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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 18,222 | $843.0K | 0.18% | +18,222 | New |
| Raiffeisen Bank International AG | 18,272 | $843.6K | 0.01% | +17,667+2,920.2% | Added |
| Fideuram Asset Management (Ireland) dac | 19,162 | $858.6K | 0.02% | −9,923−34.1% | Reduced |
| Miracle Mile Advisors, LLC | 18,685 | $864.4K | 0.01% | +331+1.8% | Added |
| Wolverine Asset Management LLC | 19,000 | $878.9K | 0.01% | −81,000−81.0% | Reduced |
| CI Private Wealth, LLC | 19,486 | $901.3K | 0.00% | −43,277−69.0% | Reduced |
| Trium Capital LLP | 19,546 | $904.2K | 0.57% | +3,356+20.7% | Added |
| Omers Administration Corp | 19,710 | $911.8K | 0.01% | +3,128+18.9% | Added |
| Moody National Bank Trust Division | 19,785 | $915.3K | 0.08% | +1,640+9.0% | Added |
| Brinker Capital Investments, LLC | 19,972 | $923.9K | 0.01% | +19,972 | New |
| Nicholas Hoffman & Company, LLC. | 20,443 | $945.7K | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 20,457 | $946.3K | 0.01% | −972−4.5% | Reduced |
| NewEdge Wealth, LLC | 20,941 | $968.7K | 0.01% | +188+0.9% | Added |
| Capital International Sarl | 21,032 | $972.9K | 0.01% | −532−2.5% | Reduced |
| Ossiam | 21,580 | $998.3K | 0.01% | +11,025+104.5% | Added |
| AustralianSuper Pty Ltd | 21,998 | $1.02M | 0.00% | −19,464−46.9% | Reduced |
| Lazard Asset Management LLC | 22,455 | $1.04M | 0.00% | +22,455 | New |
| Abacus Planning Group, Inc. | 23,118 | $1.07M | 0.13% | +52+0.2% | Added |
| Redmond Asset Management, LLC | 23,136 | $1.07M | 0.27% | −176−0.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 23,187 | $1.07M | 0.09% | −4,221−15.4% | Reduced |
| HighTower Advisors, LLC | 23,196 | $1.07M | 0.00% | −8,166−26.0% | Reduced |
| Summit Trail Advisors, LLC | 23,228 | $1.07M | 0.01% | +3,352+16.9% | Added |
| GeoWealth Management, LLC | 23,937 | $1.11M | 0.03% | +2,116+9.7% | Added |
| Catalytic Wealth RIA, LLC | 24,018 | $1.11M | 0.06% | +2,180+10.0% | Added |
| Wharton Business Group, LLC | 24,424 | $1.13M | 0.04% | −438−1.8% | Reduced |
| Edentree Asset Management Ltd | 25,000 | $1.16M | 0.35% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 25,098 | $1.16M | 0.01% | −43,203−63.3% | Reduced |
| Squarepoint Ops LLC | 25,145 | $1.16M | 0.00% | +11,258+81.1% | Added |
| Colony Group, LLC | 25,166 | $1.16M | 0.00% | −59,694−70.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 25,259 | $1.17M | 0.04% | +979+4.0% | Added |
| Nomura Holdings Inc | 25,469 | $1.18M | 0.00% | +11,827+86.7% | Added |
| Robeco Institutional Asset Management B.V. | 25,600 | $1.18M | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 25,675 | $1.19M | 0.30% | −120,000−82.4% | Reduced |
| New Mexico Educational Retirement Board | 25,985 | $1.20M | 0.03% | +2,000+8.3% | Added |
| MYDA Advisors LLC | 26,000 | $1.20M | 0.29% | +26,000 | New |
| Recurrent Investment Advisors LLC | 26,095 | $1.21M | 0.07% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 14,705 | $1.21M | 0.20% | 00.0% | Unchanged |
| Ascent Group, LLC | 26,144 | $1.21M | 0.04% | +4,649+21.6% | Added |
| Empowered Funds, LLC | 26,484 | $1.23M | 0.01% | +4,121+18.4% | Added |
| Louisiana State Employees Retirement System | 26,800 | $1.24M | 0.02% | +200+0.8% | Added |
| Maryland State Retirement & Pension System | 27,552 | $1.27M | 0.02% | +2,231+8.8% | Added |
| Cerity Partners LLC | 28,821 | $1.33M | 0.00% | −22,976−44.4% | Reduced |
| JustInvest LLC | 28,852 | $1.33M | 0.01% | +2,147+8.0% | Added |
| Allspring Global Investments Holdings, LLC | 29,044 | $1.34M | 0.00% | +7,412+34.3% | Added |
| Sterling Capital Management LLC | 29,012 | $1.34M | 0.02% | −1,789−5.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,168 | $1.35M | 0.00% | +8,431+40.7% | Added |
| Federation des caisses Desjardins du Quebec | 29,231 | $1.35M | 0.00% | +8,214+39.1% | Added |
| Levin Capital Strategies, L.P. | 30,000 | $1.39M | 0.09% | +30,000 | New |
| Creative Planning | 30,071 | $1.39M | 0.00% | +11,745+64.1% | Added |
