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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 19,191 | $764.8K | 0.00% | −1,392−6.8% | Reduced |
| Saudi Central Bank | 19,274 | $768.1K | 0.02% | +19,274 | New |
| Summit Trail Advisors, LLC | 19,876 | $792.1K | 0.01% | +1,680+9.2% | Added |
| VisionPoint Advisory Group, LLC | 20,396 | $812.8K | 0.15% | +20,396 | New |
| Nicholas Hoffman & Company, LLC. | 20,443 | $814.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,737 | $826.4K | 0.00% | +8,323+67.0% | Added |
| NewEdge Wealth, LLC | 20,753 | $827.0K | 0.01% | −1,466−6.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,017 | $837.5K | 0.00% | +4,653+28.4% | Added |
| J. Safra Sarasin Holding AG | 21,335 | $849.4K | 0.01% | −4,501−17.4% | Reduced |
| MUFG Securities EMEA plc | 21,429 | $853.9K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 21,495 | $856.6K | 0.03% | +4,518+26.6% | Added |
| Capital International Sarl | 21,564 | $859.3K | 0.01% | +21,564 | New |
| Allspring Global Investments Holdings, LLC | 21,632 | $868.1K | 0.00% | +495+2.3% | Added |
| GeoWealth Management, LLC | 21,821 | $869.6K | 0.03% | +4,498+26.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,828 | $870.0K | 0.00% | −332−1.5% | Reduced |
| Catalytic Wealth RIA, LLC | 21,838 | $870.2K | 0.04% | +4,312+24.6% | Added |
| Empowered Funds, LLC | 22,363 | $891.2K | 0.01% | −11,821−34.6% | Reduced |
| Mercer Global Advisors Inc | 22,374 | $891.6K | 0.00% | +226+1.0% | Added |
| TIAA Wealth Investment Management LLC | 22,960 | $915.0K | 0.01% | +22,960 | New |
| Abacus Planning Group, Inc. | 23,066 | $919.2K | 0.12% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 23,312 | $929.0K | 0.25% | −2,142−8.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,704 | $944.6K | 0.15% | +23,704 | New |
| Cresset Asset Management, LLC | 23,895 | $952.2K | 0.00% | +23,895 | New |
| New Mexico Educational Retirement Board | 23,985 | $956.0K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 24,280 | $967.6K | 0.03% | +3,330+15.9% | Added |
| National Bank of Canada | 24,351 | $971.0K | 0.00% | −249,642−91.1% | Reduced |
| Wharton Business Group, LLC | 24,862 | $990.8K | 0.04% | −1,880−7.0% | Reduced |
| Edentree Asset Management Ltd | 25,000 | $996.3K | 0.30% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 25,321 | $1.01M | 0.02% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 25,438 | $1.01M | 0.01% | +25,438 | New |
| Engineers Gate Manager LP | 25,483 | $1.02M | 0.01% | −140,603−84.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 25,511 | $1.02M | 0.25% | +15,925+166.1% | Added |
| Robeco Institutional Asset Management B.V. | 25,600 | $1.02M | 0.00% | −82−0.3% | Reduced |
| Recurrent Investment Advisors LLC | 26,095 | $1.04M | 0.06% | +13,874+113.5% | Added |
| XTX Topco Ltd | 26,182 | $1.04M | 0.02% | +12,887+96.9% | Added |
| Louisiana State Employees Retirement System | 26,600 | $1.06M | 0.02% | −100−0.4% | Reduced |
| JustInvest LLC | 26,705 | $1.06M | 0.01% | +8,242+44.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 27,408 | $1.07M | 0.11% | +27,408 | New |
| Optiver Holding B.V. | 26,941 | $1.07M | 0.04% | +26,941 | New |
| Alerus Financial NA | 27,168 | $1.08M | 0.05% | +27,168 | New |
| Osmosis Investment Management UK Ltd | 27,967 | $1.11M | 0.03% | +27,967 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 29,196 | $1.16M | 0.00% | −2,980−9.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,444 | $1.17M | 0.01% | +21,111+253.3% | Added |
| Norinchukin Bank, The | 29,959 | $1.19M | 0.01% | +138+0.5% | Added |
| Callan Family Office, LLC | 30,525 | $1.22M | 0.03% | +13,579+80.1% | Added |
| Nisa Investment Advisors, LLC | 30,632 | $1.22M | 0.00% | −2,136−6.5% | Reduced |
| D. E. Shaw & Co., Inc. | 30,703 | $1.22M | 0.00% | +22,587+278.3% | Added |
| Paragon Capital Management Inc | 30,704 | $1.22M | 1.04% | +30,704 | New |
