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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 958 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 709 | $4.61K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 641 | $4.17K | 0.00% | −3,459−84.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 538 | $3.50K | 0.00% | +538 | New |
| Jones Financial Companies LLLP | 500 | $3.33K | 0.00% | +500 | New |
| CWM, LLC | 323 | $2.00K | 0.00% | +97+42.9% | Added |
| Farther Finance Advisors, LLC | 221 | $1.44K | 0.00% | +3+1.4% | Added |
| Russell Investments Group, Ltd. | 116 | $754 | 0.00% | −37−24.2% | Reduced |
| Huntington National Bank | 83 | $540 | 0.00% | +83 | New |
| Sterling Capital Management LLC | 34 | $221 | 0.00% | +34 | New |
| Nisa Investment Advisors, LLC | 25 | $163 | 0.00% | −43−63.2% | Reduced |
| Capital Performance Advisors LLP | 1 | $7 | 0.00% | +1 | New |
| West Financial Advisors, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −81,593−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −43,280−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −37,623−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −22,491−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −22,441−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −12,102−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,686−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −11,419−100.0% | Sold out |
| Asset Advisors Investment Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Arvest Trust Co N A | – | – | – | – | Not filed |