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 |
|---|---|---|---|---|---|
| SIH Partners, LLLP | 88,972 | $3.44M | 0.20% | −40,913−31.5% | Reduced |
| Metis Global Partners, LLC | 89,589 | $3.46M | 0.08% | +14,547+19.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 90,679 | $3.51M | 0.01% | +19,788+27.9% | Added |
| Xponance, Inc. | 90,887 | $3.51M | 0.03% | +18,060+24.8% | Added |
| Danske Bank A/S | 90,988 | $3.52M | 0.01% | +8,900+10.8% | Added |
| British Columbia Investment Management Corp | 92,480 | $3.58M | 0.02% | +17,457+23.3% | Added |
| IFM Investors Pty Ltd | 92,936 | $3.59M | 0.03% | +92,936 | New |
| Dark Forest Capital Management LP | 93,658 | $3.62M | 0.17% | +74,367+385.5% | Added |
| Advisors Preferred, LLC | 91,522 | $3.62M | 0.59% | +91,522 | New |
| Verition Fund Management LLC | 93,960 | $3.63M | 0.02% | +35,737+61.4% | Added |
| Old North State Wealth Management, LLC | 94,582 | $3.66M | 1.72% | +13,935+17.3% | Added |
| Timucuan Asset Management Inc | 95,000 | $3.67M | 0.12% | +50,000+111.1% | Added |
| Letko, Brosseau & Associates Inc | 97,909 | $3.79M | 0.06% | +6,425+7.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 98,020 | $3.79M | 0.03% | +36,137+58.4% | Added |
| Amalgamated Bank | 99,539 | $3.85M | 0.03% | +561+0.6% | Added |
| Evelyn Partners Investment Management Services Ltd | 99,654 | $3.85M | 0.48% | −13,863−12.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 94,926 | $3.89M | 0.01% | −19,044−16.7% | Reduced |
| Trexquant Investment LP | 104,102 | $4.03M | 0.04% | +49,686+91.3% | Added |
| Retirement Systems of Alabama | 111,087 | $4.30M | 0.01% | −290−0.3% | Reduced |
| ProShare Advisors LLC | 112,265 | $4.34M | 0.01% | +7,766+7.4% | Added |
| DnB Asset Management AS | 117,696 | $4.55M | 0.02% | +8,679+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 121,463 | $4.70M | 0.02% | −3,918−3.1% | Reduced |
| Los Angeles Capital Management LLC | 139,127 | $5.01M | 0.02% | +39,837+40.1% | Added |
| National Pension Service | 131,794 | $5.10M | 0.00% | −741,866−84.9% | Reduced |
| CIBC Asset Management Inc | 133,301 | $5.15M | 0.01% | +52,418+64.8% | Added |
| Forsta Ap-Fonden | 135,400 | $5.24M | 0.03% | +6,600+5.1% | Added |
| Saba Capital Management, L.P. | 137,389 | $5.31M | 0.18% | +137,389 | New |
| Czech National Bank | 137,680 | $5.32M | 0.03% | +5,072+3.8% | Added |
| Sound Income Strategies, LLC | 127,825 | $5.46M | 0.26% | +127,665+79,790.6% | Added |
| Mediolanum International Funds Ltd | 140,597 | $5.46M | 0.05% | +6,585+4.9% | Added |
| Concurrent Investment Advisors, LLC | 141,959 | $5.49M | 0.06% | +7,768+5.8% | Added |
| Oppenheimer Asset Management Inc. | 142,529 | $5.51M | 0.07% | +12,454+9.6% | Added |
| KWMG, LLC | 143,473 | $5.55M | 0.48% | +5,735+4.2% | Added |
| Arizona State Retirement System | 143,503 | $5.55M | 0.03% | −10,837−7.0% | Reduced |
| Ninety One SA (PTY) Ltd | 145,854 | $5.63M | 0.24% | 00.0% | Unchanged |
| State of Michigan Retirement System | 146,964 | $5.68M | 0.03% | −5,000−3.3% | Reduced |
| Korea Investment CORP | 147,377 | $5.70M | 0.01% | −60,808−29.2% | Reduced |
| Voya Investment Management LLC | 147,881 | $5.72M | 0.01% | +14,527+10.9% | Added |
| Resona Asset Management Co.,Ltd. | 149,038 | $5.76M | 0.03% | +6,100+4.3% | Added |
| SG Americas Securities, LLC | 152,353 | $5.89M | 0.01% | +137,725+941.5% | Added |
| Van Den Berg Management I, Inc | 156,087 | $6.04M | 1.38% | −18,141−10.4% | Reduced |
| Public Employees Retirement System of Ohio | 156,811 | $6.06M | 0.02% | −5,949−3.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 160,000 | $6.19M | 0.05% | +34,954+28.0% | Added |
| LPL Financial LLC | 160,471 | $6.21M | 0.00% | −6,295−3.8% | Reduced |
| Private Management Group Inc | 163,005 | $6.30M | 0.18% | −930−0.6% | Reduced |
| Handelsbanken Fonder AB | 163,400 | $6.32M | 0.02% | +23,600+16.9% | Added |
| Benson Investment Management Company, Inc. | 164,665 | $6.37M | 2.22% | +164,665 | New |
| Engineers Gate Manager LP | 166,086 | $6.42M | 0.08% | +166,086 | New |
| Pathstone Holdings, LLC | 167,255 | $6.47M | 0.02% | +94,090+128.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 173,001 | $6.69M | 0.03% | +464+0.3% | Added |
