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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 381 | $14.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 465 | $18.0K | 0.00% | +13+2.9% | Added |
| Armstrong Advisory Group, Inc | 471 | $18.2K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 498 | $19.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 520 | $20.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 535 | $20.7K | 0.00% | +67+14.3% | Added |
| CIBC Private Wealth Group, LLC | 549 | $21.2K | 0.00% | +76+16.1% | Added |
| Cromwell Holdings LLC | 550 | $21.3K | 0.01% | −6−1.1% | Reduced |
| Essential Partners LLC | 575 | $22.2K | 0.01% | +424+280.8% | Added |
| GWM Advisors LLC | 603 | $23.3K | 0.00% | −186−23.6% | Reduced |
| TD Waterhouse Canada Inc. | 640 | $24.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 672 | $26.0K | 0.00% | −563−45.6% | Reduced |
| TSFG, LLC | 672 | $26.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 675 | $26.1K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 699 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 712 | $27.5K | 0.02% | 00.0% | Unchanged |
| DV Equities, LLC | 725 | $28.0K | 0.01% | +725 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 733 | $28.3K | 0.00% | +733 | New |
| IMA Wealth, Inc. | 744 | $28.8K | 0.00% | +87+13.2% | Added |
| Bryn Mawr Trust Co | 764 | $29.5K | 0.00% | −27−3.4% | Reduced |
| Clear Street Markets LLC | 776 | $30.0K | 0.01% | −125−13.9% | Reduced |
| Rexford Capital Inc | 800 | $30.9K | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 809 | $31.3K | 0.00% | +809 | New |
| Onefund, LLC | 814 | $31.5K | 0.02% | +103+14.5% | Added |
| Parallel Advisors, LLC | 815 | $31.5K | 0.00% | −591−42.0% | Reduced |
| McMillan Office, Inc. | 911 | $35.2K | 0.00% | +911 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $35.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,000 | $38.7K | 0.00% | −1,187−54.3% | Reduced |
| DV Trading LLC | 1,000 | $38.7K | 0.00% | +1,000 | New |
| Huntington National Bank | 1,017 | $39.3K | 0.00% | −770−43.1% | Reduced |
| Versant Capital Management, Inc | 1,042 | $40.3K | 0.01% | −2,351−69.3% | Reduced |
| Ancora Advisors, LLC | 1,047 | $40.5K | 0.00% | +593+130.6% | Added |
| Sentry Investment Management LLC | 1,110 | $43.0K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,196 | $46.3K | 0.00% | +65+5.7% | Added |
| Clearstead Advisors, LLC | 1,327 | $51.3K | 0.00% | +927+231.8% | Added |
| BFSG, LLC | 1,415 | $54.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,533 | $59.3K | 0.00% | −309−16.8% | Reduced |
| EFG International AG | 1,565 | $60.5K | 0.00% | +1,565 | New |
| SageView Advisory Group, LLC | 1,599 | $61.8K | 0.00% | +1,599 | New |
| Bessemer Group Inc | 1,661 | $64.0K | 0.00% | +73+4.6% | Added |
| McIlrath & Eck, LLC | 2,027 | $78.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,054 | $79.4K | 0.00% | +215+11.7% | Added |
| Assetmark, Inc | 2,081 | $80.5K | 0.00% | −219−9.5% | Reduced |
| Farther Finance Advisors, LLC | 2,163 | $83.6K | 0.00% | +434+25.1% | Added |
| Fideuram Asset Management (Ireland) dac | 1,566 | $84.4K | 0.01% | +1,566 | New |
| Allworth Financial LP | 2,214 | $85.6K | 0.00% | +77+3.6% | Added |
| Covestor Ltd | 2,260 | $87.0K | 0.05% | +766+51.3% | Added |
| Siemens Fonds Invest GmbH | 3,181 | $91.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,447 | $94.6K | 0.00% | −113−4.4% | Reduced |
| Hartford Financial Management Inc. | 2,605 | $100.7K | 0.03% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,617 | $101.2K | 0.01% | −200−7.1% | Reduced |
| Richardson Financial Services Inc. | 2,650 | $102.5K | 0.06% | +2,650 | New |
