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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 322,117 | $13.7M | 0.03% | −822−0.3% | Reduced |
| Standard Life Aberdeen plc | 329,621 | $13.9M | 0.02% | +297,003+910.5% | Added |
| Access Investment Management LLC | 331,275 | $14.1M | 3.79% | +5,800+1.8% | Added |
| AE Wealth Management LLC | 338,848 | $14.4M | 0.09% | +21,789+6.9% | Added |
| Storebrand Asset Management AS | 342,248 | $14.6M | 0.04% | +4,264+1.3% | Added |
| Arnhold LLC | 353,145 | $14.9M | 1.24% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 352,377 | $15.0M | 0.78% | +352,377 | New |
| Ninety One UK Ltd | 376,677 | $15.8M | 0.03% | +376,677 | New |
| Banque Pictet & Cie SA | 378,052 | $16.1M | 0.16% | +22,442+6.3% | Added |
| Capital International Investors | 388,544 | $16.5M | 0.00% | +388,544 | New |
| Envestnet Asset Management Inc | 405,585 | $17.3M | 0.00% | −1,904−0.5% | Reduced |
| Exane Asset Management | 345,393 | $17.3M | 5.82% | +90,233+35.4% | Added |
| Brown Advisory Inc | 417,419 | $17.8M | 0.02% | +417,419 | New |
| Sycomore Asset Management | 488,737 | $18.0M | 3.00% | 00.0% | Unchanged |
| Tredje AP-fonden | 427,457 | $18.2M | 0.15% | +17,993+4.4% | Added |
| State Board of Administration of Florida Retirement System | 434,274 | $18.5M | 0.03% | −7,819−1.8% | Reduced |
| Natixis Advisors, L.P. | 456,528 | $19.4M | 0.03% | +55,255+13.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 470,863 | $20.0M | 1.03% | +77,621+19.7% | Added |
| Groupama Asset Managment | 644,001 | $20.1M | 0.29% | +35,651+5.9% | Added |
| Adage Capital Partners GP, L.L.C. | 475,289 | $20.2M | 0.03% | +21,100+4.6% | Added |
| Albar Capital Partners LLP | 475,457 | $20.2M | 4.61% | +310,242+187.8% | Added |
| J. Goldman & Co LP | 501,661 | $21.4M | 0.81% | +132,775+36.0% | Added |
| Wellington Management Group LLP | 503,419 | $21.4M | 0.00% | −84,735−14.4% | Reduced |
| Foresight Group Ltd Liability Partnership | 502,569 | $21.4M | 3.19% | −68,199−11.9% | Reduced |
| Savant Capital, LLC | 539,098 | $22.9M | 0.14% | −279−0.1% | Reduced |
| Salem Investment Counselors Inc | 561,092 | $23.9M | 0.68% | −940−0.2% | Reduced |
| New York State Common Retirement Fund | 587,635 | $25.0M | 0.03% | +67,269+12.9% | Added |
| California State Teachers Retirement System | 627,822 | $26.7M | 0.03% | +813+0.1% | Added |
| Principal Financial Group Inc | 630,046 | $26.8M | 0.01% | +70,305+12.6% | Added |
| SEI Investments Co | 725,778 | $30.9M | 0.03% | +60,616+9.1% | Added |
| First Trust Advisors LP | 731,607 | $31.1M | 0.02% | +3,897+0.5% | Added |
| Liontrust Investment Partners LLP | 742,735 | $31.2M | 0.46% | +6,482+0.9% | Added |
| Moore Capital Management, LP | 737,354 | $31.4M | 0.62% | +737,354 | New |
| Evelyn Partners Investment Management LLP | 744,565 | $31.7M | 0.90% | −34,113−4.4% | Reduced |
| Compagnie Lombard Odier SCmA | 757,886 | $32.3M | 0.36% | −141,647−15.7% | Reduced |
| Zurich Insurance Group Ltd | 780,231 | $32.8M | 0.23% | −581,112−42.7% | Reduced |
| Ruffer LLP | 785,589 | $33.4M | 1.86% | −3,759,121−82.7% | Reduced |
| California Public Employees Retirement System | 856,806 | $36.5M | 0.02% | +856,806 | New |
| Bank of Montreal | 868,145 | $37.0M | 0.02% | +365,428+72.7% | Added |
| National Pension Service | 873,660 | $37.2M | 0.03% | +24,151+2.8% | Added |
| Mackenzie Financial Corp | 917,916 | $38.8M | 0.05% | −104,601−10.2% | Reduced |
| Citadel Advisors LLC | 933,972 | $39.8M | 0.03% | −1,092,521−53.9% | Reduced |
| Rhumbline Advisers | 942,245 | $40.1M | 0.03% | +14,985+1.6% | Added |
| Patten & Patten Inc | 946,185 | $40.3M | 2.37% | −3,853−0.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 970,595 | $40.8M | 0.07% | +74,360+8.3% | Added |
| Man Group plc | 973,724 | $41.5M | 0.08% | +366,354+60.3% | Added |
| Manufacturers Life Insurance Company, The | 975,257 | $41.5M | 0.03% | +676,735+226.7% | Added |
| Royal Bank of Canada | 1,018,510 | $43.4M | 0.01% | +328,197+47.5% | Added |
| Price T Rowe Associates Inc | 1,045,791 | $44.5M | 0.00% | +9,221+0.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,047,724 | $44.6M | 0.03% | +71,181+7.3% | Added |
