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 2026
Institutional positions in Westrock Coffee Co as of Mar 31, 2026. 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
- 130
- +4 vs. Q4 2025
- Shares held
- 48.7M
- +3.29M (+7.2%) vs. Q4 2025
- Total value
- $207.1M
- +$22.1M (+11.9%) vs. Q4 2025
- New holders
- 16
- 43 more added
- Sold out
- 12
- 46 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $0 | 0.00% | +12+120.0% | Added |
| Beacon Investment Advisory Services, Inc. | 25 | $0 | 0.00% | +25 | New |
| Caitong International Asset Management Co., Ltd | 1 | $4 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 2 | $8 | 0.00% | −23−92.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $22 | 0.00% | +5 | New |
| True Wealth Design, LLC | 8 | $34 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $85 | 0.00% | −32−61.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 25 | $106 | 0.00% | +25 | New |
| US Bancorp | 43 | $183 | 0.00% | +6+16.2% | Added |
| Rothschild Investment LLC | 58 | $247 | 0.00% | +42+262.5% | Added |
| Root Financial Partners, LLC | 66 | $281 | 0.00% | +66 | New |
| The PNC Financial Services Group, Inc. | 68 | $289 | 0.00% | +44+183.3% | Added |
| Sterling Capital Management LLC | 234 | $995 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 259 | $1.10K | 0.00% | −35−11.9% | Reduced |
| Parallel Advisors, LLC | 280 | $1.19K | 0.00% | −2,075−88.1% | Reduced |
| SRS Capital Advisors, Inc. | 389 | $1.65K | 0.00% | −614−61.2% | Reduced |
| Optiver Holding B.V. | 392 | $1.67K | 0.00% | −216−35.5% | Reduced |
| Ronald Blue Trust, Inc. | 394 | $1.68K | 0.00% | −1,754−81.7% | Reduced |
| International Assets Investment Management, LLC | 500 | $2.13K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 672 | $2.86K | 0.00% | −16−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 705 | $3.00K | 0.00% | −672−48.8% | Reduced |
| Essential Partners LLC | 969 | $4.12K | 0.00% | +950+5,000.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,000 | $4.25K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,163 | $4.94K | 0.00% | −5,102−81.4% | Reduced |
| Royal Bank of Canada | 1,617 | $7.00K | 0.00% | −2,011−55.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,710 | $7.27K | 0.00% | +416+32.1% | Added |
| Farther Finance Advisors, LLC | 1,795 | $7.67K | 0.00% | +720+67.0% | Added |
| Citigroup Inc | 1,933 | $8.22K | 0.00% | +1,091+129.6% | Added |
| California State Teachers Retirement System | 1,950 | $8.29K | 0.00% | −267−12.0% | Reduced |
| Advisory Services Network, LLC | 2,000 | $8.50K | 0.00% | +2,000 | New |
| MAI Capital Management | 2,207 | $9.38K | 0.00% | −843−27.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,962 | $12.6K | 0.00% | −191−6.1% | Reduced |
| Russell Investments Group, Ltd. | 3,034 | $12.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,219 | $13.7K | 0.00% | −669−17.2% | Reduced |
| State of Alaska, Department of Revenue | 3,491 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,320 | $14.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,778 | $14.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,631 | $15.4K | 0.00% | −1,699−31.9% | Reduced |
| CWM, LLC | 5,096 | $21.7K | 0.00% | +3,044+148.3% | Added |
| Group One Trading, L.P. | 6,053 | $25.7K | 0.00% | +6,053 | New |
| New York State Common Retirement Fund | 6,640 | $28.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,046 | $34.2K | 0.00% | +138+1.7% | Added |
| Mercer Global Advisors Inc | 10,431 | $44.3K | 0.00% | −1,060−9.2% | Reduced |
| Waterloo Capital, L.P. | 10,553 | $44.9K | 0.00% | +47+0.4% | Added |
| Hudson Bay Capital Management LP | 10,580 | $45.0K | 0.00% | +10,580 | New |
| Intech Investment Management LLC | 10,656 | $45.3K | 0.00% | −12,142−53.3% | Reduced |
| MetLife Investment Management | 11,698 | $49.7K | 0.00% | −9,165−43.9% | Reduced |
