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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Europe) Ltd | 384,378 | $14.9M | 0.75% | −86,485−18.4% | Reduced |
| Bank of Montreal | 386,007 | $14.9M | 0.01% | −482,138−55.5% | Reduced |
| Capital International Investors | 387,767 | $15.0M | 0.00% | −777−0.2% | Reduced |
| South Dakota Investment Council | 390,795 | $15.1M | 0.29% | +312,538+399.4% | Added |
| Moore Capital Management, LP | 393,812 | $15.2M | 0.31% | −343,542−46.6% | Reduced |
| Rubric Capital Management LP | 400,000 | $15.5M | 0.18% | +400,000 | New |
| Cambiar Investors LLC | 402,410 | $15.6M | 0.70% | +402,410 | New |
| Redwood Grove Capital, LLC | 411,636 | $15.9M | 4.54% | +150,000+57.3% | Added |
| Groupama Asset Managment | 583,885 | $16.8M | 0.25% | −60,116−9.3% | Reduced |
| KBC Group NV | 434,751 | $16.8M | 0.04% | +215,448+98.2% | Added |
| Wellington Management Group LLP | 435,393 | $16.8M | 0.00% | −68,026−13.5% | Reduced |
| State Board of Administration of Florida Retirement System | 436,074 | $16.9M | 0.03% | +1,800+0.4% | Added |
| Holowesko Partners Ltd. | 447,500 | $17.3M | 6.02% | +210,000+88.4% | Added |
| Mackenzie Financial Corp | 455,977 | $17.7M | 0.02% | −461,939−50.3% | Reduced |
| Arnhold LLC | 462,368 | $17.9M | 1.36% | +109,223+30.9% | Added |
| Sycomore Asset Management | 488,737 | $18.0M | 2.98% | 00.0% | Unchanged |
| Savant Capital, LLC | 467,402 | $18.1M | 0.10% | −71,696−13.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 471,389 | $18.2M | 0.03% | −3,900−0.8% | Reduced |
| Envestnet Asset Management Inc | 493,878 | $19.1M | 0.01% | +88,293+21.8% | Added |
| Man Group plc | 498,218 | $19.3M | 0.04% | −475,506−48.8% | Reduced |
| Foresight Group Ltd Liability Partnership | 507,408 | $19.7M | 3.15% | +4,839+1.0% | Added |
| Weiss Asset Management LP | 526,730 | $20.4M | 0.29% | +526,730 | New |
| Brown Advisory Inc | 529,616 | $20.5M | 0.03% | +112,197+26.9% | Added |
| Salem Investment Counselors Inc | 554,057 | $21.4M | 0.61% | −7,035−1.3% | Reduced |
| Van Eck Associates Corp | 617,435 | $23.9M | 0.02% | +608,769+7,024.8% | Added |
| California State Teachers Retirement System | 634,862 | $24.6M | 0.02% | +7,040+1.1% | Added |
| Verbena Value LP | 644,600 | $24.9M | 4.29% | +644,600 | New |
| Gotham Asset Management, LLC | 656,496 | $25.4M | 0.09% | +342,428+109.0% | Added |
| Exane Asset Management | 564,938 | $25.7M | 5.40% | +219,545+63.6% | Added |
| Zurich Insurance Group Ltd | 666,789 | $25.8M | 0.18% | −113,442−14.5% | Reduced |
| Alps Advisors Inc | 674,538 | $26.1M | 0.15% | +674,538 | New |
| Compagnie Lombard Odier SCmA | 676,222 | $26.1M | 0.28% | −81,664−10.8% | Reduced |
| Principal Financial Group Inc | 677,143 | $26.2M | 0.01% | +47,097+7.5% | Added |
| Evelyn Partners Investment Management LLP | 691,023 | $26.7M | 0.74% | −53,542−7.2% | Reduced |
| Patten & Patten Inc | 775,730 | $30.0M | 1.76% | −170,455−18.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 787,739 | $30.5M | 0.03% | −1,045,167−57.0% | Reduced |
| California Public Employees Retirement System | 870,808 | $33.7M | 0.02% | +14,002+1.6% | Added |
| Cullen Capital Management LLC | 924,448 | $35.7M | 0.39% | −228,926−19.8% | Reduced |
| Rhumbline Advisers | 950,790 | $36.8M | 0.03% | +8,545+0.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 977,387 | $37.8M | 0.06% | +6,792+0.7% | Added |
| Russell Investments Group, Ltd. | 1,019,272 | $39.4M | 0.04% | +785,281+335.6% | Added |
| Price T Rowe Associates Inc | 1,048,619 | $40.6M | 0.00% | +2,828+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,140,824 | $44.1M | 0.03% | −68,929−5.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,121,962 | $44.4M | 0.03% | +74,238+7.1% | Added |
| Manufacturers Life Insurance Company, The | 1,179,531 | $45.6M | 0.04% | +204,274+20.9% | Added |
| Lakewood Capital Management, LP | 1,185,297 | $45.8M | 3.19% | +25,000+2.2% | Added |
| Aviva PLC | 1,197,816 | $46.3M | 0.08% | +21,193+1.8% | Added |
| BNP Paribas Arbitrage, SA | 1,215,668 | $47.0M | 0.03% | +29,503+2.5% | Added |
| Vontobel Holding Ltd. | 1,269,135 | $49.1M | 0.16% | +27,557+2.2% | Added |
