Smurfit Westrock plc (SW) — Institutional Holders, Q2 2026 (page 6)
648 institutional investment managers reported a SW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $23.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SW 13F holders ranked 501–600 of 648
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | TD Waterhouse Canada#501 · 937 sh | 937 | $43.2K | — | -26.6% |
| 502 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#502 · 920 sh | 920 | $42.6K | 0.01% | 0.0% |
| 503 | McMillan Office#503 · 911 sh | 911 | $42.1K | <0.01% | 0.0% |
| 504 | REXFORD CAPITAL#504 · 800 sh | 800 | $37.0K | 0.02% | 0.0% |
| 505 | HARBOUR INVESTMENTS#505 · 783 sh | 783 | $36.2K | <0.01% | +103.4% |
| 506 | TSFG#506 · 761 sh | 761 | $35.0K | — | +13.2% |
| 507 | Parkside Financial Bank#507 · 752 sh | 752 | $34.8K | — | +89.9% |
| 508 | Manchester Capital Management#508 · 748 sh | 748 | $34.6K | — | +14.2% |
| 509 | NewEdge Advisors#509 · 743 sh | 743 | $34.4K | <0.01% | New |
| 510 | Sarver Vrooman Wealth Advisors#510 · 712 sh | 712 | $32.5K | — | 0.0% |
| 511 | Twin Lakes Capital Management#511 · 699 sh | 699 | $32.3K | 0.01% | 0.0% |
| 512 | ROTHSCHILD INVESTMENT#512 · 699 sh | 699 | $32.3K | <0.01% | -21.9% |
| 513 | FIRST UNITED BANK#513 · 675 sh | 675 | $31.2K | — | 0.0% |
| 514 | MassMutual Private Wealth & , FSB#514 · 641 sh | 641 | $29.7K | — | -7.5% |
| 515 | STANCE CAPITAL#515 · 591 sh | 591 | $27.3K | <0.01% | -96.1% |
| 516 | Bay Harbor Wealth Management#516 · 552 sh | 552 | $25.5K | <0.01% | +1315.4% |
| 517 | Kimelman & Baird#517 · 550 sh | 550 | $25.4K | <0.01% | 0.0% |
| 518 | Strategic Wealth Partners, Ltd.#518 · 498 sh | 498 | $23.0K | <0.01% | 0.0% |
| 519 | MEEDER ASSET MANAGEMENT#519 · 474 sh | 474 | $21.9K | <0.01% | +19.4% |
| 520 | ARMSTRONG ADVISORY GROUP#520 · 471 sh | 471 | $21.8K | — | 0.0% |
| 521 | UMB Bank, n.a.#521 · 446 sh | 446 | $20.6K | <0.01% | +36.0% |
| 522 | CREATIVE FINANCIAL DESIGNS#522 · 381 sh | 381 | $17.6K | <0.01% | 0.0% |
| 523 | Highland Investment Advisors#523 · 347 sh | 347 | $16.1K | <0.01% | — |
| 524 | Essential Partners#524 · 340 sh | 340 | $15.7K | — | -3.4% |
| 525 | FARMERS & MERCHANTS INVESTMENTS#525 · 313 sh | 313 | $14.5K | — | 0.0% |
| 526 | Larson Financial Group#526 · 311 sh | 311 | $14.4K | <0.01% | -6.0% |
| 527 | PRIVATE NA#527 · 303 sh | 303 | $14.0K | — | +180.6% |
| 528 | CVA Family Office#528 · 303 sh | 303 | $14.0K | <0.01% | -22.3% |
| 529 | MONETARY MANAGEMENT GROUP#529 · 300 sh | 300 | $13.9K | <0.01% | 0.0% |
| 530 | Pinnacle Bancorp#530 · 297 sh | 297 | $13.7K | — | 0.0% |
| 531 | Rossby Financial, LCC#531 · 283 sh | 283 | $13.1K | <0.01% | -12.4% |
