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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 18,090 | $770.1K | 0.01% | +33+0.2% | Added |
| Horizon Investments, LLC | 18,153 | $772.8K | 0.01% | +169+0.9% | Added |
| Allstate Corp | 18,174 | $773.7K | 0.02% | +18,174 | New |
| Burney Co | 18,321 | $779.9K | 0.02% | −942−4.9% | Reduced |
| Captrust Financial Advisors | 18,706 | $796.3K | 0.00% | +1,426+8.3% | Added |
| Dark Forest Capital Management LP | 19,291 | $821.2K | 0.03% | −5,640−22.6% | Reduced |
| XTX Topco Ltd | 19,348 | $823.6K | 0.04% | +19,348 | New |
| Mercer Global Advisors Inc | 19,433 | $827.2K | 0.00% | −5,887−23.3% | Reduced |
| ISAM Funds (UK) Ltd | 19,684 | $837.9K | 0.17% | +19,684 | New |
| Tokio Marine Asset Management Co Ltd | 20,334 | $865.6K | 0.03% | +139+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 20,348 | $866.0K | 0.15% | −462−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,382 | $868.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,421 | $869.0K | 0.00% | +135+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 20,669 | $879.9K | 0.00% | +887+4.5% | Added |
| Berkeley Capital Partners, LLC | 20,810 | $885.9K | 0.21% | +20,810 | New |
| Ronald Blue Trust, Inc. | 20,879 | $888.8K | 0.01% | +1,079+5.4% | Added |
| Jacobs Levy Equity Management, Inc | 20,962 | $892.4K | 0.00% | −685−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,771 | $928.8K | 0.00% | −1,406−6.1% | Reduced |
| New Mexico Educational Retirement Board | 22,385 | $953.0K | 0.03% | −700−3.0% | Reduced |
| Tounjian Advisory Partners, LLC | 22,512 | $958.4K | 0.32% | +22,512 | New |
| HighTower Advisors, LLC | 22,517 | $958.5K | 0.00% | +1,147+5.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 22,726 | $967.4K | 0.00% | +7,538+49.6% | Added |
| JustInvest LLC | 23,082 | $982.6K | 0.01% | −575−2.4% | Reduced |
| Abacus Planning Group, Inc. | 23,083 | $982.6K | 0.14% | 00.0% | Unchanged |
| Nekton Capital Ltd. | 24,146 | $1.03M | 2.08% | 00.0% | Unchanged |
| Atria Investments LLC | 24,189 | $1.03M | 0.01% | −4,093−14.5% | Reduced |
| Lazard Asset Management LLC | 22,402 | $1.03M | 0.00% | +17,038+317.6% | Added |
| Investment Management Corp of Ontario | 24,440 | $1.04M | 0.02% | +11,700+91.8% | Added |
| Banque Cantonale Vaudoise | 24,580 | $1.05M | 0.04% | −11,018−31.0% | Reduced |
| Edentree Asset Management Ltd | 25,000 | $1.06M | 0.26% | 00.0% | Unchanged |
| Omers Administration Corp | 25,067 | $1.07M | 0.01% | +14,200+130.7% | Added |
| Diversified Trust Co | 25,166 | $1.07M | 0.02% | +1,006+4.2% | Added |
| Securian Asset Management, Inc | 25,214 | $1.07M | 0.03% | −565−2.2% | Reduced |
| Maryland State Retirement & Pension System | 25,321 | $1.08M | 0.02% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 25,388 | $1.08M | 0.27% | +7,473+41.7% | Added |
| Point72 Hong Kong Ltd | 26,747 | $1.14M | 0.05% | −33,907−55.9% | Reduced |
| Ethic Inc. | 27,020 | $1.15M | 0.02% | −14,083−34.3% | Reduced |
| Louisiana State Employees Retirement System | 27,400 | $1.17M | 0.02% | +1,200+4.6% | Added |
| Meiji Yasuda Life Insurance Co | 27,586 | $1.17M | 0.03% | −1,242−4.3% | Reduced |
| Norinchukin Bank, The | 27,668 | $1.18M | 0.02% | +1,373+5.2% | Added |
| NEOS Investment Management LLC | 28,163 | $1.20M | 0.01% | +10,916+63.3% | Added |
| Greenwood Capital Associates LLC | 29,080 | $1.24M | 0.14% | +29,080 | New |
| Cetera Investment Advisers | 29,092 | $1.24M | 0.00% | +7,630+35.6% | Added |
| Neuberger Berman Group LLC | 29,231 | $1.24M | 0.00% | +6,744+30.0% | Added |
| Generali Asset Management SPA SGR | 29,494 | $1.26M | 0.03% | +16,592+128.6% | Added |
| Lowe Brockenbrough & Co Inc | 29,683 | $1.26M | 0.07% | −1,244−4.0% | Reduced |
| Cerity Partners LLC | 29,711 | $1.26M | 0.00% | −1,398−4.5% | Reduced |
| Raiffeisen Bank International AG | 30,570 | $1.29M | 0.02% | −26,492−46.4% | Reduced |
| Westwood Holdings Group Inc. | 31,120 | $1.32M | 0.01% | +468+1.5% | Added |
