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, Q2 2024
Institutional positions in Westrock Coffee Co as of Jun 30, 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
- 106
- +17 vs. Q1 2024
- Shares held
- 35.8M
- +90.5K (+0.3%) vs. Q1 2024
- Total value
- $366.5M
- −$2.65M (−0.7%) vs. Q1 2024
- New holders
- 25
- 39 more added
- Sold out
- 8
- 17 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $207.7M |
| Q4 2025 | 126 | $196.9M |
| Q3 2025 | 129 | $173.0M |
| Q2 2025 | 123 | $214.4M |
| Q1 2025 | 117 | $281.8M |
| Q4 2024 | 120 | $251.0M |
| Q3 2024 | 114 | $249.5M |
| Q2 2024 | 106 | $366.7M |
| Q1 2024 | 90 | $372.3M |
| Q4 2023 | 89 | $365.6M |
| Q3 2023 | 81 | $280.6M |
| Q2 2023 | 75 | $298.8M |
| Q1 2023 | 58 | $290.5M |
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Group, LLC | 8,144,458 | $83.3M | 37.05% | −148,239−1.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,286,671 | $54.1M | 2.36% | −220,325−4.0% | Reduced |
| Silverleafe Capital Partners, LLC | 3,959,597 | $40.5M | 13.97% | −93,900−2.3% | Reduced |
| NFC Investments, LLC | 3,456,047 | $35.4M | 10.14% | +6,700+0.2% | Added |
| Vanguard Group Inc | 2,574,295 | $26.3M | 0.00% | +35,968+1.4% | Added |
| BlackRock Inc. | 2,124,698 | $21.7M | 0.00% | +259,491+13.9% | Added |
| Brown Brothers Harriman & Co | 1,876,688 | $19.2M | 0.14% | 00.0% | Unchanged |
| FMR LLC | 1,799,651 | $18.4M | 0.00% | +2220.0% | Added |
| Goldman Sachs Group Inc | 828,600 | $8.48M | 0.00% | −14,769−1.8% | Reduced |
| Geode Capital Management, LLC | 762,594 | $7.80M | 0.00% | +85,529+12.6% | Added |
| State Street Corp | 636,616 | $6.51M | 0.00% | +7,263+1.2% | Added |
| Raymond James & Associates | 269,174 | $2.75M | 0.00% | +5,520+2.1% | Added |
| Charles Schwab Investment Management Inc | 259,698 | $2.66M | 0.00% | +26,641+11.4% | Added |
| Northern Trust Corp | 255,684 | $2.62M | 0.00% | −9,525−3.6% | Reduced |
| BancorpSouth Bank | 250,000 | $2.56M | 0.19% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 248,200 | $2.54M | 0.03% | −8,450−3.3% | Reduced |
| HighTower Advisors, LLC | 215,676 | $2.21M | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 195,880 | $2.00M | 0.36% | 00.0% | Unchanged |
| Mariner, LLC | 186,463 | $1.91M | 0.00% | +95,813+105.7% | Added |
| Stephens Inc | 150,217 | $1.54M | 0.02% | +5,800+4.0% | Added |
| Davenport & Co LLC | 144,065 | $1.47M | 0.01% | −3,000−2.0% | Reduced |
| Morgan Stanley | 132,220 | $1.35M | 0.00% | −2,438−1.8% | Reduced |
| Diversified Trust Co | 112,650 | $1.15M | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 103,250 | $1.06M | 0.01% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 100,000 | $1.02M | 0.84% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 97,210 | $994.5K | 0.00% | +23,610+32.1% | Added |
| Nuveen Asset Management, LLC | 94,215 | $963.8K | 0.00% | +7,640+8.8% | Added |
| Horrell Capital Management, Inc. | 86,761 | $888.0K | 0.26% | +190+0.2% | Added |
| Citadel Advisors LLC | 81,593 | $834.7K | 0.00% | +81,312+28,936.7% | Added |
| Vident Advisory, LLC | 73,172 | $748.6K | 0.02% | +28,631+64.3% | Added |
| Paragon Advisors, LLC | 60,866 | $622.7K | 0.23% | −60,000−49.6% | Reduced |
| Swiss National Bank | 60,800 | $622.0K | 0.00% | 00.0% | Unchanged |
| Marathon Capital Management | 58,725 | $600.8K | 0.15% | −1,100−1.8% | Reduced |
| Group One Trading, L.P. | 49,623 | $507.6K | 0.02% | +49,623 | New |
| Bank of America Corp | 47,743 | $488.4K | 0.00% | +24,817+108.2% | Added |
| Jane Street Group, LLC | 47,724 | $488.2K | 0.00% | +31,851+200.7% | Added |
| UBS Asset Management Americas Inc | 46,915 | $479.9K | 0.00% | +46,915 | New |
| American Century Companies Inc | 46,615 | $476.9K | 0.00% | +20,129+76.0% | Added |
| Marshall Wace, LLP | 43,280 | $442.8K | 0.00% | +43,280 | New |
| Rhumbline Advisers | 40,517 | $414.5K | 0.00% | +8,329+25.9% | Added |
| Beaconlight Capital, LLC | 37,623 | $384.9K | 0.20% | +37,623 | New |
| Robinson Value Management, Ltd. | 35,000 | $358.1K | 0.25% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 32,779 | $335.3K | 0.00% | +14,081+75.3% | Added |
| Orion Portfolio Solutions, LLC | 32,779 | $335.3K | 0.00% | +14,081+75.3% | Added |
