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, Q1 2026
Institutional positions in Smurfit Westrock plc as of Mar 31, 2026. 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
- 617
- +29 vs. Q4 2025
- Shares held
- 476.8M
- +80.5M (+20.3%) vs. Q4 2025
- Total value
- $19.0B
- +$3.65B (+23.8%) vs. Q4 2025
- New holders
- 102
- 263 more added
- Sold out
- 73
- 176 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $19.6B |
| Q2 2025 | 580 | $19.5B |
| Q1 2025 | 596 | $19.7B |
| Q4 2024 | 604 | $23.6B |
| Q3 2024 | 507 | $23.7B |
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 44,804,829 | $1.79B | 0.03% | +566,300+1.3% | Added |
| Capital Research Global Investors | 38,971,751 | $1.55B | 0.24% | +2,844,074+7.9% | Added |
| Vanguard Capital Management LLC | 33,960,747 | $1.35B | 0.03% | +33,960,747 | New |
| State Street Corp | 25,258,844 | $1.01B | 0.03% | +606,712+2.5% | Added |
| Nuveen, LLC | 24,590,686 | $979.9M | 0.27% | +2,317,483+10.4% | Added |
| Vanguard Portfolio Management LLC | 24,315,691 | $969.0M | 0.05% | +24,315,691 | New |
| Causeway Capital Management LLC | 15,566,028 | $620.3M | 7.61% | −3,566,851−18.6% | Reduced |
| Geode Capital Management, LLC | 14,265,503 | $566.4M | 0.04% | +469,516+3.4% | Added |
| Orbis Allan Gray Ltd | 13,775,054 | $548.9M | 2.32% | −181,814−1.3% | Reduced |
| Franklin Resources Inc | 12,932,618 | $515.7M | 0.13% | +6,095,304+89.1% | Added |
| Capital World Investors | 12,472,417 | $497.0M | 0.07% | +12,472,417 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,678,423 | $425.2M | 0.39% | +9,890,684+1,255.6% | Added |
| Invesco Ltd. | 10,645,905 | $424.2M | 0.04% | +1,103,368+11.6% | Added |
| FMR LLC | 10,092,067 | $402.2M | 0.02% | −1,036,967−9.3% | Reduced |
| Bank of New York Mellon Corp | 8,823,021 | $351.6M | 0.06% | −231,008−2.6% | Reduced |
| Ameriprise Financial Inc | 8,593,814 | $342.5M | 0.08% | −79,630−0.9% | Reduced |
| Deutsche Bank AG | 6,529,550 | $260.2M | 0.09% | −723,460−10.0% | Reduced |
| Goldman Sachs Group Inc | 5,975,778 | $238.1M | 0.03% | +2,888,770+93.6% | Added |
| Morgan Stanley | 5,971,038 | $237.9M | 0.01% | +723,515+13.8% | Added |
| Nordea Investment Management AB | 6,017,633 | $234.9M | 0.22% | +567,551+10.4% | Added |
| Bank of America Corp | 5,460,163 | $217.6M | 0.02% | +318,336+6.2% | Added |
| AQR Capital Management LLC | 5,043,214 | $198.2M | 0.09% | −680,886−11.9% | Reduced |
| Dimensional Fund Advisors LP | 4,848,130 | $193.1M | 0.04% | +160,510+3.4% | Added |
| Northern Trust Corp | 4,705,981 | $187.5M | 0.02% | −75,927−1.6% | Reduced |
| Legal & General Group Plc | 4,484,439 | $177.9M | 0.04% | −103,548−2.3% | Reduced |
| JPMorgan Chase & Co | 4,410,010 | $168.7M | 0.01% | +1,191,195+37.0% | Added |
| UBS Group AG | 4,003,393 | $159.5M | 0.03% | +382,716+10.6% | Added |
| Amundi | 3,964,673 | $158.0M | 0.04% | −190,316−4.6% | Reduced |
| Canada Pension Plan Investment Board | 3,757,109 | $149.7M | 0.10% | +3,757,109 | New |
