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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Smurfit Westrock plc as of Sep 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
602
+28 vs. Q2 2025
Shares held
454.2M
+20.9M (+4.8%) vs. Q2 2025
Total value
$19.3B
+$595.2M (+3.2%) vs. Q2 2025
New holders
86
245 more added
Sold out
58
180 more reduced

6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 602 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 507 institutionsQ4 2024: 604 institutionsQ1 2025: 597 institutionsQ2 2025: 580 institutionsQ3 2025: 602 institutionsQ4 2025: 596 institutionsQ1 2026: 617 institutionsQ2 2026: 643 institutions
Value heldQ3 2025: $19.3B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $20.2BQ4 2024: $23.4BQ1 2025: $19.7BQ2 2025: $19.5BQ3 2025: $19.3BQ4 2025: $17.8BQ1 2026: $19.0BQ2 2026: $23.3B
Institutions holding SW and their total value by quarter
QuarterHoldersValue
Q2 2026643$23.3B
Q1 2026617$19.0B
Q4 2025596$17.8B
Q3 2025602$19.3B
Q2 2025580$19.5B
Q1 2025597$19.7B
Q4 2024604$23.4B
Q3 2024507$20.2B
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q2 2025.

Institutions holding SW in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC7$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.0$110.00%0Unchanged
Meeder Asset Management Inc1$430.00%00.0%Unchanged
Private Wealth Asset Management, LLC3$1280.00%00.0%Unchanged
Highline Wealth Partners LLC3$1280.00%00.0%Unchanged
Davis Capital Management5$2130.00%+5New
Wealth Preservation Advisors, LLC6$2550.00%00.0%Unchanged
Trust Co of Toledo NA8$3410.00%00.0%Unchanged
United Community Bank8$3410.00%+8New
Strengthening Families & Communities, LLC8$3470.00%00.0%Unchanged
Prestige Wealth Management Group LLC9$3840.00%00.0%Unchanged
Central Trust Co12$5110.00%00.0%Unchanged
Quaker Wealth Management, LLC12$5110.00%00.0%Unchanged
AdvisorNet Financial, Inc13$5530.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$5530.00%+3+30.0%Added
HFM Investment Advisors, LLC13$5530.00%+4+44.4%Added
Texas Capital Bancshares Inc13$5530.00%+13New
Valued Wealth Advisors LLC13$5540.00%−7−35.0%Reduced
American Capital Advisory, LLC14$5960.00%00.0%Unchanged
Curio Wealth, LLC15$6390.00%+15New
DecisionPoint Financial, LLC15$6400.00%+15New
Wealth Watch Advisors, INC16$6810.00%+16New
Bay Harbor Wealth Management, LLC19$8080.00%+11+137.5%Added
CoreCap Advisors, LLC19$8090.00%+3+18.8%Added
Caitong International Asset Management Co., Ltd20$8510.00%−7−25.9%Reduced
SJS Investment Consulting Inc.21$8940.00%+4+23.5%Added
ZRC Wealth Management, LLC21$8940.00%+21New
Boyd Watterson Asset Management LLC23$9790.00%00.0%Unchanged
Sunbelt Securities, Inc.23$9790.00%+23New
Trifecta Capital Advisors, LLC23$9800.00%00.0%Unchanged
Cloud Capital Management, LLC43$1.00K0.00%+43New
South State Corp.24$1.02K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.24$1.02K0.00%+24New
Tortoise Investment Management, LLC25$1.06K0.00%−1−3.8%Reduced
DiNuzzo Private Wealth, Inc.24$1.14K0.00%+3+14.3%Added
Rothschild Investment LLC33$1.41K0.00%+10+43.5%Added
Aspect Partners, LLC38$1.62K0.00%+38New
JFS Wealth Advisors, LLC39$1.66K0.00%+15+62.5%Added
Addison Advisors LLC40$1.70K0.00%+40New
Raffa Wealth Management, LLC44$1.87K0.00%+12+37.5%Added
Marquette Asset Management, LLC44$1.87K0.00%+44New
