Smurfit WestrockSW
13F holders, Q1 2025 (March 31)596holders −6
69new positions
74sold out
6famous investors
$45.01avg. 13F price*
At the end of Q1 2025, 596 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, down 6 from Q4 2024. 69 opened new positions and 74 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($2.0B) and Nuveen, LLC ($1.1B). 6 famous investors held it, including George Soros (7.8% of Soros Fund Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Smurfit Westrock PLC
- Sector
- Consumer Discretionary
- CUSIP
- G8267P108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $220.3M |
| Exits | 74 | $232.1M |
All 13F filers, Q4 2024 → Q1 2025: 30,744,103 shares bought and 30,295,838 shares sold, net +448,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 596 holders
| Vanguard Group Inc. | 0.06% | Add +0.4% | 79,187,333 | $3.6B |
| BlackRock, Inc. | 0.04% | Add +4.8% | 43,478,875 | $2.0B |
| Nuveen, LLC | 0.32% | — | 23,331,099 | $1.1B |
| Norges Bank | 0.14% | Reduce -10.4% | 21,617,935 | $972.2M |
| Capital Research Global Investors | 0.21% | Add +16.2% | 21,432,311 | $965.7M |
| State Street Corp. | 0.04% | Add +4.6% | 20,440,002 | $921.3M |
| Geode Capital Management, LLC | 0.05% | Add +4.3% | 14,944,462 | $671.6M |
| FIL Ltd | 0.47% | Add +0.8% | 11,045,763 | $496.9M |
| FMR LLC | 0.03% | Add +8.4% | 10,625,028 | $478.6M |
| Invesco Ltd. | 0.09% | Add +4.0% | 10,244,072 | $461.6M |
| Orbis Allan Gray Ltd | 2.61% | Add +74.8% | 10,114,213 | $455.7M |
| Ameriprise Financial Inc. | 0.10% | Reduce -6.4% | 8,428,762 | $379.8M |
| Deutsche Bank AG | 0.13% | Reduce -1.8% | 7,338,884 | $330.7M |
| Bank of New York Mellon Corp | 0.06% | Reduce -2.6% | 7,101,388 | $320.0M |
| Soros Fund Management | 7.78% | Reduce -2.8% | 6,852,665 | $308.8M |
| JPMorgan Chase & Co. | 0.02% | Add +39.3% | 6,100,067 | $274.9M |
| Alliancebernstein L.P. | 0.09% | Add +16.1% | 5,689,254 | $256.4M |
| Boston Partners | 0.29% | Reduce -4.8% | 5,374,682 | $241.2M |
| Nordea Investment Management AB | 0.24% | Add +1.6% | 5,121,729 | $228.7M |
| Pictet Asset Management Holding SA | 0.25% | Add +0.6% | 4,947,415 | $222.9M |
| Franklin Resources Inc. | 0.07% | Add +38.1% | 4,956,341 | $222.7M |
| Amundi | 0.08% | Add +6.6% | 5,022,339 | $214.5M |
| Bank of America Corp. | 0.02% | Reduce -30.7% | 4,701,471 | $211.8M |
| Northern Trust Corp. | 0.03% | Reduce -5.5% | 4,285,833 | $193.1M |
| Dimensional Fund Advisors LP | 0.05% | Add +16.6% | 4,138,983 | $186.5M |
| Morgan Stanley | 0.01% | Add +18.6% | 3,682,184 | $165.9M |
| Legal & General Group Plc | 0.04% | Add +14.0% | 3,625,991 | $162.5M |
| Citigroup Inc. | 0.11% | Add +111.0% | 3,296,743 | $148.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.5% | 2,924,500 | $131.8M |
| Causeway Capital Management LLC | 2.54% | Add +1.2% | 2,693,844 | $121.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -19.2% | 2,542,733 | $114.6M |
| Polaris Capital Management, LLC | 6.37% | Reduce -18.2% | 2,470,323 | $111.3M |
| Incentive AS | 63.93% | Add +1.2% | 2,312,540 | $104.2M |
| Marshall Wace, LLP | 0.12% | Add +80.5% | 1,934,910 | $87.2M |
| Lansdowne Partners (uk) LLP | 12.32% | Reduce -53.5% | 1,929,952 | $87.0M |
| UBS Group AG | 0.02% | Reduce -25.0% | 1,899,473 | $85.6M |
| Thompson Siegel & Walmsley LLC | 1.45% | Reduce -5.9% | 1,892,320 | $85.3M |
| Barclays PLC | 0.04% | Add +16.6% | 1,823,237 | $82.2M |
| Millennium Management | 0.07% | Add +787.0% | 1,553,079 | $70.0M |
| Swiss National Bank | 0.05% | Reduce -0.1% | 1,466,997 | $66.1M |
| Vontobel Holding Ltd. | 0.23% | Add +1.0% | 1,421,506 | $64.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.12% | Reduce -6.8% | 1,256,052 | $56.1M |
| Mackenzie Financial Corp. | 0.08% | Reduce -19.5% | 1,186,188 | $53.2M |
| Lakewood Capital Management, LP | 4.66% | No change | 1,160,297 | $52.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.1% | 1,047,122 | $47.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.3% | 989,425 | $44.6M |