| First Trust Advisors LP | 1,344,217 | $52.0M | 0.04% | +612,610+83.7% | Added |
| Brandywine Global Investment Management, LLC | 1,404,000 | $53.7M | 0.36% | +1,404,000 | New |
| Alberta Investment Management Corp | 1,395,636 | $54.0M | 0.32% | +1,395,636 | New |
| Swiss National Bank | 1,430,897 | $55.3M | 0.03% | −73,700−4.9% | Reduced |
| Polaris Capital Management, LLC | 1,447,650 | $56.0M | 4.64% | −295,010−16.9% | Reduced |
| Royal Bank of Canada | 1,732,185 | $67.0M | 0.01% | +713,675+70.1% | Added |
| Citigroup Inc | 1,739,079 | $67.3M | 0.05% | −777,830−30.9% | Reduced |
| SEI Investments Co | 1,808,206 | $69.9M | 0.07% | +1,082,428+149.1% | Added |
| Incentive AS | 1,843,624 | $71.3M | 100.00% | −178,916−8.8% | Reduced |
| Alliancebernstein L.P. | 2,200,848 | $85.1M | 0.03% | −3,052,408−58.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,402,148 | $92.9M | 1.25% | −5,344,942−69.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,554,035 | $98.8M | 1.66% | +104,219+4.3% | Added |
| Massachusetts Financial Services Co | 2,559,828 | $99.0M | 0.03% | +1,320,006+106.5% | Added |
| Citadel Advisors LLC | 2,706,284 | $104.7M | 0.07% | +1,772,312+189.8% | Added |
| Pictet Asset Management Holding SA | 2,979,022 | $115.2M | 0.11% | −2,013,763−40.3% | Reduced |
| Goldman Sachs Group Inc | 3,087,008 | $119.4M | 0.02% | −550,200−15.1% | Reduced |
| Barclays PLC | 3,202,649 | $123.8M | 0.05% | −2,067,094−39.2% | Reduced |
| JPMorgan Chase & Co | 3,218,815 | $124.5M | 0.01% | −3,032,270−48.5% | Reduced |
| Marshall Wace, LLP | 3,272,737 | $126.6M | 0.12% | −1,610,210−33.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,334,851 | $129.0M | 0.02% | +157,848+5.0% | Added |
| UBS Group AG | 3,620,677 | $140.0M | 0.03% | −7,619,476−67.8% | Reduced |
| Amundi | 4,154,989 | $160.7M | 0.04% | +16,889+0.4% | Added |
| Ruffer LLP | 4,504,151 | $174.4M | 7.94% | +3,718,562+473.3% | Added |
| Legal & General Group Plc | 4,587,987 | $177.4M | 0.04% | +471,415+11.5% | Added |
| Dimensional Fund Advisors LP | 4,687,620 | $181.3M | 0.04% | +273,240+6.2% | Added |
| Northern Trust Corp | 4,781,908 | $184.9M | 0.02% | +440,468+10.1% | Added |
| Bank of America Corp | 5,141,827 | $198.8M | 0.01% | −936,048−15.4% | Reduced |
| Morgan Stanley | 5,247,523 | $202.9M | 0.01% | +50,511+1.0% | Added |
| Nordea Investment Management AB | 5,450,082 | $211.4M | 0.18% | −324,141−5.6% | Reduced |
| AQR Capital Management LLC | 5,724,100 | $221.4M | 0.12% | +5,654,571+8,132.7% | Added |
| Franklin Resources Inc | 6,837,314 | $263.9M | 0.06% | −4,515,826−39.8% | Reduced |
| Deutsche Bank AG | 7,253,010 | $280.5M | 0.09% | +1,622,799+28.8% | Added |
| FIL Ltd | 8,105,303 | $313.5M | 0.23% | −425,798−5.0% | Reduced |
| Ameriprise Financial Inc | 8,673,444 | $335.4M | 0.08% | +1,084,498+14.3% | Added |
| Bank of New York Mellon Corp | 9,054,029 | $350.1M | 0.06% | +360,078+4.1% | Added |
| Invesco Ltd. | 9,542,537 | $369.0M | 0.03% | −540,508−5.4% | Reduced |
| FMR LLC | 11,129,034 | $430.4M | 0.02% | −1,050,035−8.6% | Reduced |
| Norges Bank | 12,813,255 | $495.3M | 0.05% | +12,813,255 | New |
| Geode Capital Management, LLC | 13,795,987 | $531.5M | 0.03% | +155,778+1.1% | Added |
| Orbis Allan Gray Ltd | 13,956,868 | $539.7M | 2.26% | −4,991,959−26.3% | Reduced |
| Causeway Capital Management LLC | 19,132,879 | $739.9M | 10.18% | +11,609,896+154.3% | Added |
| Nuveen, LLC | 22,273,203 | $861.3M | 0.23% | −1,257,582−5.3% | Reduced |
| State Street Corp | 24,652,132 | $953.3M | 0.03% | +845,218+3.6% | Added |
| Capital Research Global Investors | 36,127,677 | $1.40B | 0.26% | +8,596,558+31.2% | Added |
| BlackRock, Inc. | 44,238,529 | $1.71B | 0.03% | +694,185+1.6% | Added |
| Vanguard Group Inc | 60,939,711 | $2.36B | 0.03% | −532,334−0.9% | Reduced |
| Leonteq Securities AG | 7,286 | – | – | +7,286 | New |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,266,948−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −1,150,310−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −742,735−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −501,661−100.0% | Sold out |