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 | 597 | $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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 8,869 | $410.3K | 0.03% | −3,900−30.5% | Reduced |
| TCW Group Inc | 8,818 | $407.9K | 0.00% | +281+3.3% | Added |
| Rockefeller Capital Management L.P. | 8,793 | $406.8K | 0.00% | −888−9.2% | Reduced |
| SRS Capital Advisors, Inc. | 7,840 | $362.6K | 0.00% | +3,709+89.8% | Added |
| We Are One Seven, LLC | 7,813 | $361.4K | 0.01% | +7,813 | New |
| Axxcess Wealth Management, LLC | 7,763 | $359.1K | 0.01% | +7,763 | New |
| CenterBook Partners LP | 7,728 | $357.5K | 0.02% | −6,193−44.5% | Reduced |
| Prelude Capital Management, LLC | 7,650 | $353.9K | 0.03% | −6,691−46.7% | Reduced |
| Hilltop Holdings Inc. | 7,640 | $353.4K | 0.03% | +7,640 | New |
| Jane Street Group, LLC | 7,467 | $345.4K | 0.00% | −105,970−93.4% | Reduced |
| Fortress Private Ledger, LLC | 7,439 | $344.1K | 0.09% | +7,439 | New |
| Intech Investment Management LLC | 7,387 | $341.7K | 0.00% | +7,387 | New |
| Ostrum Asset Management | 7,325 | $338.9K | 0.02% | +3,332+83.4% | Added |
| Pflug Koory, LLC | 7,292 | $337.3K | 0.13% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 7,271 | $336.4K | 0.03% | +7,271 | New |
| CSS LLC | 7,230 | $334.5K | 0.01% | +7,230 | New |
| Investors Asset Management of Georgia Inc | 7,107 | $328.8K | 0.11% | −100−1.4% | Reduced |
| VisionPoint Advisory Group, LLC | 7,085 | $327.8K | 0.05% | −13,311−65.3% | Reduced |
| Southern Financial Group, LLC | 6,942 | $321.2K | 0.08% | +453+7.0% | Added |
| Aaron Wealth Advisors | 6,661 | $308.1K | 0.02% | +432+6.9% | Added |
| Blair William & Co | 6,519 | $301.6K | 0.00% | +455+7.5% | Added |
| Benjamin Edwards Inc | 6,515 | $301.4K | 0.00% | +1,342+25.9% | Added |
| Diligent Investors, LLC | 6,305 | $291.6K | 0.06% | −500−7.3% | Reduced |
| UBS Asset Management Americas Inc | 6,198 | $286.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6,151 | $285.0K | 0.01% | +2,055+50.2% | Added |
| J. Safra Sarasin Holding AG | 6,889 | $274.5K | 0.00% | −14,446−67.7% | Reduced |
| Paradigm Financial Partners, LLC | 5,903 | $273.1K | 0.02% | −231−3.8% | Reduced |
| Los Angeles Capital Management LLC | 5,894 | $272.7K | 0.00% | −334,126−98.3% | Reduced |
| Avanza Fonder AB | 5,870 | $271.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,788 | $267.8K | 0.02% | +2,939+103.2% | Added |
| StoneX Group Inc. | 6,200 | $266.4K | 0.01% | +6,200 | New |
| Regions Financial Corp | 5,685 | $263.0K | 0.00% | +5,685 | New |
| OneAscent Financial Services LLC | 5,500 | $254.4K | 0.01% | +262+5.0% | Added |
| Independent Advisor Alliance | 5,455 | $252.3K | 0.01% | +5,455 | New |
| Beacon Pointe Advisors, LLC | 5,428 | $251.1K | 0.00% | +5,428 | New |
| Evolve Private Wealth, LLC | 5,420 | $250.8K | 0.02% | +5,420 | New |
| Harbor Advisors LLC | 5,315 | $245.9K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,276 | $244.1K | 0.00% | +5,276 | New |
| CIBC World Markets Inc. | 5,072 | $234.6K | 0.00% | +5,072 | New |
| Berkeley Capital Partners, LLC | 5,057 | $233.9K | 0.05% | +5,057 | New |
| Coldstream Capital Management Inc | 5,028 | $232.6K | 0.00% | +5,028 | New |
| Pinnacle Financial Partners, Inc. | 4,865 | $225.1K | 0.00% | +4,865 | New |
| Advisory Alpha, LLC | 4,852 | $224.5K | 0.01% | +4,852 | New |
| Diversified Enterprises, LLC | 4,848 | $224.3K | 0.01% | +4,848 | New |
| Patten Group, Inc. | 4,809 | $222.5K | 0.03% | −2,232−31.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,742 | $219.4K | 0.01% | −6,531−57.9% | Reduced |
| Ronald Blue Trust, Inc. | 4,731 | $218.9K | 0.00% | −1,060−18.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,672 | $216.1K | 0.02% | −136−2.8% | Reduced |
| Davy Global Fund Management Ltd | 4,668 | $215.9K | 0.01% | +4,668 | New |
