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
- 503.9M
- +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 |
|---|---|---|---|---|---|
| Alerus Financial NA | 54,878 | $2.54M | 0.11% | +27,710+102.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 57,323 | $2.65M | 0.05% | −103,522−64.4% | Reduced |
| The PNC Financial Services Group, Inc. | 58,793 | $2.72M | 0.00% | +1,681+2.9% | Added |
| Alpha Omega Wealth Management LLC | 59,544 | $2.75M | 0.42% | +17,716+42.4% | Added |
| Pacer Advisors, Inc. | 59,679 | $2.76M | 0.01% | +16,650+38.7% | Added |
| Rathbone Brothers plc | 59,827 | $2.77M | 0.01% | −10,180−14.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 63,623 | $2.81M | 0.00% | +2,560+4.2% | Added |
| Agman Capital LLC | 62,026 | $2.87M | 1.81% | 00.0% | Unchanged |
| BIP Wealth, LLC | 62,038 | $2.87M | 0.08% | +47+0.1% | Added |
| Davenport & Co LLC | 63,542 | $2.94M | 0.01% | +907+1.4% | Added |
| Allstate Corp | 63,744 | $2.95M | 0.03% | +700+1.1% | Added |
| Pictet & Cie (Europe) SA | 63,964 | $2.96M | 0.06% | −17,155−21.1% | Reduced |
| Oregon Public Employees Retirement Fund | 64,445 | $2.98M | 0.03% | +4,700+7.9% | Added |
| STRS Ohio | 64,865 | $3.00M | 0.01% | +1,504+2.4% | Added |
| Cetera Investment Advisers | 65,865 | $3.05M | 0.00% | +7,068+12.0% | Added |
| SWS Partners | 67,934 | $3.14M | 0.68% | −1,264−1.8% | Reduced |
| Balyasny Asset Management LLC | 71,184 | $3.29M | 0.01% | +61,791+657.8% | Added |
| AlTi Global, Inc. | 72,088 | $3.33M | 0.07% | +72,088 | New |
| Korea Investment CORP | 73,897 | $3.42M | 0.01% | −225,260−75.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 74,029 | $3.42M | 0.03% | +16,841+29.4% | Added |
| Advisors Preferred, LLC | 75,037 | $3.45M | 0.53% | +9,502+14.5% | Added |
| Heights Point Management, LP | 75,720 | $3.50M | 2.79% | +75,720 | New |
| Sage Capital Advisors,llc | 77,884 | $3.60M | 0.75% | −295−0.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 77,969 | $3.61M | 0.03% | −1,707−2.1% | Reduced |
| British Columbia Investment Management Corp | 78,583 | $3.64M | 0.02% | +6,623+9.2% | Added |
| Utah Retirement Systems | 79,303 | $3.67M | 0.03% | −5,849−6.9% | Reduced |
| Guggenheim Capital LLC | 81,561 | $3.77M | 0.02% | +15,653+23.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 81,700 | $3.78M | 0.02% | +2,700+3.4% | Added |
| Synergy Financial Management, LLC | 82,671 | $3.82M | 0.36% | −11,814−12.5% | Reduced |
| IMC-Chicago, LLC | 83,818 | $3.88M | 0.04% | +83,818 | New |
| NEOS Investment Management LLC | 84,668 | $3.92M | 0.01% | +9,921+13.3% | Added |
| Danske Bank A/S | 85,088 | $3.94M | 0.01% | −11,600−12.0% | Reduced |
| Public Sector Pension Investment Board | 85,186 | $3.94M | 0.01% | +1,018+1.2% | Added |
| Xponance, Inc. | 90,603 | $4.19M | 0.03% | −25,355−21.9% | Reduced |
| Amalgamated Bank | 92,547 | $4.28M | 0.03% | −2,458−2.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 92,823 | $4.29M | 0.18% | −154,832−62.5% | Reduced |
| Old North State Wealth Management, LLC | 94,495 | $4.37M | 1.87% | +8,112+9.4% | Added |
| Advisor Group Holdings, Inc. | 95,002 | $4.40M | 0.01% | +80,692+563.9% | Added |
| ProShare Advisors LLC | 98,797 | $4.57M | 0.01% | +4,181+4.4% | Added |
| Clearline Capital LP | 99,688 | $4.61M | 0.30% | 00.0% | Unchanged |
| APG Asset Management N.V. | 115,114 | $4.66M | 0.01% | −23,184−16.8% | Reduced |
| Susquehanna International Group, LLP | 101,604 | $4.70M | 0.00% | −65,504−39.2% | Reduced |
| Walleye Trading LLC | 102,592 | $4.75M | 0.07% | +102,592 | New |
| Timucuan Asset Management Inc | 105,000 | $4.86M | 0.18% | 00.0% | Unchanged |
| Jain Global LLC | 105,806 | $4.89M | 0.06% | +105,806 | New |
| Ensign Peak Advisors, Inc | 106,795 | $4.94M | 0.01% | +14,636+15.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 108,074 | $5.00M | 0.03% | +3,305+3.2% | Added |
| IFM Investors Pty Ltd | 108,116 | $5.00M | 0.03% | −10,098−8.5% | Reduced |
| SEB Asset Management AB | 109,379 | $5.06M | 0.02% | +6,121+5.9% | Added |
| Retirement Systems of Alabama | 110,179 | $5.10M | 0.02% | −756−0.7% | Reduced |
