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, Q1 2023
Institutional positions in Westrock Coffee Co as of Mar 31, 2023. 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
- 58
- +10 vs. Q4 2022
- Shares held
- 22.6M
- +1.35M (+6.4%) vs. Q4 2022
- Total value
- $275.5M
- −$6.91M (−2.4%) vs. Q4 2022
- New holders
- 15
- 25 more added
- Sold out
- 5
- 9 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Group, LLC | 8,584,903 | $105.1M | 41.70% | −216,663−2.5% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 6,793,784 | $83.2M | 2.81% | −1,214,216−15.2% | Reduced |
| NFC Investments, LLC | 2,664,989 | $32.6M | 12.12% | +613,194+29.9% | Added |
| FMR LLC | 1,227,543 | $15.0M | 0.00% | +1,227,543 | New |
| HighTower Advisors, LLC | 416,243 | $5.09M | 0.01% | +194,792+88.0% | Added |
| BlackRock Inc. | 253,272 | $3.10M | 0.00% | +18,381+7.8% | Added |
| BancorpSouth Bank | 242,646 | $2.97M | 0.27% | +30,400+14.3% | Added |
| Vanguard Group Inc | 193,999 | $2.37M | 0.00% | +30,402+18.6% | Added |
| Paragon Advisors, LLC | 191,584 | $2.34M | 0.79% | +191,584 | New |
| Geode Capital Management, LLC | 154,907 | $1.90M | 0.00% | +7,316+5.0% | Added |
| Morgan Stanley | 122,687 | $1.50M | 0.00% | +62,185+102.8% | Added |
| D.A. Davidson & Co. | 107,278 | $1.31M | 0.01% | −4,103−3.7% | Reduced |
| Davenport & Co LLC | 100,675 | $1.23M | 0.01% | +22,450+28.7% | Added |
| Forest Hill Capital, LLC | 100,000 | $1.22M | 0.53% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 99,590 | $1.22M | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 93,353 | $1.14M | 0.00% | +79,409+569.5% | Added |
| Diversified Trust Co | 93,100 | $1.14M | 0.04% | 00.0% | Unchanged |
| State Street Corp | 83,150 | $1.02M | 0.00% | +37,318+81.4% | Added |
| Horrell Capital Management, Inc. | 72,714 | $890.0K | 0.28% | +39,184+116.9% | Added |
| Swiss National Bank | 71,000 | $869.0K | 0.00% | −8,800−11.0% | Reduced |
| HRT Financial LP | 63,757 | $780.0K | 0.01% | +63,757 | New |
| Charles Schwab Investment Management Inc | 63,458 | $776.7K | 0.00% | +1,717+2.8% | Added |
| Goldman Sachs Group Inc | 59,177 | $724.3K | 0.00% | +30,873+109.1% | Added |
| Rainey & Randall Investment Management Inc. | 50,000 | $612.0K | 0.20% | +50,000 | New |
| K2 Principal Fund, L.P. | 93,750 | $573.8K | 0.16% | 00.0% | Unchanged |
| LPL Financial LLC | 45,300 | $554.5K | 0.00% | −3,400−7.0% | Reduced |
| Robinson Value Management, Ltd. | 45,000 | $550.8K | 0.42% | 00.0% | Unchanged |
| Advisory Research Inc | 44,623 | $546.2K | 0.09% | +44,623 | New |
| Marshall Wace, LLP | 43,019 | $526.6K | 0.00% | +43,019 | New |
| Jane Street Group, LLC | 38,626 | $472.8K | 0.00% | +38,626 | New |
| Northern Trust Corp | 30,784 | $376.8K | 0.00% | +620+2.1% | Added |
| California State Teachers Retirement System | 28,872 | $353.4K | 0.00% | +178+0.6% | Added |
| Susquehanna International Group, LLP | 28,796 | $352.5K | 0.00% | +3,408+13.4% | Added |
| Credit Suisse AG | 26,004 | $318.3K | 0.00% | +2,336+9.9% | Added |
| Stephens Inc | 25,867 | $316.6K | 0.01% | +4,960+23.7% | Added |
| Bank of America Corp | 23,619 | $289.1K | 0.00% | +13,374+130.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,902 | $268.1K | 0.03% | +21,902 | New |
| Am Investment Strategies LLC | 20,000 | $245.0K | 0.08% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 14,770 | $180.8K | 0.16% | +2,870+24.1% | Added |
| Millennium Management LLC | 13,987 | $171.0K | 0.00% | +13,987 | New |
| Janus Henderson Group PLC | 13,350 | $163.1K | 0.00% | +13,350 | New |
| Diametric Capital, LP | 13,174 | $161.3K | 0.08% | +13,174 | New |
| Verition Fund Management LLC | 12,837 | $157.1K | 0.00% | +12,837 | New |
| Brainard Capital Management LLC | 12,000 | $146.9K | 0.11% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,593 | $141.9K | 0.01% | +11,593 | New |
| Squarepoint Ops LLC | 10,643 | $130.3K | 0.00% | +10,643 | New |
| Legal & General Group Plc | 9,629 | $117.9K | 0.00% | +842+9.6% | Added |
| JPMorgan Chase & Co | 5,170 | $63.0K | 0.00% | +1,400+37.1% | Added |
| Wolverine Asset Management LLC | 4,487 | $54.9K | 0.00% | +1,754+64.2% | Added |
| HHM Wealth Advisors, LLC | 3,500 | $42.8K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,958 | $36.2K | 0.00% | +2,958 | New |
| UBS Group AG | 2,693 | $33.0K | 0.00% | −142−5.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 826 | $10.1K | 0.00% | +3+0.4% | Added |
| GWM Advisors LLC | 518 | $6.34K | 0.00% | −3,127−85.8% | Reduced |
| Wells Fargo & Company | 308 | $3.77K | 0.00% | +216+234.8% | Added |
| Tower Research Capital LLC (TRC) | 240 | $3.00K | 0.00% | −435−64.4% | Reduced |
| Simplex Trading, LLC | 1 | $0 | 0.00% | −20,908−100.0% | Reduced |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,351−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −110−100.0% | Sold out |