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 |
|---|---|---|---|---|---|
| Advisors Preferred, LLC | 65,535 | $2.61M | 0.39% | −25,987−28.4% | Reduced |
| Guggenheim Capital LLC | 65,908 | $2.63M | 0.02% | +37,672+133.4% | Added |
| Manning & Napier Advisors LLC | 68,301 | $2.72M | 0.04% | −3,333−4.7% | Reduced |
| SWS Partners | 69,198 | $2.76M | 0.68% | +7,386+11.9% | Added |
| Rathbone Brothers plc | 70,007 | $2.79M | 0.01% | −7,503−9.7% | Reduced |
| British Columbia Investment Management Corp | 71,960 | $2.87M | 0.02% | −20,520−22.2% | Reduced |
| Havemeyer Place LP | 73,110 | $2.91M | 0.34% | +73,110 | New |
| NEOS Investment Management LLC | 74,747 | $2.98M | 0.02% | +38,220+104.6% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 76,163 | $3.04M | 1.04% | −2,805−3.6% | Reduced |
| Sage Capital Advisors,llc | 78,179 | $3.12M | 0.72% | −263−0.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 79,000 | $3.15M | 0.02% | +66,700+542.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 79,676 | $3.18M | 0.03% | +395+0.5% | Added |
| Evelyn Partners Investment Management Services Ltd | 79,727 | $3.18M | 0.37% | −19,927−20.0% | Reduced |
| Pictet & Cie (Europe) SA | 81,119 | $3.23M | 0.07% | +4,848+6.4% | Added |
| Clearbridge Investments, LLC | 81,832 | $3.26M | 0.00% | +81,832 | New |
| Public Sector Pension Investment Board | 84,168 | $3.35M | 0.01% | +16,274+24.0% | Added |
| Colony Group, LLC | 84,860 | $3.38M | 0.00% | −1,971−2.3% | Reduced |
| Utah Retirement Systems | 85,152 | $3.39M | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 86,398 | $3.44M | 0.02% | +4,159+5.1% | Added |
| Old North State Wealth Management, LLC | 86,383 | $3.44M | 1.59% | −8,199−8.7% | Reduced |
| Metis Global Partners, LLC | 89,020 | $3.55M | 0.09% | −569−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 92,159 | $3.67M | 0.01% | +8,881+10.7% | Added |
| Synergy Financial Management, LLC | 94,485 | $3.77M | 0.40% | +94,485 | New |
| ProShare Advisors LLC | 94,616 | $3.77M | 0.01% | −17,649−15.7% | Reduced |
| Amalgamated Bank | 95,005 | $3.79M | 0.03% | −4,534−4.6% | Reduced |
| National Pension Service | 95,107 | $3.79M | 0.00% | −36,687−27.8% | Reduced |
| Stifel Financial Corp | 95,550 | $3.81M | 0.00% | +42,133+78.9% | Added |
| Letko, Brosseau & Associates Inc | 95,909 | $3.82M | 0.06% | −2,000−2.0% | Reduced |
| Danske Bank A/S | 96,688 | $3.85M | 0.01% | +5,700+6.3% | Added |
| Beverly Hills Private Wealth, LLC | 96,819 | $3.86M | 0.64% | +21,943+29.3% | Added |
| Clearline Capital LP | 99,688 | $3.97M | 0.31% | −118,000−54.2% | Reduced |
| Wolverine Asset Management LLC | 100,000 | $3.98M | 0.06% | +82,000+455.6% | Added |
| Rokos Capital Management LLP | 100,000 | $3.99M | 0.07% | +100,000 | New |
| Woodline Partners LP | 102,313 | $4.08M | 0.02% | −229,532−69.2% | Reduced |
| SEB Asset Management AB | 103,258 | $4.11M | 0.02% | +103,258 | New |
| Mirae Asset Global Investments Co., Ltd. | 104,046 | $4.15M | 0.01% | +13,367+14.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 104,769 | $4.18M | 0.03% | +6,749+6.9% | Added |
| Timucuan Asset Management Inc | 105,000 | $4.18M | 0.15% | +10,000+10.5% | Added |
| Retirement Systems of Alabama | 110,935 | $4.42M | 0.01% | −152−0.1% | Reduced |
| Jane Street Group, LLC | 113,437 | $4.52M | 0.00% | +57,105+101.4% | Added |
| Xponance, Inc. | 115,958 | $4.62M | 0.03% | +25,071+27.6% | Added |
| IFM Investors Pty Ltd | 118,214 | $4.71M | 0.04% | +25,278+27.2% | Added |
| APG Asset Management N.V. | 138,298 | $4.78M | 0.02% | +36,172+35.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 121,690 | $4.85M | 0.02% | +227+0.2% | Added |
| DnB Asset Management AS | 123,527 | $4.92M | 0.02% | +5,831+5.0% | Added |
| State of Tennessee, Treasury Department | 127,198 | $5.07M | 0.02% | −55,099−30.2% | Reduced |
| CIBC Bancorp USA Inc. | 127,720 | $5.09M | 0.01% | +127,720 | New |
| Mediolanum International Funds Ltd | 134,838 | $5.16M | 0.05% | −5,759−4.1% | Reduced |
| CIBC Asset Management Inc | 134,668 | $5.37M | 0.01% | +1,367+1.0% | Added |
| Voya Investment Management LLC | 134,718 | $5.37M | 0.01% | −13,163−8.9% | Reduced |
