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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 264,534 | $13.1M | 0.04% | +264,534 | New |
| Orbis Allan Gray Ltd | 255,925 | $12.6M | 0.07% | +255,925 | New |
| Mitsubishi UFJ Trust & Banking Corp | 247,786 | $12.2M | 0.03% | +247,786 | New |
| Wells Fargo & Company | 245,761 | $12.1M | 0.00% | +245,761 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 226,473 | $11.2M | 0.03% | +226,473 | New |
| Treasurer of the State of North Carolina | 225,895 | $11.2M | 0.04% | +225,895 | New |
| State of Tennessee, Treasury Department | 204,629 | $10.1M | 0.04% | +204,629 | New |
| Danske Bank A/S | 202,138 | $9.99M | 0.03% | +202,138 | New |
| Swiss Life Asset Management Ltd | 201,639 | $9.96M | 0.11% | +201,639 | New |
| Riposte Capital LLC | 200,000 | $9.88M | 5.05% | +200,000 | New |
| Holowesko Partners Ltd. | 197,338 | $9.75M | 5.16% | +197,338 | New |
| KBC Group NV | 196,739 | $9.72M | 0.03% | +196,739 | New |
| State of New Jersey Common Pension Fund D | 193,382 | $9.56M | 0.04% | +193,382 | New |
| Private Management Group Inc | 190,302 | $9.40M | 0.33% | +190,302 | New |
| Public Employees Retirement System of Ohio | 187,764 | $9.28M | 0.04% | +187,764 | New |
| M&G Plc | 188,841 | $9.25M | 0.05% | +188,841 | New |
| Asset Management One Co.,Ltd. | 185,904 | $9.19M | 0.03% | +185,904 | New |
| Credit Agricole S A | 185,175 | $9.15M | 0.05% | +185,175 | New |
| Van Den Berg Management I, Inc | 184,495 | $9.12M | 2.64% | +184,495 | New |
| Fuller & Thaler Asset Management, Inc. | 176,959 | $8.75M | 0.03% | +176,959 | New |
| Russell Investments Group, Ltd. | 174,077 | $8.65M | 0.01% | +174,077 | New |
| AMF Pensionsforsakring AB | 172,223 | $8.52M | 0.06% | +172,223 | New |
| Teacher Retirement System of Texas | 167,573 | $8.28M | 0.04% | +167,573 | New |
| Oppenheimer Asset Management Inc. | 167,559 | $8.28M | 0.10% | +167,559 | New |
| Nomura Asset Management Co Ltd | 160,697 | $7.94M | 0.02% | +160,697 | New |
| Arizona State Retirement System | 148,786 | $7.35M | 0.05% | +148,786 | New |
| Gateway Investment Advisers LLC | 142,915 | $7.06M | 0.08% | +142,915 | New |
| Banque Pictet & Cie SA | 141,044 | $6.97M | 0.07% | +141,044 | New |
| State of Michigan Retirement System | 140,064 | $6.92M | 0.03% | +140,064 | New |
| TD Asset Management Inc | 136,025 | $6.81M | 0.01% | +136,025 | New |
| Caisse de Depot Et Placement du Quebec | 135,662 | $6.70M | 0.01% | +135,662 | New |
| Edentree Asset Management Ltd | 133,500 | $6.59M | 1.91% | +133,500 | New |
| Man Group plc | 132,922 | $6.57M | 0.02% | +132,922 | New |
| KWMG, LLC | 131,376 | $6.49M | 0.65% | +131,376 | New |
| APG Asset Management N.V. | 145,485 | $6.44M | 0.04% | +145,485 | New |
| Ensign Peak Advisors, Inc | 130,175 | $6.43M | 0.01% | +130,175 | New |
| MetLife Investment Management | 128,702 | $6.36M | 0.04% | +128,702 | New |
| Robeco Institutional Asset Management B.V. | 128,160 | $6.33M | 0.01% | +128,160 | New |
| Wharton Business Group, LLC | 127,586 | $6.30M | 0.28% | +127,586 | New |
| Jupiter Asset Management Ltd | 124,996 | $6.18M | 0.05% | +124,996 | New |
| Corebridge Financial, Inc. | 122,678 | $6.06M | 0.03% | +122,678 | New |
| Victory Capital Management Inc | 120,505 | $5.96M | 0.01% | +120,505 | New |
| Rathbone Brothers plc | 113,090 | $5.67M | 0.03% | +113,090 | New |
| Forsta Ap-Fonden | 110,800 | $5.48M | 0.04% | +110,800 | New |
| Meiji Yasuda Asset Management Co Ltd. | 108,021 | $5.34M | 0.20% | +108,021 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,406 | $5.31M | 0.03% | +107,406 | New |
| Xponance, Inc. | 106,066 | $5.24M | 0.05% | +106,066 | New |
| Czech National Bank | 100,508 | $4.97M | 0.05% | +100,508 | New |
