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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 10,518 | $519.8K | 0.03% | +10,518 | New |
| Citizens Financial Group Inc | 10,517 | $519.7K | 0.01% | +10,517 | New |
| Kimelman & Baird, LLC | 10,340 | $511.0K | 0.04% | +10,340 | New |
| Vestcor Inc | 10,313 | $510.0K | 0.02% | +10,313 | New |
| HAP Trading, LLC | 10,087 | $498.5K | 0.25% | +10,087 | New |
| McDonald Partners LLC | 10,000 | $494.2K | 0.12% | +10,000 | New |
| Pathstone Holdings, LLC | 9,904 | $489.5K | 0.00% | +9,904 | New |
| Prudential PLC | 9,642 | $476.5K | 0.00% | +9,642 | New |
| Radnor Capital Management, LLC | 9,635 | $476.0K | 0.07% | +9,635 | New |
| Cresset Asset Management, LLC | 9,397 | $464.4K | 0.00% | +9,397 | New |
| Marion Wealth Management | 9,300 | $459.6K | 0.12% | +9,300 | New |
| Fifth Third Bancorp | 9,236 | $456.4K | 0.00% | +9,236 | New |
| Brown Advisory Inc | 9,130 | $451.2K | 0.00% | +9,130 | New |
| Capstone Investment Advisors, LLC | 9,090 | $449.2K | 0.01% | +9,090 | New |
| Envestnet Portfolio Solutions, Inc. | 9,036 | $446.5K | 0.00% | +9,036 | New |
| Omers Administration Corp | 8,923 | $441.0K | 0.00% | +8,923 | New |
| NEOS Investment Management LLC | 8,655 | $427.7K | 0.01% | +8,655 | New |
| Empowered Funds, LLC | 8,625 | $426.2K | 0.01% | +8,625 | New |
| V-Square Quantitative Management LLC | 8,596 | $424.8K | 0.06% | +8,596 | New |
| Investors Asset Management of Georgia Inc | 8,585 | $424.3K | 0.20% | +8,585 | New |
| Kestra Advisory Services, LLC | 8,465 | $418.3K | 0.00% | +8,465 | New |
| MML Investors Services, LLC | 8,303 | $410.0K | 0.00% | +8,303 | New |
| Northwestern Mutual Wealth Management Co | 8,256 | $408.0K | 0.00% | +8,256 | New |
| Empirical Finance, LLC | 8,075 | $399.1K | 0.02% | +8,075 | New |
| Ieq Capital, LLC | 8,021 | $396.4K | 0.00% | +8,021 | New |
| Everence Capital Management Inc | 7,860 | $388.0K | 0.02% | +7,860 | New |
| Pflug Koory, LLC | 7,842 | $387.6K | 0.19% | +7,842 | New |
| Cantor Fitzgerald, L. P. | 7,687 | $379.9K | 0.03% | +7,687 | New |
| Benjamin Edwards Inc | 7,541 | $372.7K | 0.01% | +7,541 | New |
| TD Private Client Wealth LLC | 7,381 | $364.8K | 0.01% | +7,381 | New |
| MONECO Advisors, LLC | 7,338 | $362.6K | 0.05% | +7,338 | New |
| Atria Investments LLC | 7,335 | $362.5K | 0.00% | +7,335 | New |
| Chicago Capital, LLC | 7,075 | $349.6K | 0.01% | +7,075 | New |
| Warren Averett Asset Management, LLC | 7,030 | $347.4K | 0.01% | +7,030 | New |
| Laurion Capital Management LP | 6,938 | $342.9K | 0.02% | +6,938 | New |
| AQR Capital Management LLC | 6,877 | $339.9K | 0.00% | +6,877 | New |
| Horizon Investments, LLC | 6,694 | $330.8K | 0.01% | +6,694 | New |
| Bessemer Group Inc | 6,574 | $325.0K | 0.00% | +6,574 | New |
| Diametric Capital, LP | 6,550 | $323.7K | 0.16% | +6,550 | New |
| Optiver Holding B.V. | 6,535 | $323.0K | 0.01% | +6,535 | New |
| XTX Topco Ltd | 6,361 | $314.4K | 0.02% | +6,361 | New |
| Steward Partners Investment Advisory, LLC | 6,348 | $313.7K | 0.00% | +6,348 | New |
| Meeder Advisory Services, Inc. | 6,223 | $307.5K | 0.02% | +6,223 | New |
| Independent Advisor Alliance | 6,091 | $301.0K | 0.01% | +6,091 | New |
| Forum Financial Management, LP | 6,041 | $298.5K | 0.00% | +6,041 | New |
| Fiduciary Trust Co | 6,007 | $296.9K | 0.00% | +6,007 | New |
| Executive Wealth Management, LLC | 6,000 | $296.5K | 0.02% | +6,000 | New |
| RSM US Wealth Management LLC | 6,074 | $296.4K | 0.00% | +6,074 | New |
| MBB Public Markets I LLC | 5,940 | $293.6K | 0.02% | +5,940 | New |
