Smurfit WestrockSW
13F holders, Q4 2025 (December 31)595holders −4
70new positions
86sold out
7famous investors
$38.67avg. 13F price*
At the end of Q4 2025, 595 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, down 4 from Q3 2025. 70 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.7B) and Capital Research Global Investors ($1.4B). 7 famous investors held it, including George Soros (1.7% of Soros Fund Management's portfolio), Cliff Asness (0.1% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $288.5M |
| Exits | 86 | $218.7M |
All 13F filers, Q3 2025 → Q4 2025: 55,651,283 shares bought and 61,635,987 shares sold, net −5,984,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 595 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.9% | 60,939,711 | $2.4B |
| BlackRock, Inc. | 0.03% | Add +1.6% | 44,238,529 | $1.7B |
| Capital Research Global Investors | 0.26% | Add +31.2% | 36,127,677 | $1.4B |
| State Street Corp. | 0.03% | Add +3.5% | 24,652,132 | $953.3M |
| Nuveen, LLC | 0.23% | Reduce -5.3% | 22,273,203 | $861.3M |
| Causeway Capital Management LLC | 10.18% | Add +154.3% | 19,132,879 | $739.9M |
| Orbis Allan Gray Ltd | 2.26% | Reduce -26.3% | 13,956,868 | $539.7M |
| Geode Capital Management, LLC | 0.03% | Add +1.1% | 13,795,987 | $531.5M |
| Norges Bank | 0.05% | — | 12,813,255 | $495.3M |
| FMR LLC | 0.02% | Reduce -8.6% | 11,129,034 | $430.4M |
| Invesco Ltd. | 0.03% | Reduce -5.4% | 9,542,537 | $369.0M |
| Bank of New York Mellon Corp | 0.06% | Add +4.1% | 9,054,029 | $350.1M |
| Ameriprise Financial Inc. | 0.08% | Add +14.3% | 8,673,444 | $335.4M |
| FIL Ltd | 0.23% | Reduce -5.0% | 8,105,303 | $313.5M |
| Deutsche Bank AG | 0.09% | Add +28.8% | 7,253,010 | $280.5M |
| Franklin Resources Inc. | 0.07% | Reduce -39.8% | 6,837,314 | $263.9M |
| AQR Capital Management | 0.12% | Add +8132.7% | 5,724,100 | $221.4M |
| Nordea Investment Management AB | 0.18% | Reduce -5.6% | 5,450,082 | $211.4M |
| Morgan Stanley | 0.01% | Add +1.0% | 5,247,523 | $202.9M |
| Bank of America Corp. | 0.01% | Reduce -15.4% | 5,141,827 | $198.8M |
| Northern Trust Corp. | 0.02% | Add +10.2% | 4,781,908 | $184.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +6.2% | 4,687,620 | $181.3M |
| Legal & General Group Plc | 0.04% | Add +11.4% | 4,587,987 | $177.4M |
| Ruffer LLP | 7.94% | Add +473.4% | 4,504,151 | $174.4M |
| Amundi | 0.05% | Add +0.4% | 4,154,989 | $160.7M |
| UBS Group AG | 0.03% | Reduce -67.8% | 3,620,677 | $140.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.0% | 3,334,851 | $129.0M |
| Marshall Wace, LLP | 0.12% | Reduce -33.0% | 3,272,737 | $126.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -48.5% | 3,218,815 | $124.5M |
| Barclays PLC | 0.05% | Reduce -39.2% | 3,202,649 | $123.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -15.1% | 3,087,008 | $119.4M |
| Pictet Asset Management Holding SA | 0.11% | Reduce -40.3% | 2,979,022 | $115.2M |
| Citadel Advisors | 0.07% | Add +189.8% | 2,706,284 | $104.7M |
| Massachusetts Financial Services Co. | 0.03% | Add +106.5% | 2,559,828 | $99.0M |
| Thompson Siegel & Walmsley LLC | 1.66% | Add +4.3% | 2,554,035 | $98.8M |
| Soros Fund Management | 1.67% | Reduce -69.0% | 2,402,148 | $92.9M |
| Alliancebernstein L.P. | 0.03% | Reduce -58.1% | 2,200,848 | $85.1M |
| Incentive AS | 100.00% | Reduce -8.8% | 1,843,624 | $71.3M |
| Sei Investments Co. | 0.07% | Add +149.1% | 1,808,206 | $69.9M |
| Citigroup Inc. | 0.05% | Reduce -30.9% | 1,739,079 | $67.3M |
| Royal Bank of Canada | 0.01% | Add +70.1% | 1,732,185 | $67.0M |
| Polaris Capital Management, LLC | 4.64% | Reduce -16.9% | 1,447,650 | $56.0M |
| Swiss National Bank | 0.03% | Reduce -4.9% | 1,430,897 | $55.3M |
| Alberta Investment Management Corp | 0.36% | New | 1,395,636 | $54.0M |
| Brandywine Global Investment Management, LLC | 0.37% | New | 1,404,000 | $53.7M |
| First Trust Advisors LP | 0.04% | Add +83.7% | 1,344,217 | $52.0M |
