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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 225,895 | $11.2M | 0.04% | +225,895 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 226,473 | $11.2M | 0.03% | +226,473 | New |
| Wells Fargo & Company | 245,761 | $12.1M | 0.00% | +245,761 | New |
| Mitsubishi UFJ Trust & Banking Corp | 247,786 | $12.2M | 0.03% | +247,786 | New |
| Orbis Allan Gray Ltd | 255,925 | $12.6M | 0.07% | +255,925 | New |
| Chevy Chase Trust Holdings, Inc. | 264,534 | $13.1M | 0.04% | +264,534 | New |
| Groupama Asset Managment | 336,692 | $13.5M | 0.35% | +336,692 | New |
| Swedbank AB | 276,328 | $13.7M | 0.02% | +276,328 | New |
| Wellington Management Group LLP | 273,313 | $13.7M | 0.00% | +273,313 | New |
| Voya Investment Management LLC | 278,310 | $13.8M | 0.01% | +278,310 | New |
| New York State Teachers Retirement System | 300,177 | $14.8M | 0.03% | +300,177 | New |
| Redwood Grove Capital, LLC | 318,594 | $15.7M | 4.28% | +318,594 | New |
| Access Investment Management LLC | 327,385 | $16.2M | 4.93% | +327,385 | New |
| State Board of Administration of Florida Retirement System | 328,173 | $16.2M | 0.03% | +328,173 | New |
| Boston Common Asset Management, LLC | 329,058 | $16.3M | 0.42% | +329,058 | New |
| Tredje AP-fonden | 329,987 | $16.3M | 0.15% | +329,987 | New |
| Balyasny Asset Management LLC | 336,141 | $16.6M | 0.04% | +336,141 | New |
| HSBC Holdings PLC | 352,953 | $17.6M | 0.01% | +352,953 | New |
| Paradigm Capital Management Inc | 378,880 | $18.7M | 0.83% | +378,880 | New |
| One Fin Capital Management LP | 380,000 | $18.8M | 7.09% | +380,000 | New |
| State of Wisconsin Investment Board | 386,191 | $19.1M | 0.05% | +386,191 | New |
| Moore Capital Management, LP | 390,791 | $19.3M | 0.56% | +390,791 | New |
| ABN AMRO Bank N.V. | 393,512 | $19.5M | 0.27% | +393,512 | New |
| Manufacturers Life Insurance Company, The | 399,973 | $19.8M | 0.02% | +399,973 | New |
| Sycomore Asset Management | 551,385 | $20.3M | 3.37% | +551,385 | New |
| Bank of Montreal | 406,112 | $20.3M | 0.01% | +406,112 | New |
| Arnhold LLC | 410,078 | $20.4M | 1.98% | +410,078 | New |
| SEI Investments Co | 423,699 | $20.9M | 0.03% | +423,699 | New |
| Envestnet Asset Management Inc | 450,043 | $22.2M | 0.01% | +450,043 | New |
| New York State Common Retirement Fund | 451,217 | $22.3M | 0.03% | +451,217 | New |
| Adage Capital Partners GP, L.L.C. | 465,089 | $23.0M | 0.04% | +465,089 | New |
| Jane Street Group, LLC | 470,442 | $23.2M | 0.04% | +470,442 | New |
| Storebrand Asset Management AS | 488,687 | $24.2M | 0.08% | +488,687 | New |
| Savant Capital, LLC | 495,194 | $24.5M | 0.20% | +495,194 | New |
| Flossbach Von Storch AG | 492,686 | $24.6M | 0.10% | +492,686 | New |
| UBS Asset Management Americas Inc | 500,828 | $24.8M | 0.01% | +500,828 | New |
| Scopus Asset Management, L.P. | 526,453 | $26.0M | 0.77% | +526,453 | New |
| Natixis Advisors, L.P. | 537,615 | $26.6M | 0.05% | +537,615 | New |
| Korea Investment CORP | 546,836 | $27.0M | 0.06% | +546,836 | New |
| Allianz Asset Management GmbH | 576,485 | $28.5M | 0.04% | +576,485 | New |
| Salem Investment Counselors Inc | 589,664 | $29.1M | 0.88% | +589,664 | New |
| Principal Financial Group Inc | 601,298 | $29.7M | 0.02% | +601,298 | New |
| Triodos Investment Management BV | 615,234 | $30.4M | 2.43% | +615,234 | New |
| California State Teachers Retirement System | 641,894 | $31.7M | 0.04% | +641,894 | New |
| BNP Paribas Arbitrage, SA | 678,668 | $33.5M | 0.03% | +678,668 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 706,420 | $35.0M | 0.04% | +706,420 | New |
| Melqart Asset Management (UK) Ltd | 721,736 | $35.7M | 3.50% | +721,736 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 731,342 | $36.1M | 0.04% | +731,342 | New |
| Royal Bank of Canada | 741,254 | $36.6M | 0.01% | +741,254 | New |
