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 |
|---|---|---|---|---|---|
| Parkside Investments, LLC | 20,000 | $773.4K | 0.10% | +20,000 | New |
| Crossmark Global Holdings, Inc. | 19,531 | $755.3K | 0.01% | +4,900+33.5% | Added |
| Atria Investments LLC | 19,015 | $735.3K | 0.01% | −5,174−21.4% | Reduced |
| Advisor Group Holdings, Inc. | 18,751 | $725.4K | 0.00% | −16,051−46.1% | Reduced |
| Ethic Inc. | 18,576 | $718.3K | 0.01% | −8,444−31.3% | Reduced |
| Neuberger Berman Group LLC | 18,467 | $714.1K | 0.00% | −10,764−36.8% | Reduced |
| JustInvest LLC | 18,463 | $714.0K | 0.01% | −4,619−20.0% | Reduced |
| Moody National Bank Trust Division | 18,303 | $707.8K | 0.07% | +3,485+23.5% | Added |
| Miracle Mile Advisors, LLC | 18,231 | $705.0K | 0.01% | +141+0.8% | Added |
| Summit Trail Advisors, LLC | 18,196 | $703.6K | 0.01% | +3,574+24.4% | Added |
| Paradigm Capital Management Inc | 18,180 | $703.0K | 0.03% | −20,000−52.4% | Reduced |
| Janney Montgomery Scott LLC | 18,086 | $699.0K | 0.00% | +1,997+12.4% | Added |
| Wolverine Asset Management LLC | 18,000 | $696.1K | 0.01% | +18,000 | New |
| North Dakota State Investment Board | 17,866 | $690.9K | 0.03% | +17,866 | New |
| Everence Capital Management Inc | 17,810 | $689.0K | 0.04% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 17,526 | $677.7K | 0.02% | +1,035+6.3% | Added |
| Qsemble Capital Management, LP | 17,467 | $675.4K | 0.06% | +17,467 | New |
| GeoWealth Management, LLC | 17,323 | $669.9K | 0.02% | +11,046+176.0% | Added |
| Teacher Retirement System of Texas | 17,270 | $667.8K | 0.00% | −51,116−74.7% | Reduced |
| Jump Financial, LLC | 17,206 | $665.4K | 0.01% | +5,000+41.0% | Added |
| Sapience Investments, LLC | 17,101 | $661.3K | 2.50% | +5,310+45.0% | Added |
| Ascent Group, LLC | 16,977 | $656.5K | 0.02% | +11,734+223.8% | Added |
| Callan Family Office, LLC | 16,946 | $655.3K | 0.01% | +16,946 | New |
| Burney Co | 16,797 | $649.6K | 0.02% | −1,524−8.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,364 | $632.8K | 0.00% | +1,075+7.0% | Added |
| Perpetual Ltd | 16,288 | $629.9K | 0.01% | +9,239+131.1% | Added |
| Ronald Blue Trust, Inc. | 16,262 | $628.9K | 0.01% | −4,617−22.1% | Reduced |
| Icon Wealth Advisors, LLC | 16,052 | $620.7K | 0.04% | +80.0% | Added |
| WBI Investments | 15,958 | $617.1K | 0.16% | +15,958 | New |
| Truist Financial Corp | 15,903 | $615.0K | 0.00% | −1,677−9.5% | Reduced |
| Merit Financial Group, LLC | 14,719 | $569.2K | 0.00% | +1,201+8.9% | Added |
| Marathon Trading Investment Management LLC | 14,628 | $565.7K | 0.07% | +14,628 | New |
| Weatherly Asset Management L. P. | 14,265 | $551.6K | 0.04% | −2,102−12.8% | Reduced |
| Forum Financial Management, LP | 14,265 | $551.6K | 0.01% | +249+1.8% | Added |
| Securian Asset Management, Inc | 14,199 | $549.1K | 0.02% | −11,015−43.7% | Reduced |
| Capital Group Private Client Services, Inc. | 14,177 | $548.2K | 0.01% | −2,515−15.1% | Reduced |
| Park Avenue Securities LLC | 14,123 | $546.0K | 0.00% | +7,995+130.5% | Added |
| MUFG Securities Americas Inc. | 14,068 | $544.0K | 0.03% | −12−0.1% | Reduced |
| Squarepoint Ops LLC | 13,916 | $538.1K | 0.00% | −11−0.1% | Reduced |
| Wahed Invest LLC | 13,721 | $530.6K | 0.07% | +221+1.6% | Added |
| V-Square Quantitative Management LLC | 13,712 | $530.2K | 0.06% | +1,169+9.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,710 | $530.2K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 13,602 | $526.0K | 0.04% | +13,602 | New |
| 626 Financial, LLC | 13,555 | $524.2K | 0.23% | −1,793−11.7% | Reduced |
| XTX Topco Ltd | 13,295 | $514.1K | 0.01% | −6,053−31.3% | Reduced |
| Profund Advisors LLC | 12,870 | $497.7K | 0.02% | −82−0.6% | Reduced |
| MML Investors Services, LLC | 12,779 | $494.2K | 0.00% | +4,885+61.9% | Added |
| ExodusPoint Capital Management, LP | 12,671 | $490.0K | 0.01% | −64,436−83.6% | Reduced |
| Evergreen Capital Management LLC | 12,471 | $482.3K | 0.01% | +12,471 | New |
