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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 322,822 | $14.5M | 0.03% | +29,183+9.9% | Added |
| Man Group plc | 328,463 | $14.8M | 0.04% | +153,433+87.7% | Added |
| National Bank of Canada | 329,072 | $14.8M | 0.02% | +89,564+37.4% | Added |
| Manufacturers Life Insurance Company, The | 331,526 | $14.9M | 0.01% | −49,609−13.0% | Reduced |
| Russell Investments Group, Ltd. | 337,724 | $15.2M | 0.02% | +155,495+85.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 361,381 | $16.2M | 0.02% | −292,104−44.7% | Reduced |
| Massachusetts Financial Services Co | 360,249 | $16.2M | 0.01% | +360,249 | New |
| Lombard Odier Asset Management (Europe) Ltd | 363,611 | $16.4M | 1.32% | +164,220+82.4% | Added |
| Arnhold LLC | 374,051 | $16.8M | 1.69% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 392,635 | $17.7M | 0.54% | +18,665+5.0% | Added |
| Sycomore Asset Management | 488,737 | $18.0M | 2.56% | 00.0% | Unchanged |
| Groupama Asset Managment | 527,572 | $18.3M | 0.36% | +117,877+28.8% | Added |
| ABN AMRO Bank N.V. | 410,543 | $18.4M | 0.25% | +20,856+5.4% | Added |
| Flossbach Von Storch AG | 414,532 | $18.5M | 0.08% | −41,677−9.1% | Reduced |
| Tredje AP-fonden | 419,824 | $18.9M | 0.18% | +100,000+31.3% | Added |
| State Board of Administration of Florida Retirement System | 436,833 | $19.7M | 0.04% | +39,040+9.8% | Added |
| Adage Capital Partners GP, L.L.C. | 451,189 | $20.3M | 0.04% | −153,429−25.4% | Reduced |
| Storebrand Asset Management AS | 459,121 | $20.7M | 0.07% | +41,611+10.0% | Added |
| J. Goldman & Co LP | 462,400 | $20.8M | 0.74% | +462,400 | New |
| New York State Common Retirement Fund | 486,278 | $21.9M | 0.03% | +76,334+18.6% | Added |
| Natixis Advisors, L.P. | 510,188 | $23.0M | 0.04% | −159,103−23.8% | Reduced |
| Walleye Capital LLC | 515,758 | $23.2M | 0.26% | +247,251+92.1% | Added |
| Envestnet Asset Management Inc | 518,689 | $23.4M | 0.01% | −173,365−25.1% | Reduced |
| UBS Asset Management Americas Inc | 519,168 | $23.4M | 0.01% | +11,832+2.3% | Added |
| Artemis Investment Management LLP | 521,905 | $23.5M | 0.36% | +123,029+30.8% | Added |
| Janus Henderson Group PLC | 542,952 | $24.3M | 0.01% | −22,252−3.9% | Reduced |
| Voloridge Investment Management, LLC | 553,106 | $24.9M | 0.09% | +553,106 | New |
| Foresight Group Ltd Liability Partnership | 577,630 | $26.0M | 3.72% | +577,630 | New |
| Salem Investment Counselors Inc | 586,932 | $26.4M | 0.92% | 00.0% | Unchanged |
| Principal Financial Group Inc | 589,825 | $26.6M | 0.01% | +2,355+0.4% | Added |
| California State Teachers Retirement System | 622,733 | $28.1M | 0.03% | +4,220+0.7% | Added |
| La Banque Postale Asset Management SA | 675,573 | $30.4M | 0.47% | −1,325,930−66.2% | Reduced |
| Scopus Asset Management, L.P. | 701,452 | $31.6M | 1.14% | +55,499+8.6% | Added |
| Rit Capital Partners PLC | 724,000 | $32.6M | 6.32% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 739,065 | $33.3M | 0.13% | −7,972−1.1% | Reduced |
| Zurich Insurance Group Ltd | 765,749 | $34.2M | 0.28% | −1,140,230−59.8% | Reduced |
| Liontrust Investment Partners LLP | 774,911 | $34.6M | 0.54% | −91,570−10.6% | Reduced |
| Savant Capital, LLC | 769,679 | $34.7M | 0.29% | +91,235+13.4% | Added |
| Evelyn Partners Investment Management LLP | 828,599 | $37.3M | 1.24% | −21,682−2.5% | Reduced |
| Aviva PLC | 840,116 | $37.6M | 0.09% | −234,462−21.8% | Reduced |
| National Pension Service | 843,136 | $38.0M | 0.04% | +90,824+12.1% | Added |
| Compagnie Lombard Odier SCmA | 848,871 | $38.3M | 0.47% | −58,673−6.5% | Reduced |
| Cullen Capital Management LLC | 851,665 | $38.4M | 0.44% | −359,258−29.7% | Reduced |
| Point72 Asset Management, L.P. | 876,049 | $39.5M | 0.11% | +876,049 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 914,246 | $41.2M | 0.04% | +126,514+16.1% | Added |
| Rhumbline Advisers | 918,099 | $41.4M | 0.04% | +49,666+5.7% | Added |
| Royal Bank of Canada | 940,766 | $42.4M | 0.01% | −126,925−11.9% | Reduced |
| Wellington Management Group LLP | 969,929 | $43.7M | 0.01% | +269,893+38.6% | Added |
