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Livermore
Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Smurfit Westrock plc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of SW: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders60211596+5
Shares454.2M398.3K460.3M+6.49M (+1.4%)
Value$19.3B$16.9M$17.8B−$1.49B (−7.7%)

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (93)

Institutions that held Smurfit Westrock plc at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SW in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank12,813,255$495.3M0.05%
Alberta Investment Management Corp1,395,636$54.0M0.32%
Brandywine Global Investment Management, LLC1,404,000$53.7M0.36%
Alps Advisors Inc674,538$26.1M0.15%
Verbena Value LP644,600$24.9M4.29%
Weiss Asset Management LP526,730$20.4M0.29%
Cambiar Investors LLC402,410$15.6M0.70%
Rubric Capital Management LP400,000$15.5M0.18%
ING Groep NV366,409$14.2M0.09%
Woodline Partners LP331,845$12.8M0.05%
Tudor Investment Corp Et Al284,704$11.0M0.06%
Clearline Capital LP217,688$8.42M0.63%
Engineers Gate Manager LP166,086$6.42M0.08%
Benson Investment Management Company, Inc.164,665$6.37M2.22%
Saba Capital Management, L.P.137,389$5.31M0.18%
Advisors Preferred, LLC91,522$3.62M0.59%
IFM Investors Pty Ltd92,936$3.59M0.03%
Highland Capital Management Fund Advisors, L.P.79,700$3.08M0.21%
CIBC World Markets Corp72,638$2.81M0.01%
Agman Capital LLC63,137$2.44M2.08%
BIP Wealth, LLC62,379$2.41M0.09%
Walnut Level Capital LLC41,813$1.62M1.29%
Financiere des Professionnels - Fonds d,investissement inc.40,195$1.55M0.09%
Stance Capital LLC38,873$1.50M0.55%
Polianta Ltd37,600$1.45M0.19%
Board of the Pension Protection Fund36,900$1.43M1.36%
Readystate Asset Management LP28,100$1.09M0.05%
J. Safra Sarasin Holding AG25,836$999.1K0.02%
Howard Capital Management Inc.23,883$923.5K0.01%
Trium Capital LLP23,124$894.2K0.70%
Bright Futures Wealth Management, LLC.20,624$797.5K0.59%
Parkside Investments, LLC20,000$773.4K0.10%
Wolverine Asset Management LLC18,000$696.1K0.01%
North Dakota State Investment Board17,866$690.9K0.03%
Qsemble Capital Management, LP17,467$675.4K0.06%
Callan Family Office, LLC16,946$655.3K0.01%
WBI Investments15,958$617.1K0.16%
Marathon Trading Investment Management LLC14,628$565.7K0.07%
Prelude Capital Management, LLC13,602$526.0K0.04%
Evergreen Capital Management LLC12,471$482.3K0.01%
Recurrent Investment Advisors LLC12,221$472.6K0.03%
Axq Capital, LP12,146$469.7K0.11%
Mirabella Financial Services LLP12,027$465.1K0.04%
Prosperity Consulting Group, LLC11,463$443.3K0.02%
Asahi Life Asset Management Co., Ltd.11,048$427.2K0.24%
Schonfeld Strategic Advisors LLC9,839$380.5K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.9,723$372.0K0.00%
Flagship Harbor Advisors, LLC8,825$341.3K0.02%
TCW Group Inc8,124$314.2K0.00%
D. E. Shaw & Co., Inc.8,116$313.8K0.00%
Balyasny Asset Management LLC7,815$302.2K0.00%
CAPROCK Group, Inc.6,810$263.3K0.01%
Jain Global LLC6,692$258.8K0.00%
Hibernia Wealth Partners, LLC5,832$225.5K0.07%
Southern Financial Group, LLC5,754$222.5K0.06%
Pinnacle Financial Partners, Inc.5,653$218.6K0.00%
Avanza Fonder AB5,617$217.2K0.01%
Pinnacle Wealth Planning Services, Inc.5,568$215.3K0.02%
Avise Financial Cooperative, Inc.5,542$214.3K0.19%
Whitebox Advisors LLC5,348$206.8K0.00%
Mach-1 Financial Group, Inc.5,289$204.5K0.04%
GTS Securities LLC5,279$204.1K0.01%
Paradigm Financial Partners, LLC5,215$201.7K0.02%
Wexford Capital LP2,689$104.0K0.03%
Richardson Financial Services Inc.2,650$102.5K0.06%
Fideuram Asset Management (Ireland) dac1,566$84.4K0.01%
SageView Advisory Group, LLC1,599$61.8K0.00%
EFG International AG1,565$60.5K0.00%
DV Trading LLC1,000$38.7K0.00%
McMillan Office, Inc.911$35.2K0.00%
UBS Asset Management Americas Inc809$31.3K0.00%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.733$28.3K0.00%
DV Equities, LLC725$28.0K0.01%
Optima Capital LLC360$13.9K0.01%
SHP Wealth Management300$11.6K0.00%
Rossby Financial, LCC266$10.3K0.00%
Prosperity Bancshares Inc171$6.61K0.01%
Elyxium Wealth, LLC140$5.41K0.00%
Atlantic Edge Private Wealth Management, LLC113$4.37K0.00%
Hilton Head Capital Partners, LLC66$2.55K0.00%
Signature Equity Partners, LLC53$2.05K0.00%
Keating Financial Advisory Services, Inc.50$1.93K0.00%
Torren Management, LLC47$1.83K0.00%
Sunrise Financial Services, LLC42$1.62K0.00%
Key Capital Management, INC35$1.35K0.00%
Clayton Financial Group LLC32$1.24K0.00%
Turning Point Benefit Group, Inc.30$1.16K0.00%
Kilter Group LLC25$9670.00%
First Command Advisory Services, Inc.19$7350.00%
1015 Capital Partners, LLC12$4640.00%
Whipplewood Advisors, LLC10$3870.00%
NVWM, LLC5$1930.00%
Leonteq Securities AG7,286––

