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, Q2 2025
Institutional positions in Smurfit Westrock plc as of Jun 30, 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
- 580
- −9 vs. Q1 2025
- Shares held
- 451.8M
- +13.5M (+3.1%) vs. Q1 2025
- Total value
- $19.5B
- −$223.5M (−1.1%) vs. Q1 2025
- New holders
- 75
- 216 more added
- Sold out
- 84
- 227 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $19.6B |
| Q2 2025 | 580 | $19.5B |
| Q1 2025 | 596 | $19.7B |
| Q4 2024 | 604 | $23.6B |
| Q3 2024 | 507 | $23.7B |
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 80,421,330 | $3.47B | 0.06% | +1,233,997+1.6% | Added |
| BlackRock, Inc. | 41,502,917 | $1.79B | 0.03% | −1,975,958−4.5% | Reduced |
| Capital Research Global Investors | 27,671,873 | $1.19B | 0.24% | +6,239,562+29.1% | Added |
| Nuveen, LLC | 23,677,771 | $1.02B | 0.28% | +346,672+1.5% | Added |
| State Street Corp | 20,779,789 | $896.7M | 0.03% | +339,787+1.7% | Added |
| Orbis Allan Gray Ltd | 18,400,418 | $794.0M | 3.86% | +8,286,205+81.9% | Added |
| Norges Bank | 17,375,882 | $749.7M | 0.09% | −4,242,053−19.6% | Reduced |
| Geode Capital Management, LLC | 12,790,061 | $549.5M | 0.04% | −2,154,401−14.4% | Reduced |
| FMR LLC | 12,217,874 | $527.2M | 0.03% | +1,592,846+15.0% | Added |
| Invesco Ltd. | 9,837,004 | $424.5M | 0.07% | −407,068−4.0% | Reduced |
| Bank of New York Mellon Corp | 8,500,852 | $366.8M | 0.07% | +1,399,464+19.7% | Added |
| FIL Ltd | 8,380,061 | $361.6M | 0.31% | −2,665,702−24.1% | Reduced |
| Ameriprise Financial Inc | 7,494,164 | $323.4M | 0.08% | −934,598−11.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 7,480,587 | $322.8M | 5.54% | +627,922+9.2% | Added |
| Causeway Capital Management LLC | 7,015,694 | $302.7M | 4.79% | +4,321,850+160.4% | Added |
| Franklin Resources Inc | 5,841,253 | $252.2M | 0.07% | +884,912+17.9% | Added |
| Nordea Investment Management AB | 5,468,249 | $234.9M | 0.22% | +346,520+6.8% | Added |
| Deutsche Bank AG | 5,402,638 | $233.1M | 0.09% | −1,936,246−26.4% | Reduced |
| JPMorgan Chase & Co | 5,361,846 | $231.4M | 0.02% | −738,221−12.1% | Reduced |
| Alliancebernstein L.P. | 5,341,870 | $230.5M | 0.08% | −347,384−6.1% | Reduced |
| Bank of America Corp | 5,265,007 | $227.2M | 0.02% | +563,536+12.0% | Added |
| Pictet Asset Management Holding SA | 4,876,754 | $210.4M | 0.21% | −70,661−1.4% | Reduced |
| Ruffer LLP | 4,544,710 | $196.1M | 8.68% | +4,544,710 | New |
| Amundi | 4,022,097 | $189.8M | 0.07% | −1,000,242−19.9% | Reduced |
| Morgan Stanley | 4,298,677 | $185.5M | 0.01% | +616,493+16.7% | Added |
| Dimensional Fund Advisors LP | 4,132,101 | $178.3M | 0.04% | −6,882−0.2% | Reduced |
| Northern Trust Corp | 4,122,024 | $177.9M | 0.02% | −163,809−3.8% | Reduced |
| Legal & General Group Plc | 3,345,760 | $144.2M | 0.04% | −280,231−7.7% | Reduced |
| Marshall Wace, LLP | 3,087,814 | $133.2M | 0.16% | +1,152,904+59.6% | Added |