| Victory Capital Management Inc | 175,598 | $6.79M | 0.00% | +39,058+28.6% | Added |
| State of New Jersey Common Pension Fund D | 178,555 | $6.90M | 0.02% | −3,789−2.1% | Reduced |
| American Century Companies Inc | 181,725 | $7.03M | 0.00% | +15,101+9.1% | Added |
| KLP Kapitalforvaltning AS | 183,171 | $7.08M | 0.03% | −13,200−6.7% | Reduced |
| Ramirez Asset Management, Inc. | 184,093 | $7.12M | 0.94% | −4,316−2.3% | Reduced |
| Nomura Asset Management Co Ltd | 185,336 | $7.17M | 0.02% | +12,522+7.2% | Added |
| M&G Plc | 188,914 | $7.37M | 0.04% | +43,095+29.6% | Added |
| Janus Henderson Group PLC | 191,123 | $7.38M | 0.00% | −2,736,347−93.5% | Reduced |
| Gateway Investment Advisers LLC | 191,277 | $7.40M | 0.07% | +48,671+34.1% | Added |
| State of Tennessee, Treasury Department | 182,297 | $7.59M | 0.02% | +83,060+83.7% | Added |
| Quantinno Capital Management LP | 201,696 | $7.80M | 0.02% | +93,854+87.0% | Added |
| Wells Fargo & Company | 206,286 | $7.98M | 0.00% | −35,212−14.6% | Reduced |
| Horizon Investments, LLC | 207,429 | $8.02M | 0.10% | +189,276+1,042.7% | Added |
| Raymond James Financial Inc | 209,344 | $8.10M | 0.00% | +8,810+4.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 212,835 | $8.23M | 0.03% | −22,809−9.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 216,333 | $8.37M | 0.02% | −12,191−5.3% | Reduced |
| Clearline Capital LP | 217,688 | $8.42M | 0.63% | +217,688 | New |
| Treasurer of the State of North Carolina | 218,289 | $8.44M | 0.03% | −15,947−6.8% | Reduced |
| New York State Common Retirement Fund | 219,334 | $8.48M | 0.01% | −368,301−62.7% | Reduced |
| Asset Management One Co.,Ltd. | 219,316 | $8.48M | 0.02% | +330.0% | Added |
| GAM Holding AG | 223,331 | $8.62M | 0.55% | −15,179−6.4% | Reduced |
| Tiaa Trust, National Association | 223,430 | $8.64M | 0.02% | +12,416+5.9% | Added |
| Credit Agricole S A | 225,294 | $8.71M | 0.02% | +75,094+50.0% | Added |
| Royal London Asset Management Ltd | 238,632 | $9.23M | 0.02% | +10,223+4.5% | Added |
| Vident Advisory, LLC | 241,037 | $9.32M | 0.09% | +129,905+116.9% | Added |
| Storebrand Asset Management AS | 246,490 | $9.53M | 0.03% | −95,758−28.0% | Reduced |
| Natixis Advisors, L.P. | 251,614 | $9.73M | 0.01% | −204,914−44.9% | Reduced |
| Swiss Life Asset Management Ltd | 255,515 | $9.88M | 0.05% | +170,404+200.2% | Added |
| Lansdowne Partners (UK) LLP | 257,224 | $9.95M | 0.73% | −1,028,887−80.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 259,332 | $10.0M | 0.02% | −201−0.1% | Reduced |
| MetLife Investment Management | 259,353 | $10.0M | 0.05% | +39,911+18.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 264,747 | $10.2M | 0.03% | −1,719−0.6% | Reduced |
| Susquehanna International Group, LLP | 265,837 | $10.3M | 0.01% | +150,051+129.6% | Added |
| Marathon Asset Mgmt Ltd | 266,831 | $10.3M | 0.40% | +23,465+9.6% | Added |
| State of Wisconsin Investment Board | 270,268 | $10.5M | 0.02% | −3,891−1.4% | Reduced |
| National Bank of Canada | 273,993 | $10.6M | 0.01% | +195,462+248.9% | Added |
| Jefferies Financial Group Inc. | 277,935 | $10.7M | 0.09% | +135,927+95.7% | Added |
| TD Asset Management Inc | 280,583 | $10.9M | 0.01% | +91,354+48.3% | Added |
| Tudor Investment Corp Et Al | 284,704 | $11.0M | 0.06% | +284,704 | New |
| Artemis Investment Management LLP | 293,683 | $11.4M | 0.14% | −17,106−5.5% | Reduced |
| New York State Teachers Retirement System | 325,518 | $12.6M | 0.02% | +3,401+1.1% | Added |
| Standard Life Aberdeen plc | 329,643 | $12.7M | 0.02% | +220.0% | Added |
| Woodline Partners LP | 331,845 | $12.8M | 0.05% | +331,845 | New |
| Millennium Management LLC | 340,034 | $13.1M | 0.01% | −2,563,482−88.3% | Reduced |
| Distillate Capital Partners LLC | 343,304 | $13.3M | 0.68% | −9,073−2.6% | Reduced |
| Banque Pictet & Cie SA | 349,381 | $13.5M | 0.14% | −28,671−7.6% | Reduced |
| Access Investment Management LLC | 331,275 | $14.1M | 3.79% | 00.0% | Unchanged |
| ING Groep NV | 366,409 | $14.2M | 0.09% | +366,409 | New |
| AE Wealth Management LLC | 369,652 | $14.3M | 0.08% | +30,804+9.1% | Added |
| Ninety One UK Ltd | 376,677 | $14.5M | 0.03% | 00.0% | Unchanged |