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 |
|---|---|---|---|---|---|
| Commerce Bank | 5,462 | $246.1K | 0.00% | +52+1.0% | Added |
| Integrated Wealth Concepts LLC | 5,501 | $247.9K | 0.00% | +346+6.7% | Added |
| Fiduciary Trust Co | 5,518 | $248.6K | 0.00% | −97−1.7% | Reduced |
| Ostrum Asset Management | 5,555 | $250.3K | 0.01% | −148−2.6% | Reduced |
| Regions Financial Corp | 5,563 | $250.7K | 0.00% | −3,178−36.4% | Reduced |
| Fulton Bank, N.A. | 5,587 | $251.8K | 0.01% | −1,318−19.1% | Reduced |
| Siemens Fonds Invest GmbH | 5,698 | $254.5K | 0.02% | +5,698 | New |
| GAMMA Investing LLC | 5,726 | $258.0K | 0.02% | −1,028−15.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,895 | $265.6K | 0.00% | +5,895 | New |
| Advisory Services Network, LLC | 5,980 | $269.4K | 0.01% | −444−6.9% | Reduced |
| Ossiam | 6,121 | $275.8K | 0.00% | −3,244−34.6% | Reduced |
| Geneos Wealth Management Inc. | 6,292 | $283.5K | 0.01% | +335+5.6% | Added |
| Empower Advisory Group, LLC | 6,465 | $291.3K | 0.00% | +6,465 | New |
| Legacy Capital Group California, Inc. | 6,489 | $292.4K | 0.10% | +1,726+36.2% | Added |
| Benjamin Edwards Inc | 6,512 | $293.4K | 0.00% | −379−5.5% | Reduced |
| SIH Partners, LLLP | 6,522 | $293.9K | 0.03% | +6,522 | New |
| Schechter Investment Advisors, LLC | 6,654 | $299.8K | 0.02% | −1,518−18.6% | Reduced |
| Fifth Third Bancorp | 6,753 | $304.3K | 0.00% | −1,518−18.4% | Reduced |
| United Capital Financial Advisers, LLC | 6,777 | $305.4K | 0.00% | +3,025+80.6% | Added |
| Warren Averett Asset Management, LLC | 6,826 | $307.6K | 0.00% | +621+10.0% | Added |
| Kestra Advisory Services, LLC | 6,832 | $307.9K | 0.00% | −4,271−38.5% | Reduced |
| MONECO Advisors, LLC | 6,899 | $310.9K | 0.03% | −600−8.0% | Reduced |
| MBB Public Markets I LLC | 6,947 | $313.0K | 0.04% | +6,947 | New |
| Park Avenue Securities LLC | 7,006 | $316.0K | 0.00% | −5,388−43.5% | Reduced |
| Womack Financial LLC | 7,059 | $318.1K | 0.29% | −302−4.1% | Reduced |
| Chicago Capital, LLC | 7,075 | $318.8K | 0.01% | +7,075 | New |
| Horizon Investments, LLC | 7,133 | $321.4K | 0.01% | +382+5.7% | Added |
| Steward Partners Investment Advisory, LLC | 7,157 | $322.5K | 0.00% | −1,103−13.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,422 | $334.4K | 0.03% | −837−10.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,470 | $336.6K | 0.00% | +7,470 | New |
| Hartford Financial Management Inc. | 7,605 | $342.7K | 0.07% | −650−7.9% | Reduced |
| Pflug Koory, LLC | 7,614 | $343.1K | 0.19% | −403−5.0% | Reduced |
| Wesbanco Bank Inc | 7,764 | $349.8K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,812 | $352.0K | 0.06% | −4,707−37.6% | Reduced |
| Diversified Trust Co | 7,820 | $352.4K | 0.01% | −1,564−16.7% | Reduced |
| Empirical Finance, LLC | 7,826 | $352.6K | 0.02% | −15−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 8,190 | $369.1K | 0.19% | −245−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 8,354 | $376.4K | 0.00% | +3,530+73.2% | Added |
| Allstate Corp | 8,588 | $387.0K | 0.01% | −6,699−43.8% | Reduced |
| Triodos Investment Management BV | 8,700 | $387.2K | 0.03% | −594,534−98.6% | Reduced |
| Radnor Capital Management, LLC | 8,671 | $391.0K | 0.07% | −496−5.4% | Reduced |
| 3Chopt Investment Partners, LLC | 8,732 | $393.5K | 0.10% | +8,732 | New |
| Arkadios Wealth Advisors | 8,744 | $394.0K | 0.01% | +8,744 | New |
| MUFG Securities Americas Inc. | 8,752 | $394.4K | 0.05% | +1,458+20.0% | Added |
| Colony Group, LLC | 8,998 | $405.5K | 0.00% | −498−5.2% | Reduced |
| Toroso Investments, LLC | 9,025 | $406.7K | 0.00% | −23,635−72.4% | Reduced |
| BIP Alliance, LLC | 9,036 | $407.2K | 0.17% | −24−0.3% | Reduced |
| Jones Financial Companies LLLP | 9,370 | $417.1K | 0.00% | +1,501+19.1% | Added |
| Empowered Funds, LLC | 9,436 | $425.2K | 0.01% | −42−0.4% | Reduced |
| Forum Financial Management, LP | 9,840 | $443.4K | 0.01% | +61+0.6% | Added |
