# SMURFIT WESTROCK PLC (SW)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SW/

- Reporting holders: 24
- Reported value: $160.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $141.8M | 3,214,979 | 1.2% | 8 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $7.0M | 158,550 | 0.5% | 9 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $5.6M | 135,584 | 0.3% | 9 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.4M | 31,620 | 0.2% | 9 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $1.4M | 31,495 | 0.3% | 7 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $875.6K | 19,855 | 0.1% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $675.9K | 15,326 | 0.0% | 9 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $296.9K | 6,732 | 0.0% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $280.1K | 6,351 | 0.0% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $255.9K | 5,802 | 0.0% | 8 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $235.2K | 5,333 | 0.0% | 3 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $200.2K | 4,539 | 0.0% | 1 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $113.3K | 2,570 | 0.1% | 7 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $32.8K | 744 | 0.0% | 9 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $31.4K | 712 | 0.0% | 7 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $20.8K | 471 | 0.0% | 9 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $9.6K | 217 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $9.5K | 215 | 0.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $6.9K | 156 | 0.0% | 7 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $6.7K | 152,700 | 0.1% | 2 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $3.6K | 82 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.4K | 78 | 0.0% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $3.3K | 74 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.2K | 27 | 0.0% | 2 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $1.1K | 25 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $160.2M |
| Q2 2026 | 645 | $25.0B |
| Q1 2026 | 617 | $19.4B |
| Q4 2025 | 602 | $17.8B |
| Q3 2025 | 604 | $19.6B |
| Q2 2025 | 579 | $19.5B |
| Q1 2025 | 597 | $19.7B |
| Q4 2024 | 605 | $23.6B |
| Q3 2024 | 504 | $20.5B |