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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 20,643 | $798.3K | 0.00% | −26−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 20,840 | $805.9K | 0.00% | −122−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,950 | $810.1K | 0.03% | +616+3.0% | Added |
| MUFG Securities EMEA plc | 21,429 | $828.7K | 0.01% | +11,435+114.4% | Added |
| Allspring Global Investments Holdings, LLC | 21,137 | $837.0K | 0.00% | −634−2.9% | Reduced |
| Mercer Global Advisors Inc | 22,148 | $856.5K | 0.00% | +2,715+14.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,160 | $857.0K | 0.00% | +1,739+8.5% | Added |
| NewEdge Wealth, LLC | 22,219 | $859.2K | 0.01% | +4,157+23.0% | Added |
| Abacus Planning Group, Inc. | 23,066 | $892.0K | 0.12% | −17−0.1% | Reduced |
| Trium Capital LLP | 23,124 | $894.2K | 0.70% | +23,124 | New |
| Tounjian Advisory Partners, LLC | 23,542 | $910.4K | 0.31% | +1,030+4.6% | Added |
| Howard Capital Management Inc. | 23,883 | $923.5K | 0.01% | +23,883 | New |
| New Mexico Educational Retirement Board | 23,985 | $927.0K | 0.03% | +1,600+7.1% | Added |
| Banque Cantonale Vaudoise | 24,360 | $942.0K | 0.03% | −220−0.9% | Reduced |
| Edentree Asset Management Ltd | 25,000 | $966.8K | 0.30% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 25,321 | $979.2K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,344 | $980.1K | 0.00% | +2,827+12.6% | Added |
| Redmond Asset Management, LLC | 25,454 | $984.3K | 0.25% | +66+0.3% | Added |
| Robeco Institutional Asset Management B.V. | 25,682 | $993.1K | 0.00% | −9,450−26.9% | Reduced |
| J. Safra Sarasin Holding AG | 25,836 | $999.1K | 0.02% | +25,836 | New |
| Louisiana State Employees Retirement System | 26,700 | $1.03M | 0.02% | −700−2.6% | Reduced |
| Wharton Business Group, LLC | 26,742 | $1.03M | 0.04% | −17,830−40.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 26,853 | $1.04M | 0.04% | +13,682+103.9% | Added |
| La Banque Postale Asset Management SA | 28,054 | $1.08M | 0.01% | −147,205−84.0% | Reduced |
| Readystate Asset Management LP | 28,100 | $1.09M | 0.05% | +28,100 | New |
| Guggenheim Capital LLC | 28,236 | $1.09M | 0.01% | −9,027−24.2% | Reduced |
| ABN AMRO Bank N.V. | 28,429 | $1.09M | 0.01% | −13,575−32.3% | Reduced |
| Toroso Investments, LLC | 29,749 | $1.15M | 0.00% | +13,113+78.8% | Added |
| Norinchukin Bank, The | 29,821 | $1.15M | 0.01% | +2,153+7.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,284 | $1.21M | 0.00% | +8,558+37.7% | Added |
| Greenwood Capital Associates LLC | 31,547 | $1.22M | 0.13% | +2,467+8.5% | Added |
| Investors Research Corp | 31,820 | $1.23M | 0.23% | −11,956−27.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 32,176 | $1.24M | 0.00% | +17+0.1% | Added |
| Kentucky Retirement Systems | 32,709 | $1.26M | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 32,768 | $1.27M | 0.00% | +20,198+160.7% | Added |
| Turim 21 Investimentos Ltda. | 14,705 | $1.30M | 0.50% | +3,789+34.7% | Added |
| Empowered Funds, LLC | 34,184 | $1.32M | 0.02% | +21,711+174.1% | Added |
| Captrust Financial Advisors | 34,577 | $1.34M | 0.00% | +15,871+84.8% | Added |
| Mizuho Securities USA LLC | 38,022 | $1.36M | 0.02% | −60.0% | Reduced |
| Westwood Holdings Group Inc. | 36,022 | $1.39M | 0.01% | +4,902+15.8% | Added |
| Mainstay Capital Management LLC | 36,122 | $1.40M | 0.11% | −2,753−7.1% | Reduced |
| NEOS Investment Management LLC | 36,527 | $1.41M | 0.01% | +8,364+29.7% | Added |
| Board of the Pension Protection Fund | 36,900 | $1.43M | 1.36% | +36,900 | New |
| Fruth Investment Management | 37,322 | $1.44M | 0.39% | −200−0.5% | Reduced |
| Allstate Corp | 37,542 | $1.45M | 0.02% | +19,368+106.6% | Added |
| Polianta Ltd | 37,600 | $1.45M | 0.19% | +37,600 | New |
| Stance Capital LLC | 38,873 | $1.50M | 0.55% | +38,873 | New |
| Commonwealth Equity Services, LLC | 39,556 | $1.53M | 0.00% | −14,837−27.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 40,195 | $1.55M | 0.09% | +40,195 | New |
