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, Q4 2024
Institutional positions in Westrock Coffee Co as of Dec 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
- 120
- +8 vs. Q3 2024
- Shares held
- 39.1M
- +1.10M (+2.9%) vs. Q3 2024
- Total value
- $251.0M
- +$2.48M (+1.0%) vs. Q3 2024
- New holders
- 27
- 47 more added
- Sold out
- 19
- 24 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | +1+10.0% | Added |
| The PNC Financial Services Group, Inc. | 32 | $205 | 0.00% | +32 | New |
| Sterling Capital Management LLC | 34 | $218 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $257 | 0.00% | +40 | New |
| GAMMA Investing LLC | 40 | $257 | 0.00% | +40 | New |
| Allworth Financial LP | 45 | $289 | 0.00% | +45 | New |
| Russell Investments Group, Ltd. | 150 | $963 | 0.00% | +34+29.3% | Added |
| SBI Securities Co., Ltd. | 200 | $1.28K | 0.00% | +200 | New |
| Farther Finance Advisors, LLC | 221 | $1.42K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 225 | $1.45K | 0.00% | +200+800.0% | Added |
| US Bancorp | 275 | $1.77K | 0.00% | +275 | New |
| Lindbrook Capital, LLC | 370 | $2.38K | 0.00% | +370 | New |
| Royal Bank of Canada | 696 | $4.00K | 0.00% | −2,951−80.9% | Reduced |
| Amalgamated Bank | 958 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,006 | $6.46K | 0.00% | −2,542−71.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,010 | $6.48K | 0.00% | +10+1.0% | Added |
| CWM, LLC | 1,027 | $7.00K | 0.00% | +704+218.0% | Added |
| EverSource Wealth Advisors, LLC | 1,413 | $9.07K | 0.00% | −2,641−65.1% | Reduced |
| Larson Financial Group LLC | 1,475 | $9.47K | 0.00% | +1,475 | New |
| Versant Capital Management, Inc | 1,648 | $10.6K | 0.00% | +1,648 | New |
| Jones Financial Companies LLLP | 1,850 | $11.9K | 0.00% | +1,350+270.0% | Added |
| Quadrant Capital Group LLC | 2,051 | $13.2K | 0.00% | +2,051 | New |
| Tower Research Capital LLC (TRC) | 3,018 | $19.4K | 0.00% | +321+11.9% | Added |
| Ameritas Investment Partners, Inc. | 3,320 | $21.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,475 | $22.3K | 0.00% | +3,475 | New |
| HHM Wealth Advisors, LLC | 3,500 | $22.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,000 | $25.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,771 | $37.0K | 0.00% | +5,771 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,890 | $37.8K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,571 | $42.2K | 0.00% | +6,571 | New |
| New York State Common Retirement Fund | 6,640 | $42.6K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,300 | $46.9K | 0.00% | +7,300 | New |
| Ronald Blue Trust, Inc. | 7,636 | $49.0K | 0.00% | −3,490−31.4% | Reduced |
| Arizona State Retirement System | 10,243 | $65.8K | 0.00% | −68−0.7% | Reduced |
| Regions Financial Corp | 10,430 | $67.0K | 0.00% | −2,215−17.5% | Reduced |
| Voya Investment Management LLC | 11,573 | $74.3K | 0.00% | −1,060−8.4% | Reduced |
| Patriot Investment Management Inc. | 12,061 | $77.4K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,005 | $83.0K | 0.00% | +13,005 | New |
| Janus Henderson Group PLC | 13,137 | $84.3K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 13,145 | $84.4K | 0.01% | +3,146+31.5% | Added |
| Summit Asset Management, LLC | 13,271 | $85.2K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 13,418 | $87.0K | 0.00% | +2,588+23.9% | Added |
| Envestnet Asset Management Inc | 14,750 | $94.7K | 0.00% | +14,750 | New |
| Invesco Ltd. | 14,756 | $94.7K | 0.00% | +378+2.6% | Added |
| Manufacturers Life Insurance Company, The | 14,775 | $94.9K | 0.00% | +125+0.9% | Added |
| First Horizon Advisors, Inc. | 15,000 | $96.3K | 0.00% | +15,000 | New |
| JPMorgan Chase & Co | 15,045 | $96.6K | 0.00% | +148+1.0% | Added |
| Millennium Capital Advisors, LLC | 15,950 | $102.4K | 0.07% | −345−2.1% | Reduced |
| TownSquare Capital, LLC | 16,133 | $103.6K | 0.00% | +5,131+46.6% | Added |
