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, Q2 2025
Institutional positions in Westrock Coffee Co as of Jun 30, 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
- 123
- +7 vs. Q1 2025
- Shares held
- 37.4M
- −1.66M (−4.3%) vs. Q1 2025
- Total value
- $214.1M
- −$67.7M (−24.0%) vs. Q1 2025
- New holders
- 19
- 40 more added
- Sold out
- 12
- 32 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q1 2025.
| 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 |
| IFP Advisors, Inc | 19 | $108 | 0.00% | +19 | New |
| The PNC Financial Services Group, Inc. | 40 | $229 | 0.00% | −12−23.1% | Reduced |
| Rothschild Investment LLC | 40 | $229 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 60 | $344 | 0.00% | −206−77.4% | Reduced |
| Clearstead Advisors, LLC | 62 | $356 | 0.00% | +62 | New |
| Sterling Capital Management LLC | 84 | $481 | 0.00% | +50+147.1% | Added |
| True Wealth Design, LLC | 93 | $533 | 0.00% | +93 | New |
| Essential Partners LLC | 119 | $682 | 0.00% | +119 | New |
| Russell Investments Group, Ltd. | 150 | $860 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 175 | $1.00K | 0.00% | +175 | New |
| Farther Finance Advisors, LLC | 268 | $1.54K | 0.00% | +50+22.9% | Added |
| GAMMA Investing LLC | 634 | $3.63K | 0.00% | +300+89.8% | Added |
| Larson Financial Group LLC | 870 | $4.99K | 0.00% | −703−44.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $5.73K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,244 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,348 | $7.72K | 0.00% | +1,348 | New |
| CoreCap Advisors, LLC | 2,000 | $11.5K | 0.00% | +2,000 | New |
| SRS Capital Advisors, Inc. | 2,114 | $12.1K | 0.00% | +2,114 | New |
| Quarry LP | 2,351 | $13.5K | 0.00% | +2,351 | New |
| Ameritas Investment Partners, Inc. | 3,320 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,568 | $20.4K | 0.00% | +384+12.1% | Added |
| CWM, LLC | 4,026 | $23.0K | 0.00% | +1,415+54.2% | Added |
| BNP Paribas Arbitrage, SA | 4,343 | $24.9K | 0.00% | +1,416+48.4% | Added |
| Jones Financial Companies LLLP | 4,818 | $28.7K | 0.00% | +2,868+147.1% | Added |
| Tower Research Capital LLC (TRC) | 5,027 | $28.8K | 0.00% | +3,858+330.0% | Added |
| Aquatic Capital Management LLC | 5,554 | $31.8K | 0.00% | +5,554 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,890 | $33.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,214 | $35.6K | 0.00% | +4,136+199.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,571 | $37.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,640 | $38.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,300 | $41.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8,080 | $46.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,584 | $54.9K | 0.00% | +1,415+17.3% | Added |
| Voya Investment Management LLC | 10,807 | $61.9K | 0.00% | +703+7.0% | Added |
| Arizona State Retirement System | 10,941 | $62.7K | 0.00% | +152+1.4% | Added |
| Magnetar Financial LLC | 11,313 | $64.8K | 0.00% | +11,313 | New |
| HRT Financial LP | 12,205 | $69.0K | 0.00% | +12,205 | New |
| Patriot Investment Management Inc. | 12,061 | $69.1K | 0.00% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 12,185 | $69.8K | 0.05% | −2,600−17.6% | Reduced |
| Creative Planning | 12,239 | $70.1K | 0.00% | −6,467−34.6% | Reduced |
| Savant Capital, LLC | 12,615 | $72.3K | 0.00% | +12,615 | New |
| Janus Henderson Group PLC | 13,137 | $75.4K | 0.00% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 13,271 | $76.0K | 0.01% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 13,761 | $78.9K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 14,387 | $82.4K | 0.00% | +129+0.9% | Added |
| First Horizon Advisors, Inc. | 15,000 | $86.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,184 | $87.0K | 0.00% | +324+2.2% | Added |
| Citigroup Inc | 15,287 | $87.6K | 0.00% | −12,478−44.9% | Reduced |
