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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
Kovitz Investment Group Partners, LLC53,762$2.54M0.02%+53,762New
Cambridge Investment Research Advisors, Inc.50,206$2.48M0.01%+50,206New
Mirae Asset Global ETFs Holdings Ltd.47,636$2.35M0.01%+47,636New
Burney Co46,811$2.31M0.08%+46,811New
Metis Global Partners, LLC46,712$2.31M0.07%+46,712New
Investors Research Corp44,628$2.21M0.48%+44,628New
Fruth Investment Management44,192$2.18M0.57%+44,192New
Illinois Municipal Retirement Fund43,633$2.16M0.03%+43,633New
The PNC Financial Services Group, Inc.43,171$2.13M0.00%+43,171New
Oregon Public Employees Retirement Fund42,210$2.09M0.04%+42,210New
Jefferies Financial Group Inc.41,687$2.07M0.03%+41,687New
Insight Wealth Strategies, LLC41,494$2.05M0.27%+41,494New
Adams Natural Resources Fund, Inc.41,300$2.04M0.30%+41,300New
HighTower Advisors, LLC40,687$2.01M0.00%+40,687New
Davy Global Fund Management Ltd40,580$2.01M0.21%+40,580New
Westwood Holdings Group Inc.39,021$1.93M0.01%+39,021New
Rafferty Asset Management, LLC38,083$1.88M0.01%+38,083New
Lighthouse Investment Partners, LLC37,139$1.84M0.10%+37,139New
Pacer Advisors, Inc.36,585$1.81M0.00%+36,585New
Mainstay Capital Management LLC36,383$1.80M0.30%+36,383New
Macquarie Group Ltd35,450$1.76M0.00%+35,450New
Timucuan Asset Management Inc35,000$1.73M0.05%+35,000New
Lowe Brockenbrough & Co Inc34,449$1.70M0.11%+34,449New
Kentucky Retirement Systems34,372$1.70M0.05%+34,372New
CI Private Wealth, LLC34,312$1.70M0.00%+34,312New
Weiss Asset Management LP34,269$1.69M0.04%+34,269New
Toroso Investments, LLC34,015$1.68M0.02%+34,015New
Mirae Asset Global Investments Co., Ltd.32,906$1.65M0.01%+32,906New
Janney Montgomery Scott LLC32,478$1.60M0.00%+32,478New
Mizuho Securities USA LLC31,994$1.58M0.03%+31,994New
Advisor Group Holdings, Inc.31,284$1.55M0.00%+31,284New
Tower Research Capital LLC (TRC)31,144$1.54M0.04%+31,144New
Glenmede Trust Co NA31,104$1.54M0.01%+31,104New
Atom Investors LP30,091$1.49M0.16%+30,091New
Pictet & Cie (Europe) SA29,938$1.48M0.03%+29,938New
Quantinno Capital Management LP29,883$1.48M0.02%+29,883New
Maryland State Retirement & Pension System29,799$1.47M0.03%+29,799New
Meiji Yasuda Life Insurance Co29,018$1.43M0.03%+29,018New
Transform Wealth, LLC28,812$1.42M0.09%+28,812New
Canal Capital Management, LLC28,582$1.41M0.23%+28,582New
USS Investment Management Ltd28,095$1.40M0.01%+28,095New
J. Safra Sarasin Holding AG28,202$1.39M0.02%+28,202New
Public Employees Retirement Association of Colorado28,182$1.39M0.01%+28,182New
Louisiana State Employees Retirement System27,800$1.37M0.03%+27,800New
Cetera Investment Advisers27,194$1.34M0.00%+27,194New
First Trust Advisors LP25,119$1.26M0.00%+25,119New
New Mexico Educational Retirement Board25,385$1.25M0.04%+25,385New
JustInvest LLC25,341$1.25M0.02%+25,341New
Weatherly Asset Management L. P.24,846$1.23M0.11%+24,846New
