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 | 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | +11 | New |
| EverSource Wealth Advisors, LLC | 106 | $1.08K | 0.00% | +106 | New |
| Russell Investments Group, Ltd. | 389 | $3.97K | 0.00% | +389 | New |
| Ronald Blue Trust, Inc. | 429 | $4.00K | 0.00% | −477−52.6% | Reduced |
| Cutler Group LP | 930 | $9.00K | 0.00% | +930 | New |
| Northwestern Mutual Wealth Management Co | 1,000 | $10.2K | 0.00% | −20,000−95.2% | Reduced |
| Group One Trading, L.P. | 1,571 | $16.0K | 0.00% | −30,572−95.1% | Reduced |
| Metropolitan Life Insurance Co | 1,610 | $16.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,860 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,280 | $23.3K | 0.00% | −5,853−72.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,346 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,780 | $28.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,500 | $35.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,540 | $36.1K | 0.00% | +1,786+101.8% | Added |
| Gladius Capital Management LP | 3,664 | $37.4K | 0.02% | +442+13.7% | Added |
| Amalgamated Bank | 4,021 | $41.0K | 0.00% | −285−6.6% | Reduced |
| Citigroup Inc | 4,124 | $42.1K | 0.00% | +4,077+8,674.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,890 | $60.1K | 0.00% | −4,261−42.0% | Reduced |
| New York State Common Retirement Fund | 6,639 | $67.8K | 0.00% | −5,258−44.2% | Reduced |
| Royal Bank of Canada | 9,278 | $95.0K | 0.00% | +5,604+152.5% | Added |
| Tower Research Capital LLC (TRC) | 9,397 | $95.9K | 0.00% | +8,361+807.0% | Added |
| Wells Fargo & Company | 9,577 | $97.8K | 0.00% | −3,127−24.6% | Reduced |
| Asset Advisors Investment Management, LLC | 10,000 | $102.1K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,225 | $104.4K | 0.00% | −64,223−86.3% | Reduced |
| Cerity Partners LLC | 11,175 | $114.1K | 0.00% | +11,175 | New |
| TownSquare Capital, LLC | 11,196 | $114.3K | 0.00% | −23,810−68.0% | Reduced |
| Manufacturers Life Insurance Company, The | 11,483 | $117.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 11,907 | $121.0K | 0.00% | −18,955−61.4% | Reduced |
| Pathstone Holdings, LLC | 12,061 | $123.1K | 0.00% | +12,061 | New |
| Voya Investment Management LLC | 12,519 | $127.8K | 0.00% | +457+3.8% | Added |
| Janus Henderson Group PLC | 13,298 | $135.8K | 0.00% | −37−0.3% | Reduced |
| Invesco Ltd. | 13,533 | $138.2K | 0.00% | −1,569−10.4% | Reduced |
| American International Group, Inc. | 14,119 | $144.2K | 0.00% | −57−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,488 | $147.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 15,532 | $158.6K | 0.00% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 17,370 | $177.3K | 0.14% | +550+3.3% | Added |
| Legacy Capital Wealth Partners, LLC | 17,523 | $178.9K | 0.05% | +17,523 | New |
| Arvest Trust Co N A | 17,635 | $180.1K | 0.01% | +17,635 | New |
| JPMorgan Chase & Co | 18,856 | $192.5K | 0.00% | −520−2.7% | Reduced |
| Deutsche Bank AG | 19,341 | $197.5K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 20,000 | $204.2K | 0.02% | +20,000 | New |
| National Asset Management, Inc. | 20,240 | $206.7K | 0.01% | +1,000+5.2% | Added |
| Credit Suisse AG | 22,047 | $225.1K | 0.00% | −959−4.2% | Reduced |
| Legal & General Group Plc | 22,315 | $227.8K | 0.00% | +6,273+39.1% | Added |
| UBS Group AG | 23,152 | $236.4K | 0.00% | +10,214+78.9% | Added |
