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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 17,276 | $745.5K | 0.01% | +57+0.3% | Added |
| Janney Montgomery Scott LLC | 17,262 | $745.0K | 0.00% | −5,701−24.8% | Reduced |
| NEOS Investment Management LLC | 17,247 | $744.2K | 0.01% | +3,584+26.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 17,000 | $734.0K | 0.01% | +200+1.2% | Added |
| Icon Wealth Advisors, LLC | 15,885 | $685.4K | 0.05% | +49+0.3% | Added |
| 626 Financial, LLC | 15,781 | $681.0K | 0.32% | −460−2.8% | Reduced |
| Assenagon Asset Management S.A. | 15,751 | $679.7K | 0.00% | −602−3.7% | Reduced |
| Forum Financial Management, LP | 15,646 | $675.1K | 0.01% | +5,806+59.0% | Added |
| Diligent Investors, LLC | 15,225 | $657.0K | 0.16% | −3,795−20.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,188 | $655.4K | 0.00% | +10,700+238.4% | Added |
| Entropy Technologies, LP | 15,153 | $653.9K | 0.05% | +15,153 | New |
| Lombard Odier Asset Management (Switzerland) SA | 15,015 | $647.9K | 0.03% | +2,418+19.2% | Added |
| Moody National Bank Trust Division | 15,001 | $647.3K | 0.06% | +255+1.7% | Added |
| Catalytic Wealth RIA, LLC | 14,833 | $640.0K | 0.05% | +7,021+89.9% | Added |
| Toroso Investments, LLC | 14,636 | $631.5K | 0.00% | +5,611+62.2% | Added |
| Crossmark Global Holdings, Inc. | 14,631 | $631.3K | 0.01% | −560−3.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 14,576 | $629.0K | 0.11% | +14,576 | New |
| Nisa Investment Advisors, LLC | 14,358 | $619.5K | 0.00% | +6,004+71.9% | Added |
| US Bancorp | 13,575 | $585.8K | 0.00% | −3,721−21.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,551 | $584.7K | 0.15% | +258+1.9% | Added |
| Panagora Asset Management Inc | 13,483 | $581.8K | 0.00% | +8,932+196.3% | Added |
| Merit Financial Group, LLC | 12,886 | $556.0K | 0.01% | +1,974+18.1% | Added |
| Investment Management Corp of Ontario | 12,740 | $549.7K | 0.01% | −10,477−45.1% | Reduced |
| Profund Advisors LLC | 12,689 | $547.5K | 0.02% | +121+1.0% | Added |
| GTS Securities LLC | 12,439 | $536.7K | 0.02% | +12,439 | New |
| Wealth Alliance | 12,369 | $533.7K | 0.06% | −1,261−9.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,297 | $530.6K | 0.00% | +1,397+12.8% | Added |
| QRG Capital Management, Inc. | 12,241 | $528.2K | 0.00% | +532+4.5% | Added |
| GWM Advisors LLC | 12,166 | $524.9K | 0.00% | −1,098−8.3% | Reduced |
| V-Square Quantitative Management LLC | 11,986 | $517.2K | 0.07% | +1,870+18.5% | Added |
| Sapience Investments, LLC | 11,811 | $509.6K | 0.34% | −30.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,748 | $506.9K | 0.01% | +11,748 | New |
| Citizens Financial Group Inc | 11,557 | $498.7K | 0.01% | −336−2.8% | Reduced |
| Valeo Financial Advisors, LLC | 11,504 | $496.4K | 0.01% | +1,047+10.0% | Added |
| Empowered Funds, LLC | 11,353 | $489.9K | 0.01% | +1,917+20.3% | Added |
| Geneos Wealth Management Inc. | 11,198 | $483.2K | 0.01% | +4,906+78.0% | Added |
| Centennial Wealth Advisory LLC | 11,147 | $481.2K | 0.15% | +11,147 | New |
| Colony Group, LLC | 11,064 | $477.5K | 0.00% | +2,066+23.0% | Added |
| MUFG Securities Americas Inc. | 10,990 | $474.2K | 0.04% | +2,238+25.6% | Added |
| Omers Administration Corp | 10,867 | $468.9K | 0.00% | −65,600−85.8% | Reduced |
| Cubist Systematic Strategies, LLC | 10,774 | $464.9K | 0.01% | +10,774 | New |
| Nicholas Hoffman & Company, LLC. | 10,574 | $456.3K | 0.01% | −5,616−34.7% | Reduced |
| Patten Group, Inc. | 10,530 | $454.4K | 0.10% | −1,151−9.9% | Reduced |
| Vestcor Inc | 10,257 | $443.0K | 0.01% | −64−0.6% | Reduced |
| Kimelman & Baird, LLC | 10,250 | $442.3K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,944 | $429.1K | 0.02% | +30+0.3% | Added |
| Perpetual Ltd | 9,853 | $425.2K | 0.00% | +9,853 | New |
| Fifth Third Bancorp | 9,402 | $405.7K | 0.00% | +2,649+39.2% | Added |
