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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 4,852 | $224.5K | 0.01% | +4,852 | New |
| Pinnacle Financial Partners, Inc. | 4,865 | $225.1K | 0.00% | +4,865 | New |
| Coldstream Capital Management Inc | 5,028 | $232.6K | 0.00% | +5,028 | New |
| Berkeley Capital Partners, LLC | 5,057 | $233.9K | 0.05% | +5,057 | New |
| CIBC World Markets Inc. | 5,072 | $234.6K | 0.00% | +5,072 | New |
| Vise Technologies, Inc. | 5,276 | $244.1K | 0.00% | +5,276 | New |
| Harbor Advisors LLC | 5,315 | $245.9K | 0.03% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 5,420 | $250.8K | 0.02% | +5,420 | New |
| Beacon Pointe Advisors, LLC | 5,428 | $251.1K | 0.00% | +5,428 | New |
| Independent Advisor Alliance | 5,455 | $252.3K | 0.01% | +5,455 | New |
| OneAscent Financial Services LLC | 5,500 | $254.4K | 0.01% | +262+5.0% | Added |
| Regions Financial Corp | 5,685 | $263.0K | 0.00% | +5,685 | New |
| StoneX Group Inc. | 6,200 | $266.4K | 0.01% | +6,200 | New |
| Versant Capital Management, Inc | 5,788 | $267.8K | 0.02% | +2,939+103.2% | Added |
| Avanza Fonder AB | 5,870 | $271.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,894 | $272.7K | 0.00% | −334,126−98.3% | Reduced |
| Paradigm Financial Partners, LLC | 5,903 | $273.1K | 0.02% | −231−3.8% | Reduced |
| J. Safra Sarasin Holding AG | 6,889 | $274.5K | 0.00% | −14,446−67.7% | Reduced |
| CX Institutional | 6,151 | $285.0K | 0.01% | +2,055+50.2% | Added |
| UBS Asset Management Americas Inc | 6,198 | $286.7K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,305 | $291.6K | 0.06% | −500−7.3% | Reduced |
| Benjamin Edwards Inc | 6,515 | $301.4K | 0.00% | +1,342+25.9% | Added |
| Blair William & Co | 6,519 | $301.6K | 0.00% | +455+7.5% | Added |
| Aaron Wealth Advisors | 6,661 | $308.1K | 0.02% | +432+6.9% | Added |
| Southern Financial Group, LLC | 6,942 | $321.2K | 0.08% | +453+7.0% | Added |
| VisionPoint Advisory Group, LLC | 7,085 | $327.8K | 0.05% | −13,311−65.3% | Reduced |
| Investors Asset Management of Georgia Inc | 7,107 | $328.8K | 0.11% | −100−1.4% | Reduced |
| CSS LLC | 7,230 | $334.5K | 0.01% | +7,230 | New |
| Applied Finance Capital Management, LLC | 7,271 | $336.4K | 0.03% | +7,271 | New |
| Pflug Koory, LLC | 7,292 | $337.3K | 0.13% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,325 | $338.9K | 0.02% | +3,332+83.4% | Added |
| Intech Investment Management LLC | 7,387 | $341.7K | 0.00% | +7,387 | New |
| Fortress Private Ledger, LLC | 7,439 | $344.1K | 0.09% | +7,439 | New |
| Jane Street Group, LLC | 7,467 | $345.4K | 0.00% | −105,970−93.4% | Reduced |
| Hilltop Holdings Inc. | 7,640 | $353.4K | 0.03% | +7,640 | New |
| Prelude Capital Management, LLC | 7,650 | $353.9K | 0.03% | −6,691−46.7% | Reduced |
| CenterBook Partners LP | 7,728 | $357.5K | 0.02% | −6,193−44.5% | Reduced |
| Axxcess Wealth Management, LLC | 7,763 | $359.1K | 0.01% | +7,763 | New |
| We Are One Seven, LLC | 7,813 | $361.4K | 0.01% | +7,813 | New |
| SRS Capital Advisors, Inc. | 7,840 | $362.6K | 0.00% | +3,709+89.8% | Added |
| Rockefeller Capital Management L.P. | 8,793 | $406.8K | 0.00% | −888−9.2% | Reduced |
| TCW Group Inc | 8,818 | $407.9K | 0.00% | +281+3.3% | Added |
| Weatherly Asset Management L. P. | 8,869 | $410.3K | 0.03% | −3,900−30.5% | Reduced |
| Fifth Third Bancorp | 8,961 | $414.5K | 0.00% | +1,602+21.8% | Added |
| Avise Financial Cooperative, Inc. | 9,020 | $417.3K | 0.30% | +3,513+63.8% | Added |
| AlphaStar Capital Management, LLC | 9,142 | $422.9K | 0.03% | +12+0.1% | Added |
| International Private Wealth Advisors LLC | 9,314 | $430.9K | 0.22% | +9,314 | New |
| EFG International AG | 9,416 | $431.9K | 0.01% | −8,897−48.6% | Reduced |
| Global Retirement Partners, LLC | 9,355 | $432.8K | 0.01% | +9,355 | New |
| Atomi Financial Group, Inc. | 9,564 | $442.4K | 0.01% | −70−0.7% | Reduced |
