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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 5,681 | $241.8K | 0.00% | −161−2.8% | Reduced |
| M&T Bank Corp | 5,775 | $245.7K | 0.00% | −35,715−86.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,782 | $246.1K | 0.00% | +40+0.7% | Added |
| EverSource Wealth Advisors, LLC | 5,825 | $248.0K | 0.01% | +148+2.6% | Added |
| Kestra Advisory Services, LLC | 5,895 | $251.0K | 0.00% | −779−11.7% | Reduced |
| AMG National Trust Bank | 6,062 | $258.1K | 0.01% | +6,062 | New |
| Integrated Wealth Concepts LLC | 6,082 | $258.9K | 0.00% | +1,126+22.7% | Added |
| Advisory Services Network, LLC | 6,091 | $259.3K | 0.00% | +47+0.8% | Added |
| Park Avenue Securities LLC | 6,128 | $261.0K | 0.00% | +613+11.1% | Added |
| Tema ETFs LLC | 6,175 | $262.9K | 0.02% | +6,175 | New |
| GeoWealth Management, LLC | 6,277 | $267.2K | 0.01% | −10.0% | Reduced |
| Regions Financial Corp | 6,309 | $268.6K | 0.00% | +6,309 | New |
| Sequoia Financial Advisors, LLC | 6,348 | $270.3K | 0.00% | +6,348 | New |
| GAMMA Investing LLC | 6,405 | $272.7K | 0.02% | +1,001+18.5% | Added |
| Graham Capital Management, L.P. | 6,554 | $279.0K | 0.01% | +6,554 | New |
| MONECO Advisors, LLC | 6,568 | $279.6K | 0.02% | −258−3.8% | Reduced |
| Blueshift Asset Management, LLC | 6,587 | $280.4K | 0.09% | +6,587 | New |
| International Private Wealth Advisors LLC | 6,907 | $294.0K | 0.18% | −713−9.4% | Reduced |
| Old National Bancorp | 6,916 | $294.4K | 0.01% | +6,916 | New |
| CI Private Wealth, LLC | 6,940 | $295.4K | 0.00% | +117+1.7% | Added |
| Edmond de Rothschild Holding S.A. | 7,000 | $298.0K | 0.00% | +7,000 | New |
| Vestmark Advisory Solutions, Inc. | 7,015 | $298.6K | 0.01% | −4,733−40.3% | Reduced |
| Perpetual Ltd | 7,049 | $300.1K | 0.00% | −2,804−28.5% | Reduced |
| Chicago Capital, LLC | 7,075 | $301.2K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 7,082 | $301.5K | 0.00% | +338+5.0% | Added |
| Wealthfront Advisers LLC | 7,094 | $302.0K | 0.00% | +1,498+26.8% | Added |
| Atomi Financial Group, Inc. | 7,218 | $307.3K | 0.01% | +947+15.1% | Added |
| Investors Asset Management of Georgia Inc | 7,307 | $311.1K | 0.13% | −850−10.4% | Reduced |
| Triodos Investment Management BV | 7,400 | $315.0K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,490 | $315.4K | 0.00% | +7,490 | New |
| Pflug Koory, LLC | 7,592 | $323.2K | 0.15% | −22−0.3% | Reduced |
| Wesbanco Bank Inc | 7,608 | $323.9K | 0.01% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 7,687 | $327.3K | 0.05% | −48−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 7,713 | $328.4K | 0.00% | +7,713 | New |
| Empirical Finance, LLC | 7,813 | $332.6K | 0.02% | −6−0.1% | Reduced |
| MML Investors Services, LLC | 7,894 | $336.0K | 0.00% | +91+1.2% | Added |
| Patten Group, Inc. | 7,969 | $339.2K | 0.07% | −2,561−24.3% | Reduced |
| Radnor Capital Management, LLC | 8,058 | $343.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 8,133 | $346.0K | 0.00% | +726+9.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,497 | $361.7K | 0.01% | −21,538−71.7% | Reduced |
| Van Eck Associates Corp | 8,666 | $369.0K | 0.00% | −10,379−54.5% | Reduced |
| Capital International Inc | 8,755 | $372.7K | 0.00% | +8,755 | New |
| New Age Alpha Advisors, LLC | 9,078 | $389.1K | 0.02% | +4,466+96.8% | Added |
| Fifth Third Bancorp | 9,301 | $395.9K | 0.00% | −101−1.1% | Reduced |
| HB Wealth Management, LLC | 9,416 | $400.8K | 0.00% | +9,416 | New |
| Moors & Cabot, Inc. | 9,722 | $413.9K | 0.02% | −222−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,742 | $414.7K | 0.00% | +1,086+12.5% | Added |
| MUFG Securities EMEA plc | 9,994 | $425.4K | 0.01% | +8,537+585.9% | Added |