| Federated Hermes, Inc. | 40,649 | $1.57M | 0.00% | −38,048−48.3% | Reduced |
| Adams Natural Resources Fund, Inc. | 41,300 | $1.60M | 0.24% | 00.0% | Unchanged |
| Walnut Level Capital LLC | 41,813 | $1.62M | 1.29% | +41,813 | New |
| Pinnacle Associates Ltd | 42,638 | $1.65M | 0.02% | +4,100+10.6% | Added |
| Investment Management Corp of Ontario | 42,748 | $1.65M | 0.02% | +18,308+74.9% | Added |
| Winton Group Ltd | 43,126 | $1.67M | 0.06% | −58,350−57.5% | Reduced |
| Rafferty Asset Management, LLC | 43,732 | $1.69M | 0.01% | −767−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 44,063 | $1.70M | 0.00% | −14,405−24.6% | Reduced |
| Macquarie Group Ltd | 44,182 | $1.71M | 0.01% | −2,255−4.9% | Reduced |
| Swedbank AB | 44,304 | $1.71M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 45,084 | $1.74M | 0.00% | −5,282−10.5% | Reduced |
| Cerity Partners LLC | 46,108 | $1.78M | 0.00% | +16,397+55.2% | Added |
| Sterling Capital Management LLC | 47,097 | $1.82M | 0.03% | +8,229+21.2% | Added |
| Alpha Omega Wealth Management LLC | 49,064 | $1.90M | 0.31% | −36,945−43.0% | Reduced |
| Cetera Investment Advisers | 50,322 | $1.95M | 0.00% | +21,230+73.0% | Added |
| AustralianSuper Pty Ltd | 50,602 | $1.96M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 52,075 | $2.01M | 0.02% | −4,995−8.8% | Reduced |
| Public Employees Retirement Association of Colorado | 52,316 | $2.02M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 52,866 | $2.04M | 0.00% | −33,356−38.7% | Reduced |
| Stifel Financial Corp | 53,417 | $2.07M | 0.00% | +18,892+54.7% | Added |
| Mutual of America Capital Management LLC | 56,055 | $2.17M | 0.02% | −532−0.9% | Reduced |
| Jane Street Group, LLC | 56,332 | $2.18M | 0.00% | −51,895−48.0% | Reduced |
| Pacer Advisors, Inc. | 58,130 | $2.25M | 0.01% | −1,803,505−96.9% | Reduced |
| Diversified Trust Co | 59,132 | $2.29M | 0.04% | +33,966+135.0% | Added |
| Oregon Public Employees Retirement Fund | 59,745 | $2.31M | 0.03% | +100+0.2% | Added |
| Davenport & Co LLC | 59,954 | $2.32M | 0.01% | +2,830+5.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 61,496 | $2.38M | 0.00% | +13,198+27.3% | Added |
| Yousif Capital Management, LLC | 58,085 | $2.38M | 0.03% | −3,288−5.4% | Reduced |
| SWS Partners | 61,812 | $2.39M | 0.58% | −5,127−7.7% | Reduced |
| BIP Wealth, LLC | 62,379 | $2.41M | 0.09% | +62,379 | New |
| Agman Capital LLC | 63,137 | $2.44M | 2.08% | +63,137 | New |
| STRS Ohio | 63,380 | $2.45M | 0.01% | +50,922+408.7% | Added |
| Vestmark Advisory Solutions, Inc. | 66,465 | $2.57M | 0.03% | +59,450+847.5% | Added |
| Public Sector Pension Investment Board | 67,894 | $2.63M | 0.01% | +22,543+49.7% | Added |
| Tredje AP-fonden | 68,132 | $2.63M | 0.02% | −359,325−84.1% | Reduced |
| Worldquant Millennium Advisors LLC | 71,111 | $2.75M | 0.01% | −134,474−65.4% | Reduced |
| Manning & Napier Advisors LLC | 71,634 | $2.78M | 0.04% | −7,918−10.0% | Reduced |
| CIBC World Markets Corp | 72,638 | $2.81M | 0.01% | +72,638 | New |
| Beverly Hills Private Wealth, LLC | 74,876 | $2.90M | 0.50% | −13,859−15.6% | Reduced |
| Pictet & Cie (Europe) SA | 76,271 | $2.95M | 0.06% | +10,422+15.8% | Added |
| Rathbone Brothers plc | 77,510 | $3.00M | 0.01% | −5,140−6.2% | Reduced |
| Sage Capital Advisors,llc | 78,442 | $3.03M | 0.72% | −917−1.2% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 78,968 | $3.05M | 0.99% | −7,239−8.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 79,281 | $3.07M | 0.03% | −4,544−5.4% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 79,700 | $3.08M | 0.21% | +79,700 | New |
| Ci Investments Inc. | 82,239 | $3.18M | 0.01% | −481−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 83,278 | $3.22M | 0.01% | −74,792−47.3% | Reduced |
| Covalis Capital LLP | 85,142 | $3.29M | 0.26% | −8,793−9.4% | Reduced |
| Utah Retirement Systems | 85,152 | $3.29M | 0.03% | 00.0% | Unchanged |
| APG Asset Management N.V. | 102,126 | $3.36M | 0.01% | +21,742+27.0% | Added |
| Colony Group, LLC | 86,831 | $3.39M | 0.00% | +76,368+729.9% | Added |