| BNP Paribas Financial Markets | 0.03% | Add +2.6% | 986,592 | $44.5M |
| Patten & Patten Inc. | 2.96% | Reduce -0.2% | 980,340 | $44.2M |
| Wellington Management Group LLP | 0.01% | Add +38.5% | 969,929 | $43.7M |
| Royal Bank of Canada | 0.01% | Reduce -11.9% | 940,766 | $42.4M |
| Rhumbline Advisers | 0.04% | Add +5.7% | 918,099 | $41.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +16.1% | 914,246 | $41.2M |
| Point72 Asset Management | 0.12% | New | 876,049 | $39.5M |
| Cullen Capital Management, LLC | 0.44% | Reduce -29.7% | 851,665 | $38.4M |
| Compagnie Lombard Odier SCmA | 0.47% | Reduce -6.5% | 848,871 | $38.3M |
| National Pension Service | 0.04% | Add +12.1% | 843,136 | $38.0M |
| Aviva PLC | 0.09% | Reduce -21.8% | 840,116 | $37.6M |
| Evelyn Partners Investment Management LLP | 1.24% | Reduce -2.5% | 828,599 | $37.3M |
| Savant Capital, LLC | 0.29% | Add +13.4% | 769,679 | $34.7M |
| Zurich Insurance Group Ltd | 0.28% | Reduce -59.8% | 765,749 | $34.2M |
| Retirement Systems of Alabama | 0.13% | Reduce -1.1% | 739,065 | $33.3M |
| Rit Capital Partners PLC | 6.35% | No change | 724,000 | $32.6M |
| LBP Am SA | 0.47% | Reduce -66.3% | 675,573 | $30.4M |
| California State Teachers Retirement System | 0.03% | Add +0.7% | 622,733 | $28.1M |
| Principal Financial Group Inc. | 0.01% | Add +0.4% | 589,825 | $26.6M |
| Salem Investment Counselors Inc. | 0.92% | No change | 586,932 | $26.4M |
| Foresight Group Ltd Liability Partnership | 3.67% | New | 577,630 | $26.0M |
| Voloridge Investment Management, LLC | 0.09% | New | 553,106 | $24.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -3.9% | 542,952 | $24.3M |
| Artemis Investment Management LLP | 0.36% | Add +30.8% | 521,905 | $23.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.3% | 519,168 | $23.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -25.1% | 518,689 | $23.4M |
| Walleye Capital LLC | 0.29% | Add +92.1% | 515,758 | $23.2M |
| Natixis Advisors, LLC | 0.04% | Reduce -23.8% | 510,188 | $23.0M |
| New York State Common Retirement Fund | 0.03% | Add +18.6% | 486,278 | $21.9M |
| J. Goldman & Co LP | 0.74% | New | 462,400 | $20.8M |
| Storebrand Asset Management As | 0.07% | Add +10.0% | 459,121 | $20.7M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -25.4% | 451,189 | $20.3M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +9.8% | 436,833 | $19.7M |
| Tredje AP-fonden | 0.18% | Add +31.3% | 419,824 | $18.9M |
| Flossbach Von Storch SE | 0.08% | Reduce -9.1% | 414,532 | $18.5M |
| ABN AMRO Bank N.V. | 0.25% | Add +5.3% | 410,543 | $18.4M |
| Groupama Asset Managment | 0.37% | Add +28.8% | 527,572 | $18.3M |
| Sycomore Asset Management | 2.55% | No change | 488,737 | $18.0M |
| Boston Common Asset Management, LLC | 0.54% | Add +5.0% | 392,635 | $17.7M |
| Arnhold LLC | 1.69% | No change | 374,051 | $16.8M |
| Adams Natural Resources Fund, Inc. | 2.46% | Add +101.7% | 83,300 | $16.7M |
| Lombard Odier Asset Management (Europe) Ltd | 1.49% | Add +82.4% | 363,611 | $16.4M |
| Massachusetts Financial Services Co. | 0.01% | New | 360,249 | $16.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -44.7% | 361,381 | $16.2M |
| Russell Investments Group, Ltd. | 0.02% | Add +85.3% | 337,724 | $15.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -13.0% | 331,526 | $14.9M |
| National Bank of Canada | 0.02% | Add +37.4% | 329,072 | $14.8M |
| Man Group plc | 0.05% | Add +87.7% | 328,463 | $14.8M |
| New York State Teachers Retirement System | 0.03% | Add +9.9% | 322,822 | $14.5M |
| Sei Investments Co. | 0.02% | Reduce -11.8% | 315,500 | $14.2M |
| Bank of Montreal | 0.01% | Reduce -23.2% | 314,168 | $14.2M |
| Great Lakes Advisors, LLC | 0.12% | New | 291,138 | $13.1M |
| State of Wisconsin Investment Board | 0.03% | Add +1.3% | 289,317 | $13.0M |
| Citadel Advisors | 0.01% | New | 270,654 | $12.2M |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.