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, Q1 2024
Institutional positions in Westrock Coffee Co as of Mar 31, 2024. 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
- 90
- +1 vs. Q4 2023
- Shares held
- 35.8M
- +212.1K (+0.6%) vs. Q4 2023
- Total value
- $369.4M
- +$6.46M (+1.8%) vs. Q4 2023
- New holders
- 15
- 22 more added
- Sold out
- 14
- 27 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Group, LLC | 8,292,697 | $85.7M | 34.15% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,506,996 | $56.9M | 2.19% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 4,053,497 | $41.9M | 16.75% | +310.0% | Added |
| NFC Investments, LLC | 3,449,347 | $35.6M | 10.25% | −19,361−0.6% | Reduced |
| Vanguard Group Inc | 2,538,327 | $26.2M | 0.00% | +478,088+23.2% | Added |
| Brown Brothers Harriman & Co | 1,876,688 | $19.4M | 0.15% | 00.0% | Unchanged |
| BlackRock Inc. | 1,865,207 | $19.3M | 0.00% | −63,360−3.3% | Reduced |
| FMR LLC | 1,799,429 | $18.6M | 0.00% | +640.0% | Added |
| Goldman Sachs Group Inc | 843,369 | $8.71M | 0.00% | −277,735−24.8% | Reduced |
| Geode Capital Management, LLC | 677,065 | $6.99M | 0.00% | +15,049+2.3% | Added |
| State Street Corp | 629,353 | $6.50M | 0.00% | +29,598+4.9% | Added |
| Knott David M Jr | 473,597 | $4.89M | 1.73% | +473,597 | New |
| Northern Trust Corp | 265,209 | $2.74M | 0.00% | −480.0% | Reduced |
| Raymond James & Associates | 263,654 | $2.72M | 0.00% | +28,012+11.9% | Added |
| Gamco Investors, Inc. Et Al | 256,650 | $2.65M | 0.03% | +13,000+5.3% | Added |
| BancorpSouth Bank | 250,000 | $2.58M | 0.19% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 233,057 | $2.41M | 0.00% | −3,467−1.5% | Reduced |
| HighTower Advisors, LLC | 215,676 | $2.23M | 0.00% | −172,964−44.5% | Reduced |
| Principal Street Partners, LLC | 195,880 | $2.06M | 0.39% | +800.0% | Added |
| Davenport & Co LLC | 147,065 | $1.52M | 0.01% | −16,575−10.1% | Reduced |
| Stephens Inc | 144,417 | $1.49M | 0.02% | +5,885+4.2% | Added |
| Morgan Stanley | 134,658 | $1.39M | 0.00% | −100,597−42.8% | Reduced |
| Paragon Advisors, LLC | 120,866 | $1.25M | 0.50% | −13,734−10.2% | Reduced |
| Diversified Trust Co | 112,650 | $1.16M | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 103,250 | $1.07M | 0.01% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 100,000 | $1.03M | 0.89% | 00.0% | Unchanged |
| Mariner, LLC | 90,650 | $936.4K | 0.00% | +24,468+37.0% | Added |
| Nuveen Asset Management, LLC | 86,575 | $894.3K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 86,571 | $894.0K | 0.25% | +2,147+2.5% | Added |
| Bank of New York Mellon Corp | 73,600 | $760.3K | 0.00% | −8,017−9.8% | Reduced |
| Swiss National Bank | 60,800 | $628.1K | 0.00% | 00.0% | Unchanged |
| Marathon Capital Management | 59,825 | $618.0K | 0.15% | +59,825 | New |
| Vident Advisory, LLC | 44,541 | $460.1K | 0.01% | +5,878+15.2% | Added |
| Robinson Value Management, Ltd. | 35,000 | $361.6K | 0.24% | 00.0% | Unchanged |
| UBS Group AG | 32,504 | $335.8K | 0.00% | +9,352+40.4% | Added |
| Rhumbline Advisers | 32,188 | $332.5K | 0.00% | +865+2.8% | Added |
| Legal & General Group Plc | 31,727 | $327.7K | 0.00% | +9,412+42.2% | Added |
| California State Teachers Retirement System | 30,529 | $315.4K | 0.00% | −1,554−4.8% | Reduced |
| Greenwood Gearhart Inc | 27,253 | $281.5K | 0.03% | +7,253+36.3% | Added |
| American Century Companies Inc | 26,486 | $273.6K | 0.00% | +26,486 | New |
| Barclays PLC | 26,319 | $271.9K | 0.00% | −18,875−41.8% | Reduced |
| Signaturefd, LLC | 25,000 | $258.3K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 25,000 | $258.3K | 0.05% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 25,000 | $258.0K | 0.07% | 00.0% | Unchanged |
| Credit Suisse AG | 23,553 | $243.3K | 0.00% | +1,506+6.8% | Added |
