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 | 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, 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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 20 | $177 | 0.00% | −10−33.3% | Reduced |
| Citigroup Inc | 47 | $416 | 0.00% | −9,090−99.5% | Reduced |
| Carmel Capital Partners, LLC | 80 | $709 | 0.00% | +80 | New |
| Tower Research Capital LLC (TRC) | 1,036 | $9.18K | 0.00% | −49−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 906 | $10.0K | 0.00% | +906 | New |
| Metropolitan Life Insurance Co | 1,610 | $14.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,754 | $15.5K | 0.00% | +54+3.2% | Added |
| TD Capital Management LLC | 1,860 | $16.5K | 0.00% | +1,860 | New |
| Ameritas Investment Partners, Inc. | 2,346 | $20.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,780 | $24.6K | 0.00% | +2,780 | New |
| Gladius Capital Management LP | 3,222 | $28.5K | 0.01% | +3,222 | New |
| HHM Wealth Advisors, LLC | 3,500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,674 | $33.0K | 0.00% | +1,643+80.9% | Added |
| Amalgamated Bank | 4,306 | $38.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,133 | $72.1K | 0.00% | −2,506−23.6% | Reduced |
| Barclays PLC | 8,577 | $76.0K | 0.00% | −1,171−12.0% | Reduced |
| Asset Advisors Investment Management, LLC | 10,000 | $88.6K | 0.01% | +10,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,151 | $89.9K | 0.00% | +2,018+24.8% | Added |
| Panagora Asset Management Inc | 11,011 | $97.6K | 0.00% | +11,011 | New |
| Manufacturers Life Insurance Company, The | 11,483 | $101.7K | 0.00% | +449+4.1% | Added |
| New York State Common Retirement Fund | 11,897 | $105.4K | 0.00% | +297+2.6% | Added |
| Pathstone Family Office, LLC | 12,000 | $106.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,062 | $106.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,704 | $112.6K | 0.00% | −278−2.1% | Reduced |
| UBS Group AG | 12,938 | $114.6K | 0.00% | −6,143−32.2% | Reduced |
| Marshall Wace, LLP | 13,262 | $117.5K | 0.00% | −29,423−68.9% | Reduced |
| Janus Henderson Group PLC | 13,335 | $118.1K | 0.00% | +72+0.5% | Added |
| American International Group, Inc. | 14,176 | $125.6K | 0.00% | +503+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,488 | $128.4K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 15,102 | $133.8K | 0.00% | −410−2.6% | Reduced |
| MetLife Investment Management | 15,532 | $137.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 16,042 | $142.1K | 0.00% | −3,630−18.5% | Reduced |
| Millennium Capital Advisors, LLC | 16,820 | $149.0K | 0.13% | +1,900+12.7% | Added |
| Bank of America Corp | 17,038 | $151.0K | 0.00% | +12,125+246.8% | Added |
| Squarepoint Ops LLC | 18,650 | $165.2K | 0.00% | +18,650 | New |
| National Asset Management, Inc. | 19,240 | $170.5K | 0.00% | +19,240 | New |
| Deutsche Bank AG | 19,341 | $171.4K | 0.00% | +2,621+15.7% | Added |
| JPMorgan Chase & Co | 19,376 | $171.7K | 0.00% | −2,827−12.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,000 | $186.1K | 0.00% | +20,000+2,000.0% | Added |
| California State Teachers Retirement System | 23,005 | $203.8K | 0.00% | −6,393−21.7% | Reduced |
| Credit Suisse AG | 23,006 | $203.8K | 0.00% | −3,471−13.1% | Reduced |
| Red Door Wealth Management, LLC | 25,000 | $221.5K | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 30,735 | $272.3K | 0.00% | +1,943+6.7% | Added |
| Simplex Trading, LLC | 30,862 | $273.0K | 0.01% | +30,861+3,086,100.0% | Added |
| Group One Trading, L.P. | 32,143 | $284.8K | 0.01% | +32,143 | New |
| TownSquare Capital, LLC | 35,006 | $310.2K | 0.01% | −4,125−10.5% | Reduced |
| Citadel Advisors LLC | 35,319 | $312.9K | 0.00% | +35,319 | New |
| Swiss National Bank | 41,600 | $368.6K | 0.00% | −7,800−15.8% | Reduced |
| Robinson Value Management, Ltd. | 45,000 | $398.7K | 0.30% | 00.0% | Unchanged |
| Stephens Inc | 46,532 | $412.3K | 0.01% | +8,890+23.6% | Added |
| Rainey & Randall Investment Management Inc. | 50,000 | $443.0K | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 51,700 | $458.1K | 0.00% | −1,600−3.0% | Reduced |
| Mariner, LLC | 64,279 | $569.5K | 0.00% | +64,279 | New |
| Susquehanna International Group, LLP | 74,448 | $659.6K | 0.00% | +74,448 | New |
| Horrell Capital Management, Inc. | 82,330 | $729.0K | 0.24% | +6,612+8.7% | Added |
| Bank of New York Mellon Corp | 82,366 | $729.8K | 0.00% | +11,222+15.8% | Added |
| Nuveen Asset Management, LLC | 86,575 | $767.1K | 0.00% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 100,000 | $886.0K | 0.46% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 101,276 | $897.3K | 0.01% | −2,805−2.7% | Reduced |
| MAI Capital Management | 103,250 | $914.8K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 112,673 | $998.3K | 0.04% | +19,573+21.0% | Added |
| Paragon Advisors, LLC | 154,600 | $1.37M | 0.57% | −31,984−17.1% | Reduced |
| Davenport & Co LLC | 158,675 | $1.41M | 0.01% | +36,550+29.9% | Added |
| Morgan Stanley | 216,875 | $1.92M | 0.00% | −121,786−36.0% | Reduced |
| Charles Schwab Investment Management Inc | 225,920 | $2.00M | 0.00% | +97,233+75.6% | Added |
| Gamco Investors, Inc. Et Al | 243,150 | $2.15M | 0.02% | −14,100−5.5% | Reduced |
| BancorpSouth Bank | 250,000 | $2.21M | 0.19% | 00.0% | Unchanged |
| Northern Trust Corp | 256,307 | $2.27M | 0.00% | +31,686+14.1% | Added |
| Raymond James & Associates | 272,544 | $2.41M | 0.00% | +112,254+70.0% | Added |
| Principal Street Partners, LLC | 388,694 | $3.44M | 0.68% | +194,347+100.0% | Added |
| HighTower Advisors, LLC | 396,447 | $3.51M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 440,315 | $3.90M | 0.00% | +40,685+10.2% | Added |
| Geode Capital Management, LLC | 630,496 | $5.59M | 0.00% | +189,241+42.9% | Added |
| Vanguard Group Inc | 1,327,158 | $11.8M | 0.00% | −190,834−12.6% | Reduced |
| Goldman Sachs Group Inc | 1,587,935 | $14.1M | 0.00% | −33,177−2.0% | Reduced |
| FMR LLC | 1,640,254 | $14.5M | 0.00% | +378,866+30.0% | Added |
| BlackRock Inc. | 1,808,170 | $16.0M | 0.00% | +252,249+16.2% | Added |
| Brown Brothers Harriman & Co | 1,876,688 | $16.6M | 0.15% | +1,876,688 | New |
| Silverleafe Capital Partners, LLC | 4,135,466 | $36.6M | 18.73% | +4,135,466 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,592,577 | $49.6M | 1.84% | +327,723+6.2% | Added |
| Stephens Group, LLC | 8,410,094 | $74.5M | 33.69% | −102,884−1.2% | 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 |