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Disclosery

SW SMURFIT WESTROCK PLC

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Stock (common), issuer CIK 2005951

587 managers (597 13F filers) reported a position in SW shares at 2025-03-31, 438,171,835 shares in all. 69 filers opened a position and 75 filers sold out during the quarter.

Managers
587
13F filers
597
New
69
Added
210
Reduced
224
Sold out
75
Shares held by filers
438,171,835

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fiduciary Alliance LLC5,018$226K0.02%+31813F-HRTimeline
&PARTNERS4,975$221K<0.01%-39213F-HRTimeline
GSA CAPITAL PARTNERS LLP4,908$221K0.02%-2613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,903$221K0.01%+44313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,789$216K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,710$212K0.01%-28713F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,672$211K<0.01%-1,31613F-HRTimelineGroup
Argent Trust Co4,609$208K0.01%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC4,551$205K<0.01%-33,67413F-HRTimeline
Integrated Investment Consultants, LLC4,534$204K0.04%+3413F-HR/ATimeline
Wealthspire Advisors, LLC4,521$204K<0.01%-68313F-HRTimeline
Gilliland Jeter Wealth Management LLC4,501$203K0.07%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…4,488$202K<0.01%new13F-HRTimeline
PharVision Advisers, LLC4,451$201K0.28%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,095$139K<0.01%-3,67613F-HRTimelineGroup
SIMPLEX TRADING, LLC2,975$134K<0.01%-28613F-HRTimeline
Skylands Capital, LLC2,867$129K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,782$125K<0.01%-49013F-HRTimeline
Bank & Trust Co2,702$122K0.1%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,460$111K0.01%+77513F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…2,467$110K<0.01%-1,12813F-HRTimelineGroup
Covestor Ltd2,270$102K0.07%-3813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,203$99.3K<0.01%new13F-HRTimeline
Allworth Financial LP2,205$93.6K<0.01%+57913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,051$93.6K0.03%+1,41013F-HRTimelineGroup
McIlrath & Eck, LLC2,027$91.3K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,721$77.5K<0.01%+29513F-HRTimeline
MAI Capital Management1,707$76.9K<0.01%-4513F-HRTimeline
MATHER GROUP, LLC.1,587$71.5K<0.01%+51113F-HRTimeline
Quarry LP1,416$63.8K0.02%+1,04813F-HRTimeline
BFSG, LLC1,415$63.8K0.01%-41013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,596$63K0.04%-47713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,377$62K<0.01%-1313F-HRTimelineGroup
LANARK FINANCIAL, INC.1,277$57K<0.01%+1,27613F-HRTimeline
Parallel Advisors, LLC1,227$55.3K<0.01%-26613F-HRTimeline
Curat Global, LLC1,200$54.1K0.07%13F-HRTimeline
UMB Bank, n.a.1,179$53.1K<0.01%+9313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARMSTRONG ADVISORY GROUP, INC907$48.9K<0.01%013F-HRTimeline
Towne Trust Company, N.A1,084$48.8K0.02%013F-HRTimeline
SVB WEALTH LLC1,082$48.8K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,039$46.8K<0.01%+3713F-HRTimeline
Twin Lakes Capital Management, LLC981$44.2K0.03%013F-HRTimeline
FIRST UNITED BANK & TRUST958$43.2K0.02%013F-HRTimeline
Gen-Wealth Partners Inc955$43K0.02%013F-HRTimeline
SBI Securities Co., Ltd.939$42.3K<0.01%-1,03813F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…920$41.5K0.01%+32013F-HRTimeline
Smallwood Wealth Investment Management,…885$39.9K0.03%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK855$38.5K<0.01%-6613F-HRTimelineGroup
Manchester Capital Management LLC809$36.5K<0.01%-2513F-HRTimeline
Center for Financial Planning, Inc.809$36.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc779$35.1K0.01%+27313F-HRTimeline
Whipplewood Advisors, LLC684$35K0.02%-39813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC754$34K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.743$33.5K0.02%-70013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.859$32.8K<0.01%+48613F-HRTimelineGroup
