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Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding Smurfit Westrock plc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of SW: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders5073604+100
Shares410.3M77.6K435.6M+25.3M (+6.2%)
Value$20.2B$3.83M$23.4B+$3.21B (+15.9%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (151)

Institutions that held Smurfit Westrock plc at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 151 by value.

Institutions new to SW in Q4 2024
InstitutionSharesValue% of portfolio
Boston Partners5,643,128$304.4M0.37%
Polaris Capital Management, LLC3,020,764$162.7M7.85%
Universal- Beteiligungs- und Servicegesellschaft mbH1,346,991$72.8M0.14%
Liontrust Investment Partners LLP866,481$46.8M0.68%
Evelyn Partners Investment Management LLP850,281$45.8M1.49%
Rit Capital Partners PLC724,000$39.0M9.46%
Groupe la Francaise564,184$30.4M0.78%
Artemis Investment Management LLP398,876$21.5M0.31%
Lansforsakringar Fondforvaltning AB (publ)333,198$17.9M0.10%
Walleye Capital LLC268,507$14.5M0.14%
Raymond James Financial Inc212,862$11.5M0.00%
Police & Firemen's Retirement System of New Jersey186,447$10.0M0.10%
KLP Kapitalforvaltning AS173,371$9.34M0.04%
CastleKnight Management LP171,200$9.22M1.01%
Slate Path Capital LP167,000$8.99M0.16%
Fisher Funds Management LTD156,444$8.43M0.20%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund155,200$8.36M0.08%
Handelsbanken Fonder AB132,000$7.11M0.03%
LMR Partners LLP131,840$7.10M0.12%
Ilmarinen Mutual Pension Insurance Co125,046$6.74M0.06%
Mediolanum International Funds Ltd115,468$6.17M0.08%
Evelyn Partners Investment Management (Europe) Ltd102,486$5.52M2.01%
Evelyn Partners Investment Management Services Ltd98,335$5.30M0.92%
Alpha Omega Wealth Management LLC97,505$5.25M1.00%
Exane Asset Management99,802$4.46M2.54%
Raiffeisen Bank International AG69,134$3.71M0.06%
Nomura Holdings Inc66,735$3.59M0.02%
Walnut Level Capital LLC65,000$3.50M1.92%
Mutual of America Capital Management LLC59,189$3.19M0.03%
DoubleLine ETF Adviser LP54,741$2.95M0.80%
Pinnacle Associates Ltd44,539$2.40M0.03%
Generali Asset Management SPA SGR54,127$2.34M0.06%
Bank Julius Baer & Co. Ltd, Zurich39,214$2.33M0.01%
Ethic Inc.37,462$2.02M0.04%
One68 Global Capital, LLC31,326$1.69M0.90%
Woodline Partners LP29,676$1.60M0.01%
Securian Asset Management, Inc26,558$1.43M0.04%
Abacus Planning Group, Inc.23,597$1.27M0.22%
Miracle Mile Advisors, LLC19,950$1.07M0.02%
First Hawaiian Bank17,374$935.8K0.03%
Dynasty Wealth Management, LLC16,711$900.1K0.02%
Allstate Corp15,287$823.4K0.02%
Moody National Bank Trust Division13,718$738.9K0.08%
HB Wealth Management, LLC13,272$714.8K0.01%
Valeo Financial Advisors, LLC12,673$682.6K0.02%
Fullcircle Wealth LLC12,462$681.0K0.28%
Jump Financial, LLC11,632$626.5K0.01%
Ronald Blue Trust, Inc.10,747$578.8K0.01%
Modern Wealth Management, LLC10,686$575.5K0.02%
Lombard Odier Asset Management (Switzerland) SA10,195$549.1K0.04%
Nicholas Hoffman & Company, LLC.9,574$515.7K0.02%
Colony Group, LLC9,496$511.5K0.00%
Wealth Alliance9,421$507.4K0.06%
BIP Alliance, LLC9,060$488.0K0.21%
Catalyst Funds Management Pty Ltd8,900$479.4K0.12%
Regions Financial Corp8,741$470.8K0.00%
Mount Yale Investment Advisors, LLC8,259$444.8K0.04%
Schechter Investment Advisors, LLC8,172$440.1K0.03%
MYDA Advisors LLC8,000$430.9K0.12%
Wesbanco Bank Inc7,764$418.2K0.01%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund7,600$409.3K0.02%
Womack Financial LLC7,361$396.5K0.35%
MUFG Securities Americas Inc.7,294$392.9K0.05%
Fulton Bank, N.A.6,905$371.9K0.01%
Advisory Services Network, LLC6,424$346.0K0.01%
We Are One Seven, LLC6,165$332.0K0.01%
Geneos Wealth Management Inc.5,957$320.8K0.01%
QRG Capital Management, Inc.5,677$305.8K0.00%
West Paces Advisors Inc.5,453$293.7K0.07%
Park National Corp5,408$291.3K0.01%
Wiley Bros.-Aintree Capital, LLC5,367$286.2K0.00%
Integrated Wealth Concepts LLC5,155$277.7K0.00%
GTS Securities LLC4,899$263.9K0.01%
Independent Financial Group, LLC4,789$257.9K0.01%
Fiduciary Alliance LLC4,700$253.1K0.03%
Citizens National Bank Trust Department4,690$252.6K0.05%
Nilsine Partners, LLC4,479$241.2K0.03%
HighPoint Advisor Group LLC4,196$225.1K0.01%
Quantessence Capital LLC4,066$219.0K0.09%
Fairview Capital Investment Management, LLC4,000$215.4K0.01%
Journey Strategic Wealth LLC3,839$206.8K0.01%
Ridgeline Wealth Planning, LLC3,822$205.9K0.20%
Farther Finance Advisors, LLC3,692$198.9K0.01%
Security National Bank3,357$180.8K0.03%
Harvest Fund Management Co., Ltd2,411$130.0K0.01%
Cary Street Partners Financial LLC2,177$117.3K0.00%
Cary Street Partner Investment Advisory LLC2,017$108.6K0.07%
SBI Securities Co., Ltd.1,977$106.5K0.00%
MAI Capital Management1,752$94.4K0.00%
Caitong International Asset Management Co., Ltd1,606$86.5K0.08%
Caldwell Sutter Capital, Inc.1,443$77.7K0.04%
Fedenia Advisers LLC1,165$62.7K0.04%
Umb Bank N A1,086$58.5K0.00%
Whipplewood Advisors, LLC1,082$58.3K0.03%
First United Bank Trust958$51.6K0.02%
Huntington National Bank921$49.6K0.00%
Tompkins Financial Corp780$42.0K0.00%
Spire Wealth Management669$36.0K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA600$32.3K0.01%
University of Texas/Texas Am Investment Managment Co565$30.4K0.00%

