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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 190 | $8.79K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 196 | $9.00K | 0.00% | +9+4.8% | Added |
| Zions Bancorporation, National Association | 197 | $9.11K | 0.00% | +2+1.0% | Added |
| West Paces Advisors Inc. | 200 | $9.25K | 0.00% | +200 | New |
| Synergy Investment Management, LLC | 193 | $9.31K | 0.00% | +193 | New |
| Financial Network Wealth Advisors LLC | 202 | $9.35K | 0.01% | +202 | New |
| Keating Financial Advisory Services, Inc. | 215 | $9.95K | 0.00% | +82+61.7% | Added |
| Financial Perspectives, Inc | 224 | $10.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 226 | $10.5K | 0.00% | +226 | New |
| Ameriflex Group, Inc. | 242 | $11.2K | 0.00% | +242 | New |
| Smallwood Wealth Investment Management, LLC | 248 | $11.5K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 254 | $11.8K | 0.00% | +24+10.4% | Added |
| Heritage Wealth Advisors | 263 | $12.2K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 282 | $13.0K | 0.00% | +280+14,000.0% | Added |
| Rossby Financial, LCC | 283 | $13.1K | 0.00% | −40−12.4% | Reduced |
| Pinnacle Bancorp, Inc. | 297 | $13.7K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $13.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 303 | $14.0K | 0.00% | −87−22.3% | Reduced |
| Private Trust Co NA | 303 | $14.0K | 0.00% | +195+180.6% | Added |
| Larson Financial Group LLC | 311 | $14.4K | 0.00% | −20−6.0% | Reduced |
| Farmers & Merchants Investments Inc | 313 | $14.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 340 | $15.7K | 0.01% | −12−3.4% | Reduced |
| Highland Investment Advisors LLC | 347 | $16.1K | 0.01% | +347 | New |
| Parkside Financial Bank & Trust | 376 | $17.4K | 0.00% | −20−5.1% | Reduced |
| Creative Financial Designs Inc | 381 | $17.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 446 | $20.6K | 0.00% | +118+36.0% | Added |
| Armstrong Advisory Group, Inc | 471 | $21.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 474 | $21.9K | 0.00% | +77+19.4% | Added |
| Strategic Wealth Partners, Ltd. | 498 | $23.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 550 | $25.4K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 552 | $25.5K | 0.01% | +513+1,315.4% | Added |
| Stance Capital LLC | 591 | $27.3K | 0.01% | −14,454−96.1% | Reduced |
| Massmutual Trust Co FSB | 641 | $29.7K | 0.00% | −52−7.5% | Reduced |
| First United Bank Trust | 675 | $31.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 699 | $32.3K | 0.00% | −196−21.9% | Reduced |
| Twin Lakes Capital Management, LLC | 699 | $32.3K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 712 | $32.5K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 743 | $34.4K | 0.00% | −36−4.6% | Reduced |
| Manchester Capital Management LLC | 748 | $34.6K | 0.00% | +93+14.2% | Added |
| TSFG, LLC | 761 | $35.0K | 0.00% | +89+13.2% | Added |
| Harbour Investments, Inc. | 783 | $36.2K | 0.00% | +398+103.4% | Added |
| Rexford Capital Inc | 800 | $37.0K | 0.02% | 00.0% | Unchanged |
| McMillan Office, Inc. | 911 | $42.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $42.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 937 | $43.2K | 0.00% | −340−26.6% | Reduced |
| Bruce G. Allen Investments, LLC | 956 | $44.2K | 0.03% | +873+1,051.8% | Added |
| Deseret Mutual Benefit Administrators | 981 | $45.4K | 0.01% | +527+116.1% | Added |
| Oakworth Capital, Inc. | 1,000 | $46.3K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,050 | $48.6K | 0.00% | +1,050 | New |
| Quarry LP | 1,230 | $56.9K | 0.01% | +948+336.2% | Added |
| NBC Securities, Inc. | 1,244 | $57.5K | 0.00% | +45+3.8% | Added |
