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 |
|---|---|---|---|---|---|
| Distillate Capital Partners LLC | 343,304 | $13.3M | 0.68% | −9,073−2.6% | Reduced |
| Millennium Management LLC | 340,034 | $13.1M | 0.01% | −2,563,482−88.3% | Reduced |
| Woodline Partners LP | 331,845 | $12.8M | 0.05% | +331,845 | New |
| Standard Life Aberdeen plc | 329,643 | $12.7M | 0.02% | +220.0% | Added |
| New York State Teachers Retirement System | 325,518 | $12.6M | 0.02% | +3,401+1.1% | Added |
| Artemis Investment Management LLP | 293,683 | $11.4M | 0.14% | −17,106−5.5% | Reduced |
| Tudor Investment Corp Et Al | 284,704 | $11.0M | 0.06% | +284,704 | New |
| TD Asset Management Inc | 280,583 | $10.9M | 0.01% | +91,354+48.3% | Added |
| Jefferies Financial Group Inc. | 277,935 | $10.7M | 0.09% | +135,927+95.7% | Added |
| National Bank of Canada | 273,993 | $10.6M | 0.01% | +195,462+248.9% | Added |
| State of Wisconsin Investment Board | 270,268 | $10.5M | 0.02% | −3,891−1.4% | Reduced |
| Marathon Asset Mgmt Ltd | 266,831 | $10.3M | 0.40% | +23,465+9.6% | Added |
| Susquehanna International Group, LLP | 265,837 | $10.3M | 0.01% | +150,051+129.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 264,747 | $10.2M | 0.03% | −1,719−0.6% | Reduced |
| MetLife Investment Management | 259,353 | $10.0M | 0.05% | +39,911+18.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 259,332 | $10.0M | 0.02% | −201−0.1% | Reduced |
| Lansdowne Partners (UK) LLP | 257,224 | $9.95M | 0.73% | −1,028,887−80.0% | Reduced |
| Swiss Life Asset Management Ltd | 255,515 | $9.88M | 0.05% | +170,404+200.2% | Added |
| Natixis Advisors, L.P. | 251,614 | $9.73M | 0.01% | −204,914−44.9% | Reduced |
| Storebrand Asset Management AS | 246,490 | $9.53M | 0.03% | −95,758−28.0% | Reduced |
| Vident Advisory, LLC | 241,037 | $9.32M | 0.09% | +129,905+116.9% | Added |
| Royal London Asset Management Ltd | 238,632 | $9.23M | 0.02% | +10,223+4.5% | Added |
| Credit Agricole S A | 225,294 | $8.71M | 0.02% | +75,094+50.0% | Added |
| Tiaa Trust, National Association | 223,430 | $8.64M | 0.02% | +12,416+5.9% | Added |
| GAM Holding AG | 223,331 | $8.62M | 0.55% | −15,179−6.4% | Reduced |
| Asset Management One Co.,Ltd. | 219,316 | $8.48M | 0.02% | +330.0% | Added |
| New York State Common Retirement Fund | 219,334 | $8.48M | 0.01% | −368,301−62.7% | Reduced |
| Treasurer of the State of North Carolina | 218,289 | $8.44M | 0.03% | −15,947−6.8% | Reduced |
| Clearline Capital LP | 217,688 | $8.42M | 0.63% | +217,688 | New |
| Mitsubishi UFJ Trust & Banking Corp | 216,333 | $8.37M | 0.02% | −12,191−5.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 212,835 | $8.23M | 0.03% | −22,809−9.7% | Reduced |
| Raymond James Financial Inc | 209,344 | $8.10M | 0.00% | +8,810+4.4% | Added |
| Horizon Investments, LLC | 207,429 | $8.02M | 0.10% | +189,276+1,042.7% | Added |
| Wells Fargo & Company | 206,286 | $7.98M | 0.00% | −35,212−14.6% | Reduced |
| Quantinno Capital Management LP | 201,696 | $7.80M | 0.02% | +93,854+87.0% | Added |
| State of Tennessee, Treasury Department | 182,297 | $7.59M | 0.02% | +83,060+83.7% | Added |
| Gateway Investment Advisers LLC | 191,277 | $7.40M | 0.07% | +48,671+34.1% | Added |
| Janus Henderson Group PLC | 191,123 | $7.38M | 0.00% | −2,736,347−93.5% | Reduced |
| M&G Plc | 188,914 | $7.37M | 0.04% | +43,095+29.6% | Added |
| Nomura Asset Management Co Ltd | 185,336 | $7.17M | 0.02% | +12,522+7.2% | Added |
| Ramirez Asset Management, Inc. | 184,093 | $7.12M | 0.94% | −4,316−2.3% | Reduced |
| KLP Kapitalforvaltning AS | 183,171 | $7.08M | 0.03% | −13,200−6.7% | Reduced |
| American Century Companies Inc | 181,725 | $7.03M | 0.00% | +15,101+9.1% | Added |
| State of New Jersey Common Pension Fund D | 178,555 | $6.90M | 0.02% | −3,789−2.1% | Reduced |
| Victory Capital Management Inc | 175,598 | $6.79M | 0.00% | +39,058+28.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 173,001 | $6.69M | 0.03% | +464+0.3% | Added |
| Pathstone Holdings, LLC | 167,255 | $6.47M | 0.02% | +94,090+128.6% | Added |
| Engineers Gate Manager LP | 166,086 | $6.42M | 0.08% | +166,086 | New |
| Benson Investment Management Company, Inc. | 164,665 | $6.37M | 2.22% | +164,665 | New |