| California State Teachers Retirement System | 30,267 | $309.6K | 0.00% | −262−0.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 29,032 | $297.0K | 0.08% | +29,032 | New |
| Legal & General Group Plc | 28,217 | $288.7K | 0.00% | −3,510−11.1% | Reduced |
| Greenwood Gearhart Inc | 27,253 | $278.8K | 0.03% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 25,000 | $256.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 25,000 | $255.8K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 25,000 | $255.8K | 0.05% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 22,491 | $230.1K | 0.01% | +22,491 | New |
| Simplicity Wealth,LLC | 22,441 | $229.6K | 0.01% | +22,441 | New |
| Alera Investment Advisors, LLC | 22,023 | $225.3K | 0.03% | +22,023 | New |
| UBS Group AG | 21,788 | $222.9K | 0.00% | −10,716−33.0% | Reduced |
| National Asset Management, Inc. | 19,378 | $198.2K | 0.01% | +138+0.7% | Added |
| MetLife Investment Management | 19,062 | $195.0K | 0.00% | +3,530+22.7% | Added |
| Deutsche Bank AG | 18,958 | $193.9K | 0.00% | +472+2.6% | Added |
| Alliancebernstein L.P. | 18,790 | $192.2K | 0.00% | +8,720+86.6% | Added |
| Corebridge Financial, Inc. | 18,228 | $186.5K | 0.00% | +18,228 | New |
| Arvest Trust Co N A | 17,635 | $180.4K | 0.01% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 17,350 | $177.5K | 0.12% | +155+0.9% | Added |
| TownSquare Capital, LLC | 16,282 | $166.6K | 0.00% | +16,282 | New |
| Manufacturers Life Insurance Company, The | 15,050 | $154.0K | 0.00% | +2,070+15.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,643 | $149.8K | 0.00% | +14,643 | New |
| JPMorgan Chase & Co | 14,463 | $148.0K | 0.00% | +2,947+25.6% | Added |
| Invesco Ltd. | 14,191 | $145.2K | 0.00% | +805+6.0% | Added |
| Janus Henderson Group PLC | 13,137 | $134.3K | 0.00% | −151−1.1% | Reduced |
| Voya Investment Management LLC | 12,578 | $128.7K | 0.00% | +12,578 | New |
| Barclays PLC | 12,364 | $126.5K | 0.00% | −13,955−53.0% | Reduced |
| Savant Capital, LLC | 12,102 | $123.8K | 0.00% | +12,102 | New |
| Pathstone Holdings, LLC | 12,061 | $123.4K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,686 | $119.5K | 0.01% | +11,686 | New |
| Catalina Capital Group, LLC | 11,419 | $116.8K | 0.04% | +11,419 | New |
| Wells Fargo & Company | 11,349 | $116.1K | 0.00% | +2,348+26.1% | Added |
| Price T Rowe Associates Inc | 10,830 | $111.0K | 0.00% | +10,830 | New |
| Cerity Partners LLC | 10,078 | $103.1K | 0.00% | −1,502−13.0% | Reduced |
| Asset Advisors Investment Management, LLC | 10,000 | $102.3K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 7,376 | $75.5K | 0.00% | +2,688+57.3% | Added |
| New York State Common Retirement Fund | 6,640 | $67.9K | 0.00% | +10.0% | Added |
| Tower Research Capital LLC (TRC) | 6,578 | $67.3K | 0.00% | +6,215+1,712.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,890 | $60.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,196 | $53.0K | 0.00% | +1,779+52.1% | Added |
| Belvedere Trading LLC | 4,114 | $42.1K | 0.00% | +4,114 | New |
| Wolverine Asset Management LLC | 4,100 | $41.9K | 0.00% | +1,820+79.8% | Added |
| Hexagon Capital Partners LLC | 4,000 | $40.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,861 | $39.5K | 0.00% | +2,216+134.7% | Added |
| ProShare Advisors LLC | 3,804 | $38.9K | 0.00% | +3,804 | New |
| HHM Wealth Advisors, LLC | 3,500 | $35.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,520 | $34.8K | 0.00% | +1,444+69.6% | Added |
| Ameritas Investment Partners, Inc. | 3,320 | $34.0K | 0.00% | +974+41.5% | Added |
| Gilliland Jeter Wealth Management LLC | 2,500 | $25.6K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,860 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,509 | $15.6K | 0.00% | +1,509 | New |
| Northwestern Mutual Wealth Management Co | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 958 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 709 | $7.25K | 0.00% | +709 | New |
| Creekmur Asset Management LLC | 226 | $2.31K | 0.00% | +226 | New |
| Farther Finance Advisors, LLC | 218 | $2.18K | 0.00% | +218 | New |
| CWM, LLC | 226 | $2.00K | 0.00% | +121+115.2% | Added |