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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 16,992 | $915.2K | 0.01% | +7,902+86.9% | Added |
| Dynasty Wealth Management, LLC | 16,711 | $900.1K | 0.02% | +16,711 | New |
| Rockefeller Capital Management L.P. | 15,866 | $854.6K | 0.00% | +225+1.4% | Added |
| Assenagon Asset Management S.A. | 15,865 | $854.5K | 0.00% | −1,742−9.9% | Reduced |
| Icon Wealth Advisors, LLC | 15,771 | $849.4K | 0.07% | +265+1.7% | Added |
| Group One Trading, L.P. | 15,759 | $848.8K | 0.03% | −51,229−76.5% | Reduced |
| Illinois Municipal Retirement Fund | 15,534 | $836.7K | 0.01% | −28,099−64.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,474 | $833.4K | 0.01% | −7,243−31.9% | Reduced |
| Allstate Corp | 15,287 | $823.4K | 0.02% | +15,287 | New |
| Crossmark Global Holdings, Inc. | 15,253 | $822.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,180 | $818.0K | 0.05% | +7,320+93.1% | Added |
| South Dakota Investment Council | 14,914 | $803.0K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 14,189 | $764.2K | 0.16% | +365+2.6% | Added |
| MML Investors Services, LLC | 14,129 | $761.0K | 0.00% | +5,826+70.2% | Added |
| Mercer Global Advisors Inc | 14,054 | $757.0K | 0.00% | −53,558−79.2% | Reduced |
| Moody National Bank Trust Division | 13,718 | $738.9K | 0.08% | +13,718 | New |
| HB Wealth Management, LLC | 13,272 | $714.8K | 0.01% | +13,272 | New |
| Envestnet Portfolio Solutions, Inc. | 13,151 | $708.3K | 0.00% | +4,115+45.5% | Added |
| Patten Group, Inc. | 12,904 | $695.0K | 0.15% | +511+4.1% | Added |
| Valeo Financial Advisors, LLC | 12,673 | $682.6K | 0.02% | +12,673 | New |
| Fullcircle Wealth LLC | 12,462 | $681.0K | 0.28% | +12,462 | New |
| Catalytic Wealth RIA, LLC | 12,519 | $674.3K | 0.12% | +2,000+19.0% | Added |
| Park Avenue Securities LLC | 12,394 | $668.0K | 0.01% | +1,035+9.1% | Added |
| Federation des caisses Desjardins du Quebec | 12,301 | $662.5K | 0.00% | −869−6.6% | Reduced |
| Jump Financial, LLC | 11,632 | $626.5K | 0.01% | +11,632 | New |
| United Services Automobile Association | 11,572 | $623.3K | 0.02% | +740+6.8% | Added |
| Citizens Financial Group Inc | 11,565 | $622.9K | 0.01% | +1,048+10.0% | Added |
| Vident Advisory, LLC | 11,316 | $609.5K | 0.01% | +5,925+109.9% | Added |
| Jupiter Asset Management Ltd | 11,215 | $604.0K | 0.01% | −113,781−91.0% | Reduced |
| NEOS Investment Management LLC | 11,139 | $599.9K | 0.01% | +2,484+28.7% | Added |
| Kestra Advisory Services, LLC | 11,103 | $598.0K | 0.00% | +2,638+31.2% | Added |
| Profund Advisors LLC | 10,838 | $583.7K | 0.02% | −3,050−22.0% | Reduced |
| Ronald Blue Trust, Inc. | 10,747 | $578.8K | 0.01% | +10,747 | New |
| Modern Wealth Management, LLC | 10,686 | $575.5K | 0.02% | +10,686 | New |
| Moors & Cabot, Inc. | 10,385 | $559.4K | 0.03% | −133−1.3% | Reduced |
| Vestcor Inc | 10,299 | $555.0K | 0.02% | −14−0.1% | Reduced |
| Kimelman & Baird, LLC | 10,250 | $552.1K | 0.04% | −90−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,195 | $549.1K | 0.04% | +10,195 | New |
| McDonald Partners LLC | 10,000 | $538.6K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 9,779 | $526.7K | 0.01% | +3,738+61.9% | Added |
| Nicholas Hoffman & Company, LLC. | 9,574 | $515.7K | 0.02% | +9,574 | New |
| Merit Financial Group, LLC | 9,527 | $513.1K | 0.01% | −1,464−13.3% | Reduced |
| Colony Group, LLC | 9,496 | $511.5K | 0.00% | +9,496 | New |
| Empowered Funds, LLC | 9,478 | $510.5K | 0.01% | +853+9.9% | Added |
| CAPROCK Group, Inc. | 9,426 | $507.7K | 0.02% | +3,740+65.8% | Added |
| Wealth Alliance | 9,421 | $507.4K | 0.06% | +9,421 | New |
| Diversified Trust Co | 9,384 | $505.4K | 0.01% | −4,177−30.8% | Reduced |
| Ossiam | 9,365 | $504.4K | 0.01% | +6,604+239.2% | Added |
| Sapience Investments, LLC | 9,174 | $494.1K | 0.29% | −4,282−31.8% | Reduced |