| Sound Income Strategies, LLC | 133,815 | $5.37M | 0.26% | +5,990+4.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 135,520 | $5.38M | 0.01% | +125,797+1,293.8% | Added |
| Pathstone Holdings, LLC | 138,765 | $5.53M | 0.02% | −28,490−17.0% | Reduced |
| Concurrent Investment Advisors, LLC | 140,559 | $5.60M | 0.06% | −1,400−1.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 141,089 | $5.62M | 0.01% | −330,300−70.1% | Reduced |
| Arizona State Retirement System | 141,890 | $5.65M | 0.03% | −1,613−1.1% | Reduced |
| Czech National Bank | 142,274 | $5.67M | 0.04% | +4,594+3.3% | Added |
| Access Investment Management LLC | 145,675 | $5.81M | 1.55% | −185,600−56.0% | Reduced |
| State of Michigan Retirement System | 146,664 | $5.84M | 0.03% | −300−0.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 146,823 | $5.85M | 0.01% | +85,327+138.8% | Added |
| Resona Asset Management Co.,Ltd. | 146,881 | $5.85M | 0.03% | −2,157−1.4% | Reduced |
| KWMG, LLC | 148,886 | $5.93M | 0.50% | +5,413+3.8% | Added |
| Public Employees Retirement System of Ohio | 156,446 | $6.23M | 0.02% | −365−0.2% | Reduced |
| Handelsbanken Fonder AB | 157,700 | $6.28M | 0.02% | −5,700−3.5% | Reduced |
| Private Management Group Inc | 159,913 | $6.37M | 0.18% | −3,092−1.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 160,000 | $6.38M | 0.05% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 160,845 | $6.41M | 0.12% | +160,845 | New |
| Van Den Berg Management I, Inc | 160,915 | $6.41M | 1.47% | +4,828+3.1% | Added |
| Susquehanna International Group, LLP | 167,108 | $6.66M | 0.01% | −98,729−37.1% | Reduced |
| Oppenheimer Asset Management Inc. | 168,556 | $6.72M | 0.08% | +26,027+18.3% | Added |
| Gateway Investment Advisers LLC | 171,266 | $6.82M | 0.08% | −20,011−10.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 171,333 | $6.83M | 0.04% | −1,668−1.0% | Reduced |
| ABN AMRO Bank N.V. | 183,130 | $7.10M | 0.08% | +154,701+544.2% | Added |
| State of New Jersey Common Pension Fund D | 178,555 | $7.12M | 0.03% | 00.0% | Unchanged |
| GAM Holding AG | 182,186 | $7.26M | 0.64% | −41,145−18.4% | Reduced |
| LPL Financial LLC | 183,760 | $7.32M | 0.00% | +23,289+14.5% | Added |
| Slate Path Capital LP | 186,684 | $7.44M | 0.11% | +186,684 | New |
| Credit Agricole S A | 188,578 | $7.51M | 0.02% | −36,716−16.3% | Reduced |
| Nomura Asset Management Co Ltd | 189,166 | $7.54M | 0.02% | +3,830+2.1% | Added |
| Tredje AP-fonden | 194,110 | $7.74M | 0.04% | +125,978+184.9% | Added |
| Marshall Wace, LLP | 199,086 | $7.93M | 0.01% | −3,073,651−93.9% | Reduced |
| Covalis Capital LLP | 203,407 | $8.11M | 0.50% | +118,265+138.9% | Added |
| KLP Kapitalforvaltning AS | 205,071 | $8.17M | 0.03% | +21,900+12.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 209,136 | $8.33M | 0.02% | −7,197−3.3% | Reduced |
| Janus Henderson Group PLC | 212,511 | $8.35M | 0.00% | +21,388+11.2% | Added |
| Storebrand Asset Management AS | 211,004 | $8.41M | 0.02% | −35,486−14.4% | Reduced |
| Jones Financial Companies LLLP | 216,120 | $8.52M | 0.00% | +212,530+5,920.1% | Added |
| Asset Management One Co.,Ltd. | 213,745 | $8.52M | 0.03% | −5,571−2.5% | Reduced |
| New York State Common Retirement Fund | 219,334 | $8.74M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 223,040 | $8.89M | 0.03% | +4,751+2.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 226,606 | $9.03M | 0.03% | +13,771+6.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 231,707 | $9.23M | 0.02% | −27,625−10.7% | Reduced |
| M&G Plc | 232,071 | $9.28M | 0.05% | +43,157+22.8% | Added |
| Horizon Investments, LLC | 238,921 | $9.52M | 0.11% | +31,492+15.2% | Added |
| MetLife Investment Management | 242,631 | $9.67M | 0.05% | −16,722−6.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 247,655 | $9.87M | 0.54% | −136,723−35.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 259,779 | $10.4M | 0.03% | +259,779 | New |
| Chevy Chase Trust Holdings, Inc. | 262,916 | $10.5M | 0.03% | −1,831−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 264,271 | $10.5M | 0.09% | +254,432+2,586.0% | Added |
| Raymond James Financial Inc | 279,402 | $11.1M | 0.00% | +70,058+33.5% | Added |