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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 2 季 13F 持有人

Smurfit Westrock plc 在 2026/6/30 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
643
較 2026 年第 1 季 +35 家
持有股數
5.04 億
較 2026 年第 1 季 +2,813 萬 (+5.9%)
總市值
$232.6 億
較 2026 年第 1 季 +$43.2 億 (+22.8%)
新進機構
104
另有 269 家加碼
清倉機構
69
另有 195 家減碼

另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。

跟 2026 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2026 年第 2 季:643 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 2 季:$232.6 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 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 2026 年第 1 季比。

2026 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
Redwood Grove Capital, LLC500,636$2,316 萬5.87%+51,000+11.3%加碼
Universal- Beteiligungs- und Servicegesellschaft mbH479,695$2,219 萬0.03%−104,330−17.9%減碼
Premier Fund Managers Ltd476,031$2,196 萬1.99%+476,031新進
Bridgewater Associates, LP471,953$2,183 萬0.09%+471,953新進
Cambiar Investors LLC463,154$2,143 萬0.93%+54,871+13.4%加碼
Arnhold LLC457,931$2,118 萬1.48%−4,437−1.0%減碼
Victory Capital Management Inc423,653$1,960 萬0.01%+80,004+23.3%加碼
State Board of Administration of Florida Retirement System420,660$1,946 萬0.03%−11,237−2.6%減碼
Royal London Asset Management Ltd419,289$1,940 萬0.04%−1800.0%減碼
Quantinno Capital Management LP411,196$1,902 萬0.02%+52,865+14.8%加碼
Standard Life Aberdeen plc404,826$1,873 萬0.03%+64,830+19.1%加碼
Artemis Investment Management LLP392,259$1,815 萬0.16%+100,811+34.6%加碼
Natixis Advisors, L.P.388,418$1,797 萬0.02%+49,041+14.5%加碼
Vident Advisory, LLC363,453$1,681 萬0.13%+34,261+10.4%加碼
Lansdowne Partners (UK) LLP347,795$1,609 萬0.66%−1,522,424−81.4%減碼
ExodusPoint Capital Management, LP336,857$1,558 萬0.14%−339,433−50.2%減碼
South Dakota Investment Council336,694$1,558 萬0.27%+15,217+4.7%加碼
New York State Teachers Retirement System335,349$1,551 萬0.03%−19,447−5.5%減碼
Marathon Asset Mgmt Ltd322,275$1,491 萬0.61%+19,335+6.4%加碼
Bank of Nova Scotia320,200$1,481 萬0.02%+320,200新進
TD Asset Management Inc315,194$1,458 萬0.01%+8,994+2.9%加碼
Ramirez Asset Management, Inc.312,251$1,444 萬1.50%−2,952−0.9%減碼
Sycomore Asset Management488,737$1,399 萬1.50%00.0%不變
Credit Agricole S A295,644$1,368 萬0.03%+107,066+56.8%加碼
SG Americas Securities, LLC288,442$1,334 萬0.01%−266,822−48.1%減碼
Raymond James Financial Inc287,785$1,331 萬0.00%+8,383+3.0%加碼
Mackenzie Financial Corp930,572$1,302 萬0.01%+260,473+38.9%加碼
State of Wisconsin Investment Board279,754$1,294 萬0.03%+1190.0%加碼
Braun Stacey Associates Inc278,030$1,286 萬0.36%+278,030新進
Banque Pictet & Cie SA268,895$1,244 萬0.13%−54,030−16.7%減碼
Foresight Group Ltd Liability Partnership270,883$1,243 萬2.24%+270,883新進
M&G Plc270,113$1,243 萬0.06%+38,042+16.4%加碼
Vanguard Investments Australia, Ltd.266,287$1,232 萬0.03%+6,508+2.5%加碼
BNP PARIBAS ASSET MANAGEMENT Holding S.A.266,845$1,209 萬0.01%+131,325+96.9%加碼
Swiss Life Asset Management Ltd–$1,198 萬0.05%–新進
Chevy Chase Trust Holdings, Inc.258,645$1,196 萬0.03%−4,271−1.6%減碼
Jones Financial Companies LLLP252,112$1,184 萬0.00%+35,992+16.7%加碼
MetLife Investment Management243,822$1,128 萬0.05%+1,191+0.5%加碼
Zurcher Kantonalbank (Zurich Cantonalbank)243,730$1,127 萬0.02%+12,023+5.2%加碼
Fuller & Thaler Asset Management, Inc.227,829$1,054 萬0.03%+1,223+0.5%加碼
Treasurer of the State of North Carolina222,490$1,029 萬0.03%−550−0.2%減碼
LPL Financial LLC221,201$1,023 萬0.00%+37,441+20.4%加碼
New York State Common Retirement Fund219,734$1,016 萬0.01%+400+0.2%加碼
Asset Management One Co.,Ltd.219,428$1,015 萬0.03%+5,683+2.7%加碼