| Scopus Asset Management, L.P. | 1,150,310 | $49.0M | 1.17% | +360,000+45.6% | Added |
| Cullen Capital Management LLC | 1,153,374 | $49.1M | 0.54% | +639,283+124.4% | Added |
| Lakewood Capital Management, LP | 1,160,297 | $49.4M | 3.74% | 00.0% | Unchanged |
| Aviva PLC | 1,176,623 | $49.6M | 0.09% | +135,490+13.0% | Added |
| BNP Paribas Arbitrage, SA | 1,186,165 | $50.5M | 0.04% | +299,746+33.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,209,753 | $51.5M | 0.03% | +160,796+15.3% | Added |
| Massachusetts Financial Services Co | 1,239,822 | $52.8M | 0.02% | +372,177+42.9% | Added |
| Vontobel Holding Ltd. | 1,241,578 | $52.9M | 0.17% | −19,601−1.6% | Reduced |
| HSBC Holdings PLC | 1,266,948 | $53.3M | 0.03% | +328,629+35.0% | Added |
| Lansdowne Partners (UK) LLP | 1,286,111 | $54.7M | 4.62% | −17,945−1.4% | Reduced |
| Swiss National Bank | 1,504,597 | $64.1M | 0.04% | −75,600−4.8% | Reduced |
| Polaris Capital Management, LLC | 1,742,660 | $74.2M | 4.87% | −35,400−2.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,832,906 | $77.9M | 0.07% | +1,439,204+365.6% | Added |
| Pacer Advisors, Inc. | 1,861,635 | $79.2M | 0.20% | +1,821,862+4,580.7% | Added |
| Incentive AS | 2,022,540 | $86.1M | 100.00% | −300,000−12.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,449,816 | $104.3M | 1.69% | +620,796+33.9% | Added |
| Citigroup Inc | 2,516,909 | $107.1M | 0.07% | −141,940−5.3% | Reduced |
| Millennium Management LLC | 2,903,516 | $123.6M | 0.10% | +1,498,061+106.6% | Added |
| Janus Henderson Group PLC | 2,927,470 | $124.2M | 0.06% | +2,207,334+306.5% | Added |
| Charles Schwab Investment Management Inc | 3,177,003 | $135.2M | 0.02% | +265,904+9.1% | Added |
| Goldman Sachs Group Inc | 3,637,208 | $154.8M | 0.02% | +770,669+26.9% | Added |
| Amundi | 4,138,100 | $166.8M | 0.05% | +116,003+2.9% | Added |
| Legal & General Group Plc | 4,116,572 | $174.5M | 0.04% | +770,812+23.0% | Added |
| Northern Trust Corp | 4,341,440 | $184.8M | 0.02% | +219,416+5.3% | Added |
| Dimensional Fund Advisors LP | 4,414,380 | $187.9M | 0.04% | +282,279+6.8% | Added |
| Marshall Wace, LLP | 4,882,947 | $207.9M | 0.23% | +1,795,133+58.1% | Added |
| Pictet Asset Management Holding SA | 4,992,785 | $212.5M | 0.21% | +116,031+2.4% | Added |
| Morgan Stanley | 5,197,012 | $221.2M | 0.01% | +898,335+20.9% | Added |
| Alliancebernstein L.P. | 5,253,256 | $223.6M | 0.07% | −88,614−1.7% | Reduced |
| Barclays PLC | 5,269,743 | $224.3M | 0.08% | +3,180,531+152.2% | Added |
| Deutsche Bank AG | 5,630,211 | $239.7M | 0.08% | +227,573+4.2% | Added |
| Nordea Investment Management AB | 5,774,223 | $241.1M | 0.21% | +305,974+5.6% | Added |
| Bank of America Corp | 6,077,875 | $258.7M | 0.02% | +812,868+15.4% | Added |
| JPMorgan Chase & Co | 6,251,085 | $266.1M | 0.02% | +889,239+16.6% | Added |
| Causeway Capital Management LLC | 7,522,983 | $320.3M | 4.23% | +507,289+7.2% | Added |
| Ameriprise Financial Inc | 7,588,946 | $323.1M | 0.07% | +94,782+1.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 7,747,090 | $329.8M | 5.22% | +266,503+3.6% | Added |
| FIL Ltd | 8,531,101 | $361.8M | 0.28% | +151,040+1.8% | Added |
| Bank of New York Mellon Corp | 8,693,951 | $370.1M | 0.07% | +193,099+2.3% | Added |
| Invesco Ltd. | 10,083,045 | $429.2M | 0.07% | +246,041+2.5% | Added |
| UBS Group AG | 11,240,153 | $478.5M | 0.09% | +8,218,351+272.0% | Added |
| Franklin Resources Inc | 11,353,140 | $482.9M | 0.12% | +5,511,887+94.4% | Added |
| FMR LLC | 12,179,069 | $518.2M | 0.03% | −38,805−0.3% | Reduced |
| Geode Capital Management, LLC | 13,640,209 | $578.4M | 0.04% | +850,148+6.6% | Added |
| Orbis Allan Gray Ltd | 18,948,827 | $806.7M | 3.46% | +548,409+3.0% | Added |
| Nuveen, LLC | 23,530,785 | $1.00B | 0.26% | −146,986−0.6% | Reduced |
| State Street Corp | 23,806,914 | $1.01B | 0.04% | +3,027,125+14.6% | Added |
| Capital Research Global Investors | 27,531,119 | $1.17B | 0.22% | −140,754−0.5% | Reduced |
| BlackRock, Inc. | 43,544,344 | $1.85B | 0.03% | +2,041,427+4.9% | Added |
| Vanguard Group Inc | 61,472,045 | $2.62B | 0.04% | −18,949,285−23.6% | Reduced |