Sterling Capital Management LLC24,426$1.21M0.02%+24,426New
Silvercrest Asset Management Group LLC23,000$1.14M0.01%+23,000New
Squarepoint Ops LLC22,959$1.13M0.00%+22,959New
Cerity Partners LLC22,748$1.12M0.00%+22,748New
Allspring Global Investments Holdings, LLC22,461$1.11M0.00%+22,461New
Paradigm Asset Management Co LLC21,900$1.10M0.29%+21,900New
Diligent Investors, LLC22,110$1.09M0.25%+22,110New
Mariner, LLC20,955$1.04M0.00%+20,955New
O'Shaughnessy Asset Management, LLC22,717$1.03M0.01%+22,717New
Aster Capital Management (DIFC) Ltd20,431$1.01M0.22%+20,431New
Teachers Retirement System of the State of Kentucky20,382$1.01M0.01%+20,382New
Truist Financial Corp20,202$998.4K0.00%+20,202New
Thrivent Financial for Lutherans19,360$957.0K0.00%+19,360New
AlphaStar Capital Management, LLC19,113$944.5K0.07%+19,113New
626 Financial, LLC18,977$937.8K0.52%+18,977New
Recurrent Investment Advisors LLC18,452$911.9K0.09%+18,452New
Y-Intercept (Hong Kong) Ltd18,406$909.6K0.06%+18,406New
Old Mission Capital LLC18,073$893.2K0.02%+18,073New
Public Sector Pension Investment Board18,064$892.7K0.00%+18,064New
Norinchukin Bank, The17,850$882.1K0.02%+17,850New
Assenagon Asset Management S.A.17,607$870.1K0.00%+17,607New
Synovus Financial Corp17,353$857.6K0.01%+17,353New
Investment Management Corp of Ontario17,240$852.0K0.02%+17,240New
SG Americas Securities, LLC17,064$843.0K0.00%+17,064New
Creative Planning16,677$824.2K0.00%+16,677New
Tokio Marine Asset Management Co Ltd16,129$797.1K0.03%+16,129New
US Bancorp16,001$790.8K0.00%+16,001New
IFP Advisors, Inc15,816$781.6K0.03%+15,816New
Rockefeller Capital Management L.P.15,641$773.0K0.00%+15,641New
Icon Wealth Advisors, LLC15,506$766.3K0.06%+15,506New
Crossmark Global Holdings, Inc.15,253$754.0K0.01%+15,253New
Carmignac Gestion14,928$737.7K0.01%+14,928New
South Dakota Investment Council14,914$737.0K0.01%+14,914New
Kentucky Retirement Systems Insurance Trust Fund14,608$721.9K0.05%+14,608New
Profund Advisors LLC13,888$686.3K0.03%+13,888New
Contravisory Investment Management, Inc.13,824$683.2K0.15%+13,824New
Diversified Trust Co13,561$670.2K0.02%+13,561New
Sapience Investments, LLC13,456$665.0K0.33%+13,456New
Federation des caisses Desjardins du Quebec13,170$650.7K0.00%+13,170New
Patten Group, Inc.12,393$612.5K0.14%+12,393New
Raymond James Trust N.A.12,385$612.1K0.01%+12,385New
Intech Investment Management LLC12,083$597.1K0.01%+12,083New
Hartford Financial Management Inc.12,050$595.5K0.12%+12,050New
Winton Group Ltd11,597$573.1K0.04%+11,597New
Park Avenue Securities LLC11,359$561.0K0.01%+11,359New
Boothbay Fund Management, LLC11,232$555.1K0.02%+11,232New
Merit Financial Group, LLC10,991$543.2K0.01%+10,991New
Nisa Investment Advisors, LLC10,969$542.1K0.00%+10,969New
National Bank of Canada10,873$537.3K0.00%+10,873New
United Services Automobile Association10,832$535.3K0.01%+10,832New
Catalytic Wealth RIA, LLC10,519$519.8K0.09%+10,519New