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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 16,353 | $736.9K | 0.00% | +488+3.1% | Added |
| 626 Financial, LLC | 16,241 | $731.8K | 0.38% | −934−5.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,190 | $729.5K | 0.03% | +6,616+69.1% | Added |
| Intech Investment Management LLC | 16,008 | $721.3K | 0.01% | −4,100−20.4% | Reduced |
| Fullcircle Wealth LLC | 16,773 | $713.7K | 0.29% | +4,311+34.6% | Added |
| Icon Wealth Advisors, LLC | 15,836 | $713.6K | 0.06% | +65+0.4% | Added |
| Illinois Municipal Retirement Fund | 15,534 | $700.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,191 | $684.5K | 0.01% | −62−0.4% | Reduced |
| Everence Capital Management Inc | 15,180 | $684.0K | 0.05% | 00.0% | Unchanged |
| South Dakota Investment Council | 14,914 | $672.0K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 14,746 | $664.5K | 0.07% | +1,028+7.5% | Added |
| Captrust Financial Advisors | 14,567 | $656.4K | 0.00% | +7,298+100.4% | Added |
| Advisor Group Holdings, Inc. | 14,286 | $643.8K | 0.00% | −8,712−37.9% | Reduced |
| Contravisory Investment Management, Inc. | 14,223 | $640.9K | 0.13% | +34+0.2% | Added |
| Centiva Capital, LP | 14,198 | $639.8K | 0.04% | +14,198 | New |
| First Trust Advisors LP | 14,108 | $633.5K | 0.00% | −12,987−47.9% | Reduced |
| TD Private Client Wealth LLC | 13,835 | $623.4K | 0.02% | −4,050−22.6% | Reduced |
| NEOS Investment Management LLC | 13,663 | $615.7K | 0.01% | +2,524+22.7% | Added |
| Wealth Alliance | 13,630 | $614.2K | 0.07% | +4,209+44.7% | Added |
| HB Wealth Management, LLC | 13,440 | $605.6K | 0.01% | +168+1.3% | Added |
| Legacy Wealth Asset Management, LLC | 13,293 | $599.0K | 0.17% | +13,293 | New |
| GWM Advisors LLC | 13,264 | $597.7K | 0.00% | +8,726+192.3% | Added |
| AQR Capital Management LLC | 13,425 | $592.8K | 0.00% | +6,378+90.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,597 | $567.6K | 0.03% | +2,402+23.6% | Added |
| Profund Advisors LLC | 12,568 | $566.3K | 0.02% | +1,730+16.0% | Added |
| Wolverine Asset Management LLC | 12,000 | $540.7K | 0.01% | +12,000 | New |
| Citizens Financial Group Inc | 11,893 | $535.9K | 0.01% | +328+2.8% | Added |
| Sapience Investments, LLC | 11,814 | $532.3K | 0.38% | +2,640+28.8% | Added |
| Recurrent Investment Advisors LLC | 11,780 | $530.8K | 0.04% | −25,291−68.2% | Reduced |
| QRG Capital Management, Inc. | 11,709 | $527.6K | 0.01% | +6,032+106.3% | Added |
| Patten Group, Inc. | 11,681 | $526.4K | 0.12% | −1,223−9.5% | Reduced |
| United Services Automobile Association | 11,572 | $515.1K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,407 | $514.0K | 0.00% | −2,722−19.3% | Reduced |
| Merit Financial Group, LLC | 10,912 | $491.7K | 0.01% | +1,385+14.5% | Added |
| O'Shaughnessy Asset Management, LLC | 10,900 | $491.2K | 0.00% | −4,574−29.6% | Reduced |
| Sowell Financial Services LLC | 10,885 | $490.5K | 0.02% | +10,885 | New |
| Old Mission Capital LLC | 10,503 | $473.3K | 0.01% | +10,503 | New |
| Valeo Financial Advisors, LLC | 10,457 | $471.2K | 0.01% | −2,216−17.5% | Reduced |
| Vestcor Inc | 10,321 | $465.0K | 0.02% | +22+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 10,300 | $464.1K | 0.00% | +1,503+17.1% | Added |
| Kimelman & Baird, LLC | 10,250 | $461.9K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 10,116 | $455.8K | 0.07% | +1,899+23.1% | Added |
| McDonald Partners LLC | 10,000 | $450.6K | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,914 | $446.7K | 0.02% | −471−4.5% | Reduced |
| Generali Asset Management SPA SGR | 12,902 | $446.4K | 0.01% | −41,225−76.2% | Reduced |
| Tower Research Capital LLC (TRC) | 9,883 | $445.3K | 0.01% | −26,834−73.1% | Reduced |
| Forum Financial Management, LP | 9,840 | $443.4K | 0.01% | +61+0.6% | Added |
| Empowered Funds, LLC | 9,436 | $425.2K | 0.01% | −42−0.4% | Reduced |
| Jones Financial Companies LLLP | 9,370 | $417.1K | 0.00% | +1,501+19.1% | Added |
