Smurfit WestrockSW
13F holders, Q2 2025 (June 30)575holders −21
65new positions
83sold out
6famous investors
$43.16avg. 13F price*
At the end of Q2 2025, 575 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, down 21 from Q1 2025. 65 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($1.8B) and Capital Research Global Investors ($1.2B). 6 famous investors held it, including George Soros (8.6% of Soros Fund Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $307.5M |
| Exits | 83 | $112.1M |
All 13F filers, Q1 2025 → Q2 2025: 44,816,517 shares bought and 32,372,994 shares sold, net +12,443,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 575 holders
| Vanguard Group Inc. | 0.06% | Add +1.6% | 80,421,330 | $3.5B |
| BlackRock, Inc. | 0.03% | Reduce -4.5% | 41,502,917 | $1.8B |
| Capital Research Global Investors | 0.24% | Add +29.1% | 27,671,873 | $1.2B |
| Nuveen, LLC | 0.28% | Add +1.5% | 23,677,771 | $1.0B |
| State Street Corp. | 0.03% | Add +1.7% | 20,779,789 | $896.7M |
| Orbis Allan Gray Ltd | 3.86% | Add +81.9% | 18,400,418 | $794.0M |
| Norges Bank | 0.09% | Reduce -19.6% | 17,375,882 | $749.7M |
| Geode Capital Management, LLC | 0.04% | Reduce -14.4% | 12,790,061 | $549.5M |
| FMR LLC | 0.03% | Add +15.0% | 12,217,874 | $527.2M |
| Invesco Ltd. | 0.07% | Reduce -4.0% | 9,837,004 | $424.5M |
| Bank of New York Mellon Corp | 0.07% | Add +19.7% | 8,500,852 | $366.8M |
| FIL Ltd | 0.31% | Reduce -24.1% | 8,380,061 | $361.6M |
| Ameriprise Financial Inc. | 0.08% | Reduce -11.1% | 7,494,164 | $323.4M |
| Soros Fund Management | 8.61% | Add +9.2% | 7,480,587 | $322.8M |
| Causeway Capital Management LLC | 4.79% | Add +160.4% | 7,015,694 | $302.7M |
| Franklin Resources Inc. | 0.07% | Add +17.9% | 5,841,253 | $252.2M |
| Nordea Investment Management AB | 0.22% | Add +6.8% | 5,468,249 | $234.9M |
| Deutsche Bank AG | 0.09% | Reduce -26.4% | 5,402,638 | $233.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -12.1% | 5,361,846 | $231.4M |
| Alliancebernstein L.P. | 0.08% | Reduce -6.1% | 5,341,870 | $230.5M |
| Bank of America Corp. | 0.02% | Add +12.0% | 5,265,007 | $227.2M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -1.4% | 4,876,754 | $210.4M |
| Ruffer LLP | 8.68% | New | 4,544,710 | $196.1M |
| Amundi | 0.07% | Reduce -19.9% | 4,022,097 | $189.8M |
| Morgan Stanley | 0.01% | Add +16.7% | 4,298,677 | $185.5M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.2% | 4,132,101 | $178.3M |
| Northern Trust Corp. | 0.02% | Reduce -3.8% | 4,122,024 | $177.9M |
| Legal & General Group Plc | 0.04% | Reduce -7.7% | 3,345,760 | $144.2M |
| Marshall Wace, LLP | 0.16% | Add +59.6% | 3,087,814 | $133.2M |
| UBS Group AG | 0.03% | Add +59.1% | 3,021,802 | $130.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.5% | 2,911,099 | $125.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +12.7% | 2,866,539 | $123.7M |
| Citigroup Inc. | 0.08% | Reduce -19.4% | 2,658,849 | $114.7M |
| Incentive AS | 100.00% | Add +0.4% | 2,322,540 | $100.2M |
| Barclays PLC | 0.04% | Add +14.6% | 2,089,212 | $90.1M |
| Citadel Advisors | 0.08% | Add +648.7% | 2,026,493 | $87.4M |
| Thompson Siegel & Walmsley LLC | 1.33% | Reduce -3.4% | 1,829,020 | $78.9M |
| Polaris Capital Management, LLC | 5.10% | Reduce -28.0% | 1,778,060 | $76.7M |
| Swiss National Bank | 0.04% | Add +7.7% | 1,580,197 | $68.2M |
| Millennium Management | 0.06% | Reduce -9.5% | 1,405,455 | $60.6M |
| Zurich Insurance Group Ltd | 0.45% | Add +77.8% | 1,361,343 | $58.7M |
| Lansdowne Partners (uk) LLP | 7.31% | Reduce -32.4% | 1,304,056 | $56.3M |
| Vontobel Holding Ltd. | 0.18% | Reduce -11.3% | 1,261,179 | $54.4M |
| Lakewood Capital Management, LP | 3.81% | No change | 1,160,297 | $50.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.2% | 1,048,957 | $45.3M |
| Aviva PLC | 0.09% | Add +23.9% | 1,041,133 | $44.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.8% | 1,036,570 | $44.7M |
