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 |
|---|---|---|---|---|---|
| Investors Research Corp | 44,628 | $2.21M | 0.48% | +44,628 | New |
| Metis Global Partners, LLC | 46,712 | $2.31M | 0.07% | +46,712 | New |
| Burney Co | 46,811 | $2.31M | 0.08% | +46,811 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 47,636 | $2.35M | 0.01% | +47,636 | New |
| Cambridge Investment Research Advisors, Inc. | 50,206 | $2.48M | 0.01% | +50,206 | New |
| Kovitz Investment Group Partners, LLC | 53,762 | $2.54M | 0.02% | +53,762 | New |
| Werlinich Asset Management, LLC | 51,900 | $2.56M | 1.49% | +51,900 | New |
| Standard Life Aberdeen plc | 54,011 | $2.71M | 0.00% | +54,011 | New |
| Tocqueville Asset Management L.P. | 55,033 | $2.72M | 0.04% | +55,033 | New |
| Guggenheim Capital LLC | 55,424 | $2.74M | 0.02% | +55,424 | New |
| Beverly Hills Private Wealth, LLC | 55,583 | $2.75M | 0.56% | +55,583 | New |
| Davenport & Co LLC | 55,599 | $2.75M | 0.02% | +55,599 | New |
| Twin Capital Management Inc | 55,646 | $2.75M | 0.31% | +55,646 | New |
| Utah Retirement Systems | 56,320 | $2.78M | 0.03% | +56,320 | New |
| Lombard Odier Asset Management (Europe) Ltd | 56,995 | $2.82M | 0.13% | +56,995 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,108 | $2.82M | 0.03% | +57,108 | New |
| State of Alaska, Department of Revenue | 57,314 | $2.83M | 0.03% | +57,314 | New |
| Mesirow Institutional Investment Management, Inc. | 57,828 | $2.86M | 0.22% | +57,828 | New |
| Yousif Capital Management, LLC | 59,390 | $2.94M | 0.03% | +59,390 | New |
| Hudson Bay Capital Management LP | 60,000 | $2.97M | 0.02% | +60,000 | New |
| Nissay Asset Management Corp | 62,082 | $3.07M | 0.02% | +62,082 | New |
| BIP Wealth, LLC | 63,079 | $3.12M | 0.21% | +63,079 | New |
| Uniplan Investment Counsel, Inc. | 63,126 | $3.12M | 0.27% | +63,126 | New |
| AXA S.A. | 64,422 | $3.18M | 0.01% | +64,422 | New |
| SWS Partners | 64,725 | $3.20M | 1.02% | +64,725 | New |
| UBS Oconnor LLC | 65,000 | $3.21M | 0.08% | +65,000 | New |
| Jade Capital Advisors, LLC | 65,000 | $3.21M | 2.09% | +65,000 | New |
| Richard P Slaughter Associates Inc | 65,360 | $3.23M | 0.75% | +65,360 | New |
| ING Groep NV | 65,986 | $3.26M | 0.02% | +65,986 | New |
| New York Life Investment Management LLC | 66,447 | $3.28M | 0.03% | +66,447 | New |
| Prudential Financial Inc | 66,561 | $3.29M | 0.00% | +66,561 | New |
| Mercer Global Advisors Inc | 67,612 | $3.30M | 0.01% | +67,612 | New |
| Group One Trading, L.P. | 66,988 | $3.31M | 0.13% | +66,988 | New |
| CIBC World Markets Corp | 68,498 | $3.39M | 0.02% | +68,498 | New |
| CIBC Asset Management Inc | 72,654 | $3.59M | 0.01% | +72,654 | New |
| Commonwealth Equity Services, LLC | 75,123 | $3.71M | 0.01% | +75,123 | New |
| M&T Bank Corp | 74,866 | $3.73M | 0.01% | +74,866 | New |
| Old North State Wealth Management, LLC | 76,651 | $3.79M | 2.12% | +76,651 | New |
| ProShare Advisors LLC | 77,123 | $3.81M | 0.01% | +77,123 | New |
| Verition Fund Management LLC | 78,887 | $3.90M | 0.03% | +78,887 | New |
| Sage Capital Advisors,llc | 79,506 | $3.93M | 1.03% | +79,506 | New |
| Bridgewater Associates, LP | 80,596 | $3.98M | 0.02% | +80,596 | New |
| National Pension Service | 80,612 | $3.98M | 0.00% | +80,612 | New |
| LPL Financial LLC | 82,021 | $4.05M | 0.00% | +82,021 | New |
| Polar Asset Management Partners Inc. | 82,600 | $4.08M | 0.10% | +82,600 | New |
| Andra AP-fonden | 83,600 | $4.13M | 0.06% | +83,600 | New |
| Letko, Brosseau & Associates Inc | 83,825 | $4.14M | 0.08% | +83,825 | New |
| British Columbia Investment Management Corp | 86,660 | $4.28M | 0.03% | +86,660 | New |
| Stifel Financial Corp | 86,929 | $4.30M | 0.00% | +86,929 | New |
| Wealth Enhancement Advisory Services, LLC | 92,302 | $4.56M | 0.01% | +92,302 | New |