| Patten & Patten Inc | 980,340 | $44.2M | 2.96% | −1,850−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 986,592 | $44.5M | 0.03% | +24,974+2.6% | Added |
| Price T Rowe Associates Inc | 989,425 | $44.6M | 0.01% | +40,327+4.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,047,122 | $47.2M | 0.03% | −12,079−1.1% | Reduced |
| Lakewood Capital Management, LP | 1,160,297 | $52.3M | 4.66% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,186,188 | $53.2M | 0.08% | −287,082−19.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,256,052 | $56.1M | 0.11% | −90,939−6.8% | Reduced |
| Vontobel Holding Ltd. | 1,421,506 | $64.1M | 0.23% | +14,472+1.0% | Added |
| Swiss National Bank | 1,466,997 | $66.1M | 0.05% | −1,900−0.1% | Reduced |
| Millennium Management LLC | 1,553,079 | $70.0M | 0.07% | +1,377,989+787.0% | Added |
| Barclays PLC | 1,823,237 | $82.2M | 0.04% | +259,215+16.6% | Added |
| Thompson Siegel & Walmsley LLC | 1,892,320 | $85.3M | 1.45% | −119,400−5.9% | Reduced |
| UBS Group AG | 1,899,473 | $85.6M | 0.02% | −632,009−25.0% | Reduced |
| Lansdowne Partners (UK) LLP | 1,929,952 | $87.0M | 12.32% | −2,224,279−53.5% | Reduced |
| Marshall Wace, LLP | 1,934,910 | $87.2M | 0.12% | +862,747+80.5% | Added |
| Incentive AS | 2,312,540 | $104.2M | 63.93% | +27,117+1.2% | Added |
| Polaris Capital Management, LLC | 2,470,323 | $111.3M | 6.37% | −550,441−18.2% | Reduced |
| Goldman Sachs Group Inc | 2,542,733 | $114.6M | 0.02% | −605,956−19.2% | Reduced |
| Causeway Capital Management LLC | 2,693,844 | $121.4M | 2.54% | +30,880+1.2% | Added |
| Charles Schwab Investment Management Inc | 2,924,500 | $131.8M | 0.02% | −73,401−2.4% | Reduced |
| Citigroup Inc | 3,296,743 | $148.6M | 0.11% | +1,733,918+110.9% | Added |
| Legal & General Group Plc | 3,625,991 | $162.5M | 0.04% | +444,949+14.0% | Added |
| Morgan Stanley | 3,682,184 | $165.9M | 0.01% | +576,728+18.6% | Added |
| Dimensional Fund Advisors LP | 4,138,983 | $186.5M | 0.05% | +587,626+16.5% | Added |
| Northern Trust Corp | 4,285,833 | $193.1M | 0.03% | −249,514−5.5% | Reduced |
| Bank of America Corp | 4,701,471 | $211.8M | 0.02% | −2,082,470−30.7% | Reduced |
| Amundi | 5,022,339 | $214.5M | 0.08% | +311,770+6.6% | Added |
| Franklin Resources Inc | 4,956,341 | $222.7M | 0.06% | +1,368,344+38.1% | Added |
| Pictet Asset Management Holding SA | 4,947,415 | $222.9M | 0.25% | +31,410+0.6% | Added |
| Nordea Investment Management AB | 5,121,729 | $228.7M | 0.24% | +81,911+1.6% | Added |
| Boston Partners | 5,374,682 | $241.2M | 0.29% | −268,446−4.8% | Reduced |
| Alliancebernstein L.P. | 5,689,254 | $256.4M | 0.09% | +788,082+16.1% | Added |
| JPMorgan Chase & Co | 6,100,067 | $274.9M | 0.02% | +1,721,889+39.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 6,852,665 | $308.8M | 5.50% | −193,694−2.7% | Reduced |
| Bank of New York Mellon Corp | 7,101,388 | $320.0M | 0.06% | −186,995−2.6% | Reduced |
| Deutsche Bank AG | 7,338,884 | $330.7M | 0.13% | −130,385−1.7% | Reduced |
| Ameriprise Financial Inc | 8,428,762 | $379.8M | 0.10% | −574,718−6.4% | Reduced |
| Orbis Allan Gray Ltd | 10,114,213 | $455.7M | 2.61% | +4,329,653+74.8% | Added |
| Invesco Ltd. | 10,244,072 | $461.6M | 0.09% | +395,015+4.0% | Added |
| FMR LLC | 10,625,028 | $478.6M | 0.03% | +819,927+8.4% | Added |
| FIL Ltd | 11,045,763 | $496.9M | 0.47% | +83,330+0.8% | Added |
| Geode Capital Management, LLC | 14,944,462 | $671.6M | 0.05% | +616,410+4.3% | Added |
| State Street Corp | 20,440,002 | $921.3M | 0.04% | +896,095+4.6% | Added |
| Capital Research Global Investors | 21,432,311 | $965.7M | 0.21% | +2,992,459+16.2% | Added |
| Norges Bank | 21,617,935 | $972.2M | 0.14% | −2,504,390−10.4% | Reduced |
| Nuveen, LLC | 23,331,099 | $1.05B | 0.33% | +23,331,099 | New |
| BlackRock, Inc. | 43,478,875 | $1.96B | 0.04% | +1,990,325+4.8% | Added |
| Vanguard Group Inc | 79,187,333 | $3.56B | 0.06% | +316,074+0.4% | Added |
| Adams Natural Resources Fund, Inc. | 83,300 | – | – | +42,000+101.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −564,184−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −506,870−100.0% | Sold out |