| Parallel Advisors, LLC | 1,279 | $59.2K | 0.00% | +346+37.1% | Added |
| Signaturefd, LLC | 1,316 | $60.9K | 0.00% | +258+24.4% | Added |
| Cape Investment Advisory, Inc. | 1,400 | $64.8K | 0.02% | +1,400 | New |
| BFSG, LLC | 1,415 | $65.5K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,431 | $66.2K | 0.04% | −3−0.2% | Reduced |
| Cromwell Holdings LLC | 1,497 | $69.3K | 0.03% | +885+144.6% | Added |
| Cary Street Partners Financial LLC | 1,540 | $71.2K | 0.00% | −580−27.4% | Reduced |
| Axiom Investment Management LLC | 1,554 | $71.9K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,626 | $75.2K | 0.00% | −332−17.0% | Reduced |
| Bayforest Capital Ltd | 1,673 | $77.4K | 0.07% | +516+44.6% | Added |
| Mather Group, LLC. | 1,822 | $84.3K | 0.00% | +1,386+317.9% | Added |
| Huntington National Bank | 1,864 | $86.2K | 0.00% | +493+36.0% | Added |
| Covestor Ltd | 2,215 | $103.0K | 0.06% | +310+16.3% | Added |
| Smartleaf Asset Management LLC | 2,323 | $107.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,321 | $107.4K | 0.00% | +136+6.2% | Added |
| Bank & Trust Co | 2,570 | $118.9K | 0.08% | −132−4.9% | Reduced |
| Hartford Financial Management Inc. | 2,605 | $120.5K | 0.03% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,617 | $121.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,652 | $122.7K | 0.00% | −19−0.7% | Reduced |
| Allworth Financial LP | 2,668 | $123.4K | 0.00% | −383−12.6% | Reduced |
| Citizens National Bank Trust Department | 2,690 | $124.4K | 0.02% | −600−18.2% | Reduced |
| Richardson Financial Services Inc. | 2,840 | $131.4K | 0.07% | −150−5.0% | Reduced |
| Penserra Capital Management LLC | 2,997 | $137.0K | 0.00% | +80+2.7% | Added |
| Geneos Wealth Management Inc. | 3,122 | $144.4K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,181 | $147.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,390 | $156.8K | 0.00% | −1,593−32.0% | Reduced |
| Aberdeen Wealth Management LLC | 3,486 | $157.3K | 0.08% | +3,486 | New |
| Transamerica Financial Advisors, Inc. | 3,548 | $164.2K | 0.01% | +492+16.1% | Added |
| Hughes Financial Services, LLC | 3,575 | $165.4K | 0.02% | +19+0.5% | Added |
| Bessemer Group Inc | 3,707 | $171.0K | 0.00% | +499+15.6% | Added |
| Continuum Advisory, LLC | 3,728 | $172.5K | 0.01% | +3,728 | New |
| New Age Alpha Advisors, LLC | 4,035 | $186.7K | 0.01% | −629−13.5% | Reduced |
| Mirabella Financial Services LLP | 4,331 | $200.4K | 0.02% | −1,120−20.5% | Reduced |
| Advisory Services Network, LLC | 4,366 | $202.0K | 0.00% | +1,094+33.4% | Added |
| Cary Street Partner Investment Advisory LLC | 4,419 | $204.4K | 0.04% | −87−1.9% | Reduced |
| Csenge Advisory Group | 4,430 | $204.9K | 0.01% | +4,430 | New |
| ARGA Investment Management, LP | 4,434 | $205.1K | 0.01% | +4,434 | New |
| Saxon Interests, Inc. | 4,457 | $206.2K | 0.06% | +4,457 | New |
| Ameritas Investment Partners, Inc. | 4,490 | $207.7K | 0.01% | −220−4.7% | Reduced |
| Integrated Investment Consultants, LLC | 4,500 | $208.2K | 0.04% | +4,500 | New |
| Perigon Wealth Management, LLC | 4,564 | $211.1K | 0.00% | +4,564 | New |
| Portside Wealth Group, LLC | 4,613 | $213.4K | 0.02% | +4,613 | New |
| EverSource Wealth Advisors, LLC | 4,659 | $215.5K | 0.01% | −5,218−52.8% | Reduced |
| Davy Global Fund Management Ltd | 4,668 | $215.9K | 0.01% | +4,668 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,672 | $216.1K | 0.02% | −136−2.8% | Reduced |
| Ronald Blue Trust, Inc. | 4,731 | $218.9K | 0.00% | −1,060−18.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,742 | $219.4K | 0.01% | −6,531−57.9% | Reduced |
| Patten Group, Inc. | 4,809 | $222.5K | 0.03% | −2,232−31.7% | Reduced |
| Diversified Enterprises, LLC | 4,848 | $224.3K | 0.01% | +4,848 | New |