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 |
|---|---|---|---|---|---|
| Stephens Inc | 5,241 | $236.2K | 0.00% | −375−6.7% | Reduced |
| Park National Corp | 5,150 | $232.1K | 0.01% | −258−4.8% | Reduced |
| Farther Finance Advisors, LLC | 5,038 | $229.8K | 0.01% | +1,346+36.5% | Added |
| Citizens National Bank Trust Department | 5,090 | $229.4K | 0.05% | +400+8.5% | Added |
| HighPoint Advisor Group LLC | 5,363 | $227.1K | 0.01% | +1,167+27.8% | Added |
| Edmond de Rothschild Holding S.A. | 5,053 | $226.3K | 0.00% | +290+6.1% | Added |
| Fiduciary Alliance LLC | 5,018 | $226.1K | 0.02% | +318+6.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,975 | $221.4K | 0.00% | −392−7.3% | Reduced |
| Gsa Capital Partners LLP | 4,908 | $221.0K | 0.02% | −26−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,903 | $220.9K | 0.01% | +443+9.9% | Added |
| Independent Financial Group, LLC | 4,789 | $215.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,710 | $212.2K | 0.01% | −287−5.7% | Reduced |
| CWM, LLC | 4,672 | $211.0K | 0.00% | −1,316−22.0% | Reduced |
| Argent Trust Co | 4,609 | $207.7K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,551 | $205.1K | 0.00% | −33,674−88.1% | Reduced |
| Integrated Investment Consultants, LLC | 4,534 | $204.3K | 0.04% | +34+0.8% | Added |
| Wealthspire Advisors, LLC | 4,521 | $203.7K | 0.00% | −683−13.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,501 | $202.8K | 0.07% | +4,501 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,488 | $202.2K | 0.00% | +4,488 | New |
| PharVision Advisers, LLC | 4,451 | $200.6K | 0.28% | +4,451 | New |
| Mirova | 3,143 | $141.6K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,095 | $139.0K | 0.00% | −3,676−54.3% | Reduced |
| Simplex Trading, LLC | 2,975 | $134.0K | 0.00% | −286−8.8% | Reduced |
| Skylands Capital, LLC | 2,867 | $129.2K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,842 | $128.1K | 0.07% | +825+40.9% | Added |
| Bryn Mawr Trust Co | 2,782 | $125.4K | 0.00% | −490−15.0% | Reduced |
| Bank & Trust Co | 2,702 | $121.8K | 0.10% | +2,702 | New |
| Cary Street Partners Financial LLC | 2,591 | $116.8K | 0.00% | +414+19.0% | Added |
| Transamerica Financial Advisors, Inc. | 2,460 | $111.0K | 0.01% | +775+46.0% | Added |
| Penserra Capital Management LLC | 2,467 | $110.0K | 0.00% | −1,128−31.4% | Reduced |
| Covestor Ltd | 2,270 | $102.0K | 0.07% | −38−1.6% | Reduced |
| Coldstream Capital Management Inc | 2,203 | $99.3K | 0.00% | +2,203 | New |
| Allworth Financial LP | 2,205 | $93.6K | 0.00% | +579+35.6% | Added |
| ORG Wealth Partners, LLC | 2,051 | $93.6K | 0.03% | +1,410+220.0% | Added |
| McIlrath & Eck, LLC | 2,027 | $91.3K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,721 | $77.5K | 0.00% | +295+20.7% | Added |
| MAI Capital Management | 1,707 | $76.9K | 0.00% | −45−2.6% | Reduced |
| Mather Group, LLC. | 1,587 | $71.5K | 0.00% | +511+47.5% | Added |
| Quarry LP | 1,416 | $63.8K | 0.02% | +1,048+284.8% | Added |
| BFSG, LLC | 1,415 | $63.8K | 0.01% | −410−22.5% | Reduced |
| Sentry Investment Management LLC | 1,596 | $63.0K | 0.04% | −477−23.0% | Reduced |
| Assetmark, Inc | 1,377 | $62.0K | 0.00% | −13−0.9% | Reduced |
| NBC Securities, Inc. | 1,277 | $57.0K | 0.00% | +1,276+127,600.0% | Added |
| Parallel Advisors, LLC | 1,227 | $55.3K | 0.00% | −266−17.8% | Reduced |
| Curat Global, LLC | 1,200 | $54.1K | 0.07% | +1,200 | New |
| Umb Bank N A | 1,179 | $53.1K | 0.00% | +93+8.6% | Added |
| Armstrong Advisory Group, Inc | 907 | $48.9K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,084 | $48.8K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,082 | $48.8K | 0.00% | +1,082 | New |
