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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 5,364 | $230.0K | 0.00% | −36,333−87.1% | Reduced |
| Harbor Advisors LLC | 5,315 | $229.3K | 0.04% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 5,307 | $229.0K | 0.11% | +5,307 | New |
| Avantax Advisory Services, Inc. | 5,192 | $224.0K | 0.00% | +5,192 | New |
| Hudson Bay Capital Management LP | 5,188 | $223.9K | 0.00% | +5,188 | New |
| Stephens Inc | 5,067 | $218.7K | 0.00% | −174−3.3% | Reduced |
| Integrated Wealth Concepts LLC | 4,956 | $213.8K | 0.00% | −545−9.9% | Reduced |
| Wealthspire Advisors, LLC | 4,872 | $210.2K | 0.00% | +351+7.8% | Added |
| Legacy Capital Group California, Inc. | 4,864 | $209.9K | 0.06% | −1,625−25.0% | Reduced |
| Jain Global LLC | 4,777 | $206.1K | 0.00% | +4,777 | New |
| Ameritas Investment Partners, Inc. | 4,710 | $203.2K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,690 | $202.4K | 0.04% | −400−7.9% | Reduced |
| New Age Alpha Advisors, LLC | 4,612 | $199.0K | 0.01% | +4,612 | New |
| Turim 21 Investimentos Ltda. | 3,660 | $157.9K | 0.03% | +3,660 | New |
| Bryn Mawr Trust Co | 3,397 | $146.6K | 0.00% | +615+22.1% | Added |
| Cary Street Partner Investment Advisory LLC | 3,331 | $143.7K | 0.07% | +489+17.2% | Added |
| Siemens Fonds Invest GmbH | 3,216 | $138.5K | 0.01% | −2,482−43.6% | Reduced |
| Skylands Capital, LLC | 2,867 | $123.7K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,779 | $119.0K | 0.00% | +312+12.6% | Added |
| CX Institutional | 2,709 | $117.0K | 0.00% | +2,569+1,835.0% | Added |
| Bank & Trust Co | 2,702 | $116.6K | 0.09% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,575 | $111.1K | 0.00% | −16−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,557 | $110.3K | 0.01% | +97+3.9% | Added |
| Farther Finance Advisors, LLC | 2,554 | $110.2K | 0.00% | −2,484−49.3% | Reduced |
| TD Private Client Wealth LLC | 2,380 | $102.7K | 0.00% | −11,455−82.8% | Reduced |
| Versant Capital Management, Inc | 2,254 | $97.3K | 0.01% | +1,475+189.3% | Added |
| Allworth Financial LP | 2,185 | $94.3K | 0.00% | −20−0.9% | Reduced |
| Assetmark, Inc | 2,172 | $93.7K | 0.00% | +795+57.7% | Added |
| McIlrath & Eck, LLC | 2,027 | $87.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,879 | $81.1K | 0.02% | +463+32.7% | Added |
| Sentry Investment Management LLC | 1,596 | $75.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,648 | $71.1K | 0.00% | −73−4.2% | Reduced |
| Signaturefd, LLC | 1,645 | $71.0K | 0.00% | +1,110+207.5% | Added |
| Global Retirement Partners, LLC | 1,618 | $69.8K | 0.00% | +1,618 | New |
| MAI Capital Management | 1,593 | $68.7K | 0.00% | −114−6.7% | Reduced |
| Covestor Ltd | 1,522 | $66.0K | 0.04% | −748−33.0% | Reduced |
| Parallel Advisors, LLC | 1,494 | $64.5K | 0.00% | +267+21.8% | Added |
| MUFG Securities EMEA plc | 1,457 | $62.9K | 0.00% | +1,457 | New |
| BFSG, LLC | 1,415 | $61.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,405 | $60.6K | 0.00% | +550+64.3% | Added |
| Simplex Trading, LLC | 1,263 | $54.0K | 0.00% | −1,712−57.5% | Reduced |
| NBC Securities, Inc. | 1,241 | $53.0K | 0.00% | −36−2.8% | Reduced |
| Massmutual Trust Co FSB | 1,130 | $48.8K | 0.00% | +507+81.4% | Added |
| Whipplewood Advisors, LLC | 1,026 | $44.3K | 0.02% | +342+50.0% | Added |
| Oakworth Capital, Inc. | 1,002 | $43.2K | 0.00% | −37−3.6% | Reduced |
| SRS Capital Advisors, Inc. | 991 | $42.8K | 0.00% | +470+90.2% | Added |
| Groupe la Francaise | 1,180 | $42.7K | 0.00% | +1,180 | New |
