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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 75,042 | $3.19M | 0.08% | +14,381+23.7% | Added |
| ExodusPoint Capital Management, LP | 77,107 | $3.28M | 0.05% | +77,107 | New |
| Magnetar Financial LLC | 78,213 | $3.33M | 0.02% | +78,213 | New |
| South Dakota Investment Council | 78,257 | $3.33M | 0.06% | +78,257 | New |
| National Bank of Canada | 78,531 | $3.34M | 0.00% | −275,395−77.8% | Reduced |
| Federated Hermes, Inc. | 78,697 | $3.35M | 0.01% | −41,290−34.4% | Reduced |
| Sage Capital Advisors,llc | 79,359 | $3.38M | 0.80% | +90.0% | Added |
| Manning & Napier Advisors LLC | 79,552 | $3.39M | 0.04% | −72,668−47.7% | Reduced |
| Old North State Wealth Management, LLC | 80,647 | $3.44M | 1.61% | +685+0.9% | Added |
| CIBC Asset Management Inc | 80,883 | $3.44M | 0.01% | +81+0.1% | Added |
| Rathbone Brothers plc | 82,650 | $3.47M | 0.01% | −5,730−6.5% | Reduced |
| Danske Bank A/S | 82,088 | $3.49M | 0.01% | −78,239−48.8% | Reduced |
| Ci Investments Inc. | 82,720 | $3.52M | 0.01% | +15,523+23.1% | Added |
| Kovitz Investment Group Partners, LLC | 82,873 | $3.53M | 0.01% | −22,035−21.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 83,825 | $3.57M | 0.03% | +5,119+6.5% | Added |
| Entropy Technologies, LP | 84,366 | $3.59M | 0.27% | +69,213+456.8% | Added |
| Swiss Life Asset Management Ltd | 85,111 | $3.62M | 0.02% | – | – |
| Utah Retirement Systems | 85,152 | $3.62M | 0.04% | +57,613+209.2% | Added |
| Alpha Omega Wealth Management LLC | 86,009 | $3.66M | 0.61% | −829−1.0% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 86,207 | $3.67M | 1.27% | −3,532−3.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 88,735 | $3.78M | 0.67% | −442−0.5% | Reduced |
| Letko, Brosseau & Associates Inc | 91,484 | $3.89M | 0.07% | +1,034+1.1% | Added |
| Prudential Financial Inc | 86,222 | $3.92M | 0.00% | −2,610−2.9% | Reduced |
| Covalis Capital LLP | 93,935 | $4.00M | 0.47% | +93,935 | New |
| Meiji Yasuda Asset Management Co Ltd. | 96,292 | $4.10M | 0.20% | −2,359−2.4% | Reduced |
| Amalgamated Bank | 98,978 | $4.21M | 0.03% | +1,919+2.0% | Added |
| State of Tennessee, Treasury Department | 99,237 | $4.22M | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 99,290 | $4.23M | 0.01% | +99,290 | New |
| Winton Group Ltd | 101,476 | $4.32M | 0.16% | +23,769+30.6% | Added |
| ProShare Advisors LLC | 104,499 | $4.45M | 0.01% | +4,115+4.1% | Added |
| Quantinno Capital Management LP | 107,842 | $4.59M | 0.01% | +54,205+101.1% | Added |
| Jane Street Group, LLC | 108,227 | $4.61M | 0.01% | +108,227 | New |
| DnB Asset Management AS | 109,017 | $4.64M | 0.02% | +5,259+5.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 113,970 | $4.69M | 0.01% | −2,993−2.6% | Reduced |
| Vident Advisory, LLC | 111,132 | $4.73M | 0.05% | +103,280+1,315.3% | Added |
| Retirement Systems of Alabama | 111,377 | $4.74M | 0.02% | −616,810−84.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 113,517 | $4.83M | 0.65% | +7,118+6.7% | Added |
| Susquehanna International Group, LLP | 115,786 | $4.93M | 0.01% | −13,379−10.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 125,046 | $5.32M | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 125,381 | $5.34M | 0.03% | +3,756+3.1% | Added |
| Forsta Ap-Fonden | 128,800 | $5.48M | 0.03% | +12,600+10.8% | Added |
| SIH Partners, LLLP | 129,885 | $5.53M | 0.48% | +129,885 | New |
| Oppenheimer Asset Management Inc. | 130,075 | $5.54M | 0.06% | +77,077+145.4% | Added |
| Czech National Bank | 132,608 | $5.65M | 0.04% | +11,390+9.4% | Added |
| Mediolanum International Funds Ltd | 134,012 | $5.66M | 0.06% | +1,121+0.8% | Added |
| Voya Investment Management LLC | 133,354 | $5.68M | 0.01% | −29,482−18.1% | Reduced |
| Concurrent Investment Advisors, LLC | 134,191 | $5.71M | 0.10% | −529−0.4% | Reduced |
| Victory Capital Management Inc | 136,540 | $5.81M | 0.00% | −5,049−3.6% | Reduced |
| KWMG, LLC | 137,738 | $5.86M | 0.51% | +4,264+3.2% | Added |
| Boston Common Asset Management, LLC | 139,591 | $5.94M | 0.17% | −160,543−53.5% | Reduced |
