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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 17,219 | $775.9K | 0.01% | −39−0.2% | Reduced |
| US Bancorp | 17,296 | $779.4K | 0.00% | −306−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 18,002 | $811.2K | 0.03% | +586+3.4% | Added |
| CI Private Wealth, LLC | 18,034 | $812.7K | 0.00% | −1,452−7.5% | Reduced |
| Dark Forest Capital Management LP | 18,080 | $814.7K | 0.04% | +18,080 | New |
| Van Eck Associates Corp | 18,682 | $842.0K | 0.00% | +13,142+237.2% | Added |
| Ronald Blue Trust, Inc. | 18,834 | $848.7K | 0.01% | +8,087+75.2% | Added |
| Diligent Investors, LLC | 19,020 | $857.1K | 0.21% | −2,890−13.2% | Reduced |
| Norinchukin Bank, The | 19,108 | $861.0K | 0.02% | +1,741+10.0% | Added |
| Thrivent Financial for Lutherans | 19,379 | $873.0K | 0.00% | +60.0% | Added |
| Guggenheim Capital LLC | 19,814 | $892.8K | 0.01% | +855+4.5% | Added |
| Miracle Mile Advisors, LLC | 19,968 | $899.8K | 0.02% | +18+0.1% | Added |
| Canal Capital Management, LLC | 20,221 | $911.1K | 0.15% | +20,221 | New |
| Jacobs Levy Equity Management, Inc | 20,271 | $913.4K | 0.00% | +20,271 | New |
| Weatherly Asset Management L. P. | 20,351 | $917.0K | 0.08% | −3,272−13.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,382 | $919.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20,690 | $932.5K | 0.00% | +8,389+68.2% | Added |
| JustInvest LLC | 21,089 | $950.3K | 0.01% | −3,198−13.2% | Reduced |
| AXA S.A. | 21,998 | $991.2K | 0.00% | +996+4.7% | Added |
| Creative Planning | 22,108 | $996.2K | 0.00% | −2,274−9.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,027 | $1.00M | 0.00% | −162−0.7% | Reduced |
| Janney Montgomery Scott LLC | 22,963 | $1.03M | 0.00% | −2,306−9.1% | Reduced |
| New Mexico Educational Retirement Board | 23,085 | $1.04M | 0.04% | −400−1.7% | Reduced |
| Abacus Planning Group, Inc. | 23,212 | $1.05M | 0.18% | −385−1.6% | Reduced |
| Investment Management Corp of Ontario | 23,217 | $1.05M | 0.02% | +300+1.3% | Added |
| Stance Capital LLC | 23,304 | $1.05M | 0.78% | +23,304 | New |
| Quantinno Capital Management LP | 23,313 | $1.05M | 0.01% | −11,711−33.4% | Reduced |
| Cetera Investment Advisers | 23,515 | $1.06M | 0.00% | +1,504+6.8% | Added |
| Royal London Asset Management Ltd | 23,537 | $1.06M | 0.00% | +23,537 | New |
| Nekton Capital Ltd. | 24,000 | $1.08M | 3.00% | +24,000 | New |
| Winton Group Ltd | 24,072 | $1.08M | 0.07% | +567+2.4% | Added |
| Maryland State Retirement & Pension System | 24,162 | $1.09M | 0.03% | −3,437−12.5% | Reduced |
| AlphaStar Capital Management, LLC | 24,293 | $1.09M | 0.11% | +2,648+12.2% | Added |
| Edentree Asset Management Ltd | 25,000 | $1.13M | 0.38% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 26,095 | $1.18M | 0.04% | −463−1.7% | Reduced |
| Louisiana State Employees Retirement System | 26,600 | $1.20M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 26,774 | $1.21M | 0.00% | −9,534−26.3% | Reduced |
| Transform Wealth, LLC | 27,275 | $1.23M | 0.07% | −975−3.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 27,586 | $1.24M | 0.02% | −1,432−4.9% | Reduced |
| Mercer Global Advisors Inc | 27,653 | $1.25M | 0.00% | +13,599+96.8% | Added |
| Utah Retirement Systems | 27,714 | $1.25M | 0.01% | −28,606−50.8% | Reduced |
| Cerity Partners LLC | 28,519 | $1.29M | 0.00% | +1,845+6.9% | Added |
| Sterling Capital Management LLC | 28,743 | $1.30M | 0.02% | −5,995−17.3% | Reduced |
| ING Groep NV | 28,932 | $1.30M | 0.01% | −34,181−54.2% | Reduced |
| Cresset Asset Management, LLC | 29,217 | $1.32M | 0.01% | +7,678+35.6% | Added |
| Occudo Quantitative Strategies LP | 30,040 | $1.34M | 0.18% | +30,040 | New |
| Pacer Advisors, Inc. | 29,856 | $1.35M | 0.00% | −15,128−33.6% | Reduced |
| Pictet & Cie (Europe) SA | 29,874 | $1.35M | 0.03% | −12,230−29.0% | Reduced |
| Mariner, LLC | 30,173 | $1.36M | 0.00% | +1,390+4.8% | Added |
| Truist Financial Corp | 30,220 | $1.36M | 0.00% | −12,393−29.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 30,985 | $1.40M | 0.09% | +30,985 | New |
| Westwood Holdings Group Inc. | 31,313 | $1.41M | 0.01% | −6,440−17.1% | Reduced |
| One68 Global Capital, LLC | 32,000 | $1.44M | 0.71% | +674+2.2% | Added |
| Glenmede Trust Co NA | 32,085 | $1.45M | 0.01% | +371+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,179 | $1.45M | 0.00% | −569−1.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,985 | $1.49M | 0.10% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 34,092 | $1.54M | 0.01% | −8,796−20.5% | Reduced |
| STRS Ohio | 34,654 | $1.56M | 0.01% | +34,654 | New |
| Lighthouse Investment Partners, LLC | 35,000 | $1.58M | 0.07% | −100,000−74.1% | Reduced |
| Timucuan Asset Management Inc | 35,000 | $1.58M | 0.05% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 36,138 | $1.63M | 0.00% | −7,894−17.9% | Reduced |
| Mainstay Capital Management LLC | 37,137 | $1.67M | 0.23% | +344+0.9% | Added |
| Vident Advisory, LLC | 38,729 | $1.75M | 0.03% | +27,413+242.2% | Added |
| Mizuho Securities USA LLC | 39,588 | $1.78M | 0.04% | −7,246−15.5% | Reduced |
| Ramirez Asset Management, Inc. | 39,614 | $1.78M | 0.37% | +39,614 | New |
| Oregon Public Employees Retirement Fund | 40,380 | $1.82M | 0.04% | −1,980−4.7% | Reduced |
| Fruth Investment Management | 41,278 | $1.86M | 0.52% | −278−0.7% | Reduced |
| Standard Life Aberdeen plc | 41,637 | $1.86M | 0.00% | −29,164−41.2% | Reduced |
| Ethic Inc. | 40,849 | $1.86M | 0.04% | +3,387+9.0% | Added |
| Lazard Asset Management LLC | 41,697 | $1.88M | 0.00% | −37,690−47.5% | Reduced |
| Woodline Partners LP | 41,772 | $1.88M | 0.01% | +12,096+40.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 42,258 | $1.90M | 0.01% | +3,044+7.8% | Added |
| M&T Bank Corp | 42,605 | $1.91M | 0.01% | −17,950−29.6% | Reduced |
| Stifel Financial Corp | 42,831 | $1.93M | 0.00% | −55,298−56.4% | Reduced |
| Verition Fund Management LLC | 42,841 | $1.93M | 0.01% | +19,371+82.5% | Added |
| Investors Research Corp | 44,001 | $1.98M | 0.43% | 00.0% | Unchanged |
| Atria Investments LLC | 44,097 | $1.99M | 0.03% | +10,035+29.5% | Added |
| Pinnacle Associates Ltd | 44,240 | $1.99M | 0.03% | −299−0.7% | Reduced |
| Burney Co | 45,375 | $2.04M | 0.07% | −1,106−2.4% | Reduced |
| Banque Cantonale Vaudoise | 47,103 | $2.12M | 0.09% | +47,103 | New |
| Moore Capital Management, LP | 47,778 | $2.15M | 0.07% | −287,611−85.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 48,559 | $2.19M | 0.00% | +2,698+5.9% | Added |
| The PNC Financial Services Group, Inc. | 50,311 | $2.27M | 0.00% | +1,511+3.1% | Added |
| Wharton Business Group, LLC | 48,952 | $2.28M | 0.10% | −18,142−27.0% | Reduced |
| Pathstone Holdings, LLC | 50,672 | $2.28M | 0.01% | +5,027+11.0% | Added |
| Werlinich Asset Management, LLC | 51,900 | $2.34M | 1.49% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 53,073 | $2.39M | 0.07% | +5,747+12.1% | Added |
| XTX Topco Ltd | 53,282 | $2.40M | 0.12% | +53,282 | New |
| Public Employees Retirement Association of Colorado | 53,413 | $2.41M | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 54,742 | $2.47M | 0.04% | +54,742 | New |
| Twin Capital Management Inc | 55,835 | $2.52M | 0.29% | −1,669−2.9% | Reduced |
| Yousif Capital Management, LLC | 56,102 | $2.53M | 0.03% | −572−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 57,241 | $2.55M | 0.01% | +14,754+34.7% | Added |
| Davenport & Co LLC | 56,862 | $2.56M | 0.02% | +964+1.7% | Added |
| Mutual of America Capital Management LLC | 57,488 | $2.59M | 0.03% | −1,701−2.9% | Reduced |
| State of Alaska, Department of Revenue | 57,939 | $2.61M | 0.03% | +1,600+2.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,361 | $2.67M | 0.03% | +1,136+2.0% | Added |
| Susquehanna International Group, LLP | 59,768 | $2.69M | 0.00% | −141,576−70.3% | Reduced |
| CIBC World Markets Corp | 60,809 | $2.74M | 0.02% | −299,957−83.1% | Reduced |
| BIP Wealth, LLC | 62,581 | $2.82M | 0.18% | −500−0.8% | Reduced |