Sold out (88)

Institutions that held Smurfit Westrock plc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SW in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
HSBC Holdings PLC1,266,948$53.3M
Scopus Asset Management, L.P.1,150,310$49.0M
Liontrust Investment Partners LLP742,735$31.2M
J. Goldman & Co LP501,661$21.4M
Albar Capital Partners LLP475,457$20.2M
Point72 Asset Management, L.P.316,897$13.5M
Walleye Capital LLC257,066$10.9M
Flossbach Von Storch AG206,260$8.64M
Slate Path Capital LP187,000$7.96M
CastleKnight Management LP187,000$7.96M
Boston Common Asset Management, LLC139,591$5.94M
Meiji Yasuda Asset Management Co Ltd.96,292$4.10M
Entropy Technologies, LP84,366$3.59M
Kovitz Investment Group Partners, LLC82,873$3.53M
Magnetar Financial LLC78,213$3.33M
New York Life Investment Management LLC69,949$2.98M
DoubleLine ETF Adviser LP56,191$2.39M
Lighthouse Investment Partners, LLC40,000$1.70M
Boston Partners32,583$1.39M
Lowe Brockenbrough & Co Inc29,683$1.26M
Generali Asset Management SPA SGR29,494$1.26M
Meiji Yasuda Life Insurance Co27,586$1.17M
Dynamic Technology Lab Private Ltd20,348$866.0K
ISAM Funds (UK) Ltd19,684$837.9K
Oak Thistle LLC15,999$681.1K
Benjamin Edwards Inc15,542$661.6K
Twin Capital Management Inc14,494$617.0K
Virtu Financial LLC11,640$495.0K
Wealth Alliance11,265$479.6K
HB Wealth Management, LLC9,416$400.8K
Y-Intercept (Hong Kong) Ltd8,497$361.7K
Radnor Capital Management, LLC8,058$343.0K
LifeWealth Investments, LLC7,687$327.3K
Wesbanco Bank Inc7,608$323.9K
Triodos Investment Management BV7,400$315.0K
Blueshift Asset Management, LLC6,587$280.4K
MONECO Advisors, LLC6,568$279.6K
Graham Capital Management, L.P.6,554$279.0K
Tema ETFs LLC6,175$262.9K
Advisory Services Network, LLC6,091$259.3K
Integrated Wealth Concepts LLC6,082$258.9K
Intech Investment Management LLC5,681$241.8K
Blackhawk Capital Partners LLC.5,667$241.2K
Womack Financial LLC5,597$238.3K
West Paces Advisors Inc.5,453$232.1K
NorthRock Partners, LLC5,223$222.3K
HighPoint Advisor Group LLC5,220$222.2K
Legacy Capital Group California, Inc.4,946$210.6K
Park National Corp4,883$207.9K
RiverFront Investment Group, LLC4,864$207.1K
Nilsine Partners, LLC4,750$202.2K
Gryphon Financial Partners LLC4,709$200.5K
Aster Capital Management (DIFC) Ltd1,837$78.2K
Mather Group, LLC.1,288$54.8K
Gen-Wealth Partners Inc1,063$45.3K
Montag A & Associates Inc645$27.5K
Principal Securities, Inc.625$26.6K
Fairscale Capital, LLC550$23.4K
Rise Advisors, LLC363$15.4K
First Horizon Corp316$13.5K
Johnson Financial Group, Inc.280$11.9K
Bruce G. Allen Investments, LLC194$8.26K
Financial Management Professionals, Inc.189$8.05K
Hanson & Doremus Investment Management196$8.00K
Salomon & Ludwin, LLC186$7.81K
Main Street Group, LTD120$5.12K
Marshall & Sterling Wealth Advisors Inc.120$5.11K
Private Wealth Management Group, LLC84$3.58K
GPS Wealth Strategies Group, LLC77$3.28K
Halbert Hargrove Global Advisors, LLC65$2.77K
Bare Financial Services, Inc65$2.77K
Ogorek Anthony Joseph66$2.00K
Marquette Asset Management, LLC44$1.87K
Tortoise Investment Management, LLC25$1.06K
South State Corp.24$1.02K
Quest 10 Wealth Builders, Inc.24$1.02K
Cloud Capital Management, LLC43$1.00K
Trifecta Capital Advisors, LLC23$980
Sunbelt Securities, Inc.23$979
Wealth Watch Advisors, INC16$681
DecisionPoint Financial, LLC15$640
AdvisorNet Financial, Inc13$553
Strengthening Families & Communities, LLC8$347
United Community Bank8$341
Davis Capital Management5$213
Highline Wealth Partners LLC3$128
Capital Advisors, Ltd. LLC7$0
Summit Wealth Group LLC686–

Not filed for Q4 2025 yet (11)

Institutions that held Smurfit Westrock plc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SW in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
CIBC Bancorp USA Inc.318,720$13.6M
Point72 Hong Kong Ltd26,747$1.14M
Nekton Capital Ltd.24,146$1.03M
Fullcircle Wealth LLC16,965$616.0K
Synovus Financial Corp4,803$204.5K
Point72 Europe (London) LLP3,774$160.7K
AXA Investment Managers S.A.2,569$109.4K
Abich Financial Wealth Management LLC272$11.6K
Hemington Wealth Management247$10.0K
Binnacle Investments Inc79$3.36K
Texas Capital Bancshares Inc13$553