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, Q2 2023
Institutional positions in Westrock Coffee Co as of Jun 30, 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
- 75
- +18 vs. Q1 2023
- Shares held
- 27.5M
- +4.99M (+22.1%) vs. Q1 2023
- Total value
- $298.8M
- +$23.5M (+8.5%) vs. Q1 2023
- New holders
- 27
- 27 more added
- Sold out
- 9
- 12 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Group, LLC | 8,512,978 | $92.5M | 38.07% | −71,925−0.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,264,854 | $57.2M | 2.02% | −1,528,930−22.5% | Reduced |
| NFC Investments, LLC | 3,105,856 | $33.8M | 11.11% | +440,867+16.5% | Added |
| Goldman Sachs Group Inc | 1,621,112 | $17.6M | 0.00% | +1,561,935+2,639.4% | Added |
| BlackRock Inc. | 1,555,921 | $16.9M | 0.00% | +1,302,649+514.3% | Added |
| Vanguard Group Inc | 1,517,992 | $16.5M | 0.00% | +1,323,993+682.5% | Added |
| FMR LLC | 1,261,388 | $13.7M | 0.00% | +33,845+2.8% | Added |
| Geode Capital Management, LLC | 441,255 | $4.80M | 0.00% | +286,348+184.9% | Added |
| State Street Corp | 399,630 | $4.34M | 0.00% | +316,480+380.6% | Added |
| HighTower Advisors, LLC | 396,447 | $4.31M | 0.01% | −19,796−4.8% | Reduced |
| Morgan Stanley | 338,661 | $3.68M | 0.00% | +215,974+176.0% | Added |
| Gamco Investors, Inc. Et Al | 257,250 | $2.80M | 0.03% | +257,250 | New |
| BancorpSouth Bank | 250,000 | $2.72M | 0.24% | +7,354+3.0% | Added |
| Northern Trust Corp | 224,621 | $2.44M | 0.00% | +193,837+629.7% | Added |
| Principal Street Partners, LLC | 194,347 | $2.11M | 0.50% | +194,347 | New |
| Paragon Advisors, LLC | 186,584 | $2.03M | 0.66% | −5,000−2.6% | Reduced |
| Raymond James & Associates | 160,290 | $1.74M | 0.00% | +66,937+71.7% | Added |
| Charles Schwab Investment Management Inc | 128,687 | $1.40M | 0.00% | +65,229+102.8% | Added |
| Davenport & Co LLC | 122,125 | $1.33M | 0.01% | +21,450+21.3% | Added |
| D.A. Davidson & Co. | 104,081 | $1.13M | 0.01% | −3,197−3.0% | Reduced |
| MAI Capital Management | 103,250 | $1.12M | 0.02% | +103,250 | New |
| Forest Hill Capital, LLC | 100,000 | $1.09M | 0.52% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 98,490 | $1.07M | 0.01% | −1,100−1.1% | Reduced |
| Diversified Trust Co | 93,100 | $1.01M | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 86,575 | $941.1K | 0.00% | +86,575 | New |
| Horrell Capital Management, Inc. | 75,718 | $823.0K | 0.25% | +3,004+4.1% | Added |
| Bank of New York Mellon Corp | 71,144 | $773.3K | 0.00% | +71,144 | New |
| LPL Financial LLC | 53,300 | $579.4K | 0.00% | +8,000+17.7% | Added |
| Rainey & Randall Investment Management Inc. | 50,000 | $543.5K | 0.16% | 00.0% | Unchanged |
| Swiss National Bank | 49,400 | $537.0K | 0.00% | −21,600−30.4% | Reduced |
| K2 Principal Fund, L.P. | 93,750 | $509.5K | 0.16% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 45,000 | $489.1K | 0.35% | 00.0% | Unchanged |
| Marshall Wace, LLP | 42,685 | $464.0K | 0.00% | −334−0.8% | Reduced |
| TownSquare Capital, LLC | 39,131 | $425.4K | 0.01% | +39,131 | New |
| Stephens Inc | 37,642 | $409.2K | 0.01% | +11,775+45.5% | Added |
| California State Teachers Retirement System | 29,398 | $319.6K | 0.00% | +526+1.8% | Added |
| Rhumbline Advisers | 28,792 | $313.0K | 0.00% | +28,792 | New |