| J. Goldman & Co LP | 741,619 | $36.7M | 1.59% | +741,619 | New |
| Retirement Systems of Alabama | 745,869 | $36.9M | 0.14% | +745,869 | New |
| Compagnie Lombard Odier SCmA | 801,839 | $39.6M | 0.62% | +801,839 | New |
| Neuberger Berman Group LLC | 811,326 | $40.1M | 0.03% | +811,326 | New |
| Rhumbline Advisers | 860,959 | $42.5M | 0.04% | +860,959 | New |
| Price T Rowe Associates Inc | 908,054 | $44.9M | 0.01% | +908,054 | New |
| Janus Henderson Group PLC | 945,572 | $47.4M | 0.02% | +945,572 | New |
| UBS Group AG | 973,061 | $48.1M | 0.01% | +973,061 | New |
| Patten & Patten Inc | 1,002,393 | $49.5M | 3.29% | +1,002,393 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,040,665 | $51.4M | 0.04% | +1,040,665 | New |
| American Century Companies Inc | 1,065,179 | $52.6M | 0.03% | +1,065,179 | New |
| Lakewood Capital Management, LP | 1,095,797 | $54.2M | 4.41% | +1,095,797 | New |
| Aviva PLC | 1,149,458 | $57.4M | 0.15% | +1,149,458 | New |
| Cullen Capital Management LLC | 1,231,034 | $60.8M | 0.66% | +1,231,034 | New |
| Vontobel Holding Ltd. | 1,271,378 | $62.8M | 0.20% | +1,271,378 | New |
| Mackenzie Financial Corp | 1,299,295 | $64.7M | 0.09% | +1,299,295 | New |
| Zurich Insurance Group Ltd | 1,315,084 | $65.5M | 0.56% | +1,315,084 | New |
| Incentive AS | 1,487,530 | $73.5M | 44.86% | +1,487,530 | New |
| Swiss National Bank | 1,539,497 | $76.1M | 0.05% | +1,539,497 | New |
| Citigroup Inc | 1,562,261 | $77.2M | 0.07% | +1,562,261 | New |
| ARGA Investment Management, LP | 1,842,428 | $92.1M | 3.05% | +1,842,428 | New |
| Millennium Management LLC | 1,904,931 | $94.1M | 0.08% | +1,904,931 | New |
| Thompson Siegel & Walmsley LLC | 2,620,220 | $129.5M | 1.95% | +2,620,220 | New |
| Dimensional Fund Advisors LP | 2,676,609 | $132.3M | 0.03% | +2,676,609 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,770,470 | $136.9M | 0.18% | +2,770,470 | New |
| La Banque Postale Asset Management SA | 2,910,815 | $143.9M | 2.16% | +2,910,815 | New |
| Morgan Stanley | 2,965,442 | $146.6M | 0.01% | +2,965,442 | New |
| Charles Schwab Investment Management Inc | 3,059,742 | $151.2M | 0.03% | +3,059,742 | New |
| Barclays PLC | 3,460,710 | $171.0M | 0.08% | +3,460,710 | New |
| Legal & General Group Plc | 3,498,121 | $174.5M | 0.05% | +3,498,121 | New |
| Goldman Sachs Group Inc | 3,644,566 | $180.1M | 0.03% | +3,644,566 | New |
| Alliancebernstein L.P. | 3,770,025 | $186.3M | 0.06% | +3,770,025 | New |
| Ruffer LLP | 3,839,068 | $192.0M | 6.05% | +3,839,068 | New |
| Franklin Resources Inc | 4,272,935 | $198.3M | 0.06% | +4,272,935 | New |
| Northern Trust Corp | 4,011,693 | $198.3M | 0.03% | +4,011,693 | New |
| Marshall Wace, LLP | 4,161,338 | $205.7M | 0.27% | +4,161,338 | New |
| Causeway Capital Management LLC | 4,197,579 | $207.4M | 5.10% | +4,197,579 | New |
| JPMorgan Chase & Co | 4,472,396 | $221.0M | 0.02% | +4,472,396 | New |
| Nordea Investment Management AB | 4,539,119 | $227.4M | 0.26% | +4,539,119 | New |
| Lansdowne Partners (UK) LLP | 5,092,557 | $251.7M | 19.67% | +5,092,557 | New |
| Pictet Asset Management Holding SA | 5,181,903 | $256.3M | 0.28% | +5,181,903 | New |
| Amundi | 5,940,902 | $274.3M | 0.10% | +5,940,902 | New |
| Bank of America Corp | 6,225,524 | $307.7M | 0.03% | +6,225,524 | New |
| FIL Ltd | 6,517,729 | $323.5M | 0.29% | +6,517,729 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 6,896,971 | $340.8M | 6.80% | +6,896,971 | New |
| Bank of New York Mellon Corp | 7,304,149 | $361.0M | 0.07% | +7,304,149 | New |
| Deutsche Bank AG | 7,992,673 | $395.0M | 0.16% | +7,992,673 | New |
| FMR LLC | 8,726,998 | $431.7M | 0.03% | +8,726,998 | New |
| Ameriprise Financial Inc | 8,854,270 | $437.6M | 0.11% | +8,854,270 | New |
| Invesco Ltd. | 9,525,832 | $470.8M | 0.09% | +9,525,832 | New |
| Geode Capital Management, LLC | 12,733,113 | $627.2M | 0.05% | +12,733,113 | New |