| BIP Alliance, LLC | 9,036 | $407.2K | 0.17% | −24−0.3% | Reduced |
| Toroso Investments, LLC | 9,025 | $406.7K | 0.00% | −23,635−72.4% | Reduced |
| Colony Group, LLC | 8,998 | $405.5K | 0.00% | −498−5.2% | Reduced |
| MUFG Securities Americas Inc. | 8,752 | $394.4K | 0.05% | +1,458+20.0% | Added |
| Arkadios Wealth Advisors | 8,744 | $394.0K | 0.01% | +8,744 | New |
| 3Chopt Investment Partners, LLC | 8,732 | $393.5K | 0.10% | +8,732 | New |
| Radnor Capital Management, LLC | 8,671 | $391.0K | 0.07% | −496−5.4% | Reduced |
| Triodos Investment Management BV | 8,700 | $387.2K | 0.03% | −594,534−98.6% | Reduced |
| Allstate Corp | 8,588 | $387.0K | 0.01% | −6,699−43.8% | Reduced |
| Nisa Investment Advisors, LLC | 8,354 | $376.4K | 0.00% | +3,530+73.2% | Added |
| Investors Asset Management of Georgia Inc | 8,190 | $369.1K | 0.19% | −245−2.9% | Reduced |
| Empirical Finance, LLC | 7,826 | $352.6K | 0.02% | −15−0.2% | Reduced |
| Diversified Trust Co | 7,820 | $352.4K | 0.01% | −1,564−16.7% | Reduced |
| Catalytic Wealth RIA, LLC | 7,812 | $352.0K | 0.06% | −4,707−37.6% | Reduced |
| Wesbanco Bank Inc | 7,764 | $349.8K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,614 | $343.1K | 0.19% | −403−5.0% | Reduced |
| Hartford Financial Management Inc. | 7,605 | $342.7K | 0.07% | −650−7.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,470 | $336.6K | 0.00% | +7,470 | New |
| Mount Yale Investment Advisors, LLC | 7,422 | $334.4K | 0.03% | −837−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,157 | $322.5K | 0.00% | −1,103−13.4% | Reduced |
| Horizon Investments, LLC | 7,133 | $321.4K | 0.01% | +382+5.7% | Added |
| Chicago Capital, LLC | 7,075 | $318.8K | 0.01% | +7,075 | New |
| Womack Financial LLC | 7,059 | $318.1K | 0.29% | −302−4.1% | Reduced |
| Park Avenue Securities LLC | 7,006 | $316.0K | 0.00% | −5,388−43.5% | Reduced |
| MBB Public Markets I LLC | 6,947 | $313.0K | 0.04% | +6,947 | New |
| MONECO Advisors, LLC | 6,899 | $310.9K | 0.03% | −600−8.0% | Reduced |
| Kestra Advisory Services, LLC | 6,832 | $307.9K | 0.00% | −4,271−38.5% | Reduced |
| Warren Averett Asset Management, LLC | 6,826 | $307.6K | 0.00% | +621+10.0% | Added |
| United Capital Financial Advisers, LLC | 6,777 | $305.4K | 0.00% | +3,025+80.6% | Added |
| Fifth Third Bancorp | 6,753 | $304.3K | 0.00% | −1,518−18.4% | Reduced |
| Schechter Investment Advisors, LLC | 6,654 | $299.8K | 0.02% | −1,518−18.6% | Reduced |
| SIH Partners, LLLP | 6,522 | $293.9K | 0.03% | +6,522 | New |
| Benjamin Edwards Inc | 6,512 | $293.4K | 0.00% | −379−5.5% | Reduced |
| Legacy Capital Group California, Inc. | 6,489 | $292.4K | 0.10% | +1,726+36.2% | Added |
| Empower Advisory Group, LLC | 6,465 | $291.3K | 0.00% | +6,465 | New |
| Geneos Wealth Management Inc. | 6,292 | $283.5K | 0.01% | +335+5.6% | Added |
| Ossiam | 6,121 | $275.8K | 0.00% | −3,244−34.6% | Reduced |
| Advisory Services Network, LLC | 5,980 | $269.4K | 0.01% | −444−6.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,895 | $265.6K | 0.00% | +5,895 | New |
| GAMMA Investing LLC | 5,726 | $258.0K | 0.02% | −1,028−15.2% | Reduced |
| Siemens Fonds Invest GmbH | 5,698 | $254.5K | 0.02% | +5,698 | New |
| Fulton Bank, N.A. | 5,587 | $251.8K | 0.01% | −1,318−19.1% | Reduced |
| Regions Financial Corp | 5,563 | $250.7K | 0.00% | −3,178−36.4% | Reduced |
| Ostrum Asset Management | 5,555 | $250.3K | 0.01% | −148−2.6% | Reduced |
| Fiduciary Trust Co | 5,518 | $248.6K | 0.00% | −97−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,501 | $247.9K | 0.00% | +346+6.7% | Added |
| Commerce Bank | 5,462 | $246.1K | 0.00% | +52+1.0% | Added |
| West Paces Advisors Inc. | 5,453 | $245.7K | 0.06% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,349 | $241.0K | 0.01% | +5,349 | New |
| Harbor Advisors LLC | 5,315 | $239.5K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,305 | $239.0K | 0.03% | +826+18.4% | Added |