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
- 460.3M
- +6.49M (+1.4%) vs. Q3 2025
- Total value
- $17.8B
- −$1.49B (−7.7%) vs. Q3 2025
- New holders
- 93
- 220 more added
- Sold out
- 88
- 222 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 | $19.3B |
| 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, 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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 0 | $10 | 0.00% | 0 | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $116 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4 | $155 | 0.00% | −62−93.9% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $155 | 0.00% | −9−69.2% | Reduced |
| NVWM, LLC | 5 | $193 | 0.00% | +5 | New |
| Trust Co of Toledo NA | 6 | $232 | 0.00% | −2−25.0% | Reduced |
| Wealth Preservation Advisors, LLC | 6 | $232 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $271 | 0.00% | −12−63.2% | Reduced |
| HFM Investment Advisors, LLC | 7 | $271 | 0.00% | −6−46.2% | Reduced |
| Activest Wealth Management | 10 | $387 | 0.00% | −47−82.5% | Reduced |
| Quaker Wealth Management, LLC | 10 | $387 | 0.00% | −2−16.7% | Reduced |
| Whipplewood Advisors, LLC | 10 | $387 | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 12 | $464 | 0.00% | +12 | New |
| Central Trust Co | 12 | $465 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $503 | 0.00% | −70−84.3% | Reduced |
| Rialto Wealth Management, LLC | 13 | $503 | 0.00% | −61−82.4% | Reduced |
| American Capital Advisory, LLC | 13 | $503 | 0.00% | −1−7.1% | Reduced |
| Valued Wealth Advisors LLC | 13 | $503 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 15 | $572 | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 15 | $580 | 0.00% | −550−97.3% | Reduced |
| Quadrant Capital Group LLC | 15 | $581 | 0.00% | −1,409−98.9% | Reduced |
| Bell Investment Advisors, Inc | 15 | $581 | 0.00% | −59−79.7% | Reduced |
| CVA Family Office, LLC | 16 | $619 | 0.00% | −131−89.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 18 | $696 | 0.00% | −1−5.3% | Reduced |
| ZRC Wealth Management, LLC | 18 | $697 | 0.00% | −3−14.3% | Reduced |
| First Command Advisory Services, Inc. | 19 | $735 | 0.00% | +19 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $774 | 0.00% | −260−92.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $851 | 0.00% | −2−8.3% | Reduced |
| Boyd Watterson Asset Management LLC | 23 | $889 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $967 | 0.00% | +25 | New |
| Avion Wealth | 40 | $1.00K | 0.00% | −9−18.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $1.16K | 0.00% | −15−33.3% | Reduced |
| Turning Point Benefit Group, Inc. | 30 | $1.16K | 0.00% | +30 | New |
| Groupe la Francaise | 36 | $1.21K | 0.00% | −43,312−99.9% | Reduced |
| Clayton Financial Group LLC | 32 | $1.24K | 0.00% | +32 | New |
| Key Capital Management, INC | 35 | $1.35K | 0.00% | +35 | New |
| ORG Partners LLC | 37 | $1.43K | 0.00% | −38−50.7% | Reduced |
| Horizon Financial Services, LLC | 37 | $1.43K | 0.00% | −79−68.1% | Reduced |
| Aspect Partners, LLC | 38 | $1.47K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 40 | $1.55K | 0.00% | −65−61.9% | Reduced |
| Addison Advisors LLC | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $1.57K | 0.00% | −77−67.5% | Reduced |
| Sunrise Financial Services, LLC | 42 | $1.62K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 44 | $1.70K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 47 | $1.83K | 0.00% | +47 | New |
| Keating Financial Advisory Services, Inc. | 50 | $1.93K | 0.00% | +50 | New |
| Signature Equity Partners, LLC | 53 | $2.05K | 0.00% | +53 | New |
