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 | $207.1M |
| Q4 2025 | 127 | $196.9M |
| Q3 2025 | 129 | $172.8M |
| Q2 2025 | 123 | $214.1M |
| Q1 2025 | 117 | $281.7M |
| Q4 2024 | 120 | $251.0M |
| Q3 2024 | 114 | $249.4M |
| Q2 2024 | 106 | $366.5M |
| Q1 2024 | 90 | $369.4M |
| Q4 2023 | 89 | $363.0M |
| Q3 2023 | 81 | $280.6M |
| Q2 2023 | 75 | $298.8M |
| Q1 2023 | 58 | $275.5M |
| 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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 110 | $1.00K | 0.00% | +110 | New |
| Wells Fargo & Company | 92 | $1.23K | 0.00% | +92 | New |
| Cutler Group LP | 358 | $4.00K | 0.00% | −214−37.4% | Reduced |
| Tower Research Capital LLC (TRC) | 675 | $9.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 823 | $11.0K | 0.00% | +823 | New |
| Northwestern Mutual Wealth Management Co | 1,000 | $13.4K | 0.00% | +1,000 | New |
| State of Wyoming | 2,522 | $33.7K | 0.01% | +2,522 | New |
| Wolverine Asset Management LLC | 2,733 | $36.5K | 0.00% | −6,341−69.9% | Reduced |
| UBS Group AG | 2,835 | $37.9K | 0.00% | +926+48.5% | Added |
| GWM Advisors LLC | 3,645 | $41.8K | 0.00% | +3,645 | New |
| HHM Wealth Advisors, LLC | 3,500 | $46.8K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,770 | $50.0K | 0.00% | −121,639−97.0% | Reduced |
| Legal & General Group Plc | 8,787 | $117.4K | 0.00% | +8,787 | New |
| Bank of America Corp | 10,245 | $136.9K | 0.00% | +10,215+34,050.0% | Added |
| Millennium Capital Advisors, LLC | 11,900 | $159.0K | 0.16% | +1,500+14.4% | Added |
| Brainard Capital Management LLC | 12,000 | $160.3K | 0.14% | +12,000 | New |
| Cubist Systematic Strategies, LLC | 12,351 | $165.0K | 0.00% | −900−6.8% | Reduced |
| Raymond James & Associates | 13,944 | $186.3K | 0.00% | +3,633+35.2% | Added |
| Am Investment Strategies LLC | 20,000 | $267.0K | 0.10% | 00.0% | Unchanged |
| Simplex Trading, LLC | 20,909 | $279.0K | 0.01% | −3,469−14.2% | Reduced |
| Stephens Inc | 20,907 | $279.3K | 0.01% | −85,743−80.4% | Reduced |
| Credit Suisse AG | 23,668 | $316.2K | 0.00% | +23,594+31,883.8% | Added |
| Susquehanna International Group, LLP | 25,388 | $339.2K | 0.00% | +25,388 | New |
| Goldman Sachs Group Inc | 28,304 | $378.1K | 0.00% | +16,774+145.5% | Added |
| California State Teachers Retirement System | 28,694 | $383.4K | 0.00% | +28,694 | New |
| Northern Trust Corp | 30,164 | $403.0K | 0.00% | +30,164 | New |
| Horrell Capital Management, Inc. | 33,530 | $448.0K | 0.15% | +185+0.6% | Added |
| Robinson Value Management, Ltd. | 45,000 | $601.2K | 0.52% | 00.0% | Unchanged |
| State Street Corp | 45,832 | $612.3K | 0.00% | +45,832 | New |
| K2 Principal Fund, L.P. | 93,750 | $626.3K | 0.17% | 00.0% | Unchanged |
| LPL Financial LLC | 48,700 | $650.6K | 0.00% | −910−1.8% | Reduced |
| Morgan Stanley | 60,502 | $808.3K | 0.00% | +50,344+495.6% | Added |
| Charles Schwab Investment Management Inc | 61,741 | $824.9K | 0.00% | +61,741 | New |
| Davenport & Co LLC | 78,225 | $1.04M | 0.01% | −18,450−19.1% | Reduced |
| Swiss National Bank | 79,800 | $1.07M | 0.00% | +79,800 | New |
| Diversified Trust Co | 93,100 | $1.24M | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 99,590 | $1.33M | 0.02% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 100,000 | $1.34M | 0.56% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 125,000 | $1.38M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 111,381 | $1.49M | 0.02% | +111,381 | New |
| Geode Capital Management, LLC | 147,591 | $1.97M | 0.00% | +147,591 | New |
| Vanguard Group Inc | 163,597 | $2.19M | 0.00% | +163,597 | New |
| BancorpSouth Bank | 212,246 | $2.84M | 0.26% | +92,246+76.9% | Added |
| HighTower Advisors, LLC | 221,451 | $2.96M | 0.01% | +163,207+280.2% | Added |
| BlackRock Inc. | 234,891 | $3.14M | 0.00% | +231,454+6,734.2% | Added |
| NFC Investments, LLC | 2,051,795 | $27.4M | 8.49% | +100,500+5.2% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 8,008,000 | $107.0M | 3.75% | 00.0% | Unchanged |
| Stephens Group, LLC | 8,801,566 | $117.6M | 44.86% | 00.0% | Unchanged |
| 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 |