| Tower Research Capital LLC (TRC) | 9,883 | $445.3K | 0.01% | −26,834−73.1% | Reduced |
| Generali Asset Management SPA SGR | 12,902 | $446.4K | 0.01% | −41,225−76.2% | Reduced |
| Moors & Cabot, Inc. | 9,914 | $446.7K | 0.02% | −471−4.5% | Reduced |
| McDonald Partners LLC | 10,000 | $450.6K | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 10,116 | $455.8K | 0.07% | +1,899+23.1% | Added |
| Kimelman & Baird, LLC | 10,250 | $461.9K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,300 | $464.1K | 0.00% | +1,503+17.1% | Added |
| Vestcor Inc | 10,321 | $465.0K | 0.02% | +22+0.2% | Added |
| Valeo Financial Advisors, LLC | 10,457 | $471.2K | 0.01% | −2,216−17.5% | Reduced |
| Old Mission Capital LLC | 10,503 | $473.3K | 0.01% | +10,503 | New |
| Sowell Financial Services LLC | 10,885 | $490.5K | 0.02% | +10,885 | New |
| O'Shaughnessy Asset Management, LLC | 10,900 | $491.2K | 0.00% | −4,574−29.6% | Reduced |
| Merit Financial Group, LLC | 10,912 | $491.7K | 0.01% | +1,385+14.5% | Added |
| MML Investors Services, LLC | 11,407 | $514.0K | 0.00% | −2,722−19.3% | Reduced |
| United Services Automobile Association | 11,572 | $515.1K | 0.02% | 00.0% | Unchanged |
| Patten Group, Inc. | 11,681 | $526.4K | 0.12% | −1,223−9.5% | Reduced |
| QRG Capital Management, Inc. | 11,709 | $527.6K | 0.01% | +6,032+106.3% | Added |
| Recurrent Investment Advisors LLC | 11,780 | $530.8K | 0.04% | −25,291−68.2% | Reduced |
| Sapience Investments, LLC | 11,814 | $532.3K | 0.38% | +2,640+28.8% | Added |
| Citizens Financial Group Inc | 11,893 | $535.9K | 0.01% | +328+2.8% | Added |
| Wolverine Asset Management LLC | 12,000 | $540.7K | 0.01% | +12,000 | New |
| Profund Advisors LLC | 12,568 | $566.3K | 0.02% | +1,730+16.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,597 | $567.6K | 0.03% | +2,402+23.6% | Added |
| AQR Capital Management LLC | 13,425 | $592.8K | 0.00% | +6,378+90.5% | Added |
| GWM Advisors LLC | 13,264 | $597.7K | 0.00% | +8,726+192.3% | Added |
| Legacy Wealth Asset Management, LLC | 13,293 | $599.0K | 0.17% | +13,293 | New |
| HB Wealth Management, LLC | 13,440 | $605.6K | 0.01% | +168+1.3% | Added |
| Wealth Alliance | 13,630 | $614.2K | 0.07% | +4,209+44.7% | Added |
| NEOS Investment Management LLC | 13,663 | $615.7K | 0.01% | +2,524+22.7% | Added |
| TD Private Client Wealth LLC | 13,835 | $623.4K | 0.02% | −4,050−22.6% | Reduced |
| First Trust Advisors LP | 14,108 | $633.5K | 0.00% | −12,987−47.9% | Reduced |
| Centiva Capital, LP | 14,198 | $639.8K | 0.04% | +14,198 | New |
| Contravisory Investment Management, Inc. | 14,223 | $640.9K | 0.13% | +34+0.2% | Added |
| Advisor Group Holdings, Inc. | 14,286 | $643.8K | 0.00% | −8,712−37.9% | Reduced |
| Captrust Financial Advisors | 14,567 | $656.4K | 0.00% | +7,298+100.4% | Added |
| Moody National Bank Trust Division | 14,746 | $664.5K | 0.07% | +1,028+7.5% | Added |
| South Dakota Investment Council | 14,914 | $672.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,180 | $684.0K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,191 | $684.5K | 0.01% | −62−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 15,534 | $700.0K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 15,836 | $713.6K | 0.06% | +65+0.4% | Added |
| Fullcircle Wealth LLC | 16,773 | $713.7K | 0.29% | +4,311+34.6% | Added |
| Intech Investment Management LLC | 16,008 | $721.3K | 0.01% | −4,100−20.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,190 | $729.5K | 0.03% | +6,616+69.1% | Added |
| 626 Financial, LLC | 16,241 | $731.8K | 0.38% | −934−5.4% | Reduced |
| Assenagon Asset Management S.A. | 16,353 | $736.9K | 0.00% | +488+3.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,800 | $757.0K | 0.01% | −138,400−89.2% | Reduced |
| Rockefeller Capital Management L.P. | 16,926 | $762.7K | 0.00% | +1,060+6.7% | Added |
| Group One Trading, L.P. | 16,976 | $764.9K | 0.03% | +1,217+7.7% | Added |
| Dynasty Wealth Management, LLC | 17,157 | $773.1K | 0.01% | +446+2.7% | Added |