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, Q2 2026
Institutional positions in Smurfit Westrock plc as of Jun 30, 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
- 643
- +35 vs. Q1 2026
- Shares held
- 504.0M
- +28.1M (+5.9%) vs. Q1 2026
- Total value
- $23.3B
- +$4.32B (+22.8%) vs. Q1 2026
- New holders
- 104
- 269 more added
- Sold out
- 69
- 195 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $19.6B |
| Q2 2025 | 580 | $19.5B |
| Q1 2025 | 596 | $19.7B |
| Q4 2024 | 604 | $23.6B |
| Q3 2024 | 507 | $23.7B |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Smurfit Westrock plc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 45,496,899 | $2.10B | 0.03% | +692,070+1.5% | Added |
| Capital Research Global Investors | 42,634,328 | $1.97B | 0.28% | +3,662,577+9.4% | Added |
| Vanguard Capital Management LLC | 34,245,410 | $1.58B | 0.03% | +284,663+0.8% | Added |
| State Street Corp | 28,063,403 | $1.30B | 0.04% | +2,804,559+11.1% | Added |
| Nuveen, LLC | 24,812,775 | $1.15B | 0.27% | +222,089+0.9% | Added |
| Vanguard Portfolio Management LLC | 24,357,234 | $1.13B | 0.05% | +41,543+0.2% | Added |
| Capital World Investors | 15,472,417 | $715.8M | 0.08% | +3,000,000+24.1% | Added |
| Causeway Capital Management LLC | 15,039,041 | $695.7M | 7.53% | −526,987−3.4% | Reduced |
| Geode Capital Management, LLC | 14,544,325 | $670.3M | 0.04% | +278,822+2.0% | Added |
| Franklin Resources Inc | 13,455,443 | $622.4M | 0.13% | +522,825+4.0% | Added |
| Invesco Ltd. | 11,433,276 | $528.9M | 0.04% | +787,371+7.4% | Added |
| Ameriprise Financial Inc | 9,947,344 | $460.2M | 0.09% | +1,353,530+15.8% | Added |
| Bank of New York Mellon Corp | 9,903,796 | $458.1M | 0.08% | +1,080,775+12.2% | Added |
| Norges Bank | 9,884,546 | $454.8M | 0.05% | +9,884,546 | New |
| Morgan Stanley | 7,707,307 | $356.5M | 0.02% | +1,736,269+29.1% | Added |
| FMR LLC | 7,499,469 | $346.9M | 0.02% | −2,592,598−25.7% | Reduced |
| Goldman Sachs Group Inc | 7,286,056 | $337.1M | 0.04% | +1,310,278+21.9% | Added |
| Deutsche Bank AG | 6,817,187 | $315.4M | 0.09% | +287,637+4.4% | Added |
| Orbis Allan Gray Ltd | 5,881,487 | $272.1M | 0.94% | −7,893,567−57.3% | Reduced |
| Bank of America Corp | 5,758,154 | $266.4M | 0.02% | +297,991+5.5% | Added |
| Nordea Investment Management AB | 5,423,106 | $247.2M | 0.20% | −594,527−9.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,312,463 | $245.7M | 0.19% | −5,365,960−50.3% | Reduced |
| Trinity Street Asset Management LLP | 5,261,555 | $243.4M | 12.53% | +5,261,555 | New |
| Dimensional Fund Advisors LP | 5,215,798 | $241.3M | 0.04% | +367,668+7.6% | Added |
| Northern Trust Corp | 4,789,400 | $221.6M | 0.03% | +83,419+1.8% | Added |
| Canada Pension Plan Investment Board | 4,639,784 | $214.6M | 0.12% | +882,675+23.5% | Added |
| Legal & General Group Plc | 4,458,285 | $205.1M | 0.04% | −26,154−0.6% | Reduced |
