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