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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 7,207 | $278.7K | 0.12% | −100−1.4% | Reduced |
| Pflug Koory, LLC | 7,292 | $282.0K | 0.13% | −300−4.0% | Reduced |
| Empirical Finance, LLC | 7,342 | $283.9K | 0.01% | −471−6.0% | Reduced |
| Creative Planning | 7,352 | $284.3K | 0.00% | +270+3.8% | Added |
| United Capital Financial Advisers, LLC | 7,428 | $287.2K | 0.00% | +1,902+34.4% | Added |
| Diligent Investors, LLC | 7,540 | $291.6K | 0.07% | −5,327−41.4% | Reduced |
| Capital International Inc | 7,797 | $301.5K | 0.00% | −958−10.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,800 | $301.6K | 0.00% | +800+11.4% | Added |
| Balyasny Asset Management LLC | 7,815 | $302.2K | 0.00% | +7,815 | New |
| Global Retirement Partners, LLC | 8,025 | $310.3K | 0.01% | +6,269+357.0% | Added |
| D. E. Shaw & Co., Inc. | 8,116 | $313.8K | 0.00% | +8,116 | New |
| TCW Group Inc | 8,124 | $314.2K | 0.00% | +8,124 | New |
| Kimelman & Baird, LLC | 8,250 | $319.0K | 0.02% | −2,000−19.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,333 | $322.2K | 0.00% | −8,140−49.4% | Reduced |
| Old National Bancorp | 8,441 | $326.4K | 0.01% | +1,525+22.1% | Added |
| Moors & Cabot, Inc. | 8,470 | $327.5K | 0.01% | −1,252−12.9% | Reduced |
| Berkeley Capital Partners, LLC | 8,736 | $337.8K | 0.08% | −12,074−58.0% | Reduced |
| Atomi Financial Group, Inc. | 8,739 | $338.0K | 0.01% | +1,521+21.1% | Added |
| Flagship Harbor Advisors, LLC | 8,825 | $341.3K | 0.02% | +8,825 | New |
| US Bancorp | 9,018 | $348.7K | 0.00% | −2,892−24.3% | Reduced |
| Nomura Holdings Inc | 9,267 | $358.4K | 0.00% | −3,273−26.1% | Reduced |
| CI Private Wealth, LLC | 9,308 | $359.5K | 0.00% | +2,368+34.1% | Added |
| Legacy Wealth Asset Management, LLC | 9,586 | $370.7K | 0.09% | −4,015−29.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,723 | $372.0K | 0.00% | +9,723 | New |
| AMG National Trust Bank | 9,623 | $372.1K | 0.01% | +3,561+58.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,607 | $373.4K | 0.00% | +2,117+28.3% | Added |
| Wealthfront Advisers LLC | 9,744 | $376.8K | 0.00% | +2,650+37.4% | Added |
| Schonfeld Strategic Advisors LLC | 9,839 | $380.5K | 0.00% | +9,839 | New |
| QRG Capital Management, Inc. | 10,219 | $395.2K | 0.00% | −2,149−17.4% | Reduced |
| Vestcor Inc | 10,257 | $397.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,784 | $417.0K | 0.00% | +3,071+39.8% | Added |
| Omers Administration Corp | 10,867 | $420.2K | 0.00% | −14,200−56.6% | Reduced |
| Sequoia Financial Advisors, LLC | 10,951 | $423.5K | 0.00% | +4,603+72.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,048 | $427.2K | 0.24% | +11,048 | New |
| M&T Bank Corp | 11,282 | $436.5K | 0.00% | +5,507+95.4% | Added |
| Prosperity Consulting Group, LLC | 11,463 | $443.3K | 0.02% | +11,463 | New |
| Citizens Financial Group Inc | 11,627 | $449.6K | 0.01% | −131−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 11,886 | $459.6K | 0.01% | +1,079+10.0% | Added |
| Valeo Financial Advisors, LLC | 11,988 | $463.6K | 0.01% | −5,414−31.1% | Reduced |
| Mirabella Financial Services LLP | 12,027 | $465.1K | 0.04% | +12,027 | New |
| Axq Capital, LP | 12,146 | $469.7K | 0.11% | +12,146 | New |
| Recurrent Investment Advisors LLC | 12,221 | $472.6K | 0.03% | +12,221 | New |
| Old Mission Capital LLC | 12,231 | $473.0K | 0.02% | +6,960+132.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,300 | $475.6K | 0.00% | +1,400+12.8% | Added |
| Northwestern Mutual Wealth Management Co | 12,414 | $480.1K | 0.00% | +2,672+27.4% | Added |
| Centennial Wealth Advisory LLC | 12,470 | $482.2K | 0.13% | +468+3.9% | Added |
| Evergreen Capital Management LLC | 12,471 | $482.3K | 0.01% | +12,471 | New |
| ExodusPoint Capital Management, LP | 12,671 | $490.0K | 0.01% | −64,436−83.6% | Reduced |
| MML Investors Services, LLC | 12,779 | $494.2K | 0.00% | +4,885+61.9% | Added |
| Profund Advisors LLC | 12,870 | $497.7K | 0.02% | −82−0.6% | Reduced |
