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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 84,860 | $3.38M | 0.00% | −1,971−2.3% | Reduced |
| Public Sector Pension Investment Board | 84,168 | $3.35M | 0.01% | +16,274+24.0% | Added |
| Clearbridge Investments, LLC | 81,832 | $3.26M | 0.00% | +81,832 | New |
| Pictet & Cie (Europe) SA | 81,119 | $3.23M | 0.07% | +4,848+6.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 79,727 | $3.18M | 0.37% | −19,927−20.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 79,676 | $3.18M | 0.03% | +395+0.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 79,000 | $3.15M | 0.02% | +66,700+542.3% | Added |
| Sage Capital Advisors,llc | 78,179 | $3.12M | 0.72% | −263−0.3% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 76,163 | $3.04M | 1.04% | −2,805−3.6% | Reduced |
| NEOS Investment Management LLC | 74,747 | $2.98M | 0.02% | +38,220+104.6% | Added |
| Havemeyer Place LP | 73,110 | $2.91M | 0.34% | +73,110 | New |
| British Columbia Investment Management Corp | 71,960 | $2.87M | 0.02% | −20,520−22.2% | Reduced |
| Rathbone Brothers plc | 70,007 | $2.79M | 0.01% | −7,503−9.7% | Reduced |
| SWS Partners | 69,198 | $2.76M | 0.68% | +7,386+11.9% | Added |
| Manning & Napier Advisors LLC | 68,301 | $2.72M | 0.04% | −3,333−4.7% | Reduced |
| Guggenheim Capital LLC | 65,908 | $2.63M | 0.02% | +37,672+133.4% | Added |
| Advisors Preferred, LLC | 65,535 | $2.61M | 0.39% | −25,987−28.4% | Reduced |
| STRS Ohio | 63,361 | $2.52M | 0.01% | −190.0% | Reduced |
| Allstate Corp | 63,044 | $2.51M | 0.03% | +25,502+67.9% | Added |
| Davenport & Co LLC | 62,635 | $2.50M | 0.01% | +2,681+4.5% | Added |
| CI Private Wealth, LLC | 62,763 | $2.48M | 0.00% | +53,455+574.3% | Added |
| Agman Capital LLC | 62,026 | $2.47M | 1.97% | −1,111−1.8% | Reduced |
| BIP Wealth, LLC | 61,991 | $2.47M | 0.10% | −388−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 61,063 | $2.40M | 0.01% | −33,863−35.7% | Reduced |
| Oregon Public Employees Retirement Fund | 59,745 | $2.38M | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 58,797 | $2.34M | 0.00% | +8,475+16.8% | Added |
| Vestmark Advisory Solutions, Inc. | 57,188 | $2.28M | 0.03% | −9,277−14.0% | Reduced |
| The PNC Financial Services Group, Inc. | 57,112 | $2.28M | 0.00% | +13,049+29.6% | Added |
| Yousif Capital Management, LLC | 55,963 | $2.23M | 0.03% | −2,122−3.7% | Reduced |
| Mutual of America Capital Management LLC | 55,555 | $2.21M | 0.03% | −500−0.9% | Reduced |
| State of Alaska, Department of Revenue | 52,380 | $2.09M | 0.02% | +305+0.6% | Added |
| Public Employees Retirement Association of Colorado | 52,316 | $2.08M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 51,797 | $2.06M | 0.00% | +5,689+12.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 51,160 | $2.04M | 0.08% | +24,307+90.5% | Added |
| Captrust Financial Advisors | 50,755 | $2.02M | 0.00% | +16,178+46.8% | Added |
| Prudential Financial Inc | 48,997 | $1.95M | 0.00% | −3,869−7.3% | Reduced |
| Flputnam Investment Management Co | 46,720 | $1.86M | 0.03% | +46,720 | New |
| Diversified Trust Co | 44,753 | $1.78M | 0.03% | −14,379−24.3% | Reduced |
| Investment Management Corp of Ontario | 44,648 | $1.78M | 0.02% | +1,900+4.4% | Added |
| Swedbank AB | 44,304 | $1.77M | 0.00% | 00.0% | Unchanged |
| Broyhill Asset Management | 43,876 | $1.75M | 1.72% | +43,876 | New |
| Pacer Advisors, Inc. | 43,029 | $1.72M | 0.00% | −15,101−26.0% | Reduced |
| Banque Cantonale Vaudoise | 42,154 | $1.68M | 0.06% | +17,794+73.0% | Added |
| Pinnacle Associates Ltd | 42,048 | $1.68M | 0.02% | −590−1.4% | Reduced |
| Alpha Omega Wealth Management LLC | 41,828 | $1.67M | 0.27% | −7,236−14.7% | Reduced |
| AustralianSuper Pty Ltd | 41,462 | $1.65M | 0.01% | −9,140−18.1% | Reduced |
| Adams Natural Resources Fund, Inc. | 41,300 | $1.65M | 0.19% | 00.0% | Unchanged |
| Macquarie Group Ltd | 39,752 | $1.58M | 0.01% | −4,430−10.0% | Reduced |
| Commonwealth Equity Services, LLC | 39,445 | $1.57M | 0.00% | −111−0.3% | Reduced |
| Neuberger Berman Group LLC | 37,473 | $1.49M | 0.00% | +19,006+102.9% | Added |
