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 | $19.3B |
| Q2 2025 | 580 | $19.5B |
| Q1 2025 | 596 | $19.7B |
| Q4 2024 | 604 | $23.4B |
| Q3 2024 | 507 | $20.2B |
| 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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 102,592 | $4.75M | 0.07% | +102,592 | New |
| Susquehanna International Group, LLP | 101,604 | $4.70M | 0.00% | −65,504−39.2% | Reduced |
| APG Asset Management N.V. | 115,114 | $4.66M | 0.01% | −23,184−16.8% | Reduced |
| Clearline Capital LP | 99,688 | $4.61M | 0.30% | 00.0% | Unchanged |
| ProShare Advisors LLC | 98,797 | $4.57M | 0.01% | +4,181+4.4% | Added |
| Advisor Group Holdings, Inc. | 95,002 | $4.40M | 0.01% | +80,692+563.9% | Added |
| Old North State Wealth Management, LLC | 94,495 | $4.37M | 1.87% | +8,112+9.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 92,823 | $4.29M | 0.18% | −154,832−62.5% | Reduced |
| Amalgamated Bank | 92,547 | $4.28M | 0.03% | −2,458−2.6% | Reduced |
| Xponance, Inc. | 90,603 | $4.19M | 0.03% | −25,355−21.9% | Reduced |
| Public Sector Pension Investment Board | 85,186 | $3.94M | 0.01% | +1,018+1.2% | Added |
| Danske Bank A/S | 85,088 | $3.94M | 0.01% | −11,600−12.0% | Reduced |
| NEOS Investment Management LLC | 84,668 | $3.92M | 0.01% | +9,921+13.3% | Added |
| IMC-Chicago, LLC | 83,818 | $3.88M | 0.04% | +83,818 | New |
| Synergy Financial Management, LLC | 82,671 | $3.82M | 0.36% | −11,814−12.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 81,700 | $3.78M | 0.02% | +2,700+3.4% | Added |
| Guggenheim Capital LLC | 81,561 | $3.77M | 0.02% | +15,653+23.7% | Added |
| Utah Retirement Systems | 79,303 | $3.67M | 0.03% | −5,849−6.9% | Reduced |
| British Columbia Investment Management Corp | 78,583 | $3.64M | 0.02% | +6,623+9.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 77,969 | $3.61M | 0.03% | −1,707−2.1% | Reduced |
| Sage Capital Advisors,llc | 77,884 | $3.60M | 0.75% | −295−0.4% | Reduced |
| Heights Point Management, LP | 75,720 | $3.50M | 2.79% | +75,720 | New |
| Advisors Preferred, LLC | 75,037 | $3.45M | 0.53% | +9,502+14.5% | Added |
| Vestmark Advisory Solutions, Inc. | 74,029 | $3.42M | 0.03% | +16,841+29.4% | Added |
| Korea Investment CORP | 73,897 | $3.42M | 0.01% | −225,260−75.3% | Reduced |
| AlTi Global, Inc. | 72,088 | $3.33M | 0.07% | +72,088 | New |
| Balyasny Asset Management LLC | 71,184 | $3.29M | 0.01% | +61,791+657.8% | Added |
| SWS Partners | 67,934 | $3.14M | 0.68% | −1,264−1.8% | Reduced |
| Cetera Investment Advisers | 65,865 | $3.05M | 0.00% | +7,068+12.0% | Added |
| STRS Ohio | 64,865 | $3.00M | 0.01% | +1,504+2.4% | Added |
| Oregon Public Employees Retirement Fund | 64,445 | $2.98M | 0.03% | +4,700+7.9% | Added |
| Pictet & Cie (Europe) SA | 63,964 | $2.96M | 0.06% | −17,155−21.1% | Reduced |
| Allstate Corp | 63,744 | $2.95M | 0.03% | +700+1.1% | Added |
| Davenport & Co LLC | 63,542 | $2.94M | 0.01% | +907+1.4% | Added |
| BIP Wealth, LLC | 62,038 | $2.87M | 0.08% | +47+0.1% | Added |
| Agman Capital LLC | 62,026 | $2.87M | 1.92% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 63,623 | $2.81M | 0.00% | +2,560+4.2% | Added |
| Rathbone Brothers plc | 59,827 | $2.77M | 0.01% | −10,180−14.5% | Reduced |
| Pacer Advisors, Inc. | 59,679 | $2.76M | 0.01% | +16,650+38.7% | Added |
| Alpha Omega Wealth Management LLC | 59,544 | $2.75M | 0.42% | +17,716+42.4% | Added |
| The PNC Financial Services Group, Inc. | 58,793 | $2.72M | 0.00% | +1,681+2.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 57,323 | $2.65M | 0.05% | −103,522−64.4% | Reduced |
| Alerus Financial NA | 54,878 | $2.54M | 0.11% | +27,710+102.0% | Added |
| Yousif Capital Management, LLC | 54,450 | $2.52M | 0.03% | −1,513−2.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,126 | $2.50M | 0.00% | +22,842+73.0% | Added |
| Mutual of America Capital Management LLC | 54,016 | $2.50M | 0.02% | −1,539−2.8% | Reduced |
| Public Employees Retirement Association of Colorado | 52,316 | $2.42M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 51,388 | $2.38M | 0.02% | −992−1.9% | Reduced |
