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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 15,865 | $854.5K | 0.00% | −1,742−9.9% | Reduced |
| Rockefeller Capital Management L.P. | 15,866 | $854.6K | 0.00% | +225+1.4% | Added |
| Dynasty Wealth Management, LLC | 16,711 | $900.1K | 0.02% | +16,711 | New |
| Capstone Investment Advisors, LLC | 16,992 | $915.2K | 0.01% | +7,902+86.9% | Added |
| 626 Financial, LLC | 17,175 | $925.0K | 0.50% | −1,802−9.5% | Reduced |
| Synovus Financial Corp | 17,258 | $929.5K | 0.01% | −95−0.5% | Reduced |
| Norinchukin Bank, The | 17,367 | $935.4K | 0.02% | −483−2.7% | Reduced |
| First Hawaiian Bank | 17,374 | $935.8K | 0.03% | +17,374 | New |
| Tokio Marine Asset Management Co Ltd | 17,416 | $938.0K | 0.03% | +1,287+8.0% | Added |
| US Bancorp | 17,602 | $948.0K | 0.00% | +1,601+10.0% | Added |
| TD Private Client Wealth LLC | 17,885 | $963.3K | 0.03% | +10,504+142.3% | Added |
| Guggenheim Capital LLC | 18,959 | $1.02M | 0.01% | −36,465−65.8% | Reduced |
| Thrivent Financial for Lutherans | 19,373 | $1.04M | 0.00% | +13+0.1% | Added |
| CI Private Wealth, LLC | 19,486 | $1.05M | 0.00% | −14,826−43.2% | Reduced |
| Miracle Mile Advisors, LLC | 19,950 | $1.07M | 0.02% | +19,950 | New |
| Squarepoint Ops LLC | 20,001 | $1.08M | 0.00% | −2,958−12.9% | Reduced |
| Intech Investment Management LLC | 20,108 | $1.08M | 0.01% | +8,025+66.4% | Added |
| Teachers Retirement System of the State of Kentucky | 20,382 | $1.10M | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 21,002 | $1.13M | 0.00% | −43,420−67.4% | Reduced |
| Cresset Asset Management, LLC | 21,539 | $1.16M | 0.01% | +12,142+129.2% | Added |
| AlphaStar Capital Management, LLC | 21,645 | $1.17M | 0.12% | +2,532+13.2% | Added |
| Diligent Investors, LLC | 21,910 | $1.18M | 0.27% | −200−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 22,998 | $1.18M | 0.00% | −8,286−26.5% | Reduced |
| Cetera Investment Advisers | 22,011 | $1.19M | 0.00% | −5,183−19.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,189 | $1.19M | 0.00% | −272−1.2% | Reduced |
| Investment Management Corp of Ontario | 22,917 | $1.23M | 0.04% | +5,677+32.9% | Added |
| Silvercrest Asset Management Group LLC | 23,000 | $1.24M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 23,470 | $1.26M | 0.01% | −55,417−70.2% | Reduced |
| New Mexico Educational Retirement Board | 23,485 | $1.26M | 0.04% | −1,900−7.5% | Reduced |
| Winton Group Ltd | 23,505 | $1.27M | 0.08% | +11,908+102.7% | Added |
| Abacus Planning Group, Inc. | 23,597 | $1.27M | 0.22% | +23,597 | New |
| Weatherly Asset Management L. P. | 23,623 | $1.27M | 0.11% | −1,223−4.9% | Reduced |
| JustInvest LLC | 24,287 | $1.31M | 0.02% | −1,054−4.2% | Reduced |
| Creative Planning | 24,382 | $1.31M | 0.00% | +7,705+46.2% | Added |
| Edentree Asset Management Ltd | 25,000 | $1.35M | 0.39% | −108,500−81.3% | Reduced |
| Janney Montgomery Scott LLC | 25,269 | $1.36M | 0.00% | −7,209−22.2% | Reduced |
| Cerity Partners LLC | 26,674 | $1.41M | 0.00% | +3,926+17.3% | Added |
| Securian Asset Management, Inc | 26,558 | $1.43M | 0.04% | +26,558 | New |
| Louisiana State Employees Retirement System | 26,600 | $1.43M | 0.03% | −1,200−4.3% | Reduced |
| First Trust Advisors LP | 27,095 | $1.46M | 0.00% | +1,976+7.9% | Added |
| Maryland State Retirement & Pension System | 27,599 | $1.49M | 0.03% | −2,200−7.4% | Reduced |
| J. Safra Sarasin Holding AG | 28,202 | $1.52M | 0.03% | 00.0% | Unchanged |
| Transform Wealth, LLC | 28,250 | $1.52M | 0.08% | −562−2.0% | Reduced |
| Mariner, LLC | 28,783 | $1.55M | 0.00% | +7,828+37.4% | Added |
| Meiji Yasuda Life Insurance Co | 29,018 | $1.56M | 0.03% | 00.0% | Unchanged |
| Woodline Partners LP | 29,676 | $1.60M | 0.01% | +29,676 | New |
| Jefferies Financial Group Inc. | 30,122 | $1.62M | 0.02% | −11,565−27.7% | Reduced |
| One68 Global Capital, LLC | 31,326 | $1.69M | 0.90% | +31,326 | New |
| Glenmede Trust Co NA | 31,714 | $1.71M | 0.01% | +610+2.0% | Added |
| Omers Administration Corp | 31,954 | $1.72M | 0.02% | +23,031+258.1% | Added |
