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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 194,347 | $1.25M | 0.25% | −197,333−50.4% | Reduced |
| HighTower Advisors, LLC | 213,837 | $1.37M | 0.00% | −1,839−0.9% | Reduced |
| Morgan Stanley | 222,125 | $1.43M | 0.00% | +37,186+20.1% | Added |
| Stephens Inc | 236,364 | $1.52M | 0.02% | +83,647+54.8% | Added |
| Davenport & Co LLC | 238,675 | $1.53M | 0.01% | +32,325+15.7% | Added |
| Charles Schwab Investment Management Inc | 284,653 | $1.83M | 0.00% | +2,010+0.7% | Added |
| Northern Trust Corp | 300,712 | $1.93M | 0.00% | +6,762+2.3% | Added |
| UBS Group AG | 344,793 | $2.21M | 0.00% | +323,929+1,552.6% | Added |
| Millennium Management LLC | 589,450 | $3.78M | 0.00% | +392,214+198.9% | Added |
| State Street Corp | 690,692 | $4.43M | 0.00% | +41,139+6.3% | Added |
| Geode Capital Management, LLC | 841,226 | $5.40M | 0.00% | +34,901+4.3% | Added |
| Zazove Associates LLC | 873,079 | $5.61M | 0.54% | −12,510−1.4% | Reduced |
| Brown Brothers Harriman & Co | 1,876,688 | $12.0M | 0.08% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,295,633 | $14.7M | 0.00% | +72,682+3.3% | Added |
| FMR LLC | 2,432,040 | $15.6M | 0.00% | +636,173+35.4% | Added |
| Vanguard Group Inc | 2,812,993 | $18.1M | 0.00% | +199,939+7.7% | Added |
| NFC Investments, LLC | 4,047,562 | $26.0M | 7.17% | +3,355+0.1% | Added |
| Silverleafe Capital Partners, LLC | 4,729,832 | $30.4M | 9.64% | +420.0% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 4,879,927 | $31.3M | 1.48% | 00.0% | Unchanged |
| Stephens Group, LLC | 8,110,043 | $52.1M | 26.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −243,600−100.0% | Sold out |
| Repertoire Partners LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −69,547−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −46,634−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −42,852−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −24,578−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −11,477−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −11,477−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −10,794−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,442−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,497−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −4,547−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Alera Investment Advisors, LLC | – | – | – | – | Not filed |