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 | $207.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 22 | $239 | 0.00% | +22 | New |
| Nisa Investment Advisors, LLC | 30 | $326 | 0.00% | +30 | New |
| GWM Advisors LLC | 280 | $3.04K | 0.00% | −238−45.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,085 | $11.8K | 0.00% | +845+352.1% | Added |
| Metropolitan Life Insurance Co | 1,610 | $17.5K | 0.00% | +1,610 | New |
| Advisor Group Holdings, Inc. | 1,700 | $18.5K | 0.00% | +1,700 | New |
| Royal Bank of Canada | 2,031 | $22.0K | 0.00% | +2,031 | New |
| Ameritas Investment Partners, Inc. | 2,346 | $25.5K | 0.00% | +2,346 | New |
| HHM Wealth Advisors, LLC | 3,500 | $38.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 4,306 | $47.0K | 0.00% | +4,306 | New |
| Cutler Group LP | 4,704 | $51.0K | 0.01% | +4,704 | New |
| Bank of America Corp | 4,913 | $53.4K | 0.00% | −18,706−79.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,133 | $88.4K | 0.00% | +8,133 | New |
| Citigroup Inc | 9,137 | $99.3K | 0.00% | +8,311+1,006.2% | Added |
| Barclays PLC | 9,748 | $106.0K | 0.00% | +9,748 | New |
| Belvedere Trading LLC | 9,853 | $107.1K | 0.03% | +9,853 | New |
| Wolverine Asset Management LLC | 10,639 | $115.6K | 0.00% | +6,152+137.1% | Added |
| Manufacturers Life Insurance Company, The | 11,034 | $119.9K | 0.00% | +11,034 | New |
| New York State Common Retirement Fund | 11,600 | $126.1K | 0.00% | +11,600 | New |
| Pathstone Family Office, LLC | 12,000 | $130.4K | 0.00% | +12,000 | New |
| Voya Investment Management LLC | 12,062 | $131.1K | 0.00% | +12,062 | New |
| Wells Fargo & Company | 12,982 | $141.1K | 0.00% | +12,674+4,114.9% | Added |
| Janus Henderson Group PLC | 13,263 | $144.1K | 0.00% | −87−0.7% | Reduced |
| American International Group, Inc. | 13,673 | $148.6K | 0.00% | +13,673 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,488 | $157.5K | 0.00% | +14,488 | New |
| Millennium Capital Advisors, LLC | 14,920 | $162.2K | 0.13% | +150+1.0% | Added |
| Invesco Ltd. | 15,512 | $168.6K | 0.00% | +15,512 | New |
| MetLife Investment Management | 15,532 | $168.8K | 0.00% | +15,532 | New |
| Deutsche Bank AG | 16,720 | $181.7K | 0.00% | +13,762+465.2% | Added |
| UBS Group AG | 19,081 | $207.4K | 0.00% | +16,388+608.5% | Added |
| Legal & General Group Plc | 19,672 | $213.8K | 0.00% | +10,043+104.3% | Added |
| Am Investment Strategies LLC | 20,000 | $217.0K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,899 | $238.0K | 0.00% | −16,727−43.3% | Reduced |
| JPMorgan Chase & Co | 22,203 | $241.3K | 0.00% | +17,033+329.5% | Added |
| Red Door Wealth Management, LLC | 25,000 | $271.8K | 0.06% | +25,000 | New |
| Credit Suisse AG | 26,477 | $287.8K | 0.00% | +473+1.8% | Added |
| Rhumbline Advisers | 28,792 | $313.0K | 0.00% | +28,792 | New |
| California State Teachers Retirement System | 29,398 | $319.6K | 0.00% | +526+1.8% | Added |
| Stephens Inc | 37,642 | $409.2K | 0.01% | +11,775+45.5% | Added |
| TownSquare Capital, LLC | 39,131 | $425.4K | 0.01% | +39,131 | New |
| Marshall Wace, LLP | 42,685 | $464.0K | 0.00% | −334−0.8% | Reduced |
| Robinson Value Management, Ltd. | 45,000 | $489.1K | 0.35% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 93,750 | $509.5K | 0.16% | 00.0% | Unchanged |
| Swiss National Bank | 49,400 | $537.0K | 0.00% | −21,600−30.4% | Reduced |
| Rainey & Randall Investment Management Inc. | 50,000 | $543.5K | 0.16% | 00.0% | Unchanged |
| LPL Financial LLC | 53,300 | $579.4K | 0.00% | +8,000+17.7% | Added |
| Bank of New York Mellon Corp | 71,144 | $773.3K | 0.00% | +71,144 | New |
| Horrell Capital Management, Inc. | 75,718 | $823.0K | 0.25% | +3,004+4.1% | Added |
| Nuveen Asset Management, LLC | 86,575 | $941.1K | 0.00% | +86,575 | New |
| Diversified Trust Co | 93,100 | $1.01M | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 98,490 | $1.07M | 0.01% | −1,100−1.1% | Reduced |
| Forest Hill Capital, LLC | 100,000 | $1.09M | 0.52% | 00.0% | Unchanged |
| MAI Capital Management | 103,250 | $1.12M | 0.02% | +103,250 | New |
| D.A. Davidson & Co. | 104,081 | $1.13M | 0.01% | −3,197−3.0% | Reduced |
| Davenport & Co LLC | 122,125 | $1.33M | 0.01% | +21,450+21.3% | Added |
| Charles Schwab Investment Management Inc | 128,687 | $1.40M | 0.00% | +65,229+102.8% | Added |
| Raymond James & Associates | 160,290 | $1.74M | 0.00% | +66,937+71.7% | Added |
| Paragon Advisors, LLC | 186,584 | $2.03M | 0.66% | −5,000−2.6% | Reduced |
| Principal Street Partners, LLC | 194,347 | $2.11M | 0.50% | +194,347 | New |
| Northern Trust Corp | 224,621 | $2.44M | 0.00% | +193,837+629.7% | Added |
| BancorpSouth Bank | 250,000 | $2.72M | 0.24% | +7,354+3.0% | Added |
| Gamco Investors, Inc. Et Al | 257,250 | $2.80M | 0.03% | +257,250 | New |
| Morgan Stanley | 338,661 | $3.68M | 0.00% | +215,974+176.0% | Added |
| HighTower Advisors, LLC | 396,447 | $4.31M | 0.01% | −19,796−4.8% | Reduced |
| State Street Corp | 399,630 | $4.34M | 0.00% | +316,480+380.6% | Added |
| Geode Capital Management, LLC | 441,255 | $4.80M | 0.00% | +286,348+184.9% | Added |
| FMR LLC | 1,261,388 | $13.7M | 0.00% | +33,845+2.8% | Added |
| Vanguard Group Inc | 1,517,992 | $16.5M | 0.00% | +1,323,993+682.5% | Added |
| BlackRock Inc. | 1,555,921 | $16.9M | 0.00% | +1,302,649+514.3% | Added |
| Goldman Sachs Group Inc | 1,621,112 | $17.6M | 0.00% | +1,561,935+2,639.4% | Added |
| NFC Investments, LLC | 3,105,856 | $33.8M | 11.11% | +440,867+16.5% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,264,854 | $57.2M | 2.02% | −1,528,930−22.5% | Reduced |
| Stephens Group, LLC | 8,512,978 | $92.5M | 38.07% | −71,925−0.8% | Reduced |
| 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 |