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 |
|---|---|---|---|---|---|
| Redwood Grove Capital, LLC | 292,636 | $15.8M | 4.88% | −25,958−8.1% | Reduced |
| New York State Teachers Retirement System | 293,639 | $15.8M | 0.03% | −6,538−2.2% | Reduced |
| Korea Investment CORP | 303,250 | $16.3M | 0.04% | −243,586−44.5% | Reduced |
| Credit Agricole S A | 303,671 | $16.4M | 0.06% | +118,496+64.0% | Added |
| Tredje AP-fonden | 319,824 | $17.2M | 0.15% | −10,163−3.1% | Reduced |
| Access Investment Management LLC | 324,620 | $17.5M | 5.07% | −2,765−0.8% | Reduced |
| Groupama Asset Managment | 409,695 | $17.5M | 0.36% | +73,003+21.7% | Added |
| Banque Pictet & Cie SA | 331,019 | $17.8M | 0.17% | +189,975+134.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 333,198 | $17.9M | 0.10% | +333,198 | New |
| Sycomore Asset Management | 488,737 | $18.0M | 2.58% | −62,648−11.4% | Reduced |
| Moore Capital Management, LP | 335,389 | $18.1M | 0.34% | −55,402−14.2% | Reduced |
| Jane Street Group, LLC | 339,648 | $18.3M | 0.03% | −130,794−27.8% | Reduced |
| SEI Investments Co | 357,495 | $19.3M | 0.02% | −66,204−15.6% | Reduced |
| CIBC World Markets Corp | 360,766 | $19.4M | 0.11% | +292,268+426.7% | Added |
| Boston Common Asset Management, LLC | 373,970 | $20.1M | 0.59% | +44,912+13.6% | Added |
| Arnhold LLC | 374,051 | $20.2M | 1.99% | −36,027−8.8% | Reduced |
| Paradigm Capital Management Inc | 378,880 | $20.4M | 0.95% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 381,135 | $20.5M | 0.02% | −18,838−4.7% | Reduced |
| ABN AMRO Bank N.V. | 389,687 | $20.9M | 0.28% | −3,825−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 397,793 | $21.4M | 0.04% | +69,620+21.2% | Added |
| Artemis Investment Management LLP | 398,876 | $21.5M | 0.31% | +398,876 | New |
| Bank of Montreal | 409,253 | $22.0M | 0.01% | +3,141+0.8% | Added |
| New York State Common Retirement Fund | 409,944 | $22.1M | 0.03% | −41,273−9.1% | Reduced |
| Storebrand Asset Management AS | 417,510 | $22.5M | 0.07% | −71,177−14.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 418,223 | $22.5M | 0.05% | +282,561+208.3% | Added |
| Flossbach Von Storch AG | 456,209 | $24.6M | 0.10% | −36,477−7.4% | Reduced |
| HSBC Holdings PLC | 505,215 | $27.2M | 0.02% | +152,262+43.1% | Added |
| Schonfeld Strategic Advisors LLC | 506,870 | $27.3M | 0.17% | +502,650+11,911.1% | Added |
| UBS Asset Management Americas Inc | 507,336 | $27.3M | 0.01% | +6,508+1.3% | Added |
| Groupe la Francaise | 564,184 | $30.4M | 0.78% | +564,184 | New |
| Janus Henderson Group PLC | 565,204 | $30.5M | 0.02% | −380,368−40.2% | Reduced |
| Salem Investment Counselors Inc | 586,932 | $31.6M | 1.04% | −2,732−0.5% | Reduced |
| Principal Financial Group Inc | 587,470 | $31.6M | 0.02% | −13,828−2.3% | Reduced |
| Triodos Investment Management BV | 603,234 | $32.5M | 2.63% | −12,000−2.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 604,618 | $32.6M | 0.06% | +139,529+30.0% | Added |
| California State Teachers Retirement System | 618,513 | $33.3M | 0.04% | −23,381−3.6% | Reduced |
| Scopus Asset Management, L.P. | 645,953 | $34.8M | 1.28% | +119,500+22.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 653,485 | $35.2M | 0.04% | −52,935−7.5% | Reduced |
| Natixis Advisors, L.P. | 669,291 | $36.0M | 0.07% | +131,676+24.5% | Added |
| Savant Capital, LLC | 678,444 | $36.5M | 0.29% | +183,250+37.0% | Added |
| Envestnet Asset Management Inc | 692,054 | $37.3M | 0.01% | +242,011+53.8% | Added |
| Wellington Management Group LLP | 700,036 | $37.7M | 0.01% | +426,723+156.1% | Added |
| Rit Capital Partners PLC | 724,000 | $39.0M | 9.46% | +724,000 | New |
| Retirement Systems of Alabama | 747,037 | $40.2M | 0.15% | +1,168+0.2% | Added |
| National Pension Service | 752,312 | $40.5M | 0.04% | +671,700+833.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 787,732 | $41.2M | 0.04% | +56,390+7.7% | Added |
| Evelyn Partners Investment Management LLP | 850,281 | $45.8M | 1.49% | +850,281 | New |
| Rhumbline Advisers | 868,433 | $46.8M | 0.04% | +7,474+0.9% | Added |
| Liontrust Investment Partners LLP | 866,481 | $46.8M | 0.68% | +866,481 | New |