| UBS Group AG | 3,021,802 | $130.4M | 0.03% | +1,122,329+59.1% | Added |
| Charles Schwab Investment Management Inc | 2,911,099 | $125.6M | 0.02% | −13,401−0.5% | Reduced |
| Goldman Sachs Group Inc | 2,866,539 | $123.7M | 0.02% | +323,806+12.7% | Added |
| Citigroup Inc | 2,658,849 | $114.7M | 0.08% | −637,894−19.3% | Reduced |
| Incentive AS | 2,322,540 | $100.2M | 100.00% | +10,000+0.4% | Added |
| Barclays PLC | 2,089,212 | $90.1M | 0.04% | +265,975+14.6% | Added |
| Citadel Advisors LLC | 2,026,493 | $87.4M | 0.08% | +1,755,839+648.7% | Added |
| Thompson Siegel & Walmsley LLC | 1,829,020 | $78.9M | 1.33% | −63,300−3.3% | Reduced |
| Polaris Capital Management, LLC | 1,778,060 | $76.7M | 5.10% | −692,263−28.0% | Reduced |
| Swiss National Bank | 1,580,197 | $68.2M | 0.04% | +113,200+7.7% | Added |
| Millennium Management LLC | 1,405,455 | $60.6M | 0.05% | −147,624−9.5% | Reduced |
| Royal Bank of Canada | 1,380,626 | $59.6M | 0.01% | +439,860+46.8% | Added |
| Zurich Insurance Group Ltd | 1,361,343 | $58.7M | 0.45% | +595,594+77.8% | Added |
| Lansdowne Partners (UK) LLP | 1,304,056 | $56.3M | 7.31% | −625,896−32.4% | Reduced |
| Vontobel Holding Ltd. | 1,261,179 | $54.4M | 0.18% | −160,327−11.3% | Reduced |
| Lakewood Capital Management, LP | 1,160,297 | $50.1M | 3.81% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,048,957 | $45.3M | 0.03% | +1,835+0.2% | Added |
| Aviva PLC | 1,041,133 | $44.9M | 0.09% | +201,017+23.9% | Added |
| Price T Rowe Associates Inc | 1,036,570 | $44.7M | 0.01% | +47,145+4.8% | Added |
| Mackenzie Financial Corp | 1,022,517 | $44.1M | 0.06% | −163,671−13.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 976,543 | $42.1M | 0.03% | +62,297+6.8% | Added |
| Patten & Patten Inc | 950,038 | $41.0M | 2.65% | −30,302−3.1% | Reduced |
| HSBC Holdings PLC | 938,319 | $40.3M | 0.03% | +701,790+296.7% | Added |
| Point72 Asset Management, L.P. | 927,311 | $40.0M | 0.09% | +51,262+5.9% | Added |
| Rhumbline Advisers | 927,260 | $40.0M | 0.03% | +9,161+1.0% | Added |
| Compagnie Lombard Odier SCmA | 899,533 | $38.8M | 0.51% | +50,662+6.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 896,235 | $38.6M | 0.07% | −359,817−28.6% | Reduced |
| BNP Paribas Arbitrage, SA | 886,419 | $38.2M | 0.03% | −100,173−10.2% | Reduced |
| Massachusetts Financial Services Co | 867,645 | $37.4M | 0.01% | +507,396+140.8% | Added |
| National Pension Service | 849,509 | $36.7M | 0.03% | +6,373+0.8% | Added |
| Scopus Asset Management, L.P. | 790,310 | $34.1M | 0.91% | +88,858+12.7% | Added |
| Evelyn Partners Investment Management LLP | 778,678 | $33.6M | 1.03% | −49,921−6.0% | Reduced |
| Liontrust Investment Partners LLP | 736,253 | $31.7M | 0.45% | +736,253 | New |
| Retirement Systems of Alabama | 728,187 | $31.4M | 0.11% | −10,878−1.5% | Reduced |
| First Trust Advisors LP | 727,710 | $31.4M | 0.03% | +713,602+5,058.1% | Added |
| Janus Henderson Group PLC | 720,136 | $31.0M | 0.02% | +177,184+32.6% | Added |