Worldquant Millennium Advisors LLC218,923$1,013 萬0.03%−277,948−55.9%減碼
Mitsubishi UFJ Trust & Banking Corp217,066$1,004 萬0.02%+7,930+3.8%加碼
Stifel Financial Corp216,516$1,002 萬0.01%+120,966+126.6%加碼
Albar Capital Partners LLP215,662$997.7 萬1.30%+215,662新進
Tredje AP-fonden211,458$978.2 萬0.04%+17,348+8.9%加碼
GAM Holding AG206,576$955.6 萬0.73%+24,390+13.4%加碼
KLP Kapitalforvaltning AS205,071$948.7 萬0.03%00.0%不變
Letko, Brosseau & Associates Inc204,184$944.6 萬0.14%+108,275+112.9%加碼
Storebrand Asset Management AS199,618$923.4 萬0.02%−11,386−5.4%減碼
Handelsbanken Fonder AB194,600$900.2 萬0.03%+36,900+23.4%加碼
Nomura Asset Management Co Ltd187,446$867.1 萬0.02%−1,720−0.9%減碼
ABN AMRO Bank N.V.181,633$839.2 萬0.11%−1,497−0.8%減碼
Polar Asset Management Partners Inc.177,900$823.0 萬0.15%+177,900新進
ASR Vermogensbeheer N.V.177,471$820.9 萬0.08%+171,171+2,717.0%加碼
State of Tennessee, Treasury Department175,266$810.8 萬0.02%+48,068+37.8%加碼
Davidson Kempner Capital Management LP175,000$809.5 萬0.13%+175,000新進
State of New Jersey Common Pension Fund D173,842$804.2 萬0.03%−4,713−2.6%減碼
Oppenheimer Asset Management Inc.169,780$785.4 萬0.08%+1,224+0.7%加碼
Public Employees Retirement System of Ohio161,792$748.4 萬0.02%+5,346+3.4%加碼
Ilmarinen Mutual Pension Insurance Co160,000$740.2 萬0.05%00.0%不變
Lansforsakringar Fondforvaltning AB (publ)157,783$729.9 萬0.03%−13,550−7.9%減碼
Private Management Group Inc157,249$727.4 萬0.19%−2,664−1.7%減碼
Van Den Berg Management I, Inc156,841$725.5 萬1.53%−4,074−2.5%減碼
KWMG, LLC154,330$713.9 萬0.52%+5,444+3.7%加碼
Mn Services Vermogensbeheer B.V.152,700$706.4 萬0.05%+152,700新進
National Bank of Canada152,149$703.9 萬0.01%+127,798+524.8%加碼
Arizona State Retirement System150,310$695.3 萬0.03%+8,420+5.9%加碼
State of Michigan Retirement System149,564$691.9 萬0.03%+2,900+2.0%加碼
Czech National Bank149,283$690.6 萬0.04%+7,009+4.9%加碼
Gateway Investment Advisers LLC144,567$668.8 萬0.07%−26,699−15.6%減碼
Clearbridge Investments, LLC141,845$656.2 萬0.01%+60,013+73.3%加碼
Concurrent Investment Advisors, LLC140,975$652.2 萬0.06%+416+0.3%加碼
Pathstone Holdings, LLC138,634$641.9 萬0.02%−131−0.1%減碼
CIBC Asset Management Inc138,455$640.5 萬0.01%+3,787+2.8%加碼
Mediolanum International Funds Ltd137,247$633.7 萬0.05%+2,409+1.8%加碼
Sound Income Strategies, LLC135,161$625.3 萬0.28%+1,346+1.0%加碼
Rokos Capital Management LLP134,649$622.8 萬0.08%+34,649+34.6%加碼
Resona Asset Management Co.,Ltd.133,681$618.4 萬0.03%−13,200−9.0%減碼
Voya Investment Management LLC126,867$586.9 萬0.01%−7,851−5.8%減碼
DnB Asset Management AS126,078$583.2 萬0.02%+2,551+2.1%加碼
Beverly Hills Private Wealth, LLC123,600$571.8 萬1.10%+26,781+27.7%加碼
Logan Capital Management Inc122,756$567.9 萬0.21%+122,756新進
Mirae Asset Global Investments Co., Ltd.117,945$545.6 萬0.01%+13,899+13.4%加碼
National Pension Service117,534$543.7 萬0.00%+22,427+23.6%加碼
Adage Capital Partners GP, L.L.C.117,389$543.0 萬0.01%−23,700−16.8%減碼
Metis Global Partners, LLC116,237$537.7 萬0.12%+27,217+30.6%加碼
Commonwealth of Pennsylvania Public School Empls Retrmt Sys115,840$535.9 萬0.03%−5,850−4.8%減碼
Woodline Partners LP114,459$529.5 萬0.02%+12,146+11.9%加碼
CIBC Bancorp USA Inc.110,643$511.7 萬0.01%−17,077−13.4%減碼
Retirement Systems of Alabama110,179$509.7 萬0.02%−756−0.7%減碼
SEB Asset Management AB109,379$506.0 萬0.02%+6,121+5.9%加碼
IFM Investors Pty Ltd108,116$500.1 萬0.03%−10,098−8.5%減碼
Sumitomo Mitsui DS Asset Management Company, Ltd108,074$500.0 萬0.03%+3,305+3.2%加碼
Ensign Peak Advisors, Inc106,795$494.0 萬0.01%+14,636+15.9%加碼
Jain Global LLC105,806$489.5 萬0.06%+105,806新進
Timucuan Asset Management Inc105,000$485.7 萬0.18%00.0%不變