| Fruth Investment Management | 37,037 | $1.48M | 0.37% | −285−0.8% | Reduced |
| Toroso Investments, LLC | 36,718 | $1.46M | 0.00% | +6,969+23.4% | Added |
| Rafferty Asset Management, LLC | 36,540 | $1.46M | 0.01% | −7,192−16.4% | Reduced |
| Westwood Holdings Group Inc. | 36,459 | $1.45M | 0.01% | +437+1.2% | Added |
| Mainstay Capital Management LLC | 34,759 | $1.39M | 0.11% | −1,363−3.8% | Reduced |
| Greenwood Capital Associates LLC | 33,907 | $1.35M | 0.15% | +2,360+7.5% | Added |
| Polianta Ltd | 33,900 | $1.35M | 0.18% | −3,700−9.8% | Reduced |
| Atria Investments LLC | 33,391 | $1.33M | 0.01% | +14,376+75.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 32,824 | $1.31M | 0.00% | +12,181+59.0% | Added |
| Turim 21 Investimentos Ltda. | 14,705 | $1.30M | 0.37% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 32,500 | $1.30M | 0.70% | +32,500 | New |
| Teachers Retirement System of the State of Kentucky | 32,382 | $1.29M | 0.01% | +12,000+58.9% | Added |
| Federated Hermes, Inc. | 32,028 | $1.28M | 0.00% | −8,621−21.2% | Reduced |
| Fideuram Asset Management (Ireland) dac | 29,085 | $1.26M | 0.16% | +27,519+1,757.3% | Added |
| Investors Research Corp | 31,620 | $1.26M | 0.24% | −200−0.6% | Reduced |
| Mizuho Securities USA LLC | 31,581 | $1.26M | 0.03% | −6,441−16.9% | Reduced |
| HighTower Advisors, LLC | 31,362 | $1.25M | 0.00% | +6,018+23.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,284 | $1.25M | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 30,801 | $1.23M | 0.02% | −16,296−34.6% | Reduced |
| Paragon Capital Management Inc | 30,704 | $1.22M | 1.04% | +30,704 | New |
| D. E. Shaw & Co., Inc. | 30,703 | $1.22M | 0.00% | +22,587+278.3% | Added |
| Nisa Investment Advisors, LLC | 30,632 | $1.22M | 0.00% | −2,136−6.5% | Reduced |
| Callan Family Office, LLC | 30,525 | $1.22M | 0.03% | +13,579+80.1% | Added |
| Norinchukin Bank, The | 29,959 | $1.19M | 0.01% | +138+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 29,444 | $1.17M | 0.01% | +21,111+253.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 29,196 | $1.16M | 0.00% | −2,980−9.3% | Reduced |
| Osmosis Investment Management UK Ltd | 27,967 | $1.11M | 0.03% | +27,967 | New |
| Alerus Financial NA | 27,168 | $1.08M | 0.05% | +27,168 | New |
| Optiver Holding B.V. | 26,941 | $1.07M | 0.04% | +26,941 | New |
| MASTERINVEST Kapitalanlage GmbH | 27,408 | $1.07M | 0.11% | +27,408 | New |
| JustInvest LLC | 26,705 | $1.06M | 0.01% | +8,242+44.6% | Added |
| Louisiana State Employees Retirement System | 26,600 | $1.06M | 0.02% | −100−0.4% | Reduced |
| XTX Topco Ltd | 26,182 | $1.04M | 0.02% | +12,887+96.9% | Added |
| Recurrent Investment Advisors LLC | 26,095 | $1.04M | 0.06% | +13,874+113.5% | Added |
| Robeco Institutional Asset Management B.V. | 25,600 | $1.02M | 0.00% | −82−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 25,511 | $1.02M | 0.25% | +15,925+166.1% | Added |
| Engineers Gate Manager LP | 25,483 | $1.02M | 0.01% | −140,603−84.7% | Reduced |
| Abn Amro Investment Solutions | 25,438 | $1.01M | 0.01% | +25,438 | New |
| Maryland State Retirement & Pension System | 25,321 | $1.01M | 0.02% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 25,000 | $996.3K | 0.30% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 24,862 | $990.8K | 0.04% | −1,880−7.0% | Reduced |
| National Bank of Canada | 24,351 | $971.0K | 0.00% | −249,642−91.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 24,280 | $967.6K | 0.03% | +3,330+15.9% | Added |
| New Mexico Educational Retirement Board | 23,985 | $956.0K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 23,895 | $952.2K | 0.00% | +23,895 | New |
| Dynamic Technology Lab Private Ltd | 23,704 | $944.6K | 0.15% | +23,704 | New |
| Redmond Asset Management, LLC | 23,312 | $929.0K | 0.25% | −2,142−8.4% | Reduced |
| Abacus Planning Group, Inc. | 23,066 | $919.2K | 0.12% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 22,960 | $915.0K | 0.01% | +22,960 | New |
| Mercer Global Advisors Inc | 22,374 | $891.6K | 0.00% | +226+1.0% | Added |