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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 6,278 | $270.9K | 0.01% | +6,145+4,620.3% | Added |
| NewEdge Wealth, LLC | 6,244 | $273.5K | 0.00% | +6,244 | New |
| Farringdon Capital, Ltd. | 6,348 | $273.9K | 0.09% | +6,348 | New |
| Womack Financial LLC | 6,409 | $276.6K | 0.23% | −650−9.2% | Reduced |
| Kestra Advisory Services, LLC | 6,674 | $288.0K | 0.00% | −158−2.3% | Reduced |
| Creative Planning | 6,744 | $291.0K | 0.00% | −15,364−69.5% | Reduced |
| Benjamin Edwards Inc | 6,776 | $292.4K | 0.00% | +264+4.1% | Added |
| CI Private Wealth, LLC | 6,823 | $294.4K | 0.00% | −11,211−62.2% | Reduced |
| MONECO Advisors, LLC | 6,826 | $294.6K | 0.03% | −73−1.1% | Reduced |
| Jones Financial Companies LLLP | 7,087 | $305.2K | 0.00% | −2,283−24.4% | Reduced |
| Chicago Capital, LLC | 7,075 | $305.3K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,200 | $310.7K | 0.05% | +7,200 | New |
| Triodos Investment Management BV | 7,400 | $318.6K | 0.02% | −1,300−14.9% | Reduced |
| Capstone Investment Advisors, LLC | 7,398 | $319.2K | 0.00% | +7,398 | New |
| CWM, LLC | 7,407 | $320.0K | 0.00% | +2,735+58.5% | Added |
| McDonald Partners LLC | 7,500 | $323.6K | 0.08% | −2,500−25.0% | Reduced |
| Hartford Financial Management Inc. | 7,605 | $328.2K | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,608 | $328.3K | 0.01% | −156−2.0% | Reduced |
| Pflug Koory, LLC | 7,614 | $328.5K | 0.17% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 7,620 | $328.8K | 0.28% | +7,620 | New |
| LifeWealth Investments, LLC | 7,735 | $333.8K | 0.06% | +7,735 | New |
| MML Investors Services, LLC | 7,803 | $337.0K | 0.00% | −3,604−31.6% | Reduced |
| Empirical Finance, LLC | 7,819 | $337.4K | 0.02% | −7−0.1% | Reduced |
| Vident Advisory, LLC | 7,852 | $338.8K | 0.00% | −30,877−79.7% | Reduced |
| CTC Alternative Strategies, Ltd. | 7,900 | $340.9K | 0.30% | +7,900 | New |
| Radnor Capital Management, LLC | 8,058 | $348.0K | 0.06% | −613−7.1% | Reduced |
| Investors Asset Management of Georgia Inc | 8,157 | $352.0K | 0.16% | −33−0.4% | Reduced |
| Scientech Research LLC | 8,608 | $371.4K | 0.09% | +8,608 | New |
| Northwestern Mutual Wealth Management Co | 8,656 | $373.5K | 0.00% | −1,644−16.0% | Reduced |
| BIP Alliance, LLC | 8,807 | $380.0K | 0.15% | −229−2.5% | Reduced |
| Gsa Capital Partners LLP | 9,130 | $394.0K | 0.03% | +4,222+86.0% | Added |
| Generali Asset Management SPA SGR | 12,902 | $405.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,402 | $405.7K | 0.00% | +2,649+39.2% | Added |
| Perpetual Ltd | 9,853 | $425.2K | 0.00% | +9,853 | New |
| Moors & Cabot, Inc. | 9,944 | $429.1K | 0.02% | +30+0.3% | Added |
| Kimelman & Baird, LLC | 10,250 | $442.3K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 10,257 | $443.0K | 0.01% | −64−0.6% | Reduced |
| Patten Group, Inc. | 10,530 | $454.4K | 0.10% | −1,151−9.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,574 | $456.3K | 0.01% | −5,616−34.7% | Reduced |
| Cubist Systematic Strategies, LLC | 10,774 | $464.9K | 0.01% | +10,774 | New |
| Omers Administration Corp | 10,867 | $468.9K | 0.00% | −65,600−85.8% | Reduced |
| MUFG Securities Americas Inc. | 10,990 | $474.2K | 0.04% | +2,238+25.6% | Added |
| Colony Group, LLC | 11,064 | $477.5K | 0.00% | +2,066+23.0% | Added |
| Centennial Wealth Advisory LLC | 11,147 | $481.2K | 0.15% | +11,147 | New |
| Geneos Wealth Management Inc. | 11,198 | $483.2K | 0.01% | +4,906+78.0% | Added |
| Empowered Funds, LLC | 11,353 | $489.9K | 0.01% | +1,917+20.3% | Added |
| Valeo Financial Advisors, LLC | 11,504 | $496.4K | 0.01% | +1,047+10.0% | Added |
| Citizens Financial Group Inc | 11,557 | $498.7K | 0.01% | −336−2.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,748 | $506.9K | 0.01% | +11,748 | New |
| Sapience Investments, LLC | 11,811 | $509.6K | 0.34% | −30.0% | Reduced |
| V-Square Quantitative Management LLC | 11,986 | $517.2K | 0.07% | +1,870+18.5% | Added |
