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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 5,627 | $224.2K | 0.01% | +5,627 | New |
| Ronald Blue Trust, Inc. | 5,791 | $230.8K | 0.00% | −10,471−64.4% | Reduced |
| Avanza Fonder AB | 5,870 | $233.9K | 0.01% | +253+4.5% | Added |
| Hibernia Wealth Partners, LLC | 5,950 | $237.1K | 0.07% | +118+2.0% | Added |
| Blair William & Co | 6,064 | $241.7K | 0.00% | +6,064 | New |
| Paradigm Financial Partners, LLC | 6,134 | $244.4K | 0.04% | +919+17.6% | Added |
| AE Wealth Management LLC | 6,142 | $244.7K | 0.00% | −363,510−98.3% | Reduced |
| UBS Asset Management Americas Inc | 6,198 | $247.0K | 0.00% | +5,389+666.1% | Added |
| Aaron Wealth Advisors | 6,229 | $248.2K | 0.01% | +6,229 | New |
| ASR Vermogensbeheer N.V. | 6,300 | $251.1K | 0.00% | +6,300 | New |
| Southern Financial Group, LLC | 6,489 | $258.6K | 0.07% | +735+12.8% | Added |
| Farringdon Capital, Ltd. | 6,553 | $261.1K | 0.06% | +6,553 | New |
| Patton Fund Management, Inc. | 6,603 | $263.1K | 0.04% | +502+8.2% | Added |
| United Capital Financial Advisers, LLC | 6,603 | $263.1K | 0.00% | −825−11.1% | Reduced |
| CWM, LLC | 6,617 | $263.7K | 0.00% | +2,405+57.1% | Added |
| Twinbeech Capital LP | 6,700 | $267.0K | 0.03% | +6,700 | New |
| Diligent Investors, LLC | 6,805 | $271.2K | 0.07% | −735−9.7% | Reduced |
| CAPROCK Group, Inc. | 6,853 | $273.1K | 0.01% | +43+0.6% | Added |
| Patten Group, Inc. | 7,041 | $280.6K | 0.05% | +12+0.2% | Added |
| Chicago Capital, LLC | 7,075 | $281.9K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 7,175 | $285.9K | 0.00% | −13,080−64.6% | Reduced |
| Investors Asset Management of Georgia Inc | 7,207 | $287.2K | 0.12% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 7,277 | $290.0K | 0.09% | +7,277 | New |
| Pflug Koory, LLC | 7,292 | $290.6K | 0.13% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,359 | $293.3K | 0.00% | +2,456+50.1% | Added |
| La Banque Postale Asset Management SA | 7,365 | $293.5K | 0.00% | −20,689−73.7% | Reduced |
| Concentric Capital Strategies, LP | 7,370 | $293.7K | 0.03% | +7,370 | New |
| Teacher Retirement System of Texas | 7,785 | $310.2K | 0.00% | −9,485−54.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,289 | $330.3K | 0.21% | −2,759−25.0% | Reduced |
| Evergreen Capital Management LLC | 8,344 | $332.5K | 0.01% | −4,127−33.1% | Reduced |
| Moors & Cabot, Inc. | 8,466 | $337.4K | 0.01% | −40.0% | Reduced |
| TCW Group Inc | 8,537 | $340.2K | 0.00% | +413+5.1% | Added |
| Flagship Harbor Advisors, LLC | 9,125 | $363.6K | 0.02% | +300+3.4% | Added |
| AlphaStar Capital Management, LLC | 9,130 | $363.8K | 0.03% | +9,130 | New |
| Exchange Traded Concepts, LLC | 9,165 | $365.2K | 0.00% | +7,111+346.2% | Added |
| Brown Brothers Harriman & Co | 9,265 | $369.2K | 0.00% | +6,607+248.6% | Added |
| Balyasny Asset Management LLC | 9,393 | $374.3K | 0.00% | +1,578+20.2% | Added |
| HB Wealth Management, LLC | 9,417 | $375.3K | 0.00% | +9,417 | New |
| Atomi Financial Group, Inc. | 9,634 | $383.9K | 0.01% | +895+10.2% | Added |
| Rockefeller Capital Management L.P. | 9,681 | $385.8K | 0.00% | −1,103−10.2% | Reduced |
| EverSource Wealth Advisors, LLC | 9,877 | $393.6K | 0.01% | +3,847+63.8% | Added |
| M&T Bank Corp | 9,972 | $397.9K | 0.00% | −1,310−11.6% | Reduced |
| Vestcor Inc | 10,257 | $409.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 10,555 | $420.6K | 0.01% | +4,786+83.0% | Added |
| Capital International Inc | 10,844 | $432.1K | 0.00% | +3,047+39.1% | Added |
| 626 Financial, LLC | 10,860 | $432.8K | 0.19% | −2,695−19.9% | Reduced |
| Snowden Capital Advisors LLC | 10,979 | $437.5K | 0.01% | +10,979 | New |
| Tower Research Capital LLC (TRC) | 11,273 | $449.2K | 0.01% | −613−5.2% | Reduced |
| GAMMA Investing LLC | 11,307 | $450.6K | 0.02% | +7,260+179.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,420 | $455.5K | 0.00% | +1,813+18.9% | Added |
| Peloton Wealth Strategists | 11,700 | $466.0K | 0.19% | +11,700 | New |
| Citizens Financial Group Inc | 11,840 | $471.8K | 0.01% | +213+1.8% | Added |
| Mangrove Partners | 11,879 | $473.4K | 0.04% | +11,879 | New |
| Wealth Alliance | 11,985 | $477.6K | 0.05% | +11,985 | New |
| Everence Capital Management Inc | 12,168 | $485.0K | 0.03% | −5,642−31.7% | Reduced |
| MML Investors Services, LLC | 12,299 | $490.1K | 0.00% | −480−3.8% | Reduced |
| DRW Securities, LLC | 12,358 | $492.5K | 0.03% | +12,358 | New |
| Caitong International Asset Management Co., Ltd | 12,751 | $508.1K | 0.09% | +12,443+4,039.9% | Added |
| Weatherly Asset Management L. P. | 12,769 | $508.8K | 0.04% | −1,496−10.5% | Reduced |
| AMG National Trust Bank | 12,794 | $509.8K | 0.01% | +3,171+33.0% | Added |
| Harbour Capital Advisors, LLC | 13,125 | $520.9K | 0.10% | +13,125 | New |
| Prosperity Consulting Group, LLC | 13,083 | $521.4K | 0.02% | +1,620+14.1% | Added |
| Wealthfront Advisers LLC | 13,406 | $534.2K | 0.00% | +3,662+37.6% | Added |
| Wahed Invest LLC | 13,575 | $541.0K | 0.07% | −146−1.1% | Reduced |
| Nomura Holdings Inc | 13,642 | $543.6K | 0.00% | +4,375+47.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,710 | $546.3K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,837 | $551.4K | 0.00% | +2,886+26.4% | Added |
| Squarepoint Ops LLC | 13,887 | $553.4K | 0.00% | −29−0.2% | Reduced |
| CenterBook Partners LP | 13,921 | $554.8K | 0.03% | +13,921 | New |
| V-Square Quantitative Management LLC | 13,930 | $555.1K | 0.06% | +218+1.6% | Added |
| Securian Asset Management, Inc | 14,099 | $561.8K | 0.02% | −100−0.7% | Reduced |
| Axq Capital, LP | 14,127 | $563.0K | 0.07% | +1,981+16.3% | Added |
| Advisor Group Holdings, Inc. | 14,310 | $570.3K | 0.00% | −4,441−23.7% | Reduced |
| Prelude Capital Management, LLC | 14,341 | $571.5K | 0.04% | +739+5.4% | Added |
| Nomura Asset Management International Inc. | 14,385 | $573.0K | 0.00% | +14,385 | New |
| MUFG Securities Americas Inc. | 14,455 | $576.0K | 0.04% | +387+2.8% | Added |
| Profund Advisors LLC | 14,986 | $597.2K | 0.02% | +2,116+16.4% | Added |
| Stance Capital LLC | 15,045 | $599.5K | 0.29% | −23,828−61.3% | Reduced |
| North Dakota State Investment Board | 15,058 | $600.1K | 0.03% | −2,808−15.7% | Reduced |
| Park Avenue Securities LLC | 15,857 | $632.0K | 0.00% | +1,734+12.3% | Added |
| Janney Montgomery Scott LLC | 15,914 | $634.0K | 0.00% | −2,172−12.0% | Reduced |
| Icon Wealth Advisors, LLC | 16,052 | $636.9K | 0.04% | 00.0% | Unchanged |
| Trium Capital LLP | 16,190 | $645.2K | 0.47% | −6,934−30.0% | Reduced |
| Burney Co | 16,397 | $653.4K | 0.02% | −400−2.4% | Reduced |
| Merit Financial Group, LLC | 16,497 | $657.4K | 0.00% | +1,778+12.1% | Added |
| QRG Capital Management, Inc. | 16,526 | $658.6K | 0.01% | +6,307+61.7% | Added |
| Farther Finance Advisors, LLC | 16,424 | $659.1K | 0.01% | +14,261+659.3% | Added |
| Omers Administration Corp | 16,582 | $660.8K | 0.00% | +5,715+52.6% | Added |
| Capital Group Private Client Services, Inc. | 16,732 | $666.8K | 0.01% | +2,555+18.0% | Added |
| J. Goldman & Co LP | 17,500 | $697.4K | 0.03% | +17,500 | New |
| Crossmark Global Holdings, Inc. | 17,544 | $699.1K | 0.01% | −1,987−10.2% | Reduced |
| Perpetual Ltd | 17,696 | $705.2K | 0.01% | +1,408+8.6% | Added |
| Verition Fund Management LLC | 17,864 | $711.9K | 0.01% | −76,096−81.0% | Reduced |
| Truist Financial Corp | 17,894 | $713.1K | 0.00% | +1,991+12.5% | Added |
| Allianz Asset Management GmbH | 18,082 | $720.6K | 0.00% | −27,002−59.9% | Reduced |
| Moody National Bank Trust Division | 18,145 | $723.1K | 0.07% | −158−0.9% | Reduced |
| Paradigm Capital Management Inc | 18,180 | $724.5K | 0.03% | 00.0% | Unchanged |
| EFG International AG | 18,313 | $729.8K | 0.02% | +16,748+1,070.2% | Added |
| Creative Planning | 18,326 | $730.3K | 0.00% | +10,974+149.3% | Added |
| Miracle Mile Advisors, LLC | 18,354 | $731.4K | 0.01% | +123+0.7% | Added |