Smurfit WestrockSW

13F holders, Q4 2024 (December 31)
602holders +99
117new positions
50sold out
5famous investors
$53.81avg. 13F price*

At the end of Q4 2024, 602 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, up 99 from Q3 2024. 117 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock, Inc. ($2.2B) and Norges Bank ($1.3B). 5 famous investors held it, including George Soros (9.6% of Soros Fund Management's portfolio), Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Smurfit Westrock PLC
Sector
Consumer Discretionary
CUSIP
G8267P108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q3 2024: 503Q3 2024Q4 2024: 602Q4 2024Q1 2025: 596Q1 2025Q2 2025: 575Q2 2025Q3 2025: 599Q3 2025Q4 2025: 595Q4 2025Q1 2026: 616Q1 2026Q2 2026: 640Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions117$696.2M
Exits50$113.1M

All 13F filers, Q3 2024 → Q4 2024: 53,903,734 shares bought and 32,898,152 shares sold, net +21,005,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 602 holders

Vanguard Group Inc. 0.07% Add +1.1% 78,871,259 $4.2B
BlackRock, Inc. 0.05% Add +2.5% 41,488,550 $2.2B
Norges Bank 0.17% Reduce -12.5% 24,122,325 $1.3B
Nuveen Asset Management, LLC 0.32% Add +51.6% 20,720,312 $1.1B
State Street Corp. 0.04% Reduce -0.2% 19,543,907 $1.1B
Capital Research Global Investors 0.20% Add +1.8% 18,439,852 $993.2M
Geode Capital Management, LLC 0.06% Add +12.5% 14,328,052 $770.0M
FIL Ltd 0.55% Add +68.2% 10,962,433 $590.9M
Invesco Ltd. 0.10% Add +3.4% 9,849,057 $530.5M
FMR LLC 0.03% Add +12.3% 9,805,101 $528.2M
Ameriprise Financial Inc. 0.12% Add +1.7% 9,003,480 $484.9M
Deutsche Bank AG 0.16% Reduce -6.5% 7,469,269 $402.3M
Bank of New York Mellon Corp 0.07% Reduce -0.2% 7,288,383 $392.6M
Soros Fund Management 9.60% Add +2.2% 7,046,359 $379.5M
Bank of America Corp. 0.03% Add +9.0% 6,783,941 $365.4M
Orbis Allan Gray Ltd 1.68% Add +2160.3% 5,784,560 $311.6M
Boston Partners 0.37% New 5,643,128 $304.4M
Victory Capital Management Inc. 0.30% Add +4456.7% 5,491,092 $295.8M
Nordea Investment Management AB 0.28% Add +11.0% 5,039,818 $272.0M
Pictet Asset Management Holding SA 0.29% Reduce -5.1% 4,916,005 $264.8M
Alliancebernstein L.P. 0.09% Add +30.0% 4,901,172 $264.0M
Amundi 0.09% Reduce -20.7% 4,710,569 $244.6M
Northern Trust Corp. 0.03% Add +13.1% 4,535,347 $244.3M
JPMorgan Chase & Co. 0.02% Reduce -2.1% 4,378,178 $235.8M
Lansdowne Partners (uk) LLP 16.25% Reduce -18.4% 4,154,231 $223.7M
Franklin Resources Inc. 0.05% Reduce -16.0% 3,587,997 $193.5M
Dimensional Fund Advisors LP 0.05% Add +32.7% 3,551,357 $191.3M
Legal & General Group Plc 0.05% Reduce -9.1% 3,181,042 $171.7M
Goldman Sachs Group Inc. 0.03% Reduce -13.6% 3,148,689 $169.6M
Morgan Stanley 0.01% Add +4.7% 3,105,456 $167.3M
Polaris Capital Management, LLC 7.85% New 3,020,764 $162.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -2.0% 2,997,901 $161.5M
Causeway Capital Management LLC 3.27% Reduce -36.6% 2,662,964 $143.4M
UBS Group AG 0.03% Add +160.2% 2,531,482 $136.3M
Incentive AS 61.06% Add +53.6% 2,285,423 $123.1M
Thompson Siegel & Walmsley LLC 1.70% Reduce -23.2% 2,011,720 $108.4M
LBP Am SA 1.46% Reduce -31.2% 2,001,503 $107.8M
Zurich Insurance Group Ltd 0.84% Add +44.9% 1,905,979 $102.7M
Barclays PLC 0.04% Reduce -54.8% 1,564,022 $84.2M
Citigroup Inc. 0.08% Add +0.0% 1,562,825 $84.2M
Mackenzie Financial Corp. 0.11% Add +13.4% 1,473,270 $79.4M
Swiss National Bank 0.05% Reduce -4.6% 1,468,897 $79.1M
Vontobel Holding Ltd. 0.26% Add +10.7% 1,407,034 $75.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% — 1,346,991 $72.8M
