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, Q4 2025
Institutional positions in Smurfit Westrock plc as of Dec 31, 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
- 596
- +5 vs. Q3 2025
- Shares held
- 460.6M
- +535.6K (+0.1%) vs. Q3 2025
- Total value
- $17.8B
- −$1.74B (−8.9%) vs. Q3 2025
- New holders
- 93
- 222 more added
- Sold out
- 88
- 220 more reduced
11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $19.6B |
| Q2 2025 | 580 | $19.5B |
| Q1 2025 | 596 | $19.7B |
| Q4 2024 | 604 | $23.6B |
| Q3 2024 | 507 | $23.7B |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 60,939,711 | $2.36B | 0.03% | −532,334−0.9% | Reduced |
| BlackRock, Inc. | 44,238,529 | $1.71B | 0.03% | +694,185+1.6% | Added |
| Capital Research Global Investors | 36,127,677 | $1.40B | 0.26% | +8,596,558+31.2% | Added |
| State Street Corp | 24,652,132 | $953.3M | 0.03% | +845,218+3.6% | Added |
| Nuveen, LLC | 22,273,203 | $861.3M | 0.23% | −1,257,582−5.3% | Reduced |
| Causeway Capital Management LLC | 19,132,879 | $739.9M | 10.18% | +11,609,896+154.3% | Added |
| Orbis Allan Gray Ltd | 13,956,868 | $539.7M | 2.26% | −4,991,959−26.3% | Reduced |
| Geode Capital Management, LLC | 13,795,987 | $531.5M | 0.03% | +155,778+1.1% | Added |
| Norges Bank | 12,813,255 | $495.3M | 0.05% | +12,813,255 | New |
| FMR LLC | 11,129,034 | $430.4M | 0.02% | −1,050,035−8.6% | Reduced |
| Invesco Ltd. | 9,542,537 | $369.0M | 0.03% | −540,508−5.4% | Reduced |
| Bank of New York Mellon Corp | 9,054,029 | $350.1M | 0.06% | +360,078+4.1% | Added |
| Ameriprise Financial Inc | 8,673,444 | $335.4M | 0.08% | +1,084,498+14.3% | Added |
| FIL Ltd | 8,105,303 | $313.5M | 0.23% | −425,798−5.0% | Reduced |
| Deutsche Bank AG | 7,253,010 | $280.5M | 0.09% | +1,622,799+28.8% | Added |
| Franklin Resources Inc | 6,837,314 | $263.9M | 0.06% | −4,515,826−39.8% | Reduced |
| AQR Capital Management LLC | 5,724,100 | $221.4M | 0.12% | +5,654,571+8,132.7% | Added |
| Nordea Investment Management AB | 5,450,082 | $211.4M | 0.18% | −324,141−5.6% | Reduced |
| Morgan Stanley | 5,247,523 | $202.9M | 0.01% | +50,511+1.0% | Added |
| Bank of America Corp | 5,141,827 | $198.8M | 0.01% | −936,048−15.4% | Reduced |
| Northern Trust Corp | 4,781,908 | $184.9M | 0.02% | +440,468+10.1% | Added |
| Dimensional Fund Advisors LP | 4,687,620 | $181.3M | 0.04% | +273,240+6.2% | Added |
| Legal & General Group Plc | 4,587,987 | $177.4M | 0.04% | +471,415+11.5% | Added |
| Ruffer LLP | 4,504,151 | $174.4M | 7.94% | +3,718,562+473.3% | Added |
| Amundi | 4,154,989 | $160.7M | 0.04% | +16,889+0.4% | Added |
| UBS Group AG | 3,620,677 | $140.0M | 0.03% | −7,619,476−67.8% | Reduced |
| Charles Schwab Investment Management Inc | 3,334,851 | $129.0M | 0.02% | +157,848+5.0% | Added |
| Marshall Wace, LLP | 3,272,737 | $126.6M | 0.12% | −1,610,210−33.0% | Reduced |
| JPMorgan Chase & Co | 3,218,815 | $124.5M | 0.01% | −9,283,355−74.3% | Reduced |
