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, Q1 2025
Institutional positions in Smurfit Westrock plc as of Mar 31, 2025. 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
- 596
- +2 vs. Q4 2024
- Shares held
- 438.6M
- +21.3M (+5.1%) vs. Q4 2024
- Total value
- $19.7B
- −$2.71B (−12.1%) vs. Q4 2024
- New holders
- 78
- 212 more added
- Sold out
- 76
- 222 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $19.6B |
| Q2 2025 | 580 | $19.5B |
| Q1 2025 | 596 | $19.7B |
| Q4 2024 | 604 | $23.6B |
| Q3 2024 | 507 | $23.7B |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 79,187,333 | $3.56B | 0.06% | +316,074+0.4% | Added |
| BlackRock, Inc. | 43,478,875 | $1.96B | 0.04% | +1,990,325+4.8% | Added |
| Nuveen, LLC | 23,331,099 | $1.05B | 0.32% | +23,331,099 | New |
| Norges Bank | 21,617,935 | $972.2M | 0.14% | −2,504,390−10.4% | Reduced |
| Capital Research Global Investors | 21,432,311 | $965.7M | 0.21% | +2,992,459+16.2% | Added |
| State Street Corp | 20,440,002 | $921.3M | 0.04% | +896,095+4.6% | Added |
| Geode Capital Management, LLC | 14,944,462 | $671.6M | 0.05% | +616,410+4.3% | Added |
| FIL Ltd | 11,045,763 | $496.9M | 0.47% | +83,330+0.8% | Added |
| FMR LLC | 10,625,028 | $478.6M | 0.03% | +819,927+8.4% | Added |
| Invesco Ltd. | 10,244,072 | $461.6M | 0.09% | +395,015+4.0% | Added |
| Orbis Allan Gray Ltd | 10,114,213 | $455.7M | 2.61% | +4,329,653+74.8% | Added |
| Ameriprise Financial Inc | 8,428,762 | $379.8M | 0.10% | −574,718−6.4% | Reduced |
| Deutsche Bank AG | 7,338,884 | $330.7M | 0.13% | −130,385−1.7% | Reduced |
| Bank of New York Mellon Corp | 7,101,388 | $320.0M | 0.06% | −186,995−2.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 6,852,665 | $308.8M | 5.50% | −193,694−2.7% | Reduced |
| JPMorgan Chase & Co | 6,100,067 | $274.9M | 0.02% | +1,721,889+39.3% | Added |
| Alliancebernstein L.P. | 5,689,254 | $256.4M | 0.09% | +788,082+16.1% | Added |
| Boston Partners | 5,374,682 | $241.2M | 0.29% | −268,446−4.8% | Reduced |
| Nordea Investment Management AB | 5,121,729 | $228.7M | 0.24% | +81,911+1.6% | Added |
| Pictet Asset Management Holding SA | 4,947,415 | $222.9M | 0.25% | +31,410+0.6% | Added |
| Franklin Resources Inc | 4,956,341 | $222.7M | 0.06% | +1,368,344+38.1% | Added |
| Amundi | 5,022,339 | $214.5M | 0.08% | +311,770+6.6% | Added |
| Bank of America Corp | 4,701,471 | $211.8M | 0.02% | −2,082,470−30.7% | Reduced |
| Northern Trust Corp | 4,285,833 | $193.1M | 0.03% | −249,514−5.5% | Reduced |
| Dimensional Fund Advisors LP | 4,138,983 | $186.5M | 0.05% | +587,626+16.5% | Added |
| Morgan Stanley | 3,682,184 | $165.9M | 0.01% | +576,728+18.6% | Added |
| Legal & General Group Plc | 3,625,991 | $162.5M | 0.04% | +444,949+14.0% | Added |
| Citigroup Inc | 3,296,743 | $148.6M | 0.11% | +1,733,918+110.9% | Added |
| Charles Schwab Investment Management Inc | 2,924,500 | $131.8M | 0.02% | −73,401−2.4% | Reduced |
| Causeway Capital Management LLC | 2,693,844 | $121.4M | 2.54% | +30,880+1.2% | Added |
| Goldman Sachs Group Inc | 2,542,733 | $114.6M | 0.02% | −605,956−19.2% | Reduced |
| Polaris Capital Management, LLC | 2,470,323 | $111.3M | 6.37% | −550,441−18.2% | Reduced |
| Incentive AS | 2,312,540 | $104.2M | 63.93% | +27,117+1.2% | Added |
| Marshall Wace, LLP | 1,934,910 | $87.2M | 0.12% | +862,747+80.5% | Added |
| Lansdowne Partners (UK) LLP | 1,929,952 | $87.0M | 12.32% | −2,224,279−53.5% | Reduced |
| UBS Group AG | 1,899,473 | $85.6M | 0.02% | −632,009−25.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,892,320 | $85.3M | 1.45% | −119,400−5.9% | Reduced |
| Barclays PLC | 1,823,237 | $82.2M | 0.04% | +259,215+16.6% | Added |
| Millennium Management LLC | 1,553,079 | $70.0M | 0.07% | +1,377,989+787.0% | Added |
| Swiss National Bank | 1,466,997 | $66.1M | 0.05% | −1,900−0.1% | Reduced |
| Vontobel Holding Ltd. | 1,421,506 | $64.1M | 0.23% | +14,472+1.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,256,052 | $56.1M | 0.11% | −90,939−6.8% | Reduced |
| Mackenzie Financial Corp | 1,186,188 | $53.2M | 0.08% | −3,233,622−73.2% | Reduced |
| Lakewood Capital Management, LP | 1,160,297 | $52.3M | 4.66% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,047,122 | $47.2M | 0.03% | −12,079−1.1% | Reduced |
| Price T Rowe Associates Inc | 989,425 | $44.6M | 0.01% | +40,327+4.2% | Added |
| BNP Paribas Arbitrage, SA | 986,592 | $44.5M | 0.03% | +24,974+2.6% | Added |
| Patten & Patten Inc | 980,340 | $44.2M | 2.96% | −1,850−0.2% | Reduced |
| Wellington Management Group LLP | 969,929 | $43.7M | 0.01% | +269,893+38.6% | Added |
| Royal Bank of Canada | 940,766 | $42.4M | 0.01% | −126,925−11.9% | Reduced |
| Rhumbline Advisers | 918,099 | $41.4M | 0.04% | +49,666+5.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 914,246 | $41.2M | 0.04% | +126,514+16.1% | Added |
| Point72 Asset Management, L.P. | 876,049 | $39.5M | 0.11% | +876,049 | New |
| Cullen Capital Management LLC | 851,665 | $38.4M | 0.44% | −359,258−29.7% | Reduced |
| Compagnie Lombard Odier SCmA | 848,871 | $38.3M | 0.47% | −58,673−6.5% | Reduced |
| National Pension Service | 843,136 | $38.0M | 0.04% | +90,824+12.1% | Added |
| Aviva PLC | 840,116 | $37.6M | 0.09% | −234,462−21.8% | Reduced |
| Evelyn Partners Investment Management LLP | 828,599 | $37.3M | 1.24% | −21,682−2.5% | Reduced |
| Savant Capital, LLC | 769,679 | $34.7M | 0.29% | +91,235+13.4% | Added |
| Zurich Insurance Group Ltd | 765,749 | $34.2M | 0.28% | −1,140,230−59.8% | Reduced |
| Retirement Systems of Alabama | 739,065 | $33.3M | 0.13% | −7,972−1.1% | Reduced |
| Rit Capital Partners PLC | 724,000 | $32.6M | 6.32% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 701,452 | $31.6M | 1.14% | +55,499+8.6% | Added |
| La Banque Postale Asset Management SA | 675,573 | $30.4M | 0.47% | −1,325,930−66.2% | Reduced |
| California State Teachers Retirement System | 622,733 | $28.1M | 0.03% | +4,220+0.7% | Added |
| Principal Financial Group Inc | 589,825 | $26.6M | 0.01% | +2,355+0.4% | Added |
| Salem Investment Counselors Inc | 586,932 | $26.4M | 0.92% | 00.0% | Unchanged |
| Foresight Group Ltd Liability Partnership | 577,630 | $26.0M | 3.67% | +577,630 | New |
| Voloridge Investment Management, LLC | 553,106 | $24.9M | 0.09% | +553,106 | New |
| Janus Henderson Group PLC | 542,952 | $24.3M | 0.01% | −22,252−3.9% | Reduced |
| Artemis Investment Management LLP | 521,905 | $23.5M | 0.36% | +123,029+30.8% | Added |
| UBS Asset Management Americas Inc | 519,168 | $23.4M | 0.01% | +11,832+2.3% | Added |
| Envestnet Asset Management Inc | 518,689 | $23.4M | 0.01% | −173,365−25.1% | Reduced |
| Walleye Capital LLC | 515,758 | $23.2M | 0.26% | +247,251+92.1% | Added |
| Natixis Advisors, L.P. | 510,188 | $23.0M | 0.04% | −159,103−23.8% | Reduced |
| New York State Common Retirement Fund | 486,278 | $21.9M | 0.03% | +76,334+18.6% | Added |
| J. Goldman & Co LP | 462,400 | $20.8M | 0.74% | +462,400 | New |
| Storebrand Asset Management AS | 459,121 | $20.7M | 0.07% | +41,611+10.0% | Added |
| Adage Capital Partners GP, L.L.C. | 451,189 | $20.3M | 0.04% | −153,429−25.4% | Reduced |
| State Board of Administration of Florida Retirement System | 436,833 | $19.7M | 0.04% | +39,040+9.8% | Added |
| Tredje AP-fonden | 419,824 | $18.9M | 0.18% | +100,000+31.3% | Added |
| Flossbach Von Storch AG | 414,532 | $18.5M | 0.08% | −41,677−9.1% | Reduced |
| ABN AMRO Bank N.V. | 410,543 | $18.4M | 0.25% | +20,856+5.4% | Added |
| Groupama Asset Managment | 527,572 | $18.3M | 0.36% | +117,877+28.8% | Added |
| Sycomore Asset Management | 488,737 | $18.0M | 2.55% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 392,635 | $17.7M | 0.54% | +18,665+5.0% | Added |
| Arnhold LLC | 374,051 | $16.8M | 1.69% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 83,300 | $16.7M | 2.46% | +42,000+101.7% | Added |
| Voya Investment Management LLC | 369,248 | $16.6M | 0.01% | +161,110+77.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 363,611 | $16.4M | 1.32% | +164,220+82.4% | Added |
| Massachusetts Financial Services Co | 360,249 | $16.2M | 0.01% | +360,249 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 361,381 | $16.2M | 0.02% | −292,104−44.7% | Reduced |
| Russell Investments Group, Ltd. | 337,724 | $15.2M | 0.02% | +155,495+85.3% | Added |
| Manufacturers Life Insurance Company, The | 331,526 | $14.9M | 0.01% | −49,609−13.0% | Reduced |
| National Bank of Canada | 329,072 | $14.8M | 0.02% | +89,564+37.4% | Added |
| Man Group plc | 328,463 | $14.8M | 0.04% | +153,433+87.7% | Added |
| New York State Teachers Retirement System | 322,822 | $14.5M | 0.03% | +29,183+9.9% | Added |
| SEI Investments Co | 315,500 | $14.2M | 0.02% | −41,995−11.7% | Reduced |
| Bank of Montreal | 314,168 | $14.2M | 0.01% | −95,085−23.2% | Reduced |
| Great Lakes Advisors, LLC | 291,138 | $13.1M | 0.12% | +291,138 | New |