| XTX Topco Ltd | 13,295 | $514.1K | 0.01% | −6,053−31.3% | Reduced |
| 626 Financial, LLC | 13,555 | $524.2K | 0.23% | −1,793−11.7% | Reduced |
| Prelude Capital Management, LLC | 13,602 | $526.0K | 0.04% | +13,602 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 13,710 | $530.2K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 13,712 | $530.2K | 0.06% | +1,169+9.3% | Added |
| Wahed Invest LLC | 13,721 | $530.6K | 0.07% | +221+1.6% | Added |
| Squarepoint Ops LLC | 13,916 | $538.1K | 0.00% | −11−0.1% | Reduced |
| MUFG Securities Americas Inc. | 14,068 | $544.0K | 0.03% | −12−0.1% | Reduced |
| Park Avenue Securities LLC | 14,123 | $546.0K | 0.00% | +7,995+130.5% | Added |
| Capital Group Private Client Services, Inc. | 14,177 | $548.2K | 0.01% | −2,515−15.1% | Reduced |
| Securian Asset Management, Inc | 14,199 | $549.1K | 0.02% | −11,015−43.7% | Reduced |
| Forum Financial Management, LP | 14,265 | $551.6K | 0.01% | +249+1.8% | Added |
| Weatherly Asset Management L. P. | 14,265 | $551.6K | 0.04% | −2,102−12.8% | Reduced |
| Marathon Trading Investment Management LLC | 14,628 | $565.7K | 0.07% | +14,628 | New |
| Merit Financial Group, LLC | 14,719 | $569.2K | 0.00% | +1,201+8.9% | Added |
| Truist Financial Corp | 15,903 | $615.0K | 0.00% | −1,677−9.5% | Reduced |
| WBI Investments | 15,958 | $617.1K | 0.16% | +15,958 | New |
| Icon Wealth Advisors, LLC | 16,052 | $620.7K | 0.04% | +80.0% | Added |
| Ronald Blue Trust, Inc. | 16,262 | $628.9K | 0.01% | −4,617−22.1% | Reduced |
| Perpetual Ltd | 16,288 | $629.9K | 0.01% | +9,239+131.1% | Added |
| Federation des caisses Desjardins du Quebec | 16,364 | $632.8K | 0.00% | +1,075+7.0% | Added |
| Burney Co | 16,797 | $649.6K | 0.02% | −1,524−8.3% | Reduced |
| Callan Family Office, LLC | 16,946 | $655.3K | 0.01% | +16,946 | New |
| Ascent Group, LLC | 16,977 | $656.5K | 0.02% | +11,734+223.8% | Added |
| Sapience Investments, LLC | 17,101 | $661.3K | 2.50% | +5,310+45.0% | Added |
| Jump Financial, LLC | 17,206 | $665.4K | 0.01% | +5,000+41.0% | Added |
| Teacher Retirement System of Texas | 17,270 | $667.8K | 0.00% | −51,116−74.7% | Reduced |
| GeoWealth Management, LLC | 17,323 | $669.9K | 0.02% | +11,046+176.0% | Added |
| Qsemble Capital Management, LP | 17,467 | $675.4K | 0.06% | +17,467 | New |
| Catalytic Wealth RIA, LLC | 17,526 | $677.7K | 0.02% | +1,035+6.3% | Added |
| Everence Capital Management Inc | 17,810 | $689.0K | 0.04% | 00.0% | Unchanged |
| North Dakota State Investment Board | 17,866 | $690.9K | 0.03% | +17,866 | New |
| Wolverine Asset Management LLC | 18,000 | $696.1K | 0.01% | +18,000 | New |
| Janney Montgomery Scott LLC | 18,086 | $699.0K | 0.00% | +1,997+12.4% | Added |
| Paradigm Capital Management Inc | 18,180 | $703.0K | 0.03% | −20,000−52.4% | Reduced |
| Summit Trail Advisors, LLC | 18,196 | $703.6K | 0.01% | +3,574+24.4% | Added |
| Miracle Mile Advisors, LLC | 18,231 | $705.0K | 0.01% | +141+0.8% | Added |
| Moody National Bank Trust Division | 18,303 | $707.8K | 0.07% | +3,485+23.5% | Added |
| JustInvest LLC | 18,463 | $714.0K | 0.01% | −4,619−20.0% | Reduced |
| Neuberger Berman Group LLC | 18,467 | $714.1K | 0.00% | −10,764−36.8% | Reduced |
| Ethic Inc. | 18,576 | $718.3K | 0.01% | −8,444−31.3% | Reduced |
| Advisor Group Holdings, Inc. | 18,751 | $725.4K | 0.00% | −16,051−46.1% | Reduced |
| Atria Investments LLC | 19,015 | $735.3K | 0.01% | −5,174−21.4% | Reduced |
| Crossmark Global Holdings, Inc. | 19,531 | $755.3K | 0.01% | +4,900+33.5% | Added |
| Parkside Investments, LLC | 20,000 | $773.4K | 0.10% | +20,000 | New |
| Mariner, LLC | 20,255 | $783.1K | 0.00% | −11,651−36.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,382 | $788.0K | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 20,443 | $790.5K | 0.02% | +9,869+93.3% | Added |
| Assenagon Asset Management S.A. | 20,583 | $795.9K | 0.00% | +3,374+19.6% | Added |
| Bright Futures Wealth Management, LLC. | 20,624 | $797.5K | 0.59% | +20,624 | New |