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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 57,939 | $2.61M | 0.03% | +1,600+2.8% | Added |
| Mutual of America Capital Management LLC | 57,488 | $2.59M | 0.03% | −1,701−2.9% | Reduced |
| Davenport & Co LLC | 56,862 | $2.56M | 0.02% | +964+1.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 57,241 | $2.55M | 0.01% | +14,754+34.7% | Added |
| Yousif Capital Management, LLC | 56,102 | $2.53M | 0.03% | −572−1.0% | Reduced |
| Twin Capital Management Inc | 55,835 | $2.52M | 0.29% | −1,669−2.9% | Reduced |
| Engineers Gate Manager LP | 54,742 | $2.47M | 0.04% | +54,742 | New |
| Public Employees Retirement Association of Colorado | 53,413 | $2.41M | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 53,282 | $2.40M | 0.12% | +53,282 | New |
| Metis Global Partners, LLC | 53,073 | $2.39M | 0.07% | +5,747+12.1% | Added |
| Werlinich Asset Management, LLC | 51,900 | $2.34M | 1.49% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 50,672 | $2.28M | 0.01% | +5,027+11.0% | Added |
| Wharton Business Group, LLC | 48,952 | $2.28M | 0.10% | −18,142−27.0% | Reduced |
| The PNC Financial Services Group, Inc. | 50,311 | $2.27M | 0.00% | +1,511+3.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 48,559 | $2.19M | 0.00% | +2,698+5.9% | Added |
| Moore Capital Management, LP | 47,778 | $2.15M | 0.07% | −287,611−85.8% | Reduced |
| Banque Cantonale Vaudoise | 47,103 | $2.12M | 0.09% | +47,103 | New |
| Burney Co | 45,375 | $2.04M | 0.07% | −1,106−2.4% | Reduced |
| Pinnacle Associates Ltd | 44,240 | $1.99M | 0.03% | −299−0.7% | Reduced |
| Atria Investments LLC | 44,097 | $1.99M | 0.03% | +10,035+29.5% | Added |
| Investors Research Corp | 44,001 | $1.98M | 0.43% | 00.0% | Unchanged |
| Verition Fund Management LLC | 42,841 | $1.93M | 0.01% | +19,371+82.5% | Added |
| Stifel Financial Corp | 42,831 | $1.93M | 0.00% | −55,298−56.4% | Reduced |
| M&T Bank Corp | 42,605 | $1.91M | 0.01% | −17,950−29.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 42,258 | $1.90M | 0.01% | +3,044+7.8% | Added |
| Woodline Partners LP | 41,772 | $1.88M | 0.01% | +12,096+40.8% | Added |
| Lazard Asset Management LLC | 41,697 | $1.88M | 0.00% | −37,690−47.5% | Reduced |
| Ethic Inc. | 40,849 | $1.86M | 0.04% | +3,387+9.0% | Added |
| Standard Life Aberdeen plc | 41,637 | $1.86M | 0.00% | −29,164−41.2% | Reduced |
| Fruth Investment Management | 41,278 | $1.86M | 0.52% | −278−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 40,380 | $1.82M | 0.04% | −1,980−4.7% | Reduced |
| Ramirez Asset Management, Inc. | 39,614 | $1.78M | 0.37% | +39,614 | New |
| Mizuho Securities USA LLC | 39,588 | $1.78M | 0.04% | −7,246−15.5% | Reduced |
| Vident Advisory, LLC | 38,729 | $1.75M | 0.03% | +27,413+242.2% | Added |
| Mainstay Capital Management LLC | 37,137 | $1.67M | 0.23% | +344+0.9% | Added |
| Neuberger Berman Group LLC | 36,138 | $1.63M | 0.00% | −7,894−17.9% | Reduced |
| 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 |
| STRS Ohio | 34,654 | $1.56M | 0.01% | +34,654 | New |
| Rafferty Asset Management, LLC | 34,092 | $1.54M | 0.01% | −8,796−20.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,985 | $1.49M | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,179 | $1.45M | 0.00% | −569−1.7% | Reduced |
| Glenmede Trust Co NA | 32,085 | $1.45M | 0.01% | +371+1.2% | Added |
| One68 Global Capital, LLC | 32,000 | $1.44M | 0.71% | +674+2.2% | Added |
| Westwood Holdings Group Inc. | 31,313 | $1.41M | 0.01% | −6,440−17.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 30,985 | $1.40M | 0.09% | +30,985 | New |
| Truist Financial Corp | 30,220 | $1.36M | 0.00% | −12,393−29.1% | Reduced |
| Mariner, LLC | 30,173 | $1.36M | 0.00% | +1,390+4.8% | Added |
| Pictet & Cie (Europe) SA | 29,874 | $1.35M | 0.03% | −12,230−29.0% | Reduced |
| Pacer Advisors, Inc. | 29,856 | $1.35M | 0.00% | −15,128−33.6% | Reduced |
