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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。

2026 年第 1 季 13F 持有人

Smurfit Westrock plc 在 2026/3/31 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
617
較 2025 年第 4 季 +31 家
持有股數
4.77 億
較 2025 年第 4 季 +9,366 萬 (+24.4%)
總市值
$189.8 億
較 2025 年第 4 季 +$41.6 億 (+28.1%)
新進機構
102
另有 264 家加碼
清倉機構
71
另有 175 家減碼

另有 10 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。

跟 2025 年第 4 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2026 年第 1 季:617 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2026 年第 1 季:$189.8 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

2026 年第 1 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 4 季比。

2026 年第 1 季持有 SW 的機構
機構股數市值佔組合 %股數變化動作
Walleye Capital LLC2$800.00%+2新進
Cassaday & Co Wealth Management LLC3$1200.00%+3新進
MidFirst Bank5$1990.00%+5新進
Trust Co of Toledo NA6$2390.00%00.0%不變
Wealth Preservation Advisors, LLC6$2390.00%00.0%不變
Dogwood Wealth Management LLC6$2390.00%+6新進
CoreCap Advisors, LLC7$2790.00%00.0%不變
Investors Portfolio Services LLC7$2830.00%+7新進
Davis Capital Management8$3190.00%+8新進
Harbor Investment Advisory, LLC10$3990.00%−30−75.0%減碼
RWM Asset Management, LLC10$3990.00%+10新進
TopTier Wealth Management, LLC10$3990.00%+10新進
HFM Investment Advisors, LLC12$4780.00%+5+71.4%加碼
Financial Management Professionals, Inc.12$4780.00%+12新進
Central Trust Co12$4790.00%00.0%不變
Valued Wealth Advisors LLC13$5190.00%00.0%不變
Vermillion Wealth Management, Inc.14$5580.00%+14新進
Activest Wealth Management15$5980.00%+5+50.0%加碼
Portus Wealth Advisors, LLC15$5980.00%+15新進
Principia Wealth Advisory, LLC17$6770.00%+13+325.0%加碼
Quaker Wealth Management, LLC17$6780.00%+7+70.0%加碼
Spire Wealth Management19$7570.00%−166−89.7%減碼
First Command Advisory Services, Inc.19$7570.00%00.0%不變
1015 Capital Partners, LLC20$7970.00%+8+66.7%加碼
AdvisorNet Financial, Inc22$8770.00%+22新進
Boyd Watterson Asset Management LLC23$9170.00%00.0%不變
Curio Wealth, LLC23$9170.00%+8+53.3%加碼
Sunbelt Securities, Inc.23$9170.00%+23新進
Silicon Valley Capital Partners24$9680.00%+24新進
Kilter Group LLC25$9970.00%00.0%不變
Burk Holdings LLC26$1,0360.00%+26新進
American Capital Advisory, LLC27$1,0760.00%+14+107.7%加碼
Washington Trust Advisors, Inc.27$1,0760.00%+27新進
Groupe la Francaise36$1,2290.00%00.0%不變
Wall Street Financial Group, Inc.31$1,2350.00%+31新進
Retirement Wealth Solutions LLC31$1,2360.00%+18+138.5%加碼
Clayton Financial Group LLC32$1,2760.00%00.0%不變
JPL Wealth Management, LLC33$1,3160.00%+33新進
Bogart Wealth, LLC34$1,3550.00%+34新進
DiNuzzo Private Wealth, Inc.36$1,4350.00%+14+63.6%加碼
Bay Harbor Wealth Management, LLC39$1,5540.00%+21+116.7%加碼
Addison Advisors LLC40$1,5940.00%00.0%不變
Annis Gardner Whiting Capital Advisors, LLC41$1,6340.00%+21+105.0%加碼
Aspect Partners, LLC42$1,6730.00%+4+10.5%加碼
Sunrise Financial Services, LLC42$1,6740.00%00.0%不變