| Centennial Wealth Advisory LLC | 12,470 | $482.2K | 0.13% | +468+3.9% | Added |
| Northwestern Mutual Wealth Management Co | 12,414 | $480.1K | 0.00% | +2,672+27.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,300 | $475.6K | 0.00% | +1,400+12.8% | Added |
| Old Mission Capital LLC | 12,231 | $473.0K | 0.02% | +6,960+132.0% | Added |
| Recurrent Investment Advisors LLC | 12,221 | $472.6K | 0.03% | +12,221 | New |
| Axq Capital, LP | 12,146 | $469.7K | 0.11% | +12,146 | New |
| Mirabella Financial Services LLP | 12,027 | $465.1K | 0.04% | +12,027 | New |
| Valeo Financial Advisors, LLC | 11,988 | $463.6K | 0.01% | −5,414−31.1% | Reduced |
| Tower Research Capital LLC (TRC) | 11,886 | $459.6K | 0.01% | +1,079+10.0% | Added |
| Citizens Financial Group Inc | 11,627 | $449.6K | 0.01% | −131−1.1% | Reduced |
| Prosperity Consulting Group, LLC | 11,463 | $443.3K | 0.02% | +11,463 | New |
| M&T Bank Corp | 11,282 | $436.5K | 0.00% | +5,507+95.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,048 | $427.2K | 0.24% | +11,048 | New |
| Sequoia Financial Advisors, LLC | 10,951 | $423.5K | 0.00% | +4,603+72.5% | Added |
| Omers Administration Corp | 10,867 | $420.2K | 0.00% | −14,200−56.6% | Reduced |
| Rockefeller Capital Management L.P. | 10,784 | $417.0K | 0.00% | +3,071+39.8% | Added |
| Vestcor Inc | 10,257 | $397.0K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 10,219 | $395.2K | 0.00% | −2,149−17.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,839 | $380.5K | 0.00% | +9,839 | New |
| Wealthfront Advisers LLC | 9,744 | $376.8K | 0.00% | +2,650+37.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,607 | $373.4K | 0.00% | +2,117+28.3% | Added |
| AMG National Trust Bank | 9,623 | $372.1K | 0.01% | +3,561+58.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,723 | $372.0K | 0.00% | +9,723 | New |
| Legacy Wealth Asset Management, LLC | 9,586 | $370.7K | 0.09% | −4,015−29.5% | Reduced |
| CI Private Wealth, LLC | 9,308 | $359.5K | 0.00% | +2,368+34.1% | Added |
| Nomura Holdings Inc | 9,267 | $358.4K | 0.00% | −3,273−26.1% | Reduced |
| US Bancorp | 9,018 | $348.7K | 0.00% | −2,892−24.3% | Reduced |
| Flagship Harbor Advisors, LLC | 8,825 | $341.3K | 0.02% | +8,825 | New |
| Atomi Financial Group, Inc. | 8,739 | $338.0K | 0.01% | +1,521+21.1% | Added |
| Berkeley Capital Partners, LLC | 8,736 | $337.8K | 0.08% | −12,074−58.0% | Reduced |
| Moors & Cabot, Inc. | 8,470 | $327.5K | 0.01% | −1,252−12.9% | Reduced |
| Old National Bancorp | 8,441 | $326.4K | 0.01% | +1,525+22.1% | Added |
| O'Shaughnessy Asset Management, LLC | 8,333 | $322.2K | 0.00% | −8,140−49.4% | Reduced |
| Kimelman & Baird, LLC | 8,250 | $319.0K | 0.02% | −2,000−19.5% | Reduced |
| TCW Group Inc | 8,124 | $314.2K | 0.00% | +8,124 | New |
| D. E. Shaw & Co., Inc. | 8,116 | $313.8K | 0.00% | +8,116 | New |
| Global Retirement Partners, LLC | 8,025 | $310.3K | 0.01% | +6,269+357.0% | Added |
| Balyasny Asset Management LLC | 7,815 | $302.2K | 0.00% | +7,815 | New |
| Edmond de Rothschild Holding S.A. | 7,800 | $301.6K | 0.00% | +800+11.4% | Added |
| Capital International Inc | 7,797 | $301.5K | 0.00% | −958−10.9% | Reduced |
| Diligent Investors, LLC | 7,540 | $291.6K | 0.07% | −5,327−41.4% | Reduced |
| United Capital Financial Advisers, LLC | 7,428 | $287.2K | 0.00% | +1,902+34.4% | Added |
| Creative Planning | 7,352 | $284.3K | 0.00% | +270+3.8% | Added |
| Empirical Finance, LLC | 7,342 | $283.9K | 0.01% | −471−6.0% | Reduced |
| Pflug Koory, LLC | 7,292 | $282.0K | 0.13% | −300−4.0% | Reduced |
| Investors Asset Management of Georgia Inc | 7,207 | $278.7K | 0.12% | −100−1.4% | Reduced |
| International Private Wealth Advisors LLC | 7,152 | $276.6K | 0.17% | +245+3.5% | Added |
| Chicago Capital, LLC | 7,075 | $273.6K | 0.01% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,029 | $271.8K | 0.05% | −940−11.8% | Reduced |
| CAPROCK Group, Inc. | 6,810 | $263.3K | 0.01% | +6,810 | New |
| Prestige Wealth Management Group LLC | 6,704 | $259.2K | 0.05% | +6,695+74,388.9% | Added |