| Kimelman & Baird, LLC | 10,250 | $436.3K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 10,257 | $437.0K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 10,463 | $444.7K | 0.00% | −601−5.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,574 | $450.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,807 | $460.1K | 0.01% | −25,424−70.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,900 | $464.0K | 0.00% | −6,100−35.9% | Reduced |
| Wealth Alliance | 11,265 | $479.6K | 0.05% | −1,104−8.9% | Reduced |
| Virtu Financial LLC | 11,640 | $495.0K | 0.03% | −11,746−50.2% | Reduced |
| Citizens Financial Group Inc | 11,758 | $500.6K | 0.01% | +201+1.7% | Added |
| Sapience Investments, LLC | 11,791 | $501.9K | 1.97% | −20−0.2% | Reduced |
| US Bancorp | 11,910 | $507.0K | 0.00% | −1,665−12.3% | Reduced |
| Centennial Wealth Advisory LLC | 12,002 | $510.9K | 0.14% | +855+7.7% | Added |
| Jump Financial, LLC | 12,206 | $519.6K | 0.01% | −11,580−48.7% | Reduced |
| QRG Capital Management, Inc. | 12,368 | $526.5K | 0.01% | +127+1.0% | Added |
| STRS Ohio | 12,458 | $530.3K | 0.00% | −37,155−74.9% | Reduced |
| Empowered Funds, LLC | 12,473 | $531.0K | 0.01% | +1,120+9.9% | Added |
| Nomura Holdings Inc | 12,540 | $533.8K | 0.00% | +12,540 | New |
| V-Square Quantitative Management LLC | 12,543 | $534.0K | 0.09% | +557+4.6% | Added |
| Nisa Investment Advisors, LLC | 12,570 | $535.1K | 0.00% | −1,788−12.5% | Reduced |
| Diligent Investors, LLC | 12,867 | $547.8K | 0.14% | −2,358−15.5% | Reduced |
| Profund Advisors LLC | 12,952 | $551.4K | 0.02% | +263+2.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,171 | $560.7K | 0.03% | −1,844−12.3% | Reduced |
| Wahed Invest LLC | 13,500 | $574.7K | 0.08% | +13,500 | New |
| Merit Financial Group, LLC | 13,518 | $575.5K | 0.01% | +632+4.9% | Added |
| Legacy Wealth Asset Management, LLC | 13,601 | $579.0K | 0.14% | +50+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,710 | $583.6K | 0.04% | +13,710 | New |
| Squarepoint Ops LLC | 13,927 | $592.9K | 0.00% | −13,203−48.7% | Reduced |
| Forum Financial Management, LP | 14,016 | $596.7K | 0.01% | −1,630−10.4% | Reduced |
| MUFG Securities Americas Inc. | 14,080 | $599.4K | 0.04% | +3,090+28.1% | Added |
| Fullcircle Wealth LLC | 16,965 | $616.0K | 0.22% | −175−1.0% | Reduced |
| Twin Capital Management Inc | 14,494 | $617.0K | 0.08% | −39,208−73.0% | Reduced |
| Summit Trail Advisors, LLC | 14,622 | $622.5K | 0.01% | +8,648+144.8% | Added |
| Crossmark Global Holdings, Inc. | 14,631 | $622.8K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,628 | $623.0K | 0.00% | −68,052−82.3% | Reduced |
| Moody National Bank Trust Division | 14,818 | $630.8K | 0.05% | −183−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,289 | $650.9K | 0.00% | −5,079−24.9% | Reduced |
| NewEdge Wealth, LLC | 18,062 | $651.1K | 0.01% | +11,818+189.3% | Added |
| 626 Financial, LLC | 15,348 | $653.4K | 0.29% | −433−2.7% | Reduced |
| Turim 21 Investimentos Ltda. | 10,916 | $655.6K | 0.23% | +7,256+198.3% | Added |
| Benjamin Edwards Inc | 15,542 | $661.6K | 0.01% | +8,766+129.4% | Added |
| Oak Thistle LLC | 15,999 | $681.1K | 0.10% | +15,999 | New |
| Icon Wealth Advisors, LLC | 16,044 | $683.0K | 0.05% | +159+1.0% | Added |
| Janney Montgomery Scott LLC | 16,089 | $685.0K | 0.00% | −1,173−6.8% | Reduced |
| Weatherly Asset Management L. P. | 16,367 | $696.7K | 0.06% | −3,312−16.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,473 | $701.3K | 0.00% | +4,176+34.0% | Added |
| Catalytic Wealth RIA, LLC | 16,491 | $702.0K | 0.02% | +1,658+11.2% | Added |
| Toroso Investments, LLC | 16,636 | $708.2K | 0.00% | +2,000+13.7% | Added |
| Capital Group Private Client Services, Inc. | 16,692 | $710.6K | 0.01% | +16,692 | New |
| Assenagon Asset Management S.A. | 17,209 | $732.6K | 0.00% | +1,458+9.3% | Added |
| Valeo Financial Advisors, LLC | 17,402 | $740.8K | 0.02% | +5,898+51.3% | Added |
| Truist Financial Corp | 17,580 | $748.4K | 0.00% | −1,160−6.2% | Reduced |
| Everence Capital Management Inc | 17,810 | $758.0K | 0.05% | 00.0% | Unchanged |