| Hexagon Capital Partners LLC | 11,755 | $50.0K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,856 | $50.4K | 0.00% | −1,422−10.7% | Reduced |
| Pathstone Holdings, LLC | 12,000 | $51.0K | 0.00% | −2,000−14.3% | Reduced |
| Patriot Investment Management Inc. | 12,061 | $51.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,070 | $51.3K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 12,866 | $54.7K | 0.00% | −18,315−58.7% | Reduced |
| Summit Asset Management, LLC | 13,271 | $56.4K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 13,999 | $59.5K | 0.00% | −1,065−7.1% | Reduced |
| Cetera Investment Advisers | 14,353 | $61.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15,171 | $61.4K | 0.00% | +547+3.7% | Added |
| Wells Fargo & Company | 14,660 | $62.3K | 0.00% | −26,077−64.0% | Reduced |
| Modera Wealth Management, LLC | 15,000 | $63.8K | 0.00% | −10,000−40.0% | Reduced |
| Commerce Advisors, LLC | 15,850 | $67.4K | 0.06% | +15,850 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 17,146 | $72.9K | 0.00% | +408+2.4% | Added |
| Invesco Ltd. | 18,413 | $78.3K | 0.00% | +5,037+37.7% | Added |
| Jane Street Group, LLC | 18,571 | $78.9K | 0.00% | −136,627−88.0% | Reduced |
| Vanguard Global Advisers, LLC | 19,033 | $80.9K | 0.00% | +19,033 | New |
| HighTower Advisors, LLC | 19,400 | $82.5K | 0.00% | +219+1.1% | Added |
| Arvest Bank Trust Division | 22,635 | $96.2K | 0.01% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 23,615 | $100.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 23,597 | $100.3K | 0.00% | +21,528+1,040.5% | Added |
| Inscription Capital, LLC | 23,999 | $102.0K | 0.01% | −26,839−52.8% | Reduced |
| Barclays PLC | 24,755 | $105.2K | 0.00% | −37,783−60.4% | Reduced |
| Marshall Wace, LLP | 25,301 | $107.5K | 0.00% | −126,834−83.4% | Reduced |
| Creative Planning | 26,161 | $111.2K | 0.00% | +8,187+45.5% | Added |
| Red Door Wealth Management, LLC | 28,000 | $119.0K | 0.01% | +2,000+7.7% | Added |
| HSBC Holdings PLC | 29,811 | $122.8K | 0.00% | +15,676+110.9% | Added |
| Raymond James Financial Inc | 30,939 | $131.5K | 0.00% | −23,350−43.0% | Reduced |
| Millennium Management LLC | 32,199 | $136.8K | 0.00% | −644,201−95.2% | Reduced |
| D. E. Shaw & Co., Inc. | 32,215 | $136.9K | 0.00% | +11,940+58.9% | Added |
| Alliancebernstein L.P. | 34,420 | $140.1K | 0.00% | +2,700+8.5% | Added |
| Deutsche Bank AG | 33,512 | $142.4K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 36,540 | $155.3K | 0.03% | +3,087+9.2% | Added |
| Renaissance Technologies LLC | 42,000 | $178.5K | 0.00% | −23,675−36.0% | Reduced |
| Rhumbline Advisers | 42,413 | $180.3K | 0.00% | −550−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 46,705 | $198.5K | 0.00% | +9,698+26.2% | Added |
| Regions Financial Corp | 47,430 | $201.6K | 0.00% | +17,000+55.9% | Added |
| Alberta Investment Management Corp | 50,000 | $212.5K | 0.00% | +50,000 | New |
| Susquehanna International Group, LLP | 54,976 | $233.6K | 0.00% | −13,417−19.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 57,614 | $244.9K | 0.00% | −13,436−18.9% | Reduced |
| Greenwood Gearhart Inc | 58,167 | $247.2K | 0.01% | −300−0.5% | Reduced |
| Private Capital Management, LLC | 60,000 | $255.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 62,934 | $267.5K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 65,130 | $277.0K | 0.00% | +7,969+13.9% | Added |
| Bank of America Corp | 69,801 | $296.7K | 0.00% | +1,477+2.2% | Added |
| Bank of New York Mellon Corp | 76,437 | $324.9K | 0.00% | −3,236−4.1% | Reduced |
| Arkansas Financial Group, Inc. | 66,126 | $330.6K | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 85,212 | $362.2K | 0.00% | −29,453−25.7% | Reduced |
| Quantinno Capital Management LP | 90,721 | $385.6K | 0.00% | −71,946−44.2% | Reduced |
| AQR Capital Management LLC | 105,896 | $450.1K | 0.00% | +71,391+206.9% | Added |
| UBS Group AG | 116,025 | $493.1K | 0.00% | +59,336+104.7% | Added |