| Am Investment Strategies LLC | 25,000 | $255.0K | 0.07% | +25,000 | New |
| 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 |
| Rhumbline Advisers | 31,323 | $319.8K | 0.00% | +588+1.9% | Added |
| California State Teachers Retirement System | 32,083 | $327.6K | 0.00% | +9,078+39.5% | Added |
| Moloney Securities Asset Management, LLC | 33,000 | $336.9K | 0.05% | +33,000 | New |
| Robinson Value Management, Ltd. | 35,000 | $357.4K | 0.23% | −10,000−22.2% | Reduced |
| Vident Advisory, LLC | 38,663 | $394.8K | 0.01% | +38,663 | New |
| Rainey & Randall Investment Management Inc. | 39,547 | $403.8K | 0.10% | −10,453−20.9% | Reduced |
| Bank of America Corp | 40,014 | $408.5K | 0.00% | +22,976+134.9% | Added |
| Barclays PLC | 45,194 | $461.4K | 0.00% | +36,617+426.9% | Added |
| Jane Street Group, LLC | 46,494 | $474.7K | 0.00% | +46,494 | New |
| LPL Financial LLC | 49,800 | $508.5K | 0.00% | −1,900−3.7% | Reduced |
| Swiss National Bank | 60,800 | $620.8K | 0.00% | +19,200+46.2% | Added |
| Mariner, LLC | 66,182 | $675.7K | 0.00% | +1,903+3.0% | Added |
| Bank of New York Mellon Corp | 81,617 | $833.3K | 0.00% | −749−0.9% | Reduced |
| Horrell Capital Management, Inc. | 84,424 | $862.0K | 0.26% | +2,094+2.5% | Added |
| Nuveen Asset Management, LLC | 86,575 | $883.9K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 96,002 | $980.2K | 0.01% | −5,274−5.2% | Reduced |
| Forest Hill Capital, LLC | 100,000 | $1.02M | 0.53% | 00.0% | Unchanged |
| MAI Capital Management | 103,250 | $1.05M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 112,650 | $1.15M | 0.04% | −230.0% | Reduced |
| Paragon Advisors, LLC | 134,600 | $1.37M | 0.58% | −20,000−12.9% | Reduced |
| Stephens Inc | 138,532 | $1.41M | 0.02% | +92,000+197.7% | Added |
| Davenport & Co LLC | 163,640 | $1.67M | 0.01% | +4,965+3.1% | Added |
| Principal Street Partners, LLC | 195,800 | $2.00M | 0.48% | −192,894−49.6% | Reduced |
| Morgan Stanley | 235,255 | $2.40M | 0.00% | +18,380+8.5% | Added |
| Raymond James & Associates | 235,642 | $2.41M | 0.00% | −36,902−13.5% | Reduced |
| Charles Schwab Investment Management Inc | 236,524 | $2.41M | 0.00% | +10,604+4.7% | Added |
| Gamco Investors, Inc. Et Al | 243,650 | $2.49M | 0.03% | +500+0.2% | Added |
| BancorpSouth Bank | 250,000 | $2.55M | 0.21% | 00.0% | Unchanged |
| Northern Trust Corp | 265,257 | $2.71M | 0.00% | +8,950+3.5% | Added |
| HighTower Advisors, LLC | 388,640 | $3.97M | 0.01% | −7,807−2.0% | Reduced |
| State Street Corp | 599,755 | $6.12M | 0.00% | +159,440+36.2% | Added |
| Geode Capital Management, LLC | 662,016 | $6.76M | 0.00% | +31,520+5.0% | Added |
| Goldman Sachs Group Inc | 1,121,104 | $11.4M | 0.00% | −466,831−29.4% | Reduced |
| FMR LLC | 1,799,365 | $18.4M | 0.00% | +159,111+9.7% | Added |
| Brown Brothers Harriman & Co | 1,876,688 | $19.2M | 0.16% | 00.0% | Unchanged |
| BlackRock Inc. | 1,928,567 | $19.7M | 0.00% | +120,397+6.7% | Added |
| Vanguard Group Inc | 2,060,239 | $21.0M | 0.00% | +733,081+55.2% | Added |
| NFC Investments, LLC | 3,468,708 | $35.4M | 10.95% | +3,468,708 | New |
| Silverleafe Capital Partners, LLC | 4,053,466 | $41.4M | 19.56% | −82,000−2.0% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,506,996 | $56.2M | 2.16% | −85,581−1.5% | Reduced |
| Stephens Group, LLC | 8,292,697 | $84.7M | 35.35% | −117,397−1.4% | Reduced |
| 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 |