| M&T Bank Corp | 9,590 | $443.4K | 0.00% | −382−3.8% | Reduced |
| 626 Financial, LLC | 9,638 | $445.9K | 0.17% | −1,222−11.3% | Reduced |
| Impact Partnership Wealth, LLC | 9,987 | $462.0K | 0.04% | +9,987 | New |
| Vestcor Inc | 10,257 | $474.0K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 10,319 | $477.4K | 0.10% | +10,319 | New |
| Dynamic Technology Lab Private Ltd | 10,371 | $480.0K | 0.11% | −13,333−56.2% | Reduced |
| Flagship Harbor Advisors, LLC | 10,425 | $482.3K | 0.02% | +1,300+14.2% | Added |
| Exchange Traded Concepts, LLC | 11,120 | $514.4K | 0.00% | +1,955+21.3% | Added |
| O'Shaughnessy Asset Management, LLC | 11,391 | $526.9K | 0.00% | −18,053−61.3% | Reduced |
| Peloton Wealth Strategists | 11,700 | $541.0K | 0.20% | 00.0% | Unchanged |
| Axq Capital, LP | 11,711 | $541.8K | 0.06% | −2,416−17.1% | Reduced |
| Jump Financial, LLC | 11,909 | $550.9K | 0.00% | +11,909 | New |
| GAMMA Investing LLC | 11,963 | $553.4K | 0.02% | +656+5.8% | Added |
| Permanent Capital Management, LP | 12,061 | $557.9K | 0.07% | +12,061 | New |
| Turas Capital Management LP | 12,100 | $559.7K | 0.26% | +12,100 | New |
| Wealthfront Advisers LLC | 12,101 | $559.8K | 0.00% | −1,305−9.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,278 | $565.5K | 0.00% | +858+7.5% | Added |
| Axxion S.A. | 12,280 | $568.1K | 0.04% | +12,280 | New |
| Osmosis Investment Management UK Ltd | 12,339 | $570.8K | 0.03% | −15,628−55.9% | Reduced |
| Wealth Alliance | 12,496 | $578.1K | 0.05% | +511+4.3% | Added |
| Snowden Capital Advisors LLC | 12,543 | $580.2K | 0.01% | +1,564+14.2% | Added |
| HB Wealth Management, LLC | 12,775 | $591.0K | 0.00% | +3,358+35.7% | Added |
| Sequoia Financial Advisors, LLC | 12,919 | $597.6K | 0.00% | −918−6.6% | Reduced |
| AMG National Trust Bank | 13,011 | $601.9K | 0.01% | +217+1.7% | Added |
| Evergreen Capital Management LLC | 13,054 | $603.9K | 0.01% | +4,710+56.4% | Added |
| Wahed Invest LLC | 13,206 | $610.9K | 0.06% | −369−2.7% | Reduced |
| Securian Asset Management, Inc | 13,918 | $616.6K | 0.02% | −181−1.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,648 | $631.4K | 0.04% | −62−0.5% | Reduced |
| V-Square Quantitative Management LLC | 13,843 | $640.4K | 0.06% | −87−0.6% | Reduced |
| Brown Brothers Harriman & Co | 14,550 | $673.1K | 0.00% | +5,285+57.0% | Added |
| Prosperity Consulting Group, LLC | 15,234 | $704.7K | 0.03% | +2,151+16.4% | Added |
| Park Avenue Securities LLC | 15,300 | $708.0K | 0.00% | −557−3.5% | Reduced |
| North Dakota State Investment Board | 15,491 | $716.6K | 0.03% | +433+2.9% | Added |
| Cresset Asset Management, LLC | 15,542 | $719.0K | 0.00% | −8,353−35.0% | Reduced |
| MUFG Securities Americas Inc. | 15,797 | $730.8K | 0.04% | +1,342+9.3% | Added |
| Icon Wealth Advisors, LLC | 16,126 | $746.0K | 0.04% | +74+0.5% | Added |
| Burney Co | 16,199 | $749.4K | 0.02% | −198−1.2% | Reduced |
| Frec Markets, Inc. | 16,250 | $751.7K | 0.07% | +16,250 | New |
| Farther Finance Advisors, LLC | 16,921 | $782.8K | 0.01% | +497+3.0% | Added |
| Truist Financial Corp | 16,984 | $785.7K | 0.00% | −910−5.1% | Reduced |
| Mariner, LLC | 17,213 | $796.3K | 0.00% | +10,038+139.9% | Added |
| Merit Financial Group, LLC | 17,272 | $799.0K | 0.00% | +775+4.7% | Added |
| Everence Capital Management Inc | 17,301 | $800.0K | 0.04% | +5,133+42.2% | Added |
| QRG Capital Management, Inc. | 17,541 | $811.4K | 0.01% | +1,015+6.1% | Added |
| MML Investors Services, LLC | 17,743 | $820.8K | 0.00% | +5,444+44.3% | Added |
| Janney Montgomery Scott LLC | 17,845 | $826.0K | 0.00% | +1,931+12.1% | Added |
| Perpetual Ltd | 17,942 | $830.0K | 0.01% | +246+1.4% | Added |
| Crossmark Global Holdings, Inc. | 17,952 | $830.5K | 0.01% | +408+2.3% | Added |
| Allianz Asset Management GmbH | 18,082 | $836.5K | 0.00% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 18,180 | $841.0K | 0.02% | 00.0% | Unchanged |