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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 59,189 | $3.19M | 0.03% | +59,189 | New |
| M&T Bank Corp | 60,555 | $3.27M | 0.01% | −14,311−19.1% | Reduced |
| Prudential Financial Inc | 61,191 | $3.30M | 0.00% | −5,370−8.1% | Reduced |
| BIP Wealth, LLC | 63,081 | $3.40M | 0.23% | +20.0% | Added |
| ING Groep NV | 63,113 | $3.40M | 0.02% | −2,873−4.4% | Reduced |
| Nissay Asset Management Corp | 62,889 | $3.42M | 0.02% | +807+1.3% | Added |
| SWS Partners | 63,508 | $3.42M | 1.04% | −1,217−1.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 63,574 | $3.42M | 0.32% | +448+0.7% | Added |
| Commonwealth Equity Services, LLC | 64,330 | $3.46M | 0.01% | −10,793−14.4% | Reduced |
| Richard P Slaughter Associates Inc | 64,848 | $3.49M | 0.78% | −512−0.8% | Reduced |
| Walnut Level Capital LLC | 65,000 | $3.50M | 1.92% | +65,000 | New |
| Nomura Holdings Inc | 66,735 | $3.59M | 0.02% | +66,735 | New |
| Wharton Business Group, LLC | 67,094 | $3.61M | 0.16% | −60,492−47.4% | Reduced |
| New York Life Investment Management LLC | 67,206 | $3.62M | 0.04% | +759+1.1% | Added |
| Raiffeisen Bank International AG | 69,134 | $3.71M | 0.06% | +69,134 | New |
| Mesirow Institutional Investment Management, Inc. | 70,774 | $3.81M | 0.29% | +12,946+22.4% | Added |
| Standard Life Aberdeen plc | 70,801 | $3.82M | 0.01% | +16,790+31.1% | Added |
| Beverly Hills Private Wealth, LLC | 76,152 | $4.10M | 0.83% | +20,569+37.0% | Added |
| Old North State Wealth Management, LLC | 77,437 | $4.17M | 2.35% | +786+1.0% | Added |
| Polar Capital Holdings Plc | 78,590 | $4.23M | 0.02% | −449,180−85.1% | Reduced |
| Lazard Asset Management LLC | 79,387 | $4.28M | 0.01% | −21,086−21.0% | Reduced |
| Sage Capital Advisors,llc | 79,494 | $4.28M | 1.11% | −120.0% | Reduced |
| CIBC Asset Management Inc | 81,269 | $4.38M | 0.01% | +8,615+11.9% | Added |
| Letko, Brosseau & Associates Inc | 81,850 | $4.41M | 0.09% | −1,975−2.4% | Reduced |
| Exane Asset Management | 99,802 | $4.46M | 2.54% | +99,802 | New |
| ProShare Advisors LLC | 84,226 | $4.54M | 0.01% | +7,103+9.2% | Added |
| APG Asset Management N.V. | 89,019 | $4.63M | 0.01% | −56,466−38.8% | Reduced |
| Amalgamated Bank | 96,406 | $5.19M | 0.04% | −1,812−1.8% | Reduced |
| Alpha Omega Wealth Management LLC | 97,505 | $5.25M | 1.00% | +97,505 | New |
| Stifel Financial Corp | 98,129 | $5.29M | 0.01% | +11,200+12.9% | Added |
| Evelyn Partners Investment Management Services Ltd | 98,335 | $5.30M | 0.92% | +98,335 | New |
| British Columbia Investment Management Corp | 99,575 | $5.36M | 0.03% | +12,915+14.9% | Added |
| DnB Asset Management AS | 101,575 | $5.47M | 0.02% | +2,798+2.8% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 102,486 | $5.52M | 2.01% | +102,486 | New |
| Rathbone Brothers plc | 104,102 | $5.63M | 0.03% | −8,988−7.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 105,071 | $5.66M | 0.04% | −2,335−2.2% | Reduced |
| Czech National Bank | 107,142 | $5.77M | 0.05% | +6,634+6.6% | Added |
| Xponance, Inc. | 107,522 | $5.79M | 0.05% | +1,456+1.4% | Added |
| Forsta Ap-Fonden | 109,700 | $5.91M | 0.04% | −1,100−1.0% | Reduced |
| Manning & Napier Advisors LLC | 109,767 | $5.91M | 0.07% | +14,093+14.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 113,117 | $6.09M | 0.23% | +5,096+4.7% | Added |
| SG Americas Securities, LLC | 113,515 | $6.11M | 0.03% | +96,451+565.2% | Added |
| Mediolanum International Funds Ltd | 115,468 | $6.17M | 0.08% | +115,468 | New |
| Wealth Enhancement Advisory Services, LLC | 114,732 | $6.18M | 0.01% | +22,430+24.3% | Added |
| Corebridge Financial, Inc. | 117,165 | $6.31M | 0.03% | −5,513−4.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 120,303 | $6.48M | 0.01% | −7,857−6.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 125,046 | $6.74M | 0.06% | +125,046 | New |
| De Lisle Partners LLP | 125,000 | $6.74M | 0.99% | +25,000+25.0% | Added |
| KWMG, LLC | 129,410 | $6.97M | 0.72% | −1,966−1.5% | Reduced |
| MetLife Investment Management | 131,187 | $7.07M | 0.04% | +2,485+1.9% | Added |