| Mariner, LLC | 31,906 | $1.36M | 0.00% | +294+0.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 32,159 | $1.37M | 0.00% | −2,407−7.0% | Reduced |
| Boston Partners | 32,583 | $1.39M | 0.00% | +11,773+56.6% | Added |
| Kentucky Retirement Systems | 32,709 | $1.39M | 0.04% | +32,709 | New |
| Stifel Financial Corp | 34,525 | $1.47M | 0.00% | −43−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 35,132 | $1.50M | 0.00% | −87,565−71.4% | Reduced |
| Guggenheim Capital LLC | 37,263 | $1.59M | 0.01% | +19,498+109.8% | Added |
| Advisor Group Holdings, Inc. | 34,802 | $1.59M | 0.00% | +2,541+7.9% | Added |
| Fruth Investment Management | 37,522 | $1.60M | 0.43% | −2,535−6.3% | Reduced |
| Paradigm Capital Management Inc | 38,180 | $1.63M | 0.07% | −60,000−61.1% | Reduced |
| Ossiam | 38,345 | $1.63M | 0.02% | −8,140−17.5% | Reduced |
| Pinnacle Associates Ltd | 38,538 | $1.64M | 0.02% | −756−1.9% | Reduced |
| Sterling Capital Management LLC | 38,868 | $1.65M | 0.02% | −4,598−10.6% | Reduced |
| Mainstay Capital Management LLC | 38,875 | $1.65M | 0.17% | −36,562−48.5% | Reduced |
| Lighthouse Investment Partners, LLC | 40,000 | $1.70M | 0.06% | −25,000−38.5% | Reduced |
| Adams Natural Resources Fund, Inc. | 41,300 | $1.76M | 0.27% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 42,004 | $1.76M | 0.02% | −391,015−90.3% | Reduced |
| Mizuho Securities USA LLC | 38,028 | $1.79M | 0.04% | +3,756+11.0% | Added |
| Groupe la Francaise | 43,348 | $1.82M | 0.02% | +42,168+3,573.6% | Added |
| Investors Research Corp | 43,776 | $1.86M | 0.34% | −225−0.5% | Reduced |
| Swedbank AB | 44,304 | $1.89M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 44,499 | $1.89M | 0.01% | +2,483+5.9% | Added |
| Wharton Business Group, LLC | 44,572 | $1.90M | 0.08% | 00.0% | Unchanged |
| Timucuan Asset Management Inc | 45,000 | $1.92M | 0.06% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 45,351 | $1.93M | 0.01% | +11,019+32.1% | Added |
| Macquarie Group Ltd | 46,437 | $1.97M | 0.00% | −6,290−11.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 48,298 | $2.06M | 0.00% | −1,326−2.7% | Reduced |
| Allianz Asset Management GmbH | 50,366 | $2.14M | 0.00% | −10,368−17.1% | Reduced |
| AustralianSuper Pty Ltd | 50,602 | $2.15M | 0.01% | +19,268+61.5% | Added |
| Public Employees Retirement Association of Colorado | 52,316 | $2.23M | 0.01% | −562−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 54,393 | $2.32M | 0.00% | −1,135−2.0% | Reduced |
| Trexquant Investment LP | 54,416 | $2.32M | 0.02% | +54,416 | New |
| DoubleLine ETF Adviser LP | 56,191 | $2.39M | 0.72% | +1,902+3.5% | Added |
| Mutual of America Capital Management LLC | 56,587 | $2.41M | 0.03% | −277−0.5% | Reduced |
| State of Alaska, Department of Revenue | 57,070 | $2.43M | 0.02% | +1,381+2.5% | Added |
| Davenport & Co LLC | 57,124 | $2.43M | 0.01% | −974−1.7% | Reduced |
| Verition Fund Management LLC | 58,223 | $2.48M | 0.01% | −10,359−15.1% | Reduced |
| The PNC Financial Services Group, Inc. | 58,468 | $2.49M | 0.00% | −40.0% | Reduced |
| Oregon Public Employees Retirement Fund | 59,645 | $2.54M | 0.03% | +16,865+39.4% | Added |
| Yousif Capital Management, LLC | 61,373 | $2.61M | 0.03% | +5,652+10.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,883 | $2.63M | 0.02% | +1,289+2.1% | Added |
| Pictet & Cie (Europe) SA | 65,849 | $2.80M | 0.06% | +8,889+15.6% | Added |
| SWS Partners | 66,939 | $2.85M | 0.70% | +3,054+4.8% | Added |
| Teacher Retirement System of Texas | 68,386 | $2.91M | 0.01% | −10,872−13.7% | Reduced |
| APG Asset Management N.V. | 80,384 | $2.91M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 69,529 | $2.96M | 0.00% | +23,346+50.6% | Added |
| New York Life Investment Management LLC | 69,949 | $2.98M | 0.03% | +3,394+5.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 70,891 | $3.02M | 0.01% | +11,437+19.2% | Added |
| Xponance, Inc. | 72,827 | $3.10M | 0.02% | −2,291−3.0% | Reduced |
| Pathstone Holdings, LLC | 73,165 | $3.11M | 0.01% | +1,451+2.0% | Added |
| British Columbia Investment Management Corp | 75,023 | $3.19M | 0.02% | −7,099−8.6% | Reduced |