| Toroso Investments, LLC | 32,660 | $1.76M | 0.01% | −1,355−4.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,748 | $1.76M | 0.01% | −17,458−34.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,985 | $1.78M | 0.11% | −1,464−4.2% | Reduced |
| Kentucky Retirement Systems | 33,905 | $1.83M | 0.05% | −467−1.4% | Reduced |
| Atria Investments LLC | 34,062 | $1.83M | 0.02% | +26,727+364.4% | Added |
| Sterling Capital Management LLC | 34,738 | $1.87M | 0.03% | +10,312+42.2% | Added |
| Timucuan Asset Management Inc | 35,000 | $1.89M | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 35,024 | $1.89M | 0.02% | +5,141+17.2% | Added |
| Davy Global Fund Management Ltd | 35,551 | $1.91M | 0.23% | −5,029−12.4% | Reduced |
| HighTower Advisors, LLC | 36,308 | $1.96M | 0.00% | −4,379−10.8% | Reduced |
| Tower Research Capital LLC (TRC) | 36,717 | $1.98M | 0.04% | +5,573+17.9% | Added |
| Mainstay Capital Management LLC | 36,793 | $1.98M | 0.30% | +410+1.1% | Added |
| Recurrent Investment Advisors LLC | 37,071 | $2.00M | 0.18% | +18,619+100.9% | Added |
| Ethic Inc. | 37,462 | $2.02M | 0.04% | +37,462 | New |
| Westwood Holdings Group Inc. | 37,753 | $2.03M | 0.02% | −1,268−3.2% | Reduced |
| Panagora Asset Management Inc | 38,225 | $2.06M | 0.01% | +33,673+739.7% | Added |
| Macquarie Group Ltd | 59,865 | $2.20M | 0.00% | +24,415+68.9% | Added |
| Adams Natural Resources Fund, Inc. | 41,300 | $2.22M | 0.35% | 00.0% | Unchanged |
| Fruth Investment Management | 41,556 | $2.24M | 0.62% | −2,636−6.0% | Reduced |
| Pictet & Cie (Europe) SA | 42,104 | $2.27M | 0.05% | +12,166+40.6% | Added |
| Oregon Public Employees Retirement Fund | 42,360 | $2.28M | 0.04% | +150+0.4% | Added |
| Truist Financial Corp | 42,613 | $2.30M | 0.00% | +22,411+110.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,487 | $2.31M | 0.01% | +9,581+29.1% | Added |
| Rafferty Asset Management, LLC | 42,888 | $2.31M | 0.01% | +4,805+12.6% | Added |
| Troluce Capital Advisors LLC | 43,063 | $2.32M | 0.23% | −49,633−53.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 39,214 | $2.33M | 0.01% | +39,214 | New |
| Generali Asset Management SPA SGR | 54,127 | $2.34M | 0.06% | +54,127 | New |
| Investors Research Corp | 44,001 | $2.37M | 0.52% | −627−1.4% | Reduced |
| Neuberger Berman Group LLC | 44,032 | $2.37M | 0.00% | −767,294−94.6% | Reduced |
| Pinnacle Associates Ltd | 44,539 | $2.40M | 0.03% | +44,539 | New |
| Pacer Advisors, Inc. | 44,984 | $2.42M | 0.01% | +8,399+23.0% | Added |
| Pathstone Holdings, LLC | 45,645 | $2.46M | 0.01% | +35,741+360.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 45,861 | $2.47M | 0.01% | −1,775−3.7% | Reduced |
| Burney Co | 46,481 | $2.50M | 0.09% | −330−0.7% | Reduced |
| Mizuho Securities USA LLC | 46,834 | $2.52M | 0.05% | +14,840+46.4% | Added |
| Metis Global Partners, LLC | 47,326 | $2.55M | 0.08% | +614+1.3% | Added |
| The PNC Financial Services Group, Inc. | 48,800 | $2.63M | 0.00% | +5,629+13.0% | Added |
| Werlinich Asset Management, LLC | 51,900 | $2.78M | 1.62% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 53,413 | $2.88M | 0.01% | +25,231+89.5% | Added |
| DoubleLine ETF Adviser LP | 54,741 | $2.95M | 0.80% | +54,741 | New |
| Swiss Life Asset Management Ltd | 55,603 | $2.99M | 0.02% | −146,036−72.4% | Reduced |
| Davenport & Co LLC | 55,898 | $3.01M | 0.02% | +299+0.5% | Added |
| Utah Retirement Systems | 56,320 | $3.03M | 0.03% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 56,339 | $3.03M | 0.03% | −975−1.7% | Reduced |
| Yousif Capital Management, LLC | 56,674 | $3.05M | 0.03% | −2,716−4.6% | Reduced |
| Twin Capital Management Inc | 57,504 | $3.10M | 0.34% | +1,858+3.3% | Added |
| Kovitz Investment Group Partners, LLC | 57,834 | $3.11M | 0.02% | +4,072+7.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 58,225 | $3.14M | 0.03% | +1,117+2.0% | Added |
| Public Sector Pension Investment Board | 58,401 | $3.15M | 0.01% | +40,337+223.3% | Added |
| Tocqueville Asset Management L.P. | 59,003 | $3.18M | 0.05% | +3,970+7.2% | Added |