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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 82,239 | $3.18M | 0.01% | −481−0.6% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 79,700 | $3.08M | 0.21% | +79,700 | New |
| Police & Firemen's Retirement System of New Jersey | 79,281 | $3.07M | 0.03% | −4,544−5.4% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 78,968 | $3.05M | 0.99% | −7,239−8.4% | Reduced |
| Sage Capital Advisors,llc | 78,442 | $3.03M | 0.72% | −917−1.2% | Reduced |
| Rathbone Brothers plc | 77,510 | $3.00M | 0.01% | −5,140−6.2% | Reduced |
| Pictet & Cie (Europe) SA | 76,271 | $2.95M | 0.06% | +10,422+15.8% | Added |
| Beverly Hills Private Wealth, LLC | 74,876 | $2.90M | 0.50% | −13,859−15.6% | Reduced |
| CIBC World Markets Corp | 72,638 | $2.81M | 0.01% | +72,638 | New |
| Manning & Napier Advisors LLC | 71,634 | $2.78M | 0.04% | −7,918−10.0% | Reduced |
| Worldquant Millennium Advisors LLC | 71,111 | $2.75M | 0.01% | −134,474−65.4% | Reduced |
| Tredje AP-fonden | 68,132 | $2.63M | 0.02% | −359,325−84.1% | Reduced |
| Public Sector Pension Investment Board | 67,894 | $2.63M | 0.01% | +22,543+49.7% | Added |
| Vestmark Advisory Solutions, Inc. | 66,465 | $2.57M | 0.03% | +59,450+847.5% | Added |
| STRS Ohio | 63,380 | $2.45M | 0.01% | +50,922+408.7% | Added |
| Agman Capital LLC | 63,137 | $2.44M | 2.08% | +63,137 | New |
| BIP Wealth, LLC | 62,379 | $2.41M | 0.09% | +62,379 | New |
| SWS Partners | 61,812 | $2.39M | 0.58% | −5,127−7.7% | Reduced |
| Yousif Capital Management, LLC | 58,085 | $2.38M | 0.03% | −3,288−5.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 61,496 | $2.38M | 0.00% | +13,198+27.3% | Added |
| Davenport & Co LLC | 59,954 | $2.32M | 0.01% | +2,830+5.0% | Added |
| Oregon Public Employees Retirement Fund | 59,745 | $2.31M | 0.03% | +100+0.2% | Added |
| Diversified Trust Co | 59,132 | $2.29M | 0.04% | +33,966+135.0% | Added |
| Pacer Advisors, Inc. | 58,130 | $2.25M | 0.01% | −1,803,505−96.9% | Reduced |
| Jane Street Group, LLC | 56,332 | $2.18M | 0.00% | −51,895−48.0% | Reduced |
| Mutual of America Capital Management LLC | 56,055 | $2.17M | 0.02% | −532−0.9% | Reduced |
| Stifel Financial Corp | 53,417 | $2.07M | 0.00% | +18,892+54.7% | Added |
| Prudential Financial Inc | 52,866 | $2.04M | 0.00% | −33,356−38.7% | Reduced |
| Public Employees Retirement Association of Colorado | 52,316 | $2.02M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 52,075 | $2.01M | 0.02% | −4,995−8.8% | Reduced |
| AustralianSuper Pty Ltd | 50,602 | $1.96M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 50,322 | $1.95M | 0.00% | +21,230+73.0% | Added |
| Alpha Omega Wealth Management LLC | 49,064 | $1.90M | 0.31% | −36,945−43.0% | Reduced |
| Sterling Capital Management LLC | 47,097 | $1.82M | 0.03% | +8,229+21.2% | Added |
| Cerity Partners LLC | 46,108 | $1.78M | 0.00% | +16,397+55.2% | Added |
| Allianz Asset Management GmbH | 45,084 | $1.74M | 0.00% | −5,282−10.5% | Reduced |
| Swedbank AB | 44,304 | $1.71M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 44,182 | $1.71M | 0.01% | −2,255−4.9% | Reduced |
| The PNC Financial Services Group, Inc. | 44,063 | $1.70M | 0.00% | −14,405−24.6% | Reduced |
| Rafferty Asset Management, LLC | 43,732 | $1.69M | 0.01% | −767−1.7% | Reduced |
| Winton Group Ltd | 43,126 | $1.67M | 0.06% | −58,350−57.5% | Reduced |
| Investment Management Corp of Ontario | 42,748 | $1.65M | 0.02% | +18,308+74.9% | Added |
| Pinnacle Associates Ltd | 42,638 | $1.65M | 0.02% | +4,100+10.6% | Added |
| Walnut Level Capital LLC | 41,813 | $1.62M | 1.29% | +41,813 | New |
| Adams Natural Resources Fund, Inc. | 41,300 | $1.60M | 0.24% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 40,649 | $1.57M | 0.00% | −38,048−48.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 40,195 | $1.55M | 0.09% | +40,195 | New |
| Commonwealth Equity Services, LLC | 39,556 | $1.53M | 0.00% | −14,837−27.3% | Reduced |
| Stance Capital LLC | 38,873 | $1.50M | 0.55% | +38,873 | New |
| Polianta Ltd | 37,600 | $1.45M | 0.19% | +37,600 | New |
