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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 306 | $13.0K | 0.00% | +306 | New |
| First Horizon Corp | 316 | $13.5K | 0.00% | +316 | New |
| Beaird Harris Wealth Management, LLC | 328 | $14.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 43 | $15.2K | 0.00% | −313−87.9% | Reduced |
| Rise Advisors, LLC | 363 | $15.4K | 0.01% | +10+2.8% | Added |
| Creative Financial Designs Inc | 381 | $16.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 407 | $17.3K | 0.01% | +407 | New |
| IFP Advisors, Inc | 452 | $19.2K | 0.00% | +452 | Added |
| Ancora Advisors, LLC | 454 | $19.3K | 0.00% | −300−39.8% | Reduced |
| SBI Securities Co., Ltd. | 458 | $19.5K | 0.00% | −100−17.9% | Reduced |
| State of Wyoming | 468 | $19.9K | 0.00% | +25+5.6% | Added |
| Manchester Capital Management LLC | 468 | $19.9K | 0.00% | +61+15.0% | Added |
| Armstrong Advisory Group, Inc | 471 | $20.1K | 0.00% | −436−48.1% | Reduced |
| CIBC Private Wealth Group, LLC | 473 | $20.1K | 0.00% | −41−8.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 498 | $21.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 502 | $21.4K | 0.00% | +502 | New |
| Medallion Wealth Advisors, LLC | 520 | $22.1K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 550 | $23.4K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 556 | $23.7K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 565 | $24.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 625 | $26.6K | 0.00% | +4+0.6% | Added |
| Spire Wealth Management | 640 | $27.2K | 0.00% | +4+0.6% | Added |
| TD Waterhouse Canada Inc. | 640 | $27.3K | 0.00% | +340+113.3% | Added |
| Montag A & Associates Inc | 645 | $27.5K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 657 | $28.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 675 | $28.7K | 0.01% | −283−29.5% | Reduced |
| TSFG, LLC | 672 | $29.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 699 | $29.8K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 711 | $30.3K | 0.02% | +33+4.9% | Added |
| Sarver Vrooman Wealth Advisors | 712 | $30.3K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 776 | $33.0K | 0.00% | +776 | New |
| GWM Advisors LLC | 789 | $33.6K | 0.00% | −11,377−93.5% | Reduced |
| Bryn Mawr Trust Co | 791 | $33.7K | 0.00% | −2,606−76.7% | Reduced |
| Rexford Capital Inc | 800 | $34.1K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 901 | $38.4K | 0.01% | +567+169.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $39.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 940 | $40.0K | 0.00% | −51−5.1% | Reduced |
| Brown Brothers Harriman & Co | 943 | $40.1K | 0.00% | +245+35.1% | Added |
| Gen-Wealth Partners Inc | 1,063 | $45.3K | 0.02% | +108+11.3% | Added |
| Sentry Investment Management LLC | 1,110 | $48.0K | 0.03% | −486−30.5% | Reduced |
| NBC Securities, Inc. | 1,131 | $48.2K | 0.00% | −110−8.9% | Reduced |
| Quarry LP | 1,162 | $49.5K | 0.01% | −717−38.2% | Reduced |
| Massmutual Trust Co FSB | 1,235 | $52.6K | 0.00% | +105+9.3% | Added |
| Mather Group, LLC. | 1,288 | $54.8K | 0.00% | +1,288 | New |
| Parallel Advisors, LLC | 1,406 | $59.9K | 0.00% | −88−5.9% | Reduced |
| BFSG, LLC | 1,415 | $60.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,424 | $60.6K | 0.00% | +1,424 | New |
| Covestor Ltd | 1,494 | $64.0K | 0.04% | −28−1.8% | Reduced |
| Bessemer Group Inc | 1,588 | $68.0K | 0.00% | +814+105.2% | Added |
| Farther Finance Advisors, LLC | 1,729 | $73.6K | 0.00% | −825−32.3% | Reduced |
| Signaturefd, LLC | 1,747 | $74.4K | 0.00% | +102+6.2% | Added |
