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.
| 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, 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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 300 | $16.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 313 | $16.9K | 0.00% | +313 | New |
| HM Payson & Co | 350 | $18.9K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 356 | $19.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 373 | $19.4K | 0.00% | +109+41.3% | Added |
| Quarry LP | 368 | $19.8K | 0.00% | +368 | New |
| Creative Financial Designs Inc | 381 | $20.5K | 0.00% | +381 | New |
| Rakuten Securities, Inc. | 396 | $21.3K | 0.01% | +396 | New |
| Parkside Financial Bank & Trust | 440 | $23.7K | 0.00% | −53−10.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 446 | $24.0K | 0.00% | +446 | New |
| Retirement Wealth Solutions LLC | 484 | $25.1K | 0.02% | +484 | New |
| IFP Advisors, Inc | 484 | $26.1K | 0.00% | −15,332−96.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $26.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 504 | $27.1K | 0.01% | −12−2.3% | Reduced |
| Versant Capital Management, Inc | 506 | $27.3K | 0.01% | +506 | New |
| Massmutual Trust Co FSB | 516 | $27.8K | 0.00% | +279+117.7% | Added |
| Medallion Wealth Advisors, LLC | 520 | $28.0K | 0.01% | +520 | New |
| Fairscale Capital, LLC | 550 | $29.6K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 554 | $29.8K | 0.01% | +554 | New |
| University of Texas/Texas Am Investment Managment Co | 565 | $30.4K | 0.00% | +565 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $32.3K | 0.01% | +600 | New |
| ORG Wealth Partners, LLC | 641 | $34.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 645 | $34.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 669 | $36.0K | 0.00% | +669 | New |
| Principal Securities, Inc. | 695 | $37.4K | 0.00% | +229+49.1% | Added |
| First Horizon Advisors, Inc. | 697 | $37.6K | 0.00% | +570+448.8% | Added |
| Ancora Advisors, LLC | 754 | $40.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 759 | $40.9K | 0.00% | −143−15.9% | Reduced |
| Tompkins Financial Corp | 780 | $42.0K | 0.00% | +780 | New |
| Center for Financial Planning, Inc. | 809 | $43.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 834 | $44.9K | 0.01% | +138+19.8% | Added |
| Cromwell Holdings LLC | 847 | $45.6K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 907 | $48.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 921 | $49.6K | 0.00% | +921 | New |
| Gen-Wealth Partners Inc | 955 | $51.4K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 958 | $51.6K | 0.02% | +958 | New |
| Twin Lakes Capital Management, LLC | 981 | $52.8K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,002 | $54.0K | 0.00% | −1,050−51.2% | Reduced |
| Mather Group, LLC. | 1,076 | $58.0K | 0.00% | +580+116.9% | Added |
| Signaturefd, LLC | 1,079 | $58.1K | 0.00% | −4,522−80.7% | Reduced |
| Whipplewood Advisors, LLC | 1,082 | $58.3K | 0.03% | +1,082 | New |
| Old Point Trust & Financial Services N A | 1,084 | $58.4K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,086 | $58.5K | 0.00% | +1,086 | New |
| Fedenia Advisers LLC | 1,165 | $62.7K | 0.04% | +1,165 | New |
| Smartleaf Asset Management LLC | 1,205 | $64.6K | 0.01% | −51−4.1% | Reduced |
| Assetmark, Inc | 1,390 | $74.9K | 0.00% | +198+16.6% | Added |
| Exchange Traded Concepts, LLC | 1,426 | $76.8K | 0.00% | −260−15.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,443 | $77.7K | 0.04% | +1,443 | New |
| Parallel Advisors, LLC | 1,493 | $80.4K | 0.00% | −133−8.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,606 | $86.5K | 0.08% | +1,606 | New |
| Allworth Financial LP | 1,626 | $90.0K | 0.00% | −41−2.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,685 | $91.0K | 0.01% | +2+0.1% | Added |
| Global Retirement Partners, LLC | 1,728 | $93.1K | 0.00% | −46−2.6% | Reduced |
| MAI Capital Management | 1,752 | $94.4K | 0.00% | +1,752 | New |
| BFSG, LLC | 1,825 | $98.3K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,836 | $98.9K | 0.00% | −57−3.0% | Reduced |
| SBI Securities Co., Ltd. | 1,977 | $106.5K | 0.00% | +1,977 | New |
| Cary Street Partner Investment Advisory LLC | 2,017 | $108.6K | 0.07% | +2,017 | New |
| McIlrath & Eck, LLC | 2,027 | $109.2K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,073 | $112.0K | 0.05% | −337−14.0% | Reduced |
| Cary Street Partners Financial LLC | 2,177 | $117.3K | 0.00% | +2,177 | New |
| Covestor Ltd | 2,308 | $124.0K | 0.08% | +188+8.9% | Added |
| Harvest Fund Management Co., Ltd | 2,411 | $130.0K | 0.01% | +2,411 | New |
| Skylands Capital, LLC | 2,867 | $154.4K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,914 | $157.0K | 0.00% | −1,611−35.6% | Reduced |
| Optiver Holding B.V. | 2,991 | $161.1K | 0.01% | −3,544−54.2% | Reduced |
| Mirova | 3,143 | $169.3K | 0.03% | −132−4.0% | Reduced |
| Simplex Trading, LLC | 3,261 | $175.0K | 0.00% | +827+34.0% | Added |
| Bryn Mawr Trust Co | 3,272 | $176.2K | 0.00% | +558+20.6% | Added |
| Security National Bank | 3,357 | $180.8K | 0.03% | +3,357 | New |
| Penserra Capital Management LLC | 3,595 | $193.0K | 0.00% | +3,574+17,019.0% | Added |
| Turim 21 Investimentos Ltda. | 3,660 | $194.3K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,692 | $198.9K | 0.01% | +3,692 | New |
| United Capital Financial Advisers, LLC | 3,752 | $202.1K | 0.00% | −832−18.2% | Reduced |
| Keybank National Association | 3,794 | $204.3K | 0.00% | −1,320−25.8% | Reduced |
| Ridgeline Wealth Planning, LLC | 3,822 | $205.9K | 0.20% | +3,822 | New |
| Journey Strategic Wealth LLC | 3,839 | $206.8K | 0.01% | +3,839 | New |
| Fairview Capital Investment Management, LLC | 4,000 | $215.4K | 0.01% | +4,000 | New |
| Quantessence Capital LLC | 4,066 | $219.0K | 0.09% | +4,066 | New |
| HighPoint Advisor Group LLC | 4,196 | $225.1K | 0.01% | +4,196 | New |
| Evercore Wealth Management, LLC | 4,195 | $225.9K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,261 | $229.5K | 0.01% | −218−4.9% | Reduced |
| Atomi Financial Group, Inc. | 4,294 | $231.3K | 0.01% | −776−15.3% | Reduced |
| Perpetual Ltd | 4,331 | $233.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,460 | $240.2K | 0.01% | +18+0.4% | Added |
| Nilsine Partners, LLC | 4,479 | $241.2K | 0.03% | +4,479 | New |
| Integrated Investment Consultants, LLC | 4,500 | $242.4K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,538 | $244.4K | 0.00% | +3,040+202.9% | Added |
| CIBC World Markets Inc. | 4,580 | $247.0K | 0.00% | −1,309−22.2% | Reduced |
| Argent Trust Co | 4,609 | $248.2K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,690 | $252.6K | 0.05% | +4,690 | New |
| Fiduciary Alliance LLC | 4,700 | $253.1K | 0.03% | +4,700 | New |
| Legacy Capital Group California, Inc. | 4,763 | $256.5K | 0.08% | −10.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,763 | $257.6K | 0.00% | −164−3.3% | Reduced |
| Independent Financial Group, LLC | 4,789 | $257.9K | 0.01% | +4,789 | New |
| Nisa Investment Advisors, LLC | 4,824 | $259.8K | 0.00% | −6,145−56.0% | Reduced |
| Teacher Retirement System of Texas | 4,867 | $262.0K | 0.00% | −162,706−97.1% | Reduced |
| GTS Securities LLC | 4,899 | $263.9K | 0.01% | +4,899 | New |
| Gsa Capital Partners LLP | 4,934 | $266.0K | 0.02% | +589+13.6% | Added |
| Ameritas Investment Partners, Inc. | 4,997 | $269.1K | 0.01% | 00.0% | Unchanged |