| Charles Schwab Investment Management Inc | 3,538,580 | $141.0M | 0.02% | +203,729+6.1% | Added |
| Vanguard Fiduciary Trust Co | 2,941,492 | $117.2M | 0.03% | +2,941,492 | New |
| Ruffer LLP | 2,786,197 | $111.3M | 4.56% | −1,717,954−38.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,520,236 | $100.4M | 1.38% | +118,088+4.9% | Added |
| Thompson Siegel & Walmsley LLC | 2,445,235 | $97.4M | 1.72% | −108,800−4.3% | Reduced |
| Massachusetts Financial Services Co | 2,387,334 | $96.3M | 0.03% | −172,494−6.7% | Reduced |
| Citigroup Inc | 1,954,583 | $77.9M | 0.05% | +215,504+12.4% | Added |
| Alberta Investment Management Corp | 1,944,236 | $77.5M | 0.48% | +548,600+39.3% | Added |
| Lansdowne Partners (UK) LLP | 1,870,219 | $74.5M | 3.99% | +1,612,995+627.1% | Added |
| Royal Bank of Canada | 1,820,494 | $72.5M | 0.01% | +88,309+5.1% | Added |
| Alliancebernstein L.P. | 1,867,831 | $72.2M | 0.02% | −333,017−15.1% | Reduced |
| First Trust Advisors LP | 1,751,085 | $69.8M | 0.05% | +406,868+30.3% | Added |
| Barclays PLC | 1,611,323 | $64.2M | 0.02% | −1,591,326−49.7% | Reduced |
| Swiss National Bank | 1,532,397 | $61.1M | 0.04% | +101,500+7.1% | Added |
| Sound Shore Management Inc | 1,509,136 | $60.1M | 2.02% | +1,509,136 | New |
| SEI Investments Co | 1,497,967 | $59.7M | 0.06% | −310,239−17.2% | Reduced |
| Pictet Asset Management Holding SA | 1,419,085 | $56.6M | 0.06% | −1,559,937−52.4% | Reduced |
| Polaris Capital Management, LLC | 1,366,550 | $54.5M | 4.46% | −81,100−5.6% | Reduced |
| BNP Paribas Arbitrage, SA | 1,300,851 | $51.8M | 0.03% | +85,183+7.0% | Added |
| Cullen Capital Management LLC | 1,245,910 | $49.6M | 0.51% | +321,462+34.8% | Added |
| Vontobel Holding Ltd. | 1,222,803 | $48.7M | 0.17% | −46,332−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,218,471 | $48.5M | 0.04% | +38,940+3.3% | Added |
| Aviva PLC | 1,212,655 | $47.8M | 0.08% | +14,839+1.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,179,837 | $47.0M | 0.03% | +39,013+3.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,173,007 | $46.7M | 0.03% | +51,045+4.5% | Added |
| Vanguard Global Advisers, LLC | 1,162,365 | $46.3M | 0.02% | +1,162,365 | New |
| FIL Ltd | 1,157,416 | $46.2M | 0.04% | −6,947,887−85.7% | Reduced |
| Price T Rowe Associates Inc | 1,123,272 | $44.8M | 0.01% | +74,653+7.1% | Added |
| HSBC Holdings PLC | 1,110,677 | $44.1M | 0.03% | +1,110,677 | New |
| Verbena Value LP | 1,076,500 | $42.9M | 7.02% | +431,900+67.0% | Added |
| Vanguard Asset Management, Ltd | 1,032,139 | $41.1M | 0.04% | +1,032,139 | New |
| Exane Asset Management | 836,638 | $38.4M | 7.85% | +271,700+48.1% | Added |
| Capital International Investors | 947,319 | $37.8M | 0.01% | +559,552+144.3% | Added |
| Rhumbline Advisers | 930,822 | $37.1M | 0.03% | −19,968−2.1% | Reduced |
| Russell Investments Group, Ltd. | 921,918 | $36.7M | 0.04% | −97,354−9.6% | Reduced |
| KBC Group NV | 875,030 | $34.9M | 0.09% | +440,279+101.3% | Added |