| Jane Street Group, LLC | 16,138 | $103.6K | 0.00% | +887+5.8% | Added |
| Wells Fargo & Company | 16,332 | $104.9K | 0.00% | +5,264+47.6% | Added |
| Corebridge Financial, Inc. | 16,851 | $108.2K | 0.00% | −1,495−8.1% | Reduced |
| Lathrop Investment Management Corp | 17,215 | $111.0K | 0.02% | +17,215 | New |
| Intech Investment Management LLC | 18,717 | $120.2K | 0.00% | +7,822+71.8% | Added |
| Quest Partners LLC | 18,803 | $120.7K | 0.02% | −41,860−69.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 19,289 | $123.8K | 0.00% | +717+3.9% | Added |
| Alliancebernstein L.P. | 20,420 | $131.1K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 20,489 | $131.5K | 0.00% | +20,489 | New |
| Pathstone Holdings, LLC | 22,000 | $140.0K | 0.00% | +10,000+83.3% | Added |
| Arvest Bank Trust Division | 22,635 | $145.3K | 0.01% | +5,000+28.4% | Added |
| Naviter Wealth, LLC | 23,180 | $148.8K | 0.02% | +23,180 | New |
| Red Door Wealth Management, LLC | 25,000 | $160.5K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 25,924 | $166.4K | 0.00% | +6,862+36.0% | Added |
| Signaturefd, LLC | 26,114 | $167.7K | 0.00% | +1,114+4.5% | Added |
| Legacy Capital Wealth Partners, LLC | 26,165 | $168.0K | 0.04% | −10,289−28.2% | Reduced |
| Engineers Gate Manager LP | 26,768 | $171.9K | 0.00% | +26,768 | New |
| Creative Planning | 27,467 | $176.3K | 0.00% | +27,467 | New |
| Greenwood Gearhart Inc | 27,553 | $176.9K | 0.01% | +300+1.1% | Added |
| Legal & General Group Plc | 28,062 | $180.2K | 0.00% | −155−0.5% | Reduced |
| Citigroup Inc | 28,925 | $185.7K | 0.00% | +4,176+16.9% | Added |
| Pekin Hardy Strauss, Inc. | 29,500 | $189.4K | 0.02% | +29,500 | New |
| California State Teachers Retirement System | 32,964 | $211.6K | 0.00% | −747−2.2% | Reduced |
| Robinson Value Management, Ltd. | 35,000 | $224.7K | 0.15% | 00.0% | Unchanged |
| Verition Fund Management LLC | 37,170 | $238.6K | 0.00% | +18,570+99.8% | Added |
| Vident Advisory, LLC | 40,458 | $259.7K | 0.00% | −27,952−40.9% | Reduced |
| Wolverine Trading, LLC | 42,007 | $262.5K | 0.01% | +42,007 | New |
| Deutsche Bank AG | 42,294 | $271.5K | 0.00% | +19,829+88.3% | Added |
| Rhumbline Advisers | 44,277 | $284.2K | 0.00% | +756+1.7% | Added |
| American Century Companies Inc | 49,214 | $316.0K | 0.00% | −1,595−3.1% | Reduced |
| Group One Trading, L.P. | 50,306 | $323.0K | 0.01% | −34,616−40.8% | Reduced |
| Cresset Asset Management, LLC | 55,000 | $353.1K | 0.00% | +55,000 | New |
| Marathon Capital Management | 58,125 | $373.2K | 0.09% | −600−1.0% | Reduced |
| Barclays PLC | 61,159 | $392.6K | 0.00% | +3,802+6.6% | Added |
| UBS Asset Management Americas Inc | 61,851 | $397.1K | 0.00% | +18,972+44.2% | Added |
| Diversified Trust Co | 63,097 | $405.1K | 0.01% | −56,309−47.2% | Reduced |
| Swiss National Bank | 69,900 | $448.8K | 0.00% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 70,000 | $449.4K | 0.35% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 70,731 | $454.1K | 0.00% | −2,947−4.0% | Reduced |
| Sovereign's Capital Management, LLC | 72,410 | $464.9K | 0.30% | +72,410 | New |
| ExodusPoint Capital Management, LP | 75,467 | $484.0K | 0.01% | +64,080+562.7% | Added |
| Bank of America Corp | 76,401 | $490.5K | 0.00% | +33,212+76.9% | Added |
| Susquehanna International Group, LLP | 79,687 | $511.6K | 0.00% | +38,001+91.2% | Added |
| Nuveen Asset Management, LLC | 94,215 | $604.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 103,250 | $662.9K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 115,665 | $743.0K | 0.22% | +27,684+31.5% | Added |
| Mariner, LLC | 127,620 | $819.3K | 0.00% | +66,751+109.7% | Added |
| Raymond James Financial Inc | 130,816 | $839.8K | 0.00% | +130,816 | New |
| BancorpSouth Bank | 162,500 | $1.04M | 0.07% | −87,500−35.0% | Reduced |
| Goldman Sachs Group Inc | 166,486 | $1.07M | 0.00% | −533,145−76.2% | Reduced |