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
- −10 vs. Q1 2025
- Shares held
- 451.1M
- +12.2M (+2.8%) vs. Q1 2025
- Total value
- $19.5B
- −$262.3M (−1.3%) vs. Q1 2025
- New holders
- 74
- 216 more added
- Sold out
- 84
- 228 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 | $19.3B |
| 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, 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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 353 | $15.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 356 | $15.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 381 | $16.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 385 | $16.6K | 0.00% | −794−67.3% | Reduced |
| Clearstead Advisors, LLC | 400 | $17.3K | 0.00% | +359+875.6% | Added |
| Manchester Capital Management LLC | 407 | $17.6K | 0.00% | −402−49.7% | Reduced |
| First Horizon Advisors, Inc. | 426 | $18.4K | 0.00% | −48−10.1% | Reduced |
| State of Wyoming | 443 | $19.1K | 0.00% | +443 | New |
| Strategic Wealth Partners, Ltd. | 498 | $21.5K | 0.00% | +498 | New |
| ORG Wealth Partners, LLC | 475 | $21.8K | 0.01% | −1,576−76.8% | Reduced |
| CIBC Private Wealth Group, LLC | 514 | $22.2K | 0.00% | −345−40.2% | Reduced |
| Medallion Wealth Advisors, LLC | 520 | $23.8K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 556 | $24.0K | 0.01% | −75−11.9% | Reduced |
| SBI Securities Co., Ltd. | 558 | $24.1K | 0.00% | −381−40.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 565 | $24.4K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 550 | $24.4K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 621 | $26.8K | 0.00% | −74−10.6% | Reduced |
| Spire Wealth Management | 636 | $27.4K | 0.00% | −26−3.9% | Reduced |
| Montag A & Associates Inc | 645 | $27.8K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 657 | $28.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 672 | $29.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 678 | $29.0K | 0.02% | +678 | New |
| Brown Brothers Harriman & Co | 698 | $30.1K | 0.00% | +370+112.8% | Added |
| Twin Lakes Capital Management, LLC | 699 | $30.2K | 0.02% | −282−28.7% | Reduced |
| Sarver Vrooman Wealth Advisors | 712 | $30.7K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 754 | $32.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 774 | $33.0K | 0.00% | −2,321−75.0% | Reduced |
| Rexford Capital Inc | 800 | $34.5K | 0.03% | +800 | New |
| Mount Yale Investment Advisors, LLC | 863 | $37.2K | 0.00% | −6,559−88.4% | Reduced |
| Armstrong Advisory Group, Inc | 907 | $39.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $39.7K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 955 | $41.2K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 958 | $41.3K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 1,180 | $42.7K | 0.00% | +1,180 | New |
| SRS Capital Advisors, Inc. | 991 | $42.8K | 0.00% | +470+90.2% | Added |
| Oakworth Capital, Inc. | 1,002 | $43.2K | 0.00% | −37−3.6% | Reduced |
| Whipplewood Advisors, LLC | 1,026 | $44.3K | 0.02% | +342+50.0% | Added |
| Massmutual Trust Co FSB | 1,130 | $48.8K | 0.00% | +507+81.4% | Added |
| NBC Securities, Inc. | 1,241 | $53.0K | 0.00% | −36−2.8% | Reduced |
| Simplex Trading, LLC | 1,263 | $54.0K | 0.00% | −1,712−57.5% | Reduced |
| Huntington National Bank | 1,405 | $60.6K | 0.00% | +550+64.3% | Added |
| BFSG, LLC | 1,415 | $61.1K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,457 | $62.9K | 0.00% | +1,457 | New |
| Parallel Advisors, LLC | 1,494 | $64.5K | 0.00% | +267+21.8% | Added |
| Covestor Ltd | 1,522 | $66.0K | 0.04% | −748−33.0% | Reduced |
| MAI Capital Management | 1,593 | $68.7K | 0.00% | −114−6.7% | Reduced |
| Global Retirement Partners, LLC | 1,618 | $69.8K | 0.00% | +1,618 | New |
| Signaturefd, LLC | 1,645 | $71.0K | 0.00% | +1,110+207.5% | Added |
| Exchange Traded Concepts, LLC | 1,648 | $71.1K | 0.00% | −73−4.2% | Reduced |