| Troluce Capital Advisors LLC | 92,696 | $4.58M | 0.82% | +92,696 | New |
| Susquehanna International Group, LLP | 93,171 | $4.60M | 0.01% | +93,171 | New |
| Hartree Partners, LP | 93,304 | $4.61M | 1.32% | +93,304 | New |
| Manning & Napier Advisors LLC | 95,674 | $4.73M | 0.05% | +95,674 | New |
| Amalgamated Bank | 98,218 | $4.85M | 0.04% | +98,218 | New |
| DnB Asset Management AS | 98,777 | $4.88M | 0.02% | +98,777 | New |
| De Lisle Partners LLP | 100,000 | $4.94M | 0.80% | +100,000 | New |
| Lazard Asset Management LLC | 100,473 | $4.96M | 0.01% | +100,473 | New |
| Czech National Bank | 100,508 | $4.97M | 0.05% | +100,508 | New |
| Xponance, Inc. | 106,066 | $5.24M | 0.05% | +106,066 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,406 | $5.31M | 0.03% | +107,406 | New |
| Meiji Yasuda Asset Management Co Ltd. | 108,021 | $5.34M | 0.20% | +108,021 | New |
| Forsta Ap-Fonden | 110,800 | $5.48M | 0.04% | +110,800 | New |
| Rathbone Brothers plc | 113,090 | $5.67M | 0.03% | +113,090 | New |
| Victory Capital Management Inc | 120,505 | $5.96M | 0.01% | +120,505 | New |
| Corebridge Financial, Inc. | 122,678 | $6.06M | 0.03% | +122,678 | New |
| Jupiter Asset Management Ltd | 124,996 | $6.18M | 0.05% | +124,996 | New |
| Wharton Business Group, LLC | 127,586 | $6.30M | 0.28% | +127,586 | New |
| Robeco Institutional Asset Management B.V. | 128,160 | $6.33M | 0.01% | +128,160 | New |
| MetLife Investment Management | 128,702 | $6.36M | 0.04% | +128,702 | New |
| Ensign Peak Advisors, Inc | 130,175 | $6.43M | 0.01% | +130,175 | New |
| APG Asset Management N.V. | 145,485 | $6.44M | 0.04% | +145,485 | New |
| KWMG, LLC | 131,376 | $6.49M | 0.65% | +131,376 | New |
| Man Group plc | 132,922 | $6.57M | 0.02% | +132,922 | New |
| Edentree Asset Management Ltd | 133,500 | $6.59M | 1.91% | +133,500 | New |
| Caisse de Depot Et Placement du Quebec | 135,662 | $6.70M | 0.01% | +135,662 | New |
| TD Asset Management Inc | 136,025 | $6.81M | 0.01% | +136,025 | New |
| State of Michigan Retirement System | 140,064 | $6.92M | 0.03% | +140,064 | New |
| Banque Pictet & Cie SA | 141,044 | $6.97M | 0.07% | +141,044 | New |
| Gateway Investment Advisers LLC | 142,915 | $7.06M | 0.08% | +142,915 | New |
| Arizona State Retirement System | 148,786 | $7.35M | 0.05% | +148,786 | New |
| Nomura Asset Management Co Ltd | 160,697 | $7.94M | 0.02% | +160,697 | New |
| Oppenheimer Asset Management Inc. | 167,559 | $8.28M | 0.10% | +167,559 | New |
| Teacher Retirement System of Texas | 167,573 | $8.28M | 0.04% | +167,573 | New |
| AMF Pensionsforsakring AB | 172,223 | $8.52M | 0.06% | +172,223 | New |
| Russell Investments Group, Ltd. | 174,077 | $8.65M | 0.01% | +174,077 | New |
| Fuller & Thaler Asset Management, Inc. | 176,959 | $8.75M | 0.03% | +176,959 | New |
| Van Den Berg Management I, Inc | 184,495 | $9.12M | 2.64% | +184,495 | New |
| Credit Agricole S A | 185,175 | $9.15M | 0.05% | +185,175 | New |
| Asset Management One Co.,Ltd. | 185,904 | $9.19M | 0.03% | +185,904 | New |
| M&G Plc | 188,841 | $9.25M | 0.05% | +188,841 | New |
| Public Employees Retirement System of Ohio | 187,764 | $9.28M | 0.04% | +187,764 | New |
| Private Management Group Inc | 190,302 | $9.40M | 0.33% | +190,302 | New |
| State of New Jersey Common Pension Fund D | 193,382 | $9.56M | 0.04% | +193,382 | New |
| KBC Group NV | 196,739 | $9.72M | 0.03% | +196,739 | New |
| Holowesko Partners Ltd. | 197,338 | $9.75M | 5.16% | +197,338 | New |
| Riposte Capital LLC | 200,000 | $9.88M | 5.05% | +200,000 | New |
| Swiss Life Asset Management Ltd | 201,639 | $9.96M | 0.11% | +201,639 | New |
| Danske Bank A/S | 202,138 | $9.99M | 0.03% | +202,138 | New |
| State of Tennessee, Treasury Department | 204,629 | $10.1M | 0.04% | +204,629 | New |