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 | $207.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 31 | $0 | 0.00% | +31 | New |
| Rothschild Investment LLC | 10 | $102 | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 68 | $696 | 0.00% | +68 | New |
| Russell Investments Group, Ltd. | 153 | $1.56K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 184 | $1.88K | 0.00% | −2,282−92.5% | Reduced |
| CWM, LLC | 226 | $2.00K | 0.00% | +121+115.2% | Added |
| Farther Finance Advisors, LLC | 218 | $2.18K | 0.00% | +218 | New |
| Creekmur Asset Management LLC | 226 | $2.31K | 0.00% | +226 | New |
| SRS Capital Advisors, Inc. | 709 | $7.25K | 0.00% | +709 | New |
| Amalgamated Bank | 958 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,509 | $15.6K | 0.00% | +1,509 | New |
| TD Capital Management LLC | 1,860 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,500 | $25.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,320 | $34.0K | 0.00% | +974+41.5% | Added |
| EverSource Wealth Advisors, LLC | 3,520 | $34.8K | 0.00% | +1,444+69.6% | Added |
| HHM Wealth Advisors, LLC | 3,500 | $35.8K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,804 | $38.9K | 0.00% | +3,804 | New |
| Advisor Group Holdings, Inc. | 3,861 | $39.5K | 0.00% | +2,216+134.7% | Added |
| Hexagon Capital Partners LLC | 4,000 | $40.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,100 | $41.9K | 0.00% | +1,820+79.8% | Added |
| Belvedere Trading LLC | 4,114 | $42.1K | 0.00% | +4,114 | New |
| Royal Bank of Canada | 5,196 | $53.0K | 0.00% | +1,779+52.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,890 | $60.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,578 | $67.3K | 0.00% | +6,215+1,712.1% | Added |
| New York State Common Retirement Fund | 6,640 | $67.9K | 0.00% | +10.0% | Added |
| Citigroup Inc | 7,376 | $75.5K | 0.00% | +2,688+57.3% | Added |
| Asset Advisors Investment Management, LLC | 10,000 | $102.3K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,078 | $103.1K | 0.00% | −1,502−13.0% | Reduced |
| Price T Rowe Associates Inc | 10,830 | $111.0K | 0.00% | +10,830 | New |
| Wells Fargo & Company | 11,349 | $116.1K | 0.00% | +2,348+26.1% | Added |
| Catalina Capital Group, LLC | 11,419 | $116.8K | 0.04% | +11,419 | New |
| Prelude Capital Management, LLC | 11,686 | $119.5K | 0.01% | +11,686 | New |
| Pathstone Holdings, LLC | 12,061 | $123.4K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,102 | $123.8K | 0.00% | +12,102 | New |
| Barclays PLC | 12,364 | $126.5K | 0.00% | −13,955−53.0% | Reduced |
| Voya Investment Management LLC | 12,578 | $128.7K | 0.00% | +12,578 | New |
| Janus Henderson Group PLC | 13,137 | $134.3K | 0.00% | −151−1.1% | Reduced |
| Invesco Ltd. | 14,191 | $145.2K | 0.00% | +805+6.0% | Added |
| JPMorgan Chase & Co | 14,463 | $148.0K | 0.00% | +2,947+25.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,643 | $149.8K | 0.00% | +14,643 | New |
| Manufacturers Life Insurance Company, The | 15,050 | $154.0K | 0.00% | +2,070+15.9% | Added |
| TownSquare Capital, LLC | 16,282 | $166.6K | 0.00% | +16,282 | New |
| Millennium Capital Advisors, LLC | 17,350 | $177.5K | 0.12% | +155+0.9% | Added |
| Arvest Trust Co N A | 17,635 | $180.4K | 0.01% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 18,228 | $186.5K | 0.00% | +18,228 | New |
| Alliancebernstein L.P. | 18,790 | $192.2K | 0.00% | +8,720+86.6% | Added |
| Deutsche Bank AG | 18,958 | $193.9K | 0.00% | +472+2.6% | Added |
| MetLife Investment Management | 19,062 | $195.0K | 0.00% | +3,530+22.7% | Added |
| National Asset Management, Inc. | 19,378 | $198.2K | 0.01% | +138+0.7% | Added |