| LMR Partners LLP | 131,840 | $7.10M | 0.12% | +131,840 | New |
| Handelsbanken Fonder AB | 132,000 | $7.11M | 0.03% | +132,000 | New |
| Lighthouse Investment Partners, LLC | 135,000 | $7.27M | 0.28% | +97,861+263.5% | Added |
| State of Michigan Retirement System | 145,264 | $7.82M | 0.04% | +5,200+3.7% | Added |
| Ensign Peak Advisors, Inc | 146,650 | $7.90M | 0.01% | +16,475+12.7% | Added |
| Gateway Investment Advisers LLC | 149,888 | $8.07M | 0.09% | +6,973+4.9% | Added |
| Arizona State Retirement System | 151,023 | $8.13M | 0.05% | +2,237+1.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 155,200 | $8.36M | 0.08% | +155,200 | New |
| Fisher Funds Management LTD | 156,444 | $8.43M | 0.20% | +156,444 | New |
| Hartree Partners, LP | 157,299 | $8.47M | 3.16% | +63,995+68.6% | Added |
| Nomura Asset Management Co Ltd | 161,709 | $8.71M | 0.03% | +1,012+0.6% | Added |
| Oppenheimer Asset Management Inc. | 166,491 | $8.97M | 0.11% | −1,068−0.6% | Reduced |
| Slate Path Capital LP | 167,000 | $8.99M | 0.16% | +167,000 | New |
| CastleKnight Management LP | 171,200 | $9.22M | 1.01% | +171,200 | New |
| KLP Kapitalforvaltning AS | 173,371 | $9.34M | 0.04% | +173,371 | New |
| Man Group plc | 175,030 | $9.43M | 0.03% | +42,108+31.7% | Added |
| Millennium Management LLC | 175,090 | $9.43M | 0.01% | −1,729,841−90.8% | Reduced |
| Public Employees Retirement System of Ohio | 177,596 | $9.57M | 0.03% | −10,168−5.4% | Reduced |
| Van Den Berg Management I, Inc | 180,629 | $9.73M | 2.80% | −3,866−2.1% | Reduced |
| LPL Financial LLC | 180,908 | $9.74M | 0.00% | +98,887+120.6% | Added |
| TD Asset Management Inc | 181,135 | $9.76M | 0.01% | +45,110+33.2% | Added |
| Russell Investments Group, Ltd. | 182,229 | $9.80M | 0.01% | +8,152+4.7% | Added |
| M&G Plc | 182,893 | $9.88M | 0.06% | −5,948−3.1% | Reduced |
| Private Management Group Inc | 183,603 | $9.89M | 0.36% | −6,699−3.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 186,447 | $10.0M | 0.10% | +186,447 | New |
| Riposte Capital LLC | 190,000 | $10.2M | 5.41% | −10,000−5.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 190,906 | $10.3M | 0.04% | +13,947+7.9% | Added |
| State of New Jersey Common Pension Fund D | 193,382 | $10.4M | 0.04% | 00.0% | Unchanged |
| Danske Bank A/S | 194,716 | $10.5M | 0.03% | −7,422−3.7% | Reduced |
| Holowesko Partners Ltd. | 197,338 | $10.6M | 4.87% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 196,794 | $10.7M | 0.04% | +10,890+5.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 199,391 | $10.7M | 0.69% | +142,396+249.8% | Added |
| Susquehanna International Group, LLP | 201,344 | $10.8M | 0.02% | +108,173+116.1% | Added |
| Voya Investment Management LLC | 208,138 | $11.2M | 0.01% | −70,172−25.2% | Reduced |
| Raymond James Financial Inc | 212,862 | $11.5M | 0.00% | +212,862 | New |
| State of Tennessee, Treasury Department | 219,242 | $11.8M | 0.04% | +14,613+7.1% | Added |
| KBC Group NV | 220,978 | $11.9M | 0.03% | +24,239+12.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 230,364 | $12.4M | 0.04% | +3,891+1.7% | Added |
| Treasurer of the State of North Carolina | 233,445 | $12.6M | 0.05% | +7,550+3.3% | Added |
| National Bank of Canada | 239,508 | $12.9M | 0.02% | +228,635+2,102.8% | Added |
| Allianz Asset Management GmbH | 243,475 | $13.1M | 0.02% | −333,010−57.8% | Reduced |
| Wells Fargo & Company | 247,964 | $13.4M | 0.00% | +2,203+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 250,913 | $13.5M | 0.03% | +3,127+1.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 259,306 | $14.0M | 0.04% | −5,228−2.0% | Reduced |
| Walleye Capital LLC | 268,507 | $14.5M | 0.14% | +268,507 | New |
| American Century Companies Inc | 271,790 | $14.6M | 0.01% | −793,389−74.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 273,845 | $14.7M | 0.02% | −2,496,625−90.1% | Reduced |
| Swedbank AB | 276,328 | $14.9M | 0.02% | 00.0% | Unchanged |
| Melqart Asset Management (UK) Ltd | 278,712 | $15.0M | 2.02% | −443,024−61.4% | Reduced |
| State of Wisconsin Investment Board | 285,586 | $15.4M | 0.04% | −100,605−26.1% | Reduced |