| Fortitude Family Office, LLC | 54 | $2.09K | 0.00% | +4+8.0% | Added |
| Maseco LLP | 56 | $2.16K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 59 | $2.28K | 0.00% | −33−35.9% | Reduced |
| DT Investment Partners, LLC | 60 | $2.32K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 62 | $2.40K | 0.00% | −244−79.7% | Reduced |
| Hilton Head Capital Partners, LLC | 66 | $2.55K | 0.00% | +66 | New |
| MV Capital Management, Inc. | 71 | $2.75K | 0.00% | −94−57.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 84 | $3.25K | 0.00% | +18+27.3% | Added |
| Cullen/Frost Bankers, Inc. | 85 | $3.28K | 0.00% | −9−9.6% | Reduced |
| Abound Wealth Management | 85 | $3.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 86 | $3.33K | 0.00% | +13+17.8% | Added |
| Private Trust Co NA | 97 | $3.75K | 0.00% | +37+61.7% | Added |
| JFS Wealth Advisors, LLC | 98 | $3.79K | 0.00% | +59+151.3% | Added |
| Colonial Trust Co | 99 | $3.84K | 0.00% | −7−6.6% | Reduced |
| Quarry LP | 108 | $4.18K | 0.00% | −1,054−90.7% | Reduced |
| St. Johns Investment Management Company, LLC | 110 | $4.25K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 112 | $4.33K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 113 | $4.37K | 0.00% | +113 | New |
| Key Financial Inc | 117 | $4.52K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 117 | $4.54K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 140 | $5.41K | 0.00% | +140 | New |
| SJS Investment Consulting Inc. | 148 | $5.72K | 0.00% | +127+604.8% | Added |
| Delta Asset Management LLC | 150 | $5.80K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 161 | $6.00K | 0.00% | −104−39.2% | Reduced |
| Eastern Bank | 156 | $6.03K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 171 | $6.61K | 0.01% | +171 | New |
| Westfuller Advisors, LLC | 172 | $6.64K | 0.00% | −235−57.7% | Reduced |
| Spire Wealth Management | 185 | $7.15K | 0.00% | −455−71.1% | Reduced |
| WPG Advisers, LLC | 189 | $7.31K | 0.01% | +103+119.8% | Added |
| Atlantic Union Bankshares Corp | 190 | $7.35K | 0.00% | −312−62.2% | Reduced |
| SBI Securities Co., Ltd. | 204 | $7.89K | 0.00% | −254−55.5% | Reduced |
| Larson Financial Group LLC | 213 | $8.24K | 0.00% | +76+55.5% | Added |
| Umb Bank N A | 220 | $8.51K | 0.00% | −67−23.3% | Reduced |
| Financial Perspectives, Inc | 224 | $8.66K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 234 | $9.05K | 0.00% | −94−28.7% | Reduced |
| Meeder Asset Management Inc | 247 | $9.55K | 0.00% | +246+24,600.0% | Added |
| Smallwood Wealth Investment Management, LLC | 248 | $9.59K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 266 | $10.3K | 0.00% | +266 | New |
| Root Financial Partners, LLC | 267 | $10.3K | 0.00% | −509−65.6% | Reduced |
| Rothschild Investment LLC | 267 | $10.3K | 0.00% | +234+709.1% | Added |
| Harbour Investments, Inc. | 286 | $11.1K | 0.00% | +218+320.6% | Added |
| Pinnacle Bancorp, Inc. | 297 | $11.5K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 300 | $11.6K | 0.00% | +300 | New |
| Caitong International Asset Management Co., Ltd | 308 | $11.9K | 0.00% | +288+1,440.0% | Added |
| Signaturefd, LLC | 310 | $12.0K | 0.00% | −1,437−82.3% | Reduced |
| Farmers & Merchants Investments Inc | 313 | $12.1K | 0.00% | +90+40.4% | Added |
| Raiffeisen Bank International AG | 333 | $12.9K | 0.00% | −30,237−98.9% | Reduced |
| Parkside Financial Bank & Trust | 347 | $13.4K | 0.00% | +107+44.6% | Added |
| State of Wyoming | 352 | $13.6K | 0.00% | −116−24.8% | Reduced |
| NBT Bank N A | 39 | $13.8K | 0.00% | −4−9.3% | Reduced |
| Optima Capital LLC | 360 | $13.9K | 0.01% | +360 | New |