ARGA Investment Management, LP 2.16% Reduce -33.4% 1,227,386 $66.3M
Cullen Capital Management, LLC 0.76% Reduce -1.6% 1,210,923 $65.2M
Lakewood Capital Management, LP 5.87% Add +5.9% 1,160,297 $62.5M
Aviva PLC 0.15% Reduce -6.5% 1,074,578 $58.0M
Marshall Wace, LLP 0.07% Reduce -74.2% 1,072,163 $57.7M
Royal Bank of Canada 0.01% Add +44.0% 1,067,691 $57.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +1.8% 1,059,201 $57.0M
Patten & Patten Inc. 3.49% Reduce -2.0% 982,190 $52.9M
BNP Paribas Financial Markets 0.04% Add +41.7% 961,618 $51.8M
T. Rowe Price Associates Inc. 0.01% Add +4.5% 949,098 $51.1M
Compagnie Lombard Odier SCmA 0.72% Add +13.2% 907,544 $48.9M
Liontrust Investment Partners LLP 0.68% New 866,481 $46.8M
Rhumbline Advisers 0.04% Add +0.9% 868,433 $46.8M
Evelyn Partners Investment Management LLP 1.49% — 850,281 $45.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +7.7% 787,732 $41.2M
National Pension Service 0.04% Add +833.3% 752,312 $40.5M
Retirement Systems of Alabama 0.15% Add +0.2% 747,037 $40.2M
Rit Capital Partners PLC 9.54% New 724,000 $39.0M
Wellington Management Group LLP 0.01% Add +156.1% 700,036 $37.7M
Envestnet Asset Management Inc. 0.01% Add +53.8% 692,054 $37.3M
Savant Capital, LLC 0.29% Add +37.0% 678,444 $36.5M
Natixis Advisors, LLC 0.07% Add +24.5% 669,291 $36.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -7.5% 653,485 $35.2M
California State Teachers Retirement System 0.04% Reduce -3.6% 618,513 $33.3M
Adage Capital Partners Gp, L.L.C. 0.06% Add +30.0% 604,618 $32.6M
Triodos Investment Management BV 2.63% Reduce -1.9% 603,234 $32.5M
Principal Financial Group Inc. 0.02% Reduce -2.3% 587,470 $31.6M
Salem Investment Counselors Inc. 1.04% Reduce -0.5% 586,932 $31.6M
Janus Henderson Group PLC 0.02% Reduce -40.2% 565,204 $30.5M
Groupe la Francaise 0.75% — 564,184 $30.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +1.3% 507,336 $27.3M
Schonfeld Strategic Advisors LLC 0.17% Add +11911.1% 506,870 $27.3M
HSBC Holdings PLC 0.02% Add +43.1% 505,215 $27.2M
Lansforsakringar Fondforvaltning AB (publ) 0.10% — 499,797 $26.9M
Flossbach Von Storch SE 0.10% Reduce -7.4% 456,209 $24.6M
Caisse de depot et placement du Quebec 0.05% Add +208.3% 418,223 $22.5M
Storebrand Asset Management As 0.07% Reduce -14.6% 417,510 $22.5M
New York State Common Retirement Fund 0.03% Reduce -9.2% 409,944 $22.1M
Bank of Montreal 0.01% Add +0.8% 409,253 $22.0M
Artemis Investment Management LLP 0.31% New 398,876 $21.5M
State Board of Administration of Florida Retirement System 0.04% Add +21.2% 397,793 $21.4M
ABN AMRO Bank N.V. 0.28% Reduce -1.0% 389,687 $20.9M
Manufacturers Life Insurance Company, The 0.02% Reduce -4.7% 381,135 $20.5M
Paradigm Capital Management Inc. 0.95% No change 378,880 $20.4M
Arnhold LLC 1.99% Reduce -8.8% 374,051 $20.2M
Boston Common Asset Management, LLC 0.59% Add +13.7% 373,970 $20.1M
Cibc World Markets Corp. 0.11% Add +426.7% 360,766 $19.4M
Sei Investments Co. 0.02% Reduce -15.6% 357,495 $19.3M
Jane Street Group, LLC 0.03% Reduce -27.8% 339,648 $18.3M
Moore Capital Management, LP 0.36% Reduce -14.2% 335,389 $18.1M
Sycomore Asset Management 2.57% Reduce -11.4% 488,737 $18.0M
Banque Pictet & Cie SA 0.17% Add +134.7% 331,019 $17.8M
Groupama Asset Managment 0.37% Add +21.7% 409,695 $17.5M
Access Investment Management LLC 5.07% Reduce -0.8% 324,620 $17.5M
Tredje AP-fonden 0.15% Reduce -3.1% 319,824 $17.2M
Credit Agricole S A 0.06% Add +64.0% 303,671 $16.4M

"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.

Show all 602 holders