| Barclays PLC | 3,202,649 | $123.8M | 0.05% | −2,067,094−39.2% | Reduced |
| Goldman Sachs Group Inc | 3,087,008 | $119.4M | 0.02% | −550,200−15.1% | Reduced |
| Pictet Asset Management Holding SA | 2,979,022 | $115.2M | 0.11% | −2,013,763−40.3% | Reduced |
| Citadel Advisors LLC | 2,706,284 | $104.7M | 0.07% | +1,772,312+189.8% | Added |
| Massachusetts Financial Services Co | 2,559,828 | $99.0M | 0.03% | +1,320,006+106.5% | Added |
| Thompson Siegel & Walmsley LLC | 2,554,035 | $98.8M | 1.66% | +104,219+4.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,402,148 | $92.9M | 1.25% | −5,344,942−69.0% | Reduced |
| Alliancebernstein L.P. | 2,200,848 | $85.1M | 0.03% | −3,052,408−58.1% | Reduced |
| Incentive AS | 1,843,624 | $71.3M | 100.00% | −178,916−8.8% | Reduced |
| SEI Investments Co | 1,808,206 | $69.9M | 0.07% | +1,082,428+149.1% | Added |
| Citigroup Inc | 1,739,079 | $67.3M | 0.05% | −777,830−30.9% | Reduced |
| Royal Bank of Canada | 1,732,185 | $67.0M | 0.01% | +713,675+70.1% | Added |
| Polaris Capital Management, LLC | 1,447,650 | $56.0M | 4.64% | −295,010−16.9% | Reduced |
| Swiss National Bank | 1,430,897 | $55.3M | 0.03% | −73,700−4.9% | Reduced |
| Alberta Investment Management Corp | 1,395,636 | $54.0M | 0.32% | +1,395,636 | New |
| Brandywine Global Investment Management, LLC | 1,404,000 | $53.7M | 0.36% | +1,404,000 | New |
| First Trust Advisors LP | 1,344,217 | $52.0M | 0.04% | +612,610+83.7% | Added |
| Vontobel Holding Ltd. | 1,269,135 | $49.1M | 0.16% | +27,557+2.2% | Added |
| BNP Paribas Arbitrage, SA | 1,215,668 | $47.0M | 0.03% | +29,503+2.5% | Added |
| Aviva PLC | 1,197,816 | $46.3M | 0.08% | +21,193+1.8% | Added |
| Lakewood Capital Management, LP | 1,185,297 | $45.8M | 3.19% | +25,000+2.2% | Added |
| Manufacturers Life Insurance Company, The | 1,179,531 | $45.6M | 0.04% | +204,274+20.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,121,962 | $44.4M | 0.03% | +74,238+7.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,140,824 | $44.1M | 0.03% | −68,929−5.7% | Reduced |
| Price T Rowe Associates Inc | 1,048,619 | $40.6M | 0.00% | +2,828+0.3% | Added |
| Russell Investments Group, Ltd. | 1,019,272 | $39.4M | 0.04% | +785,281+335.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 977,387 | $37.8M | 0.06% | +6,792+0.7% | Added |
| Rhumbline Advisers | 950,790 | $36.8M | 0.03% | +8,545+0.9% | Added |
| Cullen Capital Management LLC | 924,448 | $35.7M | 0.39% | −228,926−19.8% | Reduced |
| California Public Employees Retirement System | 870,808 | $33.7M | 0.02% | +14,002+1.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 787,739 | $30.5M | 0.03% | −1,045,167−57.0% | Reduced |
| Patten & Patten Inc | 775,730 | $30.0M | 1.76% | −170,455−18.0% | Reduced |
| Evelyn Partners Investment Management LLP | 691,023 | $26.7M | 0.74% | −53,542−7.2% | Reduced |
| Principal Financial Group Inc | 677,143 | $26.2M | 0.01% | +47,097+7.5% | Added |
| Compagnie Lombard Odier SCmA | 676,222 | $26.1M | 0.28% | −81,664−10.8% | Reduced |
