Westrock Coffee Co
WEST- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0001806347
No open-market purchases or sales by Westrock Coffee Co insiders were filed in the last 90 days; 148 institutions reported holding it in 13F filings for Q2 2026, worth $391.7M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Westrock Coffee Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 48
- +10 vs. Q3 2022
- Shares held
- 21.2M
- +656.0K (+3.2%) vs. Q3 2022
- Total value
- $282.4M
- +$73.9M (+35.4%) vs. Q3 2022
- New holders
- 17
- 12 more added
- Sold out
- 7
- 8 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 148 | $391.7M |
| Q1 2026 | 130 | $207.7M |
| Q4 2025 | 126 | $196.9M |
| Q3 2025 | 129 | $173.0M |
| Q2 2025 | 123 | $214.4M |
| Q1 2025 | 117 | $281.8M |
| Q4 2024 | 120 | $251.0M |
| Q3 2024 | 114 | $249.5M |
| Q2 2024 | 106 | $366.7M |
| Q1 2024 | 90 | $372.3M |
| Q4 2023 | 89 | $365.6M |
| Q3 2023 | 81 | $280.6M |
| Q2 2023 | 75 | $298.8M |
| Q1 2023 | 58 | $290.5M |
| Q4 2022 | 48 | $282.4M |
| Q3 2022 | 38 | $208.5M |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 1 | $525.0K |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Group, LLC | 8,801,566 | $117.6M | 44.86% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 8,008,000 | $107.0M | 3.75% | 00.0% | Unchanged |
| NFC Investments, LLC | 2,051,795 | $27.4M | 8.49% | +100,500+5.2% | Added |
| BlackRock Inc. | 234,891 | $3.14M | 0.00% | +231,454+6,734.2% | Added |
| HighTower Advisors, LLC | 221,451 | $2.96M | 0.01% | +163,207+280.2% | Added |
| BancorpSouth Bank | 212,246 | $2.84M | 0.26% | +92,246+76.9% | Added |
| Vanguard Group Inc | 163,597 | $2.19M | 0.00% | +163,597 | New |
| Geode Capital Management, LLC | 147,591 | $1.97M | 0.00% | +147,591 | New |
| D.A. Davidson & Co. | 111,381 | $1.49M | 0.02% | +111,381 | New |
| Polar Asset Management Partners Inc. | 125,000 | $1.38M | 0.02% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 100,000 | $1.34M | 0.56% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 99,590 | $1.33M | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 93,100 | $1.24M | 0.05% | 00.0% | Unchanged |
| Swiss National Bank | 79,800 | $1.07M | 0.00% | +79,800 | New |
| Davenport & Co LLC | 78,225 | $1.04M | 0.01% | −18,450−19.1% | Reduced |
| Charles Schwab Investment Management Inc | 61,741 | $824.9K | 0.00% | +61,741 | New |
| Morgan Stanley | 60,502 | $808.3K | 0.00% | +50,344+495.6% | Added |
| LPL Financial LLC | 48,700 | $650.6K | 0.00% | −910−1.8% | Reduced |
| K2 Principal Fund, L.P. | 93,750 | $626.3K | 0.17% | 00.0% | Unchanged |
| State Street Corp | 45,832 | $612.3K | 0.00% | +45,832 | New |
| Robinson Value Management, Ltd. | 45,000 | $601.2K | 0.52% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 33,530 | $448.0K | 0.15% | +185+0.6% | Added |
| Northern Trust Corp | 30,164 | $403.0K | 0.00% | +30,164 | New |
| California State Teachers Retirement System | 28,694 | $383.4K | 0.00% | +28,694 | New |
| Goldman Sachs Group Inc | 28,304 | $378.1K | 0.00% | +16,774+145.5% | Added |
| Susquehanna International Group, LLP | 25,388 | $339.2K | 0.00% | +25,388 | New |
| Credit Suisse AG | 23,668 | $316.2K | 0.00% | +23,594+31,883.8% | Added |
| Stephens Inc | 20,907 | $279.3K | 0.01% | −85,743−80.4% | Reduced |
| Simplex Trading, LLC | 20,909 | $279.0K | 0.01% | −3,469−14.2% | Reduced |
| Am Investment Strategies LLC | 20,000 | $267.0K | 0.10% | 00.0% | Unchanged |
| Raymond James & Associates | 13,944 | $186.3K | 0.00% | +3,633+35.2% | Added |
| Cubist Systematic Strategies, LLC | 12,351 | $165.0K | 0.00% | −900−6.8% | Reduced |
| Brainard Capital Management LLC | 12,000 | $160.3K | 0.14% | +12,000 | New |
| Millennium Capital Advisors, LLC | 11,900 | $159.0K | 0.16% | +1,500+14.4% | Added |
| Bank of America Corp | 10,245 | $136.9K | 0.00% | +10,215+34,050.0% | Added |
| Legal & General Group Plc | 8,787 | $117.4K | 0.00% | +8,787 | New |
| JPMorgan Chase & Co | 3,770 | $50.0K | 0.00% | −121,639−97.0% | Reduced |
| HHM Wealth Advisors, LLC | 3,500 | $46.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,645 | $41.8K | 0.00% | +3,645 | New |
| UBS Group AG | 2,835 | $37.9K | 0.00% | +926+48.5% | Added |
| Wolverine Asset Management LLC | 2,733 | $36.5K | 0.00% | −6,341−69.9% | Reduced |
| State of Wyoming | 2,522 | $33.7K | 0.01% | +2,522 | New |
| Northwestern Mutual Wealth Management Co | 1,000 | $13.4K | 0.00% | +1,000 | New |
| Citigroup Inc | 823 | $11.0K | 0.00% | +823 | New |
| Tower Research Capital LLC (TRC) | 675 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 358 | $4.00K | 0.00% | −214−37.4% | Reduced |
| Wells Fargo & Company | 92 | $1.23K | 0.00% | +92 | New |
| Royal Bank of Canada | 110 | $1.00K | 0.00% | +110 | New |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −218,100−100.0% | Sold out |
| Radcliffe Capital Management, L.P. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −61,696−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −59,239−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −28,803−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −27,803−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |