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, Q4 2024
Institutional positions in Smurfit Westrock plc as of Dec 31, 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
- 604
- +100 vs. Q3 2024
- Shares held
- 438.7M
- +16.1M (+3.8%) vs. Q3 2024
- Total value
- $23.6B
- −$52.8M (−0.2%) vs. Q3 2024
- New holders
- 151
- 195 more added
- Sold out
- 51
- 187 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $19.6B |
| Q2 2025 | 580 | $19.5B |
| Q1 2025 | 596 | $19.7B |
| Q4 2024 | 604 | $23.6B |
| Q3 2024 | 507 | $23.7B |
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 78,871,259 | $4.25B | 0.07% | +820,362+1.1% | Added |
| BlackRock, Inc. | 41,488,550 | $2.23B | 0.05% | +1,008,178+2.5% | Added |
| Norges Bank | 24,122,325 | $1.30B | 0.17% | −3,437,838−12.5% | Reduced |
| Nuveen Asset Management, LLC | 20,720,312 | $1.12B | 0.32% | +7,050,781+51.6% | Added |
| State Street Corp | 19,543,907 | $1.05B | 0.04% | −34,856−0.2% | Reduced |
| Capital Research Global Investors | 18,439,852 | $993.2M | 0.20% | +318,806+1.8% | Added |
| Geode Capital Management, LLC | 14,328,052 | $770.0M | 0.06% | +1,594,939+12.5% | Added |
| FIL Ltd | 10,962,433 | $590.9M | 0.55% | +4,444,704+68.2% | Added |
| Invesco Ltd. | 9,849,057 | $530.5M | 0.10% | +323,225+3.4% | Added |
| FMR LLC | 9,805,101 | $528.2M | 0.03% | +1,078,103+12.4% | Added |
| Ameriprise Financial Inc | 9,003,480 | $484.9M | 0.12% | +149,210+1.7% | Added |
| Deutsche Bank AG | 7,469,269 | $402.3M | 0.16% | −523,404−6.5% | Reduced |
| Bank of New York Mellon Corp | 7,288,383 | $392.6M | 0.07% | −15,766−0.2% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 7,046,359 | $379.5M | 6.62% | +149,388+2.2% | Added |
| Bank of America Corp | 6,783,941 | $365.4M | 0.03% | +558,417+9.0% | Added |
| Orbis Allan Gray Ltd | 5,784,560 | $311.6M | 1.68% | +5,528,635+2,160.3% | Added |
| Boston Partners | 5,643,128 | $304.4M | 0.37% | +5,643,128 | New |
| Victory Capital Management Inc | 5,491,092 | $295.8M | 0.29% | +5,370,587+4,456.7% | Added |
| Nordea Investment Management AB | 5,039,818 | $272.0M | 0.28% | +500,699+11.0% | Added |
| Pictet Asset Management Holding SA | 4,916,005 | $264.8M | 0.29% | −265,898−5.1% | Reduced |
| Alliancebernstein L.P. | 4,901,172 | $264.0M | 0.09% | +1,131,147+30.0% | Added |
| Amundi | 4,710,569 | $244.6M | 0.09% | −1,230,333−20.7% | Reduced |
| Northern Trust Corp | 4,535,347 | $244.3M | 0.03% | +523,654+13.1% | Added |
| Mackenzie Financial Corp | 4,419,810 | $237.7M | 0.11% | +3,120,515+240.2% | Added |
| JPMorgan Chase & Co | 4,378,178 | $235.8M | 0.02% | −4,566,614−51.1% | Reduced |
| Lansdowne Partners (UK) LLP | 4,154,231 | $223.7M | 16.25% | −938,326−18.4% | Reduced |
| Franklin Resources Inc | 3,587,997 | $193.5M | 0.05% | −684,938−16.0% | Reduced |
| Dimensional Fund Advisors LP | 3,551,357 | $191.3M | 0.05% | +874,748+32.7% | Added |
| Legal & General Group Plc | 3,181,042 | $171.7M | 0.05% | −317,079−9.1% | Reduced |
