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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 1,877,399 | $86.8M | 0.04% | +1,326,322+240.7% | Added |
| BNP Paribas Arbitrage, SA | 1,911,445 | $88.4M | 0.05% | +610,594+46.9% | Added |
| Alberta Investment Management Corp | 1,930,917 | $89.3M | 0.51% | −13,319−0.7% | Reduced |
| Jupiter Topco LLC | 1,967,204 | $91.0M | 0.04% | +1,967,204 | New |
| Citadel Advisors LLC | 2,017,654 | $93.3M | 0.05% | +1,520,962+306.2% | Added |
| Massachusetts Financial Services Co | 2,049,143 | $96.2M | 0.03% | −338,191−14.2% | Reduced |
| Mirova US LLC | 2,363,387 | $109.3M | 1.18% | +2,363,387 | New |
| Thompson Siegel & Walmsley LLC | 2,394,335 | $110.8M | 2.00% | −50,900−2.1% | Reduced |
| Ruffer LLP | 2,438,889 | $112.7M | 3.98% | −347,308−12.5% | Reduced |
| Maple Rock Capital Partners Inc. | 2,608,298 | $120.7M | 2.37% | +2,608,298 | New |
| AQR Capital Management LLC | 2,802,631 | $127.4M | 0.04% | −2,240,583−44.4% | Reduced |
| Vanguard Fiduciary Trust Co | 2,944,266 | $136.2M | 0.03% | +2,774+0.1% | Added |
| Amundi | 3,008,141 | $139.2M | 0.03% | −956,532−24.1% | Reduced |
| JPMorgan Chase & Co | 3,219,792 | $148.7M | 0.01% | −1,190,218−27.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,653,945 | $169.0M | 0.02% | +115,365+3.3% | Added |
| UBS Group AG | 3,654,960 | $169.1M | 0.03% | −348,433−8.7% | Reduced |
| Legal & General Group Plc | 4,458,285 | $205.1M | 0.04% | −26,154−0.6% | Reduced |
| Canada Pension Plan Investment Board | 4,639,784 | $214.6M | 0.12% | +882,675+23.5% | Added |
| Northern Trust Corp | 4,789,400 | $221.6M | 0.03% | +83,419+1.8% | Added |
| Dimensional Fund Advisors LP | 5,215,798 | $241.3M | 0.04% | +367,668+7.6% | Added |
| Trinity Street Asset Management LLP | 5,261,555 | $243.4M | 12.53% | +5,261,555 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,312,463 | $245.7M | 0.19% | −5,365,960−50.3% | Reduced |
| Nordea Investment Management AB | 5,423,106 | $247.2M | 0.20% | −594,527−9.9% | Reduced |
| Bank of America Corp | 5,758,154 | $266.4M | 0.02% | +297,991+5.5% | Added |
| Orbis Allan Gray Ltd | 5,881,487 | $272.1M | 0.94% | −7,893,567−57.3% | Reduced |
| Deutsche Bank AG | 6,817,187 | $315.4M | 0.09% | +287,637+4.4% | Added |
| Goldman Sachs Group Inc | 7,286,056 | $337.1M | 0.04% | +1,310,278+21.9% | Added |
| FMR LLC | 7,499,469 | $346.9M | 0.02% | −2,592,598−25.7% | Reduced |
| Morgan Stanley | 7,707,307 | $356.5M | 0.02% | +1,736,269+29.1% | Added |
| Norges Bank | 9,884,546 | $454.8M | 0.05% | +9,884,546 | New |
| Bank of New York Mellon Corp | 9,903,796 | $458.1M | 0.08% | +1,080,775+12.2% | Added |
| Ameriprise Financial Inc | 9,947,344 | $460.2M | 0.09% | +1,353,530+15.8% | Added |
| Invesco Ltd. | 11,433,276 | $528.9M | 0.04% | +787,371+7.4% | Added |
| Franklin Resources Inc | 13,455,443 | $622.4M | 0.13% | +522,825+4.0% | Added |
| Geode Capital Management, LLC | 14,544,325 | $670.3M | 0.04% | +278,822+2.0% | Added |
| Causeway Capital Management LLC | 15,039,041 | $695.7M | 7.53% | −526,987−3.4% | Reduced |
| Capital World Investors | 15,472,417 | $715.8M | 0.08% | +3,000,000+24.1% | Added |
| Vanguard Portfolio Management LLC | 24,357,234 | $1.13B | 0.05% | +41,543+0.2% | Added |
| Nuveen, LLC | 24,812,775 | $1.15B | 0.27% | +222,089+0.9% | Added |
| State Street Corp | 28,063,403 | $1.30B | 0.04% | +2,804,559+11.1% | Added |
| Vanguard Capital Management LLC | 34,245,410 | $1.58B | 0.03% | +284,663+0.8% | Added |
| Capital Research Global Investors | 42,634,328 | $1.97B | 0.28% | +3,662,577+9.4% | Added |
| BlackRock, Inc. | 45,496,899 | $2.10B | 0.03% | +692,070+1.5% | Added |
| Capital International Investors | 0 | $0 | 0.00% | −947,319−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −564,888−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −400,187−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −264,271−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −203,407−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −199,086−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −186,684−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −73,110−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −33,907−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −33,900−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −30,703−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −26,941−100.0% | Sold out |
| TIAA Wealth Investment Management LLC | 0 | $0 | 0.00% | −22,960−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,864−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −16,732−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −14,385−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −13,125−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,358−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −11,879−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −11,840−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −10,844−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −8,289−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,785−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −7,365−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −7,277−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −6,853−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −6,603−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −6,603−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,553−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −5,627−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −5,627−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −5,547−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,966−100.0% | Sold out |
| Tiaa-Cref Individual & Institutional Services, LLC | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Hilton Head Capital Partners, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |