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, Q1 2025
Institutional positions in Westrock Coffee Co as of Mar 31, 2025. 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
- 117
- −2 vs. Q4 2024
- Shares held
- 39.0M
- +23.3K (+0.1%) vs. Q4 2024
- Total value
- $281.7M
- +$31.4M (+12.5%) vs. Q4 2024
- New holders
- 12
- 41 more added
- Sold out
- 14
- 30 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 50 | $0 | 0.00% | −646−92.8% | Reduced |
| West Financial Advisors, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 8 | $58 | 0.00% | +8 | New |
| Hollencrest Capital Management | 10 | $72 | 0.00% | +10 | New |
| Lindbrook Capital, LLC | 11 | $79 | 0.00% | −359−97.0% | Reduced |
| Sterling Capital Management LLC | 34 | $245 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $289 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 52 | $375 | 0.00% | +20+62.5% | Added |
| Allworth Financial LP | 95 | $545 | 0.00% | +50+111.1% | Added |
| Coldstream Capital Management Inc | 77 | $556 | 0.00% | +77 | New |
| Russell Investments Group, Ltd. | 150 | $1.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 218 | $1.52K | 0.00% | −3−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 266 | $1.92K | 0.00% | +41+18.2% | Added |
| Huntington National Bank | 306 | $2.21K | 0.00% | +306 | New |
| GAMMA Investing LLC | 334 | $2.41K | 0.00% | +294+735.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,000 | $7.22K | 0.00% | −10−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,169 | $8.44K | 0.00% | −1,849−61.3% | Reduced |
| Amalgamated Bank | 1,244 | $9.00K | 0.00% | +286+29.9% | Added |
| Larson Financial Group LLC | 1,573 | $11.4K | 0.00% | +98+6.6% | Added |
| Jones Financial Companies LLLP | 1,950 | $13.8K | 0.00% | +100+5.4% | Added |
| EverSource Wealth Advisors, LLC | 2,078 | $15.0K | 0.00% | +665+47.1% | Added |
| CWM, LLC | 2,611 | $19.0K | 0.00% | +1,584+154.2% | Added |
| BNP Paribas Arbitrage, SA | 2,927 | $21.1K | 0.00% | −2,844−49.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,184 | $23.0K | 0.00% | +2,178+216.5% | Added |
| Ameritas Investment Partners, Inc. | 3,320 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,000 | $28.9K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,890 | $42.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,571 | $47.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,640 | $47.9K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,300 | $52.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8,080 | $58.3K | 0.01% | +4,580+130.9% | Added |
| Ronald Blue Trust, Inc. | 8,169 | $59.0K | 0.00% | +533+7.0% | Added |
| State of Wyoming | 8,584 | $62.0K | 0.01% | +8,584 | New |
| Voya Investment Management LLC | 10,104 | $73.0K | 0.00% | −1,469−12.7% | Reduced |
| Arizona State Retirement System | 10,789 | $77.9K | 0.00% | +546+5.3% | Added |
| Trexquant Investment LP | 11,433 | $82.5K | 0.00% | +11,433 | New |
| Patriot Investment Management Inc. | 12,061 | $87.1K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,137 | $92.9K | 0.00% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 13,271 | $95.8K | 0.02% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 13,761 | $99.4K | 0.04% | +13,761 | New |
| Invesco Ltd. | 14,258 | $102.9K | 0.00% | −498−3.4% | Reduced |
| Millennium Capital Advisors, LLC | 14,785 | $106.7K | 0.08% | −1,165−7.3% | Reduced |
| Manufacturers Life Insurance Company, The | 14,860 | $107.3K | 0.00% | +85+0.6% | Added |
| First Horizon Advisors, Inc. | 15,000 | $108.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 16,462 | $116.6K | 0.00% | −25,545−60.8% | Reduced |
| Price T Rowe Associates Inc | 16,466 | $119.0K | 0.00% | +3,048+22.7% | Added |
| Lathrop Investment Management Corp | 17,215 | $124.0K | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 17,683 | $127.7K | 0.00% | +832+4.9% | Added |