| First United Bank Trust | 958 | $41.3K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 955 | $41.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $39.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 907 | $39.1K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 863 | $37.2K | 0.00% | −6,559−88.4% | Reduced |
| Rexford Capital Inc | 800 | $34.5K | 0.03% | +800 | New |
| Bessemer Group Inc | 774 | $33.0K | 0.00% | −2,321−75.0% | Reduced |
| Ancora Advisors, LLC | 754 | $32.5K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 712 | $30.7K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 699 | $30.2K | 0.02% | −282−28.7% | Reduced |
| Brown Brothers Harriman & Co | 698 | $30.1K | 0.00% | +370+112.8% | Added |
| TSFG, LLC | 672 | $29.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 678 | $29.0K | 0.02% | +678 | New |
| IMA Wealth, Inc. | 657 | $28.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 645 | $27.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 636 | $27.4K | 0.00% | −26−3.9% | Reduced |
| Principal Securities, Inc. | 621 | $26.8K | 0.00% | −74−10.6% | Reduced |
| Fairscale Capital, LLC | 550 | $24.4K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 565 | $24.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 558 | $24.1K | 0.00% | −381−40.6% | Reduced |
| Cromwell Holdings LLC | 556 | $24.0K | 0.01% | −75−11.9% | Reduced |
| Medallion Wealth Advisors, LLC | 520 | $23.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 514 | $22.2K | 0.00% | −345−40.2% | Reduced |
| ORG Wealth Partners, LLC | 475 | $21.8K | 0.01% | −1,576−76.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 498 | $21.5K | 0.00% | +498 | New |
| State of Wyoming | 443 | $19.1K | 0.00% | +443 | New |
| First Horizon Advisors, Inc. | 426 | $18.4K | 0.00% | −48−10.1% | Reduced |
| Manchester Capital Management LLC | 407 | $17.6K | 0.00% | −402−49.7% | Reduced |
| Clearstead Advisors, LLC | 400 | $17.3K | 0.00% | +359+875.6% | Added |
| Umb Bank N A | 385 | $16.6K | 0.00% | −794−67.3% | Reduced |
| Creative Financial Designs Inc | 381 | $16.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 356 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 353 | $15.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 334 | $14.4K | 0.01% | +334 | New |
| Beaird Harris Wealth Management, LLC | 328 | $14.2K | 0.00% | −118−26.5% | Reduced |
| IFP Advisors, Inc | 0 | $14.1K | 0.00% | −149−100.0% | Reduced |
| TD Waterhouse Canada Inc. | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 278 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 274 | $11.8K | 0.00% | −142−34.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 263 | $11.3K | 0.00% | +58+28.3% | Added |
| GW&K Investment Management, LLC | 258 | $11.0K | 0.00% | −17−6.2% | Reduced |
| Pinnacle Bancorp, Inc. | 251 | $10.8K | 0.00% | +61+32.1% | Added |
| Smallwood Wealth Investment Management, LLC | 248 | $10.7K | 0.01% | −637−72.0% | Reduced |
| SIMA Wealth Partners, LLC | 225 | $9.71K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 224 | $9.67K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 223 | $9.62K | 0.00% | +60+36.8% | Added |
| Zions Bancorporation, National Association | 222 | $9.58K | 0.00% | −427−65.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 216 | $9.56K | 0.00% | +216 | New |
| Retirement Wealth Solutions LLC | 216 | $9.32K | 0.01% | −132−37.9% | Reduced |
| Peterson Wealth Services | 213 | $9.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 194 | $8.37K | 0.01% | +40+26.0% | Added |
| NewSquare Capital LLC | 193 | $8.33K | 0.00% | +193 | New |