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
- +31 vs. Q4 2025
- Shares held
- 476.8M
- +93.7M (+24.4%) vs. Q4 2025
- Total value
- $19.0B
- +$4.16B (+28.1%) vs. Q4 2025
- New holders
- 102
- 264 more added
- Sold out
- 71
- 175 more reduced
10 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 | $19.3B |
| 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, 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 |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 234 | $9.32K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 248 | $9.88K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 250 | $9.96K | 0.01% | +240+2,400.0% | Added |
| Heritage Wealth Advisors | 263 | $10.5K | 0.00% | +263 | New |
| Quarry LP | 282 | $11.2K | 0.00% | +174+161.1% | Added |
| Pinnacle Bancorp, Inc. | 297 | $11.8K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 313 | $12.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 313 | $12.5K | 0.00% | +313 | New |
| Sapience Investments, LLC | 318 | $12.7K | 1.64% | −16,783−98.1% | Reduced |
| Rossby Financial, LCC | 323 | $13.0K | 0.00% | +57+21.4% | Added |
| Umb Bank N A | 328 | $13.1K | 0.00% | +108+49.1% | Added |
| Larson Financial Group LLC | 331 | $13.2K | 0.00% | +118+55.4% | Added |
| Essential Partners LLC | 352 | $14.0K | 0.00% | −223−38.8% | Reduced |
| NBT Bank N A | 356 | $14.2K | 0.00% | +317+812.8% | Added |
| Creative Financial Designs Inc | 381 | $15.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 385 | $15.3K | 0.00% | +99+34.6% | Added |
| CVA Family Office, LLC | 390 | $15.5K | 0.00% | +374+2,337.5% | Added |
| Parkside Financial Bank & Trust | 396 | $15.8K | 0.00% | +49+14.1% | Added |
| Meeder Asset Management Inc | 397 | $15.8K | 0.00% | +150+60.7% | Added |
| SOA Wealth Advisors, LLC. | 400 | $16.0K | 0.00% | +400 | Added |
| Mather Group, LLC. | 436 | $17.4K | 0.00% | +436 | New |
| Deseret Mutual Benefit Administrators | 454 | $18.1K | 0.01% | +454 | New |
| Salomon & Ludwin, LLC | 465 | $18.3K | 0.00% | +465 | New |
| Armstrong Advisory Group, Inc | 471 | $18.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 498 | $19.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 520 | $20.7K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 550 | $21.9K | 0.00% | −7,700−93.3% | Reduced |
| Raiffeisen Bank International AG | 605 | $23.1K | 0.00% | +272+81.7% | Added |
| Cromwell Holdings LLC | 612 | $24.4K | 0.01% | +62+11.3% | Added |
| Ancora Advisors, LLC | 655 | $26.1K | 0.00% | −392−37.4% | Reduced |
| Manchester Capital Management LLC | 655 | $26.1K | 0.00% | +120+22.4% | Added |
| First United Bank Trust | 675 | $26.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 672 | $27.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 693 | $27.6K | 0.00% | +21+3.1% | Added |
| Twin Lakes Capital Management, LLC | 699 | $27.9K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 712 | $28.4K | 0.02% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 746 | $29.7K | 0.00% | +13+1.8% | Added |
| Root Financial Partners, LLC | 768 | $30.6K | 0.00% | +501+187.6% | Added |
| GWM Advisors LLC | 779 | $31.1K | 0.00% | +176+29.2% | Added |
| Rexford Capital Inc | 800 | $31.9K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 883 | $35.2K | 0.00% | +868+5,786.7% | Added |
| Rothschild Investment LLC | 895 | $35.7K | 0.00% | +628+235.2% | Added |
| Tiaa Trust, National Association | 899 | $35.8K | 0.00% | −222,531−99.6% | Reduced |
| McMillan Office, Inc. | 911 | $36.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $36.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 933 | $37.2K | 0.00% | +118+14.5% | Added |
| Oakworth Capital, Inc. | 1,000 | $39.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,058 | $42.2K | 0.00% | +748+241.3% | Added |
