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
- 597
- +3 vs. Q4 2024
- Shares held
- 439.1M
- +25.0M (+6.0%) vs. Q4 2024
- Total value
- $19.7B
- −$2.54B (−11.4%) vs. Q4 2024
- New holders
- 78
- 211 more added
- Sold out
- 75
- 224 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 | $19.3B |
| 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, 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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 278 | $12.5K | 0.01% | −276−49.8% | Reduced |
| Monetary Management Group Inc | 300 | $13.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 328 | $14.8K | 0.00% | +262+397.0% | Added |
| Smartleaf Asset Management LLC | 340 | $15.1K | 0.00% | −865−71.8% | Reduced |
| Lindbrook Capital, LLC | 337 | $15.2K | 0.00% | +86+34.3% | Added |
| Retirement Wealth Solutions LLC | 348 | $15.7K | 0.01% | −136−28.1% | Reduced |
| HM Payson & Co | 350 | $15.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 353 | $15.9K | 0.01% | +61+20.9% | Added |
| NBT Bank N A | 356 | $16.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 381 | $17.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $18.0K | 0.01% | +400 | New |
| Parkside Financial Bank & Trust | 416 | $18.7K | 0.00% | −24−5.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 446 | $20.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 474 | $21.4K | 0.00% | −223−32.0% | Reduced |
| Carolinas Wealth Consulting LLC | 493 | $22.2K | 0.00% | −11−2.2% | Reduced |
| Harvest Fund Management Co., Ltd | 516 | $23.0K | 0.00% | −1,895−78.6% | Reduced |
| SRS Capital Advisors, Inc. | 521 | $23.5K | 0.00% | +353+210.1% | Added |
| Medallion Wealth Advisors, LLC | 520 | $23.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 535 | $24.1K | 0.00% | −544−50.4% | Reduced |
| Fairscale Capital, LLC | 550 | $24.8K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 565 | $25.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 591 | $26.6K | 0.00% | −168−22.1% | Reduced |
| Massmutual Trust Co FSB | 623 | $28.1K | 0.00% | +107+20.7% | Added |
| Cromwell Holdings LLC | 631 | $28.4K | 0.02% | −216−25.5% | Reduced |
| Montag A & Associates Inc | 645 | $29.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 649 | $29.2K | 0.00% | +649 | New |
| IMA Wealth, Inc. | 657 | $29.6K | 0.00% | +657 | New |
| Spire Wealth Management | 662 | $29.8K | 0.00% | −7−1.0% | Reduced |
| TSFG, LLC | 672 | $30.0K | 0.01% | +672 | New |
| Sarver Vrooman Wealth Advisors | 712 | $32.1K | 0.02% | +712 | New |
| CIBC Private Wealth Group, LLC | 859 | $32.8K | 0.00% | +486+130.3% | Added |
| Caldwell Sutter Capital, Inc. | 743 | $33.5K | 0.02% | −700−48.5% | Reduced |
| Ancora Advisors, LLC | 754 | $34.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 684 | $35.0K | 0.02% | −398−36.8% | Reduced |
| Versant Capital Management, Inc | 779 | $35.1K | 0.01% | +273+54.0% | Added |
| Manchester Capital Management LLC | 809 | $36.5K | 0.00% | −25−3.0% | Reduced |
| Center for Financial Planning, Inc. | 809 | $36.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 695 | $37.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 855 | $38.5K | 0.00% | −66−7.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 885 | $39.9K | 0.03% | +885 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $41.5K | 0.01% | +320+53.3% | Added |
| SBI Securities Co., Ltd. | 939 | $42.3K | 0.00% | −1,038−52.5% | Reduced |
| Gen-Wealth Partners Inc | 955 | $43.0K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 958 | $43.2K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 981 | $44.2K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,039 | $46.8K | 0.00% | +37+3.7% | Added |
| Boston Private Wealth LLC | 1,082 | $48.8K | 0.00% | +1,082 | New |