| Oakworth Capital, Inc. | 1,039 | $46.8K | 0.00% | +37+3.7% | Added |
| Twin Lakes Capital Management, LLC | 981 | $44.2K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 958 | $43.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 955 | $43.0K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 939 | $42.3K | 0.00% | −1,038−52.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $41.5K | 0.01% | +320+53.3% | Added |
| Smallwood Wealth Investment Management, LLC | 885 | $39.9K | 0.03% | +885 | New |
| Huntington National Bank | 855 | $38.5K | 0.00% | −66−7.2% | Reduced |
| Principal Securities, Inc. | 695 | $37.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 809 | $36.5K | 0.00% | −25−3.0% | Reduced |
| Center for Financial Planning, Inc. | 809 | $36.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 779 | $35.1K | 0.01% | +273+54.0% | Added |
| Whipplewood Advisors, LLC | 684 | $35.0K | 0.02% | −398−36.8% | Reduced |
| Ancora Advisors, LLC | 754 | $34.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 743 | $33.5K | 0.02% | −700−48.5% | Reduced |
| CIBC Private Wealth Group, LLC | 859 | $32.8K | 0.00% | +486+130.3% | Added |
| Sarver Vrooman Wealth Advisors | 712 | $32.1K | 0.02% | +712 | New |
| TSFG, LLC | 672 | $30.0K | 0.01% | +672 | New |
| Spire Wealth Management | 662 | $29.8K | 0.00% | −7−1.0% | Reduced |
| IMA Wealth, Inc. | 657 | $29.6K | 0.00% | +657 | New |
| Zions Bancorporation, National Association | 649 | $29.2K | 0.00% | +649 | New |
| Montag A & Associates Inc | 645 | $29.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $28.4K | 0.02% | −216−25.5% | Reduced |
| Massmutual Trust Co FSB | 623 | $28.1K | 0.00% | +107+20.7% | Added |
| Quadrant Capital Group LLC | 591 | $26.6K | 0.00% | −168−22.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 565 | $25.5K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 550 | $24.8K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 535 | $24.1K | 0.00% | −544−50.4% | Reduced |
| Medallion Wealth Advisors, LLC | 520 | $23.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 521 | $23.5K | 0.00% | +353+210.1% | Added |
| Harvest Fund Management Co., Ltd | 516 | $23.0K | 0.00% | −1,895−78.6% | Reduced |
| Carolinas Wealth Consulting LLC | 493 | $22.2K | 0.00% | −11−2.2% | Reduced |
| First Horizon Advisors, Inc. | 474 | $21.4K | 0.00% | −223−32.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 446 | $20.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 416 | $18.7K | 0.00% | −24−5.5% | Reduced |
| FNY Investment Advisers, LLC | 400 | $18.0K | 0.01% | +400 | New |
| Creative Financial Designs Inc | 381 | $17.2K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 356 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 353 | $15.9K | 0.01% | +61+20.9% | Added |
| HM Payson & Co | 350 | $15.8K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 348 | $15.7K | 0.01% | −136−28.1% | Reduced |
| Lindbrook Capital, LLC | 337 | $15.2K | 0.00% | +86+34.3% | Added |
| Smartleaf Asset Management LLC | 340 | $15.1K | 0.00% | −865−71.8% | Reduced |
| Brown Brothers Harriman & Co | 328 | $14.8K | 0.00% | +262+397.0% | Added |
| TD Waterhouse Canada Inc. | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $13.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 278 | $12.5K | 0.01% | −276−49.8% | Reduced |
| GW&K Investment Management, LLC | 275 | $12.0K | 0.00% | +25+10.0% | Added |
| Sandy Spring Bank | 235 | $10.6K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 225 | $10.1K | 0.01% | +225 | New |
| Financial Perspectives, Inc | 224 | $10.1K | 0.00% | 00.0% | Unchanged |