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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 27,552 | $1.27M | 0.02% | +2,231+8.8% | Added |
| Louisiana State Employees Retirement System | 26,800 | $1.24M | 0.02% | +200+0.8% | Added |
| Empowered Funds, LLC | 26,484 | $1.23M | 0.01% | +4,121+18.4% | Added |
| Ascent Group, LLC | 26,144 | $1.21M | 0.04% | +4,649+21.6% | Added |
| Turim 21 Investimentos Ltda. | 14,705 | $1.21M | 0.20% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 26,095 | $1.21M | 0.07% | 00.0% | Unchanged |
| MYDA Advisors LLC | 26,000 | $1.20M | 0.29% | +26,000 | New |
| New Mexico Educational Retirement Board | 25,985 | $1.20M | 0.03% | +2,000+8.3% | Added |
| Access Investment Management LLC | 25,675 | $1.19M | 0.30% | −120,000−82.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 25,600 | $1.18M | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 25,469 | $1.18M | 0.00% | +11,827+86.7% | Added |
| Tokio Marine Asset Management Co Ltd | 25,259 | $1.17M | 0.04% | +979+4.0% | Added |
| Assenagon Asset Management S.A. | 25,213 | $1.17M | 0.00% | +6,022+31.4% | Added |
| Colony Group, LLC | 25,166 | $1.16M | 0.00% | −59,694−70.3% | Reduced |
| Squarepoint Ops LLC | 25,145 | $1.16M | 0.00% | +11,258+81.1% | Added |
| Manning & Napier Advisors LLC | 25,098 | $1.16M | 0.01% | −43,203−63.3% | Reduced |
| Edentree Asset Management Ltd | 25,000 | $1.16M | 0.35% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 24,424 | $1.13M | 0.04% | −438−1.8% | Reduced |
| Catalytic Wealth RIA, LLC | 24,018 | $1.11M | 0.06% | +2,180+10.0% | Added |
| GeoWealth Management, LLC | 23,937 | $1.11M | 0.03% | +2,116+9.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,411 | $1.08M | 0.00% | +1,583+7.3% | Added |
| Summit Trail Advisors, LLC | 23,228 | $1.07M | 0.01% | +3,352+16.9% | Added |
| HighTower Advisors, LLC | 23,196 | $1.07M | 0.00% | −8,166−26.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 23,187 | $1.07M | 0.09% | −4,221−15.4% | Reduced |
| Redmond Asset Management, LLC | 23,136 | $1.07M | 0.27% | −176−0.8% | Reduced |
| Abacus Planning Group, Inc. | 23,118 | $1.07M | 0.13% | +52+0.2% | Added |
| Lazard Asset Management LLC | 22,455 | $1.04M | 0.00% | +22,455 | New |
| AustralianSuper Pty Ltd | 21,998 | $1.02M | 0.00% | −19,464−46.9% | Reduced |
| Ossiam | 21,580 | $998.3K | 0.01% | +11,025+104.5% | Added |
| Capital International Sarl | 21,032 | $972.9K | 0.01% | −532−2.5% | Reduced |
| NewEdge Wealth, LLC | 20,941 | $968.7K | 0.01% | +188+0.9% | Added |
| MUFG Securities EMEA plc | 20,457 | $946.3K | 0.01% | −972−4.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 20,443 | $945.7K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 19,972 | $923.9K | 0.01% | +19,972 | New |
| Moody National Bank Trust Division | 19,785 | $915.3K | 0.08% | +1,640+9.0% | Added |
| Omers Administration Corp | 19,710 | $911.8K | 0.01% | +3,128+18.9% | Added |
| Trium Capital LLP | 19,546 | $904.2K | 0.57% | +3,356+20.7% | Added |
| CI Private Wealth, LLC | 19,486 | $901.3K | 0.00% | −43,277−69.0% | Reduced |
| Wolverine Asset Management LLC | 19,000 | $878.9K | 0.01% | −81,000−81.0% | Reduced |
| Miracle Mile Advisors, LLC | 18,685 | $864.4K | 0.01% | +331+1.8% | Added |
| Fideuram Asset Management (Ireland) dac | 19,162 | $858.6K | 0.02% | −9,923−34.1% | Reduced |
| Raiffeisen Bank International AG | 18,272 | $843.6K | 0.01% | +17,667+2,920.2% | Added |
| Centennial Wealth Advisory LLC | 18,222 | $843.0K | 0.18% | +18,222 | New |
| Paradigm Capital Management Inc | 18,180 | $841.0K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 18,082 | $836.5K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,952 | $830.5K | 0.01% | +408+2.3% | Added |
| Perpetual Ltd | 17,942 | $830.0K | 0.01% | +246+1.4% | Added |
| Janney Montgomery Scott LLC | 17,845 | $826.0K | 0.00% | +1,931+12.1% | Added |
| MML Investors Services, LLC | 17,743 | $820.8K | 0.00% | +5,444+44.3% | Added |
