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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −15,534−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −14,914−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −14,223−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −13,440−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Recurrent Investment Advisors LLC | 0 | $0 | 0.00% | −11,780−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,572−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,885−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −8,744−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −8,732−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −8,588−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −7,470−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −6,826−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −6,522−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −6,465−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −5,587−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −5,563−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −5,462−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,349−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −5,018−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −4,534−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −3,143−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Curat Global, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| ZynergyRetirementPlanningLLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Mizuho Securities USA LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Transform Wealth, LLC | – | – | – | – | Not filed |
| Schechter Investment Advisors, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Sandy Spring Bank | – | – | – | – | Not filed |