| 532 | Walleye Capital#532 · 282 sh | 282 | $13.0K | 0.00% | New |
| 533 | Heritage Wealth Advisors#533 · 263 sh | 263 | $12.2K | <0.01% | 0.0% |
| 534 | SHP Wealth Management#534 · 254 sh | 254 | $11.8K | <0.01% | +10.4% |
| 535 | Smallwood Wealth Investment Management#535 · 248 sh | 248 | $11.5K | <0.01% | 0.0% |
| 536 | AMERIFLEX GROUP#536 · 242 sh | 242 | $11.2K | <0.01% | New |
| 537 | ATLAS CAPITAL ADVISORS#537 · 226 sh | 226 | $10.5K | <0.01% | New |
| 538 | Financial Perspectives#538 · 224 sh | 224 | $10.4K | <0.01% | 0.0% |
| 539 | Keating Financial Advisory Services#539 · 215 sh | 215 | $9.9K | <0.01% | +61.7% |
| 540 | Financial Network Wealth Advisors#540 · 202 sh | 202 | $9.3K | — | New |
| 541 | Synergy Investment Management#541 · 193 sh | 193 | $9.3K | <0.01% | New |
| 542 | WEST PACES ADVISORS#542 · 200 sh | 200 | $9.3K | — | New |
| 543 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#543 · 197 sh | 197 | $9.1K | <0.01% | +1.0% |
| 544 | GW&K Investment Management#544 · 196 sh | 196 | $9.0K | <0.01% | +4.8% |
| 545 | Union Bankshares#545 · 190 sh | 190 | $8.8K | <0.01% | 0.0% |
| 546 | Fortitude Family Office#546 · 188 sh | 188 | $8.7K | — | -11.7% |
| 547 | American Capital Advisory#547 · 183 sh | 183 | $8.5K | <0.01% | +577.8% |
| 548 | SBI Securities , Ltd.#548 · 181 sh | 181 | $8.4K | — | +21.5% |
| 549 | BARTLETT & WEALTH MANAGEMENT#549 · 180 sh | 180 | $8.3K | <0.01% | +91.5% |
| 550 | Westfuller Advisors#550 · 176 sh | 176 | $8.1K | <0.01% | +1.1% |
| 551 | PROSPERITY BANCSHARES#551 · 171 sh | 171 | $7.9K | <0.01% | 0.0% |
| 552 | Aventura Private Wealth#552 · 170 sh | 170 | $7.9K | <0.01% | New |
| 553 | CULLEN/FROST BANKERS#553 · 168 sh | 168 | $7.8K | <0.01% | +95.3% |
| 554 | James T. Borello RIA#554 · 159 sh | 159 | $7.4K | — | +6.7% |
| 555 | EASTERN BANK#555 · 156 sh | 156 | $7.2K | — | 0.0% |
| 556 | WPG Advisers#556 · 152 sh | 152 | $7.0K | — | -11.6% |
| 557 | CoreCap Advisors#557 · 151 sh | 151 | $7.0K | — | +2057.1% |
| 558 | Rialto Wealth Management#558 · 150 sh | 150 | $6.9K | <0.01% | +114.3% |
| 559 | DELTA ASSET MANAGEMENT#559 · 150 sh | 150 | $6.9K | <0.01% | 0.0% |
| 560 | ACTION POINT FINANCIAL PLANNING#560 · 141 sh | 141 | $6.5K | <0.01% | New |
| 561 | Kemnay Advisory Services#561 · 140 sh | 140 | $6.5K | <0.01% | -33.3% |
| 562 | JFS WEALTH ADVISORS#562 · 137 sh | 137 | $6.3K | <0.01% | 0.0% |
| 563 | Clearstead Advisors#563 · 135 sh | 135 | $6.2K | <0.01% | 0.0% |
| 564 | SUMMIT SECURITIES GROUP#564 · 122 sh | 122 | $5.6K | <0.01% | +41.9% |
| 565 | Quent Capital#565 · 122 sh | 122 | $5.6K | <0.01% | +96.8% |
