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, Q3 2023
Institutional positions in Westrock Coffee Co as of Sep 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
- 81
- +7 vs. Q2 2023
- Shares held
- 31.7M
- +7.24M (+29.6%) vs. Q2 2023
- Total value
- $280.6M
- +$15.6M (+5.9%) vs. Q2 2023
- New holders
- 15
- 27 more added
- Sold out
- 8
- 23 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 126 | $196.8M |
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Group, LLC | 8,410,094 | $74.5M | 33.69% | −102,884−1.2% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,592,577 | $49.6M | 1.84% | +327,723+6.2% | Added |
| Silverleafe Capital Partners, LLC | 4,135,466 | $36.6M | 18.73% | +4,135,466 | New |
| Brown Brothers Harriman & Co | 1,876,688 | $16.6M | 0.15% | +1,876,688 | New |
| BlackRock Inc. | 1,808,170 | $16.0M | 0.00% | +252,249+16.2% | Added |
| FMR LLC | 1,640,254 | $14.5M | 0.00% | +378,866+30.0% | Added |
| Goldman Sachs Group Inc | 1,587,935 | $14.1M | 0.00% | −33,177−2.0% | Reduced |
| Vanguard Group Inc | 1,327,158 | $11.8M | 0.00% | −190,834−12.6% | Reduced |
| Geode Capital Management, LLC | 630,496 | $5.59M | 0.00% | +189,241+42.9% | Added |
| State Street Corp | 440,315 | $3.90M | 0.00% | +40,685+10.2% | Added |
| HighTower Advisors, LLC | 396,447 | $3.51M | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 388,694 | $3.44M | 0.68% | +194,347+100.0% | Added |
| Raymond James & Associates | 272,544 | $2.41M | 0.00% | +112,254+70.0% | Added |
| Northern Trust Corp | 256,307 | $2.27M | 0.00% | +31,686+14.1% | Added |
| BancorpSouth Bank | 250,000 | $2.21M | 0.19% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 243,150 | $2.15M | 0.02% | −14,100−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 225,920 | $2.00M | 0.00% | +97,233+75.6% | Added |
| Morgan Stanley | 216,875 | $1.92M | 0.00% | −121,786−36.0% | Reduced |
| Davenport & Co LLC | 158,675 | $1.41M | 0.01% | +36,550+29.9% | Added |
| Paragon Advisors, LLC | 154,600 | $1.37M | 0.57% | −31,984−17.1% | Reduced |
| Diversified Trust Co | 112,673 | $998.3K | 0.04% | +19,573+21.0% | Added |
| MAI Capital Management | 103,250 | $914.8K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 101,276 | $897.3K | 0.01% | −2,805−2.7% | Reduced |
| Forest Hill Capital, LLC | 100,000 | $886.0K | 0.46% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 86,575 | $767.1K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 82,366 | $729.8K | 0.00% | +11,222+15.8% | Added |
| Horrell Capital Management, Inc. | 82,330 | $729.0K | 0.24% | +6,612+8.7% | Added |
| Susquehanna International Group, LLP | 74,448 | $659.6K | 0.00% | +74,448 | New |
| Mariner, LLC | 64,279 | $569.5K | 0.00% | +64,279 | New |
| LPL Financial LLC | 51,700 | $458.1K | 0.00% | −1,600−3.0% | Reduced |
| Rainey & Randall Investment Management Inc. | 50,000 | $443.0K | 0.13% | 00.0% | Unchanged |
| Stephens Inc | 46,532 | $412.3K | 0.01% | +8,890+23.6% | Added |
| Robinson Value Management, Ltd. | 45,000 | $398.7K | 0.30% | 00.0% | Unchanged |
| Swiss National Bank | 41,600 | $368.6K | 0.00% | −7,800−15.8% | Reduced |
| Citadel Advisors LLC | 35,319 | $312.9K | 0.00% | +35,319 | New |
| TownSquare Capital, LLC | 35,006 | $310.2K | 0.01% | −4,125−10.5% | Reduced |
| Group One Trading, L.P. | 32,143 | $284.8K | 0.01% | +32,143 | New |
| Simplex Trading, LLC | 30,862 | $273.0K | 0.01% | +30,861+3,086,100.0% | Added |
| Rhumbline Advisers | 30,735 | $272.3K | 0.00% | +1,943+6.7% | Added |
| Red Door Wealth Management, LLC | 25,000 | $221.5K | 0.06% | 00.0% | Unchanged |