| Radnor Capital Management, LLC | 9,167 | $494.0K | 0.08% | −468−4.9% | Reduced |
| BIP Alliance, LLC | 9,060 | $488.0K | 0.21% | +9,060 | New |
| Catalyst Funds Management Pty Ltd | 8,900 | $479.4K | 0.12% | +8,900 | New |
| Northwestern Mutual Wealth Management Co | 8,797 | $473.8K | 0.00% | +541+6.6% | Added |
| Regions Financial Corp | 8,741 | $470.8K | 0.00% | +8,741 | New |
| Investors Asset Management of Georgia Inc | 8,435 | $454.3K | 0.22% | −150−1.7% | Reduced |
| Old National Bancorp | 8,359 | $450.2K | 0.01% | +2,891+52.9% | Added |
| Ruffer LLP | 8,300 | $447.0K | 0.02% | −3,830,768−99.8% | Reduced |
| Fifth Third Bancorp | 8,271 | $445.5K | 0.00% | −965−10.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,260 | $444.9K | 0.00% | +1,912+30.1% | Added |
| Mount Yale Investment Advisors, LLC | 8,259 | $444.8K | 0.04% | +8,259 | New |
| Hartford Financial Management Inc. | 8,255 | $444.6K | 0.09% | −3,795−31.5% | Reduced |
| V-Square Quantitative Management LLC | 8,217 | $442.6K | 0.06% | −379−4.4% | Reduced |
| Schechter Investment Advisors, LLC | 8,172 | $440.1K | 0.03% | +8,172 | New |
| Pflug Koory, LLC | 8,017 | $431.8K | 0.22% | +175+2.2% | Added |
| MYDA Advisors LLC | 8,000 | $430.9K | 0.12% | +8,000 | New |
| Boothbay Fund Management, LLC | 7,951 | $428.2K | 0.01% | −3,281−29.2% | Reduced |
| Jones Financial Companies LLLP | 7,869 | $423.8K | 0.00% | +3,473+79.0% | Added |
| Empirical Finance, LLC | 7,841 | $422.3K | 0.02% | −234−2.9% | Reduced |
| Wesbanco Bank Inc | 7,764 | $418.2K | 0.01% | +7,764 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 7,600 | $409.3K | 0.02% | +7,600 | New |
| Ieq Capital, LLC | 7,578 | $408.1K | 0.00% | −443−5.5% | Reduced |
| MONECO Advisors, LLC | 7,499 | $403.9K | 0.04% | +161+2.2% | Added |
| Womack Financial LLC | 7,361 | $396.5K | 0.35% | +7,361 | New |
| MUFG Securities Americas Inc. | 7,294 | $392.9K | 0.05% | +7,294 | New |
| Bridgewater Associates, LP | 7,269 | $391.5K | 0.00% | −73,327−91.0% | Reduced |
| Captrust Financial Advisors | 7,269 | $391.5K | 0.00% | +2,138+41.7% | Added |
| AQR Capital Management LLC | 7,047 | $380.6K | 0.00% | +170+2.5% | Added |
| Fulton Bank, N.A. | 6,905 | $371.9K | 0.01% | +6,905 | New |
| Benjamin Edwards Inc | 6,891 | $371.1K | 0.01% | −650−8.6% | Reduced |
| Bessemer Group Inc | 6,771 | $364.0K | 0.00% | +197+3.0% | Added |
| GAMMA Investing LLC | 6,754 | $363.8K | 0.03% | +1,718+34.1% | Added |
| Horizon Investments, LLC | 6,751 | $363.6K | 0.01% | +57+0.9% | Added |
| Advisory Services Network, LLC | 6,424 | $346.0K | 0.01% | +6,424 | New |
| Independent Advisor Alliance | 6,421 | $345.8K | 0.00% | +330+5.4% | Added |
| Warren Averett Asset Management, LLC | 6,205 | $334.2K | 0.01% | −825−11.7% | Reduced |
| We Are One Seven, LLC | 6,165 | $332.0K | 0.01% | +6,165 | New |
| Executive Wealth Management, LLC | 6,000 | $323.2K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 5,988 | $323.0K | 0.00% | +1,391+30.3% | Added |
| Geneos Wealth Management Inc. | 5,957 | $320.8K | 0.01% | +5,957 | New |
| Legacy Financial Advisors, Inc. | 5,763 | $310.4K | 0.05% | +235+4.3% | Added |
| Ostrum Asset Management | 5,703 | $307.2K | 0.03% | −236−4.0% | Reduced |
| QRG Capital Management, Inc. | 5,677 | $305.8K | 0.00% | +5,677 | New |
| Stephens Inc | 5,616 | $302.5K | 0.00% | +199+3.7% | Added |
| Fiduciary Trust Co | 5,615 | $302.4K | 0.00% | −392−6.5% | Reduced |
| Van Eck Associates Corp | 5,540 | $298.0K | 0.00% | −434−7.3% | Reduced |
| West Paces Advisors Inc. | 5,453 | $293.7K | 0.07% | +5,453 | New |
| Meeder Advisory Services, Inc. | 5,439 | $292.9K | 0.02% | −784−12.6% | Reduced |
| Commerce Bank | 5,410 | $291.4K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 5,408 | $291.3K | 0.01% | +5,408 | New |
| Harbor Advisors LLC | 5,315 | $286.3K | 0.04% | 00.0% | Unchanged |