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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 68,349 | $2.85M | 0.01% | −20,670−23.2% | Reduced |
| Macquarie Group Ltd | 63,766 | $2.87M | 0.00% | +3,901+6.5% | Added |
| Nissay Asset Management Corp | 63,699 | $2.87M | 0.02% | +810+1.3% | Added |
| Public Sector Pension Investment Board | 63,941 | $2.88M | 0.01% | +5,540+9.5% | Added |
| SWS Partners | 65,000 | $2.93M | 0.96% | +1,492+2.3% | Added |
| Commonwealth Equity Services, LLC | 65,216 | $2.94M | 0.00% | +886+1.4% | Added |
| Ci Investments Inc. | 67,252 | $3.03M | 0.01% | +64,338+2,207.9% | Added |
| New York Life Investment Management LLC | 67,653 | $3.05M | 0.03% | +447+0.7% | Added |
| Raiffeisen Bank International AG | 68,913 | $3.07M | 0.05% | −221−0.3% | Reduced |
| Jefferies Financial Group Inc. | 71,821 | $3.22M | 0.06% | +41,699+138.4% | Added |
| Prudential Financial Inc | 62,091 | $3.23M | 0.00% | +900+1.5% | Added |
| Kovitz Investment Group Partners, LLC | 73,120 | $3.29M | 0.02% | +15,286+26.4% | Added |
| Swiss Life Asset Management Ltd | 75,395 | $3.40M | 0.02% | +19,792+35.6% | Added |
| Teacher Retirement System of Texas | 76,043 | $3.43M | 0.01% | +71,176+1,462.4% | Added |
| Omers Administration Corp | 76,467 | $3.45M | 0.03% | +44,513+139.3% | Added |
| Old North State Wealth Management, LLC | 79,363 | $3.58M | 1.99% | +1,926+2.5% | Added |
| Sage Capital Advisors,llc | 79,474 | $3.58M | 0.94% | −200.0% | Reduced |
| CIBC Asset Management Inc | 80,540 | $3.63M | 0.01% | −729−0.9% | Reduced |
| Letko, Brosseau & Associates Inc | 81,850 | $3.69M | 0.08% | 00.0% | Unchanged |
| Robeco Schweiz AG | 82,300 | $3.71M | 0.09% | +82,300 | New |
| Beverly Hills Private Wealth, LLC | 83,146 | $3.75M | 0.74% | +6,994+9.2% | Added |
| ProShare Advisors LLC | 89,571 | $4.04M | 0.01% | +5,345+6.3% | Added |
| Alpha Omega Wealth Management LLC | 91,306 | $4.11M | 0.79% | −6,199−6.4% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 94,312 | $4.25M | 1.59% | −8,174−8.0% | Reduced |
| Squarepoint Ops LLC | 96,000 | $4.33M | 0.01% | +75,999+380.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 97,324 | $4.39M | 0.72% | −1,011−1.0% | Reduced |
| Amalgamated Bank | 97,755 | $4.41M | 0.04% | +1,349+1.4% | Added |
| Paradigm Capital Management Inc | 98,180 | $4.42M | 0.25% | −280,700−74.1% | Reduced |
| Oppenheimer Asset Management Inc. | 99,216 | $4.47M | 0.06% | −67,275−40.4% | Reduced |
| British Columbia Investment Management Corp | 99,478 | $4.48M | 0.03% | −97−0.1% | Reduced |
| Allianz Asset Management GmbH | 100,093 | $4.51M | 0.01% | −143,382−58.9% | Reduced |
| Xponance, Inc. | 101,439 | $4.57M | 0.04% | −6,083−5.7% | Reduced |
| Rathbone Brothers plc | 102,395 | $4.57M | 0.02% | −1,707−1.6% | Reduced |
| State of Tennessee, Treasury Department | 101,810 | $4.59M | 0.02% | −117,432−53.6% | Reduced |
| LMR Partners LLP | 101,840 | $4.59M | 0.09% | −30,000−22.8% | Reduced |
| DnB Asset Management AS | 101,959 | $4.59M | 0.02% | +384+0.4% | Added |
| Renaissance Technologies LLC | 102,162 | $4.60M | 0.01% | +102,162 | New |
| Meiji Yasuda Asset Management Co Ltd. | 107,982 | $4.87M | 0.20% | −5,135−4.5% | Reduced |
| Manning & Napier Advisors LLC | 109,813 | $4.95M | 0.06% | +460.0% | Added |
| Forsta Ap-Fonden | 111,500 | $5.02M | 0.04% | +1,800+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 113,068 | $5.09M | 0.03% | +7,997+7.6% | Added |
| Czech National Bank | 113,561 | $5.12M | 0.05% | +6,419+6.0% | Added |
| Corebridge Financial, Inc. | 113,753 | $5.13M | 0.03% | −3,412−2.9% | Reduced |
| M&G Plc | 114,302 | $5.14M | 0.02% | −68,591−37.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 114,239 | $5.15M | 0.01% | −493−0.4% | Reduced |
| Mediolanum International Funds Ltd | 116,544 | $5.19M | 0.07% | +1,076+0.9% | Added |
| Korea Investment CORP | 118,873 | $5.36M | 0.01% | −184,377−60.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 121,793 | $5.49M | 0.01% | +1,490+1.2% | Added |
| De Lisle Partners LLP | 125,000 | $5.63M | 0.94% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 125,046 | $5.63M | 0.05% | 00.0% | Unchanged |
