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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 270,654 | $12.2M | 0.01% | +270,654 | New |
| Redwood Grove Capital, LLC | 261,636 | $11.8M | 4.23% | −31,000−10.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 259,302 | $11.7M | 0.04% | −40.0% | Reduced |
| Slate Path Capital LP | 257,400 | $11.6M | 0.21% | +90,400+54.1% | Added |
| Wells Fargo & Company | 252,013 | $11.4M | 0.00% | +4,049+1.6% | Added |
| Banque Pictet & Cie SA | 249,570 | $11.2M | 0.12% | −81,449−24.6% | Reduced |
| Treasurer of the State of North Carolina | 236,555 | $10.7M | 0.04% | +3,110+1.3% | Added |
| Exane Asset Management | 218,289 | $10.6M | 6.18% | +118,487+118.7% | Added |
| HSBC Holdings PLC | 236,529 | $10.6M | 0.01% | −268,686−53.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 232,829 | $10.5M | 0.03% | +2,465+1.1% | Added |
| ARGA Investment Management, LP | 233,292 | $10.4M | 0.35% | −994,094−81.0% | Reduced |
| Twinbeech Capital LP | 229,257 | $10.3M | 0.19% | +229,257 | New |
| Mitsubishi UFJ Trust & Banking Corp | 224,953 | $10.1M | 0.03% | −25,960−10.3% | Reduced |
| KBC Group NV | 220,876 | $9.95M | 0.03% | −1020.0% | Reduced |
| Raymond James Financial Inc | 215,716 | $9.72M | 0.00% | +2,854+1.3% | Added |
| Asset Management One Co.,Ltd. | 204,249 | $9.20M | 0.03% | +7,455+3.8% | Added |
| ExodusPoint Capital Management, LP | 201,281 | $9.07M | 0.12% | +201,281 | New |
| Fuller & Thaler Asset Management, Inc. | 198,806 | $8.96M | 0.03% | +7,900+4.1% | Added |
| Danske Bank A/S | 198,130 | $8.93M | 0.03% | +3,414+1.8% | Added |
| MetLife Investment Management | 197,150 | $8.88M | 0.05% | +65,963+50.3% | Added |
| Covalis Capital LLP | 194,593 | $8.77M | 2.01% | +194,593 | New |
| CastleKnight Management LP | 188,200 | $8.48M | 0.91% | +17,000+9.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 187,557 | $8.45M | 0.09% | +1,110+0.6% | Added |
| Credit Agricole S A | 187,001 | $8.43M | 0.03% | −116,670−38.4% | Reduced |
| Ensign Peak Advisors, Inc | 186,712 | $8.41M | 0.02% | +40,062+27.3% | Added |
| Voya Investment Management LLC | 184,624 | $8.32M | 0.01% | −23,514−11.3% | Reduced |
| TD Asset Management Inc | 180,700 | $8.14M | 0.01% | −435−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 176,895 | $7.97M | 0.04% | −16,487−8.5% | Reduced |
| Van Den Berg Management I, Inc | 176,690 | $7.96M | 2.44% | −3,939−2.2% | Reduced |
| KLP Kapitalforvaltning AS | 176,671 | $7.96M | 0.04% | +3,300+1.9% | Added |
| American Century Companies Inc | 173,270 | $7.81M | 0.00% | −98,520−36.2% | Reduced |
| Private Management Group Inc | 172,429 | $7.77M | 0.28% | −11,174−6.1% | Reduced |
| Public Employees Retirement System of Ohio | 171,230 | $7.72M | 0.03% | −6,366−3.6% | Reduced |
| Nomura Asset Management Co Ltd | 164,565 | $7.42M | 0.02% | +2,856+1.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 164,330 | $7.40M | 0.05% | −168,868−50.7% | Reduced |
| Albar Capital Partners LLP | 163,011 | $7.35M | 3.34% | +163,011 | New |
| Fisher Funds Management LTD | 156,444 | $7.05M | 0.17% | 00.0% | Unchanged |
| Arizona State Retirement System | 150,422 | $6.78M | 0.04% | −601−0.4% | Reduced |
| LPL Financial LLC | 149,576 | $6.74M | 0.00% | −31,332−17.3% | Reduced |
| SG Americas Securities, LLC | 147,280 | $6.64M | 0.02% | +33,765+29.7% | Added |
| State of Michigan Retirement System | 145,264 | $6.55M | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 144,600 | $6.52M | 0.03% | +12,600+9.5% | Added |
| Victory Capital Management Inc | 142,798 | $6.43M | 0.01% | −5,348,294−97.4% | Reduced |
| Gateway Investment Advisers LLC | 142,708 | $6.43M | 0.07% | −7,180−4.8% | Reduced |
| Jane Street Group, LLC | 130,995 | $5.90M | 0.01% | −208,653−61.4% | Reduced |
| KWMG, LLC | 130,274 | $5.87M | 0.60% | +864+0.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 125,046 | $5.63M | 0.05% | 00.0% | Unchanged |
| De Lisle Partners LLP | 125,000 | $5.63M | 0.94% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 121,793 | $5.49M | 0.01% | +1,490+1.2% | Added |