| Bayforest Capital Ltd | 1,157 | $46.1K | 0.05% | +1,157 | New |
| NBC Securities, Inc. | 1,199 | $47.8K | 0.00% | +3+0.3% | Added |
| TD Waterhouse Canada Inc. | 1,277 | $51.2K | 0.00% | +637+99.5% | Added |
| Huntington National Bank | 1,371 | $54.6K | 0.00% | +354+34.8% | Added |
| BFSG, LLC | 1,415 | $56.4K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,434 | $57.5K | 0.04% | +620+76.2% | Added |
| Axiom Investment Management LLC | 1,554 | $61.9K | 0.05% | +1,554 | New |
| McIlrath & Eck, LLC | 1,680 | $66.9K | 0.00% | −347−17.1% | Reduced |
| MAI Capital Management | 1,725 | $68.7K | 0.00% | +192+12.5% | Added |
| Covestor Ltd | 1,905 | $76.0K | 0.05% | −355−15.7% | Reduced |
| TD Private Client Wealth LLC | 1,958 | $78.0K | 0.00% | −489−20.0% | Reduced |
| Cary Street Partners Financial LLC | 2,120 | $84.5K | 0.00% | −620−22.6% | Reduced |
| Assetmark, Inc | 2,185 | $87.1K | 0.00% | +104+5.0% | Added |
| Smartleaf Asset Management LLC | 2,323 | $88.9K | 0.00% | −409−15.0% | Reduced |
| Siemens Fonds Invest GmbH | 3,181 | $94.4K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,605 | $103.8K | 0.03% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,617 | $104.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,671 | $106.4K | 0.00% | +2,206+474.4% | Added |
| Bank & Trust Co | 2,702 | $107.7K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,849 | $113.5K | 0.01% | +1,807+173.4% | Added |
| Penserra Capital Management LLC | 2,917 | $115.0K | 0.00% | +102+3.6% | Added |
| Richardson Financial Services Inc. | 2,990 | $119.2K | 0.07% | +340+12.8% | Added |
| Allworth Financial LP | 3,051 | $121.6K | 0.00% | +837+37.8% | Added |
| Transamerica Financial Advisors, Inc. | 3,056 | $121.8K | 0.01% | +341+12.6% | Added |
| Geneos Wealth Management Inc. | 3,122 | $124.4K | 0.00% | −48−1.5% | Reduced |
| Bessemer Group Inc | 3,208 | $128.0K | 0.00% | +1,547+93.1% | Added |
| Advisory Services Network, LLC | 3,272 | $130.4K | 0.00% | +3,272 | New |
| Citizens National Bank Trust Department | 3,290 | $131.1K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3,556 | $141.7K | 0.02% | +3,556 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,883 | $154.7K | 0.00% | +3,883 | New |
| Group One Trading, L.P. | 3,966 | $158.0K | 0.01% | +3,966 | New |
| Ostrum Asset Management | 3,993 | $159.1K | 0.01% | +59+1.5% | Added |
| CX Institutional | 4,096 | $163.0K | 0.00% | +207+5.3% | Added |
| SRS Capital Advisors, Inc. | 4,131 | $166.6K | 0.00% | +848+25.8% | Added |
| Cary Street Partner Investment Advisory LLC | 4,506 | $179.6K | 0.05% | +709+18.7% | Added |
| New Age Alpha Advisors, LLC | 4,664 | $185.9K | 0.01% | +338+7.8% | Added |
| Ameritas Investment Partners, Inc. | 4,710 | $187.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,808 | $191.6K | 0.02% | −760−13.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,881 | $194.5K | 0.00% | −512−9.5% | Reduced |
| US Bancorp | 4,983 | $198.6K | 0.00% | −4,035−44.7% | Reduced |
| RiverFront Investment Group, LLC | 5,034 | $200.6K | 0.00% | +5,034 | New |
| Wesbanco Bank Inc | 5,045 | $201.0K | 0.01% | +5,045 | New |
| Journey Strategic Wealth LLC | 5,155 | $205.4K | 0.01% | +5,155 | New |
| Benjamin Edwards Inc | 5,173 | $206.1K | 0.00% | +5,173 | New |
| OneAscent Financial Services LLC | 5,238 | $208.7K | 0.01% | +5,238 | New |
| Harbor Advisors LLC | 5,315 | $211.8K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,429 | $216.3K | 0.02% | +5,429 | New |
| Mirabella Financial Services LLP | 5,451 | $217.2K | 0.02% | −6,576−54.7% | Reduced |
| Avise Financial Cooperative, Inc. | 5,507 | $219.5K | 0.18% | −35−0.6% | Reduced |
| Keybank National Association | 5,547 | $221.0K | 0.00% | +5,547 | New |
| Calamos Advisors LLC | 5,627 | $224.2K | 0.00% | +5,627 | New |