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