SW
Smurfit Westrock plc · Consumer Cyclical · Packaging & Containers
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +3.2% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 145 | +3 | 393.68M | $18.16B | +10 | −6 |
| Q1 2026 | 144 | +3 | 372.75M | $14.83B | +8 | −6 |
| Q4 2025 | 141 | 0 | 381.45M | $14.75B | +2 | −1 |
| Q3 2025 | 18 | +1 | 195.17M | $8.31B | +1 | −1 |
| Q2 2025 | 15 | -1 | 202.14M | $8.72B | — | −1 |
| Q1 2025 | 13 | +1 | 71.02M | $3.20B | +3 | −2 |
| Q4 2024 | 12 | 0 | 68.83M | $3.71B | — | — |
| Q3 2024 | 11 | +11 | 57.76M | $2.86B | +11 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (passive) | 21.62M | -10.4% | $972.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 20.44M | +4.6% | $921.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 14.94M | +4.3% | $671.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 14.94M | +4.3% | $671.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Soros Fund Management ✦ | 6.85M | -2.8% | $308.78M | 7.8% | ▼ Trim | 3 | SEC ↗ |
| 6 | Marshall Wace ✦ | 1.93M | +80.5% | $87.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.93M | +80.5% | $87.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 1.93M | +80.5% | $87.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 1.93M | +80.5% | $87.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Millennium Management ✦ | 1.55M | +787.0% | $69.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 989.42K | +4.2% | $44.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 989.42K | +4.2% | $44.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 969.93K | +38.5% | $43.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 969.93K | +38.5% | $43.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 969.93K | +38.5% | $43.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 969.93K | +38.5% | $43.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 969.93K | +38.5% | $43.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wellington Management ✦ | 969.93K | +38.5% | $43.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 876.05K | New | $39.47M | 0.1% | New | 1 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 451.19K | -25.4% | $20.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 270.65K | New | $12.20M | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 270.65K | New | $12.20M | 0.0% | New | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 102.16K | New | $4.60M | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 13.43K | +90.5% | $592,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 13.43K | +90.5% | $592,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 13.43K | +90.5% | $592,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 13.43K | +90.5% | $592,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $39.47M | 0.1% |
| Citadel Advisors | $12.20M | 0.0% |
| Citadel Advisors | $12.20M | 0.0% |
| Renaissance Technologies | $4.60M | 0.0% |
Exited
| Harris Associates (Oakmark) | $14.75M | was 0.0% |
| Bridgewater Associates | $391,508 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 607 holders, 471.67M shares, $18.45B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.