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 |
|---|---|---|---|---|---|
| Exane Asset Management | 255,160 | $12.9M | 5.04% | +36,871+16.9% | Added |
| Manufacturers Life Insurance Company, The | 298,522 | $12.9M | 0.01% | −33,004−10.0% | Reduced |
| State of Wisconsin Investment Board | 276,992 | $12.0M | 0.03% | −12,325−4.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 261,938 | $11.3M | 0.03% | +2,636+1.0% | Added |
| Redwood Grove Capital, LLC | 261,636 | $11.3M | 3.75% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 258,167 | $11.1M | 0.01% | −79,557−23.6% | Reduced |
| Slate Path Capital LP | 257,400 | $11.1M | 0.19% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 255,313 | $11.0M | 0.03% | +22,484+9.7% | Added |
| Treasurer of the State of North Carolina | 243,369 | $10.5M | 0.03% | +6,814+2.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 234,710 | $10.1M | 0.04% | +35,904+18.1% | Added |
| Artemis Investment Management LLP | 233,475 | $10.1M | 0.13% | −288,430−55.3% | Reduced |
| Qube Research & Technologies Ltd | 231,625 | $9.99M | 0.01% | +231,625 | New |
| Flossbach Von Storch AG | 227,435 | $9.81M | 0.04% | −187,097−45.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 224,311 | $9.68M | 0.02% | −642−0.3% | Reduced |
| Korea Investment CORP | 220,985 | $9.54M | 0.02% | +102,112+85.9% | Added |
| KBC Group NV | 219,303 | $9.46M | 0.03% | −1,573−0.7% | Reduced |
| Twinbeech Capital LP | 212,905 | $9.19M | 0.21% | −16,352−7.1% | Reduced |
| Asset Management One Co.,Ltd. | 207,670 | $8.96M | 0.03% | +3,421+1.7% | Added |
| La Banque Postale Asset Management SA | 206,064 | $8.89M | 0.13% | −469,509−69.5% | Reduced |
| MetLife Investment Management | 201,966 | $8.71M | 0.05% | +4,816+2.4% | Added |
| Jefferies Financial Group Inc. | 201,156 | $8.68M | 0.14% | +129,335+180.1% | Added |
| Raymond James Financial Inc | 197,678 | $8.53M | 0.00% | −18,038−8.4% | Reduced |
| KLP Kapitalforvaltning AS | 196,671 | $8.49M | 0.04% | +20,000+11.3% | Added |
| CastleKnight Management LP | 187,000 | $8.07M | 0.53% | −1,200−0.6% | Reduced |
| Ramirez Asset Management, Inc. | 184,782 | $7.97M | 1.21% | +145,168+366.5% | Added |
| TD Asset Management Inc | 180,900 | $7.81M | 0.01% | +200+0.1% | Added |
| Wells Fargo & Company | 179,863 | $7.76M | 0.00% | −72,150−28.6% | Reduced |
| State of New Jersey Common Pension Fund D | 176,895 | $7.63M | 0.03% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 175,653 | $7.58M | 2.15% | −1,037−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 173,415 | $7.48M | 0.02% | +8,850+5.4% | Added |
| Ensign Peak Advisors, Inc | 167,255 | $7.22M | 0.01% | −19,457−10.4% | Reduced |
| American Century Companies Inc | 167,023 | $7.21M | 0.00% | −6,247−3.6% | Reduced |
| Private Management Group Inc | 165,751 | $7.15M | 0.23% | −6,678−3.9% | Reduced |
| Albar Capital Partners LLP | 165,215 | $7.13M | 1.22% | +2,204+1.4% | Added |
| Voya Investment Management LLC | 162,836 | $7.03M | 0.01% | −21,788−11.8% | Reduced |
| Public Employees Retirement System of Ohio | 161,751 | $6.98M | 0.02% | −9,479−5.5% | Reduced |
| Danske Bank A/S | 160,327 | $6.92M | 0.02% | −37,803−19.1% | Reduced |
| Arizona State Retirement System | 152,564 | $6.58M | 0.04% | +2,142+1.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 152,467 | $6.58M | 0.04% | −11,863−7.2% | Reduced |
| Manning & Napier Advisors LLC | 152,220 | $6.57M | 0.08% | +42,407+38.6% | Added |
| Resona Asset Management Co.,Ltd. | 152,070 | $6.56M | 0.03% | +152,070 | New |
| LPL Financial LLC | 149,744 | $6.46M | 0.00% | +168+0.1% | Added |
| State of Michigan Retirement System | 145,564 | $6.28M | 0.03% | +300+0.2% | Added |
| Gateway Investment Advisers LLC | 142,507 | $6.15M | 0.07% | −201−0.1% | Reduced |
| Victory Capital Management Inc | 141,589 | $6.11M | 0.00% | −1,209−0.8% | Reduced |
| Handelsbanken Fonder AB | 139,800 | $6.03M | 0.02% | −4,800−3.3% | Reduced |
| De Lisle Partners LLP | 137,000 | $5.91M | 0.83% | +12,000+9.6% | Added |
| Concurrent Investment Advisors, LLC | 134,720 | $5.81M | 0.11% | +134,720 | New |
| KWMG, LLC | 133,474 | $5.76M | 0.54% | +3,200+2.5% | Added |
