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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 5,367 | $286.2K | 0.00% | +5,367 | New |
| Wealthspire Advisors, LLC | 5,204 | $280.3K | 0.00% | −259−4.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,155 | $277.7K | 0.00% | +5,155 | New |
| GeoWealth Management, LLC | 5,029 | $270.9K | 0.01% | +2,136+73.8% | Added |
| Ameritas Investment Partners, Inc. | 4,997 | $269.1K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,934 | $266.0K | 0.02% | +589+13.6% | Added |
| GTS Securities LLC | 4,899 | $263.9K | 0.01% | +4,899 | New |
| Teacher Retirement System of Texas | 4,867 | $262.0K | 0.00% | −162,706−97.1% | Reduced |
| Nisa Investment Advisors, LLC | 4,824 | $259.8K | 0.00% | −6,145−56.0% | Reduced |
| Independent Financial Group, LLC | 4,789 | $257.9K | 0.01% | +4,789 | New |
| Edmond de Rothschild Holding S.A. | 4,763 | $257.6K | 0.00% | −164−3.3% | Reduced |
| Legacy Capital Group California, Inc. | 4,763 | $256.5K | 0.08% | −10.0% | Reduced |
| Fiduciary Alliance LLC | 4,700 | $253.1K | 0.03% | +4,700 | New |
| Citizens National Bank Trust Department | 4,690 | $252.6K | 0.05% | +4,690 | New |
| Argent Trust Co | 4,609 | $248.2K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,580 | $247.0K | 0.00% | −1,309−22.2% | Reduced |
| GWM Advisors LLC | 4,538 | $244.4K | 0.00% | +3,040+202.9% | Added |
| Integrated Investment Consultants, LLC | 4,500 | $242.4K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,479 | $241.2K | 0.03% | +4,479 | New |
| EverSource Wealth Advisors, LLC | 4,460 | $240.2K | 0.01% | +18+0.4% | Added |
| Perpetual Ltd | 4,331 | $233.3K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,294 | $231.3K | 0.01% | −776−15.3% | Reduced |
| Axxcess Wealth Management, LLC | 4,261 | $229.5K | 0.01% | −218−4.9% | Reduced |
| Evercore Wealth Management, LLC | 4,195 | $225.9K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,196 | $225.1K | 0.01% | +4,196 | New |
| Quantessence Capital LLC | 4,066 | $219.0K | 0.09% | +4,066 | New |
| Fairview Capital Investment Management, LLC | 4,000 | $215.4K | 0.01% | +4,000 | New |
| Journey Strategic Wealth LLC | 3,839 | $206.8K | 0.01% | +3,839 | New |
| Ridgeline Wealth Planning, LLC | 3,822 | $205.9K | 0.20% | +3,822 | New |
| Keybank National Association | 3,794 | $204.3K | 0.00% | −1,320−25.8% | Reduced |
| United Capital Financial Advisers, LLC | 3,752 | $202.1K | 0.00% | −832−18.2% | Reduced |
| Farther Finance Advisors, LLC | 3,692 | $198.9K | 0.01% | +3,692 | New |
| Turim 21 Investimentos Ltda. | 3,660 | $194.3K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,595 | $193.0K | 0.00% | +3,574+17,019.0% | Added |
| Security National Bank | 3,357 | $180.8K | 0.03% | +3,357 | New |
| Bryn Mawr Trust Co | 3,272 | $176.2K | 0.00% | +558+20.6% | Added |
| Simplex Trading, LLC | 3,261 | $175.0K | 0.00% | +827+34.0% | Added |
| Mirova | 3,143 | $169.3K | 0.03% | −132−4.0% | Reduced |
| Optiver Holding B.V. | 2,991 | $161.1K | 0.01% | −3,544−54.2% | Reduced |
| Ci Investments Inc. | 2,914 | $157.0K | 0.00% | −1,611−35.6% | Reduced |
| Skylands Capital, LLC | 2,867 | $154.4K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,411 | $130.0K | 0.01% | +2,411 | New |
| Covestor Ltd | 2,308 | $124.0K | 0.08% | +188+8.9% | Added |
| Cary Street Partners Financial LLC | 2,177 | $117.3K | 0.00% | +2,177 | New |
| Sentry Investment Management LLC | 2,073 | $112.0K | 0.05% | −337−14.0% | Reduced |
| McIlrath & Eck, LLC | 2,027 | $109.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,017 | $108.6K | 0.07% | +2,017 | New |
| SBI Securities Co., Ltd. | 1,977 | $106.5K | 0.00% | +1,977 | New |
