudential PLC | 9,642 | $476.5K | 0.00% | +9,642 | New |
| Pathstone Holdings, LLC | 9,904 | $489.5K | 0.00% | +9,904 | New |