| UBS Group AG | 3,654,960 | $169.1M | 0.03% | −348,433−8.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,653,945 | $169.0M | 0.02% | +115,365+3.3% | Added |
| JPMorgan Chase & Co | 3,219,792 | $148.7M | 0.01% | −1,190,218−27.0% | Reduced |
| Amundi | 3,008,141 | $139.2M | 0.03% | −956,532−24.1% | Reduced |
| Vanguard Fiduciary Trust Co | 2,944,266 | $136.2M | 0.03% | +2,774+0.1% | Added |
| AQR Capital Management LLC | 2,802,631 | $127.4M | 0.04% | −2,240,583−44.4% | Reduced |
| Maple Rock Capital Partners Inc. | 2,608,298 | $120.7M | 2.37% | +2,608,298 | New |
| Ruffer LLP | 2,438,889 | $112.7M | 3.98% | −347,308−12.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,394,335 | $110.8M | 2.00% | −50,900−2.1% | Reduced |
| Mirova US LLC | 2,363,387 | $109.3M | 1.18% | +2,363,387 | New |
| Massachusetts Financial Services Co | 2,049,143 | $96.2M | 0.03% | −338,191−14.2% | Reduced |
| Citadel Advisors LLC | 2,017,654 | $93.3M | 0.05% | +1,520,962+306.2% | Added |
| Jupiter Topco LLC | 1,967,204 | $91.0M | 0.04% | +1,967,204 | New |
| Alberta Investment Management Corp | 1,930,917 | $89.3M | 0.51% | −13,319−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,911,445 | $88.4M | 0.05% | +610,594+46.9% | Added |
| American Century Companies Inc | 1,877,399 | $86.8M | 0.04% | +1,326,322+240.7% | Added |
| Sound Shore Management Inc | 1,835,817 | $84.9M | 2.61% | +326,681+21.6% | Added |
| Royal Bank of Canada | 1,803,602 | $83.4M | 0.01% | −16,892−0.9% | Reduced |
| First Trust Advisors LP | 1,801,677 | $83.3M | 0.05% | +50,592+2.9% | Added |
| Citigroup Inc | 1,725,932 | $79.8M | 0.04% | −228,651−11.7% | Reduced |
| Polaris Capital Management, LLC | 1,635,802 | $75.7M | 7.13% | +269,252+19.7% | Added |
| Alliancebernstein L.P. | 1,759,841 | $70.1M | 0.02% | −107,990−5.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,512,798 | $70.0M | 0.92% | −1,007,438−40.0% | Reduced |
| SEI Investments Co | 1,485,176 | $68.7M | 0.06% | −12,791−0.9% | Reduced |
| HSBC Holdings PLC | 1,486,681 | $68.6M | 0.03% | +376,004+33.9% | Added |
| Swiss National Bank | 1,478,797 | $68.4M | 0.04% | −53,600−3.5% | Reduced |
| Russell Investments Group, Ltd. | 1,414,797 | $65.4M | 0.06% | +492,879+53.5% | Added |
| Pictet Asset Management Holding SA | 1,386,738 | $64.2M | 0.06% | −32,347−2.3% | Reduced |
| Cullen Capital Management LLC | 1,359,382 | $62.9M | 0.62% | +113,472+9.1% | Added |
| Vontobel Holding Ltd. | 1,340,615 | $62.0M | 0.21% | +117,812+9.6% | Added |
| Millennium Management LLC | 1,307,410 | $60.5M | 0.04% | +1,307,410 | New |
| Price T Rowe Associates Inc | 1,298,861 | $60.1M | 0.01% | +175,589+15.6% | Added |
| Man Group plc | 1,295,906 | $59.9M | 0.11% | +571,065+78.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,282,728 | $59.3M | 0.03% | +109,721+9.4% | Added |
| Aviva PLC | 1,216,863 | $55.0M | 0.08% | +4,208+0.3% | Added |
| Van Eck Associates Corp | 1,171,097 | $54.2M | 0.03% | +396,918+51.3% | Added |
| Vanguard Asset Management, Ltd | 1,168,293 | $54.0M | 0.04% | +136,154+13.2% | Added |