| California Public Employees Retirement System | 847,401 | $33.8M | 0.02% | −23,407−2.7% | Reduced |
| Oslo Pensjonsforsikring AS | 837,817 | $33.4M | 5.20% | +837,817 | New |
| Van Eck Associates Corp | 774,179 | $30.9M | 0.02% | +156,744+25.4% | Added |
| Patten & Patten Inc | 774,162 | $30.9M | 1.86% | −1,568−0.2% | Reduced |
| Bank of Montreal | 730,081 | $29.1M | 0.01% | +344,074+89.1% | Added |
| Man Group plc | 724,841 | $28.9M | 0.06% | +226,623+45.5% | Added |
| Principal Financial Group Inc | 704,670 | $28.1M | 0.01% | +27,527+4.1% | Added |
| Gotham Asset Management, LLC | 699,914 | $27.9M | 0.09% | +43,418+6.6% | Added |
| ExodusPoint Capital Management, LP | 676,290 | $27.0M | 0.27% | +663,619+5,237.3% | Added |
| Lakewood Capital Management, LP | 675,897 | $26.9M | 1.73% | −509,400−43.0% | Reduced |
| Alps Advisors Inc | 662,744 | $26.4M | 0.12% | −11,794−1.7% | Reduced |
| Mackenzie Financial Corp | 670,099 | $26.4M | 0.03% | +214,122+47.0% | Added |
| Envestnet Asset Management Inc | 635,590 | $25.3M | 0.01% | +141,712+28.7% | Added |
| Compagnie Lombard Odier SCmA | 620,957 | $24.7M | 0.30% | −55,265−8.2% | Reduced |
| Brown Advisory Inc | 619,368 | $24.7M | 0.04% | +89,752+16.9% | Added |
| Evelyn Partners Investment Management LLP | 603,376 | $24.0M | 0.65% | −87,647−12.7% | Reduced |
| California State Teachers Retirement System | 603,376 | $24.0M | 0.03% | −31,486−5.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 584,025 | $22.9M | 0.04% | −393,362−40.2% | Reduced |
| Salem Investment Counselors Inc | 570,563 | $22.7M | 0.67% | +16,506+3.0% | Added |
| SG Americas Securities, LLC | 555,264 | $22.1M | 0.02% | +402,911+264.5% | Added |
| American Century Companies Inc | 551,077 | $22.0M | 0.01% | +369,352+203.2% | Added |
| Worldquant Millennium Advisors LLC | 496,871 | $19.8M | 0.08% | +425,760+598.7% | Added |
| Citadel Advisors LLC | 496,692 | $19.8M | 0.01% | −2,209,592−81.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 486,416 | $19.3M | 0.06% | +486,416 | New |
| Wellington Management Group LLP | 479,470 | $19.1M | 0.00% | +44,077+10.1% | Added |
| Savant Capital, LLC | 467,983 | $18.6M | 0.09% | +581+0.1% | Added |
| Holowesko Partners Ltd. | 459,200 | $18.3M | 5.13% | +11,700+2.6% | Added |
| Arnhold LLC | 462,368 | $18.3M | 1.34% | 00.0% | Unchanged |
| Sycomore Asset Management | 488,737 | $18.0M | 2.51% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 449,636 | $17.9M | 5.78% | +38,000+9.2% | Added |
| Scopus Asset Management, L.P. | 440,000 | $17.5M | 0.55% | +440,000 | New |
| State Board of Administration of Florida Retirement System | 431,897 | $17.2M | 0.03% | −4,177−1.0% | Reduced |
| Groupama Asset Managment | 564,888 | $16.8M | 0.25% | −18,997−3.3% | Reduced |
| Royal London Asset Management Ltd | 419,469 | $16.7M | 0.04% | +180,837+75.8% | Added |
| Cambiar Investors LLC | 408,283 | $16.3M | 0.75% | +5,873+1.5% | Added |