Sold out (51)

Institutions that held Smurfit Westrock plc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of SW in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
J. Goldman & Co LP741,619$36.7M
One Fin Capital Management LP380,000$18.8M
Balyasny Asset Management LLC336,141$16.6M
AMF Pensionsforsakring AB172,223$8.52M
Andra AP-fonden83,600$4.13M
Polar Asset Management Partners Inc.82,600$4.08M
UBS Oconnor LLC65,000$3.21M
Hudson Bay Capital Management LP60,000$2.97M
Insight Wealth Strategies, LLC41,494$2.05M
Weiss Asset Management LP34,269$1.69M
Atom Investors LP30,091$1.49M
Canal Capital Management, LLC28,582$1.41M
USS Investment Management Ltd28,095$1.40M
Paradigm Asset Management Co LLC21,900$1.10M
Aster Capital Management (DIFC) Ltd20,431$1.01M
Y-Intercept (Hong Kong) Ltd18,406$909.6K
Old Mission Capital LLC18,073$893.2K
Carmignac Gestion14,928$737.7K
Kentucky Retirement Systems Insurance Trust Fund14,608$721.9K
HAP Trading, LLC10,087$498.5K
Prudential PLC9,642$476.5K
Marion Wealth Management9,300$459.6K
Brown Advisory Inc9,130$451.2K
Cantor Fitzgerald, L. P.7,687$379.9K
Chicago Capital, LLC7,075$349.6K
Laurion Capital Management LP6,938$342.9K
Diametric Capital, LP6,550$323.7K
XTX Topco Ltd6,361$314.4K
RSM US Wealth Management LLC6,074$296.4K
MBB Public Markets I LLC5,940$293.6K
Blackhawk Capital Partners LLC.5,353$264.5K
Commerzbank Aktiengesellschaft5,091$252.0K
Ingalls & Snyder LLC4,968$246.0K
Dark Forest Capital Management LP4,663$230.4K
Clarius Group, LLC4,429$218.5K
Institute for Wealth Management, LLC.4,393$217.1K
State of Wyoming1,368$67.6K
IMA Wealth, Inc.1,311$64.8K
Waldron Private Wealth LLC699$34.5K
Eastern Bank485$24.0K
Householder Group Estate & Retirement Specialist, LLC305$15.0K
Ashton Thomas Securities, LLC242$12.0K
Asset Dedication, LLC115$5.68K
Sunbelt Securities, Inc.96$4.74K
HighMark Wealth Management LLC57$2.83K
WealthCollab, LLC57$2.82K
Capital Performance Advisors LLP14$692
Compass Wealth Management LLC11$544
Raleigh Capital Management Inc.5$247
West Branch Capital LLC1$28
Dogwood Wealth Management LLC0$1

Not filed for Q4 2024 yet (3)

Institutions that held Smurfit Westrock plc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SW in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Jade Capital Advisors, LLC65,000$3.21M
Raymond James Trust N.A.12,385$612.1K
FinTrust Capital Advisors, LLC176$8.70K