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, Q4 2023
Institutional positions in Westrock Coffee Co as of Dec 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
- 89
- +9 vs. Q3 2023
- Shares held
- 35.5M
- +3.89M (+12.3%) vs. Q3 2023
- Total value
- $363.0M
- +$82.5M (+29.4%) vs. Q3 2023
- New holders
- 15
- 28 more added
- Sold out
- 6
- 30 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Group, LLC | 8,292,697 | $84.7M | 35.35% | −117,397−1.4% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,506,996 | $56.2M | 2.16% | −85,581−1.5% | Reduced |
| Silverleafe Capital Partners, LLC | 4,053,466 | $41.4M | 19.56% | −82,000−2.0% | Reduced |
| NFC Investments, LLC | 3,468,708 | $35.4M | 10.95% | +3,468,708 | New |
| Vanguard Group Inc | 2,060,239 | $21.0M | 0.00% | +733,081+55.2% | Added |
| BlackRock Inc. | 1,928,567 | $19.7M | 0.00% | +120,397+6.7% | Added |
| Brown Brothers Harriman & Co | 1,876,688 | $19.2M | 0.16% | 00.0% | Unchanged |
| FMR LLC | 1,799,365 | $18.4M | 0.00% | +159,111+9.7% | Added |
| Goldman Sachs Group Inc | 1,121,104 | $11.4M | 0.00% | −466,831−29.4% | Reduced |
| Geode Capital Management, LLC | 662,016 | $6.76M | 0.00% | +31,520+5.0% | Added |
| State Street Corp | 599,755 | $6.12M | 0.00% | +159,440+36.2% | Added |
| HighTower Advisors, LLC | 388,640 | $3.97M | 0.01% | −7,807−2.0% | Reduced |
| Northern Trust Corp | 265,257 | $2.71M | 0.00% | +8,950+3.5% | Added |
| BancorpSouth Bank | 250,000 | $2.55M | 0.21% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 243,650 | $2.49M | 0.03% | +500+0.2% | Added |
| Charles Schwab Investment Management Inc | 236,524 | $2.41M | 0.00% | +10,604+4.7% | Added |
| Raymond James & Associates | 235,642 | $2.41M | 0.00% | −36,902−13.5% | Reduced |
| Morgan Stanley | 235,255 | $2.40M | 0.00% | +18,380+8.5% | Added |
| Principal Street Partners, LLC | 195,800 | $2.00M | 0.48% | −192,894−49.6% | Reduced |
| Davenport & Co LLC | 163,640 | $1.67M | 0.01% | +4,965+3.1% | Added |
| Stephens Inc | 138,532 | $1.41M | 0.02% | +92,000+197.7% | Added |
| Paragon Advisors, LLC | 134,600 | $1.37M | 0.58% | −20,000−12.9% | Reduced |
| Diversified Trust Co | 112,650 | $1.15M | 0.04% | −230.0% | Reduced |
| MAI Capital Management | 103,250 | $1.05M | 0.01% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 100,000 | $1.02M | 0.53% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 96,002 | $980.2K | 0.01% | −5,274−5.2% | Reduced |
| Nuveen Asset Management, LLC | 86,575 | $883.9K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 84,424 | $862.0K | 0.26% | +2,094+2.5% | Added |
| Bank of New York Mellon Corp | 81,617 | $833.3K | 0.00% | −749−0.9% | Reduced |
| Mariner, LLC | 66,182 | $675.7K | 0.00% | +1,903+3.0% | Added |
| Swiss National Bank | 60,800 | $620.8K | 0.00% | +19,200+46.2% | Added |
| LPL Financial LLC | 49,800 | $508.5K | 0.00% | −1,900−3.7% | Reduced |
| Jane Street Group, LLC | 46,494 | $474.7K | 0.00% | +46,494 | New |
| Barclays PLC | 45,194 | $461.4K | 0.00% | +36,617+426.9% | Added |
| Bank of America Corp | 40,014 | $408.5K | 0.00% | +22,976+134.9% | Added |
| Rainey & Randall Investment Management Inc. | 39,547 | $403.8K | 0.10% | −10,453−20.9% | Reduced |
| Vident Advisory, LLC | 38,663 | $394.8K | 0.01% | +38,663 | New |
| Robinson Value Management, Ltd. | 35,000 | $357.4K | 0.23% | −10,000−22.2% | Reduced |
| Moloney Securities Asset Management, LLC | 33,000 | $336.9K | 0.05% | +33,000 | New |
| California State Teachers Retirement System | 32,083 | $327.6K | 0.00% | +9,078+39.5% | Added |
| Rhumbline Advisers | 31,323 | $319.8K | 0.00% | +588+1.9% | Added |
| Red Door Wealth Management, LLC | 25,000 | $255.3K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 25,000 | $255.3K | 0.01% | +25,000 | New |
