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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 5,029 | $270.9K | 0.01% | +2,136+73.8% | Added |
| Integrated Wealth Concepts LLC | 5,155 | $277.7K | 0.00% | +5,155 | New |
| Wealthspire Advisors, LLC | 5,204 | $280.3K | 0.00% | −259−4.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,367 | $286.2K | 0.00% | +5,367 | New |
| Harbor Advisors LLC | 5,315 | $286.3K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 5,408 | $291.3K | 0.01% | +5,408 | New |
| Commerce Bank | 5,410 | $291.4K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 5,439 | $292.9K | 0.02% | −784−12.6% | Reduced |
| West Paces Advisors Inc. | 5,453 | $293.7K | 0.07% | +5,453 | New |
| Van Eck Associates Corp | 5,540 | $298.0K | 0.00% | −434−7.3% | Reduced |
| Fiduciary Trust Co | 5,615 | $302.4K | 0.00% | −392−6.5% | Reduced |
| Stephens Inc | 5,616 | $302.5K | 0.00% | +199+3.7% | Added |
| QRG Capital Management, Inc. | 5,677 | $305.8K | 0.00% | +5,677 | New |
| Ostrum Asset Management | 5,703 | $307.2K | 0.03% | −236−4.0% | Reduced |
| Legacy Financial Advisors, Inc. | 5,763 | $310.4K | 0.05% | +235+4.3% | Added |
| Geneos Wealth Management Inc. | 5,957 | $320.8K | 0.01% | +5,957 | New |
| CWM, LLC | 5,988 | $323.0K | 0.00% | +1,391+30.3% | Added |
| Executive Wealth Management, LLC | 6,000 | $323.2K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,165 | $332.0K | 0.01% | +6,165 | New |
| Warren Averett Asset Management, LLC | 6,205 | $334.2K | 0.01% | −825−11.7% | Reduced |
| Independent Advisor Alliance | 6,421 | $345.8K | 0.00% | +330+5.4% | Added |
| Advisory Services Network, LLC | 6,424 | $346.0K | 0.01% | +6,424 | New |
| Horizon Investments, LLC | 6,751 | $363.6K | 0.01% | +57+0.9% | Added |
| GAMMA Investing LLC | 6,754 | $363.8K | 0.03% | +1,718+34.1% | Added |
| Bessemer Group Inc | 6,771 | $364.0K | 0.00% | +197+3.0% | Added |
| Benjamin Edwards Inc | 6,891 | $371.1K | 0.01% | −650−8.6% | Reduced |
| Fulton Bank, N.A. | 6,905 | $371.9K | 0.01% | +6,905 | New |
| AQR Capital Management LLC | 7,047 | $380.6K | 0.00% | +170+2.5% | Added |
| Captrust Financial Advisors | 7,269 | $391.5K | 0.00% | +2,138+41.7% | Added |
| Bridgewater Associates, LP | 7,269 | $391.5K | 0.00% | −73,327−91.0% | Reduced |
| MUFG Securities Americas Inc. | 7,294 | $392.9K | 0.05% | +7,294 | New |
| Womack Financial LLC | 7,361 | $396.5K | 0.35% | +7,361 | New |
| MONECO Advisors, LLC | 7,499 | $403.9K | 0.04% | +161+2.2% | Added |
| Ieq Capital, LLC | 7,578 | $408.1K | 0.00% | −443−5.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 7,600 | $409.3K | 0.02% | +7,600 | New |
| Wesbanco Bank Inc | 7,764 | $418.2K | 0.01% | +7,764 | New |
| Empirical Finance, LLC | 7,841 | $422.3K | 0.02% | −234−2.9% | Reduced |
| Jones Financial Companies LLLP | 7,869 | $423.8K | 0.00% | +3,473+79.0% | Added |
| Boothbay Fund Management, LLC | 7,951 | $428.2K | 0.01% | −3,281−29.2% | Reduced |
| MYDA Advisors LLC | 8,000 | $430.9K | 0.12% | +8,000 | New |
| Pflug Koory, LLC | 8,017 | $431.8K | 0.22% | +175+2.2% | Added |
| Schechter Investment Advisors, LLC | 8,172 | $440.1K | 0.03% | +8,172 | New |
| V-Square Quantitative Management LLC | 8,217 | $442.6K | 0.06% | −379−4.4% | Reduced |
| Hartford Financial Management Inc. | 8,255 | $444.6K | 0.09% | −3,795−31.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,259 | $444.8K | 0.04% | +8,259 | New |
| Steward Partners Investment Advisory, LLC | 8,260 | $444.9K | 0.00% | +1,912+30.1% | Added |
| Fifth Third Bancorp | 8,271 | $445.5K | 0.00% | −965−10.4% | Reduced |
| Ruffer LLP | 8,300 | $447.0K | 0.02% | −3,830,768−99.8% | Reduced |
| Old National Bancorp | 8,359 | $450.2K | 0.01% | +2,891+52.9% | Added |
| Investors Asset Management of Georgia Inc | 8,435 | $454.3K | 0.22% | −150−1.7% | Reduced |