Sarver Vrooman Wealth Advisors712$32.1K0.02%13F-HRTimeline
TSFG, LLC672$30K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management662$29.8K<0.01%-713F-HRTimelineGroup
IMA Advisory Services, Inc.657$29.6K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…649$29.2K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC645$29.1K<0.01%013F-HRTimeline
Cromwell Holdings LLC631$28.4K0.02%-21613F-HRTimeline
MassMutual Private Wealth & Trust, FSB623$28.1K<0.01%+10713F-HRTimeline
QUADRANT CAPITAL GROUP LLC591$26.6K<0.01%-16813F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…565$25.5K<0.01%013F-HRTimeline
Fairscale Capital, LLC550$24.8K0.02%013F-HRTimeline
SIGNATUREFD, LLC535$24.1K<0.01%-54413F-HRTimeline
Medallion Wealth Advisors, LLC520$23.7K0.01%013F-HRTimeline
Arax Advisory Partners521$23.5K<0.01%+35313F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …516$23K<0.01%-1,89513F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC493$22.2K<0.01%-1113F-HRTimeline
First Horizon Advisors, Inc.474$21.4K<0.01%-22313F-HRTimeline
Beaird Harris Wealth Management, LLC446$20.1K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust416$18.7K<0.01%-2413F-HRTimeline
FNY Investment Advisers, LLC400$18K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV381$17.2K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.356$16K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC353$15.9K0.01%+6113F-HRTimeline
HM PAYSON & CO350$15.8K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC348$15.7K0.01%-13613F-HRTimeline
Lindbrook Capital, LLC337$15.2K<0.01%+8613F-HRTimeline
Smartleaf Asset Management LLC340$15.1K<0.01%-86513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO328$14.8K<0.01%+26213F-HRTimelineGroup
TD Waterhouse Canada Inc.300$13.7K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC300$13.5K<0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators278$12.5K0.01%-27613F-HRTimeline
GW&K Investment Management, LLC275$12K<0.01%+2513F-HRTimeline
Sandy Spring Bank235$10.6K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC225$10.1K0.01%new13F-HRTimeline
Financial Perspectives, Inc224$10.1K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P233$10K<0.01%+3313F-HRTimelineGroup
Peterson Wealth Services213$9.6K<0.01%new13F-HRTimeline
CVA Family Office, LLC207$9.33K<0.01%-7313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…205$9.24K<0.01%+6613F-HRTimeline
Saudi Central Bank205$9.24K0.05%new13F-HRTimeline
Cape Investment Advisory, Inc.202$9.1K<0.01%+20013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding201$9.06K-5,527Timeline
Pinnacle Bancorp, Inc.190$8.56K<0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC155$8.35K0.01%013F-HRTimeline
Quent Capital, LLC185$8.34K<0.01%013F-HRTimeline
Atala Financial Inc178$8.02K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…163$7.34K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc162$7.3K<0.01%new13F-HRTimeline
JNBA Financial Advisors161$7.25K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.160$7.2K<0.01%-10613F-HRTimelineGroup
EASTERN BANK156$7.03K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC154$6.94K0.01%-2713F-HRTimeline
Larson Financial Group LLC151$6.8K<0.01%-4713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN150$6.76K<0.01%013F-HRTimeline
IFP Advisors, Inc149$6.71K<0.01%-33513F-HRTimeline
CENTRAL TRUST Co144$6.49K<0.01%013F-HRTimeline
WPG Advisers, LLC135$6.08K0.01%-14913F-HRTimeline
CX Institutional140$6K<0.01%new13F-HRTimeline
GeoWealth Management, LLC133$5.99K<0.01%-4,89613F-HRTimeline
SIERRA OCEAN, LLC132$5.95K<0.01%013F-HRTimeline
Main Street Group, LTD121$5.42K<0.01%013F-HRTimeline
Anchor Investment Management, LLC117$5.29K<0.01%013F-HRTimeline
Key Financial Inc117$5.27K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC115$5K<0.01%013F-HRTimeline