| Compagnie Lombard Odier SCmA | 907,544 | $48.9M | 0.72% | +105,705+13.2% | Added |
| Price T Rowe Associates Inc | 949,098 | $51.1M | 0.01% | +41,044+4.5% | Added |
| BNP Paribas Arbitrage, SA | 961,618 | $51.8M | 0.04% | +282,950+41.7% | Added |
| Patten & Patten Inc | 982,190 | $52.9M | 3.49% | −20,203−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,059,201 | $57.0M | 0.04% | +18,536+1.8% | Added |
| Royal Bank of Canada | 1,067,691 | $57.5M | 0.01% | +326,437+44.0% | Added |
| Marshall Wace, LLP | 1,072,163 | $57.7M | 0.07% | −3,089,175−74.2% | Reduced |
| Aviva PLC | 1,074,578 | $58.0M | 0.15% | −74,880−6.5% | Reduced |
| Lakewood Capital Management, LP | 1,160,297 | $62.5M | 5.87% | +64,500+5.9% | Added |
| Cullen Capital Management LLC | 1,210,923 | $65.2M | 0.76% | −20,111−1.6% | Reduced |
| ARGA Investment Management, LP | 1,227,386 | $66.3M | 2.16% | −615,042−33.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,346,991 | $72.8M | 0.14% | +1,346,991 | New |
| Vontobel Holding Ltd. | 1,407,034 | $75.8M | 0.26% | +135,656+10.7% | Added |
| Swiss National Bank | 1,468,897 | $79.1M | 0.05% | −70,600−4.6% | Reduced |
| Mackenzie Financial Corp | 1,473,270 | $79.4M | 0.11% | +173,975+13.4% | Added |
| Citigroup Inc | 1,562,825 | $84.2M | 0.08% | +5640.0% | Added |
| Barclays PLC | 1,564,022 | $84.2M | 0.04% | −1,896,688−54.8% | Reduced |
| Zurich Insurance Group Ltd | 1,905,979 | $102.7M | 0.84% | +590,895+44.9% | Added |
| La Banque Postale Asset Management SA | 2,001,503 | $107.8M | 1.46% | −909,312−31.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,011,720 | $108.4M | 1.70% | −608,500−23.2% | Reduced |
| Incentive AS | 2,285,423 | $123.1M | 61.06% | +797,893+53.6% | Added |
| UBS Group AG | 2,531,482 | $136.3M | 0.03% | +1,558,421+160.2% | Added |
| Causeway Capital Management LLC | 2,662,964 | $143.4M | 3.27% | −1,534,615−36.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,997,901 | $161.5M | 0.03% | −61,841−2.0% | Reduced |
| Polaris Capital Management, LLC | 3,020,764 | $162.7M | 7.85% | +3,020,764 | New |
| Morgan Stanley | 3,105,456 | $167.3M | 0.01% | +140,014+4.7% | Added |
| Goldman Sachs Group Inc | 3,148,689 | $169.6M | 0.03% | −495,877−13.6% | Reduced |
| Legal & General Group Plc | 3,181,042 | $171.7M | 0.05% | −317,079−9.1% | Reduced |
| Dimensional Fund Advisors LP | 3,551,357 | $191.3M | 0.05% | +874,748+32.7% | Added |
| Franklin Resources Inc | 3,587,997 | $193.5M | 0.05% | −684,938−16.0% | Reduced |
| Lansdowne Partners (UK) LLP | 4,154,231 | $223.7M | 16.25% | −938,326−18.4% | Reduced |
| JPMorgan Chase & Co | 4,378,178 | $235.8M | 0.02% | −94,218−2.1% | Reduced |
| Northern Trust Corp | 4,535,347 | $244.3M | 0.03% | +523,654+13.1% | Added |
| Amundi | 4,710,569 | $244.6M | 0.09% | −1,230,333−20.7% | Reduced |
| Alliancebernstein L.P. | 4,901,172 | $264.0M | 0.09% | +1,131,147+30.0% | Added |
| Pictet Asset Management Holding SA | 4,916,005 | $264.8M | 0.29% | −265,898−5.1% | Reduced |
| Nordea Investment Management AB | 5,039,818 | $272.0M | 0.28% | +500,699+11.0% | Added |
| Victory Capital Management Inc | 5,491,092 | $295.8M | 0.29% | +5,370,587+4,456.7% | Added |
| Boston Partners | 5,643,128 | $304.4M | 0.37% | +5,643,128 | New |
| Orbis Allan Gray Ltd | 5,784,560 | $311.6M | 1.68% | +5,528,635+2,160.3% | Added |
| Bank of America Corp | 6,783,941 | $365.4M | 0.03% | +558,417+9.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 7,046,359 | $379.5M | 6.62% | +149,388+2.2% | Added |
| Bank of New York Mellon Corp | 7,288,383 | $392.6M | 0.07% | −15,766−0.2% | Reduced |
| Deutsche Bank AG | 7,469,269 | $402.3M | 0.16% | −523,404−6.5% | Reduced |
| Ameriprise Financial Inc | 9,003,480 | $484.9M | 0.12% | +149,210+1.7% | Added |
| FMR LLC | 9,805,101 | $528.2M | 0.03% | +1,078,103+12.4% | Added |
| Invesco Ltd. | 9,849,057 | $530.5M | 0.10% | +323,225+3.4% | Added |
| FIL Ltd | 10,962,433 | $590.9M | 0.55% | +4,444,704+68.2% | Added |
| Geode Capital Management, LLC | 14,328,052 | $770.0M | 0.06% | +1,594,939+12.5% | Added |
| Capital Research Global Investors | 18,439,852 | $993.2M | 0.20% | +318,806+1.8% | Added |
| State Street Corp | 19,543,907 | $1.05B | 0.04% | −34,856−0.2% | Reduced |