| Flputnam Investment Management Co | 49,236 | $2.28M | 0.03% | +2,516+5.4% | Added |
| PEAK6 LLC | 49,189 | $2.28M | 0.06% | +49,189 | New |
| Diversified Trust Co | 48,885 | $2.26M | 0.04% | +4,132+9.2% | Added |
| Ci Investments Inc. | 48,770 | $2.26M | 0.01% | −37,628−43.6% | Reduced |
| Prudential Financial Inc | 47,937 | $2.22M | 0.00% | −1,060−2.2% | Reduced |
| Rafferty Asset Management, LLC | 46,849 | $2.17M | 0.00% | +10,309+28.2% | Added |
| Broyhill Asset Management | 45,109 | $2.09M | 1.86% | +1,233+2.8% | Added |
| Swedbank AB | 44,304 | $2.05M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 42,604 | $1.97M | 0.01% | +2,852+7.2% | Added |
| Commonwealth Equity Services, LLC | 41,368 | $1.91M | 0.00% | +1,923+4.9% | Added |
| Adams Natural Resources Fund, Inc. | 41,300 | $1.91M | 0.25% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 41,060 | $1.90M | 0.03% | +9,479+30.0% | Added |
| Howard Capital Management Inc. | 39,957 | $1.85M | 0.02% | +39,957 | New |
| Abn Amro Investment Solutions | 39,489 | $1.83M | 0.02% | +14,051+55.2% | Added |
| Neuberger Berman Group LLC | 38,880 | $1.80M | 0.00% | +1,407+3.8% | Added |
| Captrust Financial Advisors | 38,418 | $1.78M | 0.00% | −12,337−24.3% | Reduced |
| Nisa Investment Advisors, LLC | 38,034 | $1.76M | 0.01% | +7,402+24.2% | Added |
| Mercer Global Advisors Inc | 36,968 | $1.71M | 0.00% | +14,594+65.2% | Added |
| Atria Investments LLC | 36,931 | $1.71M | 0.02% | +3,540+10.6% | Added |
| Banque Cantonale Vaudoise | 36,915 | $1.71M | 0.07% | −5,239−12.4% | Reduced |
| Saudi Central Bank | 36,698 | $1.70M | 0.02% | +17,424+90.4% | Added |
| Fruth Investment Management | 36,537 | $1.69M | 0.40% | −500−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,468 | $1.69M | 0.01% | +31,587+647.1% | Added |
| Mainstay Capital Management LLC | 35,806 | $1.66M | 0.12% | +1,047+3.0% | Added |
| Callan Family Office, LLC | 35,588 | $1.65M | 0.03% | +5,063+16.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 34,400 | $1.59M | 0.00% | +5,204+17.8% | Added |
| Investment Management Corp of Ontario | 33,440 | $1.55M | 0.02% | −11,208−25.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 32,911 | $1.52M | 0.05% | −18,249−35.7% | Reduced |
| Kentucky Retirement Systems | 32,889 | $1.52M | 0.04% | +32,889 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 32,789 | $1.52M | 0.00% | −35−0.1% | Reduced |
| J. Goldman & Co LP | 32,645 | $1.51M | 0.05% | +15,145+86.5% | Added |
| Teachers Retirement System of the State of Kentucky | 32,382 | $1.50M | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 32,354 | $1.50M | 0.02% | −9,694−23.1% | Reduced |
| XTX Topco Ltd | 32,003 | $1.48M | 0.02% | +5,821+22.2% | Added |
| Horizon Investments, LLC | 31,970 | $1.48M | 0.02% | −206,951−86.6% | Reduced |
| Investors Research Corp | 31,620 | $1.46M | 0.26% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 31,605 | $1.46M | 0.01% | −4,854−13.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 31,416 | $1.45M | 0.32% | +5,905+23.1% | Added |
| McKinney Capital Management, LLC | 31,337 | $1.45M | 0.57% | +31,337 | New |
| Mount Yale Investment Advisors, LLC | 30,586 | $1.41M | 0.03% | +30,586 | New |
| Profund Advisors LLC | 30,577 | $1.41M | 0.04% | +15,591+104.0% | Added |
| Toroso Investments, LLC | 30,514 | $1.41M | 0.00% | −6,204−16.9% | Reduced |
| Norinchukin Bank, The | 30,110 | $1.39M | 0.01% | +151+0.5% | Added |
| Paragon Capital Management Inc | 30,084 | $1.39M | 1.04% | −620−2.0% | Reduced |
| Creative Planning | 30,071 | $1.39M | 0.00% | +11,745+64.1% | Added |
| Levin Capital Strategies, L.P. | 30,000 | $1.39M | 0.09% | +30,000 | New |
| Federation des caisses Desjardins du Quebec | 29,231 | $1.35M | 0.00% | +8,214+39.1% | Added |
| Northwestern Mutual Wealth Management Co | 29,168 | $1.35M | 0.00% | +8,431+40.7% | Added |
| Sterling Capital Management LLC | 29,012 | $1.34M | 0.02% | −1,789−5.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 29,044 | $1.34M | 0.00% | +7,412+34.3% | Added |
| JustInvest LLC | 28,852 | $1.33M | 0.01% | +2,147+8.0% | Added |
| Cerity Partners LLC | 28,821 | $1.33M | 0.00% | −22,976−44.4% | Reduced |