| Federated Hermes, Inc. | 1,836 | $98.9K | 0.00% | −57−3.0% | Reduced |
| BFSG, LLC | 1,825 | $98.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,752 | $94.4K | 0.00% | +1,752 | New |
| Global Retirement Partners, LLC | 1,728 | $93.1K | 0.00% | −46−2.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,685 | $91.0K | 0.01% | +2+0.1% | Added |
| Allworth Financial LP | 1,626 | $90.0K | 0.00% | −41−2.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,606 | $86.5K | 0.08% | +1,606 | New |
| Parallel Advisors, LLC | 1,493 | $80.4K | 0.00% | −133−8.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,443 | $77.7K | 0.04% | +1,443 | New |
| Exchange Traded Concepts, LLC | 1,426 | $76.8K | 0.00% | −260−15.4% | Reduced |
| Assetmark, Inc | 1,390 | $74.9K | 0.00% | +198+16.6% | Added |
| Smartleaf Asset Management LLC | 1,205 | $64.6K | 0.01% | −51−4.1% | Reduced |
| Fedenia Advisers LLC | 1,165 | $62.7K | 0.04% | +1,165 | New |
| Umb Bank N A | 1,086 | $58.5K | 0.00% | +1,086 | New |
| Old Point Trust & Financial Services N A | 1,084 | $58.4K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,082 | $58.3K | 0.03% | +1,082 | New |
| Signaturefd, LLC | 1,079 | $58.1K | 0.00% | −4,522−80.7% | Reduced |
| Mather Group, LLC. | 1,076 | $58.0K | 0.00% | +580+116.9% | Added |
| Oakworth Capital, Inc. | 1,002 | $54.0K | 0.00% | −1,050−51.2% | Reduced |
| Twin Lakes Capital Management, LLC | 981 | $52.8K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 958 | $51.6K | 0.02% | +958 | New |
| Gen-Wealth Partners Inc | 955 | $51.4K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 921 | $49.6K | 0.00% | +921 | New |
| Armstrong Advisory Group, Inc | 907 | $48.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 847 | $45.6K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 834 | $44.9K | 0.01% | +138+19.8% | Added |
| Center for Financial Planning, Inc. | 809 | $43.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 780 | $42.0K | 0.00% | +780 | New |
| Quadrant Capital Group LLC | 759 | $40.9K | 0.00% | −143−15.9% | Reduced |
| Ancora Advisors, LLC | 754 | $40.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 697 | $37.6K | 0.00% | +570+448.8% | Added |
| Principal Securities, Inc. | 695 | $37.4K | 0.00% | +229+49.1% | Added |
| Spire Wealth Management | 669 | $36.0K | 0.00% | +669 | New |
| Montag A & Associates Inc | 645 | $34.7K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 641 | $34.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $32.3K | 0.01% | +600 | New |
| University of Texas/Texas Am Investment Managment Co | 565 | $30.4K | 0.00% | +565 | New |
| Deseret Mutual Benefit Administrators | 554 | $29.8K | 0.01% | +554 | New |
| Fairscale Capital, LLC | 550 | $29.6K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 520 | $28.0K | 0.01% | +520 | New |
| Massmutual Trust Co FSB | 516 | $27.8K | 0.00% | +279+117.7% | Added |
| Versant Capital Management, Inc | 506 | $27.3K | 0.01% | +506 | New |
| Carolinas Wealth Consulting LLC | 504 | $27.1K | 0.01% | −12−2.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $26.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 484 | $26.1K | 0.00% | −15,332−96.9% | Reduced |
| Retirement Wealth Solutions LLC | 484 | $25.1K | 0.02% | +484 | New |
| Beaird Harris Wealth Management, LLC | 446 | $24.0K | 0.00% | +446 | New |
| Parkside Financial Bank & Trust | 440 | $23.7K | 0.00% | −53−10.8% | Reduced |
| Rakuten Securities, Inc. | 396 | $21.3K | 0.01% | +396 | New |
| Creative Financial Designs Inc | 381 | $20.5K | 0.00% | +381 | New |
| Quarry LP | 368 | $19.8K | 0.00% | +368 | New |
| CIBC Private Wealth Group, LLC | 373 | $19.4K | 0.00% | +109+41.3% | Added |