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 |
|---|---|---|---|---|---|
| Sage Capital Advisors,llc | 79,350 | $3.42M | 0.85% | −124−0.2% | Reduced |
| Old North State Wealth Management, LLC | 79,962 | $3.45M | 1.80% | +599+0.8% | Added |
| CIBC Asset Management Inc | 80,802 | $3.49M | 0.01% | +262+0.3% | Added |
| British Columbia Investment Management Corp | 82,122 | $3.54M | 0.02% | −17,356−17.4% | Reduced |
| Robeco Schweiz AG | 82,300 | $3.55M | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 82,680 | $3.57M | 0.02% | −64,600−43.9% | Reduced |
| Alpha Omega Wealth Management LLC | 86,838 | $3.75M | 0.67% | −4,468−4.9% | Reduced |
| Rathbone Brothers plc | 88,380 | $3.81M | 0.02% | −14,015−13.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 89,177 | $3.85M | 0.72% | +6,031+7.3% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 89,739 | $3.87M | 1.39% | −4,573−4.8% | Reduced |
| Letko, Brosseau & Associates Inc | 90,450 | $3.90M | 0.07% | +8,600+10.5% | Added |
| Fisher Funds Management LTD | 93,963 | $4.05M | 0.10% | −62,481−39.9% | Reduced |
| Amalgamated Bank | 97,059 | $4.19M | 0.03% | −696−0.7% | Reduced |
| Paradigm Capital Management Inc | 98,180 | $4.24M | 0.21% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 98,651 | $4.26M | 0.21% | −9,331−8.6% | Reduced |
| State of Tennessee, Treasury Department | 99,237 | $4.28M | 0.02% | −2,573−2.5% | Reduced |
| ProShare Advisors LLC | 100,384 | $4.33M | 0.01% | +10,813+12.1% | Added |
| Prudential Financial Inc | 88,832 | $4.40M | 0.01% | +26,741+43.1% | Added |
| DnB Asset Management AS | 103,758 | $4.48M | 0.02% | +1,799+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 104,908 | $4.53M | 0.02% | +31,788+43.5% | Added |
| Evelyn Partners Investment Management Services Ltd | 106,399 | $4.59M | 0.69% | +9,075+9.3% | Added |
| M&G Plc | 114,268 | $4.91M | 0.03% | −340.0% | Reduced |
| Forsta Ap-Fonden | 116,200 | $5.01M | 0.03% | +4,700+4.2% | Added |
| Federated Hermes, Inc. | 119,987 | $5.18M | 0.01% | +119,937+239,874.0% | Added |
| Czech National Bank | 121,218 | $5.23M | 0.04% | +7,657+6.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 121,625 | $5.25M | 0.03% | +8,557+7.6% | Added |
| Robeco Institutional Asset Management B.V. | 122,697 | $5.29M | 0.01% | +904+0.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 125,046 | $5.40M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 129,165 | $5.57M | 0.01% | +69,397+116.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 116,963 | $5.62M | 0.01% | +2,724+2.4% | Added |
| Mediolanum International Funds Ltd | 132,891 | $5.72M | 0.07% | +16,347+14.0% | Added |
| KWMG, LLC | 133,474 | $5.76M | 0.54% | +3,200+2.5% | Added |
| Concurrent Investment Advisors, LLC | 134,720 | $5.81M | 0.11% | +134,720 | New |
| De Lisle Partners LLP | 137,000 | $5.91M | 0.83% | +12,000+9.6% | Added |
| Handelsbanken Fonder AB | 139,800 | $6.03M | 0.02% | −4,800−3.3% | Reduced |
| Victory Capital Management Inc | 141,589 | $6.11M | 0.00% | −1,209−0.8% | Reduced |
| Gateway Investment Advisers LLC | 142,507 | $6.15M | 0.07% | −201−0.1% | Reduced |
| State of Michigan Retirement System | 145,564 | $6.28M | 0.03% | +300+0.2% | Added |
| LPL Financial LLC | 149,744 | $6.46M | 0.00% | +168+0.1% | Added |
| Resona Asset Management Co.,Ltd. | 152,070 | $6.56M | 0.03% | +152,070 | New |
| Manning & Napier Advisors LLC | 152,220 | $6.57M | 0.08% | +42,407+38.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 152,467 | $6.58M | 0.04% | −11,863−7.2% | Reduced |
| Arizona State Retirement System | 152,564 | $6.58M | 0.04% | +2,142+1.4% | Added |
| Danske Bank A/S | 160,327 | $6.92M | 0.02% | −37,803−19.1% | Reduced |
| Public Employees Retirement System of Ohio | 161,751 | $6.98M | 0.02% | −9,479−5.5% | Reduced |
| Voya Investment Management LLC | 162,836 | $7.03M | 0.01% | −21,788−11.8% | Reduced |
| Albar Capital Partners LLP | 165,215 | $7.13M | 1.22% | +2,204+1.4% | Added |
| Private Management Group Inc | 165,751 | $7.15M | 0.23% | −6,678−3.9% | Reduced |
| American Century Companies Inc | 167,023 | $7.21M | 0.00% | −6,247−3.6% | Reduced |
| Ensign Peak Advisors, Inc | 167,255 | $7.22M | 0.01% | −19,457−10.4% | Reduced |
| Nomura Asset Management Co Ltd | 173,415 | $7.48M | 0.02% | +8,850+5.4% | Added |
| Van Den Berg Management I, Inc | 175,653 | $7.58M | 2.15% | −1,037−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 176,895 | $7.63M | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 179,863 | $7.76M | 0.00% | −72,150−28.6% | Reduced |
| TD Asset Management Inc | 180,900 | $7.81M | 0.01% | +200+0.1% | Added |
| Ramirez Asset Management, Inc. | 184,782 | $7.97M | 1.21% | +145,168+366.5% | Added |
| CastleKnight Management LP | 187,000 | $8.07M | 0.53% | −1,200−0.6% | Reduced |
| KLP Kapitalforvaltning AS | 196,671 | $8.49M | 0.04% | +20,000+11.3% | Added |
| Raymond James Financial Inc | 197,678 | $8.53M | 0.00% | −18,038−8.4% | Reduced |
| Jefferies Financial Group Inc. | 201,156 | $8.68M | 0.14% | +129,335+180.1% | Added |
| MetLife Investment Management | 201,966 | $8.71M | 0.05% | +4,816+2.4% | Added |
| La Banque Postale Asset Management SA | 206,064 | $8.89M | 0.13% | −469,509−69.5% | Reduced |
| Asset Management One Co.,Ltd. | 207,670 | $8.96M | 0.03% | +3,421+1.7% | Added |
| Twinbeech Capital LP | 212,905 | $9.19M | 0.21% | −16,352−7.1% | Reduced |
| KBC Group NV | 219,303 | $9.46M | 0.03% | −1,573−0.7% | Reduced |
| Korea Investment CORP | 220,985 | $9.54M | 0.02% | +102,112+85.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 224,311 | $9.68M | 0.02% | −642−0.3% | Reduced |
| Flossbach Von Storch AG | 227,435 | $9.81M | 0.04% | −187,097−45.1% | Reduced |
| Qube Research & Technologies Ltd | 231,625 | $9.99M | 0.01% | +231,625 | New |
| Artemis Investment Management LLP | 233,475 | $10.1M | 0.13% | −288,430−55.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 234,710 | $10.1M | 0.04% | +35,904+18.1% | Added |
| Treasurer of the State of North Carolina | 243,369 | $10.5M | 0.03% | +6,814+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 255,313 | $11.0M | 0.03% | +22,484+9.7% | Added |
| Slate Path Capital LP | 257,400 | $11.1M | 0.19% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 258,167 | $11.1M | 0.01% | −79,557−23.6% | Reduced |
| Redwood Grove Capital, LLC | 261,636 | $11.3M | 3.75% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 261,938 | $11.3M | 0.03% | +2,636+1.0% | Added |
| State of Wisconsin Investment Board | 276,992 | $12.0M | 0.03% | −12,325−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 298,522 | $12.9M | 0.01% | −33,004−10.0% | Reduced |
| Exane Asset Management | 255,160 | $12.9M | 5.04% | +36,871+16.9% | Added |
| Boston Common Asset Management, LLC | 300,134 | $13.0M | 0.36% | −92,501−23.6% | Reduced |
| CIBC World Markets Corp | 311,389 | $13.4M | 0.09% | +250,580+412.1% | Added |
| AE Wealth Management LLC | 317,059 | $13.7M | 0.10% | +317,059 | New |
| New York State Teachers Retirement System | 322,939 | $13.9M | 0.03% | +1170.0% | Added |
| Access Investment Management LLC | 325,475 | $14.0M | 4.00% | +325,475 | New |
| Storebrand Asset Management AS | 337,984 | $14.6M | 0.04% | −121,137−26.4% | Reduced |
| Arnhold LLC | 353,145 | $15.2M | 1.39% | −20,906−5.6% | Reduced |
| National Bank of Canada | 353,926 | $15.3M | 0.02% | +24,854+7.6% | Added |
| Banque Pictet & Cie SA | 355,610 | $15.3M | 0.16% | +106,040+42.5% | Added |
| J. Goldman & Co LP | 368,886 | $15.9M | 0.50% | −93,514−20.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 386,538 | $16.7M | 0.13% | +386,538 | New |
| Lombard Odier Asset Management (Europe) Ltd | 393,242 | $17.0M | 1.22% | +29,631+8.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 393,702 | $17.0M | 0.02% | +32,321+8.9% | Added |
| Natixis Advisors, L.P. | 401,273 | $17.3M | 0.03% | −108,915−21.3% | Reduced |
| Envestnet Asset Management Inc | 407,489 | $17.6M | 0.01% | −111,200−21.4% | Reduced |
| Tredje AP-fonden | 409,464 | $17.7M | 0.14% | −10,360−2.5% | Reduced |
| Sycomore Asset Management | 488,737 | $18.0M | 2.81% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 433,019 | $18.8M | 0.24% | +22,476+5.5% | Added |
| State Board of Administration of Florida Retirement System | 442,093 | $19.1M | 0.03% | +5,260+1.2% | Added |
| Groupama Asset Managment | 608,350 | $19.3M | 0.32% | +80,778+15.3% | Added |