| Simplex Trading, LLC | 15,953 | $91.0K | 0.00% | −5,254−24.8% | Reduced |
| Price T Rowe Associates Inc | 16,466 | $95.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 16,593 | $95.1K | 0.00% | +16,593 | New |
| Lathrop Investment Management Corp | 17,215 | $99.0K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 17,298 | $99.1K | 0.00% | −596−3.3% | Reduced |
| Intech Investment Management LLC | 17,712 | $101.5K | 0.00% | −4,047−18.6% | Reduced |
| Marshall Wace, LLP | 18,166 | $104.1K | 0.00% | +18,166 | New |
| Quest Partners LLC | 18,803 | $107.7K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 19,089 | $109.4K | 0.00% | −9,126−32.3% | Reduced |
| Wells Fargo & Company | 19,123 | $109.6K | 0.00% | +1,382+7.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,722 | $113.0K | 0.00% | −1,570−7.4% | Reduced |
| Regions Financial Corp | 20,430 | $117.1K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 22,000 | $126.1K | 0.00% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 22,635 | $129.7K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 24,168 | $138.5K | 0.00% | +6,215+34.6% | Added |
| Signaturefd, LLC | 25,000 | $143.3K | 0.00% | −1,100−4.2% | Reduced |
| Red Door Wealth Management, LLC | 25,000 | $143.3K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 25,485 | $146.0K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 27,553 | $157.9K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 28,820 | $165.1K | 0.00% | +8,400+41.1% | Added |
| Robinson Value Management, Ltd. | 30,000 | $171.9K | 0.11% | 00.0% | Unchanged |
| California State Teachers Retirement System | 30,509 | $174.8K | 0.00% | −2,455−7.4% | Reduced |
| Vident Advisory, LLC | 32,462 | $186.0K | 0.00% | −590−1.8% | Reduced |
| Deutsche Bank AG | 34,829 | $199.6K | 0.00% | −6,814−16.4% | Reduced |
| Engineers Gate Manager LP | 35,215 | $201.8K | 0.00% | +4,239+13.7% | Added |
| Mariner, LLC | 35,645 | $204.2K | 0.00% | −4,854−12.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 36,128 | $207.0K | 0.05% | +23+0.1% | Added |
| AQR Capital Management LLC | 37,269 | $213.6K | 0.00% | +14,326+62.4% | Added |
| Group One Trading, L.P. | 38,735 | $222.0K | 0.01% | −39,432−50.4% | Reduced |
| Los Angeles Capital Management LLC | 42,455 | $243.3K | 0.00% | +42,455 | New |
| Squarepoint Ops LLC | 43,537 | $249.5K | 0.00% | +43,537 | New |
| Bank of America Corp | 48,228 | $276.3K | 0.00% | −14,506−23.1% | Reduced |
| Rhumbline Advisers | 49,510 | $283.7K | 0.00% | +3,723+8.1% | Added |
| Cresset Asset Management, LLC | 50,000 | $286.5K | 0.00% | −5,328−9.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 50,875 | $291.5K | 0.00% | +4,285+9.2% | Added |
| Goldman Sachs Group Inc | 54,512 | $312.4K | 0.00% | −61,711−53.1% | Reduced |
| Diversified Trust Co | 62,934 | $360.6K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 63,581 | $364.0K | 0.00% | +63,531+127,062.0% | Added |
| Barclays PLC | 70,868 | $406.1K | 0.00% | +23,733+50.4% | Added |
| Swiss National Bank | 73,000 | $418.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 75,483 | $432.5K | 0.00% | +13,632+22.0% | Added |
| Trexquant Investment LP | 76,229 | $436.8K | 0.00% | +64,796+566.7% | Added |
| Bank of New York Mellon Corp | 77,915 | $446.5K | 0.00% | +6,155+8.6% | Added |
| Susquehanna International Group, LLP | 78,746 | $451.2K | 0.00% | −136,853−63.5% | Reduced |
| Nuveen, LLC | 79,928 | $458.0K | 0.00% | −14,287−15.2% | Reduced |
| MAI Capital Management | 103,250 | $591.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 116,451 | $667.3K | 0.00% | +116,451 | New |
| Horrell Capital Management, Inc. | 116,513 | $667.6K | 0.27% | +675+0.6% | Added |
| Citadel Advisors LLC | 150,850 | $864.4K | 0.00% | +120,149+391.4% | Added |
| Raymond James Financial Inc | 151,046 | $865.5K | 0.00% | +35,365+30.6% | Added |