| Wells Fargo & Company | 17,741 | $128.1K | 0.00% | +1,409+8.6% | Added |
| JPMorgan Chase & Co | 17,894 | $129.2K | 0.00% | +2,849+18.9% | Added |
| Verition Fund Management LLC | 17,953 | $129.6K | 0.00% | −19,217−51.7% | Reduced |
| Creative Planning | 18,706 | $135.1K | 0.00% | −8,761−31.9% | Reduced |
| Quest Partners LLC | 18,803 | $135.8K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 20,420 | $147.4K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 20,430 | $147.5K | 0.00% | +10,000+95.9% | Added |
| Simplex Trading, LLC | 21,207 | $153.0K | 0.01% | +21,207 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 21,292 | $153.7K | 0.00% | +2,003+10.4% | Added |
| Intech Investment Management LLC | 21,759 | $157.1K | 0.00% | +3,042+16.3% | Added |
| Pathstone Holdings, LLC | 22,000 | $158.8K | 0.00% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 22,635 | $163.4K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 23,180 | $164.1K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 22,943 | $165.6K | 0.00% | +22,943 | New |
| Red Door Wealth Management, LLC | 25,000 | $180.5K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 25,485 | $184.0K | 0.00% | −439−1.7% | Reduced |
| Signaturefd, LLC | 26,100 | $188.4K | 0.00% | −14−0.1% | Reduced |
| Greenwood Gearhart Inc | 27,553 | $198.9K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 27,765 | $200.5K | 0.00% | −1,160−4.0% | Reduced |
| Legal & General Group Plc | 28,215 | $203.7K | 0.00% | +153+0.5% | Added |
| Robinson Value Management, Ltd. | 30,000 | $216.6K | 0.14% | −5,000−14.3% | Reduced |
| Citadel Advisors LLC | 30,701 | $221.7K | 0.00% | +30,701 | New |
| Engineers Gate Manager LP | 30,976 | $223.6K | 0.00% | +4,208+15.7% | Added |
| California State Teachers Retirement System | 32,964 | $238.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 33,052 | $238.6K | 0.00% | −7,406−18.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 36,105 | $260.7K | 0.06% | +9,940+38.0% | Added |
| American Century Companies Inc | 36,844 | $266.0K | 0.00% | −12,370−25.1% | Reduced |
| Mariner, LLC | 40,499 | $292.4K | 0.00% | −87,121−68.3% | Reduced |
| Deutsche Bank AG | 41,643 | $300.7K | 0.00% | −651−1.5% | Reduced |
| Rhumbline Advisers | 45,787 | $330.6K | 0.00% | +1,510+3.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 46,590 | $336.4K | 0.00% | +46,590 | New |
| Barclays PLC | 47,135 | $340.3K | 0.00% | −14,024−22.9% | Reduced |
| Cresset Asset Management, LLC | 55,328 | $399.5K | 0.00% | +328+0.6% | Added |
| UBS Asset Management Americas Inc | 61,851 | $446.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 62,734 | $452.9K | 0.00% | −13,667−17.9% | Reduced |
| Diversified Trust Co | 62,934 | $454.4K | 0.01% | −163−0.3% | Reduced |
| Forest Hill Capital, LLC | 70,000 | $505.4K | 0.38% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 71,760 | $518.1K | 0.00% | +1,029+1.5% | Added |
| Swiss National Bank | 73,000 | $527.1K | 0.00% | +3,100+4.4% | Added |
| Group One Trading, L.P. | 78,167 | $564.4K | 0.02% | +27,861+55.4% | Added |
| Nuveen, LLC | 94,215 | $680.2K | 0.00% | +94,215 | New |
| MAI Capital Management | 103,250 | $745.5K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 115,681 | $835.2K | 0.00% | −15,135−11.6% | Reduced |
| Horrell Capital Management, Inc. | 115,838 | $836.4K | 0.35% | +173+0.1% | Added |
| Goldman Sachs Group Inc | 116,223 | $839.1K | 0.00% | −50,263−30.2% | Reduced |
| Sovereign's Capital Management, LLC | 157,543 | $1.14M | 0.68% | +85,133+117.6% | Added |
| BancorpSouth Bank | 162,500 | $1.17M | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 164,117 | $1.18M | 0.00% | −58,008−26.1% | Reduced |
| Principal Street Partners, LLC | 194,347 | $1.40M | 0.26% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 213,837 | $1.54M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 215,599 | $1.56M | 0.00% | +135,912+170.6% | Added |