Smurfit WestrockSW
13F holders, Q3 2025 (September 30)599holders +24
81new positions
58sold out
6famous investors
$42.50avg. 13F price*
At the end of Q3 2025, 599 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, up 24 from Q2 2025. 81 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($1.9B) and Capital Research Global Investors ($1.2B). 6 famous investors held it, including George Soros (7.5% of Soros Fund Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $250.7M |
| Exits | 58 | $121.7M |
All 13F filers, Q2 2025 → Q3 2025: 52,312,380 shares bought and 32,265,608 shares sold, net +20,046,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 599 holders
| Vanguard Group Inc. | 0.04% | Reduce -23.6% | 61,472,045 | $2.6B |
| BlackRock, Inc. | 0.03% | Add +4.9% | 43,544,344 | $1.9B |
| Capital Research Global Investors | 0.22% | Reduce -0.5% | 27,531,119 | $1.2B |
| State Street Corp. | 0.04% | Add +14.6% | 23,806,914 | $1.0B |
| Nuveen, LLC | 0.27% | Reduce -0.6% | 23,530,785 | $1.0B |
| Orbis Allan Gray Ltd | 3.46% | Add +3.0% | 18,948,827 | $806.7M |
| Geode Capital Management, LLC | 0.04% | Add +6.7% | 13,640,209 | $578.4M |
| FMR LLC | 0.03% | Reduce -0.3% | 12,179,069 | $518.2M |
| Franklin Resources Inc. | 0.12% | Add +94.4% | 11,353,140 | $482.9M |
| UBS Group AG | 0.09% | Add +272.0% | 11,240,153 | $478.5M |
| Invesco Ltd. | 0.07% | Add +2.5% | 10,083,045 | $429.2M |
| Bank of New York Mellon Corp | 0.07% | Add +2.3% | 8,693,951 | $370.1M |
| FIL Ltd | 0.28% | Add +1.8% | 8,531,101 | $361.8M |
| Soros Fund Management | 7.51% | Add +3.6% | 7,747,090 | $329.8M |
| Ameriprise Financial Inc. | 0.07% | Add +1.3% | 7,588,946 | $323.1M |
| Causeway Capital Management LLC | 4.23% | Add +7.2% | 7,522,983 | $320.3M |
| JPMorgan Chase & Co. | 0.02% | Add +16.6% | 6,251,085 | $266.1M |
| Bank of America Corp. | 0.02% | Add +15.4% | 6,077,875 | $258.7M |
| Nordea Investment Management AB | 0.21% | Add +5.6% | 5,774,223 | $241.1M |
| Deutsche Bank AG | 0.08% | Add +4.2% | 5,630,211 | $239.7M |
| Barclays PLC | 0.08% | Add +152.2% | 5,269,743 | $224.3M |
| Alliancebernstein L.P. | 0.07% | Reduce -1.7% | 5,253,256 | $223.6M |
| Morgan Stanley | 0.01% | Add +20.9% | 5,197,012 | $221.2M |
| Pictet Asset Management Holding SA | 0.20% | Add +2.4% | 4,992,785 | $212.5M |
| Marshall Wace, LLP | 0.23% | Add +58.1% | 4,882,947 | $207.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +6.8% | 4,414,380 | $187.9M |
| Northern Trust Corp. | 0.02% | Add +5.3% | 4,341,440 | $184.8M |
| Legal & General Group Plc | 0.04% | Add +23.0% | 4,116,572 | $174.5M |
| Amundi | 0.05% | Add +2.9% | 4,138,100 | $166.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +26.9% | 3,637,208 | $154.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +9.1% | 3,177,003 | $135.2M |
| Janus Henderson Group PLC | 0.06% | Add +306.5% | 2,927,470 | $124.2M |
| Millennium Management | 0.10% | Add +106.6% | 2,903,516 | $123.6M |
| Citigroup Inc. | 0.07% | Reduce -5.3% | 2,516,909 | $107.1M |
| Thompson Siegel & Walmsley LLC | 1.69% | Add +33.9% | 2,449,816 | $104.3M |
| Incentive AS | 100.00% | Reduce -12.9% | 2,022,540 | $86.1M |
| Pacer Advisors, Inc. | 0.21% | Add +4580.6% | 1,861,635 | $79.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.07% | Add +365.6% | 1,832,906 | $77.9M |
| Polaris Capital Management, LLC | 4.87% | Reduce -2.0% | 1,742,660 | $74.2M |
| Swiss National Bank | 0.04% | Reduce -4.8% | 1,504,597 | $64.1M |
| Lansdowne Partners (uk) LLP | 4.62% | Reduce -1.4% | 1,286,111 | $54.7M |
| HSBC Holdings PLC | 0.03% | Add +35.0% | 1,266,948 | $53.3M |
| Vontobel Holding Ltd. | 0.17% | Reduce -1.6% | 1,241,578 | $52.9M |
| Massachusetts Financial Services Co. | 0.02% | Add +42.9% | 1,239,822 | $52.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +15.3% | 1,209,753 | $51.5M |
| BNP Paribas Financial Markets | 0.04% | Add +33.8% | 1,186,165 | $50.5M |