| Credit Suisse AG | 26,477 | $287.8K | 0.00% | +473+1.8% | Added |
| Red Door Wealth Management, LLC | 25,000 | $271.8K | 0.06% | +25,000 | New |
| JPMorgan Chase & Co | 22,203 | $241.3K | 0.00% | +17,033+329.5% | Added |
| Jane Street Group, LLC | 21,899 | $238.0K | 0.00% | −16,727−43.3% | Reduced |
| Am Investment Strategies LLC | 20,000 | $217.0K | 0.07% | 00.0% | Unchanged |
| Legal & General Group Plc | 19,672 | $213.8K | 0.00% | +10,043+104.3% | Added |
| UBS Group AG | 19,081 | $207.4K | 0.00% | +16,388+608.5% | Added |
| Deutsche Bank AG | 16,720 | $181.7K | 0.00% | +13,762+465.2% | Added |
| MetLife Investment Management | 15,532 | $168.8K | 0.00% | +15,532 | New |
| Invesco Ltd. | 15,512 | $168.6K | 0.00% | +15,512 | New |
| Millennium Capital Advisors, LLC | 14,920 | $162.2K | 0.13% | +150+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,488 | $157.5K | 0.00% | +14,488 | New |
| American International Group, Inc. | 13,673 | $148.6K | 0.00% | +13,673 | New |
| Janus Henderson Group PLC | 13,263 | $144.1K | 0.00% | −87−0.7% | Reduced |
| Wells Fargo & Company | 12,982 | $141.1K | 0.00% | +12,674+4,114.9% | Added |
| Voya Investment Management LLC | 12,062 | $131.1K | 0.00% | +12,062 | New |
| Pathstone Family Office, LLC | 12,000 | $130.4K | 0.00% | +12,000 | New |
| New York State Common Retirement Fund | 11,600 | $126.1K | 0.00% | +11,600 | New |
| Manufacturers Life Insurance Company, The | 11,034 | $119.9K | 0.00% | +11,034 | New |
| Wolverine Asset Management LLC | 10,639 | $115.6K | 0.00% | +6,152+137.1% | Added |
| Belvedere Trading LLC | 9,853 | $107.1K | 0.03% | +9,853 | New |
| Barclays PLC | 9,748 | $106.0K | 0.00% | +9,748 | New |
| Citigroup Inc | 9,137 | $99.3K | 0.00% | +8,311+1,006.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,133 | $88.4K | 0.00% | +8,133 | New |
| Bank of America Corp | 4,913 | $53.4K | 0.00% | −18,706−79.2% | Reduced |
| Cutler Group LP | 4,704 | $51.0K | 0.01% | +4,704 | New |
| Amalgamated Bank | 4,306 | $47.0K | 0.00% | +4,306 | New |
| HHM Wealth Advisors, LLC | 3,500 | $38.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,346 | $25.5K | 0.00% | +2,346 | New |
| Royal Bank of Canada | 2,031 | $22.0K | 0.00% | +2,031 | New |
| Advisor Group Holdings, Inc. | 1,700 | $18.5K | 0.00% | +1,700 | New |
| Metropolitan Life Insurance Co | 1,610 | $17.5K | 0.00% | +1,610 | New |
| Tower Research Capital LLC (TRC) | 1,085 | $11.8K | 0.00% | +845+352.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 280 | $3.04K | 0.00% | −238−45.9% | Reduced |
| Nisa Investment Advisors, LLC | 30 | $326 | 0.00% | +30 | New |
| Russell Investments Group, Ltd. | 22 | $239 | 0.00% | +22 | New |
| Simplex Trading, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −63,757−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −44,623−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,796−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,902−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,987−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −13,174−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,837−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,593−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,643−100.0% | Sold out |
| Brainard Capital Management LLC | – | – | – | – | Not filed |