| Goldman Sachs Group Inc | 3,148,689 | $169.6M | 0.03% | −495,877−13.6% | Reduced |
| Morgan Stanley | 3,105,456 | $167.3M | 0.01% | +140,014+4.7% | Added |
| Polaris Capital Management, LLC | 3,020,764 | $162.7M | 7.85% | +3,020,764 | New |
| Charles Schwab Investment Management Inc | 2,997,901 | $161.5M | 0.03% | −61,841−2.0% | Reduced |
| Causeway Capital Management LLC | 2,662,964 | $143.4M | 3.27% | −1,534,615−36.6% | Reduced |
| UBS Group AG | 2,531,482 | $136.3M | 0.03% | +1,558,421+160.2% | Added |
| Incentive AS | 2,285,423 | $123.1M | 61.06% | +797,893+53.6% | Added |
| Thompson Siegel & Walmsley LLC | 2,011,720 | $108.4M | 1.70% | −608,500−23.2% | Reduced |
| La Banque Postale Asset Management SA | 2,001,503 | $107.8M | 1.46% | −909,312−31.2% | Reduced |
| Zurich Insurance Group Ltd | 1,905,979 | $102.7M | 0.84% | +590,895+44.9% | Added |
| Barclays PLC | 1,564,022 | $84.2M | 0.04% | −1,896,688−54.8% | Reduced |
| Citigroup Inc | 1,562,825 | $84.2M | 0.08% | +5640.0% | Added |
| Swiss National Bank | 1,468,897 | $79.1M | 0.05% | −70,600−4.6% | Reduced |
| Vontobel Holding Ltd. | 1,407,034 | $75.8M | 0.26% | +135,656+10.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,346,991 | $72.8M | 0.14% | +1,346,991 | New |
| ARGA Investment Management, LP | 1,227,386 | $66.3M | 2.16% | −615,042−33.4% | Reduced |
| Cullen Capital Management LLC | 1,210,923 | $65.2M | 0.76% | −20,111−1.6% | Reduced |
| Lakewood Capital Management, LP | 1,160,297 | $62.5M | 5.87% | +64,500+5.9% | Added |
| Aviva PLC | 1,074,578 | $58.0M | 0.15% | −74,880−6.5% | Reduced |
| Marshall Wace, LLP | 1,072,163 | $57.7M | 0.07% | −3,089,175−74.2% | Reduced |
| Royal Bank of Canada | 1,067,691 | $57.5M | 0.01% | +326,437+44.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,059,201 | $57.0M | 0.04% | +18,536+1.8% | Added |
| Patten & Patten Inc | 982,190 | $52.9M | 3.49% | −20,203−2.0% | Reduced |
| BNP Paribas Arbitrage, SA | 961,618 | $51.8M | 0.04% | +282,950+41.7% | Added |
| Price T Rowe Associates Inc | 949,098 | $51.1M | 0.01% | +41,044+4.5% | Added |
| Compagnie Lombard Odier SCmA | 907,544 | $48.9M | 0.72% | +105,705+13.2% | Added |
| Liontrust Investment Partners LLP | 866,481 | $46.8M | 0.68% | +866,481 | New |
| Rhumbline Advisers | 868,433 | $46.8M | 0.04% | +7,474+0.9% | Added |
| Evelyn Partners Investment Management LLP | 850,281 | $45.8M | 1.49% | +850,281 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 787,732 | $41.2M | 0.04% | +56,390+7.7% | Added |
| National Pension Service | 752,312 | $40.5M | 0.04% | +671,700+833.3% | Added |
| Retirement Systems of Alabama | 747,037 | $40.2M | 0.15% | +1,168+0.2% | Added |
| Rit Capital Partners PLC | 724,000 | $39.0M | 9.46% | +724,000 | New |
| Wellington Management Group LLP | 700,036 | $37.7M | 0.01% | +426,723+156.1% | Added |
| Envestnet Asset Management Inc | 692,054 | $37.3M | 0.01% | +242,011+53.8% | Added |
| Savant Capital, LLC | 678,444 | $36.5M | 0.29% | +183,250+37.0% | Added |
