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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.

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
435.6M
+25.3M (+6.2%) vs. Q3 2024
Total value
$23.4B
+$3.21B (+15.9%) vs. Q3 2024
New holders
151
196 more added
Sold out
51
186 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.

Institutional holdersQ4 2024: 604 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 heldQ4 2024: $23.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q3 2024.

Institutions holding SW in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC8$00.00%00.0%Unchanged
Evolution Advisers, Inc.16$00.00%00.0%Unchanged
Activest Wealth Management1$540.00%+1New
NBC Securities, Inc.1$670.01%+1New
Cape Investment Advisory, Inc.2$1080.00%+2New
Parkworth Wealth Management, Inc.2$1080.00%+2New
Whittier Trust Co of Nevada Inc4$2150.00%00.0%Unchanged
Winnow Wealth LLC5$2230.00%+5New
HHM Wealth Advisors, LLC5$2700.00%+5New
Global Financial Private Client, LLC6$3230.00%+6New
BOK Financial Private Wealth, Inc.8$4310.00%+8New
Thurston, Springer, Miller, Herd & Titak, Inc.9$4840.00%00.0%Unchanged
True Wealth Design, LLC9$4850.00%+9New
AdvisorNet Financial, Inc10$5390.00%+10New
Rothschild Investment LLC12$6460.00%+12New
Grove Bank & Trust12$6460.00%+12New
SJS Investment Consulting Inc.12$6470.00%+12New
DiNuzzo Private Wealth, Inc.12$6470.00%+12New
Riverview Trust Co14$7540.00%+14New
Principia Wealth Advisory, LLC14$7540.00%+14New
Avion Wealth27$1.00K0.00%−84−75.7%Reduced
Coppell Advisory Solutions LLC20$1.07K0.00%00.0%Unchanged
Wolff Wiese Magana LLC20$1.08K0.00%00.0%Unchanged
Hallmark Capital Management Inc21$1.13K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC23$1.24K0.00%00.0%Unchanged
Private Wealth Management Group, LLC23$1.24K0.00%+23New
SOA Wealth Advisors, LLC.25$1.36K0.00%+25New
Harbor Investment Advisory, LLC26$1.40K0.00%+26New
Clark Wealth Partners26$1.40K0.00%+26New
Valued Wealth Advisors LLC26$1.40K0.00%+10+62.5%Added
Core Alternative Capital28$1.51K0.00%+28New
Cassady Schiller Wealth Management, LLC28$1.51K0.00%+28New
TD Capital Management LLC31$1.68K0.00%+31New
Raffa Wealth Management, LLC32$1.72K0.00%00.0%Unchanged
Cornerstone Planning Group LLC33$1.81K0.00%+16+94.1%Added
Headlands Technologies LLC37$1.99K0.00%+37New
MV Capital Management, Inc.39$2.10K0.00%−11−22.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC40$2.15K0.00%+22+122.2%Added
JFS Wealth Advisors, LLC41$2.21K0.00%+41New
CoreCap Advisors, LLC45$2.42K0.00%+45New
Harbour Investments, Inc.54$2.91K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC54$2.94K0.00%00.0%Unchanged
Private Trust Co NA55$2.96K0.00%+13+31.0%Added
Dunhill Financial, LLC58$3.11K0.00%+12+26.1%Added
Whittier Trust Co60$3.23K0.00%+60New
DT Investment Partners, LLC60$3.23K0.00%00.0%Unchanged
Proequities, Inc.59$3.27K0.00%−19−24.4%Reduced
Zions Bancorporation, N.A.64$3.45K0.00%+17+36.2%Added
Brown Brothers Harriman & Co66$3.56K0.00%+66New
Aspect Partners, LLC67$3.61K0.00%+67New
Eagle Bay Advisors LLC72$3.88K0.00%−48−40.0%Reduced
Financial Management Professionals, Inc.73$3.93K0.00%00.0%Unchanged
Hemington Wealth Management88$4.00K0.00%−19−17.8%Reduced
North Star Investment Management Corp.75$4.04K0.00%00.0%Unchanged
Sound Income Strategies, LLC85$4.60K0.00%−199−70.1%Reduced
Fortitude Family Office, LLC90$4.85K0.00%00.0%Unchanged
Bell Investment Advisors, Inc91$4.90K0.00%−2−2.2%Reduced
Continuum Advisory, LLC94$5.06K0.00%−30−24.2%Reduced
Bartlett & Co. Wealth Management LLC100$5.39K0.00%−1,722−94.5%Reduced
Crowley Wealth Management, Inc.100$5.39K0.00%+100New
Abound Wealth Management100$5.40K0.00%+56+127.3%Added
Atlas Capital Advisors LLC106$5.71K0.00%00.0%Unchanged
Bullock Wealth Management Group110$5.92K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC110$5.92K0.00%00.0%Unchanged
UMA Financial Services, Inc.110$5.92K0.00%+110New
Pin Oak Investment Advisors Inc115$6.00K0.01%00.0%Unchanged
Key Financial Inc117$6.30K0.00%00.0%Unchanged
Anchor Investment Management, LLC117$6.32K0.00%00.0%Unchanged
Main Street Group, LTD121$6.48K0.00%+1+0.8%Added
St Germain D J Co Inc127$6.84K0.00%+127New
Sanctuary Wealth Management, L.L.C.131$7.06K0.00%00.0%Unchanged
Sierra Ocean, LLC132$7.11K0.01%+132New
Annis Gardner Whiting Capital Advisors, LLC139$7.49K0.00%−48−25.7%Reduced
ZynergyRetirementPlanningLLC155$7.66K0.01%00.0%Unchanged
Central Trust Co144$7.76K0.00%−1−0.7%Reduced
Centerpoint Advisors, LLC150$8.00K0.00%00.0%Unchanged
Delta Asset Management LLC150$8.08K0.00%00.0%Unchanged
JNBA Financial Advisors161$8.67K0.00%−161−50.0%Reduced
Farmers & Merchants Investments Inc163$8.78K0.00%−3,357−95.4%Reduced
SRS Capital Advisors, Inc.168$9.05K0.00%−6−3.4%Reduced
Colonial Trust Co178$9.56K0.00%+166+1,383.3%Added
Atala Financial Inc178$9.59K0.01%+178New
Bruce G. Allen Investments, LLC181$9.75K0.01%+181New
Quent Capital, LLC185$9.96K0.00%+185New
Pinnacle Bancorp, Inc.190$10.2K0.00%+190New
Larson Financial Group LLC198$10.7K0.00%+105+112.9%Added
Trifecta Capital Advisors, LLC200$10.8K0.00%00.0%Unchanged
Loomis Sayles & Co L P200$11.0K0.00%+200New
Hall Laurie J Trustee225$12.0K0.00%00.0%Unchanged
Financial Perspectives, Inc224$12.1K0.00%00.0%Unchanged
Venturi Wealth Management, LLC227$12.2K0.00%+227New
Sandy Spring Bank235$12.7K0.00%00.0%Unchanged
GW&K Investment Management, LLC250$13.0K0.00%+10+4.2%Added
Lindbrook Capital, LLC251$13.5K0.00%−70−21.8%Reduced
Cullen/Frost Bankers, Inc.266$14.3K0.00%+266New
CVA Family Office, LLC280$15.1K0.00%−248−47.0%Reduced
WPG Advisers, LLC284$15.3K0.01%+284New
Meeder Asset Management Inc289$15.6K0.00%+109+60.6%Added
Rise Advisors, LLC292$15.7K0.01%+292New
Monetary Management Group Inc300$16.2K0.00%00.0%Unchanged