| Global Retirement Partners, LLC | 1,756 | $74.8K | 0.00% | +138+8.5% | Added |
| Huntington National Bank | 1,787 | $76.1K | 0.00% | +382+27.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,837 | $78.2K | 0.04% | +1,837 | New |
| Exchange Traded Concepts, LLC | 1,839 | $78.3K | 0.00% | +191+11.6% | Added |
| MAI Capital Management | 1,842 | $78.4K | 0.00% | +249+15.6% | Added |
| FNY Investment Advisers, LLC | 2,000 | $85.0K | 0.03% | +2,000 | New |
| McIlrath & Eck, LLC | 2,027 | $86.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,137 | $91.0K | 0.00% | −48−2.2% | Reduced |
| Oakworth Capital, Inc. | 2,187 | $93.1K | 0.01% | +1,185+118.3% | Added |
| Assetmark, Inc | 2,300 | $97.9K | 0.00% | +128+5.9% | Added |
| Smartleaf Asset Management LLC | 2,321 | $98.0K | 0.01% | +2,243+2,875.6% | Added |
| Siemens Fonds Invest GmbH | 3,181 | $99.1K | 0.01% | −35−1.1% | Reduced |
| TD Private Client Wealth LLC | 2,560 | $109.0K | 0.00% | +180+7.6% | Added |
| AXA Investment Managers S.A. | 2,569 | $109.4K | 0.00% | +2,569 | New |
| Hartford Financial Management Inc. | 2,605 | $110.9K | 0.03% | −5,000−65.7% | Reduced |
| Bank & Trust Co | 2,702 | $115.0K | 0.08% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,800 | $119.2K | 0.01% | +243+9.5% | Added |
| Skylands Capital, LLC | 2,817 | $119.9K | 0.02% | −50−1.7% | Reduced |
| Penserra Capital Management LLC | 2,841 | $120.0K | 0.00% | +62+2.2% | Added |
| CX Institutional | 2,859 | $122.0K | 0.00% | +150+5.5% | Added |
| Cary Street Partners Financial LLC | 3,154 | $134.3K | 0.00% | +579+22.5% | Added |
| Geneos Wealth Management Inc. | 3,193 | $135.9K | 0.00% | −8,005−71.5% | Reduced |
| Jones Financial Companies LLLP | 3,292 | $138.7K | 0.00% | −3,795−53.5% | Reduced |
| Versant Capital Management, Inc | 3,393 | $144.4K | 0.02% | +1,139+50.5% | Added |
| Point72 Europe (London) LLP | 3,774 | $160.7K | 0.01% | +3,774 | New |
| Cary Street Partner Investment Advisory LLC | 4,180 | $177.9K | 0.07% | +849+25.5% | Added |
| Wealthspire Advisors, LLC | 4,265 | $181.6K | 0.00% | −607−12.5% | Reduced |
| Citizens National Bank Trust Department | 4,690 | $199.7K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,709 | $200.5K | 0.02% | +4,709 | New |
| Ameritas Investment Partners, Inc. | 4,710 | $200.5K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,750 | $202.2K | 0.02% | −754−13.7% | Reduced |
| Synovus Financial Corp | 4,803 | $204.5K | 0.00% | −12,473−72.2% | Reduced |
| RiverFront Investment Group, LLC | 4,864 | $207.1K | 0.00% | +4,864 | New |
| Park National Corp | 4,883 | $207.9K | 0.01% | +4,883 | New |
| Legacy Capital Group California, Inc. | 4,946 | $210.6K | 0.05% | +82+1.7% | Added |
| Patton Fund Management, Inc. | 5,215 | $222.0K | 0.04% | +5,215 | New |
| HighPoint Advisor Group LLC | 5,220 | $222.2K | 0.01% | −122−2.3% | Reduced |
| NorthRock Partners, LLC | 5,223 | $222.3K | 0.00% | +5,223 | New |
| Ostrum Asset Management | 5,238 | $223.0K | 0.01% | −162−3.0% | Reduced |
| Ascent Group, LLC | 5,243 | $223.2K | 0.01% | +5,243 | New |
| Old Mission Capital LLC | 5,271 | $224.4K | 0.01% | −24,172−82.1% | Reduced |
| Harbor Advisors LLC | 5,315 | $226.3K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,453 | $232.1K | 0.05% | −11−0.2% | Reduced |
| Independent Financial Group, LLC | 5,499 | $234.1K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,526 | $235.2K | 0.00% | −602−9.8% | Reduced |
| Stephens Inc | 5,578 | $237.5K | 0.00% | +511+10.1% | Added |
| Womack Financial LLC | 5,597 | $238.3K | 0.18% | −812−12.7% | Reduced |
| Blackhawk Capital Partners LLC. | 5,667 | $241.2K | 0.09% | +360+6.8% | Added |