| SEI Investments Co | 665,162 | $28.7M | 0.03% | +349,662+110.8% | Added |
| California State Teachers Retirement System | 627,009 | $27.1M | 0.03% | +4,276+0.7% | Added |
| Man Group plc | 607,370 | $26.2M | 0.06% | +278,907+84.9% | Added |
| Wellington Management Group LLP | 588,154 | $25.4M | 0.00% | −381,775−39.4% | Reduced |
| Foresight Group Ltd Liability Partnership | 570,768 | $24.6M | 3.49% | −6,862−1.2% | Reduced |
| UBS Asset Management Americas Inc | 568,581 | $24.5M | 0.00% | +49,413+9.5% | Added |
| Salem Investment Counselors Inc | 562,032 | $24.3M | 0.77% | −24,900−4.2% | Reduced |
| Principal Financial Group Inc | 559,741 | $24.2M | 0.01% | −30,084−5.1% | Reduced |
| Savant Capital, LLC | 539,377 | $23.3M | 0.17% | −230,302−29.9% | Reduced |
| New York State Common Retirement Fund | 520,366 | $22.5M | 0.03% | +34,088+7.0% | Added |
| Cullen Capital Management LLC | 514,091 | $22.2M | 0.25% | −337,574−39.6% | Reduced |
| Bank of Montreal | 502,717 | $21.7M | 0.01% | +188,549+60.0% | Added |
| Walleye Capital LLC | 495,950 | $21.4M | 0.20% | −19,808−3.8% | Reduced |
| Rit Capital Partners PLC | 460,000 | $19.8M | 2.77% | −264,000−36.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 454,189 | $19.6M | 0.03% | +3,000+0.7% | Added |
| Groupama Asset Managment | 608,350 | $19.3M | 0.32% | +80,778+15.3% | Added |
| State Board of Administration of Florida Retirement System | 442,093 | $19.1M | 0.03% | +5,260+1.2% | Added |
| ABN AMRO Bank N.V. | 433,019 | $18.8M | 0.24% | +22,476+5.5% | Added |
| Sycomore Asset Management | 488,737 | $18.0M | 2.79% | 00.0% | Unchanged |
| Tredje AP-fonden | 409,464 | $17.7M | 0.14% | −10,360−2.5% | Reduced |
| Envestnet Asset Management Inc | 407,489 | $17.6M | 0.01% | −111,200−21.4% | Reduced |
| Natixis Advisors, L.P. | 401,273 | $17.3M | 0.03% | −108,915−21.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 393,702 | $17.0M | 0.02% | +32,321+8.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 393,242 | $17.0M | 1.22% | +29,631+8.1% | Added |
| Schonfeld Strategic Advisors LLC | 386,538 | $16.7M | 0.13% | +386,538 | New |
| J. Goldman & Co LP | 368,886 | $15.9M | 0.50% | −93,514−20.2% | Reduced |
| Banque Pictet & Cie SA | 355,610 | $15.3M | 0.16% | +106,040+42.5% | Added |
| National Bank of Canada | 353,926 | $15.3M | 0.02% | +24,854+7.6% | Added |
| Arnhold LLC | 353,145 | $15.2M | 1.39% | −20,906−5.6% | Reduced |
| Storebrand Asset Management AS | 337,984 | $14.6M | 0.04% | −121,137−26.4% | Reduced |
| Access Investment Management LLC | 325,475 | $14.0M | 4.00% | +325,475 | New |
| New York State Teachers Retirement System | 322,939 | $13.9M | 0.03% | +1170.0% | Added |
| AE Wealth Management LLC | 317,059 | $13.7M | 0.10% | +317,059 | New |
| CIBC World Markets Corp | 311,389 | $13.4M | 0.09% | +250,580+412.1% | Added |
| Boston Common Asset Management, LLC | 300,134 | $13.0M | 0.36% | −92,501−23.6% | Reduced |