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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 2025

Institutional positions in Westrock Coffee Co as of Sep 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
129
+7 vs. Q2 2025
Shares held
35.6M
−1.77M (−4.7%) vs. Q2 2025
Total value
$172.8M
−$41.2M (−19.3%) vs. Q2 2025
New holders
24
41 more added
Sold out
17
36 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 129 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 1 institutionQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 38 institutionsQ4 2022: 48 institutionsQ1 2023: 58 institutionsQ2 2023: 75 institutionsQ3 2023: 81 institutionsQ4 2023: 89 institutionsQ1 2024: 90 institutionsQ2 2024: 106 institutionsQ3 2024: 114 institutionsQ4 2024: 120 institutionsQ1 2025: 117 institutionsQ2 2025: 123 institutionsQ3 2025: 129 institutionsQ4 2025: 127 institutionsQ1 2026: 130 institutionsQ2 2026: 148 institutions
Value heldQ3 2025: $172.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $525.0KQ1 2022: $0Q2 2022: $0Q3 2022: $208.5MQ4 2022: $282.4MQ1 2023: $275.5MQ2 2023: $298.8MQ3 2023: $280.6MQ4 2023: $363.0MQ1 2024: $369.4MQ2 2024: $366.5MQ3 2024: $249.4MQ4 2024: $251.0MQ1 2025: $281.7MQ2 2025: $214.1MQ3 2025: $172.8MQ4 2025: $196.9MQ1 2026: $207.1MQ2 2026: $391.7M
Institutions holding WEST and their total value by quarter
QuarterHoldersValue
Q2 2026148$391.7M
Q1 2026130$207.1M
Q4 2025127$196.9M
Q3 2025129$172.8M
Q2 2025123$214.1M
Q1 2025117$281.7M
Q4 2024120$251.0M
Q3 2024114$249.4M
Q2 2024106$366.5M
Q1 202490$369.4M
Q4 202389$363.0M
Q3 202381$280.6M
Q2 202375$298.8M
Q1 202358$275.5M
Q4 202248$282.4M
Q3 202238$208.5M
Q2 20220$0
Q1 20220$0
Q4 20211$525.0K
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q2 2025.

Institutions holding WEST in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ameritas Investment Partners, Inc.3,320$16.1K0.00%00.0%Unchanged
State of Alaska, Department of Revenue3,491$16.0K0.00%+3,491New
Russell Investments Group, Ltd.3,136$15.2K0.00%+2,986+1,990.7%Added
Ronald Blue Trust, Inc.2,562$12.5K0.00%−7,022−73.3%Reduced
SRS Capital Advisors, Inc.1,936$9.41K0.00%−178−8.4%Reduced
Amalgamated Bank1,244$6.00K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,075$5.22K0.00%+807+301.1%Added
Northwestern Mutual Wealth Management Co1,000$4.86K0.00%00.0%Unchanged
Simplex Trading, LLC771$3.00K0.00%−15,182−95.2%Reduced
Optiver Holding B.V.608$2.96K0.00%+608New
Quantbot Technologies LP577$2.80K0.00%+577New
GAMMA Investing LLC385$1.87K0.00%−249−39.3%Reduced
Larson Financial Group LLC233$1.13K0.00%−637−73.2%Reduced
UMA Financial Services, Inc.175$8510.00%00.0%Unchanged
IFP Advisors, Inc156$7580.00%+137+721.1%Added
Allworth Financial LP119$5790.00%+119New
Essential Partners LLC115$5590.00%−4−3.4%Reduced
Quadrant Capital Group LLC98$4770.00%+98New
Sterling Capital Management LLC87$4230.00%+3+3.6%Added
Sunbelt Securities, Inc.76$3690.00%+76New
Wealthspire Advisors, LLC1,060$2920.00%+1,060New
Wealth Watch Advisors, INC55$2670.00%+55New
The PNC Financial Services Group, Inc.49$2380.00%+9+22.5%Added
Rothschild Investment LLC40$1940.00%00.0%Unchanged
True Wealth Design, LLC30$1460.00%−63−67.7%Reduced
Advisory Services Network, LLC16$780.00%+16New
SBI Securities Co., Ltd.1$50.00%+1New
West Financial Advisors, LLC31$00.00%00.0%Unchanged
Covestor Ltd10$00.00%00.0%Unchanged
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)0$00.00%−2,670,176−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−78,746−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−50,000−100.0%Sold out
Squarepoint Ops LLC0$00.00%−43,537−100.0%Sold out
Group One Trading, L.P.0$00.00%−38,735−100.0%Sold out
Savant Capital, LLC0$00.00%−12,615−100.0%Sold out
Creative Planning0$00.00%−12,239−100.0%Sold out
Millennium Capital Advisors, LLC0$00.00%−12,185−100.0%Sold out
HRT Financial LP0$00.00%−12,205−100.0%Sold out
Magnetar Financial LLC0$00.00%−11,313−100.0%Sold out
Voya Investment Management LLC0$00.00%−10,807−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−5,554−100.0%Sold out
Quarry LP0$00.00%−2,351−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−2,000−100.0%Sold out
Versant Capital Management, Inc0$00.00%−1,348−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−62−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−60−100.0%Sold out
First Horizon Advisors, Inc.––––Not filed