| Mackenzie Financial Corp. | 0.06% | Reduce -13.8% | 1,022,517 | $44.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +6.8% | 976,543 | $42.1M |
| Patten & Patten Inc. | 2.65% | Reduce -3.1% | 950,038 | $41.0M |
| HSBC Holdings PLC | 0.03% | Add +296.7% | 938,319 | $40.3M |
| Point72 Asset Management | 0.10% | Add +5.8% | 927,311 | $40.0M |
| Rhumbline Advisers | 0.03% | Add +1.0% | 927,260 | $40.0M |
| Compagnie Lombard Odier SCmA | 0.51% | Add +6.0% | 899,533 | $38.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | Reduce -28.6% | 896,235 | $38.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -10.2% | 886,419 | $38.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +140.8% | 867,645 | $37.4M |
| National Pension Service | 0.03% | Add +0.8% | 849,509 | $36.7M |
| Evelyn Partners Investment Management LLP | 1.03% | Reduce -6.0% | 778,678 | $33.6M |
| Liontrust Investment Partners LLP | 0.45% | New | 736,253 | $31.7M |
| Retirement Systems of Alabama | 0.11% | Reduce -1.5% | 728,187 | $31.4M |
| First Trust Advisors LP | 0.03% | Add +5058.1% | 727,710 | $31.4M |
| Janus Henderson Group PLC | 0.02% | Add +32.6% | 720,136 | $31.0M |
| Royal Bank of Canada | 0.01% | Reduce -26.6% | 690,313 | $29.8M |
| Sei Investments Co. | 0.03% | Add +110.8% | 665,162 | $28.7M |
| California State Teachers Retirement System | 0.03% | Add +0.7% | 627,009 | $27.1M |
| Man Group plc | 0.06% | Add +84.9% | 607,370 | $26.2M |
| Wellington Management Group LLP | 0.00% | Reduce -39.4% | 588,154 | $25.4M |
| Foresight Group Ltd Liability Partnership | 3.49% | Reduce -1.2% | 570,768 | $24.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +9.5% | 568,581 | $24.5M |
| Salem Investment Counselors Inc. | 0.77% | Reduce -4.2% | 562,032 | $24.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.1% | 559,741 | $24.2M |
| Savant Capital, LLC | 0.17% | Reduce -29.9% | 539,377 | $23.3M |
| New York State Common Retirement Fund | 0.03% | Add +7.0% | 520,366 | $22.5M |
| Cullen Capital Management, LLC | 0.25% | Reduce -39.6% | 514,091 | $22.2M |
| Bank of Montreal | 0.01% | Add +60.0% | 502,717 | $21.7M |
| Walleye Capital LLC | 0.22% | Reduce -3.8% | 495,950 | $21.4M |
| Rit Capital Partners PLC | 2.78% | Reduce -36.5% | 460,000 | $19.8M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +0.7% | 454,189 | $19.6M |
| Groupama Asset Managment | 0.32% | Add +15.3% | 608,350 | $19.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.2% | 442,093 | $19.1M |
| ABN AMRO Bank N.V. | 0.24% | Add +5.5% | 433,019 | $18.8M |
| Sycomore Asset Management | 2.79% | No change | 488,737 | $18.0M |
| Tredje AP-fonden | 0.14% | Reduce -2.5% | 409,464 | $17.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -21.4% | 407,489 | $17.6M |
| Natixis Advisors, LLC | 0.03% | Reduce -21.4% | 401,273 | $17.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +8.9% | 393,702 | $17.0M |
| Lombard Odier Asset Management (Europe) Ltd | 1.50% | Add +8.2% | 393,242 | $17.0M |
| Schonfeld Strategic Advisors LLC | 0.13% | New | 386,538 | $16.7M |
| J. Goldman & Co LP | 0.50% | Reduce -20.2% | 368,886 | $15.9M |
| Banque Pictet & Cie SA | 0.16% | Add +42.5% | 355,610 | $15.3M |
| National Bank of Canada | 0.02% | Add +7.5% | 353,926 | $15.3M |
| Arnhold LLC | 1.39% | Reduce -5.6% | 353,145 | $15.2M |
| Storebrand Asset Management As | 0.04% | Reduce -26.4% | 337,984 | $14.6M |
| Access Investment Management LLC | 4.00% | — | 325,475 | $14.0M |
| New York State Teachers Retirement System | 0.03% | Add +0.0% | 322,939 | $13.9M |
| AE Wealth Management LLC | 0.10% | New | 317,059 | $13.7M |
| Cibc World Markets Corp. | 0.09% | Add +412.1% | 311,389 | $13.4M |
| Boston Common Asset Management, LLC | 0.36% | Reduce -23.6% | 300,134 | $13.0M |
| Exane Asset Management | 5.04% | Add +16.9% | 255,160 | $12.9M |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.