| Lazard Asset Management LLC | 100,473 | $4.96M | 0.01% | +100,473 | New |
| De Lisle Partners LLP | 100,000 | $4.94M | 0.80% | +100,000 | New |
| DnB Asset Management AS | 98,777 | $4.88M | 0.02% | +98,777 | New |
| Amalgamated Bank | 98,218 | $4.85M | 0.04% | +98,218 | New |
| Manning & Napier Advisors LLC | 95,674 | $4.73M | 0.05% | +95,674 | New |
| Hartree Partners, LP | 93,304 | $4.61M | 1.32% | +93,304 | New |
| Susquehanna International Group, LLP | 93,171 | $4.60M | 0.01% | +93,171 | New |
| Troluce Capital Advisors LLC | 92,696 | $4.58M | 0.82% | +92,696 | New |
| Wealth Enhancement Advisory Services, LLC | 92,302 | $4.56M | 0.01% | +92,302 | New |
| Stifel Financial Corp | 86,929 | $4.30M | 0.00% | +86,929 | New |
| British Columbia Investment Management Corp | 86,660 | $4.28M | 0.03% | +86,660 | New |
| Letko, Brosseau & Associates Inc | 83,825 | $4.14M | 0.08% | +83,825 | New |
| Andra AP-fonden | 83,600 | $4.13M | 0.06% | +83,600 | New |
| Polar Asset Management Partners Inc. | 82,600 | $4.08M | 0.10% | +82,600 | New |
| LPL Financial LLC | 82,021 | $4.05M | 0.00% | +82,021 | New |
| National Pension Service | 80,612 | $3.98M | 0.00% | +80,612 | New |
| Bridgewater Associates, LP | 80,596 | $3.98M | 0.02% | +80,596 | New |
| Sage Capital Advisors,llc | 79,506 | $3.93M | 1.03% | +79,506 | New |
| Verition Fund Management LLC | 78,887 | $3.90M | 0.03% | +78,887 | New |
| ProShare Advisors LLC | 77,123 | $3.81M | 0.01% | +77,123 | New |
| Old North State Wealth Management, LLC | 76,651 | $3.79M | 2.12% | +76,651 | New |
| M&T Bank Corp | 74,866 | $3.73M | 0.01% | +74,866 | New |
| Commonwealth Equity Services, LLC | 75,123 | $3.71M | 0.01% | +75,123 | New |
| CIBC Asset Management Inc | 72,654 | $3.59M | 0.01% | +72,654 | New |
| CIBC World Markets Corp | 68,498 | $3.39M | 0.02% | +68,498 | New |
| Group One Trading, L.P. | 66,988 | $3.31M | 0.13% | +66,988 | New |
| Mercer Global Advisors Inc | 67,612 | $3.30M | 0.01% | +67,612 | New |
| Prudential Financial Inc | 66,561 | $3.29M | 0.00% | +66,561 | New |
| New York Life Investment Management LLC | 66,447 | $3.28M | 0.03% | +66,447 | New |
| ING Groep NV | 65,986 | $3.26M | 0.02% | +65,986 | New |
| Richard P Slaughter Associates Inc | 65,360 | $3.23M | 0.75% | +65,360 | 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 |
| SWS Partners | 64,725 | $3.20M | 1.02% | +64,725 | New |
| AXA S.A. | 64,422 | $3.18M | 0.01% | +64,422 | New |
| Uniplan Investment Counsel, Inc. | 63,126 | $3.12M | 0.27% | +63,126 | New |
| BIP Wealth, LLC | 63,079 | $3.12M | 0.21% | +63,079 | New |
| Nissay Asset Management Corp | 62,082 | $3.07M | 0.02% | +62,082 | New |
| Hudson Bay Capital Management LP | 60,000 | $2.97M | 0.02% | +60,000 | New |
| Yousif Capital Management, LLC | 59,390 | $2.94M | 0.03% | +59,390 | New |
| Mesirow Institutional Investment Management, Inc. | 57,828 | $2.86M | 0.22% | +57,828 | New |
| State of Alaska, Department of Revenue | 57,314 | $2.83M | 0.03% | +57,314 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,108 | $2.82M | 0.03% | +57,108 | New |
| Lombard Odier Asset Management (Europe) Ltd | 56,995 | $2.82M | 0.13% | +56,995 | New |
| Utah Retirement Systems | 56,320 | $2.78M | 0.03% | +56,320 | New |
| Twin Capital Management Inc | 55,646 | $2.75M | 0.31% | +55,646 | New |
| Davenport & Co LLC | 55,599 | $2.75M | 0.02% | +55,599 | New |
| Beverly Hills Private Wealth, LLC | 55,583 | $2.75M | 0.56% | +55,583 | New |
| Guggenheim Capital LLC | 55,424 | $2.74M | 0.02% | +55,424 | New |
| Tocqueville Asset Management L.P. | 55,033 | $2.72M | 0.04% | +55,033 | New |
| Standard Life Aberdeen plc | 54,011 | $2.71M | 0.00% | +54,011 | New |
| Werlinich Asset Management, LLC | 51,900 | $2.56M | 1.49% | +51,900 | New |