| Am Investment Strategies LLC | 25,000 | $255.0K | 0.07% | +25,000 | New |
| UBS Group AG | 23,152 | $236.4K | 0.00% | +10,214+78.9% | Added |
| Legal & General Group Plc | 22,315 | $227.8K | 0.00% | +6,273+39.1% | Added |
| Credit Suisse AG | 22,047 | $225.1K | 0.00% | −959−4.2% | Reduced |
| National Asset Management, Inc. | 20,240 | $206.7K | 0.01% | +1,000+5.2% | Added |
| Greenwood Gearhart Inc | 20,000 | $204.2K | 0.02% | +20,000 | New |
| Deutsche Bank AG | 19,341 | $197.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 18,856 | $192.5K | 0.00% | −520−2.7% | Reduced |
| Arvest Trust Co N A | 17,635 | $180.1K | 0.01% | +17,635 | New |
| Legacy Capital Wealth Partners, LLC | 17,523 | $178.9K | 0.05% | +17,523 | New |
| Millennium Capital Advisors, LLC | 17,370 | $177.3K | 0.14% | +550+3.3% | Added |
| MetLife Investment Management | 15,532 | $158.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 14,488 | $147.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 14,119 | $144.2K | 0.00% | −57−0.4% | Reduced |
| Invesco Ltd. | 13,533 | $138.2K | 0.00% | −1,569−10.4% | Reduced |
| Janus Henderson Group PLC | 13,298 | $135.8K | 0.00% | −37−0.3% | Reduced |
| Voya Investment Management LLC | 12,519 | $127.8K | 0.00% | +457+3.8% | Added |
| Pathstone Holdings, LLC | 12,061 | $123.1K | 0.00% | +12,061 | New |
| Simplex Trading, LLC | 11,907 | $121.0K | 0.00% | −18,955−61.4% | Reduced |
| Manufacturers Life Insurance Company, The | 11,483 | $117.2K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,196 | $114.3K | 0.00% | −23,810−68.0% | Reduced |
| Cerity Partners LLC | 11,175 | $114.1K | 0.00% | +11,175 | New |
| Susquehanna International Group, LLP | 10,225 | $104.4K | 0.00% | −64,223−86.3% | Reduced |
| Asset Advisors Investment Management, LLC | 10,000 | $102.1K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,577 | $97.8K | 0.00% | −3,127−24.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,397 | $95.9K | 0.00% | +8,361+807.0% | Added |
| Royal Bank of Canada | 9,278 | $95.0K | 0.00% | +5,604+152.5% | Added |
| New York State Common Retirement Fund | 6,639 | $67.8K | 0.00% | −5,258−44.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,890 | $60.1K | 0.00% | −4,261−42.0% | Reduced |
| Citigroup Inc | 4,124 | $42.1K | 0.00% | +4,077+8,674.5% | Added |
| Amalgamated Bank | 4,021 | $41.0K | 0.00% | −285−6.6% | Reduced |
| Gladius Capital Management LP | 3,664 | $37.4K | 0.02% | +442+13.7% | Added |
| Advisor Group Holdings, Inc. | 3,540 | $36.1K | 0.00% | +1,786+101.8% | Added |
| HHM Wealth Advisors, LLC | 3,500 | $35.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,780 | $28.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,346 | $24.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,280 | $23.3K | 0.00% | −5,853−72.0% | Reduced |
| TD Capital Management LLC | 1,860 | $19.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,610 | $16.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,571 | $16.0K | 0.00% | −30,572−95.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $10.2K | 0.00% | −20,000−95.2% | Reduced |
| Cutler Group LP | 930 | $9.00K | 0.00% | +930 | New |
| Ronald Blue Trust, Inc. | 429 | $4.00K | 0.00% | −477−52.6% | Reduced |
| Russell Investments Group, Ltd. | 389 | $3.97K | 0.00% | +389 | New |
| EverSource Wealth Advisors, LLC | 106 | $1.08K | 0.00% | +106 | New |
| Covestor Ltd | 11 | $0 | 0.00% | +11 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −35,319−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,650−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,262−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,011−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |