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Livermore
Livermore
ZHEN

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.

Q1 2025 vs. Q4 2024

How the institutions holding Smurfit Westrock plc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of SW: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders60410597+3
Shares435.6M21.4M439.1M+25.0M (+6.0%)
Value$23.4B$1.15B$19.7B−$2.54B (−11.4%)

10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (78)

Institutions that held Smurfit Westrock plc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to SW in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC23,331,099$1.05B0.33%
Point72 Asset Management, L.P.876,049$39.5M0.11%
Foresight Group Ltd Liability Partnership577,630$26.0M3.72%
Voloridge Investment Management, LLC553,106$24.9M0.09%
J. Goldman & Co LP462,400$20.8M0.74%
Massachusetts Financial Services Co360,249$16.2M0.01%
Great Lakes Advisors, LLC291,138$13.1M0.12%
Citadel Advisors LLC270,654$12.2M0.01%
Twinbeech Capital LP229,257$10.3M0.19%
ExodusPoint Capital Management, LP201,281$9.07M0.12%
Covalis Capital LLP194,593$8.77M2.01%
Albar Capital Partners LLP163,011$7.35M3.34%
Renaissance Technologies LLC102,162$4.60M0.01%
Robeco Schweiz AG82,300$3.71M0.09%
Engineers Gate Manager LP54,742$2.47M0.04%
XTX Topco Ltd53,282$2.40M0.12%
Banque Cantonale Vaudoise47,103$2.12M0.09%
Ramirez Asset Management, Inc.39,614$1.78M0.37%
STRS Ohio34,654$1.56M0.01%
Y-Intercept (Hong Kong) Ltd30,985$1.40M0.09%
Occudo Quantitative Strategies LP30,040$1.34M0.18%
Nekton Capital Ltd.24,000$1.08M3.00%
Royal London Asset Management Ltd23,537$1.06M0.00%
Stance Capital LLC23,304$1.05M0.78%
Jacobs Levy Equity Management, Inc20,271$913.4K0.00%
Canal Capital Management, LLC20,221$911.1K0.15%
Dark Forest Capital Management LP18,080$814.7K0.04%
Centiva Capital, LP14,198$639.8K0.04%
Legacy Wealth Asset Management, LLC13,293$599.0K0.17%
Wolverine Asset Management LLC12,000$540.7K0.01%
Sowell Financial Services LLC10,885$490.5K0.02%
Old Mission Capital LLC10,503$473.3K0.01%
Arkadios Wealth Advisors8,744$394.0K0.01%
3Chopt Investment Partners, LLC8,732$393.5K0.10%
Prime Capital Investment Advisors, LLC7,470$336.6K0.00%
Chicago Capital, LLC7,075$318.8K0.01%
MBB Public Markets I LLC6,947$313.0K0.04%
SIH Partners, LLLP6,522$293.9K0.03%
Empower Advisory Group, LLC6,465$291.3K0.00%
Healthcare of Ontario Pension Plan Trust Fund5,895$265.6K0.00%
Siemens Fonds Invest GmbH5,698$254.5K0.02%
Quadrature Capital Ltd5,349$241.0K0.01%
Gilliland Jeter Wealth Management LLC4,501$202.8K0.07%
Connor, Clark & Lunn Investment Management Ltd.4,488$202.2K0.00%
PharVision Advisers, LLC4,451$200.6K0.28%
Bank & Trust Co2,702$121.8K0.10%
Coldstream Capital Management Inc2,203$99.3K0.00%
Curat Global, LLC1,200$54.1K0.07%
Boston Private Wealth LLC1,082$48.8K0.00%
Smallwood Wealth Investment Management, LLC885$39.9K0.03%
Sarver Vrooman Wealth Advisors712$32.1K0.02%
TSFG, LLC672$30.0K0.01%
IMA Wealth, Inc.657$29.6K0.00%
Zions Bancorporation, National Association649$29.2K0.00%
FNY Investment Advisers, LLC400$18.0K0.01%
SIMA Wealth Partners, LLC225$10.1K0.01%
Peterson Wealth Services213$9.60K0.00%
Saudi Central Bank205$9.24K0.05%
Compass Financial Services Inc162$7.30K0.00%
Eastern Bank156$7.03K0.00%
CX Institutional140$6.00K0.00%
South State Corp.73$3.29K0.00%
Hughes Financial Services, LLC63$2.87K0.00%
Highline Wealth Partners LLC59$2.66K0.00%
High Note Wealth, LLC56$2.52K0.00%
Stonebridge Financial Group, LLC45$2.03K0.00%
Rialto Wealth Management, LLC45$2.03K0.00%
Wealth Preservation Advisors, LLC44$1.98K0.00%
Clearstead Advisors, LLC41$1.85K0.00%
Binnacle Investments Inc41$1.85K0.00%
Horizon Financial Services, LLC16$7210.00%
Perkins Coie Trust Co10$4500.00%
Capital A Wealth Management, LLC9$4060.00%
Bay Harbor Wealth Management, LLC6$2700.00%
GoalVest Advisory LLC4$1800.00%
Private Wealth Asset Management, LLC3$1350.00%
Ameriflex Group, Inc.2$940.00%
HFM Investment Advisors, LLC2$910.00%