| EverSource Wealth Advisors, LLC | 4,659 | $215.5K | 0.01% | −5,218−52.8% | Reduced |
| Portside Wealth Group, LLC | 4,613 | $213.4K | 0.02% | +4,613 | New |
| Perigon Wealth Management, LLC | 4,564 | $211.1K | 0.00% | +4,564 | New |
| Integrated Investment Consultants, LLC | 4,500 | $208.2K | 0.04% | +4,500 | New |
| Ameritas Investment Partners, Inc. | 4,490 | $207.7K | 0.01% | −220−4.7% | Reduced |
| Saxon Interests, Inc. | 4,457 | $206.2K | 0.06% | +4,457 | New |
| ARGA Investment Management, LP | 4,434 | $205.1K | 0.01% | +4,434 | New |
| Csenge Advisory Group | 4,430 | $204.9K | 0.01% | +4,430 | New |
| Cary Street Partner Investment Advisory LLC | 4,419 | $204.4K | 0.04% | −87−1.9% | Reduced |
| Advisory Services Network, LLC | 4,366 | $202.0K | 0.00% | +1,094+33.4% | Added |
| Mirabella Financial Services LLP | 4,331 | $200.4K | 0.02% | −1,120−20.5% | Reduced |
| New Age Alpha Advisors, LLC | 4,035 | $186.7K | 0.01% | −629−13.5% | Reduced |
| Continuum Advisory, LLC | 3,728 | $172.5K | 0.01% | +3,728 | New |
| Bessemer Group Inc | 3,707 | $171.0K | 0.00% | +499+15.6% | Added |
| Hughes Financial Services, LLC | 3,575 | $165.4K | 0.02% | +19+0.5% | Added |
| Transamerica Financial Advisors, Inc. | 3,548 | $164.2K | 0.01% | +492+16.1% | Added |
| Aberdeen Wealth Management LLC | 3,486 | $157.3K | 0.08% | +3,486 | New |
| US Bancorp | 3,390 | $156.8K | 0.00% | −1,593−32.0% | Reduced |
| Siemens Fonds Invest GmbH | 3,181 | $147.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,122 | $144.4K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,997 | $137.0K | 0.00% | +80+2.7% | Added |
| Richardson Financial Services Inc. | 2,840 | $131.4K | 0.07% | −150−5.0% | Reduced |
| Citizens National Bank Trust Department | 2,690 | $124.4K | 0.02% | −600−18.2% | Reduced |
| Allworth Financial LP | 2,668 | $123.4K | 0.00% | −383−12.6% | Reduced |
| IFP Advisors, Inc | 2,652 | $122.7K | 0.00% | −19−0.7% | Reduced |
| Skylands Capital, LLC | 2,617 | $121.1K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,605 | $120.5K | 0.03% | 00.0% | Unchanged |
| Bank & Trust Co | 2,570 | $118.9K | 0.08% | −132−4.9% | Reduced |
| Assetmark, Inc | 2,321 | $107.4K | 0.00% | +136+6.2% | Added |
| Smartleaf Asset Management LLC | 2,323 | $107.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,215 | $103.0K | 0.06% | +310+16.3% | Added |
| Huntington National Bank | 1,864 | $86.2K | 0.00% | +493+36.0% | Added |
| Mather Group, LLC. | 1,822 | $84.3K | 0.00% | +1,386+317.9% | Added |
| Bayforest Capital Ltd | 1,673 | $77.4K | 0.07% | +516+44.6% | Added |
| TD Private Client Wealth LLC | 1,626 | $75.2K | 0.00% | −332−17.0% | Reduced |
| Axiom Investment Management LLC | 1,554 | $71.9K | 0.05% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,540 | $71.2K | 0.00% | −580−27.4% | Reduced |
| Cromwell Holdings LLC | 1,497 | $69.3K | 0.03% | +885+144.6% | Added |
| Onefund, LLC | 1,431 | $66.2K | 0.04% | −3−0.2% | Reduced |
| BFSG, LLC | 1,415 | $65.5K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,400 | $64.8K | 0.02% | +1,400 | New |
| Signaturefd, LLC | 1,316 | $60.9K | 0.00% | +258+24.4% | Added |
| Parallel Advisors, LLC | 1,279 | $59.2K | 0.00% | +346+37.1% | Added |
| NBC Securities, Inc. | 1,244 | $57.5K | 0.00% | +45+3.8% | Added |
| Quarry LP | 1,230 | $56.9K | 0.01% | +948+336.2% | Added |
| Institute for Wealth Management, LLC. | 1,050 | $48.6K | 0.00% | +1,050 | New |
| Oakworth Capital, Inc. | 1,000 | $46.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 981 | $45.4K | 0.01% | +527+116.1% | Added |
| Bruce G. Allen Investments, LLC | 956 | $44.2K | 0.03% | +873+1,051.8% | Added |
| TD Waterhouse Canada Inc. | 937 | $43.2K | 0.00% | −340−26.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 920 | $42.6K | 0.01% | 00.0% | Unchanged |