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Disclosery

SW SMURFIT WESTROCK PLC

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Stock (common), issuer CIK 2005951

591 managers (603 13F filers) reported a position in SW shares at 2024-12-31, 434,909,141 shares in all. 118 filers opened a position and 50 filers sold out during the quarter.

Managers
591
13F filers
603
New
118
Added
195
Reduced
186
Sold out
50
Shares held by filers
434,909,141

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
INDEPENDENT FINANCIAL GROUP, LLC4,789$258K0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,763$258K<0.01%-16413F-HRTimelineGroup
Legacy Capital Group California, Inc.4,763$257K0.08%-113F-HRTimeline
Fiduciary Alliance LLC4,700$253K0.03%new13F-HRTimeline
Citizens National Bank Trust Department4,690$253K0.05%new13F-HRTimeline
Argent Trust Co4,609$248K0.01%013F-HRTimeline
CIBC WORLD MARKET INC.4,580$247K<0.01%-1,30913F-HRTimeline
NewEdge Advisors, LLC4,538$244K<0.01%+3,04013F-HRTimeline
Integrated Investment Consultants, LLC4,500$242K0.05%013F-HR/ATimeline
Nilsine Partners, LLC4,479$241K0.03%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,460$240K0.01%+1813F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd4,331$233K<0.01%013F-HRTimelineGroup
Compound Planning, Inc.4,294$231K0.01%-77613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,261$229K0.01%-21813F-HRTimeline
Evercore Wealth Management, LLC4,195$226K<0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,194$226KnewTimeline
HighPoint Advisor Group LLC4,196$225K0.01%new13F-HRTimeline
Quantessence Capital LLC4,066$219K0.09%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,000$215K0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,839$207K0.01%new13F-HRTimeline
Ridgeline Wealth Planning, LLC3,822$206K0.2%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,794$204K<0.01%-1,32013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,752$202K<0.01%-83213F-HRTimelineGroup
Farther Finance Advisors, LLC3,692$199K0.01%new13F-HRTimeline
Turim 21 Investimentos Ltda.3,660$194K0.05%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…3,595$193K<0.01%+3,57413F-HRTimelineGroup
Security National Bank3,357$181K0.03%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,272$176K<0.01%+55813F-HRTimeline
SIMPLEX TRADING, LLC3,261$175K<0.01%+82713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,991$161K0.01%-3,54413F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,914$157K<0.01%-1,61113F-HRTimelineGroup
Skylands Capital, LLC2,867$154K0.02%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,411$130K0.01%new13F-HRTimelineGroup
Covestor Ltd2,308$124K0.08%+18813F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,073$112K0.05%-33713F-HRTimeline
McIlrath & Eck, LLC2,027$109K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,977$106K<0.01%13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,836$98.9K<0.01%-5713F-HRTimelineGroup
BFSG, LLC1,825$98.3K0.01%013F-HRTimeline
MAI Capital Management1,752$94.4K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,728$93.1K<0.01%-4613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,685$91K0.01%+213F-HRTimelineGroup
Allworth Financial LP1,626$90K<0.01%-4113F-HRTimeline
Caitong International Asset Management …1,606$86.5K0.08%13F-HR/ATimeline
Parallel Advisors, LLC1,493$80.4K<0.01%-13313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,443$77.7K0.04%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,426$76.8K<0.01%-26013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,390$74.9K<0.01%+19813F-HRTimelineGroup
Smartleaf Asset Management LLC1,205$64.6K0.01%-5113F-HRTimeline
Atlatl Advisers LLC1,165$62.7K0.04%13F-HRTimeline
UMB Bank, n.a.1,086$58.5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Towne Trust Company, N.A1,084$58.4K0.02%013F-HRTimeline
Whipplewood Advisors, LLC1,082$58.3K0.03%13F-HRTimeline
SIGNATUREFD, LLC1,079$58.1K<0.01%-4,52213F-HRTimeline
MATHER GROUP, LLC.1,076$58K<0.01%+58013F-HRTimeline
OAKWORTH CAPITAL, INC.1,002$54K<0.01%-1,05013F-HRTimeline
Twin Lakes Capital Management, LLC981$52.8K0.03%013F-HRTimeline
FIRST UNITED BANK & TRUST958$51.6K0.02%new13F-HRTimeline
Gen-Wealth Partners Inc955$51.4K0.02%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK921$49.6K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC907$48.9K<0.01%013F-HRTimeline
Cromwell Holdings LLC847$45.6K0.03%013F-HRTimeline
Manchester Capital Management LLC834$44.9K0.01%+13813F-HRTimeline
Center for Financial Planning, Inc.809$43.6K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP780$42K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC759$40.9K<0.01%-14313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC754$40.6K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.697$37.6K<0.01%+57013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management669$36K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC645$34.7K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…641$34.5K0.01%013F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…600$32.3K0.01%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…565$30.4K<0.01%new13F-HRTimeline
Deseret Mutual Benefit Administrators554$29.8K0.01%new13F-HRTimeline
Fairscale Capital, LLC550$29.6K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC520$28K0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB516$27.8K<0.01%+27913F-HRTimeline
Versant Capital Management, Inc506$27.3K0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC504$27.1K0.01%-1213F-HRTimeline
NFSG Corp500$26.9K0.01%013F-HRTimeline
IFP Advisors, Inc484$26.1K<0.01%-15,33213F-HRTimeline
Retirement Wealth Solutions LLC484$25.1K0.02%13F-HRTimeline
Beaird Harris Wealth Management, LLC446$24K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust440$23.7K<0.01%-5313F-HRTimeline
Rakuten Securities, Inc.396$21.3K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV381$20.5K<0.01%new13F-HRTimeline
Quarry LP368$19.8K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.373$19.4K<0.01%+10913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.356$19.2K<0.01%013F-HRTimelineGroup
