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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 313 | $12.1K | 0.00% | +90+40.4% | Added |
| Signaturefd, LLC | 310 | $12.0K | 0.00% | −1,437−82.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 308 | $11.9K | 0.00% | +288+1,440.0% | Added |
| Monetary Management Group Inc | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 300 | $11.6K | 0.00% | +300 | New |
| Pinnacle Bancorp, Inc. | 297 | $11.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 286 | $11.1K | 0.00% | +218+320.6% | Added |
| Root Financial Partners, LLC | 267 | $10.3K | 0.00% | −509−65.6% | Reduced |
| Rothschild Investment LLC | 267 | $10.3K | 0.00% | +234+709.1% | Added |
| Rossby Financial, LCC | 266 | $10.3K | 0.00% | +266 | New |
| Smallwood Wealth Investment Management, LLC | 248 | $9.59K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 247 | $9.55K | 0.00% | +246+24,600.0% | Added |
| Beaird Harris Wealth Management, LLC | 234 | $9.05K | 0.00% | −94−28.7% | Reduced |
| Financial Perspectives, Inc | 224 | $8.66K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 220 | $8.51K | 0.00% | −67−23.3% | Reduced |
| Larson Financial Group LLC | 213 | $8.24K | 0.00% | +76+55.5% | Added |
| SBI Securities Co., Ltd. | 204 | $7.89K | 0.00% | −254−55.5% | Reduced |
| Atlantic Union Bankshares Corp | 190 | $7.35K | 0.00% | −312−62.2% | Reduced |
| WPG Advisers, LLC | 189 | $7.31K | 0.01% | +103+119.8% | Added |
| Spire Wealth Management | 185 | $7.15K | 0.00% | −455−71.1% | Reduced |
| Westfuller Advisors, LLC | 172 | $6.64K | 0.00% | −235−57.7% | Reduced |
| Prosperity Bancshares Inc | 171 | $6.61K | 0.01% | +171 | New |
| Eastern Bank | 156 | $6.03K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 161 | $6.00K | 0.00% | −104−39.2% | Reduced |
| Delta Asset Management LLC | 150 | $5.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 148 | $5.72K | 0.00% | +127+604.8% | Added |
| Elyxium Wealth, LLC | 140 | $5.41K | 0.00% | +140 | New |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 117 | $4.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 117 | $4.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 113 | $4.37K | 0.00% | +113 | New |
| Howard Hughes Medical Institute | 112 | $4.33K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $4.25K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 108 | $4.18K | 0.00% | −1,054−90.7% | Reduced |
| Colonial Trust Co | 99 | $3.84K | 0.00% | −7−6.6% | Reduced |
| JFS Wealth Advisors, LLC | 98 | $3.79K | 0.00% | +59+151.3% | Added |
| Private Trust Co NA | 97 | $3.75K | 0.00% | +37+61.7% | Added |
| North Star Investment Management Corp. | 86 | $3.33K | 0.00% | +13+17.8% | Added |
| Abound Wealth Management | 85 | $3.30K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 85 | $3.28K | 0.00% | −9−9.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 84 | $3.25K | 0.00% | +18+27.3% | Added |
| MV Capital Management, Inc. | 71 | $2.75K | 0.00% | −94−57.0% | Reduced |
| Hilton Head Capital Partners, LLC | 66 | $2.55K | 0.00% | +66 | New |
| Quent Capital, LLC | 62 | $2.40K | 0.00% | −244−79.7% | Reduced |
| DT Investment Partners, LLC | 60 | $2.32K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 59 | $2.28K | 0.00% | −33−35.9% | Reduced |
| Maseco LLP | 56 | $2.16K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $2.09K | 0.00% | +4+8.0% | Added |
| Signature Equity Partners, LLC | 53 | $2.05K | 0.00% | +53 | New |
| Keating Financial Advisory Services, Inc. | 50 | $1.93K | 0.00% | +50 | New |
| Torren Management, LLC | 47 | $1.83K | 0.00% | +47 | New |
| Raffa Wealth Management, LLC | 44 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 42 | $1.62K | 0.00% | +42 | New |
| Cornerstone Planning Group LLC | 37 | $1.57K | 0.00% | −77−67.5% | Reduced |
| Harbor Investment Advisory, LLC | 40 | $1.55K | 0.00% | −65−61.9% | Reduced |
| Addison Advisors LLC | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 38 | $1.47K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 37 | $1.43K | 0.00% | −79−68.1% | Reduced |
| ORG Partners LLC | 37 | $1.43K | 0.00% | −38−50.7% | Reduced |
| Key Capital Management, INC | 35 | $1.35K | 0.00% | +35 | New |
| Clayton Financial Group LLC | 32 | $1.24K | 0.00% | +32 | New |
| Groupe la Francaise | 36 | $1.21K | 0.00% | −43,312−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $1.16K | 0.00% | −15−33.3% | Reduced |
| Turning Point Benefit Group, Inc. | 30 | $1.16K | 0.00% | +30 | New |
| Avion Wealth | 40 | $1.00K | 0.00% | −9−18.4% | Reduced |
| Kilter Group LLC | 25 | $967 | 0.00% | +25 | New |
| Boyd Watterson Asset Management LLC | 23 | $889 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $851 | 0.00% | −2−8.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $774 | 0.00% | −260−92.9% | Reduced |
| First Command Advisory Services, Inc. | 19 | $735 | 0.00% | +19 | New |
| ZRC Wealth Management, LLC | 18 | $697 | 0.00% | −3−14.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 18 | $696 | 0.00% | −1−5.3% | Reduced |
| CVA Family Office, LLC | 16 | $619 | 0.00% | −131−89.1% | Reduced |
| Quadrant Capital Group LLC | 15 | $581 | 0.00% | −1,409−98.9% | Reduced |
| Bell Investment Advisors, Inc | 15 | $581 | 0.00% | −59−79.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 15 | $580 | 0.00% | −550−97.3% | Reduced |
| Curio Wealth, LLC | 15 | $572 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $503 | 0.00% | −70−84.3% | Reduced |
| Rialto Wealth Management, LLC | 13 | $503 | 0.00% | −61−82.4% | Reduced |
| American Capital Advisory, LLC | 13 | $503 | 0.00% | −1−7.1% | Reduced |
| Valued Wealth Advisors LLC | 13 | $503 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 12 | $465 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 12 | $464 | 0.00% | +12 | New |
| Activest Wealth Management | 10 | $387 | 0.00% | −47−82.5% | Reduced |
| Quaker Wealth Management, LLC | 10 | $387 | 0.00% | −2−16.7% | Reduced |
| Whipplewood Advisors, LLC | 10 | $387 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 7 | $271 | 0.00% | −12−63.2% | Reduced |
| HFM Investment Advisors, LLC | 7 | $271 | 0.00% | −6−46.2% | Reduced |
| Trust Co of Toledo NA | 6 | $232 | 0.00% | −2−25.0% | Reduced |
| Wealth Preservation Advisors, LLC | 6 | $232 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $193 | 0.00% | +5 | New |
| Atlantic Trust, LLC | 4 | $155 | 0.00% | −62−93.9% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $155 | 0.00% | −9−69.2% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $116 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 0 | $10 | 0.00% | 0 | Unchanged |
| 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 |