| Handelsbanken Fonder AB | 139,800 | $5.95M | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 142,008 | $5.95M | 0.05% | −59,148−29.4% | Reduced |
| Gateway Investment Advisers LLC | 142,606 | $6.07M | 0.06% | +99+0.1% | Added |
| Resona Asset Management Co.,Ltd. | 142,938 | $6.08M | 0.03% | −9,132−6.0% | Reduced |
| Ninety One SA (PTY) Ltd | 145,854 | $6.12M | 0.28% | +145,854 | New |
| M&G Plc | 145,819 | $6.27M | 0.03% | +31,551+27.6% | Added |
| Credit Agricole S A | 150,200 | $6.39M | 0.02% | +150,200 | New |
| State of Michigan Retirement System | 151,964 | $6.47M | 0.03% | +6,400+4.4% | Added |
| Arizona State Retirement System | 154,340 | $6.57M | 0.04% | +1,776+1.2% | Added |
| Ensign Peak Advisors, Inc | 158,070 | $6.73M | 0.01% | −9,185−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 162,760 | $6.93M | 0.02% | +1,009+0.6% | Added |
| Private Management Group Inc | 163,935 | $6.98M | 0.21% | −1,816−1.1% | Reduced |
| American Century Companies Inc | 166,624 | $7.09M | 0.00% | −399−0.2% | Reduced |
| LPL Financial LLC | 166,766 | $7.10M | 0.00% | +17,022+11.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 172,537 | $7.34M | 0.04% | +20,070+13.2% | Added |
| Nomura Asset Management Co Ltd | 172,814 | $7.36M | 0.02% | −601−0.3% | Reduced |
| Van Den Berg Management I, Inc | 174,228 | $7.42M | 1.86% | −1,425−0.8% | Reduced |
| La Banque Postale Asset Management SA | 175,259 | $7.46M | 0.09% | −30,805−14.9% | Reduced |
| State of New Jersey Common Pension Fund D | 182,344 | $7.76M | 0.03% | +5,449+3.1% | Added |
| Slate Path Capital LP | 187,000 | $7.96M | 0.12% | −70,400−27.4% | Reduced |
| CastleKnight Management LP | 187,000 | $7.96M | 0.43% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 188,409 | $8.02M | 1.11% | +3,627+2.0% | Added |
| TD Asset Management Inc | 189,229 | $8.06M | 0.01% | +8,329+4.6% | Added |
| KLP Kapitalforvaltning AS | 196,371 | $8.36M | 0.03% | −300−0.2% | Reduced |
| Raymond James Financial Inc | 200,534 | $8.54M | 0.00% | +2,856+1.4% | Added |
| Flossbach Von Storch AG | 206,260 | $8.64M | 0.03% | −21,175−9.3% | Reduced |
| Worldquant Millennium Advisors LLC | 205,585 | $8.75M | 0.04% | +205,585 | New |
| Korea Investment CORP | 208,185 | $8.86M | 0.02% | −12,800−5.8% | Reduced |
| Tiaa Trust, National Association | 211,014 | $8.98M | 0.02% | +211,014 | New |
| Asset Management One Co.,Ltd. | 219,283 | $9.33M | 0.03% | +11,613+5.6% | Added |
| KBC Group NV | 219,303 | $9.34M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 219,442 | $9.34M | 0.04% | +17,476+8.7% | Added |
| Royal London Asset Management Ltd | 228,409 | $9.72M | 0.02% | +209,930+1,136.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 228,524 | $9.73M | 0.02% | +4,213+1.9% | Added |
| Russell Investments Group, Ltd. | 233,991 | $9.95M | 0.01% | −24,176−9.4% | Reduced |
| Treasurer of the State of North Carolina | 234,236 | $9.97M | 0.03% | −9,133−3.8% | Reduced |
| GAM Holding AG | 238,510 | $10.0M | 0.62% | +238,510 | New |
| Fuller & Thaler Asset Management, Inc. | 235,644 | $10.0M | 0.03% | +934+0.4% | Added |
| Holowesko Partners Ltd. | 237,500 | $10.1M | 3.74% | +237,500 | New |
| Wells Fargo & Company | 241,498 | $10.3M | 0.00% | +61,635+34.3% | Added |
| Marathon Asset Mgmt Ltd | 243,366 | $10.4M | 0.38% | +243,366 | New |
| Walleye Capital LLC | 257,066 | $10.9M | 0.09% | −238,884−48.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 259,533 | $11.0M | 0.03% | +4,220+1.7% | Added |
| Redwood Grove Capital, LLC | 261,636 | $11.1M | 3.19% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 266,466 | $11.3M | 0.03% | +4,528+1.7% | Added |
| State of Wisconsin Investment Board | 274,159 | $11.7M | 0.03% | −2,833−1.0% | Reduced |
| Artemis Investment Management LLP | 310,789 | $13.2M | 0.16% | +77,314+33.1% | Added |
| Gotham Asset Management, LLC | 314,068 | $13.4M | 0.06% | +314,068 | New |
| Point72 Asset Management, L.P. | 316,897 | $13.5M | 0.03% | −610,414−65.8% | Reduced |
| CIBC Bancorp USA Inc. | 318,720 | $13.6M | 0.08% | +318,720 | New |