| Aviva PLC | 0.09% | Add +13.0% | 1,176,623 | $49.6M |
| Lakewood Capital Management, LP | 3.74% | No change | 1,160,297 | $49.4M |
| Cullen Capital Management, LLC | 0.54% | Add +124.3% | 1,153,374 | $49.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +7.3% | 1,047,724 | $44.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.9% | 1,045,791 | $44.5M |
| Royal Bank of Canada | 0.01% | Add +47.5% | 1,018,510 | $43.4M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +226.7% | 975,257 | $41.5M |
| Man Group plc | 0.08% | Add +60.3% | 973,724 | $41.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | Add +8.3% | 970,595 | $40.8M |
| Patten & Patten Inc. | 2.37% | Reduce -0.4% | 946,185 | $40.3M |
| Rhumbline Advisers | 0.03% | Add +1.6% | 942,245 | $40.1M |
| Citadel Advisors | 0.03% | Reduce -53.9% | 933,972 | $39.8M |
| Mackenzie Financial Corp. | 0.05% | Reduce -10.2% | 917,916 | $38.8M |
| National Pension Service | 0.03% | Add +2.8% | 873,660 | $37.2M |
| Bank of Montreal | 0.02% | Add +72.7% | 868,145 | $37.0M |
| California Public Employees Retirement System | 0.02% | New | 856,806 | $36.5M |
| Ruffer LLP | 1.86% | Reduce -82.7% | 785,589 | $33.4M |
| Zurich Insurance Group Ltd | 0.23% | Reduce -42.7% | 780,231 | $32.8M |
| Compagnie Lombard Odier SCmA | 0.36% | Reduce -15.8% | 757,886 | $32.3M |
| Evelyn Partners Investment Management LLP | 0.90% | Reduce -4.4% | 744,565 | $31.7M |
| Moore Capital Management, LP | 0.64% | New | 737,354 | $31.4M |
| Liontrust Investment Partners LLP | 0.46% | Add +0.9% | 742,735 | $31.2M |
| First Trust Advisors LP | 0.02% | Add +0.5% | 731,607 | $31.1M |
| Sei Investments Co. | 0.03% | Add +9.1% | 725,778 | $30.9M |
| Principal Financial Group Inc. | 0.01% | Add +12.6% | 630,046 | $26.8M |
| California State Teachers Retirement System | 0.03% | Add +0.1% | 627,822 | $26.7M |
| New York State Common Retirement Fund | 0.03% | Add +12.9% | 587,635 | $25.0M |
| Salem Investment Counselors Inc. | 0.68% | Reduce -0.2% | 561,092 | $23.9M |
| Savant Capital, LLC | 0.14% | Reduce -0.1% | 539,098 | $22.9M |
| Foresight Group Ltd Liability Partnership | 3.19% | Reduce -11.9% | 502,569 | $21.4M |
| Wellington Management Group LLP | 0.00% | Reduce -14.4% | 503,419 | $21.4M |
| J. Goldman & Co LP | 0.81% | Add +36.0% | 501,661 | $21.4M |
| Albar Capital Partners LLP | 4.61% | Add +187.8% | 475,457 | $20.2M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +4.7% | 475,289 | $20.2M |
| Groupama Asset Managment | 0.30% | Add +5.9% | 644,001 | $20.1M |
| Lombard Odier Asset Management (Europe) Ltd | 1.48% | Add +19.7% | 470,863 | $20.0M |
| Natixis Advisors, LLC | 0.03% | Add +13.8% | 456,528 | $19.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.8% | 434,274 | $18.5M |
| Tredje AP-fonden | 0.15% | Add +4.4% | 427,457 | $18.2M |
| Sycomore Asset Management | 3.00% | No change | 488,737 | $18.0M |
| Brown Advisory Inc. | 0.02% | New | 417,419 | $17.8M |
| Exane Asset Management | 5.82% | Add +35.4% | 345,393 | $17.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 405,585 | $17.3M |
| Capital International Investors | 0.00% | New | 388,544 | $16.5M |
| Banque Pictet & Cie SA | 0.16% | Add +6.3% | 378,052 | $16.1M |
| Ninety One UK Ltd | 0.03% | New | 376,677 | $15.8M |
| Distillate Capital Partners LLC | 0.78% | New | 352,377 | $15.0M |
| Arnhold LLC | 1.24% | No change | 353,145 | $14.9M |
| Storebrand Asset Management As | 0.04% | Add +1.3% | 342,248 | $14.6M |
| AE Wealth Management LLC | 0.09% | Add +6.9% | 338,848 | $14.4M |
| Access Investment Management LLC | 3.79% | Add +1.8% | 331,275 | $14.1M |
| Aberdeen Group plc | 0.02% | Add +910.5% | 329,621 | $13.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.3% | 322,117 | $13.7M |
| CIBC Bancorp USA Inc. | 0.08% | — | 318,720 | $13.6M |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.