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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 454,189 | $19.6M | 0.03% | +3,000+0.7% | Added |
| Rit Capital Partners PLC | 460,000 | $19.8M | 2.77% | −264,000−36.5% | Reduced |
| Walleye Capital LLC | 495,950 | $21.4M | 0.20% | −19,808−3.8% | Reduced |
| Bank of Montreal | 502,717 | $21.7M | 0.01% | +188,549+60.0% | Added |
| Cullen Capital Management LLC | 514,091 | $22.2M | 0.25% | −337,574−39.6% | Reduced |
| New York State Common Retirement Fund | 520,366 | $22.5M | 0.03% | +34,088+7.0% | Added |
| Savant Capital, LLC | 539,377 | $23.3M | 0.17% | −230,302−29.9% | Reduced |
| Principal Financial Group Inc | 559,741 | $24.2M | 0.01% | −30,084−5.1% | Reduced |
| Salem Investment Counselors Inc | 562,032 | $24.3M | 0.77% | −24,900−4.2% | Reduced |
| UBS Asset Management Americas Inc | 568,581 | $24.5M | 0.00% | +49,413+9.5% | Added |
| Foresight Group Ltd Liability Partnership | 570,768 | $24.6M | 3.54% | −6,862−1.2% | Reduced |
| Wellington Management Group LLP | 588,154 | $25.4M | 0.00% | −381,775−39.4% | Reduced |
| Man Group plc | 607,370 | $26.2M | 0.06% | +278,907+84.9% | Added |
| California State Teachers Retirement System | 627,009 | $27.1M | 0.03% | +4,276+0.7% | Added |
| SEI Investments Co | 665,162 | $28.7M | 0.03% | +349,662+110.8% | Added |
| Royal Bank of Canada | 690,313 | $29.8M | 0.01% | −250,453−26.6% | Reduced |
| Janus Henderson Group PLC | 720,136 | $31.0M | 0.02% | +177,184+32.6% | Added |
| First Trust Advisors LP | 727,710 | $31.4M | 0.03% | +713,602+5,058.1% | Added |
| Retirement Systems of Alabama | 728,187 | $31.4M | 0.11% | −10,878−1.5% | Reduced |
| Liontrust Investment Partners LLP | 736,253 | $31.7M | 0.45% | −38,658−5.0% | Reduced |
| Evelyn Partners Investment Management LLP | 778,678 | $33.6M | 1.03% | −49,921−6.0% | Reduced |
| Scopus Asset Management, L.P. | 790,310 | $34.1M | 0.91% | +88,858+12.7% | Added |
| National Pension Service | 849,509 | $36.7M | 0.03% | +6,373+0.8% | Added |
| Massachusetts Financial Services Co | 867,645 | $37.4M | 0.01% | +507,396+140.8% | Added |
| BNP Paribas Arbitrage, SA | 886,419 | $38.2M | 0.03% | −100,173−10.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 896,235 | $38.6M | 0.07% | −359,817−28.6% | Reduced |
| Compagnie Lombard Odier SCmA | 899,533 | $38.8M | 0.51% | +50,662+6.0% | Added |
| Rhumbline Advisers | 927,260 | $40.0M | 0.03% | +9,161+1.0% | Added |
| Point72 Asset Management, L.P. | 927,311 | $40.0M | 0.09% | +51,262+5.9% | Added |
| HSBC Holdings PLC | 938,319 | $40.3M | 0.03% | +701,790+296.7% | Added |
| Patten & Patten Inc | 950,038 | $41.0M | 2.65% | −30,302−3.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 976,543 | $42.1M | 0.03% | +62,297+6.8% | Added |
| Mackenzie Financial Corp | 1,022,517 | $44.1M | 0.06% | −163,671−13.8% | Reduced |
| Price T Rowe Associates Inc | 1,036,570 | $44.7M | 0.01% | +47,145+4.8% | Added |
| Aviva PLC | 1,041,133 | $44.9M | 0.09% | +201,017+23.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,048,957 | $45.3M | 0.03% | +1,835+0.2% | Added |
| Lakewood Capital Management, LP | 1,160,297 | $50.1M | 3.81% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,261,179 | $54.4M | 0.18% | −160,327−11.3% | Reduced |
| Lansdowne Partners (UK) LLP | 1,304,056 | $56.3M | 7.31% | −625,896−32.4% | Reduced |
| Zurich Insurance Group Ltd | 1,361,343 | $58.7M | 0.45% | +595,594+77.8% | Added |
| Millennium Management LLC | 1,405,455 | $60.6M | 0.05% | −147,624−9.5% | Reduced |
| Swiss National Bank | 1,580,197 | $68.2M | 0.04% | +113,200+7.7% | Added |
| Polaris Capital Management, LLC | 1,778,060 | $76.7M | 5.10% | −692,263−28.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,829,020 | $78.9M | 1.33% | −63,300−3.3% | Reduced |
| Citadel Advisors LLC | 2,026,493 | $87.4M | 0.08% | +1,755,839+648.7% | Added |
| Barclays PLC | 2,089,212 | $90.1M | 0.04% | +265,975+14.6% | Added |