| Korea Investment CORP | 118,873 | $5.36M | 0.01% | −184,377−60.8% | Reduced |
| Mediolanum International Funds Ltd | 116,544 | $5.19M | 0.07% | +1,076+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 114,239 | $5.15M | 0.01% | −493−0.4% | Reduced |
| M&G Plc | 114,302 | $5.14M | 0.02% | −68,591−37.5% | Reduced |
| Corebridge Financial, Inc. | 113,753 | $5.13M | 0.03% | −3,412−2.9% | Reduced |
| Czech National Bank | 113,561 | $5.12M | 0.05% | +6,419+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 113,068 | $5.09M | 0.03% | +7,997+7.6% | Added |
| Forsta Ap-Fonden | 111,500 | $5.02M | 0.04% | +1,800+1.6% | Added |
| Manning & Napier Advisors LLC | 109,813 | $4.95M | 0.06% | +460.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 107,982 | $4.87M | 0.20% | −5,135−4.5% | Reduced |
| Renaissance Technologies LLC | 102,162 | $4.60M | 0.01% | +102,162 | New |
| DnB Asset Management AS | 101,959 | $4.59M | 0.02% | +384+0.4% | Added |
| LMR Partners LLP | 101,840 | $4.59M | 0.09% | −30,000−22.8% | Reduced |
| State of Tennessee, Treasury Department | 101,810 | $4.59M | 0.02% | −117,432−53.6% | Reduced |
| Rathbone Brothers plc | 102,395 | $4.57M | 0.02% | −1,707−1.6% | Reduced |
| Xponance, Inc. | 101,439 | $4.57M | 0.04% | −6,083−5.7% | Reduced |
| Allianz Asset Management GmbH | 100,093 | $4.51M | 0.01% | −143,382−58.9% | Reduced |
| British Columbia Investment Management Corp | 99,478 | $4.48M | 0.03% | −97−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 99,216 | $4.47M | 0.06% | −67,275−40.4% | Reduced |
| Paradigm Capital Management Inc | 98,180 | $4.42M | 0.25% | −280,700−74.1% | Reduced |
| Amalgamated Bank | 97,755 | $4.41M | 0.04% | +1,349+1.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 97,324 | $4.39M | 0.72% | −1,011−1.0% | Reduced |
| Squarepoint Ops LLC | 96,000 | $4.33M | 0.01% | +75,999+380.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 94,312 | $4.25M | 1.59% | −8,174−8.0% | Reduced |
| Alpha Omega Wealth Management LLC | 91,306 | $4.11M | 0.79% | −6,199−6.4% | Reduced |
| ProShare Advisors LLC | 89,571 | $4.04M | 0.01% | +5,345+6.3% | Added |
| Beverly Hills Private Wealth, LLC | 83,146 | $3.75M | 0.74% | +6,994+9.2% | Added |
| Robeco Schweiz AG | 82,300 | $3.71M | 0.09% | +82,300 | New |
| Letko, Brosseau & Associates Inc | 81,850 | $3.69M | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 80,540 | $3.63M | 0.01% | −729−0.9% | Reduced |
| Sage Capital Advisors,llc | 79,474 | $3.58M | 0.94% | −200.0% | Reduced |
| Old North State Wealth Management, LLC | 79,363 | $3.58M | 1.99% | +1,926+2.5% | Added |
| Omers Administration Corp | 76,467 | $3.45M | 0.03% | +44,513+139.3% | Added |
| Teacher Retirement System of Texas | 76,043 | $3.43M | 0.01% | +71,176+1,462.4% | Added |
| Swiss Life Asset Management Ltd | 75,395 | $3.40M | 0.02% | +19,792+35.6% | Added |
| Kovitz Investment Group Partners, LLC | 73,120 | $3.29M | 0.02% | +15,286+26.4% | Added |
| Prudential Financial Inc | 62,091 | $3.23M | 0.00% | +900+1.5% | Added |
| Jefferies Financial Group Inc. | 71,821 | $3.22M | 0.06% | +41,699+138.4% | Added |
| Raiffeisen Bank International AG | 68,913 | $3.07M | 0.05% | −221−0.3% | Reduced |
| New York Life Investment Management LLC | 67,653 | $3.05M | 0.03% | +447+0.7% | Added |
| Ci Investments Inc. | 67,252 | $3.03M | 0.01% | +64,338+2,207.9% | Added |
| Commonwealth Equity Services, LLC | 65,216 | $2.94M | 0.00% | +886+1.4% | Added |
| SWS Partners | 65,000 | $2.93M | 0.96% | +1,492+2.3% | Added |
| Public Sector Pension Investment Board | 63,941 | $2.88M | 0.01% | +5,540+9.5% | Added |
| Nissay Asset Management Corp | 63,699 | $2.87M | 0.02% | +810+1.3% | Added |
| Macquarie Group Ltd | 63,766 | $2.87M | 0.00% | +3,901+6.5% | Added |
| APG Asset Management N.V. | 68,349 | $2.85M | 0.01% | −20,670−23.2% | Reduced |
| BIP Wealth, LLC | 62,581 | $2.82M | 0.18% | −500−0.8% | Reduced |
| CIBC World Markets Corp | 60,809 | $2.74M | 0.02% | −299,957−83.1% | Reduced |
| Susquehanna International Group, LLP | 59,768 | $2.69M | 0.00% | −141,576−70.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,361 | $2.67M | 0.03% | +1,136+2.0% | Added |