| Old Point Trust & Financial Services N A | 1,084 | $48.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 907 | $48.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,179 | $53.1K | 0.00% | +93+8.6% | Added |
| Curat Global, LLC | 1,200 | $54.1K | 0.07% | +1,200 | New |
| Parallel Advisors, LLC | 1,227 | $55.3K | 0.00% | −266−17.8% | Reduced |
| NBC Securities, Inc. | 1,277 | $57.0K | 0.00% | +1,276+127,600.0% | Added |
| Assetmark, Inc | 1,377 | $62.0K | 0.00% | −13−0.9% | Reduced |
| Sentry Investment Management LLC | 1,596 | $63.0K | 0.04% | −477−23.0% | Reduced |
| BFSG, LLC | 1,415 | $63.8K | 0.01% | −410−22.5% | Reduced |
| Quarry LP | 1,416 | $63.8K | 0.02% | +1,048+284.8% | Added |
| Mather Group, LLC. | 1,587 | $71.5K | 0.00% | +511+47.5% | Added |
| MAI Capital Management | 1,707 | $76.9K | 0.00% | −45−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,721 | $77.5K | 0.00% | +295+20.7% | Added |
| McIlrath & Eck, LLC | 2,027 | $91.3K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,051 | $93.6K | 0.03% | +1,410+220.0% | Added |
| Allworth Financial LP | 2,205 | $93.6K | 0.00% | +579+35.6% | Added |
| Coldstream Capital Management Inc | 2,203 | $99.3K | 0.00% | +2,203 | New |
| Covestor Ltd | 2,270 | $102.0K | 0.07% | −38−1.6% | Reduced |
| Penserra Capital Management LLC | 2,467 | $110.0K | 0.00% | −1,128−31.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,460 | $111.0K | 0.01% | +775+46.0% | Added |
| Cary Street Partners Financial LLC | 2,591 | $116.8K | 0.00% | +414+19.0% | Added |
| Bank & Trust Co | 2,702 | $121.8K | 0.10% | +2,702 | New |
| Bryn Mawr Trust Co | 2,782 | $125.4K | 0.00% | −490−15.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,842 | $128.1K | 0.07% | +825+40.9% | Added |
| Skylands Capital, LLC | 2,867 | $129.2K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,975 | $134.0K | 0.00% | −286−8.8% | Reduced |
| Bessemer Group Inc | 3,095 | $139.0K | 0.00% | −3,676−54.3% | Reduced |
| Mirova | 3,143 | $141.6K | 0.03% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 4,451 | $200.6K | 0.28% | +4,451 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,488 | $202.2K | 0.00% | +4,488 | New |
| Gilliland Jeter Wealth Management LLC | 4,501 | $202.8K | 0.07% | +4,501 | New |
| Wealthspire Advisors, LLC | 4,521 | $203.7K | 0.00% | −683−13.1% | Reduced |
| Integrated Investment Consultants, LLC | 4,534 | $204.3K | 0.04% | +34+0.8% | Added |
| Panagora Asset Management Inc | 4,551 | $205.1K | 0.00% | −33,674−88.1% | Reduced |
| Argent Trust Co | 4,609 | $207.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 4,672 | $211.0K | 0.00% | −1,316−22.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,710 | $212.2K | 0.01% | −287−5.7% | Reduced |
| Independent Financial Group, LLC | 4,789 | $215.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,903 | $220.9K | 0.01% | +443+9.9% | Added |
| Gsa Capital Partners LLP | 4,908 | $221.0K | 0.02% | −26−0.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,975 | $221.4K | 0.00% | −392−7.3% | Reduced |
| Fiduciary Alliance LLC | 5,018 | $226.1K | 0.02% | +318+6.8% | Added |
| Edmond de Rothschild Holding S.A. | 5,053 | $226.3K | 0.00% | +290+6.1% | Added |
| HighPoint Advisor Group LLC | 5,363 | $227.1K | 0.01% | +1,167+27.8% | Added |
| Citizens National Bank Trust Department | 5,090 | $229.4K | 0.05% | +400+8.5% | Added |
| Farther Finance Advisors, LLC | 5,038 | $229.8K | 0.01% | +1,346+36.5% | Added |
| Park National Corp | 5,150 | $232.1K | 0.01% | −258−4.8% | Reduced |
| Stephens Inc | 5,241 | $236.2K | 0.00% | −375−6.7% | Reduced |
| Nilsine Partners, LLC | 5,305 | $239.0K | 0.03% | +826+18.4% | Added |
| Harbor Advisors LLC | 5,315 | $239.5K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,349 | $241.0K | 0.01% | +5,349 | New |
| West Paces Advisors Inc. | 5,453 | $245.7K | 0.06% | 00.0% | Unchanged |