| Credit Suisse AG | 23,006 | $203.8K | 0.00% | −3,471−13.1% | Reduced |
| California State Teachers Retirement System | 23,005 | $203.8K | 0.00% | −6,393−21.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,000 | $186.1K | 0.00% | +20,000+2,000.0% | Added |
| JPMorgan Chase & Co | 19,376 | $171.7K | 0.00% | −2,827−12.7% | Reduced |
| Deutsche Bank AG | 19,341 | $171.4K | 0.00% | +2,621+15.7% | Added |
| National Asset Management, Inc. | 19,240 | $170.5K | 0.00% | +19,240 | New |
| Squarepoint Ops LLC | 18,650 | $165.2K | 0.00% | +18,650 | New |
| Bank of America Corp | 17,038 | $151.0K | 0.00% | +12,125+246.8% | Added |
| Millennium Capital Advisors, LLC | 16,820 | $149.0K | 0.13% | +1,900+12.7% | Added |
| Legal & General Group Plc | 16,042 | $142.1K | 0.00% | −3,630−18.5% | Reduced |
| MetLife Investment Management | 15,532 | $137.6K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 15,102 | $133.8K | 0.00% | −410−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,488 | $128.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 14,176 | $125.6K | 0.00% | +503+3.7% | Added |
| Janus Henderson Group PLC | 13,335 | $118.1K | 0.00% | +72+0.5% | Added |
| Marshall Wace, LLP | 13,262 | $117.5K | 0.00% | −29,423−68.9% | Reduced |
| UBS Group AG | 12,938 | $114.6K | 0.00% | −6,143−32.2% | Reduced |
| Wells Fargo & Company | 12,704 | $112.6K | 0.00% | −278−2.1% | Reduced |
| Voya Investment Management LLC | 12,062 | $106.9K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 12,000 | $106.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,897 | $105.4K | 0.00% | +297+2.6% | Added |
| Manufacturers Life Insurance Company, The | 11,483 | $101.7K | 0.00% | +449+4.1% | Added |
| Panagora Asset Management Inc | 11,011 | $97.6K | 0.00% | +11,011 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,151 | $89.9K | 0.00% | +2,018+24.8% | Added |
| Asset Advisors Investment Management, LLC | 10,000 | $88.6K | 0.01% | +10,000 | New |
| Barclays PLC | 8,577 | $76.0K | 0.00% | −1,171−12.0% | Reduced |
| Wolverine Asset Management LLC | 8,133 | $72.1K | 0.00% | −2,506−23.6% | Reduced |
| Amalgamated Bank | 4,306 | $38.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,674 | $33.0K | 0.00% | +1,643+80.9% | Added |
| HHM Wealth Advisors, LLC | 3,500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 3,222 | $28.5K | 0.01% | +3,222 | New |
| First Horizon Advisors, Inc. | 2,780 | $24.6K | 0.00% | +2,780 | New |
| Ameritas Investment Partners, Inc. | 2,346 | $20.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,860 | $16.5K | 0.00% | +1,860 | New |
| Advisor Group Holdings, Inc. | 1,754 | $15.5K | 0.00% | +54+3.2% | Added |
| Metropolitan Life Insurance Co | 1,610 | $14.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 906 | $10.0K | 0.00% | +906 | New |
| Tower Research Capital LLC (TRC) | 1,036 | $9.18K | 0.00% | −49−4.5% | Reduced |
| Carmel Capital Partners, LLC | 80 | $709 | 0.00% | +80 | New |
| Citigroup Inc | 47 | $416 | 0.00% | −9,090−99.5% | Reduced |
| Nisa Investment Advisors, LLC | 20 | $177 | 0.00% | −10−33.3% | Reduced |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −98,490−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −93,750−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,899−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −9,853−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −4,704−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| NFC Investments, LLC | – | – | – | – | Not filed |