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 |
|---|---|---|---|---|---|
| Jain Global LLC | 6,692 | $258.8K | 0.00% | +6,692 | New |
| Stephens Inc | 6,202 | $239.8K | 0.00% | +624+11.2% | Added |
| Patton Fund Management, Inc. | 6,101 | $235.9K | 0.03% | +886+17.0% | Added |
| Wealthspire Advisors, LLC | 6,101 | $235.9K | 0.00% | +1,836+43.0% | Added |
| EverSource Wealth Advisors, LLC | 6,030 | $233.2K | 0.01% | +205+3.5% | Added |
| Hibernia Wealth Partners, LLC | 5,832 | $225.5K | 0.07% | +5,832 | New |
| Ossiam | 5,769 | $223.1K | 0.00% | −32,576−85.0% | Reduced |
| Southern Financial Group, LLC | 5,754 | $222.5K | 0.06% | +5,754 | New |
| Pinnacle Financial Partners, Inc. | 5,653 | $218.6K | 0.00% | +5,653 | New |
| Avanza Fonder AB | 5,617 | $217.2K | 0.01% | +5,617 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,568 | $215.3K | 0.02% | +5,568 | New |
| Avise Financial Cooperative, Inc. | 5,542 | $214.3K | 0.19% | +5,542 | New |
| Independent Financial Group, LLC | 5,499 | $212.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,393 | $208.6K | 0.00% | −389−6.7% | Reduced |
| Regions Financial Corp | 5,388 | $208.4K | 0.00% | −921−14.6% | Reduced |
| Whitebox Advisors LLC | 5,348 | $206.8K | 0.00% | +5,348 | New |
| Harbor Advisors LLC | 5,315 | $205.5K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,289 | $204.5K | 0.04% | +5,289 | New |
| GTS Securities LLC | 5,279 | $204.1K | 0.01% | +5,279 | New |
| Lazard Asset Management LLC | 5,266 | $203.6K | 0.00% | −17,136−76.5% | Reduced |
| Paradigm Financial Partners, LLC | 5,215 | $201.7K | 0.02% | +5,215 | New |
| Fifth Third Bancorp | 4,903 | $189.6K | 0.00% | −4,398−47.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,710 | $182.1K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,594 | $177.6K | 0.00% | −1,301−22.1% | Reduced |
| New Age Alpha Advisors, LLC | 4,326 | $167.3K | 0.01% | −4,752−52.3% | Reduced |
| CWM, LLC | 4,212 | $163.0K | 0.00% | −3,921−48.2% | Reduced |
| GAMMA Investing LLC | 4,047 | $156.5K | 0.01% | −2,358−36.8% | Reduced |
| Ostrum Asset Management | 3,934 | $152.1K | 0.01% | −1,304−24.9% | Reduced |
| CX Institutional | 3,889 | $150.0K | 0.00% | +1,030+36.0% | Added |
| Cary Street Partner Investment Advisory LLC | 3,797 | $146.8K | 0.04% | −383−9.2% | Reduced |
| Jones Financial Companies LLLP | 3,590 | $138.8K | 0.00% | +298+9.1% | Added |
| FNY Investment Advisers, LLC | 3,500 | $135.0K | 0.04% | +1,500+75.0% | Added |
| Zions Bancorporation, National Association | 3,441 | $133.1K | 0.01% | +3,191+1,276.4% | Added |
| Citizens National Bank Trust Department | 3,290 | $127.2K | 0.02% | −1,400−29.9% | Reduced |
| SRS Capital Advisors, Inc. | 3,283 | $127.0K | 0.00% | +2,343+249.3% | Added |
| Geneos Wealth Management Inc. | 3,170 | $122.6K | 0.00% | −23−0.7% | Reduced |
| Penserra Capital Management LLC | 2,815 | $108.0K | 0.00% | −26−0.9% | Reduced |
| Smartleaf Asset Management LLC | 2,732 | $106.1K | 0.00% | +411+17.7% | Added |
| Cary Street Partners Financial LLC | 2,740 | $106.0K | 0.00% | −414−13.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,715 | $105.0K | 0.01% | −85−3.0% | Reduced |
| Bank & Trust Co | 2,702 | $104.5K | 0.07% | 00.0% | Unchanged |
| Wexford Capital LP | 2,689 | $104.0K | 0.03% | +2,689 | New |
| Brown Brothers Harriman & Co | 2,658 | $102.8K | 0.00% | +1,715+181.9% | Added |
| Richardson Financial Services Inc. | 2,650 | $102.5K | 0.06% | +2,650 | New |
| Skylands Capital, LLC | 2,617 | $101.2K | 0.01% | −200−7.1% | Reduced |
| Hartford Financial Management Inc. | 2,605 | $100.7K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,447 | $94.6K | 0.00% | −113−4.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,181 | $91.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,260 | $87.0K | 0.05% | +766+51.3% | Added |