| Handelsbanken Fonder AB | 163,400 | $6.32M | 0.02% | +23,600+16.9% | Added |
| Private Management Group Inc | 163,005 | $6.30M | 0.18% | −930−0.6% | Reduced |
| LPL Financial LLC | 160,471 | $6.21M | 0.00% | −6,295−3.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 160,000 | $6.19M | 0.05% | +34,954+28.0% | Added |
| Public Employees Retirement System of Ohio | 156,811 | $6.06M | 0.02% | −5,949−3.7% | Reduced |
| Van Den Berg Management I, Inc | 156,087 | $6.04M | 1.38% | −18,141−10.4% | Reduced |
| SG Americas Securities, LLC | 152,353 | $5.89M | 0.01% | +137,725+941.5% | Added |
| Resona Asset Management Co.,Ltd. | 149,038 | $5.76M | 0.03% | +6,100+4.3% | Added |
| Voya Investment Management LLC | 147,881 | $5.72M | 0.01% | +14,527+10.9% | Added |
| Korea Investment CORP | 147,377 | $5.70M | 0.01% | −60,808−29.2% | Reduced |
| State of Michigan Retirement System | 146,964 | $5.68M | 0.03% | −5,000−3.3% | Reduced |
| Ninety One SA (PTY) Ltd | 145,854 | $5.63M | 0.24% | 00.0% | Unchanged |
| Arizona State Retirement System | 143,503 | $5.55M | 0.03% | −10,837−7.0% | Reduced |
| KWMG, LLC | 143,473 | $5.55M | 0.48% | +5,735+4.2% | Added |
| Oppenheimer Asset Management Inc. | 142,529 | $5.51M | 0.07% | +12,454+9.6% | Added |
| Concurrent Investment Advisors, LLC | 141,959 | $5.49M | 0.06% | +7,768+5.8% | Added |
| Mediolanum International Funds Ltd | 140,597 | $5.46M | 0.05% | +6,585+4.9% | Added |
| Sound Income Strategies, LLC | 127,825 | $5.46M | 0.26% | +127,665+79,790.6% | Added |
| Czech National Bank | 137,680 | $5.32M | 0.03% | +5,072+3.8% | Added |
| Saba Capital Management, L.P. | 137,389 | $5.31M | 0.18% | +137,389 | New |
| Forsta Ap-Fonden | 135,400 | $5.24M | 0.03% | +6,600+5.1% | Added |
| CIBC Asset Management Inc | 133,301 | $5.15M | 0.01% | +52,418+64.8% | Added |
| National Pension Service | 131,794 | $5.10M | 0.00% | −741,866−84.9% | Reduced |
| Los Angeles Capital Management LLC | 139,127 | $5.01M | 0.02% | +39,837+40.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 121,463 | $4.70M | 0.02% | −3,918−3.1% | Reduced |
| DnB Asset Management AS | 117,696 | $4.55M | 0.02% | +8,679+8.0% | Added |
| ProShare Advisors LLC | 112,265 | $4.34M | 0.01% | +7,766+7.4% | Added |
| Retirement Systems of Alabama | 111,087 | $4.30M | 0.01% | −290−0.3% | Reduced |
| Trexquant Investment LP | 104,102 | $4.03M | 0.04% | +49,686+91.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 94,926 | $3.89M | 0.01% | −19,044−16.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 99,654 | $3.85M | 0.48% | −13,863−12.2% | Reduced |
| Amalgamated Bank | 99,539 | $3.85M | 0.03% | +561+0.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 98,020 | $3.79M | 0.03% | +36,137+58.4% | Added |
| Letko, Brosseau & Associates Inc | 97,909 | $3.79M | 0.06% | +6,425+7.0% | Added |
| Timucuan Asset Management Inc | 95,000 | $3.67M | 0.12% | +50,000+111.1% | Added |
| Old North State Wealth Management, LLC | 94,582 | $3.66M | 1.72% | +13,935+17.3% | Added |
| Verition Fund Management LLC | 93,960 | $3.63M | 0.02% | +35,737+61.4% | Added |
| Advisors Preferred, LLC | 91,522 | $3.62M | 0.59% | +91,522 | New |
| Dark Forest Capital Management LP | 93,658 | $3.62M | 0.17% | +74,367+385.5% | Added |
| IFM Investors Pty Ltd | 92,936 | $3.59M | 0.03% | +92,936 | New |
| British Columbia Investment Management Corp | 92,480 | $3.58M | 0.02% | +17,457+23.3% | Added |
| Danske Bank A/S | 90,988 | $3.52M | 0.01% | +8,900+10.8% | Added |
| Xponance, Inc. | 90,887 | $3.51M | 0.03% | +18,060+24.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 90,679 | $3.51M | 0.01% | +19,788+27.9% | Added |
| Metis Global Partners, LLC | 89,589 | $3.46M | 0.08% | +14,547+19.4% | Added |
| SIH Partners, LLLP | 88,972 | $3.44M | 0.20% | −40,913−31.5% | Reduced |
| Colony Group, LLC | 86,831 | $3.39M | 0.00% | +76,368+729.9% | Added |
| APG Asset Management N.V. | 102,126 | $3.36M | 0.01% | +21,742+27.0% | Added |
| Utah Retirement Systems | 85,152 | $3.29M | 0.03% | 00.0% | Unchanged |
| Covalis Capital LLP | 85,142 | $3.29M | 0.26% | −8,793−9.4% | Reduced |
| Ensign Peak Advisors, Inc | 83,278 | $3.22M | 0.01% | −74,792−47.3% | Reduced |