| CIBC Bancorp USA Inc. | 110,643 | $5.12M | 0.01% | −17,077−13.4% | Reduced |
| Woodline Partners LP | 114,459 | $5.29M | 0.02% | +12,146+11.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 115,840 | $5.36M | 0.03% | −5,850−4.8% | Reduced |
| Metis Global Partners, LLC | 116,237 | $5.38M | 0.12% | +27,217+30.6% | Added |
| Adage Capital Partners GP, L.L.C. | 117,389 | $5.43M | 0.01% | −23,700−16.8% | Reduced |
| National Pension Service | 117,534 | $5.44M | 0.00% | +22,427+23.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 117,945 | $5.46M | 0.01% | +13,899+13.4% | Added |
| Logan Capital Management Inc | 122,756 | $5.68M | 0.21% | +122,756 | New |
| Beverly Hills Private Wealth, LLC | 123,600 | $5.72M | 1.10% | +26,781+27.7% | Added |
| DnB Asset Management AS | 126,078 | $5.83M | 0.02% | +2,551+2.1% | Added |
| Voya Investment Management LLC | 126,867 | $5.87M | 0.01% | −7,851−5.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 133,681 | $6.18M | 0.03% | −13,200−9.0% | Reduced |
| Rokos Capital Management LLP | 134,649 | $6.23M | 0.08% | +34,649+34.6% | Added |
| Sound Income Strategies, LLC | 135,161 | $6.25M | 0.28% | +1,346+1.0% | Added |
| Mediolanum International Funds Ltd | 137,247 | $6.34M | 0.05% | +2,409+1.8% | Added |
| CIBC Asset Management Inc | 138,455 | $6.40M | 0.01% | +3,787+2.8% | Added |
| Pathstone Holdings, LLC | 138,634 | $6.42M | 0.02% | −131−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 140,975 | $6.52M | 0.06% | +416+0.3% | Added |
| Clearbridge Investments, LLC | 141,845 | $6.56M | 0.01% | +60,013+73.3% | Added |
| Gateway Investment Advisers LLC | 144,567 | $6.69M | 0.07% | −26,699−15.6% | Reduced |
| Czech National Bank | 149,283 | $6.91M | 0.04% | +7,009+4.9% | Added |
| State of Michigan Retirement System | 149,564 | $6.92M | 0.03% | +2,900+2.0% | Added |
| Arizona State Retirement System | 150,310 | $6.95M | 0.03% | +8,420+5.9% | Added |
| National Bank of Canada | 152,149 | $7.04M | 0.01% | +127,798+524.8% | Added |
| Mn Services Vermogensbeheer B.V. | 152,700 | $7.06M | 0.05% | +152,700 | New |
| KWMG, LLC | 154,330 | $7.14M | 0.52% | +5,444+3.7% | Added |
| Van Den Berg Management I, Inc | 156,841 | $7.26M | 1.53% | −4,074−2.5% | Reduced |
| Private Management Group Inc | 157,249 | $7.27M | 0.19% | −2,664−1.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 157,783 | $7.30M | 0.03% | −13,550−7.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 160,000 | $7.40M | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 161,792 | $7.48M | 0.02% | +5,346+3.4% | Added |
| Oppenheimer Asset Management Inc. | 169,780 | $7.85M | 0.08% | +1,224+0.7% | Added |
| State of New Jersey Common Pension Fund D | 173,842 | $8.04M | 0.03% | −4,713−2.6% | Reduced |
| Davidson Kempner Capital Management LP | 175,000 | $8.10M | 0.13% | +175,000 | New |
| State of Tennessee, Treasury Department | 175,266 | $8.11M | 0.02% | +48,068+37.8% | Added |
| ASR Vermogensbeheer N.V. | 177,471 | $8.21M | 0.08% | +171,171+2,717.0% | Added |
| Polar Asset Management Partners Inc. | 177,900 | $8.23M | 0.15% | +177,900 | New |
| ABN AMRO Bank N.V. | 181,633 | $8.39M | 0.11% | −1,497−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 187,446 | $8.67M | 0.02% | −1,720−0.9% | Reduced |
| Handelsbanken Fonder AB | 194,600 | $9.00M | 0.03% | +36,900+23.4% | Added |
| Storebrand Asset Management AS | 199,618 | $9.23M | 0.02% | −11,386−5.4% | Reduced |
| Letko, Brosseau & Associates Inc | 204,184 | $9.45M | 0.14% | +108,275+112.9% | Added |
| KLP Kapitalforvaltning AS | 205,071 | $9.49M | 0.03% | 00.0% | Unchanged |
| GAM Holding AG | 206,576 | $9.56M | 0.73% | +24,390+13.4% | Added |
| Tredje AP-fonden | 211,458 | $9.78M | 0.04% | +17,348+8.9% | Added |
| Albar Capital Partners LLP | 215,662 | $9.98M | 1.30% | +215,662 | New |
| Stifel Financial Corp | 216,516 | $10.0M | 0.01% | +120,966+126.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 217,066 | $10.0M | 0.02% | +7,930+3.8% | Added |
| Worldquant Millennium Advisors LLC | 218,923 | $10.1M | 0.03% | −277,948−55.9% | Reduced |
| Asset Management One Co.,Ltd. | 219,428 | $10.2M | 0.03% | +5,683+2.7% | Added |