| Vontobel Holding Ltd. | 0.16% | Add +2.2% | 1,269,135 | $49.1M |
| BNP Paribas Financial Markets | 0.03% | Add +2.5% | 1,215,668 | $47.0M |
| Aviva PLC | 0.08% | Add +1.8% | 1,197,816 | $46.3M |
| Lakewood Capital Management, LP | 3.19% | Add +2.1% | 1,185,297 | $45.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +20.9% | 1,179,531 | $45.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +7.1% | 1,121,962 | $44.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -5.7% | 1,140,824 | $44.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.3% | 1,048,619 | $40.6M |
| Russell Investments Group, Ltd. | 0.04% | Add +335.6% | 1,019,272 | $39.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Add +0.7% | 977,387 | $37.8M |
| Rhumbline Advisers | 0.03% | Add +0.9% | 950,790 | $36.8M |
| Cullen Capital Management, LLC | 0.39% | Reduce -19.9% | 924,448 | $35.7M |
| California Public Employees Retirement System | 0.02% | Add +1.6% | 870,808 | $33.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.03% | Reduce -57.0% | 787,739 | $30.5M |
| Patten & Patten Inc. | 1.76% | Reduce -18.0% | 775,730 | $30.0M |
| Evelyn Partners Investment Management LLP | 0.74% | Reduce -7.2% | 691,023 | $26.7M |
| Principal Financial Group Inc. | 0.01% | Add +7.5% | 677,143 | $26.2M |
| Compagnie Lombard Odier SCmA | 0.28% | Reduce -10.8% | 676,222 | $26.1M |
| Alps Advisors Inc. | 0.15% | New | 674,538 | $26.1M |
| Zurich Insurance Group Ltd | 0.18% | Reduce -14.5% | 666,789 | $25.8M |
| Exane Asset Management | 5.40% | Add +63.6% | 564,938 | $25.7M |
| Gotham Asset Management | 0.09% | Add +109.0% | 656,496 | $25.4M |
| Verbena Value LP | 4.29% | — | 644,600 | $24.9M |
| California State Teachers Retirement System | 0.02% | Add +1.1% | 634,862 | $24.6M |
| Van Eck Associates Corp. | 0.02% | Add +7024.8% | 617,435 | $23.9M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -1.3% | 554,057 | $21.4M |
| Brown Advisory Inc. | 0.03% | Add +26.9% | 529,616 | $20.5M |
| Weiss Asset Management LP | 0.37% | New | 526,730 | $20.4M |
| Foresight Group Ltd Liability Partnership | 2.96% | Add +1.0% | 507,408 | $19.7M |
| Man Group plc | 0.04% | Reduce -48.8% | 498,218 | $19.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.8% | 493,878 | $19.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -0.8% | 471,389 | $18.2M |
| Savant Capital, LLC | 0.10% | Reduce -13.3% | 467,402 | $18.1M |
| Sycomore Asset Management | 2.98% | No change | 488,737 | $18.0M |
| Arnhold LLC | 1.36% | Add +30.9% | 462,368 | $17.9M |
| Mackenzie Financial Corp. | 0.02% | Reduce -50.3% | 455,977 | $17.7M |
| Holowesko Partners Ltd. | 6.02% | Add +88.4% | 447,500 | $17.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.4% | 436,074 | $16.9M |
| Wellington Management Group LLP | 0.00% | Reduce -13.5% | 435,393 | $16.8M |
| KBC Group NV | 0.04% | Add +98.2% | 434,751 | $16.8M |
| Groupama Asset Managment | 0.25% | Reduce -9.3% | 583,885 | $16.8M |
| Redwood Grove Capital, LLC | 4.54% | Add +57.3% | 411,636 | $15.9M |
| Cambiar Investors LLC | 0.70% | New | 402,410 | $15.6M |
| Rubric Capital Management LP | 0.18% | New | 400,000 | $15.5M |
| Moore Capital Management, LP | 0.32% | Reduce -46.6% | 393,812 | $15.2M |
| South Dakota Investment Council | 0.29% | Add +399.4% | 390,795 | $15.1M |
| Capital International Investors | 0.00% | Reduce -0.2% | 387,767 | $15.0M |
| Bank of Montreal | 0.01% | Reduce -55.5% | 386,007 | $14.9M |
| Lombard Odier Asset Management (Europe) Ltd | 1.13% | Reduce -18.4% | 384,378 | $14.9M |
| Ninety One UK Ltd | 0.03% | No change | 376,677 | $14.5M |
| AE Wealth Management LLC | 0.08% | Add +9.1% | 369,652 | $14.3M |
| ING Groep NV | 0.09% | New | 366,409 | $14.2M |
| Access Investment Management LLC | 3.79% | No change | 331,275 | $14.1M |
| Banque Pictet & Cie SA | 0.14% | Reduce -7.6% | 349,381 | $13.5M |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.