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, Q3 2024
Institutional positions in Westrock Coffee Co as of Sep 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
- 114
- +10 vs. Q2 2024
- Shares held
- 38.1M
- +4.45M (+13.2%) vs. Q2 2024
- Total value
- $249.4M
- −$95.2M (−27.6%) vs. Q2 2024
- New holders
- 23
- 37 more added
- Sold out
- 13
- 30 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Capital Performance Advisors LLP | 1 | $7 | 0.00% | +1 | New |
| Nisa Investment Advisors, LLC | 25 | $163 | 0.00% | −43−63.2% | Reduced |
| Sterling Capital Management LLC | 34 | $221 | 0.00% | +34 | New |
| Huntington National Bank | 83 | $540 | 0.00% | +83 | New |
| Russell Investments Group, Ltd. | 116 | $754 | 0.00% | −37−24.2% | Reduced |
| Farther Finance Advisors, LLC | 221 | $1.44K | 0.00% | +3+1.4% | Added |
| CWM, LLC | 323 | $2.00K | 0.00% | +97+42.9% | Added |
| Jones Financial Companies LLLP | 500 | $3.33K | 0.00% | +500 | New |
| Allspring Global Investments Holdings, LLC | 538 | $3.50K | 0.00% | +538 | New |
| Wolverine Asset Management LLC | 641 | $4.17K | 0.00% | −3,459−84.4% | Reduced |
| SRS Capital Advisors, Inc. | 709 | $4.61K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 958 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $6.50K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,320 | $8.58K | 0.00% | +1,320 | New |
| Tower Research Capital LLC (TRC) | 2,697 | $17.5K | 0.00% | −3,881−59.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,320 | $21.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,500 | $22.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,548 | $23.1K | 0.00% | −313−8.1% | Reduced |
| Royal Bank of Canada | 3,647 | $24.0K | 0.00% | −1,549−29.8% | Reduced |
| Hexagon Capital Partners LLC | 4,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,054 | $26.4K | 0.00% | +534+15.2% | Added |
| Gilliland Jeter Wealth Management LLC | 4,547 | $29.6K | 0.01% | +2,047+81.9% | Added |
| State of Wyoming | 5,497 | $35.7K | 0.01% | +5,497 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,890 | $38.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,640 | $43.2K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 9,999 | $65.0K | 0.00% | +5,885+143.0% | Added |
| Arizona State Retirement System | 10,311 | $67.0K | 0.00% | +10,311 | New |
| Cerity Partners LLC | 10,442 | $67.9K | 0.00% | +364+3.6% | Added |
| Atom Investors LP | 10,794 | $70.2K | 0.01% | +10,794 | New |
| Intech Investment Management LLC | 10,895 | $70.8K | 0.00% | +10,895 | New |
| Price T Rowe Associates Inc | 10,830 | $71.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,002 | $71.5K | 0.00% | −5,280−32.4% | Reduced |
| Wells Fargo & Company | 11,068 | $71.9K | 0.00% | −281−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 11,387 | $74.0K | 0.00% | +11,387 | New |
| Brinker Capital Investments, LLC | 11,477 | $74.6K | 0.00% | −21,302−65.0% | Reduced |
| Orion Portfolio Solutions, LLC | 11,477 | $74.6K | 0.00% | −21,302−65.0% | Reduced |
| Pathstone Holdings, LLC | 12,000 | $78.0K | 0.00% | −61−0.5% | Reduced |
| Patriot Investment Management Inc. | 12,061 | $78.4K | 0.01% | +12,061 | New |
| Alera Investment Advisors, LLC | 12,548 | $81.6K | 0.01% | −9,475−43.0% | Reduced |
| Voya Investment Management LLC | 12,633 | $82.1K | 0.00% | +55+0.4% | Added |
| Regions Financial Corp | 12,645 | $82.2K | 0.00% | +12,645 | New |
| Janus Henderson Group PLC | 13,137 | $85.5K | 0.00% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 13,271 | $86.3K | 0.02% | +13,271 | New |
| Invesco Ltd. | 14,378 | $93.5K | 0.00% | +187+1.3% | Added |
| Manufacturers Life Insurance Company, The | 14,650 | $95.2K | 0.00% | −400−2.7% | Reduced |
| JPMorgan Chase & Co | 14,897 | $96.8K | 0.00% | +434+3.0% | Added |
| Jane Street Group, LLC | 15,251 | $99.1K | 0.00% | −32,473−68.0% | Reduced |
