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