| Bank of America Corp | 22,926 | $236.8K | 0.00% | −17,088−42.7% | Reduced |
| Brinker Capital Investments, LLC | 18,698 | $193.2K | 0.00% | +18,698 | New |
| Orion Portfolio Solutions, LLC | 18,698 | $193.2K | 0.00% | +18,698 | New |
| Deutsche Bank AG | 18,486 | $191.0K | 0.00% | −855−4.4% | Reduced |
| Susquehanna International Group, LLP | 18,002 | $186.0K | 0.00% | +7,777+76.1% | Added |
| Arvest Trust Co N A | 17,635 | $182.2K | 0.01% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 17,195 | $177.6K | 0.13% | −175−1.0% | Reduced |
| National Asset Management, Inc. | 19,240 | $170.5K | 0.00% | −1,000−4.9% | Reduced |
| Jane Street Group, LLC | 15,873 | $164.0K | 0.00% | −30,621−65.9% | Reduced |
| MetLife Investment Management | 15,532 | $160.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 14,000 | $144.6K | 0.00% | −119−0.8% | Reduced |
| Invesco Ltd. | 13,386 | $138.3K | 0.00% | −147−1.1% | Reduced |
| Janus Henderson Group PLC | 13,288 | $137.2K | 0.00% | −10−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 12,980 | $134.1K | 0.00% | +1,497+13.0% | Added |
| Pathstone Holdings, LLC | 12,061 | $124.6K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,580 | $119.5K | 0.00% | +405+3.6% | Added |
| JPMorgan Chase & Co | 11,516 | $119.0K | 0.00% | −7,340−38.9% | Reduced |
| Virtu Financial LLC | 11,321 | $117.0K | 0.01% | +11,321 | New |
| Options Solutions, LLC | 10,219 | $105.6K | 0.06% | +10,219 | New |
| Alliancebernstein L.P. | 10,070 | $104.0K | 0.00% | +10,070 | New |
| Asset Advisors Investment Management, LLC | 10,000 | $103.3K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,001 | $93.0K | 0.00% | −576−6.0% | Reduced |
| New York State Common Retirement Fund | 6,639 | $68.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,890 | $60.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,688 | $48.4K | 0.00% | +564+13.7% | Added |
| Hexagon Capital Partners LLC | 4,000 | $41.3K | 0.01% | +4,000 | New |
| HHM Wealth Advisors, LLC | 3,500 | $36.2K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,417 | $36.0K | 0.00% | −5,861−63.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,500 | $25.8K | 0.01% | +2,500 | New |
| Quest Partners LLC | 2,466 | $25.5K | 0.00% | +2,466 | New |
| Ameritas Investment Partners, Inc. | 2,346 | $24.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,280 | $23.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,076 | $21.1K | 0.00% | +1,970+1,858.5% | Added |
| TD Capital Management LLC | 1,860 | $19.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,645 | $17.0K | 0.00% | −1,895−53.5% | Reduced |
| Metropolitan Life Insurance Co | 1,610 | $16.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 958 | $10.0K | 0.00% | −3,063−76.2% | Reduced |
| Quantbot Technologies LP | 562 | $5.80K | 0.00% | +562 | New |
| Tower Research Capital LLC (TRC) | 363 | $3.75K | 0.00% | −9,034−96.1% | Reduced |
| Citadel Advisors LLC | 281 | $2.90K | 0.00% | +281 | New |
| Russell Investments Group, Ltd. | 153 | $1.58K | 0.00% | −236−60.7% | Reduced |
| CWM, LLC | 105 | $1.00K | 0.00% | +105 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $41 | 0.00% | +4 | New |
| Covestor Ltd | 11 | $0 | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −96,002−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −49,800−100.0% | Sold out |
| Rainey & Randall Investment Management Inc. | 0 | $0 | 0.00% | −39,547−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −17,523−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −14,488−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −12,519−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,907−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,196−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −3,664−100.0% | Sold out |