| Millennium Capital Advisors, LLC | 16,295 | $105.9K | 0.07% | −1,055−6.1% | Reduced |
| Ronald Blue Trust, Inc. | 11,126 | $113.8K | 0.00% | +9,617+637.3% | Added |
| Arvest Bank Trust Division | 17,635 | $114.6K | 0.01% | +17,635 | New |
| Corebridge Financial, Inc. | 18,346 | $119.2K | 0.00% | +118+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,572 | $120.7K | 0.00% | +3,929+26.8% | Added |
| Verition Fund Management LLC | 18,600 | $120.9K | 0.00% | +18,600 | New |
| MetLife Investment Management | 19,062 | $123.9K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 20,420 | $132.7K | 0.00% | +1,630+8.7% | Added |
| UBS Group AG | 20,864 | $135.6K | 0.00% | −924−4.2% | Reduced |
| Deutsche Bank AG | 22,465 | $146.0K | 0.00% | +3,507+18.5% | Added |
| National Asset Management, Inc. | 24,578 | $159.4K | 0.00% | +5,200+26.8% | Added |
| Citigroup Inc | 24,749 | $160.9K | 0.00% | +17,373+235.5% | Added |
| Signaturefd, LLC | 25,000 | $162.5K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 25,000 | $162.5K | 0.03% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 25,000 | $163.0K | 0.04% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 27,253 | $177.1K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 28,217 | $183.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 33,711 | $219.1K | 0.00% | +3,444+11.4% | Added |
| Robinson Value Management, Ltd. | 35,000 | $227.5K | 0.15% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 36,454 | $237.0K | 0.05% | +7,422+25.6% | Added |
| Susquehanna International Group, LLP | 41,686 | $271.0K | 0.00% | +41,686 | New |
| Paragon Advisors, LLC | 42,852 | $278.5K | 0.09% | −18,014−29.6% | Reduced |
| UBS Asset Management Americas Inc | 42,879 | $278.7K | 0.00% | −4,036−8.6% | Reduced |
| Bank of America Corp | 43,189 | $280.7K | 0.00% | −4,554−9.5% | Reduced |
| Rhumbline Advisers | 43,521 | $282.9K | 0.00% | +3,004+7.4% | Added |
| Occudo Quantitative Strategies LP | 46,634 | $303.1K | 0.06% | +46,634 | New |
| American Century Companies Inc | 50,809 | $330.3K | 0.00% | +4,194+9.0% | Added |
| Barclays PLC | 57,357 | $372.8K | 0.00% | +44,993+363.9% | Added |
| Marathon Capital Management | 58,725 | $381.7K | 0.09% | 00.0% | Unchanged |
| Quest Partners LLC | 60,663 | $394.3K | 0.04% | +60,479+32,869.0% | Added |
| Mariner, LLC | 60,869 | $395.6K | 0.00% | −125,594−67.4% | Reduced |
| Vident Advisory, LLC | 68,410 | $444.7K | 0.01% | −4,762−6.5% | Reduced |
| Squarepoint Ops LLC | 69,547 | $452.1K | 0.00% | +69,547 | New |
| Swiss National Bank | 69,900 | $454.4K | 0.00% | +9,100+15.0% | Added |
| Forest Hill Capital, LLC | 70,000 | $455.0K | 0.35% | −30,000−30.0% | Reduced |
| Bank of New York Mellon Corp | 73,678 | $478.9K | 0.00% | −23,532−24.2% | Reduced |
| Group One Trading, L.P. | 84,922 | $552.0K | 0.02% | +35,299+71.1% | Added |
| Horrell Capital Management, Inc. | 87,981 | $572.0K | 0.17% | +1,220+1.4% | Added |
| Nuveen Asset Management, LLC | 94,215 | $612.4K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100,000 | $650.0K | 0.89% | +100,000 | New |
| MAI Capital Management | 103,250 | $671.1K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 119,406 | $776.1K | 0.02% | +6,756+6.0% | Added |
| Raymond James & Associates | 129,060 | $838.9K | 0.00% | −140,114−52.1% | Reduced |
| Stephens Inc | 152,717 | $992.7K | 0.01% | +2,500+1.7% | Added |
| Morgan Stanley | 184,939 | $1.20M | 0.00% | +52,719+39.9% | Added |
| Millennium Management LLC | 197,236 | $1.28M | 0.00% | +197,236 | New |
| Davenport & Co LLC | 206,350 | $1.34M | 0.01% | +62,285+43.2% | Added |
| HighTower Advisors, LLC | 215,676 | $1.40M | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 243,600 | $1.58M | 0.02% | −4,600−1.9% | Reduced |
| BancorpSouth Bank | 250,000 | $1.63M | 0.11% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 282,643 | $1.84M | 0.00% | +22,945+8.8% | Added |