St. Johns Investment Management Company…110$4.96K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.110$4.96K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.101$4.55K<0.01%+2813F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.100$4.51K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA91$4.1K<0.01%+3613F-HRTimeline
Fortitude Family Office, LLC90$4.05K<0.01%013F-HRTimeline
Hemington Wealth Management100$4K<0.01%+1213F-HRTimeline
Sound Income Strategies, LLC86$3.85K<0.01%+113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors85$3.77K<0.01%-9313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC82$3.69K<0.01%+4113F-HRTimeline
Private Wealth Management Group, LLC75$3.38K<0.01%+5213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp73$3.29K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc73$3.29K<0.01%-1813F-HRTimeline
North Star Investment Management Corp.73$3.29K<0.01%-213F-HRTimeline
AdvisorNet Financial, Inc70$3.15K<0.01%+6013F-HRTimeline
Aspect Partners, LLC65$2.93K<0.01%-213F-HRTimeline
Hughes Financial Services, LLC63$2.87K<0.01%new13F-HRTimeline
DT Investment Partners, LLC60$2.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO60$2.7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC59$2.66K<0.01%new13F-HRTimeline
Abound Wealth Management58$2.63K<0.01%-4213F-HRTimeline
High Note Wealth, LLC56$2.52K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.54$2.43K<0.01%013F-HRTimeline
Dunhill Financial, LLC54$2.42K<0.01%-413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC52$2.34K<0.01%-7513F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.51$2.3K<0.01%-34513F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.50$2.25K<0.01%-1,78613F-HRTimelineGroup
Stonebridge Financial Group, LLC45$2.03K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC45$2.03K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.44$1.98K<0.01%+513F-HRTimeline
Wealth Preservation Advisors, LLC44$1.98K<0.01%13F-HRTimeline
Clearstead Advisors, LLC41$1.85K<0.01%new13F-HRTimeline
Caitong International Asset Management …41$1.85K<0.01%-1,56513F-HRTimeline
Binnacle Investments Inc41$1.85K<0.01%13F-HRTimeline
Activest Wealth Management40$1.8K<0.01%+3913F-HRTimeline
Cornerstone Planning Group LLC40$1.68K<0.01%+713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC32$1.44K<0.01%013F-HRTimeline
TD Capital Management LLC31$1.42K<0.01%013F-HRTimeline
Headlands Technologies LLC31$1.4K<0.01%-613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…30$1.35K<0.01%-2413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC30$1.35K<0.01%+413F-HRTimeline
Valued Wealth Advisors LLC26$1.17K<0.01%013F-HRTimeline
Clark Wealth Partners26$1.17K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.25$1.14K<0.01%013F-HRTimeline
True Wealth Design, LLC24$1.08K<0.01%+1513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH23$1.04K<0.01%013F-HRTimeline
Avion Wealth27$1K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.21$946<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC20$901<0.01%-2513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC16$721<0.01%new13F-HR/ATimeline
DiNuzzo Private Wealth, Inc.16$721<0.01%+413F-HRTimeline
Global Financial Private Client, LLC15$676<0.01%+913F-HRTimeline
Principia Wealth Advisory, LLC13$555<0.01%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC12$541<0.01%013F-HRTimeline
SJS Investment Consulting Inc.12$541<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10$450<0.01%+613F-HRTimeline
Perkins Coie Trust Co10$450<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC9$406<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9$405<0.01%013F-HRTimeline
WINNACLE WEALTH LLC7$283<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC6$270<0.01%new13F-HRTimeline
GoalVest Advisory LLC4$180<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC3$135<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.2$94<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$91<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2$90<0.01%-9813F-HRTimeline
Parkworth Wealth Management, Inc.2$90<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.