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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 6,805 | $271.2K | 0.07% | −735−9.7% | Reduced |
| Twinbeech Capital LP | 6,700 | $267.0K | 0.03% | +6,700 | New |
| CWM, LLC | 6,617 | $263.7K | 0.00% | +2,405+57.1% | Added |
| United Capital Financial Advisers, LLC | 6,603 | $263.1K | 0.00% | −825−11.1% | Reduced |
| Patton Fund Management, Inc. | 6,603 | $263.1K | 0.04% | +502+8.2% | Added |
| Farringdon Capital, Ltd. | 6,553 | $261.1K | 0.06% | +6,553 | New |
| Southern Financial Group, LLC | 6,489 | $258.6K | 0.07% | +735+12.8% | Added |
| ASR Vermogensbeheer N.V. | 6,300 | $251.1K | 0.00% | +6,300 | New |
| Aaron Wealth Advisors | 6,229 | $248.2K | 0.01% | +6,229 | New |
| UBS Asset Management Americas Inc | 6,198 | $247.0K | 0.00% | +5,389+666.1% | Added |
| AE Wealth Management LLC | 6,142 | $244.7K | 0.00% | −363,510−98.3% | Reduced |
| Paradigm Financial Partners, LLC | 6,134 | $244.4K | 0.04% | +919+17.6% | Added |
| Blair William & Co | 6,064 | $241.7K | 0.00% | +6,064 | New |
| Hibernia Wealth Partners, LLC | 5,950 | $237.1K | 0.07% | +118+2.0% | Added |
| Avanza Fonder AB | 5,870 | $233.9K | 0.01% | +253+4.5% | Added |
| Ronald Blue Trust, Inc. | 5,791 | $230.8K | 0.00% | −10,471−64.4% | Reduced |
| Calamos Advisors LLC | 5,627 | $224.2K | 0.00% | +5,627 | New |
| Calamos Wealth Management LLC | 5,627 | $224.2K | 0.01% | +5,627 | New |
| Keybank National Association | 5,547 | $221.0K | 0.00% | +5,547 | New |
| Avise Financial Cooperative, Inc. | 5,507 | $219.5K | 0.18% | −35−0.6% | Reduced |
| Mirabella Financial Services LLP | 5,451 | $217.2K | 0.02% | −6,576−54.7% | Reduced |
| Oak Thistle LLC | 5,429 | $216.3K | 0.02% | +5,429 | New |
| Harbor Advisors LLC | 5,315 | $211.8K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,238 | $208.7K | 0.01% | +5,238 | New |
| Benjamin Edwards Inc | 5,173 | $206.1K | 0.00% | +5,173 | New |
| Journey Strategic Wealth LLC | 5,155 | $205.4K | 0.01% | +5,155 | New |
| Wesbanco Bank Inc | 5,045 | $201.0K | 0.01% | +5,045 | New |
| RiverFront Investment Group, LLC | 5,034 | $200.6K | 0.00% | +5,034 | New |
| US Bancorp | 4,983 | $198.6K | 0.00% | −4,035−44.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,881 | $194.5K | 0.00% | −512−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,808 | $191.6K | 0.02% | −760−13.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,710 | $187.7K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,664 | $185.9K | 0.01% | +338+7.8% | Added |
| Cary Street Partner Investment Advisory LLC | 4,506 | $179.6K | 0.05% | +709+18.7% | Added |
| SRS Capital Advisors, Inc. | 4,131 | $166.6K | 0.00% | +848+25.8% | Added |
| CX Institutional | 4,096 | $163.0K | 0.00% | +207+5.3% | Added |
| Ostrum Asset Management | 3,993 | $159.1K | 0.01% | +59+1.5% | Added |
| Group One Trading, L.P. | 3,966 | $158.0K | 0.01% | +3,966 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,883 | $154.7K | 0.00% | +3,883 | New |
| Hughes Financial Services, LLC | 3,556 | $141.7K | 0.02% | +3,556 | New |
| Citizens National Bank Trust Department | 3,290 | $131.1K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,272 | $130.4K | 0.00% | +3,272 | New |
| Bessemer Group Inc | 3,208 | $128.0K | 0.00% | +1,547+93.1% | Added |
| Geneos Wealth Management Inc. | 3,122 | $124.4K | 0.00% | −48−1.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,056 | $121.8K | 0.01% | +341+12.6% | Added |
| Allworth Financial LP | 3,051 | $121.6K | 0.00% | +837+37.8% | Added |
| Richardson Financial Services Inc. | 2,990 | $119.2K | 0.07% | +340+12.8% | Added |
| Penserra Capital Management LLC | 2,917 | $115.0K | 0.00% | +102+3.6% | Added |
| Versant Capital Management, Inc | 2,849 | $113.5K | 0.01% | +1,807+173.4% | Added |
| Bank & Trust Co | 2,702 | $107.7K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,671 | $106.4K | 0.00% | +2,206+474.4% | Added |
| Skylands Capital, LLC | 2,617 | $104.3K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,605 | $103.8K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,181 | $94.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,323 | $88.9K | 0.00% | −409−15.0% | Reduced |
| Assetmark, Inc | 2,185 | $87.1K | 0.00% | +104+5.0% | Added |
| Cary Street Partners Financial LLC | 2,120 | $84.5K | 0.00% | −620−22.6% | Reduced |
| TD Private Client Wealth LLC | 1,958 | $78.0K | 0.00% | −489−20.0% | Reduced |
| Covestor Ltd | 1,905 | $76.0K | 0.05% | −355−15.7% | Reduced |
| MAI Capital Management | 1,725 | $68.7K | 0.00% | +192+12.5% | Added |
| McIlrath & Eck, LLC | 1,680 | $66.9K | 0.00% | −347−17.1% | Reduced |
| Axiom Investment Management LLC | 1,554 | $61.9K | 0.05% | +1,554 | New |
| Onefund, LLC | 1,434 | $57.5K | 0.04% | +620+76.2% | Added |
| BFSG, LLC | 1,415 | $56.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,371 | $54.6K | 0.00% | +354+34.8% | Added |
| TD Waterhouse Canada Inc. | 1,277 | $51.2K | 0.00% | +637+99.5% | Added |
| NBC Securities, Inc. | 1,199 | $47.8K | 0.00% | +3+0.3% | Added |
| Bayforest Capital Ltd | 1,157 | $46.1K | 0.05% | +1,157 | New |
| Signaturefd, LLC | 1,058 | $42.2K | 0.00% | +748+241.3% | Added |
| Oakworth Capital, Inc. | 1,000 | $39.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 933 | $37.2K | 0.00% | +118+14.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $36.7K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 911 | $36.3K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 899 | $35.8K | 0.00% | −222,531−99.6% | Reduced |
| Rothschild Investment LLC | 895 | $35.7K | 0.00% | +628+235.2% | Added |
| Quadrant Capital Group LLC | 883 | $35.2K | 0.00% | +868+5,786.7% | Added |
| Rexford Capital Inc | 800 | $31.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 779 | $31.1K | 0.00% | +176+29.2% | Added |
| Root Financial Partners, LLC | 768 | $30.6K | 0.00% | +501+187.6% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 746 | $29.7K | 0.00% | +13+1.8% | Added |
| Sarver Vrooman Wealth Advisors | 712 | $28.4K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 699 | $27.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 693 | $27.6K | 0.00% | +21+3.1% | Added |
| TSFG, LLC | 672 | $27.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 675 | $26.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 655 | $26.1K | 0.00% | −392−37.4% | Reduced |
| Manchester Capital Management LLC | 655 | $26.1K | 0.00% | +120+22.4% | Added |
| Cromwell Holdings LLC | 612 | $24.4K | 0.01% | +62+11.3% | Added |
| Raiffeisen Bank International AG | 605 | $23.1K | 0.00% | +272+81.7% | Added |
| Kimelman & Baird, LLC | 550 | $21.9K | 0.00% | −7,700−93.3% | Reduced |
| Medallion Wealth Advisors, LLC | 520 | $20.7K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 498 | $19.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 471 | $18.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 465 | $18.3K | 0.00% | +465 | New |
| Deseret Mutual Benefit Administrators | 454 | $18.1K | 0.01% | +454 | New |
| Mather Group, LLC. | 436 | $17.4K | 0.00% | +436 | New |
| SOA Wealth Advisors, LLC. | 400 | $16.0K | 0.00% | +400 | Added |
| Meeder Asset Management Inc | 397 | $15.8K | 0.00% | +150+60.7% | Added |
| Parkside Financial Bank & Trust | 396 | $15.8K | 0.00% | +49+14.1% | Added |
| CVA Family Office, LLC | 390 | $15.5K | 0.00% | +374+2,337.5% | Added |