Sold out (75)

Institutions that held Smurfit Westrock plc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of SW in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Groupe la Francaise564,184$30.4M
Schonfeld Strategic Advisors LLC506,870$27.3M
Caisse de Depot Et Placement du Quebec418,223$22.5M
Melqart Asset Management (UK) Ltd278,712$15.0M
Harris Associates L PSuperinvestorHarris Associates (Oakmark)273,845$14.7M
Holowesko Partners Ltd.197,338$10.6M
Riposte Capital LLC190,000$10.2M
Hartree Partners, LP157,299$8.47M
Polar Capital Holdings Plc78,590$4.23M
Nomura Holdings Inc66,735$3.59M
Walnut Level Capital LLC65,000$3.50M
Richard P Slaughter Associates Inc64,848$3.49M
Uniplan Investment Counsel, Inc.63,574$3.42M
Tocqueville Asset Management L.P.59,003$3.18M
DoubleLine ETF Adviser LP54,741$2.95M
Troluce Capital Advisors LLC43,063$2.32M
Davy Global Fund Management Ltd35,551$1.91M
Kentucky Retirement Systems33,905$1.83M
J. Safra Sarasin Holding AG28,202$1.52M
Silvercrest Asset Management Group LLC23,000$1.24M
First Hawaiian Bank17,374$935.8K
Capstone Investment Advisors, LLC16,992$915.2K
Envestnet Portfolio Solutions, Inc.13,151$708.3K
Jump Financial, LLC11,632$626.5K
Jupiter Asset Management Ltd11,215$604.0K
Modern Wealth Management, LLC10,686$575.5K
CAPROCK Group, Inc.9,426$507.7K
Catalyst Funds Management Pty Ltd8,900$479.4K
Old National Bancorp8,359$450.2K
Ruffer LLP8,300$447.0K
MYDA Advisors LLC8,000$430.9K
Boothbay Fund Management, LLC7,951$428.2K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund7,600$409.3K
Ieq Capital, LLC7,578$408.1K
Bridgewater Associates, LP7,269$391.5K
Independent Advisor Alliance6,421$345.8K
We Are One Seven, LLC6,165$332.0K
Legacy Financial Advisors, Inc.5,763$310.4K
Meeder Advisory Services, Inc.5,439$292.9K
GTS Securities LLC4,899$263.9K
CIBC World Markets Inc.4,580$247.0K
Perpetual Ltd4,331$233.3K
Atomi Financial Group, Inc.4,294$231.3K
Axxcess Wealth Management, LLC4,261$229.5K
Evercore Wealth Management, LLC4,195$225.9K
Quantessence Capital LLC4,066$219.0K
Fairview Capital Investment Management, LLC4,000$215.4K
Journey Strategic Wealth LLC3,839$206.8K
Ridgeline Wealth Planning, LLC3,822$205.9K
Keybank National Association3,794$204.3K
Turim 21 Investimentos Ltda.3,660$194.3K
Security National Bank3,357$180.8K
Optiver Holding B.V.2,991$161.1K
Fedenia Advisers LLC1,165$62.7K
Tompkins Financial Corp780$42.0K
Newbridge Financial Services Group, Inc.500$26.9K
Hexagon Capital Partners LLC313$16.9K
Venturi Wealth Management, LLC227$12.2K
Hall Laurie J Trustee225$12.0K
Trifecta Capital Advisors, LLC200$10.8K
Centerpoint Advisors, LLC150$8.00K
Bullock Wealth Management Group110$5.92K
Atlas Capital Advisors LLC106$5.71K
Continuum Advisory, LLC94$5.06K
Eagle Bay Advisors LLC72$3.88K
Proequities, Inc.59$3.27K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC40$2.15K
Core Alternative Capital28$1.51K
Wolff Wiese Magana LLC20$1.08K
Coppell Advisory Solutions LLC20$1.07K
Riverview Trust Co14$754
Grove Bank & Trust12$646
BOK Financial Private Wealth, Inc.8$431
HHM Wealth Advisors, LLC5$270
Evolution Advisers, Inc.16$0

Not filed for Q1 2025 yet (10)

Institutions that held Smurfit Westrock plc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SW in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC20,720,312$1.12B
Access Investment Management LLC324,620$17.5M
Swedbank AB276,328$14.9M
Mesirow Institutional Investment Management, Inc.70,774$3.81M
Executive Wealth Management, LLC6,000$323.2K
Global Retirement Partners, LLC1,728$93.1K
Sanctuary Wealth Management, L.L.C.131$7.06K
Zions Bancorporation, N.A.64$3.45K
Cassady Schiller Wealth Management, LLC28$1.51K
HBC Financial Services, PLLC8$0