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 |
|---|---|---|---|---|---|
| Blackhawk Capital Partners LLC. | 5,667 | $241.2K | 0.09% | +360+6.8% | Added |
| Womack Financial LLC | 5,597 | $238.3K | 0.18% | −812−12.7% | Reduced |
| Stephens Inc | 5,578 | $237.5K | 0.00% | +511+10.1% | Added |
| United Capital Financial Advisers, LLC | 5,526 | $235.2K | 0.00% | −602−9.8% | Reduced |
| Independent Financial Group, LLC | 5,499 | $234.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,453 | $232.1K | 0.05% | −11−0.2% | Reduced |
| Harbor Advisors LLC | 5,315 | $226.3K | 0.03% | 00.0% | Unchanged |
| Old Mission Capital LLC | 5,271 | $224.4K | 0.01% | −24,172−82.1% | Reduced |
| Ascent Group, LLC | 5,243 | $223.2K | 0.01% | +5,243 | New |
| Ostrum Asset Management | 5,238 | $223.0K | 0.01% | −162−3.0% | Reduced |
| NorthRock Partners, LLC | 5,223 | $222.3K | 0.00% | +5,223 | New |
| HighPoint Advisor Group LLC | 5,220 | $222.2K | 0.01% | −122−2.3% | Reduced |
| Patton Fund Management, Inc. | 5,215 | $222.0K | 0.04% | +5,215 | New |
| Legacy Capital Group California, Inc. | 4,946 | $210.6K | 0.05% | +82+1.7% | Added |
| Park National Corp | 4,883 | $207.9K | 0.01% | +4,883 | New |
| RiverFront Investment Group, LLC | 4,864 | $207.1K | 0.00% | +4,864 | New |
| Synovus Financial Corp | 4,803 | $204.5K | 0.00% | −12,473−72.2% | Reduced |
| Nilsine Partners, LLC | 4,750 | $202.2K | 0.02% | −754−13.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,710 | $200.5K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,709 | $200.5K | 0.02% | +4,709 | New |
| Citizens National Bank Trust Department | 4,690 | $199.7K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,265 | $181.6K | 0.00% | −607−12.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,180 | $177.9K | 0.07% | +849+25.5% | Added |
| Point72 Europe (London) LLP | 3,774 | $160.7K | 0.01% | +3,774 | New |
| Versant Capital Management, Inc | 3,393 | $144.4K | 0.02% | +1,139+50.5% | Added |
| Jones Financial Companies LLLP | 3,292 | $138.7K | 0.00% | −3,795−53.5% | Reduced |
| Geneos Wealth Management Inc. | 3,193 | $135.9K | 0.00% | −8,005−71.5% | Reduced |
| Cary Street Partners Financial LLC | 3,154 | $134.3K | 0.00% | +579+22.5% | Added |
| CX Institutional | 2,859 | $122.0K | 0.00% | +150+5.5% | Added |
| Penserra Capital Management LLC | 2,841 | $120.0K | 0.00% | +62+2.2% | Added |
| Skylands Capital, LLC | 2,817 | $119.9K | 0.02% | −50−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,800 | $119.2K | 0.01% | +243+9.5% | Added |
| Bank & Trust Co | 2,702 | $115.0K | 0.08% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,605 | $110.9K | 0.03% | −5,000−65.7% | Reduced |
| AXA Investment Managers S.A. | 2,569 | $109.4K | 0.00% | +2,569 | New |
| TD Private Client Wealth LLC | 2,560 | $109.0K | 0.00% | +180+7.6% | Added |
| Siemens Fonds Invest GmbH | 3,181 | $99.1K | 0.01% | −35−1.1% | Reduced |
| Smartleaf Asset Management LLC | 2,321 | $98.0K | 0.01% | +2,243+2,875.6% | Added |
| Assetmark, Inc | 2,300 | $97.9K | 0.00% | +128+5.9% | Added |
| Oakworth Capital, Inc. | 2,187 | $93.1K | 0.01% | +1,185+118.3% | Added |
| Allworth Financial LP | 2,137 | $91.0K | 0.00% | −48−2.2% | Reduced |
| McIlrath & Eck, LLC | 2,027 | $86.3K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $85.0K | 0.03% | +2,000 | New |
| MAI Capital Management | 1,842 | $78.4K | 0.00% | +249+15.6% | Added |
| Exchange Traded Concepts, LLC | 1,839 | $78.3K | 0.00% | +191+11.6% | Added |
| Aster Capital Management (DIFC) Ltd | 1,837 | $78.2K | 0.04% | +1,837 | New |
| Huntington National Bank | 1,787 | $76.1K | 0.00% | +382+27.2% | Added |