| Natixis Advisors, L.P. | 669,291 | $36.0M | 0.07% | +131,676+24.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 653,485 | $35.2M | 0.04% | −52,935−7.5% | Reduced |
| Scopus Asset Management, L.P. | 645,953 | $34.8M | 1.28% | +119,500+22.7% | Added |
| California State Teachers Retirement System | 618,513 | $33.3M | 0.04% | −23,381−3.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 604,618 | $32.6M | 0.06% | +139,529+30.0% | Added |
| Triodos Investment Management BV | 603,234 | $32.5M | 2.63% | −12,000−2.0% | Reduced |
| Principal Financial Group Inc | 587,470 | $31.6M | 0.02% | −13,828−2.3% | Reduced |
| Salem Investment Counselors Inc | 586,932 | $31.6M | 1.04% | −2,732−0.5% | Reduced |
| Janus Henderson Group PLC | 565,204 | $30.5M | 0.02% | −380,368−40.2% | Reduced |
| Groupe la Francaise | 564,184 | $30.4M | 0.75% | +564,184 | New |
| UBS Asset Management Americas Inc | 507,336 | $27.3M | 0.01% | +6,508+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 506,870 | $27.3M | 0.17% | +502,650+11,911.1% | Added |
| HSBC Holdings PLC | 505,215 | $27.2M | 0.02% | +152,262+43.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 499,797 | $26.9M | 0.10% | +499,797 | New |
| Flossbach Von Storch AG | 456,209 | $24.6M | 0.10% | −36,477−7.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 418,223 | $22.5M | 0.05% | +282,561+208.3% | Added |
| Storebrand Asset Management AS | 417,510 | $22.5M | 0.07% | −71,177−14.6% | Reduced |
| New York State Common Retirement Fund | 409,944 | $22.1M | 0.03% | −41,273−9.1% | Reduced |
| Bank of Montreal | 409,253 | $22.0M | 0.01% | +3,141+0.8% | Added |
| Artemis Investment Management LLP | 398,876 | $21.5M | 0.31% | +398,876 | New |
| State Board of Administration of Florida Retirement System | 397,793 | $21.4M | 0.04% | +69,620+21.2% | Added |
| ABN AMRO Bank N.V. | 389,687 | $20.9M | 0.28% | −3,825−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 381,135 | $20.5M | 0.02% | −18,838−4.7% | Reduced |
| Paradigm Capital Management Inc | 378,880 | $20.4M | 0.95% | 00.0% | Unchanged |
| Arnhold LLC | 374,051 | $20.2M | 1.99% | −36,027−8.8% | Reduced |
| Boston Common Asset Management, LLC | 373,970 | $20.1M | 0.59% | +44,912+13.6% | Added |
| CIBC World Markets Corp | 360,766 | $19.4M | 0.11% | +292,268+426.7% | Added |
| SEI Investments Co | 357,495 | $19.3M | 0.02% | −66,204−15.6% | Reduced |
| Jane Street Group, LLC | 339,648 | $18.3M | 0.03% | −130,794−27.8% | Reduced |
| Moore Capital Management, LP | 335,389 | $18.1M | 0.34% | −55,402−14.2% | Reduced |
| Sycomore Asset Management | 488,737 | $18.0M | 2.57% | −62,648−11.4% | Reduced |
| Banque Pictet & Cie SA | 331,019 | $17.8M | 0.17% | +189,975+134.7% | Added |
| Groupama Asset Managment | 409,695 | $17.5M | 0.36% | +73,003+21.7% | Added |
| Access Investment Management LLC | 324,620 | $17.5M | 5.07% | −2,765−0.8% | Reduced |
| Tredje AP-fonden | 319,824 | $17.2M | 0.15% | −10,163−3.1% | Reduced |