| Sentry Investment Management LLC | 1,596 | $75.0K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 1,879 | $81.1K | 0.02% | +463+32.7% | Added |
| McIlrath & Eck, LLC | 2,027 | $87.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,172 | $93.7K | 0.00% | +795+57.7% | Added |
| Allworth Financial LP | 2,185 | $94.3K | 0.00% | −20−0.9% | Reduced |
| Versant Capital Management, Inc | 2,254 | $97.3K | 0.01% | +1,475+189.3% | Added |
| TD Private Client Wealth LLC | 2,380 | $102.7K | 0.00% | −11,455−82.8% | Reduced |
| Farther Finance Advisors, LLC | 2,554 | $110.2K | 0.00% | −2,484−49.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,557 | $110.3K | 0.01% | +97+3.9% | Added |
| Cary Street Partners Financial LLC | 2,575 | $111.1K | 0.00% | −16−0.6% | Reduced |
| Bank & Trust Co | 2,702 | $116.6K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 2,709 | $117.0K | 0.00% | +2,569+1,835.0% | Added |
| Penserra Capital Management LLC | 2,779 | $119.0K | 0.00% | +312+12.6% | Added |
| Skylands Capital, LLC | 2,867 | $123.7K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,216 | $138.5K | 0.01% | −2,482−43.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,331 | $143.7K | 0.07% | +489+17.2% | Added |
| Bryn Mawr Trust Co | 3,397 | $146.6K | 0.00% | +615+22.1% | Added |
| Turim 21 Investimentos Ltda. | 3,660 | $157.9K | 0.03% | +3,660 | New |
| New Age Alpha Advisors, LLC | 4,612 | $199.0K | 0.01% | +4,612 | New |
| Citizens National Bank Trust Department | 4,690 | $202.4K | 0.04% | −400−7.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,710 | $203.2K | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 4,777 | $206.1K | 0.00% | +4,777 | New |
| Legacy Capital Group California, Inc. | 4,864 | $209.9K | 0.06% | −1,625−25.0% | Reduced |
| Wealthspire Advisors, LLC | 4,872 | $210.2K | 0.00% | +351+7.8% | Added |
| Integrated Wealth Concepts LLC | 4,956 | $213.8K | 0.00% | −545−9.9% | Reduced |
| Stephens Inc | 5,067 | $218.7K | 0.00% | −174−3.3% | Reduced |
| Hudson Bay Capital Management LP | 5,188 | $223.9K | 0.00% | +5,188 | New |
| Avantax Advisory Services, Inc. | 5,192 | $224.0K | 0.00% | +5,192 | New |
| Blackhawk Capital Partners LLC. | 5,307 | $229.0K | 0.11% | +5,307 | New |
| Harbor Advisors LLC | 5,315 | $229.3K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,364 | $230.0K | 0.00% | −36,333−87.1% | Reduced |
| HighPoint Advisor Group LLC | 5,342 | $230.5K | 0.01% | −21−0.4% | Reduced |
| Ostrum Asset Management | 5,400 | $233.0K | 0.01% | −155−2.8% | Reduced |
| GAMMA Investing LLC | 5,404 | $233.2K | 0.01% | −322−5.6% | Reduced |
| West Paces Advisors Inc. | 5,464 | $235.8K | 0.05% | +11+0.2% | Added |
| Independent Financial Group, LLC | 5,499 | $237.3K | 0.01% | +710+14.8% | Added |
| Nilsine Partners, LLC | 5,504 | $237.5K | 0.02% | +199+3.8% | Added |
| Laurion Capital Management LP | 5,507 | $237.6K | 0.03% | +5,507 | New |
| Park Avenue Securities LLC | 5,515 | $238.0K | 0.00% | −1,491−21.3% | Reduced |
| Wealthfront Advisers LLC | 5,596 | $241.5K | 0.00% | +5,596 | New |
| MBB Public Markets I LLC | 5,638 | $243.3K | 0.03% | −1,309−18.8% | Reduced |
| EverSource Wealth Advisors, LLC | 5,677 | $245.0K | 0.01% | +774+15.8% | Added |
| PharVision Advisers, LLC | 5,690 | $245.5K | 0.35% | +1,239+27.8% | Added |
| Canal Capital Management, LLC | 5,721 | $246.8K | 0.04% | −14,500−71.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,742 | $247.8K | 0.00% | −1,415−19.8% | Reduced |
| Intech Investment Management LLC | 5,842 | $252.1K | 0.00% | −10,166−63.5% | Reduced |
| Fiduciary Trust Co | 5,934 | $256.1K | 0.00% | +416+7.5% | Added |
| Summit Trail Advisors, LLC | 5,974 | $257.8K | 0.00% | +5,974 | New |
| United Capital Financial Advisers, LLC | 6,128 | $264.4K | 0.00% | −649−9.6% | Reduced |
| Advisory Services Network, LLC | 6,044 | $268.2K | 0.00% | +64+1.1% | Added |
| Atomi Financial Group, Inc. | 6,271 | $270.6K | 0.01% | +6,271 | New |