| Global Retirement Partners, LLC | 1,756 | $74.8K | 0.00% | +138+8.5% | Added |
| Signaturefd, LLC | 1,747 | $74.4K | 0.00% | +102+6.2% | Added |
| Farther Finance Advisors, LLC | 1,729 | $73.6K | 0.00% | −825−32.3% | Reduced |
| Bessemer Group Inc | 1,588 | $68.0K | 0.00% | +814+105.2% | Added |
| Covestor Ltd | 1,494 | $64.0K | 0.04% | −28−1.8% | Reduced |
| Quadrant Capital Group LLC | 1,424 | $60.6K | 0.00% | +1,424 | New |
| BFSG, LLC | 1,415 | $60.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,406 | $59.9K | 0.00% | −88−5.9% | Reduced |
| Mather Group, LLC. | 1,288 | $54.8K | 0.00% | +1,288 | New |
| Massmutual Trust Co FSB | 1,235 | $52.6K | 0.00% | +105+9.3% | Added |
| Quarry LP | 1,162 | $49.5K | 0.01% | −717−38.2% | Reduced |
| NBC Securities, Inc. | 1,131 | $48.2K | 0.00% | −110−8.9% | Reduced |
| Sentry Investment Management LLC | 1,110 | $48.0K | 0.03% | −486−30.5% | Reduced |
| Gen-Wealth Partners Inc | 1,063 | $45.3K | 0.02% | +108+11.3% | Added |
| Brown Brothers Harriman & Co | 943 | $40.1K | 0.00% | +245+35.1% | Added |
| SRS Capital Advisors, Inc. | 940 | $40.0K | 0.00% | −51−5.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $39.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 901 | $38.4K | 0.01% | +567+169.8% | Added |
| Rexford Capital Inc | 800 | $34.1K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 791 | $33.7K | 0.00% | −2,606−76.7% | Reduced |
| GWM Advisors LLC | 789 | $33.6K | 0.00% | −11,377−93.5% | Reduced |
| Root Financial Partners, LLC | 776 | $33.0K | 0.00% | +776 | New |
| Sarver Vrooman Wealth Advisors | 712 | $30.3K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 711 | $30.3K | 0.02% | +33+4.9% | Added |
| Twin Lakes Capital Management, LLC | 699 | $29.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 672 | $29.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 675 | $28.7K | 0.01% | −283−29.5% | Reduced |
| IMA Wealth, Inc. | 657 | $28.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 645 | $27.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 640 | $27.3K | 0.00% | +340+113.3% | Added |
| Spire Wealth Management | 640 | $27.2K | 0.00% | +4+0.6% | Added |
| Principal Securities, Inc. | 625 | $26.6K | 0.00% | +4+0.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 565 | $24.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 556 | $23.7K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 550 | $23.4K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 520 | $22.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 502 | $21.4K | 0.00% | +502 | New |
| Strategic Wealth Partners, Ltd. | 498 | $21.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 473 | $20.1K | 0.00% | −41−8.0% | Reduced |
| Armstrong Advisory Group, Inc | 471 | $20.1K | 0.00% | −436−48.1% | Reduced |
| State of Wyoming | 468 | $19.9K | 0.00% | +25+5.6% | Added |
| Manchester Capital Management LLC | 468 | $19.9K | 0.00% | +61+15.0% | Added |
| SBI Securities Co., Ltd. | 458 | $19.5K | 0.00% | −100−17.9% | Reduced |
| Ancora Advisors, LLC | 454 | $19.3K | 0.00% | −300−39.8% | Reduced |
| IFP Advisors, Inc | 452 | $19.2K | 0.00% | +452 | Added |
| Westfuller Advisors, LLC | 407 | $17.3K | 0.01% | +407 | New |
| Clearstead Advisors, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 381 | $16.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 363 | $15.4K | 0.01% | +10+2.8% | Added |
| NBT Bank N A | 43 | $15.2K | 0.00% | −313−87.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 328 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 316 | $13.5K | 0.00% | +316 | New |
| Quent Capital, LLC | 306 | $13.0K | 0.00% | +306 | New |