| Vanguard Global Advisers, LLC | 1,151,823 | $53.3M | 0.02% | −10,542−0.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,139,192 | $52.7M | 0.03% | −40,645−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,072,033 | $49.6M | 0.04% | −146,438−12.0% | Reduced |
| Barclays PLC | 1,011,974 | $46.8M | 0.01% | −599,349−37.2% | Reduced |
| Rhumbline Advisers | 936,821 | $43.3M | 0.03% | +5,999+0.6% | Added |
| KBC Group NV | 857,196 | $39.7M | 0.09% | −17,834−2.0% | Reduced |
| Holowesko Partners Ltd. | 844,000 | $39.0M | 9.88% | +384,800+83.8% | Added |
| Oslo Pensjonsforsikring AS | 839,077 | $38.8M | 4.46% | +1,260+0.2% | Added |
| Federated Hermes, Inc. | 811,008 | $37.5M | 0.05% | +778,980+2,432.2% | Added |
| Engineers Gate Manager LP | 786,518 | $36.4M | 0.47% | +761,035+2,986.4% | Added |
| Patten & Patten Inc | 772,292 | $35.7M | 1.89% | −1,870−0.2% | Reduced |
| Lakewood Capital Management, LP | 727,897 | $33.7M | 1.75% | +52,000+7.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 731,028 | $33.6M | 0.04% | +584,205+397.9% | Added |
| Savant Capital, LLC | 785,695 | $33.4M | 0.10% | +317,712+67.9% | Added |
| Envestnet Asset Management Inc | 715,783 | $33.1M | 0.01% | +80,193+12.6% | Added |
| Principal Financial Group Inc | 702,966 | $32.5M | 0.02% | −1,704−0.2% | Reduced |
| Brown Advisory Inc | 673,494 | $31.2M | 0.05% | +54,126+8.7% | Added |
| Scopus Asset Management, L.P. | 665,000 | $30.8M | 0.72% | +225,000+51.1% | Added |
| Eurizon Capital SGR S.p.A. | 664,247 | $30.7M | 0.08% | +177,831+36.6% | Added |
| Wellington Management Group LLP | 662,595 | $30.7M | 0.01% | +183,125+38.2% | Added |
| Alps Advisors Inc | 651,233 | $30.1M | 0.14% | −11,511−1.7% | Reduced |
| Exane Asset Management | 558,692 | $29.5M | 10.68% | −277,946−33.2% | Reduced |
| FIL Ltd | 637,433 | $29.5M | 0.02% | −519,983−44.9% | Reduced |
| California State Teachers Retirement System | 609,071 | $28.2M | 0.03% | +5,695+0.9% | Added |
| Lazard Freres Gestion S.A.S. | 608,900 | $28.2M | 0.49% | +608,900 | New |
| Compagnie Lombard Odier SCmA | 606,042 | $28.0M | 0.30% | −14,915−2.4% | Reduced |
| California Public Employees Retirement System | 603,796 | $27.9M | 0.02% | −243,605−28.7% | Reduced |
| Triodos Investment Management BV | 586,314 | $27.1M | 1.65% | +586,314 | New |
| Gotham Asset Management, LLC | 583,204 | $27.0M | 0.06% | −116,710−16.7% | Reduced |
| AE Wealth Management LLC | 573,686 | $26.5M | 0.12% | +567,544+9,240.4% | Added |
| Salem Investment Counselors Inc | 562,063 | $26.0M | 0.64% | −8,500−1.5% | Reduced |
| Wells Fargo & Company | 547,539 | $25.3M | 0.00% | +168,945+44.6% | Added |
| Evelyn Partners Group Ltd | 546,588 | $25.3M | 0.05% | +546,588 | New |
| Bank of Montreal | 523,612 | $24.2M | 0.01% | −206,469−28.3% | Reduced |
| Verbena Value LP | 515,100 | $23.8M | 3.94% | −561,400−52.2% | Reduced |
| Panagora Asset Management Inc | 507,706 | $23.5M | 0.07% | +507,706 | New |