| Brown Brothers Harriman & Co | 2,658 | $102.8K | 0.00% | +1,715+181.9% | Added |
| Wexford Capital LP | 2,689 | $104.0K | 0.03% | +2,689 | New |
| Bank & Trust Co | 2,702 | $104.5K | 0.07% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,715 | $105.0K | 0.01% | −85−3.0% | Reduced |
| Cary Street Partners Financial LLC | 2,740 | $106.0K | 0.00% | −414−13.1% | Reduced |
| Smartleaf Asset Management LLC | 2,732 | $106.1K | 0.00% | +411+17.7% | Added |
| Penserra Capital Management LLC | 2,815 | $108.0K | 0.00% | −26−0.9% | Reduced |
| Geneos Wealth Management Inc. | 3,170 | $122.6K | 0.00% | −23−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,283 | $127.0K | 0.00% | +2,343+249.3% | Added |
| Citizens National Bank Trust Department | 3,290 | $127.2K | 0.02% | −1,400−29.9% | Reduced |
| Zions Bancorporation, National Association | 3,441 | $133.1K | 0.01% | +3,191+1,276.4% | Added |
| FNY Investment Advisers, LLC | 3,500 | $135.0K | 0.04% | +1,500+75.0% | Added |
| Jones Financial Companies LLLP | 3,590 | $138.8K | 0.00% | +298+9.1% | Added |
| Cary Street Partner Investment Advisory LLC | 3,797 | $146.8K | 0.04% | −383−9.2% | Reduced |
| CX Institutional | 3,889 | $150.0K | 0.00% | +1,030+36.0% | Added |
| Ostrum Asset Management | 3,934 | $152.1K | 0.01% | −1,304−24.9% | Reduced |
| GAMMA Investing LLC | 4,047 | $156.5K | 0.01% | −2,358−36.8% | Reduced |
| CWM, LLC | 4,212 | $163.0K | 0.00% | −3,921−48.2% | Reduced |
| New Age Alpha Advisors, LLC | 4,326 | $167.3K | 0.01% | −4,752−52.3% | Reduced |
| Kestra Advisory Services, LLC | 4,594 | $177.6K | 0.00% | −1,301−22.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,710 | $182.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,903 | $189.6K | 0.00% | −4,398−47.3% | Reduced |
| Paradigm Financial Partners, LLC | 5,215 | $201.7K | 0.02% | +5,215 | New |
| Lazard Asset Management LLC | 5,266 | $203.6K | 0.00% | −17,136−76.5% | Reduced |
| GTS Securities LLC | 5,279 | $204.1K | 0.01% | +5,279 | New |
| Mach-1 Financial Group, Inc. | 5,289 | $204.5K | 0.04% | +5,289 | New |
| Harbor Advisors LLC | 5,315 | $205.5K | 0.03% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 5,348 | $206.8K | 0.00% | +5,348 | New |
| Regions Financial Corp | 5,388 | $208.4K | 0.00% | −921−14.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,393 | $208.6K | 0.00% | −389−6.7% | Reduced |
| Independent Financial Group, LLC | 5,499 | $212.6K | 0.00% | 00.0% | Unchanged |
| Avise Financial Cooperative, Inc. | 5,542 | $214.3K | 0.19% | +5,542 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,568 | $215.3K | 0.02% | +5,568 | New |
| Avanza Fonder AB | 5,617 | $217.2K | 0.01% | +5,617 | New |
| Pinnacle Financial Partners, Inc. | 5,653 | $218.6K | 0.00% | +5,653 | New |
| Southern Financial Group, LLC | 5,754 | $222.5K | 0.06% | +5,754 | New |
| Ossiam | 5,769 | $223.1K | 0.00% | −32,576−85.0% | Reduced |
| Hibernia Wealth Partners, LLC | 5,832 | $225.5K | 0.07% | +5,832 | New |
| EverSource Wealth Advisors, LLC | 6,030 | $233.2K | 0.01% | +205+3.5% | Added |
| Patton Fund Management, Inc. | 6,101 | $235.9K | 0.03% | +886+17.0% | Added |
| Wealthspire Advisors, LLC | 6,101 | $235.9K | 0.00% | +1,836+43.0% | Added |
| Stephens Inc | 6,202 | $239.8K | 0.00% | +624+11.2% | Added |
| Jain Global LLC | 6,692 | $258.8K | 0.00% | +6,692 | New |
| Prestige Wealth Management Group LLC | 6,704 | $259.2K | 0.05% | +6,695+74,388.9% | Added |
| CAPROCK Group, Inc. | 6,810 | $263.3K | 0.01% | +6,810 | New |
| Patten Group, Inc. | 7,029 | $271.8K | 0.05% | −940−11.8% | Reduced |
| Chicago Capital, LLC | 7,075 | $273.6K | 0.01% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 7,152 | $276.6K | 0.17% | +245+3.5% | Added |