ZRC Wealth Management, LLC44$1,7540.00%+26+144.4%加碼
Raffa Wealth Management, LLC46$1,8330.00%+2+4.5%加碼
Avion Wealth52$2,0000.00%+12+30.0%加碼
Prestige Wealth Management Group LLC51$2,0330.00%−6,653−99.2%減碼
Highline Wealth Partners LLC53$2,1120.00%+53新進
Maseco LLP56$2,1990.00%00.0%不變
DT Investment Partners, LLC60$2,3910.00%00.0%不變
Signature Equity Partners, LLC60$2,3910.00%+7+13.2%加碼
Golden State Equity Partners61$2,4300.00%+61新進
Quent Capital, LLC62$2,4710.00%00.0%不變
Hilton Head Capital Partners, LLC64$2,5500.00%−2−3.0%減碼
True Wealth Design, LLC65$2,5910.00%+6+10.2%加碼
Rialto Wealth Management, LLC70$2,7900.00%+57+438.5%加碼
IMA Wealth, Inc.72$2,8690.00%−672−90.3%減碼
Ogorek Anthony Joseph84$3,0000.00%+84新進
Atlantic Trust, LLC83$3,3080.00%+79+1,975.0%加碼
Bruce G. Allen Investments, LLC83$3,3080.00%+83新進
MV Capital Management, Inc.85$3,3880.00%+14+19.7%加碼
Cullen/Frost Bankers, Inc.86$3,4100.00%+1+1.2%加碼
Clear Street Markets LLC86$3,4270.00%−690−88.9%減碼
North Star Investment Management Corp.86$3,4270.00%00.0%不變
Cornerstone Planning Group LLC87$3,4380.00%+50+135.1%加碼
Twin Peaks Wealth Advisors, LLC87$3,4670.00%+87新進
Bartlett & Co. Wealth Management LLC94$3,5690.00%+10+11.9%加碼
Nemes Rush Group LLC95$3,7860.00%+95新進
Colonial Trust Co99$3,9400.00%00.0%不變
Abound Wealth Management101$4,0380.00%+16+18.8%加碼
Private Trust Co NA108$4,3040.00%+11+11.3%加碼
St. Johns Investment Management Company, LLC110$4,3840.00%00.0%不變
Horizon Financial Services, LLC110$4,3840.00%+73+197.3%加碼
SJS Investment Consulting Inc.113$4,5040.00%−35−23.6%減碼
Atlantic Edge Private Wealth Management, LLC113$4,5040.00%00.0%不變
Key Financial Inc117$4,6620.00%00.0%不變
E Fund Management (Hong Kong) Co., Ltd.121$4,8220.00%+121新進
Bell Investment Advisors, Inc123$4,9020.00%+108+720.0%加碼
Pin Oak Investment Advisors Inc115$5,0000.00%00.0%不變
Keating Financial Advisory Services, Inc.133$5,3000.00%+83+166.0%加碼
Clearstead Advisors, LLC135$5,3800.00%−1,192−89.8%減碼
JFS Wealth Advisors, LLC137$5,4600.00%+39+39.8%加碼
Key Capital Management, INC141$5,6190.00%+106+302.9%加碼
SBI Securities Co., Ltd.149$5,9380.00%−55−27.0%減碼
Delta Asset Management LLC150$5,9780.00%00.0%不變
Eastern Bank156$6,2170.00%00.0%不變
Prosperity Bancshares Inc171$6,8140.01%00.0%不變
WPG Advisers, LLC172$6,8540.01%−17−9.0%減碼
Westfuller Advisors, LLC174$6,9260.00%+2+1.2%加碼
GW&K Investment Management, LLC187$7,0000.00%+26+16.1%加碼
Timothy G. Youngquist 2020 Irrevocable Trust183$7,2930.00%+183新進
Atlantic Union Bankshares Corp190$7,5720.00%00.0%不變
Zions Bancorporation, National Association195$7,7710.00%−3,246−94.3%減碼
Kemnay Advisory Services Inc.210$8,3690.00%+210新進
Fortitude Family Office, LLC213$8,4880.00%+159+294.4%加碼
Financial Perspectives, Inc224$8,9260.00%00.0%不變
Bryn Mawr Trust Co226$9,0060.00%−538−70.4%減碼
SHP Wealth Management230$9,1660.00%−70−23.3%減碼