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Smurfit Westrock plc

SW
交易所
NYSE
產業
Paperboard Containers & Boxes
SEC CIK
0002005951

近 90 天,Smurfit Westrock plc 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 643 家機構在 13F 申報持有,市值合計 $232.6 億;大師中只有索羅斯基金管理持有。

2025 年第 2 季 13F 持有人

Smurfit Westrock plc 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼

持有機構
580
較 2025 年第 1 季 −10 家
持有股數
4.51 億
較 2025 年第 1 季 +1,220 萬 (+2.8%)
總市值
$194.7 億
較 2025 年第 1 季 −$2.62 億 (−1.3%)
新進機構
74
另有 216 家加碼
清倉機構
84
另有 228 家減碼

另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。

跟 2025 年第 1 季比較:新進、清倉與尚未申報的機構

歷季持有家數與市值

2021 年第 1 季起,每季在 13F 申報持有 SW 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。

持有機構家數2025 年第 2 季:580 家
2021 年第 1 季:0 家2021 年第 2 季:0 家2021 年第 3 季:0 家2021 年第 4 季:0 家2022 年第 1 季:0 家2022 年第 2 季:0 家2022 年第 3 季:0 家2022 年第 4 季:0 家2023 年第 1 季:0 家2023 年第 2 季:0 家2023 年第 3 季:0 家2023 年第 4 季:0 家2024 年第 1 季:0 家2024 年第 2 季:0 家2024 年第 3 季:507 家2024 年第 4 季:604 家2025 年第 1 季:597 家2025 年第 2 季:580 家2025 年第 3 季:602 家2025 年第 4 季:596 家2026 年第 1 季:617 家2026 年第 2 季:643 家
持有市值2025 年第 2 季:$194.7 億
2021 年第 1 季:$02021 年第 2 季:$02021 年第 3 季:$02021 年第 4 季:$02022 年第 1 季:$02022 年第 2 季:$02022 年第 3 季:$02022 年第 4 季:$02023 年第 1 季:$02023 年第 2 季:$02023 年第 3 季:$02023 年第 4 季:$02024 年第 1 季:$02024 年第 2 季:$02024 年第 3 季:$202.3 億2024 年第 4 季:$234.4 億2025 年第 1 季:$197.5 億2025 年第 2 季:$194.7 億2025 年第 3 季:$193.0 億2025 年第 4 季:$178.0 億2026 年第 1 季:$189.8 億2026 年第 2 季:$232.6 億

