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