| Sterling Capital Management LLC | 30,801 | $1.23M | 0.02% | −16,296−34.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 31,284 | $1.25M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 31,362 | $1.25M | 0.00% | +6,018+23.7% | Added |
| Mizuho Securities USA LLC | 31,581 | $1.26M | 0.03% | −6,441−16.9% | Reduced |
| Investors Research Corp | 31,620 | $1.26M | 0.24% | −200−0.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 29,085 | $1.26M | 0.16% | +27,519+1,757.3% | Added |
| Federated Hermes, Inc. | 32,028 | $1.28M | 0.00% | −8,621−21.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,382 | $1.29M | 0.01% | +12,000+58.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 32,500 | $1.30M | 0.70% | +32,500 | New |
| Turim 21 Investimentos Ltda. | 14,705 | $1.30M | 0.37% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 32,824 | $1.31M | 0.00% | +12,181+59.0% | Added |
| Atria Investments LLC | 33,391 | $1.33M | 0.01% | +14,376+75.6% | Added |
| Polianta Ltd | 33,900 | $1.35M | 0.18% | −3,700−9.8% | Reduced |
| Greenwood Capital Associates LLC | 33,907 | $1.35M | 0.15% | +2,360+7.5% | Added |
| Mainstay Capital Management LLC | 34,759 | $1.39M | 0.11% | −1,363−3.8% | Reduced |
| Westwood Holdings Group Inc. | 36,459 | $1.45M | 0.01% | +437+1.2% | Added |
| Rafferty Asset Management, LLC | 36,540 | $1.46M | 0.01% | −7,192−16.4% | Reduced |
| Toroso Investments, LLC | 36,718 | $1.46M | 0.00% | +6,969+23.4% | Added |
| Fruth Investment Management | 37,037 | $1.48M | 0.37% | −285−0.8% | Reduced |
| Neuberger Berman Group LLC | 37,473 | $1.49M | 0.00% | +19,006+102.9% | Added |
| Commonwealth Equity Services, LLC | 39,445 | $1.57M | 0.00% | −111−0.3% | Reduced |
| Macquarie Group Ltd | 39,752 | $1.58M | 0.01% | −4,430−10.0% | Reduced |
| Adams Natural Resources Fund, Inc. | 41,300 | $1.65M | 0.19% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 41,462 | $1.65M | 0.01% | −9,140−18.1% | Reduced |
| Alpha Omega Wealth Management LLC | 41,828 | $1.67M | 0.27% | −7,236−14.7% | Reduced |
| Pinnacle Associates Ltd | 42,048 | $1.68M | 0.02% | −590−1.4% | Reduced |
| Banque Cantonale Vaudoise | 42,154 | $1.68M | 0.06% | +17,794+73.0% | Added |
| Pacer Advisors, Inc. | 43,029 | $1.72M | 0.00% | −15,101−26.0% | Reduced |
| Broyhill Asset Management | 43,876 | $1.75M | 1.72% | +43,876 | New |
| Swedbank AB | 44,304 | $1.77M | 0.00% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 44,648 | $1.78M | 0.02% | +1,900+4.4% | Added |
| Diversified Trust Co | 44,753 | $1.78M | 0.03% | −14,379−24.3% | Reduced |
| Flputnam Investment Management Co | 46,720 | $1.86M | 0.03% | +46,720 | New |
| Prudential Financial Inc | 48,997 | $1.95M | 0.00% | −3,869−7.3% | Reduced |
| Captrust Financial Advisors | 50,755 | $2.02M | 0.00% | +16,178+46.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 51,160 | $2.04M | 0.08% | +24,307+90.5% | Added |
| Cerity Partners LLC | 51,797 | $2.06M | 0.00% | +5,689+12.3% | Added |
| Public Employees Retirement Association of Colorado | 52,316 | $2.08M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 52,380 | $2.09M | 0.02% | +305+0.6% | Added |
| Mutual of America Capital Management LLC | 55,555 | $2.21M | 0.03% | −500−0.9% | Reduced |
| Yousif Capital Management, LLC | 55,963 | $2.23M | 0.03% | −2,122−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 57,112 | $2.28M | 0.00% | +13,049+29.6% | Added |
| Vestmark Advisory Solutions, Inc. | 57,188 | $2.28M | 0.03% | −9,277−14.0% | Reduced |
| Cetera Investment Advisers | 58,797 | $2.34M | 0.00% | +8,475+16.8% | Added |
| Oregon Public Employees Retirement Fund | 59,745 | $2.38M | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 61,063 | $2.40M | 0.01% | −33,863−35.7% | Reduced |
| BIP Wealth, LLC | 61,991 | $2.47M | 0.10% | −388−0.6% | Reduced |
| Agman Capital LLC | 62,026 | $2.47M | 1.97% | −1,111−1.8% | Reduced |
| CI Private Wealth, LLC | 62,763 | $2.48M | 0.00% | +53,455+574.3% | Added |
| Davenport & Co LLC | 62,635 | $2.50M | 0.01% | +2,681+4.5% | Added |
| Allstate Corp | 63,044 | $2.51M | 0.03% | +25,502+67.9% | Added |
| STRS Ohio | 63,361 | $2.52M | 0.01% | −190.0% | Reduced |