2025 年第 2 季持有機構

每家機構持有 Smurfit Westrock plc 的股數、市值與佔組合比重;股數變化跟 2025 年第 1 季比。

2025 年第 2 季持有 SW 的機構
機構股數市值佔組合 %股數變化動作
Crowley Wealth Management, Inc.100$00.00%00.0%不變
Capital Advisors, Ltd. LLC7$00.00%+7新進
SOA Wealth Advisors, LLC.0$110.00%−25−100.0%減碼
Meeder Asset Management Inc1$430.00%−200−99.5%減碼
Rakuten Securities, Inc.1$430.00%−50−98.0%減碼
Stephens Consulting, LLC1$440.00%+1新進
Ameriflex Group, Inc.2$890.00%00.0%不變
Highline Wealth Partners LLC3$1290.00%−56−94.9%減碼
Private Wealth Asset Management, LLC3$1290.00%00.0%不變
Wealth Preservation Advisors, LLC6$2590.00%−38−86.4%減碼
Parkworth Wealth Management, Inc.6$2590.00%+4+200.0%加碼
Bay Harbor Wealth Management, LLC8$3450.00%+2+33.3%加碼
Trust Co of Toledo NA8$3450.00%+8新進
Strengthening Families & Communities, LLC8$3490.00%+8新進
ORG Partners LLC8$3660.00%+8新進
Thurston, Springer, Miller, Herd & Titak, Inc.9$3880.00%00.0%不變
HFM Investment Advisors, LLC9$3880.00%+7+350.0%加碼
Prestige Wealth Management Group LLC9$3890.00%+9新進
Principia Wealth Advisory, LLC10$4320.00%−3−23.1%減碼
Bartlett & Co. Wealth Management LLC11$4750.00%+9+450.0%加碼
Central Trust Co12$5180.00%−132−91.7%減碼
Bogart Wealth, LLC12$5180.00%+12新進
Quaker Wealth Management, LLC12$5180.00%+12新進
AdvisorNet Financial, Inc13$5610.00%−57−81.4%減碼
American Capital Advisory, LLC14$6050.00%+14新進
CoreCap Advisors, LLC16$6900.00%−4−20.0%減碼
SJS Investment Consulting Inc.17$7340.00%+5+41.7%加碼
Valued Wealth Advisors LLC20$8630.00%−6−23.1%減碼
Kilter Group LLC20$8630.00%+20新進
DiNuzzo Private Wealth, Inc.21$9070.00%+5+31.3%加碼
Boyd Watterson Asset Management LLC23$9920.00%00.0%不變
Rothschild Investment LLC23$9920.00%+11+91.7%加碼
Trifecta Capital Advisors, LLC23$9930.00%+23新進
JFS Wealth Advisors, LLC24$1,0360.00%−58−70.7%減碼
South State Corp.24$1,0360.00%−49−67.1%減碼
Tortoise Investment Management, LLC26$1,1220.00%+26新進
Caitong International Asset Management Co., Ltd27$1,1650.00%−14−34.1%減碼
Raffa Wealth Management, LLC32$1,3810.00%00.0%不變
Activest Wealth Management34$1,4670.00%−6−15.0%減碼
Horizon Financial Services, LLC37$1,5970.00%+21+131.3%加碼
Private Trust Co NA42$1,8120.00%−49−53.8%減碼
Atlantic Trust, LLC44$1,8990.00%+44新進
Kayne Anderson Rudnick Investment Management LLC45$1,9420.00%+15+50.0%加碼
Avion Wealth61$2,0000.00%+34+125.9%加碼
Ogorek Anthony Joseph66$2,0000.00%+66新進
Harbour Investments, Inc.47$2,0280.00%−7−13.0%減碼
True Wealth Design, LLC49$2,1150.00%+25+104.2%加碼
Fortitude Family Office, LLC50$2,1580.00%−40−44.4%減碼
St Germain D J Co Inc52$2,2440.00%00.0%不變
Maseco LLP56$2,4170.00%+56新進
DT Investment Partners, LLC60$2,5890.00%00.0%不變
Sound Income Strategies, LLC62$2,6750.00%−24−27.9%減碼
Cornerstone Planning Group LLC61$2,6940.00%+21+52.5%加碼
Bare Financial Services, Inc65$2,8050.00%+65新進
Binnacle Investments Inc69$2,9770.00%+28+68.3%加碼
Bell Investment Advisors, Inc72$3,1070.00%−1−1.4%減碼
North Star Investment Management Corp.73$3,1500.00%00.0%不變
Rialto Wealth Management, LLC76$3,2800.00%+31+68.9%加碼
Smartleaf Asset Management LLC78$3,3580.00%−262−77.1%減碼
Colonial Trust Co78$3,3620.00%−7−8.2%減碼
Cape Investment Advisory, Inc.80$3,4520.00%−122−60.4%減碼
Private Wealth Management Group, LLC84$3,6250.00%+9+12.0%加碼
Abound Wealth Management85$3,6820.00%+27+46.6%加碼
WPG Advisers, LLC87$3,7540.00%−48−35.6%減碼
Essential Partners LLC90$3,8840.00%+90新進
Cullen/Frost Bankers, Inc.94$4,0360.00%−66−41.3%減碼
Harbor Investment Advisory, LLC105$4,5310.00%+75+250.0%加碼
Howard Hughes Medical Institute106$4,5740.00%+106新進
MV Capital Management, Inc.108$4,6610.00%+64+145.5%加碼
St. Johns Investment Management Company, LLC110$4,7470.00%00.0%不變
Pin Oak Investment Advisors Inc115$5,0000.00%00.0%不變
Key Financial Inc117$5,0490.00%00.0%不變
Anchor Investment Management, LLC117$5,0640.00%00.0%不變
Main Street Group, LTD120$5,1880.00%−1−0.8%減碼
CVA Family Office, LLC147$6,3430.00%−60−29.0%減碼
Delta Asset Management LLC150$6,4730.00%00.0%不變
Eastern Bank156$6,7310.00%00.0%不變
Compass Financial Services Inc162$6,9900.00%00.0%不變
Financial Management Professionals, Inc.166$7,1630.00%+65+64.4%加碼
Hemington Wealth Management189$8,0000.00%+89+89.0%加碼
NewSquare Capital LLC193$8,3280.00%+193新進
Bruce G. Allen Investments, LLC194$8,3710.01%+40+26.0%加碼
Peterson Wealth Services213$9,1910.00%00.0%不變
Retirement Wealth Solutions LLC216$9,3210.01%−132−37.9%減碼
Twin Peaks Wealth Advisors, LLC216$9,5620.00%+216新進
Zions Bancorporation, National Association222$9,5790.00%−427−65.8%減碼
Farmers & Merchants Investments Inc223$9,6220.00%+60+36.8%加碼
Financial Perspectives, Inc224$9,6660.00%00.0%不變
SIMA Wealth Partners, LLC225$9,7090.01%00.0%不變
Smallwood Wealth Investment Management, LLC248$1.07 萬0.01%−637−72.0%減碼
Pinnacle Bancorp, Inc.251$1.08 萬0.00%+61+32.1%加碼
GW&K Investment Management, LLC258$1.10 萬0.00%−17−6.2%減碼
Annis Gardner Whiting Capital Advisors, LLC263$1.13 萬0.00%+58+28.3%加碼
Parkside Financial Bank & Trust274$1.18 萬0.00%−142−34.1%減碼
Deseret Mutual Benefit Administrators278$1.20 萬0.01%00.0%不變
Monetary Management Group Inc300$1.29 萬0.00%00.0%不變
TD Waterhouse Canada Inc.300$1.37 萬0.00%00.0%不變
IFP Advisors, Inc0$1.41 萬0.00%−149−100.0%減碼
Beaird Harris Wealth Management, LLC328$1.42 萬0.00%−118−26.5%減碼
Clear Street Markets LLC334$1.44 萬0.01%+334新進