| Generali Asset Management SPA SGR | 12,902 | $405.4K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,130 | $394.0K | 0.03% | +4,222+86.0% | Added |
| BIP Alliance, LLC | 8,807 | $380.0K | 0.15% | −229−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,656 | $373.5K | 0.00% | −1,644−16.0% | Reduced |
| Scientech Research LLC | 8,608 | $371.4K | 0.09% | +8,608 | New |
| Investors Asset Management of Georgia Inc | 8,157 | $352.0K | 0.16% | −33−0.4% | Reduced |
| Radnor Capital Management, LLC | 8,058 | $348.0K | 0.06% | −613−7.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 7,900 | $340.9K | 0.30% | +7,900 | New |
| Vident Advisory, LLC | 7,852 | $338.8K | 0.00% | −30,877−79.7% | Reduced |
| Empirical Finance, LLC | 7,819 | $337.4K | 0.02% | −7−0.1% | Reduced |
| MML Investors Services, LLC | 7,803 | $337.0K | 0.00% | −3,604−31.6% | Reduced |
| LifeWealth Investments, LLC | 7,735 | $333.8K | 0.06% | +7,735 | New |
| International Private Wealth Advisors LLC | 7,620 | $328.8K | 0.28% | +7,620 | New |
| Pflug Koory, LLC | 7,614 | $328.5K | 0.17% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,608 | $328.3K | 0.01% | −156−2.0% | Reduced |
| Hartford Financial Management Inc. | 7,605 | $328.2K | 0.09% | 00.0% | Unchanged |
| McDonald Partners LLC | 7,500 | $323.6K | 0.08% | −2,500−25.0% | Reduced |
| CWM, LLC | 7,407 | $320.0K | 0.00% | +2,735+58.5% | Added |
| Capstone Investment Advisors, LLC | 7,398 | $319.2K | 0.00% | +7,398 | New |
| Triodos Investment Management BV | 7,400 | $318.6K | 0.02% | −1,300−14.9% | Reduced |
| Bayesian Capital Management, LP | 7,200 | $310.7K | 0.05% | +7,200 | New |
| Chicago Capital, LLC | 7,075 | $305.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,087 | $305.2K | 0.00% | −2,283−24.4% | Reduced |
| MONECO Advisors, LLC | 6,826 | $294.6K | 0.03% | −73−1.1% | Reduced |
| CI Private Wealth, LLC | 6,823 | $294.4K | 0.00% | −11,211−62.2% | Reduced |
| Benjamin Edwards Inc | 6,776 | $292.4K | 0.00% | +264+4.1% | Added |
| Creative Planning | 6,744 | $291.0K | 0.00% | −15,364−69.5% | Reduced |
| Kestra Advisory Services, LLC | 6,674 | $288.0K | 0.00% | −158−2.3% | Reduced |
| Womack Financial LLC | 6,409 | $276.6K | 0.23% | −650−9.2% | Reduced |
| Farringdon Capital, Ltd. | 6,348 | $273.9K | 0.09% | +6,348 | New |
| NewEdge Wealth, LLC | 6,244 | $273.5K | 0.00% | +6,244 | New |
| GeoWealth Management, LLC | 6,278 | $270.9K | 0.01% | +6,145+4,620.3% | Added |
| Atomi Financial Group, Inc. | 6,271 | $270.6K | 0.01% | +6,271 | New |
| Advisory Services Network, LLC | 6,044 | $268.2K | 0.00% | +64+1.1% | Added |
| United Capital Financial Advisers, LLC | 6,128 | $264.4K | 0.00% | −649−9.6% | Reduced |
| Summit Trail Advisors, LLC | 5,974 | $257.8K | 0.00% | +5,974 | New |
| Fiduciary Trust Co | 5,934 | $256.1K | 0.00% | +416+7.5% | Added |
| Intech Investment Management LLC | 5,842 | $252.1K | 0.00% | −10,166−63.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,742 | $247.8K | 0.00% | −1,415−19.8% | Reduced |
| Canal Capital Management, LLC | 5,721 | $246.8K | 0.04% | −14,500−71.7% | Reduced |
| PharVision Advisers, LLC | 5,690 | $245.5K | 0.35% | +1,239+27.8% | Added |
| EverSource Wealth Advisors, LLC | 5,677 | $245.0K | 0.01% | +774+15.8% | Added |
| MBB Public Markets I LLC | 5,638 | $243.3K | 0.03% | −1,309−18.8% | Reduced |
| Wealthfront Advisers LLC | 5,596 | $241.5K | 0.00% | +5,596 | New |
| Park Avenue Securities LLC | 5,515 | $238.0K | 0.00% | −1,491−21.3% | Reduced |
| Laurion Capital Management LP | 5,507 | $237.6K | 0.03% | +5,507 | New |
| Nilsine Partners, LLC | 5,504 | $237.5K | 0.02% | +199+3.8% | Added |
| Independent Financial Group, LLC | 5,499 | $237.3K | 0.01% | +710+14.8% | Added |
| West Paces Advisors Inc. | 5,464 | $235.8K | 0.05% | +11+0.2% | Added |
| GAMMA Investing LLC | 5,404 | $233.2K | 0.01% | −322−5.6% | Reduced |
| Ostrum Asset Management | 5,400 | $233.0K | 0.01% | −155−2.8% | Reduced |
| HighPoint Advisor Group LLC | 5,342 | $230.5K | 0.01% | −21−0.4% | Reduced |