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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 219,734 | $10.2M | 0.01% | +400+0.2% | Added |
| LPL Financial LLC | 221,201 | $10.2M | 0.00% | +37,441+20.4% | Added |
| Treasurer of the State of North Carolina | 222,490 | $10.3M | 0.03% | −550−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 227,829 | $10.5M | 0.03% | +1,223+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 243,730 | $11.3M | 0.02% | +12,023+5.2% | Added |
| MetLife Investment Management | 243,822 | $11.3M | 0.05% | +1,191+0.5% | Added |
| Jones Financial Companies LLLP | 252,112 | $11.8M | 0.00% | +35,992+16.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 258,645 | $12.0M | 0.03% | −4,271−1.6% | Reduced |
| Swiss Life Asset Management Ltd | – | $12.0M | 0.05% | – | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 266,845 | $12.1M | 0.01% | +131,325+96.9% | Added |
| Vanguard Investments Australia, Ltd. | 266,287 | $12.3M | 0.03% | +6,508+2.5% | Added |
| M&G Plc | 270,113 | $12.4M | 0.06% | +38,042+16.4% | Added |
| Foresight Group Ltd Liability Partnership | 270,883 | $12.4M | 2.24% | +270,883 | New |
| Banque Pictet & Cie SA | 268,895 | $12.4M | 0.13% | −54,030−16.7% | Reduced |
| Braun Stacey Associates Inc | 278,030 | $12.9M | 0.36% | +278,030 | New |
| State of Wisconsin Investment Board | 279,754 | $12.9M | 0.03% | +1190.0% | Added |
| Mackenzie Financial Corp | 930,572 | $13.0M | 0.01% | +260,473+38.9% | Added |
| Raymond James Financial Inc | 287,785 | $13.3M | 0.00% | +8,383+3.0% | Added |
| SG Americas Securities, LLC | 288,442 | $13.3M | 0.01% | −266,822−48.1% | Reduced |
| Credit Agricole S A | 295,644 | $13.7M | 0.03% | +107,066+56.8% | Added |
| Sycomore Asset Management | 488,737 | $14.0M | 1.50% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 312,251 | $14.4M | 1.50% | −2,952−0.9% | Reduced |
| TD Asset Management Inc | 315,194 | $14.6M | 0.01% | +8,994+2.9% | Added |
| Bank of Nova Scotia | 320,200 | $14.8M | 0.02% | +320,200 | New |
| Marathon Asset Mgmt Ltd | 322,275 | $14.9M | 0.61% | +19,335+6.4% | Added |
| New York State Teachers Retirement System | 335,349 | $15.5M | 0.03% | −19,447−5.5% | Reduced |
| South Dakota Investment Council | 336,694 | $15.6M | 0.27% | +15,217+4.7% | Added |
| ExodusPoint Capital Management, LP | 336,857 | $15.6M | 0.14% | −339,433−50.2% | Reduced |
| Lansdowne Partners (UK) LLP | 347,795 | $16.1M | 0.66% | −1,522,424−81.4% | Reduced |
| Vident Advisory, LLC | 363,453 | $16.8M | 0.13% | +34,261+10.4% | Added |
| Natixis Advisors, L.P. | 388,418 | $18.0M | 0.02% | +49,041+14.5% | Added |
| Artemis Investment Management LLP | 392,259 | $18.1M | 0.16% | +100,811+34.6% | Added |
| Standard Life Aberdeen plc | 404,826 | $18.7M | 0.03% | +64,830+19.1% | Added |
| Quantinno Capital Management LP | 411,196 | $19.0M | 0.02% | +52,865+14.8% | Added |
| Royal London Asset Management Ltd | 419,289 | $19.4M | 0.04% | −1800.0% | Reduced |
| State Board of Administration of Florida Retirement System | 420,660 | $19.5M | 0.03% | −11,237−2.6% | Reduced |
| Victory Capital Management Inc | 423,653 | $19.6M | 0.01% | +80,004+23.3% | Added |
| Arnhold LLC | 457,931 | $21.2M | 1.48% | −4,437−1.0% | Reduced |
| Cambiar Investors LLC | 463,154 | $21.4M | 0.93% | +54,871+13.4% | Added |
| Bridgewater Associates, LP | 471,953 | $21.8M | 0.09% | +471,953 | New |
| Premier Fund Managers Ltd | 476,031 | $22.0M | 1.99% | +476,031 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 479,695 | $22.2M | 0.03% | −104,330−17.9% | Reduced |
| Redwood Grove Capital, LLC | 500,636 | $23.2M | 5.87% | +51,000+11.3% | Added |
| Panagora Asset Management Inc | 507,706 | $23.5M | 0.07% | +507,706 | New |
| Verbena Value LP | 515,100 | $23.8M | 3.94% | −561,400−52.2% | Reduced |
| Bank of Montreal | 523,612 | $24.2M | 0.01% | −206,469−28.3% | Reduced |
| Evelyn Partners Group Ltd | 546,588 | $25.3M | 0.05% | +546,588 | New |
| Wells Fargo & Company | 547,539 | $25.3M | 0.00% | +168,945+44.6% | Added |
| Salem Investment Counselors Inc | 562,063 | $26.0M | 0.64% | −8,500−1.5% | Reduced |
| AE Wealth Management LLC | 573,686 | $26.5M | 0.12% | +567,544+9,240.4% | Added |
