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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 303,671 | $16.4M | 0.06% | +118,496+64.0% | Added |
| Korea Investment CORP | 303,250 | $16.3M | 0.04% | −243,586−44.5% | Reduced |
| New York State Teachers Retirement System | 293,639 | $15.8M | 0.03% | −6,538−2.2% | Reduced |
| Redwood Grove Capital, LLC | 292,636 | $15.8M | 4.88% | −25,958−8.1% | Reduced |
| State of Wisconsin Investment Board | 285,586 | $15.4M | 0.04% | −100,605−26.1% | Reduced |
| Melqart Asset Management (UK) Ltd | 278,712 | $15.0M | 2.02% | −443,024−61.4% | Reduced |
| Swedbank AB | 276,328 | $14.9M | 0.02% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 273,845 | $14.7M | 0.02% | −2,496,625−90.1% | Reduced |
| American Century Companies Inc | 271,790 | $14.6M | 0.01% | −793,389−74.5% | Reduced |
| Walleye Capital LLC | 268,507 | $14.5M | 0.14% | +268,507 | New |
| Chevy Chase Trust Holdings, Inc. | 259,306 | $14.0M | 0.04% | −5,228−2.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 250,913 | $13.5M | 0.03% | +3,127+1.3% | Added |
| Wells Fargo & Company | 247,964 | $13.4M | 0.00% | +2,203+0.9% | Added |
| Allianz Asset Management GmbH | 243,475 | $13.1M | 0.02% | −333,010−57.8% | Reduced |
| National Bank of Canada | 239,508 | $12.9M | 0.02% | +228,635+2,102.8% | Added |
| Treasurer of the State of North Carolina | 233,445 | $12.6M | 0.05% | +7,550+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 230,364 | $12.4M | 0.04% | +3,891+1.7% | Added |
| KBC Group NV | 220,978 | $11.9M | 0.03% | +24,239+12.3% | Added |
| State of Tennessee, Treasury Department | 219,242 | $11.8M | 0.04% | +14,613+7.1% | Added |
| Raymond James Financial Inc | 212,862 | $11.5M | 0.00% | +212,862 | New |
| Voya Investment Management LLC | 208,138 | $11.2M | 0.01% | −70,172−25.2% | Reduced |
| Susquehanna International Group, LLP | 201,344 | $10.8M | 0.02% | +108,173+116.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 199,391 | $10.7M | 0.69% | +142,396+249.8% | Added |
| Asset Management One Co.,Ltd. | 196,794 | $10.7M | 0.04% | +10,890+5.9% | Added |
| Holowesko Partners Ltd. | 197,338 | $10.6M | 4.87% | 00.0% | Unchanged |
| Danske Bank A/S | 194,716 | $10.5M | 0.03% | −7,422−3.7% | Reduced |
| State of New Jersey Common Pension Fund D | 193,382 | $10.4M | 0.04% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 190,906 | $10.3M | 0.04% | +13,947+7.9% | Added |
| Riposte Capital LLC | 190,000 | $10.2M | 5.41% | −10,000−5.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 186,447 | $10.0M | 0.10% | +186,447 | New |
| Private Management Group Inc | 183,603 | $9.89M | 0.36% | −6,699−3.5% | Reduced |
| M&G Plc | 182,893 | $9.88M | 0.06% | −5,948−3.1% | Reduced |
| Russell Investments Group, Ltd. | 182,229 | $9.80M | 0.01% | +8,152+4.7% | Added |
| TD Asset Management Inc | 181,135 | $9.76M | 0.01% | +45,110+33.2% | Added |
| LPL Financial LLC | 180,908 | $9.74M | 0.00% | +98,887+120.6% | Added |
| Van Den Berg Management I, Inc | 180,629 | $9.73M | 2.80% | −3,866−2.1% | Reduced |
| Public Employees Retirement System of Ohio | 177,596 | $9.57M | 0.03% | −10,168−5.4% | Reduced |
| Millennium Management LLC | 175,090 | $9.43M | 0.01% | −1,729,841−90.8% | Reduced |
| Man Group plc | 175,030 | $9.43M | 0.03% | +42,108+31.7% | Added |
| KLP Kapitalforvaltning AS | 173,371 | $9.34M | 0.04% | +173,371 | New |
| CastleKnight Management LP | 171,200 | $9.22M | 1.01% | +171,200 | New |
| Slate Path Capital LP | 167,000 | $8.99M | 0.16% | +167,000 | New |
| Oppenheimer Asset Management Inc. | 166,491 | $8.97M | 0.11% | −1,068−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 161,709 | $8.71M | 0.03% | +1,012+0.6% | Added |
| Hartree Partners, LP | 157,299 | $8.47M | 3.16% | +63,995+68.6% | Added |
| Fisher Funds Management LTD | 156,444 | $8.43M | 0.20% | +156,444 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 155,200 | $8.36M | 0.08% | +155,200 | New |
| Arizona State Retirement System | 151,023 | $8.13M | 0.05% | +2,237+1.5% | Added |
| Gateway Investment Advisers LLC | 149,888 | $8.07M | 0.09% | +6,973+4.9% | Added |