| Allworth Financial LP | 2,214 | $85.6K | 0.00% | +77+3.6% | Added |
| Fideuram Asset Management (Ireland) dac | 1,566 | $84.4K | 0.01% | +1,566 | New |
| Farther Finance Advisors, LLC | 2,163 | $83.6K | 0.00% | +434+25.1% | Added |
| Assetmark, Inc | 2,081 | $80.5K | 0.00% | −219−9.5% | Reduced |
| Exchange Traded Concepts, LLC | 2,054 | $79.4K | 0.00% | +215+11.7% | Added |
| McIlrath & Eck, LLC | 2,027 | $78.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,661 | $64.0K | 0.00% | +73+4.6% | Added |
| SageView Advisory Group, LLC | 1,599 | $61.8K | 0.00% | +1,599 | New |
| EFG International AG | 1,565 | $60.5K | 0.00% | +1,565 | New |
| MAI Capital Management | 1,533 | $59.3K | 0.00% | −309−16.8% | Reduced |
| BFSG, LLC | 1,415 | $54.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,327 | $51.3K | 0.00% | +927+231.8% | Added |
| NBC Securities, Inc. | 1,196 | $46.3K | 0.00% | +65+5.7% | Added |
| Sentry Investment Management LLC | 1,110 | $43.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,047 | $40.5K | 0.00% | +593+130.6% | Added |
| Versant Capital Management, Inc | 1,042 | $40.3K | 0.01% | −2,351−69.3% | Reduced |
| Huntington National Bank | 1,017 | $39.3K | 0.00% | −770−43.1% | Reduced |
| Oakworth Capital, Inc. | 1,000 | $38.7K | 0.00% | −1,187−54.3% | Reduced |
| DV Trading LLC | 1,000 | $38.7K | 0.00% | +1,000 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $35.6K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 911 | $35.2K | 0.00% | +911 | New |
| Parallel Advisors, LLC | 815 | $31.5K | 0.00% | −591−42.0% | Reduced |
| Onefund, LLC | 814 | $31.5K | 0.02% | +103+14.5% | Added |
| UBS Asset Management Americas Inc | 809 | $31.3K | 0.00% | +809 | New |
| Rexford Capital Inc | 800 | $30.9K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 776 | $30.0K | 0.01% | −125−13.9% | Reduced |
| Bryn Mawr Trust Co | 764 | $29.5K | 0.00% | −27−3.4% | Reduced |
| IMA Wealth, Inc. | 744 | $28.8K | 0.00% | +87+13.2% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 733 | $28.3K | 0.00% | +733 | New |
| DV Equities, LLC | 725 | $28.0K | 0.01% | +725 | New |
| Sarver Vrooman Wealth Advisors | 712 | $27.5K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 699 | $27.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 675 | $26.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 672 | $26.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 672 | $26.0K | 0.00% | −563−45.6% | Reduced |
| TD Waterhouse Canada Inc. | 640 | $24.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 603 | $23.3K | 0.00% | −186−23.6% | Reduced |
| Essential Partners LLC | 575 | $22.2K | 0.01% | +424+280.8% | Added |
| Cromwell Holdings LLC | 550 | $21.3K | 0.01% | −6−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 549 | $21.2K | 0.00% | +76+16.1% | Added |
| Manchester Capital Management LLC | 535 | $20.7K | 0.00% | +67+14.3% | Added |
| Medallion Wealth Advisors, LLC | 520 | $20.1K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 498 | $19.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 471 | $18.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 465 | $18.0K | 0.00% | +13+2.9% | Added |
| Creative Financial Designs Inc | 381 | $14.7K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 360 | $13.9K | 0.01% | +360 | New |
| NBT Bank N A | 39 | $13.8K | 0.00% | −4−9.3% | Reduced |
| State of Wyoming | 352 | $13.6K | 0.00% | −116−24.8% | Reduced |
| Parkside Financial Bank & Trust | 347 | $13.4K | 0.00% | +107+44.6% | Added |
| Raiffeisen Bank International AG | 333 | $12.9K | 0.00% | −30,237−98.9% | Reduced |