| Occudo Quantitative Strategies LP | 30,040 | $1.34M | 0.18% | +30,040 | New |
| Cresset Asset Management, LLC | 29,217 | $1.32M | 0.01% | +7,678+35.6% | Added |
| ING Groep NV | 28,932 | $1.30M | 0.01% | −34,181−54.2% | Reduced |
| Sterling Capital Management LLC | 28,743 | $1.30M | 0.02% | −5,995−17.3% | Reduced |
| Cerity Partners LLC | 28,519 | $1.29M | 0.00% | +1,845+6.9% | Added |
| Utah Retirement Systems | 27,714 | $1.25M | 0.01% | −28,606−50.8% | Reduced |
| Mercer Global Advisors Inc | 27,653 | $1.25M | 0.00% | +13,599+96.8% | Added |
| Meiji Yasuda Life Insurance Co | 27,586 | $1.24M | 0.02% | −1,432−4.9% | Reduced |
| Transform Wealth, LLC | 27,275 | $1.23M | 0.07% | −975−3.5% | Reduced |
| HighTower Advisors, LLC | 26,774 | $1.21M | 0.00% | −9,534−26.3% | Reduced |
| Louisiana State Employees Retirement System | 26,600 | $1.20M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 26,095 | $1.18M | 0.04% | −463−1.7% | Reduced |
| Edentree Asset Management Ltd | 25,000 | $1.13M | 0.38% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 24,293 | $1.09M | 0.11% | +2,648+12.2% | Added |
| Maryland State Retirement & Pension System | 24,162 | $1.09M | 0.03% | −3,437−12.5% | Reduced |
| Winton Group Ltd | 24,072 | $1.08M | 0.07% | +567+2.4% | Added |
| Nekton Capital Ltd. | 24,000 | $1.08M | 3.00% | +24,000 | New |
| Royal London Asset Management Ltd | 23,537 | $1.06M | 0.00% | +23,537 | New |
| Cetera Investment Advisers | 23,515 | $1.06M | 0.00% | +1,504+6.8% | Added |
| Quantinno Capital Management LP | 23,313 | $1.05M | 0.01% | −11,711−33.4% | Reduced |
| Stance Capital LLC | 23,304 | $1.05M | 0.78% | +23,304 | New |
| Investment Management Corp of Ontario | 23,217 | $1.05M | 0.02% | +300+1.3% | Added |
| Abacus Planning Group, Inc. | 23,212 | $1.05M | 0.18% | −385−1.6% | Reduced |
| New Mexico Educational Retirement Board | 23,085 | $1.04M | 0.04% | −400−1.7% | Reduced |
| Janney Montgomery Scott LLC | 22,963 | $1.03M | 0.00% | −2,306−9.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,027 | $1.00M | 0.00% | −162−0.7% | Reduced |
| Creative Planning | 22,108 | $996.2K | 0.00% | −2,274−9.3% | Reduced |
| AXA S.A. | 21,998 | $991.2K | 0.00% | +996+4.7% | Added |
| JustInvest LLC | 21,089 | $950.3K | 0.01% | −3,198−13.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,690 | $932.5K | 0.00% | +8,389+68.2% | Added |
| Teachers Retirement System of the State of Kentucky | 20,382 | $919.0K | 0.01% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 20,351 | $917.0K | 0.08% | −3,272−13.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 20,271 | $913.4K | 0.00% | +20,271 | New |
| Canal Capital Management, LLC | 20,221 | $911.1K | 0.15% | +20,221 | New |
| Miracle Mile Advisors, LLC | 19,968 | $899.8K | 0.02% | +18+0.1% | Added |
| Guggenheim Capital LLC | 19,814 | $892.8K | 0.01% | +855+4.5% | Added |
| Thrivent Financial for Lutherans | 19,379 | $873.0K | 0.00% | +60.0% | Added |
| Norinchukin Bank, The | 19,108 | $861.0K | 0.02% | +1,741+10.0% | Added |
| Diligent Investors, LLC | 19,020 | $857.1K | 0.21% | −2,890−13.2% | Reduced |
| Ronald Blue Trust, Inc. | 18,834 | $848.7K | 0.01% | +8,087+75.2% | Added |
| Van Eck Associates Corp | 18,682 | $842.0K | 0.00% | +13,142+237.2% | Added |
| Dark Forest Capital Management LP | 18,080 | $814.7K | 0.04% | +18,080 | New |
| CI Private Wealth, LLC | 18,034 | $812.7K | 0.00% | −1,452−7.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 18,002 | $811.2K | 0.03% | +586+3.4% | Added |
| US Bancorp | 17,296 | $779.4K | 0.00% | −306−1.7% | Reduced |
| Synovus Financial Corp | 17,219 | $775.9K | 0.01% | −39−0.2% | Reduced |
| Dynasty Wealth Management, LLC | 17,157 | $773.1K | 0.01% | +446+2.7% | Added |
| Group One Trading, L.P. | 16,976 | $764.9K | 0.03% | +1,217+7.7% | Added |
| Rockefeller Capital Management L.P. | 16,926 | $762.7K | 0.00% | +1,060+6.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,800 | $757.0K | 0.01% | −138,400−89.2% | Reduced |