| Allstate Corp | 37,542 | $1.45M | 0.02% | +19,368+106.6% | Added |
| Fruth Investment Management | 37,322 | $1.44M | 0.39% | −200−0.5% | Reduced |
| Board of the Pension Protection Fund | 36,900 | $1.43M | 1.36% | +36,900 | New |
| NEOS Investment Management LLC | 36,527 | $1.41M | 0.01% | +8,364+29.7% | Added |
| Mainstay Capital Management LLC | 36,122 | $1.40M | 0.11% | −2,753−7.1% | Reduced |
| Westwood Holdings Group Inc. | 36,022 | $1.39M | 0.01% | +4,902+15.8% | Added |
| Mizuho Securities USA LLC | 38,022 | $1.36M | 0.02% | −60.0% | Reduced |
| Captrust Financial Advisors | 34,577 | $1.34M | 0.00% | +15,871+84.8% | Added |
| Empowered Funds, LLC | 34,184 | $1.32M | 0.02% | +21,711+174.1% | Added |
| Turim 21 Investimentos Ltda. | 14,705 | $1.30M | 0.50% | +3,789+34.7% | Added |
| Nisa Investment Advisors, LLC | 32,768 | $1.27M | 0.00% | +20,198+160.7% | Added |
| Kentucky Retirement Systems | 32,709 | $1.26M | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 32,176 | $1.24M | 0.00% | +17+0.1% | Added |
| Investors Research Corp | 31,820 | $1.23M | 0.23% | −11,956−27.3% | Reduced |
| Greenwood Capital Associates LLC | 31,547 | $1.22M | 0.13% | +2,467+8.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,284 | $1.21M | 0.00% | +8,558+37.7% | Added |
| Norinchukin Bank, The | 29,821 | $1.15M | 0.01% | +2,153+7.8% | Added |
| Toroso Investments, LLC | 29,749 | $1.15M | 0.00% | +13,113+78.8% | Added |
| ABN AMRO Bank N.V. | 28,429 | $1.09M | 0.01% | −13,575−32.3% | Reduced |
| Guggenheim Capital LLC | 28,236 | $1.09M | 0.01% | −9,027−24.2% | Reduced |
| Readystate Asset Management LP | 28,100 | $1.09M | 0.05% | +28,100 | New |
| La Banque Postale Asset Management SA | 28,054 | $1.08M | 0.01% | −147,205−84.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 26,853 | $1.04M | 0.04% | +13,682+103.9% | Added |
| Wharton Business Group, LLC | 26,742 | $1.03M | 0.04% | −17,830−40.0% | Reduced |
| Louisiana State Employees Retirement System | 26,700 | $1.03M | 0.02% | −700−2.6% | Reduced |
| J. Safra Sarasin Holding AG | 25,836 | $999.1K | 0.02% | +25,836 | New |
| Robeco Institutional Asset Management B.V. | 25,682 | $993.1K | 0.00% | −9,450−26.9% | Reduced |
| Redmond Asset Management, LLC | 25,454 | $984.3K | 0.25% | +66+0.3% | Added |
| HighTower Advisors, LLC | 25,344 | $980.1K | 0.00% | +2,827+12.6% | Added |
| Maryland State Retirement & Pension System | 25,321 | $979.2K | 0.02% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 25,000 | $966.8K | 0.30% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 24,360 | $942.0K | 0.03% | −220−0.9% | Reduced |
| New Mexico Educational Retirement Board | 23,985 | $927.0K | 0.03% | +1,600+7.1% | Added |
| Howard Capital Management Inc. | 23,883 | $923.5K | 0.01% | +23,883 | New |
| Tounjian Advisory Partners, LLC | 23,542 | $910.4K | 0.31% | +1,030+4.6% | Added |
| Trium Capital LLP | 23,124 | $894.2K | 0.70% | +23,124 | New |
| Abacus Planning Group, Inc. | 23,066 | $892.0K | 0.12% | −17−0.1% | Reduced |
| NewEdge Wealth, LLC | 22,219 | $859.2K | 0.01% | +4,157+23.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,160 | $857.0K | 0.00% | +1,739+8.5% | Added |
| Mercer Global Advisors Inc | 22,148 | $856.5K | 0.00% | +2,715+14.0% | Added |
| Allspring Global Investments Holdings, LLC | 21,137 | $837.0K | 0.00% | −634−2.9% | Reduced |
| MUFG Securities EMEA plc | 21,429 | $828.7K | 0.01% | +11,435+114.4% | Added |
| Tokio Marine Asset Management Co Ltd | 20,950 | $810.1K | 0.03% | +616+3.0% | Added |
| Jacobs Levy Equity Management, Inc | 20,840 | $805.9K | 0.00% | −122−0.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 20,643 | $798.3K | 0.00% | −26−0.1% | Reduced |
| Bright Futures Wealth Management, LLC. | 20,624 | $797.5K | 0.59% | +20,624 | New |
| Assenagon Asset Management S.A. | 20,583 | $795.9K | 0.00% | +3,374+19.6% | Added |
| Nicholas Hoffman & Company, LLC. | 20,443 | $790.5K | 0.02% | +9,869+93.3% | Added |
| Teachers Retirement System of the State of Kentucky | 20,382 | $788.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 20,255 | $783.1K | 0.00% | −11,651−36.5% | Reduced |