| QRG Capital Management, Inc. | 17,541 | $811.4K | 0.01% | +1,015+6.1% | Added |
| Everence Capital Management Inc | 17,301 | $800.0K | 0.04% | +5,133+42.2% | Added |
| Merit Financial Group, LLC | 17,272 | $799.0K | 0.00% | +775+4.7% | Added |
| Mariner, LLC | 17,213 | $796.3K | 0.00% | +10,038+139.9% | Added |
| Truist Financial Corp | 16,984 | $785.7K | 0.00% | −910−5.1% | Reduced |
| Farther Finance Advisors, LLC | 16,921 | $782.8K | 0.01% | +497+3.0% | Added |
| Frec Markets, Inc. | 16,250 | $751.7K | 0.07% | +16,250 | New |
| Burney Co | 16,199 | $749.4K | 0.02% | −198−1.2% | Reduced |
| Icon Wealth Advisors, LLC | 16,126 | $746.0K | 0.04% | +74+0.5% | Added |
| MUFG Securities Americas Inc. | 15,797 | $730.8K | 0.04% | +1,342+9.3% | Added |
| Cresset Asset Management, LLC | 15,542 | $719.0K | 0.00% | −8,353−35.0% | Reduced |
| North Dakota State Investment Board | 15,491 | $716.6K | 0.03% | +433+2.9% | Added |
| Park Avenue Securities LLC | 15,300 | $708.0K | 0.00% | −557−3.5% | Reduced |
| Prosperity Consulting Group, LLC | 15,234 | $704.7K | 0.03% | +2,151+16.4% | Added |
| Brown Brothers Harriman & Co | 14,550 | $673.1K | 0.00% | +5,285+57.0% | Added |
| V-Square Quantitative Management LLC | 13,843 | $640.4K | 0.06% | −87−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,648 | $631.4K | 0.04% | −62−0.5% | Reduced |
| Securian Asset Management, Inc | 13,918 | $616.6K | 0.02% | −181−1.3% | Reduced |
| Wahed Invest LLC | 13,206 | $610.9K | 0.06% | −369−2.7% | Reduced |
| Evergreen Capital Management LLC | 13,054 | $603.9K | 0.01% | +4,710+56.4% | Added |
| AMG National Trust Bank | 13,011 | $601.9K | 0.01% | +217+1.7% | Added |
| Sequoia Financial Advisors, LLC | 12,919 | $597.6K | 0.00% | −918−6.6% | Reduced |
| HB Wealth Management, LLC | 12,775 | $591.0K | 0.00% | +3,358+35.7% | Added |
| Snowden Capital Advisors LLC | 12,543 | $580.2K | 0.01% | +1,564+14.2% | Added |
| Wealth Alliance | 12,496 | $578.1K | 0.05% | +511+4.3% | Added |
| Osmosis Investment Management UK Ltd | 12,339 | $570.8K | 0.03% | −15,628−55.9% | Reduced |
| Axxion S.A. | 12,280 | $568.1K | 0.04% | +12,280 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,278 | $565.5K | 0.00% | +858+7.5% | Added |
| Wealthfront Advisers LLC | 12,101 | $559.8K | 0.00% | −1,305−9.7% | Reduced |
| Turas Capital Management LP | 12,100 | $559.7K | 0.26% | +12,100 | New |
| Permanent Capital Management, LP | 12,061 | $557.9K | 0.07% | +12,061 | New |
| GAMMA Investing LLC | 11,963 | $553.4K | 0.02% | +656+5.8% | Added |
| Jump Financial, LLC | 11,909 | $550.9K | 0.00% | +11,909 | New |
| Axq Capital, LP | 11,711 | $541.8K | 0.06% | −2,416−17.1% | Reduced |
| Peloton Wealth Strategists | 11,700 | $541.0K | 0.20% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,391 | $526.9K | 0.00% | −18,053−61.3% | Reduced |
| Exchange Traded Concepts, LLC | 11,120 | $514.4K | 0.00% | +1,955+21.3% | Added |
| Flagship Harbor Advisors, LLC | 10,425 | $482.3K | 0.02% | +1,300+14.2% | Added |
| Dynamic Technology Lab Private Ltd | 10,371 | $480.0K | 0.11% | −13,333−56.2% | Reduced |
| Sciencast Management LP | 10,319 | $477.4K | 0.10% | +10,319 | New |
| Vestcor Inc | 10,257 | $474.0K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9,987 | $462.0K | 0.04% | +9,987 | New |
| 626 Financial, LLC | 9,638 | $445.9K | 0.17% | −1,222−11.3% | Reduced |
| M&T Bank Corp | 9,590 | $443.4K | 0.00% | −382−3.8% | Reduced |
| Atomi Financial Group, Inc. | 9,564 | $442.4K | 0.01% | −70−0.7% | Reduced |
| Global Retirement Partners, LLC | 9,355 | $432.8K | 0.01% | +9,355 | New |
| EFG International AG | 9,416 | $431.9K | 0.01% | −8,897−48.6% | Reduced |
| International Private Wealth Advisors LLC | 9,314 | $430.9K | 0.22% | +9,314 | New |
| AlphaStar Capital Management, LLC | 9,142 | $422.9K | 0.03% | +12+0.1% | Added |
| Avise Financial Cooperative, Inc. | 9,020 | $417.3K | 0.30% | +3,513+63.8% | Added |
| Fifth Third Bancorp | 8,961 | $414.5K | 0.00% | +1,602+21.8% | Added |