| Mediolanum International Funds Ltd | 132,891 | $5.72M | 0.07% | +16,347+14.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 116,963 | $5.62M | 0.01% | +2,724+2.4% | Added |
| Susquehanna International Group, LLP | 129,165 | $5.57M | 0.01% | +69,397+116.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 125,046 | $5.40M | 0.04% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 122,697 | $5.29M | 0.01% | +904+0.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 121,625 | $5.25M | 0.03% | +8,557+7.6% | Added |
| Czech National Bank | 121,218 | $5.23M | 0.04% | +7,657+6.7% | Added |
| Federated Hermes, Inc. | 119,987 | $5.18M | 0.01% | +119,937+239,874.0% | Added |
| Forsta Ap-Fonden | 116,200 | $5.01M | 0.03% | +4,700+4.2% | Added |
| M&G Plc | 114,268 | $4.91M | 0.03% | −340.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 106,399 | $4.59M | 0.69% | +9,075+9.3% | Added |
| Kovitz Investment Group Partners, LLC | 104,908 | $4.53M | 0.02% | +31,788+43.5% | Added |
| DnB Asset Management AS | 103,758 | $4.48M | 0.02% | +1,799+1.8% | Added |
| Prudential Financial Inc | 88,832 | $4.40M | 0.01% | +26,741+43.1% | Added |
| ProShare Advisors LLC | 100,384 | $4.33M | 0.01% | +10,813+12.1% | Added |
| State of Tennessee, Treasury Department | 99,237 | $4.28M | 0.02% | −2,573−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 98,651 | $4.26M | 0.21% | −9,331−8.6% | Reduced |
| Paradigm Capital Management Inc | 98,180 | $4.24M | 0.21% | 00.0% | Unchanged |
| Amalgamated Bank | 97,059 | $4.19M | 0.03% | −696−0.7% | Reduced |
| Fisher Funds Management LTD | 93,963 | $4.05M | 0.10% | −62,481−39.9% | Reduced |
| Letko, Brosseau & Associates Inc | 90,450 | $3.90M | 0.07% | +8,600+10.5% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 89,739 | $3.87M | 1.39% | −4,573−4.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 89,177 | $3.85M | 0.72% | +6,031+7.3% | Added |
| Rathbone Brothers plc | 88,380 | $3.81M | 0.02% | −14,015−13.7% | Reduced |
| Alpha Omega Wealth Management LLC | 86,838 | $3.75M | 0.67% | −4,468−4.9% | Reduced |
| SG Americas Securities, LLC | 82,680 | $3.57M | 0.02% | −64,600−43.9% | Reduced |
| Robeco Schweiz AG | 82,300 | $3.55M | 0.08% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 82,122 | $3.54M | 0.02% | −17,356−17.4% | Reduced |
| CIBC Asset Management Inc | 80,802 | $3.49M | 0.01% | +262+0.3% | Added |
| Old North State Wealth Management, LLC | 79,962 | $3.45M | 1.80% | +599+0.8% | Added |
| Sage Capital Advisors,llc | 79,350 | $3.42M | 0.85% | −124−0.2% | Reduced |
| Teacher Retirement System of Texas | 79,258 | $3.42M | 0.01% | +3,215+4.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 78,706 | $3.40M | 0.03% | −108,851−58.0% | Reduced |
| Winton Group Ltd | 77,707 | $3.35M | 0.17% | +53,635+222.8% | Added |
| Mainstay Capital Management LLC | 75,437 | $3.26M | 0.16% | +38,300+103.1% | Added |
| Xponance, Inc. | 75,118 | $3.24M | 0.03% | −26,321−25.9% | Reduced |
| Swiss Life Asset Management Ltd | – | $3.16M | 0.02% | – | – |
| Pathstone Holdings, LLC | 71,714 | $3.09M | 0.01% | +21,042+41.5% | Added |
| Verition Fund Management LLC | 68,582 | $2.96M | 0.02% | +25,741+60.1% | Added |
| APG Asset Management N.V. | 80,384 | $2.95M | 0.01% | +12,035+17.6% | Added |
| Ci Investments Inc. | 67,197 | $2.90M | 0.01% | −55−0.1% | Reduced |
| New York Life Investment Management LLC | 66,555 | $2.87M | 0.03% | −1,098−1.6% | Reduced |
| Nissay Asset Management Corp | 65,509 | $2.83M | 0.02% | +1,810+2.8% | Added |
| Lighthouse Investment Partners, LLC | 65,000 | $2.80M | 0.12% | +30,000+85.7% | Added |
| SWS Partners | 63,885 | $2.76M | 0.74% | −1,115−1.7% | Reduced |
| BIP Wealth, LLC | 62,579 | $2.70M | 0.17% | −20.0% | Reduced |
| Allianz Asset Management GmbH | 60,734 | $2.62M | 0.00% | −39,359−39.3% | Reduced |
| Metis Global Partners, LLC | 60,661 | $2.62M | 0.07% | +7,588+14.3% | Added |
| Point72 Hong Kong Ltd | 60,654 | $2.62M | 0.18% | +60,654 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,594 | $2.61M | 0.02% | +1,233+2.1% | Added |
| Tudor Investment Corp Et Al | 59,753 | $2.58M | 0.02% | +59,753 | New |