| KWMG, LLC | 130,274 | $5.87M | 0.60% | +864+0.7% | Added |
| Jane Street Group, LLC | 130,995 | $5.90M | 0.01% | −208,653−61.4% | Reduced |
| Gateway Investment Advisers LLC | 142,708 | $6.43M | 0.07% | −7,180−4.8% | Reduced |
| Victory Capital Management Inc | 142,798 | $6.43M | 0.01% | −5,348,294−97.4% | Reduced |
| Handelsbanken Fonder AB | 144,600 | $6.52M | 0.03% | +12,600+9.5% | Added |
| State of Michigan Retirement System | 145,264 | $6.55M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 147,280 | $6.64M | 0.02% | +33,765+29.7% | Added |
| LPL Financial LLC | 149,576 | $6.74M | 0.00% | −31,332−17.3% | Reduced |
| Arizona State Retirement System | 150,422 | $6.78M | 0.04% | −601−0.4% | Reduced |
| Fisher Funds Management LTD | 156,444 | $7.05M | 0.17% | 00.0% | Unchanged |
| Albar Capital Partners LLP | 163,011 | $7.35M | 3.34% | +163,011 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 164,330 | $7.40M | 0.05% | −168,868−50.7% | Reduced |
| Nomura Asset Management Co Ltd | 164,565 | $7.42M | 0.02% | +2,856+1.8% | Added |
| Public Employees Retirement System of Ohio | 171,230 | $7.72M | 0.03% | −6,366−3.6% | Reduced |
| Private Management Group Inc | 172,429 | $7.77M | 0.28% | −11,174−6.1% | Reduced |
| American Century Companies Inc | 173,270 | $7.81M | 0.00% | −98,520−36.2% | Reduced |
| KLP Kapitalforvaltning AS | 176,671 | $7.96M | 0.04% | +3,300+1.9% | Added |
| Van Den Berg Management I, Inc | 176,690 | $7.96M | 2.44% | −3,939−2.2% | Reduced |
| State of New Jersey Common Pension Fund D | 176,895 | $7.97M | 0.04% | −16,487−8.5% | Reduced |
| TD Asset Management Inc | 180,700 | $8.14M | 0.01% | −435−0.2% | Reduced |
| Voya Investment Management LLC | 184,624 | $8.32M | 0.01% | −23,514−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 186,712 | $8.41M | 0.02% | +40,062+27.3% | Added |
| Credit Agricole S A | 187,001 | $8.43M | 0.03% | −116,670−38.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 187,557 | $8.45M | 0.09% | +1,110+0.6% | Added |
| CastleKnight Management LP | 188,200 | $8.48M | 0.91% | +17,000+9.9% | Added |
| Covalis Capital LLP | 194,593 | $8.77M | 2.01% | +194,593 | New |
| MetLife Investment Management | 197,150 | $8.88M | 0.05% | +65,963+50.3% | Added |
| Danske Bank A/S | 198,130 | $8.93M | 0.03% | +3,414+1.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 198,806 | $8.96M | 0.03% | +7,900+4.1% | Added |
| ExodusPoint Capital Management, LP | 201,281 | $9.07M | 0.12% | +201,281 | New |
| Asset Management One Co.,Ltd. | 204,249 | $9.20M | 0.03% | +7,455+3.8% | Added |
| Raymond James Financial Inc | 215,716 | $9.72M | 0.00% | +2,854+1.3% | Added |
| KBC Group NV | 220,876 | $9.95M | 0.03% | −1020.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 224,953 | $10.1M | 0.03% | −25,960−10.3% | Reduced |
| Twinbeech Capital LP | 229,257 | $10.3M | 0.19% | +229,257 | New |
| ARGA Investment Management, LP | 233,292 | $10.4M | 0.35% | −994,094−81.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 232,829 | $10.5M | 0.03% | +2,465+1.1% | Added |
| HSBC Holdings PLC | 236,529 | $10.6M | 0.01% | −268,686−53.2% | Reduced |
| Exane Asset Management | 218,289 | $10.6M | 6.18% | +118,487+118.7% | Added |
| Treasurer of the State of North Carolina | 236,555 | $10.7M | 0.04% | +3,110+1.3% | Added |
| Banque Pictet & Cie SA | 249,570 | $11.2M | 0.12% | −81,449−24.6% | Reduced |
| Wells Fargo & Company | 252,013 | $11.4M | 0.00% | +4,049+1.6% | Added |
| Slate Path Capital LP | 257,400 | $11.6M | 0.21% | +90,400+54.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 259,302 | $11.7M | 0.04% | −40.0% | Reduced |
| Redwood Grove Capital, LLC | 261,636 | $11.8M | 4.23% | −31,000−10.6% | Reduced |
| Citadel Advisors LLC | 270,654 | $12.2M | 0.01% | +270,654 | New |
| State of Wisconsin Investment Board | 289,317 | $13.0M | 0.03% | +3,731+1.3% | Added |
| Great Lakes Advisors, LLC | 291,138 | $13.1M | 0.12% | +291,138 | New |
| Bank of Montreal | 314,168 | $14.2M | 0.01% | −95,085−23.2% | Reduced |
| SEI Investments Co | 315,500 | $14.2M | 0.02% | −41,995−11.7% | Reduced |