HM PAYSON & CO350$18.9K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC313$16.9K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.300$16.2K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC300$16.2K<0.01%013F-HRTimeline
Rise Advisors, LLC292$15.7K0.01%new13F-HRTimeline
WPG Advisers, LLC284$15.3K0.01%13F-HRTimeline
CVA Family Office, LLC280$15.1K<0.01%-24813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.266$14.3K<0.01%new13F-HRTimelineGroup
Lindbrook Capital, LLC251$13.5K<0.01%-7013F-HRTimeline
GW&K Investment Management, LLC250$13K<0.01%+1013F-HRTimeline
Sandy Spring Bank235$12.7K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC227$12.2K<0.01%new13F-HRTimeline
Financial Perspectives, Inc224$12.1K<0.01%013F-HRTimeline
HALL LAURIE J TRUSTEE225$12K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P200$11K<0.01%new13F-HRTimelineGroup
Trifecta Capital Advisors, LLC200$10.8K<0.01%013F-HRTimeline
Larson Financial Group LLC198$10.7K<0.01%+10513F-HRTimeline
Pinnacle Bancorp, Inc.190$10.2K<0.01%new13F-HRTimeline
Quent Capital, LLC185$9.96K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC181$9.75K0.01%new13F-HRTimeline
Atala Financial Inc178$9.59K0.01%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors178$9.56K<0.01%+16613F-HRTimelineGroup
Arax Advisory Partners168$9.05K<0.01%-613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…163$8.78K<0.01%-3,35713F-HRTimelineGroup
JNBA Financial Advisors161$8.67K<0.01%-16113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN150$8.08K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC150$8K<0.01%013F-HRTimeline
CENTRAL TRUST Co144$7.76K<0.01%-113F-HRTimeline
ZynergyRetirementPlanningLLC155$7.66K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…139$7.49K<0.01%-4813F-HRTimeline
SIERRA OCEAN, LLC132$7.11K0.01%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.131$7.06K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC127$6.84K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD121$6.48K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC117$6.32K<0.01%013F-HRTimeline
Key Financial Inc117$6.3K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC115$6K0.01%013F-HRTimeline
St. Johns Investment Management Company…110$5.92K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.110$5.92K<0.01%new13F-HRTimeline
Bullock Wealth Management Group110$5.92K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.106$5.71K<0.01%013F-HRTimeline
Abound Wealth Management100$5.4K<0.01%+5613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC100$5.39K<0.01%-1,72213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.100$5.39K<0.01%13F-HRTimeline
Continuum Advisory, LLC94$5.06K<0.01%-3013F-HRTimeline
Bell Investment Advisors, Inc91$4.9K<0.01%-213F-HRTimeline
Fortitude Family Office, LLC90$4.85K<0.01%013F-HRTimeline
Sound Income Strategies, LLC85$4.6K<0.01%-19913F-HRTimeline
North Star Investment Management Corp.75$4.04K<0.01%013F-HRTimeline
Hemington Wealth Management88$4K<0.01%-1913F-HRTimeline
Financial Management Professionals, Inc.73$3.93K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC72$3.88K<0.01%-4813F-HRTimeline
Aspect Partners, LLC67$3.61K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO66$3.56K<0.01%new13F-HRTimelineGroup
Zions Bancorporation, N.A.64$3.45K<0.01%+1713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…59$3.27K<0.01%-1913F-HRTimeline
DT Investment Partners, LLC60$3.23K<0.01%013F-HRTimeline
WHITTIER TRUST CO60$3.23K<0.01%new13F-HRTimeline
Dunhill Financial, LLC58$3.11K<0.01%+1213F-HRTimeline
PRIVATE TRUST CO NA55$2.96K<0.01%+1313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…54$2.94K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.54$2.91K<0.01%013F-HRTimeline
CoreCap Advisors, LLC45$2.42K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC41$2.21K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC40$2.15K<0.01%+2213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.39$2.1K<0.01%-1113F-HRTimeline
Headlands Technologies LLC37$1.99K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC33$1.81K<0.01%+1613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC32$1.72K<0.01%013F-HRTimeline
TD Capital Management LLC31$1.68K<0.01%new13F-HRTimeline
Core Alternative Capital28$1.51K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC28$1.51K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC26$1.4K<0.01%+1013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26$1.4K<0.01%new13F-HRTimeline
Clark Wealth Partners26$1.4K<0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.25$1.36K<0.01%new13F-HR/ATimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH23$1.24K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC23$1.24K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.21$1.13K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC20$1.08K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC20$1.07K<0.01%013F-HRTimeline
Avion Wealth27$1K<0.01%-8413F-HRTimeline
Riverview Trust Co14$754<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC14$754<0.01%13F-HRTimeline
SJS Investment Consulting Inc.12$647<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.12$647<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC12$646<0.01%new13F-HRTimeline
Grove Bank & Trust12$646<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc10$539<0.01%new13F-HRTimeline
True Wealth Design, LLC9$485<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9$484<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.8$431<0.01%new13F-HRTimeline
Global Financial Private Client, LLC6$323<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC5$270<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC5$223<0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4$215<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2$108<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$108<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1$670.01%new13F-HRTimeline
Activest Wealth Management1$54<0.01%new13F-HRTimeline
Evolution Advisers, Inc.16$00%013F-HRTimelineValue filed as zero, left out of ratios.
HBC Financial Services, PLLC8$00%013F-HRTimelineValue filed as zero, left out of ratios.