| Gotham Asset Management, LLC | 583,204 | $27.0M | 0.06% | −116,710−16.7% | Reduced |
| Triodos Investment Management BV | 586,314 | $27.1M | 1.65% | +586,314 | New |
| California Public Employees Retirement System | 603,796 | $27.9M | 0.02% | −243,605−28.7% | Reduced |
| Compagnie Lombard Odier SCmA | 606,042 | $28.0M | 0.30% | −14,915−2.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 608,900 | $28.2M | 0.49% | +608,900 | New |
| California State Teachers Retirement System | 609,071 | $28.2M | 0.03% | +5,695+0.9% | Added |
| FIL Ltd | 637,433 | $29.5M | 0.02% | −519,983−44.9% | Reduced |
| Exane Asset Management | 558,692 | $29.5M | 10.68% | −277,946−33.2% | Reduced |
| Alps Advisors Inc | 651,233 | $30.1M | 0.14% | −11,511−1.7% | Reduced |
| Wellington Management Group LLP | 662,595 | $30.7M | 0.01% | +183,125+38.2% | Added |
| Eurizon Capital SGR S.p.A. | 664,247 | $30.7M | 0.08% | +177,831+36.6% | Added |
| Scopus Asset Management, L.P. | 665,000 | $30.8M | 0.72% | +225,000+51.1% | Added |
| Brown Advisory Inc | 673,494 | $31.2M | 0.05% | +54,126+8.7% | Added |
| Principal Financial Group Inc | 702,966 | $32.5M | 0.02% | −1,704−0.2% | Reduced |
| Envestnet Asset Management Inc | 715,783 | $33.1M | 0.01% | +80,193+12.6% | Added |
| Savant Capital, LLC | 785,695 | $33.4M | 0.10% | +317,712+67.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 731,028 | $33.6M | 0.04% | +584,205+397.9% | Added |
| Lakewood Capital Management, LP | 727,897 | $33.7M | 1.75% | +52,000+7.7% | Added |
| Patten & Patten Inc | 772,292 | $35.7M | 1.89% | −1,870−0.2% | Reduced |
| Engineers Gate Manager LP | 786,518 | $36.4M | 0.47% | +761,035+2,986.4% | Added |
| Federated Hermes, Inc. | 811,008 | $37.5M | 0.05% | +778,980+2,432.2% | Added |
| Oslo Pensjonsforsikring AS | 839,077 | $38.8M | 4.46% | +1,260+0.2% | Added |
| Holowesko Partners Ltd. | 844,000 | $39.0M | 9.88% | +384,800+83.8% | Added |
| KBC Group NV | 857,196 | $39.7M | 0.09% | −17,834−2.0% | Reduced |
| Rhumbline Advisers | 936,821 | $43.3M | 0.03% | +5,999+0.6% | Added |
| Barclays PLC | 1,011,974 | $46.8M | 0.01% | −599,349−37.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,072,033 | $49.6M | 0.04% | −146,438−12.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,139,192 | $52.7M | 0.03% | −40,645−3.4% | Reduced |
| Vanguard Global Advisers, LLC | 1,151,823 | $53.3M | 0.02% | −10,542−0.9% | Reduced |
| Vanguard Asset Management, Ltd | 1,168,293 | $54.0M | 0.04% | +136,154+13.2% | Added |
| Van Eck Associates Corp | 1,171,097 | $54.2M | 0.03% | +396,918+51.3% | Added |
| Aviva PLC | 1,216,863 | $55.0M | 0.08% | +4,208+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,282,728 | $59.3M | 0.03% | +109,721+9.4% | Added |
| Man Group plc | 1,295,906 | $59.9M | 0.11% | +571,065+78.8% | Added |
| Price T Rowe Associates Inc | 1,298,861 | $60.1M | 0.01% | +175,589+15.6% | Added |
| Millennium Management LLC | 1,307,410 | $60.5M | 0.04% | +1,307,410 | New |
| Vontobel Holding Ltd. | 1,340,615 | $62.0M | 0.21% | +117,812+9.6% | Added |
| Cullen Capital Management LLC | 1,359,382 | $62.9M | 0.62% | +113,472+9.1% | Added |
| Pictet Asset Management Holding SA | 1,386,738 | $64.2M | 0.06% | −32,347−2.3% | Reduced |
| Russell Investments Group, Ltd. | 1,414,797 | $65.4M | 0.06% | +492,879+53.5% | Added |
| Swiss National Bank | 1,478,797 | $68.4M | 0.04% | −53,600−3.5% | Reduced |
| HSBC Holdings PLC | 1,486,681 | $68.6M | 0.03% | +376,004+33.9% | Added |
| SEI Investments Co | 1,485,176 | $68.7M | 0.06% | −12,791−0.9% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,512,798 | $70.0M | 0.92% | −1,007,438−40.0% | Reduced |
| Alliancebernstein L.P. | 1,759,841 | $70.1M | 0.02% | −107,990−5.8% | Reduced |
| Polaris Capital Management, LLC | 1,635,802 | $75.7M | 7.13% | +269,252+19.7% | Added |
| Citigroup Inc | 1,725,932 | $79.8M | 0.04% | −228,651−11.7% | Reduced |
| First Trust Advisors LP | 1,801,677 | $83.3M | 0.05% | +50,592+2.9% | Added |
| Royal Bank of Canada | 1,803,602 | $83.4M | 0.01% | −16,892−0.9% | Reduced |
| Sound Shore Management Inc | 1,835,817 | $84.9M | 2.61% | +326,681+21.6% | Added |