| Ostrum Asset Management | 5,939 | $293.5K | 0.02% | +5,939 | New |
| CIBC World Markets Inc. | 5,889 | $291.0K | 0.00% | +5,889 | New |
| CAPROCK Group, Inc. | 5,686 | $281.0K | 0.01% | +5,686 | New |
| Van Eck Associates Corp | 5,974 | $279.0K | 0.00% | +5,974 | New |
| Signaturefd, LLC | 5,601 | $276.8K | 0.01% | +5,601 | New |
| Legacy Financial Advisors, Inc. | 5,528 | $273.2K | 0.05% | +5,528 | New |
| Old National Bancorp | 5,468 | $270.2K | 0.01% | +5,468 | New |
| Wealthspire Advisors, LLC | 5,463 | $270.0K | 0.00% | +5,463 | New |
| Stephens Inc | 5,417 | $267.7K | 0.00% | +5,417 | New |
| Commerce Bank | 5,410 | $267.4K | 0.00% | +5,410 | New |
| Vident Advisory, LLC | 5,391 | $266.4K | 0.01% | +5,391 | New |
| Blackhawk Capital Partners LLC. | 5,353 | $264.5K | 0.14% | +5,353 | New |
| Harbor Advisors LLC | 5,315 | $262.7K | 0.04% | +5,315 | New |
| Captrust Financial Advisors | 5,131 | $253.6K | 0.00% | +5,131 | New |
| Keybank National Association | 5,114 | $252.7K | 0.00% | +5,114 | New |
| Commerzbank Aktiengesellschaft | 5,091 | $252.0K | 0.01% | +5,091 | New |
| Atomi Financial Group, Inc. | 5,070 | $250.6K | 0.02% | +5,070 | New |
| GAMMA Investing LLC | 5,036 | $248.9K | 0.02% | +5,036 | New |
| Ameritas Investment Partners, Inc. | 4,997 | $247.0K | 0.01% | +4,997 | New |
| Edmond de Rothschild Holding S.A. | 4,927 | $246.8K | 0.00% | +4,927 | New |
| Ingalls & Snyder LLC | 4,968 | $246.0K | 0.01% | +4,968 | New |
| Legacy Capital Group California, Inc. | 4,764 | $235.4K | 0.08% | +4,764 | New |
| Dark Forest Capital Management LP | 4,663 | $230.4K | 0.03% | +4,663 | New |
| Argent Trust Co | 4,609 | $227.8K | 0.01% | +4,609 | New |
| CWM, LLC | 4,597 | $227.0K | 0.00% | +4,597 | New |
| United Capital Financial Advisers, LLC | 4,584 | $226.5K | 0.00% | +4,584 | New |
| Panagora Asset Management Inc | 4,552 | $225.0K | 0.00% | +4,552 | New |
| Ci Investments Inc. | 4,525 | $224.0K | 0.00% | +4,525 | New |
| Integrated Investment Consultants, LLC | 4,500 | $222.4K | 0.05% | +4,500 | New |
| Axxcess Wealth Management, LLC | 4,479 | $221.4K | 0.01% | +4,479 | New |
| Jones Financial Companies LLLP | 4,396 | $220.2K | 0.00% | +4,396 | New |
| EverSource Wealth Advisors, LLC | 4,442 | $219.5K | 0.01% | +4,442 | New |
| Clarius Group, LLC | 4,429 | $218.5K | 0.02% | +4,429 | New |
| Institute for Wealth Management, LLC. | 4,393 | $217.1K | 0.03% | +4,393 | New |
| Gsa Capital Partners LLP | 4,345 | $215.0K | 0.02% | +4,345 | New |
| Perpetual Ltd | 4,331 | $214.0K | 0.00% | +4,331 | New |
| Schonfeld Strategic Advisors LLC | 4,220 | $208.6K | 0.00% | +4,220 | New |
| Evercore Wealth Management, LLC | 4,195 | $207.3K | 0.00% | +4,195 | New |
| Turim 21 Investimentos Ltda. | 3,660 | $180.9K | 0.05% | +3,660 | New |
| Farmers & Merchants Investments Inc | 3,520 | $174.0K | 0.01% | +3,520 | New |
| Mirova | 3,275 | $161.8K | 0.03% | +3,275 | New |
| GeoWealth Management, LLC | 2,893 | $143.0K | 0.01% | +2,893 | New |
| Skylands Capital, LLC | 2,867 | $141.7K | 0.02% | +2,867 | New |
| Ossiam | 2,761 | $136.4K | 0.00% | +2,761 | New |
| Bryn Mawr Trust Co | 2,714 | $134.1K | 0.00% | +2,714 | New |
| Simplex Trading, LLC | 2,434 | $120.0K | 0.00% | +2,434 | New |
| Sentry Investment Management LLC | 2,410 | $119.0K | 0.05% | +2,410 | New |
| Covestor Ltd | 2,120 | $105.0K | 0.07% | +2,120 | New |
| Oakworth Capital, Inc. | 2,052 | $101.4K | 0.01% | +2,052 | New |
| McIlrath & Eck, LLC | 2,027 | $100.2K | 0.01% | +2,027 | New |
| Federated Hermes, Inc. | 1,893 | $93.6K | 0.00% | +1,893 | New |