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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 22,363 | $891.2K | 0.01% | −11,821−34.6% | Reduced |
| Catalytic Wealth RIA, LLC | 21,838 | $870.2K | 0.04% | +4,312+24.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,828 | $870.0K | 0.00% | −332−1.5% | Reduced |
| GeoWealth Management, LLC | 21,821 | $869.6K | 0.03% | +4,498+26.0% | Added |
| Allspring Global Investments Holdings, LLC | 21,632 | $868.1K | 0.00% | +495+2.3% | Added |
| Capital International Sarl | 21,564 | $859.3K | 0.01% | +21,564 | New |
| Ascent Group, LLC | 21,495 | $856.6K | 0.03% | +4,518+26.6% | Added |
| MUFG Securities EMEA plc | 21,429 | $853.9K | 0.01% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 21,335 | $849.4K | 0.01% | −4,501−17.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,017 | $837.5K | 0.00% | +4,653+28.4% | Added |
| NewEdge Wealth, LLC | 20,753 | $827.0K | 0.01% | −1,466−6.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,737 | $826.4K | 0.00% | +8,323+67.0% | Added |
| Nicholas Hoffman & Company, LLC. | 20,443 | $814.7K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 20,396 | $812.8K | 0.15% | +20,396 | New |
| Summit Trail Advisors, LLC | 19,876 | $792.1K | 0.01% | +1,680+9.2% | Added |
| Saudi Central Bank | 19,274 | $768.1K | 0.02% | +19,274 | New |
| Assenagon Asset Management S.A. | 19,191 | $764.8K | 0.00% | −1,392−6.8% | Reduced |
| Miracle Mile Advisors, LLC | 18,354 | $731.4K | 0.01% | +123+0.7% | Added |
| Creative Planning | 18,326 | $730.3K | 0.00% | +10,974+149.3% | Added |
| EFG International AG | 18,313 | $729.8K | 0.02% | +16,748+1,070.2% | Added |
| Paradigm Capital Management Inc | 18,180 | $724.5K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 18,145 | $723.1K | 0.07% | −158−0.9% | Reduced |
| Allianz Asset Management GmbH | 18,082 | $720.6K | 0.00% | −27,002−59.9% | Reduced |
| Truist Financial Corp | 17,894 | $713.1K | 0.00% | +1,991+12.5% | Added |
| Verition Fund Management LLC | 17,864 | $711.9K | 0.01% | −76,096−81.0% | Reduced |
| Perpetual Ltd | 17,696 | $705.2K | 0.01% | +1,408+8.6% | Added |
| Crossmark Global Holdings, Inc. | 17,544 | $699.1K | 0.01% | −1,987−10.2% | Reduced |
| J. Goldman & Co LP | 17,500 | $697.4K | 0.03% | +17,500 | New |
| Capital Group Private Client Services, Inc. | 16,732 | $666.8K | 0.01% | +2,555+18.0% | Added |
| Omers Administration Corp | 16,582 | $660.8K | 0.00% | +5,715+52.6% | Added |
| Farther Finance Advisors, LLC | 16,424 | $659.1K | 0.01% | +14,261+659.3% | Added |
| QRG Capital Management, Inc. | 16,526 | $658.6K | 0.01% | +6,307+61.7% | Added |
| Merit Financial Group, LLC | 16,497 | $657.4K | 0.00% | +1,778+12.1% | Added |
| Burney Co | 16,397 | $653.4K | 0.02% | −400−2.4% | Reduced |
| Trium Capital LLP | 16,190 | $645.2K | 0.47% | −6,934−30.0% | Reduced |
| Icon Wealth Advisors, LLC | 16,052 | $636.9K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,914 | $634.0K | 0.00% | −2,172−12.0% | Reduced |
| Park Avenue Securities LLC | 15,857 | $632.0K | 0.00% | +1,734+12.3% | Added |
| North Dakota State Investment Board | 15,058 | $600.1K | 0.03% | −2,808−15.7% | Reduced |
| Stance Capital LLC | 15,045 | $599.5K | 0.29% | −23,828−61.3% | Reduced |
| Profund Advisors LLC | 14,986 | $597.2K | 0.02% | +2,116+16.4% | Added |
| MUFG Securities Americas Inc. | 14,455 | $576.0K | 0.04% | +387+2.8% | Added |
| Nomura Asset Management International Inc. | 14,385 | $573.0K | 0.00% | +14,385 | New |
| Prelude Capital Management, LLC | 14,341 | $571.5K | 0.04% | +739+5.4% | Added |
| Advisor Group Holdings, Inc. | 14,310 | $570.3K | 0.00% | −4,441−23.7% | Reduced |
| Axq Capital, LP | 14,127 | $563.0K | 0.07% | +1,981+16.3% | Added |
| Securian Asset Management, Inc | 14,099 | $561.8K | 0.02% | −100−0.7% | Reduced |
| V-Square Quantitative Management LLC | 13,930 | $555.1K | 0.06% | +218+1.6% | Added |
| CenterBook Partners LP | 13,921 | $554.8K | 0.03% | +13,921 | New |