| Ensign Peak Advisors, Inc | 146,650 | $7.90M | 0.01% | +16,475+12.7% | Added |
| State of Michigan Retirement System | 145,264 | $7.82M | 0.04% | +5,200+3.7% | Added |
| Lighthouse Investment Partners, LLC | 135,000 | $7.27M | 0.28% | +97,861+263.5% | Added |
| Handelsbanken Fonder AB | 132,000 | $7.11M | 0.03% | +132,000 | New |
| LMR Partners LLP | 131,840 | $7.10M | 0.12% | +131,840 | New |
| MetLife Investment Management | 131,187 | $7.07M | 0.04% | +2,485+1.9% | Added |
| KWMG, LLC | 129,410 | $6.97M | 0.72% | −1,966−1.5% | Reduced |
| De Lisle Partners LLP | 125,000 | $6.74M | 0.99% | +25,000+25.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 125,046 | $6.74M | 0.06% | +125,046 | New |
| Robeco Institutional Asset Management B.V. | 120,303 | $6.48M | 0.01% | −7,857−6.1% | Reduced |
| Corebridge Financial, Inc. | 117,165 | $6.31M | 0.03% | −5,513−4.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 114,732 | $6.18M | 0.01% | +22,430+24.3% | Added |
| Mediolanum International Funds Ltd | 115,468 | $6.17M | 0.08% | +115,468 | New |
| SG Americas Securities, LLC | 113,515 | $6.11M | 0.03% | +96,451+565.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 113,117 | $6.09M | 0.23% | +5,096+4.7% | Added |
| Manning & Napier Advisors LLC | 109,767 | $5.91M | 0.07% | +14,093+14.7% | Added |
| Forsta Ap-Fonden | 109,700 | $5.91M | 0.04% | −1,100−1.0% | Reduced |
| Xponance, Inc. | 107,522 | $5.79M | 0.05% | +1,456+1.4% | Added |
| Czech National Bank | 107,142 | $5.77M | 0.05% | +6,634+6.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 105,071 | $5.66M | 0.04% | −2,335−2.2% | Reduced |
| Rathbone Brothers plc | 104,102 | $5.63M | 0.03% | −8,988−7.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 102,486 | $5.52M | 2.01% | +102,486 | New |
| DnB Asset Management AS | 101,575 | $5.47M | 0.02% | +2,798+2.8% | Added |
| British Columbia Investment Management Corp | 99,575 | $5.36M | 0.03% | +12,915+14.9% | Added |
| Evelyn Partners Investment Management Services Ltd | 98,335 | $5.30M | 0.92% | +98,335 | New |
| Stifel Financial Corp | 98,129 | $5.29M | 0.01% | +11,200+12.9% | Added |
| Alpha Omega Wealth Management LLC | 97,505 | $5.25M | 1.00% | +97,505 | New |
| Amalgamated Bank | 96,406 | $5.19M | 0.04% | −1,812−1.8% | Reduced |
| APG Asset Management N.V. | 89,019 | $4.63M | 0.01% | −56,466−38.8% | Reduced |
| ProShare Advisors LLC | 84,226 | $4.54M | 0.01% | +7,103+9.2% | Added |
| Exane Asset Management | 99,802 | $4.46M | 2.54% | +99,802 | New |
| Letko, Brosseau & Associates Inc | 81,850 | $4.41M | 0.09% | −1,975−2.4% | Reduced |
| CIBC Asset Management Inc | 81,269 | $4.38M | 0.01% | +8,615+11.9% | Added |
| Sage Capital Advisors,llc | 79,494 | $4.28M | 1.11% | −120.0% | Reduced |
| Lazard Asset Management LLC | 79,387 | $4.28M | 0.01% | −21,086−21.0% | Reduced |
| Polar Capital Holdings Plc | 78,590 | $4.23M | 0.02% | −449,180−85.1% | Reduced |
| Old North State Wealth Management, LLC | 77,437 | $4.17M | 2.35% | +786+1.0% | Added |
| Beverly Hills Private Wealth, LLC | 76,152 | $4.10M | 0.83% | +20,569+37.0% | Added |
| Standard Life Aberdeen plc | 70,801 | $3.82M | 0.01% | +16,790+31.1% | Added |
| Mesirow Institutional Investment Management, Inc. | 70,774 | $3.81M | 0.29% | +12,946+22.4% | Added |
| Raiffeisen Bank International AG | 69,134 | $3.71M | 0.06% | +69,134 | New |
| New York Life Investment Management LLC | 67,206 | $3.62M | 0.04% | +759+1.1% | Added |
| Wharton Business Group, LLC | 67,094 | $3.61M | 0.16% | −60,492−47.4% | Reduced |
| Nomura Holdings Inc | 66,735 | $3.59M | 0.02% | +66,735 | New |
| Walnut Level Capital LLC | 65,000 | $3.50M | 1.92% | +65,000 | New |
| Richard P Slaughter Associates Inc | 64,848 | $3.49M | 0.78% | −512−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 64,330 | $3.46M | 0.01% | −10,793−14.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 63,574 | $3.42M | 0.32% | +448+0.7% | Added |
| SWS Partners | 63,508 | $3.42M | 1.04% | −1,217−1.9% | Reduced |
| Nissay Asset Management Corp | 62,889 | $3.42M | 0.02% | +807+1.3% | Added |
| ING Groep NV | 63,113 | $3.40M | 0.02% | −2,873−4.4% | Reduced |