| Incentive AS | 2,322,540 | $100.2M | 100.00% | +10,000+0.4% | Added |
| Citigroup Inc | 2,658,849 | $114.7M | 0.08% | −637,894−19.3% | Reduced |
| Goldman Sachs Group Inc | 2,866,539 | $123.7M | 0.02% | +323,806+12.7% | Added |
| Charles Schwab Investment Management Inc | 2,911,099 | $125.6M | 0.02% | −13,401−0.5% | Reduced |
| UBS Group AG | 3,021,802 | $130.4M | 0.03% | +1,122,329+59.1% | Added |
| Marshall Wace, LLP | 3,087,814 | $133.2M | 0.16% | +1,152,904+59.6% | Added |
| Legal & General Group Plc | 3,345,760 | $144.2M | 0.04% | −280,231−7.7% | Reduced |
| Northern Trust Corp | 4,122,024 | $177.9M | 0.02% | −163,809−3.8% | Reduced |
| Dimensional Fund Advisors LP | 4,132,101 | $178.3M | 0.04% | −6,882−0.2% | Reduced |
| Morgan Stanley | 4,298,677 | $185.5M | 0.01% | +616,493+16.7% | Added |
| Amundi | 4,022,097 | $189.8M | 0.07% | −1,000,242−19.9% | Reduced |
| Ruffer LLP | 4,544,710 | $196.1M | 8.68% | +4,544,710 | New |
| Pictet Asset Management Holding SA | 4,876,754 | $210.4M | 0.21% | −70,661−1.4% | Reduced |
| Bank of America Corp | 5,265,007 | $227.2M | 0.02% | +563,536+12.0% | Added |
| Alliancebernstein L.P. | 5,341,870 | $230.5M | 0.08% | −347,384−6.1% | Reduced |
| JPMorgan Chase & Co | 5,361,846 | $231.4M | 0.02% | −738,221−12.1% | Reduced |
| Deutsche Bank AG | 5,402,638 | $233.1M | 0.09% | −1,936,246−26.4% | Reduced |
| Nordea Investment Management AB | 5,468,249 | $234.9M | 0.22% | +346,520+6.8% | Added |
| Franklin Resources Inc | 5,841,253 | $252.2M | 0.07% | +884,912+17.9% | Added |
| Causeway Capital Management LLC | 7,015,694 | $302.7M | 4.79% | +4,321,850+160.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 7,480,587 | $322.8M | 5.54% | +627,922+9.2% | Added |
| Ameriprise Financial Inc | 7,494,164 | $323.4M | 0.08% | −934,598−11.1% | Reduced |
| FIL Ltd | 8,380,061 | $361.6M | 0.31% | −2,665,702−24.1% | Reduced |
| Bank of New York Mellon Corp | 8,500,852 | $366.8M | 0.07% | +1,399,464+19.7% | Added |
| Invesco Ltd. | 9,837,004 | $424.5M | 0.07% | −407,068−4.0% | Reduced |
| FMR LLC | 12,217,874 | $527.2M | 0.03% | +1,592,846+15.0% | Added |
| Geode Capital Management, LLC | 12,790,061 | $549.5M | 0.04% | −2,154,401−14.4% | Reduced |
| Norges Bank | 17,375,882 | $749.7M | 0.09% | −4,242,053−19.6% | Reduced |
| Orbis Allan Gray Ltd | 18,400,418 | $794.0M | 3.86% | +8,286,205+81.9% | Added |
| State Street Corp | 20,779,789 | $896.7M | 0.03% | +339,787+1.7% | Added |
| Nuveen, LLC | 23,677,771 | $1.02B | 0.28% | +346,672+1.5% | Added |
| Capital Research Global Investors | 27,671,873 | $1.19B | 0.24% | +6,239,562+29.1% | Added |
| BlackRock, Inc. | 41,502,917 | $1.79B | 0.03% | −1,975,958−4.5% | Reduced |
| Vanguard Group Inc | 80,421,330 | $3.47B | 0.06% | +1,233,997+1.6% | Added |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −553,106−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −291,138−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −233,292−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −201,281−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −194,593−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −130,995−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −113,753−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −102,162−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −53,282−100.0% | Sold out |
| Werlinich Asset Management, LLC | 0 | $0 | 0.00% | −51,900−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −47,778−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −41,772−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −30,040−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −29,217−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −28,932−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −24,293−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −23,304−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −16,976−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −16,926−100.0% | Sold out |