Kayne Anderson Rudnick Investment Management LLC45$1.92K0.00%00.0%Unchanged
Ogorek Anthony Joseph66$2.00K0.00%00.0%Unchanged
Avion Wealth49$2.00K0.00%−12−19.7%Reduced
Fortitude Family Office, LLC50$2.13K0.00%00.0%Unchanged
Maseco LLP56$2.35K0.00%00.0%Unchanged
Activest Wealth Management57$2.43K0.00%+23+67.6%Added
Private Trust Co NA60$2.55K0.00%+18+42.9%Added
DT Investment Partners, LLC60$2.56K0.00%00.0%Unchanged
Bare Financial Services, Inc65$2.77K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC65$2.77K0.00%+65New
Atlantic Trust, LLC66$2.81K0.00%+22+50.0%Added
Bartlett & Co. Wealth Management LLC66$2.81K0.00%+55+500.0%Added
Harbour Investments, Inc.68$2.90K0.00%+21+44.7%Added
North Star Investment Management Corp.73$3.11K0.00%00.0%Unchanged
Rialto Wealth Management, LLC74$3.15K0.00%−2−2.6%Reduced
Bell Investment Advisors, Inc74$3.15K0.00%+2+2.8%Added
ORG Partners LLC75$3.19K0.00%+67+837.5%Added
GPS Wealth Strategies Group, LLC77$3.28K0.00%+77New
Binnacle Investments Inc79$3.36K0.00%+10+14.5%Added
Retirement Wealth Solutions LLC83$3.53K0.00%−133−61.6%Reduced
Private Wealth Management Group, LLC84$3.58K0.00%00.0%Unchanged
Abound Wealth Management85$3.63K0.00%00.0%Unchanged
WPG Advisers, LLC86$3.66K0.00%−1−1.1%Reduced
True Wealth Design, LLC92$3.92K0.00%+43+87.8%Added
Cullen/Frost Bankers, Inc.94$4.01K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC105$4.47K0.00%00.0%Unchanged
Colonial Trust Co106$4.51K0.00%+28+35.9%Added
St. Johns Investment Management Company, LLC110$4.68K0.00%00.0%Unchanged
Howard Hughes Medical Institute112$4.77K0.00%+6+5.7%Added
Pin Oak Investment Advisors Inc115$4.90K0.00%00.0%Unchanged
Horizon Financial Services, LLC116$4.94K0.00%+79+213.5%Added
Key Financial Inc117$4.99K0.00%00.0%Unchanged
Anchor Investment Management, LLC117$5.00K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.120$5.11K0.00%+120New
Main Street Group, LTD120$5.12K0.00%00.0%Unchanged
Larson Financial Group LLC137$5.83K0.00%+137New
CVA Family Office, LLC147$6.26K0.00%00.0%Unchanged
Delta Asset Management LLC150$6.39K0.00%00.0%Unchanged
Essential Partners LLC151$6.43K0.00%+61+67.8%Added
Eastern Bank156$6.64K0.00%00.0%Unchanged
Sound Income Strategies, LLC160$6.86K0.00%+98+158.1%Added
MV Capital Management, Inc.165$7.03K0.00%+57+52.8%Added
Salomon & Ludwin, LLC186$7.81K0.00%+186New
Hanson & Doremus Investment Management196$8.00K0.00%+196New
Financial Management Professionals, Inc.189$8.05K0.00%+23+13.9%Added
Bruce G. Allen Investments, LLC194$8.26K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc223$9.49K0.00%00.0%Unchanged
Financial Perspectives, Inc224$9.54K0.00%00.0%Unchanged
Hemington Wealth Management247$10.0K0.00%+58+30.7%Added
Parkside Financial Bank & Trust240$10.2K0.00%−34−12.4%Reduced
Smallwood Wealth Investment Management, LLC248$10.6K0.01%00.0%Unchanged
Zions Bancorporation, National Association250$10.6K0.00%+28+12.6%Added
GW&K Investment Management, LLC265$11.0K0.00%+7+2.7%Added
Abich Financial Wealth Management LLC272$11.6K0.00%+272New
Annis Gardner Whiting Capital Advisors, LLC280$11.9K0.00%+17+6.5%Added
Johnson Financial Group, Inc.280$11.9K0.00%+280New
Umb Bank N A287$12.2K0.00%−98−25.5%Reduced
Pinnacle Bancorp, Inc.297$12.6K0.00%+46+18.3%Added
Monetary Management Group Inc300$12.8K0.00%00.0%Unchanged