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 |
|---|---|---|---|---|---|
| McMillan Office, Inc. | 911 | $42.1K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 800 | $37.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 783 | $36.2K | 0.00% | +398+103.4% | Added |
| TSFG, LLC | 761 | $35.0K | 0.00% | +89+13.2% | Added |
| Manchester Capital Management LLC | 748 | $34.6K | 0.00% | +93+14.2% | Added |
| GWM Advisors LLC | 743 | $34.4K | 0.00% | −36−4.6% | Reduced |
| Sarver Vrooman Wealth Advisors | 712 | $32.5K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 699 | $32.3K | 0.00% | −196−21.9% | Reduced |
| Twin Lakes Capital Management, LLC | 699 | $32.3K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 675 | $31.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 641 | $29.7K | 0.00% | −52−7.5% | Reduced |
| Stance Capital LLC | 591 | $27.3K | 0.01% | −14,454−96.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 552 | $25.5K | 0.01% | +513+1,315.4% | Added |
| Kimelman & Baird, LLC | 550 | $25.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 498 | $23.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 474 | $21.9K | 0.00% | +77+19.4% | Added |
| Armstrong Advisory Group, Inc | 471 | $21.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 446 | $20.6K | 0.00% | +118+36.0% | Added |
| Creative Financial Designs Inc | 381 | $17.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 376 | $17.4K | 0.00% | −20−5.1% | Reduced |
| Highland Investment Advisors LLC | 347 | $16.1K | 0.01% | +347 | New |
| Essential Partners LLC | 340 | $15.7K | 0.01% | −12−3.4% | Reduced |
| Farmers & Merchants Investments Inc | 313 | $14.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 311 | $14.4K | 0.00% | −20−6.0% | Reduced |
| CVA Family Office, LLC | 303 | $14.0K | 0.00% | −87−22.3% | Reduced |
| Private Trust Co NA | 303 | $14.0K | 0.00% | +195+180.6% | Added |
| Monetary Management Group Inc | 300 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 297 | $13.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 283 | $13.1K | 0.00% | −40−12.4% | Reduced |
| Walleye Capital LLC | 282 | $13.0K | 0.00% | +280+14,000.0% | Added |
| Heritage Wealth Advisors | 263 | $12.2K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 254 | $11.8K | 0.00% | +24+10.4% | Added |
| Smallwood Wealth Investment Management, LLC | 248 | $11.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 242 | $11.2K | 0.00% | +242 | New |
| Atlas Capital Advisors LLC | 226 | $10.5K | 0.00% | +226 | New |
| Financial Perspectives, Inc | 224 | $10.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 215 | $9.95K | 0.00% | +82+61.7% | Added |
| Financial Network Wealth Advisors LLC | 202 | $9.35K | 0.01% | +202 | New |
| Synergy Investment Management, LLC | 193 | $9.31K | 0.00% | +193 | New |
| West Paces Advisors Inc. | 200 | $9.25K | 0.00% | +200 | New |
| Zions Bancorporation, National Association | 197 | $9.11K | 0.00% | +2+1.0% | Added |
| GW&K Investment Management, LLC | 196 | $9.00K | 0.00% | +9+4.8% | Added |
| Atlantic Union Bankshares Corp | 190 | $8.79K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 188 | $8.70K | 0.00% | −25−11.7% | Reduced |
| American Capital Advisory, LLC | 183 | $8.47K | 0.00% | +156+577.8% | Added |
| SBI Securities Co., Ltd. | 181 | $8.37K | 0.00% | +32+21.5% | Added |
| Bartlett & Co. Wealth Management LLC | 180 | $8.33K | 0.00% | +86+91.5% | Added |
| Westfuller Advisors, LLC | 176 | $8.13K | 0.00% | +2+1.1% | Added |
| Prosperity Bancshares Inc | 171 | $7.91K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 170 | $7.86K | 0.00% | +170 | New |
| Cullen/Frost Bankers, Inc. | 168 | $7.75K | 0.00% | +82+95.3% | Added |
| Eastern Bank | 156 | $7.22K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 152 | $7.03K | 0.00% | −20−11.6% | Reduced |
| CoreCap Advisors, LLC | 151 | $6.99K | 0.00% | +144+2,057.1% | Added |
| Delta Asset Management LLC | 150 | $6.94K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 150 | $6.94K | 0.00% | +80+114.3% | Added |
| Action Point Financial Planning, LLC | 141 | $6.52K | 0.00% | +141 | New |
| Kemnay Advisory Services Inc. | 140 | $6.48K | 0.00% | −70−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 137 | $6.34K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 135 | $6.25K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 122 | $5.64K | 0.00% | +36+41.9% | Added |
| Quent Capital, LLC | 122 | $5.64K | 0.00% | +60+96.8% | Added |
| Medallion Wealth Advisors, LLC | 121 | $5.60K | 0.00% | −399−76.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 121 | $5.60K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 117 | $5.41K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 117 | $5.39K | 0.00% | −348−74.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 113 | $5.23K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 113 | $5.23K | 0.00% | −113−50.0% | Reduced |
| Colonial Trust Co | 111 | $5.13K | 0.00% | +12+12.1% | Added |
| St. Johns Investment Management Company, LLC | 110 | $5.09K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 108 | $5.00K | 0.00% | +36+50.0% | Added |
| Nemes Rush Group LLC | 95 | $4.39K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 90 | $4.16K | 0.00% | +5+5.9% | Added |
| ZRC Wealth Management, LLC | 89 | $4.12K | 0.00% | +45+102.3% | Added |
| Whipplewood Advisors, LLC | 88 | $4.07K | 0.00% | −162−64.8% | Reduced |
| Creative Capital Management Investments LLC | 88 | $4.07K | 0.00% | +88 | New |
| North Star Investment Management Corp. | 86 | $3.98K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 77 | $3.56K | 0.00% | −157−67.1% | Reduced |
| True Wealth Design, LLC | 74 | $3.42K | 0.00% | +9+13.8% | Added |
| SJS Investment Consulting Inc. | 72 | $3.33K | 0.00% | −41−36.3% | Reduced |
| Retirement Wealth Solutions LLC | 72 | $3.33K | 0.00% | +41+132.3% | Added |
| Key Capital Management, INC | 71 | $3.28K | 0.00% | −70−49.6% | Reduced |
| Raffa Wealth Management, LLC | 70 | $3.24K | 0.00% | +24+52.2% | Added |
| Silver Grove Financial Group, Inc. | 67 | $3.10K | 0.00% | +67 | New |
| Avion Wealth | 68 | $3.00K | 0.00% | +16+30.8% | Added |
| Private Wealth Management Group, LLC | 63 | $2.92K | 0.00% | +63 | New |
| Signature Equity Partners, LLC | 60 | $2.78K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 61 | $2.71K | 0.00% | −26−29.9% | Reduced |
| Dunhill Financial, LLC | 52 | $2.42K | 0.00% | +52 | New |
| Bogart Wealth, LLC | 50 | $2.31K | 0.00% | +16+47.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 50 | $2.31K | 0.00% | +50 | New |
| UMA Financial Services, Inc. | 44 | $2.04K | 0.00% | +44 | New |
| Sunrise Financial Services, LLC | 42 | $1.94K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 42 | $1.94K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 39 | $1.80K | 0.00% | −84−68.3% | Reduced |
| Horizon Financial Services, LLC | 37 | $1.71K | 0.00% | −73−66.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 36 | $1.67K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 36 | $1.67K | 0.00% | +36 | New |
| HFM Investment Advisors, LLC | 34 | $1.57K | 0.00% | +22+183.3% | Added |