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 |
|---|---|---|---|---|---|
| BIP Wealth, LLC | 63,081 | $3.40M | 0.23% | +20.0% | Added |
| Prudential Financial Inc | 61,191 | $3.30M | 0.00% | −5,370−8.1% | Reduced |
| M&T Bank Corp | 60,555 | $3.27M | 0.01% | −14,311−19.1% | Reduced |
| Mutual of America Capital Management LLC | 59,189 | $3.19M | 0.03% | +59,189 | New |
| Tocqueville Asset Management L.P. | 59,003 | $3.18M | 0.05% | +3,970+7.2% | Added |
| Public Sector Pension Investment Board | 58,401 | $3.15M | 0.01% | +40,337+223.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 58,225 | $3.14M | 0.03% | +1,117+2.0% | Added |
| Kovitz Investment Group Partners, LLC | 57,834 | $3.11M | 0.02% | +4,072+7.6% | Added |
| Twin Capital Management Inc | 57,504 | $3.10M | 0.34% | +1,858+3.3% | Added |
| Yousif Capital Management, LLC | 56,674 | $3.05M | 0.03% | −2,716−4.6% | Reduced |
| State of Alaska, Department of Revenue | 56,339 | $3.03M | 0.03% | −975−1.7% | Reduced |
| Utah Retirement Systems | 56,320 | $3.03M | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 55,898 | $3.01M | 0.02% | +299+0.5% | Added |
| Swiss Life Asset Management Ltd | 55,603 | $2.99M | 0.02% | −146,036−72.4% | Reduced |
| DoubleLine ETF Adviser LP | 54,741 | $2.95M | 0.80% | +54,741 | New |
| Public Employees Retirement Association of Colorado | 53,413 | $2.88M | 0.01% | +25,231+89.5% | Added |
| Werlinich Asset Management, LLC | 51,900 | $2.78M | 1.62% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 48,800 | $2.63M | 0.00% | +5,629+13.0% | Added |
| Metis Global Partners, LLC | 47,326 | $2.55M | 0.08% | +614+1.3% | Added |
| Mizuho Securities USA LLC | 46,834 | $2.52M | 0.05% | +14,840+46.4% | Added |
| Burney Co | 46,481 | $2.50M | 0.09% | −330−0.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 45,861 | $2.47M | 0.01% | −1,775−3.7% | Reduced |
| Pathstone Holdings, LLC | 45,645 | $2.46M | 0.01% | +35,741+360.9% | Added |
| Pacer Advisors, Inc. | 44,984 | $2.42M | 0.01% | +8,399+23.0% | Added |
| Pinnacle Associates Ltd | 44,539 | $2.40M | 0.03% | +44,539 | New |
| Neuberger Berman Group LLC | 44,032 | $2.37M | 0.00% | −767,294−94.6% | Reduced |
| Investors Research Corp | 44,001 | $2.37M | 0.52% | −627−1.4% | Reduced |
| Generali Asset Management SPA SGR | 54,127 | $2.34M | 0.06% | +54,127 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 39,214 | $2.33M | 0.01% | +39,214 | New |
| Troluce Capital Advisors LLC | 43,063 | $2.32M | 0.23% | −49,633−53.5% | Reduced |
| Rafferty Asset Management, LLC | 42,888 | $2.31M | 0.01% | +4,805+12.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,487 | $2.31M | 0.01% | +9,581+29.1% | Added |
| Truist Financial Corp | 42,613 | $2.30M | 0.00% | +22,411+110.9% | Added |
| Oregon Public Employees Retirement Fund | 42,360 | $2.28M | 0.04% | +150+0.4% | Added |
| Pictet & Cie (Europe) SA | 42,104 | $2.27M | 0.05% | +12,166+40.6% | Added |
| Fruth Investment Management | 41,556 | $2.24M | 0.62% | −2,636−6.0% | Reduced |
| Adams Natural Resources Fund, Inc. | 41,300 | $2.22M | 0.35% | 00.0% | Unchanged |
| Macquarie Group Ltd | 59,865 | $2.20M | 0.00% | +24,415+68.9% | Added |
| Panagora Asset Management Inc | 38,225 | $2.06M | 0.01% | +33,673+739.7% | Added |
| Westwood Holdings Group Inc. | 37,753 | $2.03M | 0.02% | −1,268−3.2% | Reduced |
| Ethic Inc. | 37,462 | $2.02M | 0.04% | +37,462 | New |
| Recurrent Investment Advisors LLC | 37,071 | $2.00M | 0.18% | +18,619+100.9% | Added |
| Mainstay Capital Management LLC | 36,793 | $1.98M | 0.30% | +410+1.1% | Added |
| Tower Research Capital LLC (TRC) | 36,717 | $1.98M | 0.04% | +5,573+17.9% | Added |
| HighTower Advisors, LLC | 36,308 | $1.96M | 0.00% | −4,379−10.8% | Reduced |
| Davy Global Fund Management Ltd | 35,551 | $1.91M | 0.23% | −5,029−12.4% | Reduced |
| Quantinno Capital Management LP | 35,024 | $1.89M | 0.02% | +5,141+17.2% | Added |
| Timucuan Asset Management Inc | 35,000 | $1.89M | 0.06% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 34,738 | $1.87M | 0.03% | +10,312+42.2% | Added |
| Atria Investments LLC | 34,062 | $1.83M | 0.02% | +26,727+364.4% | Added |
| Kentucky Retirement Systems | 33,905 | $1.83M | 0.05% | −467−1.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,985 | $1.78M | 0.11% | −1,464−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,748 | $1.76M | 0.01% | −17,458−34.8% | Reduced |
| Toroso Investments, LLC | 32,660 | $1.76M | 0.01% | −1,355−4.0% | Reduced |
| Omers Administration Corp | 31,954 | $1.72M | 0.02% | +23,031+258.1% | Added |
| Glenmede Trust Co NA | 31,714 | $1.71M | 0.01% | +610+2.0% | Added |
| One68 Global Capital, LLC | 31,326 | $1.69M | 0.90% | +31,326 | New |
| Jefferies Financial Group Inc. | 30,122 | $1.62M | 0.02% | −11,565−27.7% | Reduced |
| Woodline Partners LP | 29,676 | $1.60M | 0.01% | +29,676 | New |
| Meiji Yasuda Life Insurance Co | 29,018 | $1.56M | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 28,783 | $1.55M | 0.00% | +7,828+37.4% | Added |
| Transform Wealth, LLC | 28,250 | $1.52M | 0.08% | −562−2.0% | Reduced |
| J. Safra Sarasin Holding AG | 28,202 | $1.52M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 27,599 | $1.49M | 0.03% | −2,200−7.4% | Reduced |
| First Trust Advisors LP | 27,095 | $1.46M | 0.00% | +1,976+7.9% | Added |
| Louisiana State Employees Retirement System | 26,600 | $1.43M | 0.03% | −1,200−4.3% | Reduced |
| Securian Asset Management, Inc | 26,558 | $1.43M | 0.04% | +26,558 | New |
| Cerity Partners LLC | 26,674 | $1.41M | 0.00% | +3,926+17.3% | Added |
| Janney Montgomery Scott LLC | 25,269 | $1.36M | 0.00% | −7,209−22.2% | Reduced |
| Edentree Asset Management Ltd | 25,000 | $1.35M | 0.39% | −108,500−81.3% | Reduced |
| Creative Planning | 24,382 | $1.31M | 0.00% | +7,705+46.2% | Added |
| JustInvest LLC | 24,287 | $1.31M | 0.02% | −1,054−4.2% | Reduced |
| Weatherly Asset Management L. P. | 23,623 | $1.27M | 0.11% | −1,223−4.9% | Reduced |
| Abacus Planning Group, Inc. | 23,597 | $1.27M | 0.22% | +23,597 | New |
| Winton Group Ltd | 23,505 | $1.27M | 0.08% | +11,908+102.7% | Added |
| New Mexico Educational Retirement Board | 23,485 | $1.26M | 0.04% | −1,900−7.5% | Reduced |
| Verition Fund Management LLC | 23,470 | $1.26M | 0.01% | −55,417−70.2% | Reduced |
| Silvercrest Asset Management Group LLC | 23,000 | $1.24M | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 22,917 | $1.23M | 0.04% | +5,677+32.9% | Added |
| Allspring Global Investments Holdings, LLC | 22,189 | $1.19M | 0.00% | −272−1.2% | Reduced |
| Cetera Investment Advisers | 22,011 | $1.19M | 0.00% | −5,183−19.1% | Reduced |
| Advisor Group Holdings, Inc. | 22,998 | $1.18M | 0.00% | −8,286−26.5% | Reduced |
| Diligent Investors, LLC | 21,910 | $1.18M | 0.27% | −200−0.9% | Reduced |
| AlphaStar Capital Management, LLC | 21,645 | $1.17M | 0.12% | +2,532+13.2% | Added |
| Cresset Asset Management, LLC | 21,539 | $1.16M | 0.01% | +12,142+129.2% | Added |
| AXA S.A. | 21,002 | $1.13M | 0.00% | −43,420−67.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,382 | $1.10M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 20,108 | $1.08M | 0.01% | +8,025+66.4% | Added |
| Squarepoint Ops LLC | 20,001 | $1.08M | 0.00% | −2,958−12.9% | Reduced |
| Miracle Mile Advisors, LLC | 19,950 | $1.07M | 0.02% | +19,950 | New |
| CI Private Wealth, LLC | 19,486 | $1.05M | 0.00% | −14,826−43.2% | Reduced |
| Thrivent Financial for Lutherans | 19,373 | $1.04M | 0.00% | +13+0.1% | Added |
| Guggenheim Capital LLC | 18,959 | $1.02M | 0.01% | −36,465−65.8% | Reduced |
| TD Private Client Wealth LLC | 17,885 | $963.3K | 0.03% | +10,504+142.3% | Added |
| US Bancorp | 17,602 | $948.0K | 0.00% | +1,601+10.0% | Added |
| Tokio Marine Asset Management Co Ltd | 17,416 | $938.0K | 0.03% | +1,287+8.0% | Added |
| First Hawaiian Bank | 17,374 | $935.8K | 0.03% | +17,374 | New |
| Norinchukin Bank, The | 17,367 | $935.4K | 0.02% | −483−2.7% | Reduced |
| Synovus Financial Corp | 17,258 | $929.5K | 0.01% | −95−0.5% | Reduced |
| 626 Financial, LLC | 17,175 | $925.0K | 0.50% | −1,802−9.5% | Reduced |