| GWM Advisors LLC | 12,166 | $524.9K | 0.00% | −1,098−8.3% | Reduced |
| QRG Capital Management, Inc. | 12,241 | $528.2K | 0.00% | +532+4.5% | Added |
| O'Shaughnessy Asset Management, LLC | 12,297 | $530.6K | 0.00% | +1,397+12.8% | Added |
| Wealth Alliance | 12,369 | $533.7K | 0.06% | −1,261−9.3% | Reduced |
| GTS Securities LLC | 12,439 | $536.7K | 0.02% | +12,439 | New |
| Profund Advisors LLC | 12,689 | $547.5K | 0.02% | +121+1.0% | Added |
| Investment Management Corp of Ontario | 12,740 | $549.7K | 0.01% | −10,477−45.1% | Reduced |
| Merit Financial Group, LLC | 12,886 | $556.0K | 0.01% | +1,974+18.1% | Added |
| Panagora Asset Management Inc | 13,483 | $581.8K | 0.00% | +8,932+196.3% | Added |
| Legacy Wealth Asset Management, LLC | 13,551 | $584.7K | 0.15% | +258+1.9% | Added |
| US Bancorp | 13,575 | $585.8K | 0.00% | −3,721−21.5% | Reduced |
| Nisa Investment Advisors, LLC | 14,358 | $619.5K | 0.00% | +6,004+71.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 14,576 | $629.0K | 0.11% | +14,576 | New |
| Crossmark Global Holdings, Inc. | 14,631 | $631.3K | 0.01% | −560−3.7% | Reduced |
| Toroso Investments, LLC | 14,636 | $631.5K | 0.00% | +5,611+62.2% | Added |
| Catalytic Wealth RIA, LLC | 14,833 | $640.0K | 0.05% | +7,021+89.9% | Added |
| Moody National Bank Trust Division | 15,001 | $647.3K | 0.06% | +255+1.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,015 | $647.9K | 0.03% | +2,418+19.2% | Added |
| Entropy Technologies, LP | 15,153 | $653.9K | 0.05% | +15,153 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,188 | $655.4K | 0.00% | +10,700+238.4% | Added |
| Diligent Investors, LLC | 15,225 | $657.0K | 0.16% | −3,795−20.0% | Reduced |
| Forum Financial Management, LP | 15,646 | $675.1K | 0.01% | +5,806+59.0% | Added |
| Assenagon Asset Management S.A. | 15,751 | $679.7K | 0.00% | −602−3.7% | Reduced |
| 626 Financial, LLC | 15,781 | $681.0K | 0.32% | −460−2.8% | Reduced |
| Icon Wealth Advisors, LLC | 15,885 | $685.4K | 0.05% | +49+0.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 17,000 | $734.0K | 0.01% | +200+1.2% | Added |
| NEOS Investment Management LLC | 17,247 | $744.2K | 0.01% | +3,584+26.2% | Added |
| Janney Montgomery Scott LLC | 17,262 | $745.0K | 0.00% | −5,701−24.8% | Reduced |
| Synovus Financial Corp | 17,276 | $745.5K | 0.01% | +57+0.3% | Added |
| Captrust Financial Advisors | 17,280 | $745.6K | 0.00% | +2,713+18.6% | Added |
| Fullcircle Wealth LLC | 17,140 | $755.2K | 0.28% | +367+2.2% | Added |
| Dynasty Wealth Management, LLC | 17,566 | $758.0K | 0.01% | +409+2.4% | Added |
| Guggenheim Capital LLC | 17,765 | $766.6K | 0.01% | −2,049−10.3% | Reduced |
| Everence Capital Management Inc | 17,810 | $769.0K | 0.05% | +2,630+17.3% | Added |
| Redmond Asset Management, LLC | 17,915 | $773.0K | 0.18% | +17,915 | New |
| Horizon Investments, LLC | 17,984 | $776.0K | 0.01% | +10,851+152.1% | Added |
| Miracle Mile Advisors, LLC | 18,057 | $779.2K | 0.01% | −1,911−9.6% | Reduced |
| Royal London Asset Management Ltd | 18,479 | $797.4K | 0.00% | −5,058−21.5% | Reduced |
| Truist Financial Corp | 18,740 | $808.6K | 0.00% | −11,480−38.0% | Reduced |
| Van Eck Associates Corp | 19,045 | $822.0K | 0.00% | +363+1.9% | Added |
| Burney Co | 19,263 | $831.2K | 0.03% | −26,112−57.5% | Reduced |
| Thrivent Financial for Lutherans | 19,495 | $841.0K | 0.00% | +116+0.6% | Added |
| Weatherly Asset Management L. P. | 19,679 | $849.1K | 0.07% | −672−3.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 19,782 | $853.6K | 0.00% | +13,887+235.6% | Added |
| Ronald Blue Trust, Inc. | 19,800 | $854.4K | 0.01% | +966+5.1% | Added |
| Tokio Marine Asset Management Co Ltd | 20,195 | $871.4K | 0.03% | +2,193+12.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,286 | $875.0K | 0.00% | −11,893−37.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,382 | $879.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20,368 | $879.4K | 0.00% | −322−1.6% | Reduced |