| Alps Advisors Inc | 674,538 | $26.1M | 0.15% | +674,538 | New |
| Zurich Insurance Group Ltd | 666,789 | $25.8M | 0.18% | −113,442−14.5% | Reduced |
| Exane Asset Management | 564,938 | $25.7M | 5.40% | +219,545+63.6% | Added |
| Gotham Asset Management, LLC | 656,496 | $25.4M | 0.09% | +342,428+109.0% | Added |
| Verbena Value LP | 644,600 | $24.9M | 4.29% | +644,600 | New |
| California State Teachers Retirement System | 634,862 | $24.6M | 0.02% | +7,040+1.1% | Added |
| Van Eck Associates Corp | 617,435 | $23.9M | 0.02% | +608,769+7,024.8% | Added |
| Salem Investment Counselors Inc | 554,057 | $21.4M | 0.61% | −7,035−1.3% | Reduced |
| Brown Advisory Inc | 529,616 | $20.5M | 0.03% | +112,197+26.9% | Added |
| Weiss Asset Management LP | 526,730 | $20.4M | 0.29% | +526,730 | New |
| Foresight Group Ltd Liability Partnership | 507,408 | $19.7M | 2.96% | +4,839+1.0% | Added |
| Man Group plc | 498,218 | $19.3M | 0.04% | −475,506−48.8% | Reduced |
| Envestnet Asset Management Inc | 493,878 | $19.1M | 0.01% | +88,293+21.8% | Added |
| Adage Capital Partners GP, L.L.C. | 471,389 | $18.2M | 0.03% | −3,900−0.8% | Reduced |
| Savant Capital, LLC | 467,402 | $18.1M | 0.10% | −71,696−13.3% | Reduced |
| Sycomore Asset Management | 488,737 | $18.0M | 2.98% | 00.0% | Unchanged |
| Arnhold LLC | 462,368 | $17.9M | 1.36% | +109,223+30.9% | Added |
| Mackenzie Financial Corp | 455,977 | $17.7M | 0.02% | −461,939−50.3% | Reduced |
| Holowesko Partners Ltd. | 447,500 | $17.3M | 6.02% | +210,000+88.4% | Added |
| State Board of Administration of Florida Retirement System | 436,074 | $16.9M | 0.03% | +1,800+0.4% | Added |
| Wellington Management Group LLP | 435,393 | $16.8M | 0.00% | −68,026−13.5% | Reduced |
| KBC Group NV | 434,751 | $16.8M | 0.04% | +215,448+98.2% | Added |
| Groupama Asset Managment | 583,885 | $16.8M | 0.25% | −60,116−9.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 425,670 | $16.5M | 0.03% | +190,026+80.6% | Added |
| Redwood Grove Capital, LLC | 411,636 | $15.9M | 4.54% | +150,000+57.3% | Added |
| Cambiar Investors LLC | 402,410 | $15.6M | 0.70% | +402,410 | New |
| Rubric Capital Management LP | 400,000 | $15.5M | 0.18% | +400,000 | New |
| Moore Capital Management, LP | 393,812 | $15.2M | 0.31% | −343,542−46.6% | Reduced |
| South Dakota Investment Council | 390,795 | $15.1M | 0.29% | +312,538+399.4% | Added |
| Capital International Investors | 387,767 | $15.0M | 0.00% | −777−0.2% | Reduced |
| Bank of Montreal | 386,007 | $14.9M | 0.01% | −482,138−55.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 384,378 | $14.9M | 0.75% | −86,485−18.4% | Reduced |
| Ninety One UK Ltd | 376,677 | $14.5M | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 369,652 | $14.3M | 0.08% | +30,804+9.1% | Added |
| ING Groep NV | 366,409 | $14.2M | 0.09% | +366,409 | New |
| Access Investment Management LLC | 331,275 | $14.1M | 3.79% | 00.0% | Unchanged |