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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 6,529,550 | $260.2M | 0.09% | −723,460−10.0% | Reduced |
| Ameriprise Financial Inc | 8,593,814 | $342.5M | 0.08% | −79,630−0.9% | Reduced |
| Bank of New York Mellon Corp | 8,823,021 | $351.6M | 0.06% | −231,008−2.6% | Reduced |
| FMR LLC | 10,092,067 | $402.2M | 0.02% | −1,036,967−9.3% | Reduced |
| Invesco Ltd. | 10,645,905 | $424.2M | 0.04% | +1,103,368+11.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,678,423 | $425.2M | 0.39% | +9,890,684+1,255.6% | Added |
| Capital World Investors | 12,472,417 | $497.0M | 0.07% | +12,472,417 | New |
| Franklin Resources Inc | 12,932,618 | $515.7M | 0.13% | +6,095,304+89.1% | Added |
| Orbis Allan Gray Ltd | 13,775,054 | $548.9M | 2.32% | −181,814−1.3% | Reduced |
| Geode Capital Management, LLC | 14,265,503 | $566.4M | 0.04% | +469,516+3.4% | Added |
| Causeway Capital Management LLC | 15,566,028 | $620.3M | 7.61% | −3,566,851−18.6% | Reduced |
| Vanguard Portfolio Management LLC | 24,315,691 | $969.0M | 0.05% | +24,315,691 | New |
| Nuveen, LLC | 24,590,686 | $979.9M | 0.27% | +2,317,483+10.4% | Added |
| State Street Corp | 25,258,844 | $1.01B | 0.03% | +606,712+2.5% | Added |
| Vanguard Capital Management LLC | 33,960,747 | $1.35B | 0.03% | +33,960,747 | New |
| Capital Research Global Investors | 38,971,751 | $1.55B | 0.24% | +2,844,074+7.9% | Added |
| BlackRock, Inc. | 44,804,829 | $1.79B | 0.03% | +566,300+1.3% | Added |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −526,730−100.0% | Sold out |
| Foresight Group Ltd Liability Partnership | 0 | $0 | 0.00% | −507,408−100.0% | Sold out |
| Rubric Capital Management LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −393,812−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −376,677−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −366,409−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −343,304−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −340,034−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −284,704−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −277,935−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −255,515−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −164,665−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −145,854−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −137,389−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −104,102−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −93,658−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −88,972−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −79,700−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −43,126−100.0% | Sold out |
| Walnut Level Capital LLC | 0 | $0 | 0.00% | −41,813−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −40,195−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −36,900−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −32,709−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −28,100−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −23,883−100.0% | Sold out |
| Tounjian Advisory Partners, LLC | 0 | $0 | 0.00% | −23,542−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −20,840−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −20,624−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −18,576−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −17,467−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,206−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −15,958−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −14,628−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −14,265−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −12,470−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −12,231−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −11,988−100.0% | Sold out |
| Berkeley Capital Partners, LLC | 0 | $0 | 0.00% | −8,736−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −8,441−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −7,342−100.0% | Sold out |
| International Private Wealth Advisors LLC | 0 | $0 | 0.00% | −7,152−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −6,692−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −6,202−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Pinnacle Financial Partners, Inc. | 0 | $0 | 0.00% | −5,653−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −5,499−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −5,388−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −5,348−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,266−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,594−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −2,689−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,599−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −7,286−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Incentive AS | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| DV Equities, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |