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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 385 | $15.3K | 0.00% | +99+34.6% | Added |
| Creative Financial Designs Inc | 381 | $15.2K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 356 | $14.2K | 0.00% | +317+812.8% | Added |
| Essential Partners LLC | 352 | $14.0K | 0.00% | −223−38.8% | Reduced |
| Larson Financial Group LLC | 331 | $13.2K | 0.00% | +118+55.4% | Added |
| Umb Bank N A | 328 | $13.1K | 0.00% | +108+49.1% | Added |
| Rossby Financial, LCC | 323 | $13.0K | 0.00% | +57+21.4% | Added |
| Sapience Investments, LLC | 318 | $12.7K | 1.64% | −16,783−98.1% | Reduced |
| HHM Wealth Advisors, LLC | 313 | $12.5K | 0.00% | +313 | New |
| Farmers & Merchants Investments Inc | 313 | $12.5K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 297 | $11.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 282 | $11.2K | 0.00% | +174+161.1% | Added |
| Heritage Wealth Advisors | 263 | $10.5K | 0.00% | +263 | New |
| Whipplewood Advisors, LLC | 250 | $9.96K | 0.01% | +240+2,400.0% | Added |
| Smallwood Wealth Investment Management, LLC | 248 | $9.88K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 234 | $9.32K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 230 | $9.17K | 0.00% | −70−23.3% | Reduced |
| Bryn Mawr Trust Co | 226 | $9.01K | 0.00% | −538−70.4% | Reduced |
| Financial Perspectives, Inc | 224 | $8.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 213 | $8.49K | 0.00% | +159+294.4% | Added |
| Kemnay Advisory Services Inc. | 210 | $8.37K | 0.00% | +210 | New |
| Zions Bancorporation, National Association | 195 | $7.77K | 0.00% | −3,246−94.3% | Reduced |
| Atlantic Union Bankshares Corp | 190 | $7.57K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 183 | $7.29K | 0.00% | +183 | New |
| GW&K Investment Management, LLC | 187 | $7.00K | 0.00% | +26+16.1% | Added |
| Westfuller Advisors, LLC | 174 | $6.93K | 0.00% | +2+1.2% | Added |
| WPG Advisers, LLC | 172 | $6.85K | 0.01% | −17−9.0% | Reduced |
| Prosperity Bancshares Inc | 171 | $6.81K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 156 | $6.22K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $5.98K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 149 | $5.94K | 0.00% | −55−27.0% | Reduced |
| Key Capital Management, INC | 141 | $5.62K | 0.00% | +106+302.9% | Added |
| JFS Wealth Advisors, LLC | 137 | $5.46K | 0.00% | +39+39.8% | Added |
| Clearstead Advisors, LLC | 135 | $5.38K | 0.00% | −1,192−89.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 133 | $5.30K | 0.00% | +83+166.0% | Added |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $4.90K | 0.00% | +108+720.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 121 | $4.82K | 0.00% | +121 | New |
| Key Financial Inc | 117 | $4.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 113 | $4.50K | 0.00% | −35−23.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 113 | $4.50K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $4.38K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 110 | $4.38K | 0.00% | +73+197.3% | Added |
| Private Trust Co NA | 108 | $4.30K | 0.00% | +11+11.3% | Added |
| Abound Wealth Management | 101 | $4.04K | 0.00% | +16+18.8% | Added |
| Colonial Trust Co | 99 | $3.94K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 95 | $3.79K | 0.00% | +95 | New |
| Bartlett & Co. Wealth Management LLC | 94 | $3.57K | 0.00% | +10+11.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 87 | $3.47K | 0.00% | +87 | New |
| Cornerstone Planning Group LLC | 87 | $3.44K | 0.00% | +50+135.1% | Added |
| Clear Street Markets LLC | 86 | $3.43K | 0.00% | −690−88.9% | Reduced |
| North Star Investment Management Corp. | 86 | $3.43K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 86 | $3.41K | 0.00% | +1+1.2% | Added |
| MV Capital Management, Inc. | 85 | $3.39K | 0.00% | +14+19.7% | Added |
| Atlantic Trust, LLC | 83 | $3.31K | 0.00% | +79+1,975.0% | Added |
| Bruce G. Allen Investments, LLC | 83 | $3.31K | 0.00% | +83 | New |
| Ogorek Anthony Joseph | 84 | $3.00K | 0.00% | +84 | New |
| IMA Wealth, Inc. | 72 | $2.87K | 0.00% | −672−90.3% | Reduced |
| Rialto Wealth Management, LLC | 70 | $2.79K | 0.00% | +57+438.5% | Added |
| True Wealth Design, LLC | 65 | $2.59K | 0.00% | +6+10.2% | Added |
| Hilton Head Capital Partners, LLC | 64 | $2.55K | 0.00% | −2−3.0% | Reduced |
| Quent Capital, LLC | 62 | $2.47K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 61 | $2.43K | 0.00% | +61 | New |
| DT Investment Partners, LLC | 60 | $2.39K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 60 | $2.39K | 0.00% | +7+13.2% | Added |
| Maseco LLP | 56 | $2.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 53 | $2.11K | 0.00% | +53 | New |
| Prestige Wealth Management Group LLC | 51 | $2.03K | 0.00% | −6,653−99.2% | Reduced |
| Avion Wealth | 52 | $2.00K | 0.00% | +12+30.0% | Added |
| Raffa Wealth Management, LLC | 46 | $1.83K | 0.00% | +2+4.5% | Added |
| ZRC Wealth Management, LLC | 44 | $1.75K | 0.00% | +26+144.4% | Added |
| Sunrise Financial Services, LLC | 42 | $1.67K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 42 | $1.67K | 0.00% | +4+10.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 41 | $1.63K | 0.00% | +21+105.0% | Added |
| Addison Advisors LLC | 40 | $1.59K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 39 | $1.55K | 0.00% | +21+116.7% | Added |
| DiNuzzo Private Wealth, Inc. | 36 | $1.44K | 0.00% | +14+63.6% | Added |
| Bogart Wealth, LLC | 34 | $1.35K | 0.00% | +34 | New |
| JPL Wealth Management, LLC | 33 | $1.32K | 0.00% | +33 | New |
| Clayton Financial Group LLC | 32 | $1.28K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 31 | $1.24K | 0.00% | +18+138.5% | Added |
| Wall Street Financial Group, Inc. | 31 | $1.24K | 0.00% | +31 | New |
| Groupe la Francaise | 36 | $1.23K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 27 | $1.08K | 0.00% | +14+107.7% | Added |
| Washington Trust Advisors, Inc. | 27 | $1.08K | 0.00% | +27 | New |
| Burk Holdings LLC | 26 | $1.04K | 0.00% | +26 | New |
| Kilter Group LLC | 25 | $997 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 24 | $968 | 0.00% | +24 | New |
| Boyd Watterson Asset Management LLC | 23 | $917 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 23 | $917 | 0.00% | +8+53.3% | Added |
| Sunbelt Securities, Inc. | 23 | $917 | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 22 | $877 | 0.00% | +22 | New |
| 1015 Capital Partners, LLC | 20 | $797 | 0.00% | +8+66.7% | Added |
| Spire Wealth Management | 19 | $757 | 0.00% | −166−89.7% | Reduced |
| First Command Advisory Services, Inc. | 19 | $757 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 17 | $678 | 0.00% | +7+70.0% | Added |
| Principia Wealth Advisory, LLC | 17 | $677 | 0.00% | +13+325.0% | Added |
| Activest Wealth Management | 15 | $598 | 0.00% | +5+50.0% | Added |
| Portus Wealth Advisors, LLC | 15 | $598 | 0.00% | +15 | New |