| UBS Group AG | 21,788 | $222.9K | 0.00% | −10,716−33.0% | Reduced |
| Alera Investment Advisors, LLC | 22,023 | $225.3K | 0.03% | +22,023 | New |
| Simplicity Wealth,LLC | 22,441 | $229.6K | 0.01% | +22,441 | New |
| Bleakley Financial Group, LLC | 22,491 | $230.1K | 0.01% | +22,491 | New |
| 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 |
| Am Investment Strategies LLC | 25,000 | $256.0K | 0.06% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 27,253 | $278.8K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 28,217 | $288.7K | 0.00% | −3,510−11.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 29,032 | $297.0K | 0.08% | +29,032 | New |
| California State Teachers Retirement System | 30,267 | $309.6K | 0.00% | −262−0.9% | Reduced |
| 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 |
| Robinson Value Management, Ltd. | 35,000 | $358.1K | 0.25% | 00.0% | Unchanged |
| Beaconlight Capital, LLC | 37,623 | $384.9K | 0.20% | +37,623 | New |
| Rhumbline Advisers | 40,517 | $414.5K | 0.00% | +8,329+25.9% | Added |
| Marshall Wace, LLP | 43,280 | $442.8K | 0.00% | +43,280 | New |
| American Century Companies Inc | 46,615 | $476.9K | 0.00% | +20,129+76.0% | Added |
| UBS Asset Management Americas Inc | 46,915 | $479.9K | 0.00% | +46,915 | New |
| Jane Street Group, LLC | 47,724 | $488.2K | 0.00% | +31,851+200.7% | Added |
| Bank of America Corp | 47,743 | $488.4K | 0.00% | +24,817+108.2% | Added |
| Group One Trading, L.P. | 49,623 | $507.6K | 0.02% | +49,623 | New |
| Marathon Capital Management | 58,725 | $600.8K | 0.15% | −1,100−1.8% | Reduced |
| Swiss National Bank | 60,800 | $622.0K | 0.00% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 60,866 | $622.7K | 0.23% | −60,000−49.6% | Reduced |
| Vident Advisory, LLC | 73,172 | $748.6K | 0.02% | +28,631+64.3% | Added |
| Citadel Advisors LLC | 81,593 | $834.7K | 0.00% | +81,312+28,936.7% | Added |
| Horrell Capital Management, Inc. | 86,761 | $888.0K | 0.26% | +190+0.2% | Added |
| Nuveen Asset Management, LLC | 94,215 | $963.8K | 0.00% | +7,640+8.8% | Added |
| Bank of New York Mellon Corp | 97,210 | $994.5K | 0.00% | +23,610+32.1% | Added |
| Forest Hill Capital, LLC | 100,000 | $1.02M | 0.84% | 00.0% | Unchanged |
| MAI Capital Management | 103,250 | $1.06M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 112,650 | $1.15M | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 132,220 | $1.35M | 0.00% | −2,438−1.8% | Reduced |
| Davenport & Co LLC | 144,065 | $1.47M | 0.01% | −3,000−2.0% | Reduced |
| Stephens Inc | 150,217 | $1.54M | 0.02% | +5,800+4.0% | Added |
| Mariner, LLC | 186,463 | $1.91M | 0.00% | +95,813+105.7% | Added |
| Principal Street Partners, LLC | 195,880 | $2.00M | 0.36% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 215,676 | $2.21M | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 248,200 | $2.54M | 0.03% | −8,450−3.3% | Reduced |
| BancorpSouth Bank | 250,000 | $2.56M | 0.19% | 00.0% | Unchanged |
| Northern Trust Corp | 255,684 | $2.62M | 0.00% | −9,525−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 259,698 | $2.66M | 0.00% | +26,641+11.4% | Added |
| Raymond James & Associates | 269,174 | $2.75M | 0.00% | +5,520+2.1% | Added |
| State Street Corp | 636,616 | $6.51M | 0.00% | +7,263+1.2% | Added |
| Geode Capital Management, LLC | 762,594 | $7.80M | 0.00% | +85,529+12.6% | Added |
| Goldman Sachs Group Inc | 828,600 | $8.48M | 0.00% | −14,769−1.8% | Reduced |
| FMR LLC | 1,799,651 | $18.4M | 0.00% | +2220.0% | Added |
| Brown Brothers Harriman & Co | 1,876,688 | $19.2M | 0.14% | 00.0% | Unchanged |