| Regions Financial Corp | 8,741 | $470.8K | 0.00% | +8,741 | New |
| Northwestern Mutual Wealth Management Co | 8,797 | $473.8K | 0.00% | +541+6.6% | Added |
| Catalyst Funds Management Pty Ltd | 8,900 | $479.4K | 0.12% | +8,900 | New |
| BIP Alliance, LLC | 9,060 | $488.0K | 0.21% | +9,060 | New |
| Radnor Capital Management, LLC | 9,167 | $494.0K | 0.08% | −468−4.9% | Reduced |
| Sapience Investments, LLC | 9,174 | $494.1K | 0.29% | −4,282−31.8% | Reduced |
| Ossiam | 9,365 | $504.4K | 0.01% | +6,604+239.2% | Added |
| Diversified Trust Co | 9,384 | $505.4K | 0.01% | −4,177−30.8% | Reduced |
| Wealth Alliance | 9,421 | $507.4K | 0.06% | +9,421 | New |
| CAPROCK Group, Inc. | 9,426 | $507.7K | 0.02% | +3,740+65.8% | Added |
| Empowered Funds, LLC | 9,478 | $510.5K | 0.01% | +853+9.9% | Added |
| Colony Group, LLC | 9,496 | $511.5K | 0.00% | +9,496 | New |
| Merit Financial Group, LLC | 9,527 | $513.1K | 0.01% | −1,464−13.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,574 | $515.7K | 0.02% | +9,574 | New |
| Forum Financial Management, LP | 9,779 | $526.7K | 0.01% | +3,738+61.9% | Added |
| McDonald Partners LLC | 10,000 | $538.6K | 0.14% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 10,195 | $549.1K | 0.04% | +10,195 | New |
| Kimelman & Baird, LLC | 10,250 | $552.1K | 0.04% | −90−0.9% | Reduced |
| Vestcor Inc | 10,299 | $555.0K | 0.02% | −14−0.1% | Reduced |
| Moors & Cabot, Inc. | 10,385 | $559.4K | 0.03% | −133−1.3% | Reduced |
| Modern Wealth Management, LLC | 10,686 | $575.5K | 0.02% | +10,686 | New |
| Ronald Blue Trust, Inc. | 10,747 | $578.8K | 0.01% | +10,747 | New |
| Profund Advisors LLC | 10,838 | $583.7K | 0.02% | −3,050−22.0% | Reduced |
| Kestra Advisory Services, LLC | 11,103 | $598.0K | 0.00% | +2,638+31.2% | Added |
| NEOS Investment Management LLC | 11,139 | $599.9K | 0.01% | +2,484+28.7% | Added |
| Jupiter Asset Management Ltd | 11,215 | $604.0K | 0.01% | −113,781−91.0% | Reduced |
| Vident Advisory, LLC | 11,316 | $609.5K | 0.01% | +5,925+109.9% | Added |
| Citizens Financial Group Inc | 11,565 | $622.9K | 0.01% | +1,048+10.0% | Added |
| United Services Automobile Association | 11,572 | $623.3K | 0.02% | +740+6.8% | Added |
| Jump Financial, LLC | 11,632 | $626.5K | 0.01% | +11,632 | New |
| Federation des caisses Desjardins du Quebec | 12,301 | $662.5K | 0.00% | −869−6.6% | Reduced |
| Park Avenue Securities LLC | 12,394 | $668.0K | 0.01% | +1,035+9.1% | Added |
| Catalytic Wealth RIA, LLC | 12,519 | $674.3K | 0.12% | +2,000+19.0% | Added |
| Fullcircle Wealth LLC | 12,462 | $681.0K | 0.28% | +12,462 | New |
| Valeo Financial Advisors, LLC | 12,673 | $682.6K | 0.02% | +12,673 | New |
| Patten Group, Inc. | 12,904 | $695.0K | 0.15% | +511+4.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,151 | $708.3K | 0.00% | +4,115+45.5% | Added |
| HB Wealth Management, LLC | 13,272 | $714.8K | 0.01% | +13,272 | New |
| Moody National Bank Trust Division | 13,718 | $738.9K | 0.08% | +13,718 | New |
| Mercer Global Advisors Inc | 14,054 | $757.0K | 0.00% | −53,558−79.2% | Reduced |
| MML Investors Services, LLC | 14,129 | $761.0K | 0.00% | +5,826+70.2% | Added |
| Contravisory Investment Management, Inc. | 14,189 | $764.2K | 0.16% | +365+2.6% | Added |
| South Dakota Investment Council | 14,914 | $803.0K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,180 | $818.0K | 0.05% | +7,320+93.1% | Added |
| Crossmark Global Holdings, Inc. | 15,253 | $822.0K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 15,287 | $823.4K | 0.02% | +15,287 | New |
| O'Shaughnessy Asset Management, LLC | 15,474 | $833.4K | 0.01% | −7,243−31.9% | Reduced |
| Illinois Municipal Retirement Fund | 15,534 | $836.7K | 0.01% | −28,099−64.4% | Reduced |
| Group One Trading, L.P. | 15,759 | $848.8K | 0.03% | −51,229−76.5% | Reduced |
| Icon Wealth Advisors, LLC | 15,771 | $849.4K | 0.07% | +265+1.7% | Added |