| Squarepoint Ops LLC | 13,887 | $553.4K | 0.00% | −29−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 13,837 | $551.4K | 0.00% | +2,886+26.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,710 | $546.3K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 13,642 | $543.6K | 0.00% | +4,375+47.2% | Added |
| Wahed Invest LLC | 13,575 | $541.0K | 0.07% | −146−1.1% | Reduced |
| Wealthfront Advisers LLC | 13,406 | $534.2K | 0.00% | +3,662+37.6% | Added |
| Prosperity Consulting Group, LLC | 13,083 | $521.4K | 0.02% | +1,620+14.1% | Added |
| Harbour Capital Advisors, LLC | 13,125 | $520.9K | 0.10% | +13,125 | New |
| AMG National Trust Bank | 12,794 | $509.8K | 0.01% | +3,171+33.0% | Added |
| Weatherly Asset Management L. P. | 12,769 | $508.8K | 0.04% | −1,496−10.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 12,751 | $508.1K | 0.09% | +12,443+4,039.9% | Added |
| DRW Securities, LLC | 12,358 | $492.5K | 0.03% | +12,358 | New |
| MML Investors Services, LLC | 12,299 | $490.1K | 0.00% | −480−3.8% | Reduced |
| Everence Capital Management Inc | 12,168 | $485.0K | 0.03% | −5,642−31.7% | Reduced |
| Wealth Alliance | 11,985 | $477.6K | 0.05% | +11,985 | New |
| Mangrove Partners | 11,879 | $473.4K | 0.04% | +11,879 | New |
| Citizens Financial Group Inc | 11,840 | $471.8K | 0.01% | +213+1.8% | Added |
| Peloton Wealth Strategists | 11,700 | $466.0K | 0.19% | +11,700 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,420 | $455.5K | 0.00% | +1,813+18.9% | Added |
| GAMMA Investing LLC | 11,307 | $450.6K | 0.02% | +7,260+179.4% | Added |
| Tower Research Capital LLC (TRC) | 11,273 | $449.2K | 0.01% | −613−5.2% | Reduced |
| Snowden Capital Advisors LLC | 10,979 | $437.5K | 0.01% | +10,979 | New |
| 626 Financial, LLC | 10,860 | $432.8K | 0.19% | −2,695−19.9% | Reduced |
| Capital International Inc | 10,844 | $432.1K | 0.00% | +3,047+39.1% | Added |
| Ossiam | 10,555 | $420.6K | 0.01% | +4,786+83.0% | Added |
| Vestcor Inc | 10,257 | $409.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 9,972 | $397.9K | 0.00% | −1,310−11.6% | Reduced |
| EverSource Wealth Advisors, LLC | 9,877 | $393.6K | 0.01% | +3,847+63.8% | Added |
| Rockefeller Capital Management L.P. | 9,681 | $385.8K | 0.00% | −1,103−10.2% | Reduced |
| Atomi Financial Group, Inc. | 9,634 | $383.9K | 0.01% | +895+10.2% | Added |
| HB Wealth Management, LLC | 9,417 | $375.3K | 0.00% | +9,417 | New |
| Balyasny Asset Management LLC | 9,393 | $374.3K | 0.00% | +1,578+20.2% | Added |
| Brown Brothers Harriman & Co | 9,265 | $369.2K | 0.00% | +6,607+248.6% | Added |
| Exchange Traded Concepts, LLC | 9,165 | $365.2K | 0.00% | +7,111+346.2% | Added |
| AlphaStar Capital Management, LLC | 9,130 | $363.8K | 0.03% | +9,130 | New |
| Flagship Harbor Advisors, LLC | 9,125 | $363.6K | 0.02% | +300+3.4% | Added |
| TCW Group Inc | 8,537 | $340.2K | 0.00% | +413+5.1% | Added |
| Moors & Cabot, Inc. | 8,466 | $337.4K | 0.01% | −40.0% | Reduced |
| Evergreen Capital Management LLC | 8,344 | $332.5K | 0.01% | −4,127−33.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,289 | $330.3K | 0.21% | −2,759−25.0% | Reduced |
| Teacher Retirement System of Texas | 7,785 | $310.2K | 0.00% | −9,485−54.9% | Reduced |
| Concentric Capital Strategies, LP | 7,370 | $293.7K | 0.03% | +7,370 | New |
| La Banque Postale Asset Management SA | 7,365 | $293.5K | 0.00% | −20,689−73.7% | Reduced |
| Fifth Third Bancorp | 7,359 | $293.3K | 0.00% | +2,456+50.1% | Added |
| Pflug Koory, LLC | 7,292 | $290.6K | 0.13% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 7,277 | $290.0K | 0.09% | +7,277 | New |
| Investors Asset Management of Georgia Inc | 7,207 | $287.2K | 0.12% | 00.0% | Unchanged |
| Mariner, LLC | 7,175 | $285.9K | 0.00% | −13,080−64.6% | Reduced |
| Chicago Capital, LLC | 7,075 | $281.9K | 0.01% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,041 | $280.6K | 0.05% | +12+0.2% | Added |
| CAPROCK Group, Inc. | 6,853 | $273.1K | 0.01% | +43+0.6% | Added |