| 566 | E Fund Management (Hong Kong) , Ltd.#566 · 121 sh | 121 | $5.6K | <0.01% | 0.0% |
| 567 | Medallion Wealth Advisors#567 · 121 sh | 121 | $5.6K | <0.01% | -76.7% |
| 568 | Key FInancial#568 · 117 sh | 117 | $5.4K | <0.01% | 0.0% |
| 569 | Salomon & Ludwin#569 · 117 sh | 117 | $5.4K | <0.01% | -74.8% |
| 570 | Atlantic Edge Private Wealth Management#570 · 113 sh | 113 | $5.2K | — | 0.0% |
| 571 | Wilmington Savings Fund Society, FSB#571 · 113 sh | 113 | $5.2K | — | -50.0% |
| 572 | Colonial / SC#572 · 111 sh | 111 | $5.1K | <0.01% | +12.1% |
| 573 | St. Johns Investment Management Company#573 · 110 sh | 110 | $5.1K | <0.01% | 0.0% |
| 574 | PIN OAK INVESTMENT ADVISORS#574 · 115 sh | 115 | $5.0K | <0.01% | 0.0% |
| 575 | TrueNorth#575 · 108 sh | 108 | $5.0K | <0.01% | +50.0% |
| 576 | HRT FINANCIAL#576 · 100,000 sh | 100,000 | $4.6K | 0.00% | New |
| 577 | Nemes Rush Group#577 · 95 sh | 95 | $4.4K | <0.01% | 0.0% |
| 578 | MV CAPITAL MANAGEMENT#578 · 90 sh | 90 | $4.2K | <0.01% | +5.9% |
| 579 | ZRC WEALTH MANAGEMENT#579 · 89 sh | 89 | $4.1K | — | +102.3% |
| 580 | Creative Capital Management Investments#580 · 88 sh | 88 | $4.1K | — | New |
| 581 | Whipplewood Advisors#581 · 88 sh | 88 | $4.1K | — | -64.8% |
| 582 | North Star Investment Management#582 · 86 sh | 86 | $4.0K | — | 0.0% |
| 583 | Beaird Harris Wealth Management#583 · 77 sh | 77 | $3.6K | <0.01% | -67.1% |
| 584 | True Wealth Design#584 · 74 sh | 74 | $3.4K | — | +13.8% |
| 585 | SJS Investment Consulting#585 · 72 sh | 72 | $3.3K | — | -36.3% |
| 586 | Retirement Wealth Solutions#586 · 72 sh | 72 | $3.3K | — | +132.3% |
| 587 | Key Capital Management#587 · 71 sh | 71 | $3.3K | <0.01% | -49.6% |
| 588 | RAFFA WEALTH MANAGEMENT#588 · 70 sh | 70 | $3.2K | <0.01% | +52.2% |
| 589 | Silver Grove Financial Group#589 · 67 sh | 67 | $3.1K | <0.01% | New |
| 590 | Avion Wealth#590 · 68 sh | 68 | $3.0K | <0.01% | +30.8% |
| 591 | Groupe la Francaise#591 · 72 sh | 72 | $2.9K | 0.00% | +100.0% |
| 592 | Private Wealth Management Group#592 · 63 sh | 63 | $2.9K | — | New |
| 593 | Signature Equity Partners#593 · 60 sh | 60 | $2.8K | <0.01% | 0.0% |
| 594 | Cornerstone Planning Group#594 · 61 sh | 61 | $2.7K | — | -29.9% |
| 595 | Dunhill Financial#595 · 52 sh | 52 | $2.4K | <0.01% | New |
| 596 | Bogart Wealth#596 · 50 sh | 50 | $2.3K | <0.01% | +47.1% |
| 597 | MJT & Associates Financial Advisory Group#597 · 50 sh | 50 | $2.3K | — | New |
| 598 | Physician Wealth Advisors#598 · 44 sh | 44 | $2.0K | — | New |
| 599 | Ares Financial Consulting#599 · 42 sh | 42 | $1.9K | — | New |
| 600 | Sunrise Financial Services#600 · 42 sh | 42 | $1.9K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.