| Paragon Capital Management Inc | 30,084 | $1.39M | 1.04% | −620−2.0% | Reduced |
| Norinchukin Bank, The | 30,110 | $1.39M | 0.01% | +151+0.5% | Added |
| Toroso Investments, LLC | 30,514 | $1.41M | 0.00% | −6,204−16.9% | Reduced |
| Profund Advisors LLC | 30,577 | $1.41M | 0.04% | +15,591+104.0% | Added |
| Mount Yale Investment Advisors, LLC | 30,586 | $1.41M | 0.03% | +30,586 | New |
| McKinney Capital Management, LLC | 31,337 | $1.45M | 0.57% | +31,337 | New |
| Legacy Wealth Asset Management, LLC | 31,416 | $1.45M | 0.32% | +5,905+23.1% | Added |
| Westwood Holdings Group Inc. | 31,605 | $1.46M | 0.01% | −4,854−13.3% | Reduced |
| Investors Research Corp | 31,620 | $1.46M | 0.26% | 00.0% | Unchanged |
| Horizon Investments, LLC | 31,970 | $1.48M | 0.02% | −206,951−86.6% | Reduced |
| XTX Topco Ltd | 32,003 | $1.48M | 0.02% | +5,821+22.2% | Added |
| Pinnacle Associates Ltd | 32,354 | $1.50M | 0.02% | −9,694−23.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,382 | $1.50M | 0.01% | 00.0% | Unchanged |
| J. Goldman & Co LP | 32,645 | $1.51M | 0.05% | +15,145+86.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 32,789 | $1.52M | 0.00% | −35−0.1% | Reduced |
| Kentucky Retirement Systems | 32,889 | $1.52M | 0.04% | +32,889 | New |
| Lombard Odier Asset Management (Switzerland) SA | 32,911 | $1.52M | 0.05% | −18,249−35.7% | Reduced |
| Investment Management Corp of Ontario | 33,440 | $1.55M | 0.02% | −11,208−25.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 34,400 | $1.59M | 0.00% | +5,204+17.8% | Added |
| Callan Family Office, LLC | 35,588 | $1.65M | 0.03% | +5,063+16.6% | Added |
| Mainstay Capital Management LLC | 35,806 | $1.66M | 0.12% | +1,047+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 36,468 | $1.69M | 0.01% | +31,587+647.1% | Added |
| Fruth Investment Management | 36,537 | $1.69M | 0.40% | −500−1.4% | Reduced |
| Saudi Central Bank | 36,698 | $1.70M | 0.02% | +17,424+90.4% | Added |
| Banque Cantonale Vaudoise | 36,915 | $1.71M | 0.00% | −5,239−12.4% | Reduced |
| Atria Investments LLC | 36,931 | $1.71M | 0.02% | +3,540+10.6% | Added |
| Mercer Global Advisors Inc | 36,968 | $1.71M | 0.00% | +14,594+65.2% | Added |
| Nisa Investment Advisors, LLC | 38,034 | $1.76M | 0.01% | +7,402+24.2% | Added |
| Captrust Financial Advisors | 38,418 | $1.78M | 0.00% | −12,337−24.3% | Reduced |
| Neuberger Berman Group LLC | 38,880 | $1.80M | 0.00% | +1,407+3.8% | Added |
| Abn Amro Investment Solutions | 39,489 | $1.83M | 0.02% | +14,051+55.2% | Added |
| Howard Capital Management Inc. | 39,957 | $1.85M | 0.02% | +39,957 | New |
| Adams Natural Resources Fund, Inc. | 41,300 | $1.91M | 0.25% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 41,368 | $1.91M | 0.00% | +1,923+4.9% | Added |
| Macquarie Group Ltd | 42,604 | $1.97M | 0.01% | +2,852+7.2% | Added |
| Swedbank AB | 44,304 | $2.05M | 0.00% | 00.0% | Unchanged |
| Broyhill Asset Management | 45,109 | $2.09M | 1.86% | +1,233+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,822 | $2.17M | 0.00% | +24,994+114.5% | Added |
| Rafferty Asset Management, LLC | 46,849 | $2.17M | 0.00% | +10,309+28.2% | Added |
| Prudential Financial Inc | 47,937 | $2.22M | 0.00% | −1,060−2.2% | Reduced |
| Ci Investments Inc. | 48,770 | $2.26M | 0.01% | −37,628−43.6% | Reduced |
| Diversified Trust Co | 48,885 | $2.26M | 0.04% | +4,132+9.2% | Added |
| PEAK6 LLC | 49,189 | $2.28M | 0.06% | +49,189 | New |
| Flputnam Investment Management Co | 49,236 | $2.28M | 0.03% | +2,516+5.4% | Added |
| Assenagon Asset Management S.A. | 50,426 | $2.33M | 0.00% | +31,235+162.8% | Added |
| State of Alaska, Department of Revenue | 51,388 | $2.38M | 0.02% | −992−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 52,316 | $2.42M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 54,016 | $2.50M | 0.02% | −1,539−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,126 | $2.50M | 0.00% | +22,842+73.0% | Added |
| Yousif Capital Management, LLC | 54,450 | $2.52M | 0.03% | −1,513−2.7% | Reduced |
| Alerus Financial NA | 54,878 | $2.54M | 0.11% | +27,710+102.0% | Added |