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 2026
Institutional positions in Westrock Coffee Co as of Jun 30, 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
- 148
- +20 vs. Q1 2026
- Shares held
- 48.3M
- −401.8K (−0.8%) vs. Q1 2026
- Total value
- $391.7M
- +$184.6M (+89.1%) vs. Q1 2026
- New holders
- 35
- 61 more added
- Sold out
- 15
- 25 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 126 | $196.8M |
| 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 2026
Shares, value and share of portfolio for each institution holding Westrock Coffee Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 44 | $0 | 0.00% | +22+100.0% | Added |
| Bessemer Group Inc | 25 | $0 | 0.00% | +25 | New |
| JPL Wealth Management, LLC | 9 | $73 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 11 | $89 | 0.00% | +10+1,000.0% | Added |
| The PNC Financial Services Group, Inc. | 13 | $105 | 0.00% | −55−80.9% | Reduced |
| National Bank of Canada | 17 | $138 | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 23 | $187 | 0.00% | +23 | New |
| Transamerica Financial Advisors, Inc. | 25 | $202 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $203 | 0.00% | +25 | New |
| US Bancorp | 35 | $284 | 0.00% | −8−18.6% | Reduced |
| Clearstead Advisors, LLC | 48 | $391 | 0.00% | +48 | New |
| True Wealth Design, LLC | 125 | $1.01K | 0.00% | +117+1,462.5% | Added |
| Sterling Capital Management LLC | 168 | $1.36K | 0.00% | −66−28.2% | Reduced |
| SJS Investment Consulting Inc. | 170 | $1.38K | 0.00% | +165+3,300.0% | Added |
| IFP Advisors, Inc | 267 | $2.17K | 0.00% | +247+1,235.0% | Added |
| Parallel Advisors, LLC | 280 | $2.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 367 | $2.98K | 0.00% | +309+532.8% | Added |
| Aster Capital Management (DIFC) Ltd | 373 | $3.02K | 0.00% | +373 | New |
| Ronald Blue Trust, Inc. | 394 | $3.19K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 500 | $3.77K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 517 | $4.19K | 0.00% | −1,433−73.5% | Reduced |
| Essential Partners LLC | 590 | $4.79K | 0.00% | −379−39.1% | Reduced |
| GAMMA Investing LLC | 672 | $5.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 964 | $7.82K | 0.00% | +259+36.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,000 | $8.11K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,010 | $8.19K | 0.00% | −700−40.9% | Reduced |
| Versant Capital Management, Inc | 1,163 | $9.43K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,271 | $10.3K | 0.00% | +1,271 | New |
| Allworth Financial LP | 1,302 | $10.6K | 0.00% | +1,043+402.7% | Added |
| Royal Bank of Canada | 1,859 | $15.0K | 0.00% | +242+15.0% | Added |
| Farther Finance Advisors, LLC | 1,880 | $15.2K | 0.00% | +85+4.7% | Added |
| Ameritas Investment Partners, Inc. | 3,320 | $26.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,348 | $27.2K | 0.00% | −2,705−44.7% | Reduced |
| State of Alaska, Department of Revenue | 3,491 | $28.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,500 | $28.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,733 | $30.3K | 0.00% | +514+16.0% | Added |
| Tower Research Capital LLC (TRC) | 4,048 | $32.8K | 0.00% | +1,086+36.7% | Added |
| Jones Financial Companies LLLP | 3,778 | $35.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,860 | $39.4K | 0.00% | +4,860 | New |
| New York State Common Retirement Fund | 6,640 | $53.9K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,149 | $82.3K | 0.00% | +10,149 | New |
| SG Americas Securities, LLC | 10,354 | $84.0K | 0.00% | +10,354 | New |
| Intech Investment Management LLC | 10,548 | $85.5K | 0.00% | −108−1.0% | Reduced |
| Waterloo Capital, L.P. | 10,729 | $87.0K | 0.00% | +176+1.7% | Added |
| Summit Asset Management, LLC | 10,750 | $87.2K | 0.01% | −2,521−19.0% | Reduced |
| Sequoia Financial Advisors, LLC | 10,812 | $87.7K | 0.00% | +10,812 | New |
| Manufacturers Life Insurance Company, The | 11,147 | $90.4K | 0.00% | −709−6.0% | Reduced |
| Pathstone Holdings, LLC | 12,000 | $97.3K | 0.00% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 12,061 | $97.8K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,070 | $97.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12,256 | $99.4K | 0.00% | +11,867+3,050.6% | Added |
| Winton Group Ltd | 12,300 | $99.8K | 0.00% | +12,300 | New |
| CI Private Wealth, LLC | 12,424 | $100.8K | 0.00% | +12,424 | New |
| Los Angeles Capital Management LLC | 13,335 | $108.1K | 0.00% | +13,335 | New |
| Wealth Enhancement Advisory Services, LLC | 15,324 | $113.9K | 0.00% | +15,324 | New |
| Two Sigma Securities, LLC | 15,423 | $125.1K | 0.01% | +15,423 | New |
| Cetera Investment Advisers | 15,478 | $125.5K | 0.00% | +1,125+7.8% | Added |
| JPMorgan Chase & Co | 15,585 | $127.6K | 0.00% | +414+2.7% | Added |
| Magnetar Financial LLC | 16,564 | $134.3K | 0.00% | +16,564 | New |
| Red Door Wealth Management, LLC | 17,000 | $137.9K | 0.01% | −11,000−39.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,211 | $139.6K | 0.00% | +65+0.4% | Added |
| Balyasny Asset Management LLC | 18,111 | $146.9K | 0.00% | +5,245+40.8% | Added |
| SEI Investments Co | 18,916 | $153.4K | 0.00% | +18,916 | New |
| HighTower Advisors, LLC | 19,356 | $157.0K | 0.00% | −44−0.2% | Reduced |
| Citigroup Inc | 19,914 | $161.5K | 0.00% | +17,981+930.2% | Added |
| Fox Run Management, L.L.C. | 20,648 | $167.5K | 0.03% | +20,648 | New |
| MetLife Investment Management | 21,933 | $177.9K | 0.00% | +10,235+87.5% | Added |
| Cerity Partners LLC | 22,273 | $180.6K | 0.00% | +22,273 | New |
| Virtu Financial LLC | 22,376 | $181.0K | 0.01% | +22,376 | New |
| Inscription Capital, LLC | 22,435 | $181.9K | 0.02% | −1,564−6.5% | Reduced |
| Arvest Bank Trust Division | 22,635 | $183.6K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 22,852 | $185.3K | 0.00% | +12,421+119.1% | Added |
| Alliancebernstein L.P. | 43,820 | $186.2K | 0.00% | +9,400+27.3% | Added |
| Lathrop Investment Management Corp | 23,615 | $192.0K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 24,759 | $200.8K | 0.00% | +6,346+34.5% | Added |
| Vanguard Global Advisers, LLC | 26,411 | $214.2K | 0.00% | +7,378+38.8% | Added |
| Raymond James Financial Inc | 26,939 | $218.5K | 0.00% | −4,000−12.9% | Reduced |
| XTX Topco Ltd | 27,604 | $223.9K | 0.00% | +27,604 | New |
| Jain Global LLC | 28,754 | $233.2K | 0.00% | +28,754 | New |
| Wells Fargo & Company | 34,078 | $276.4K | 0.00% | +19,418+132.5% | Added |
| Deutsche Bank AG | 34,301 | $278.2K | 0.00% | +789+2.4% | Added |
| Legacy Capital Wealth Partners, LLC | 34,500 | $279.8K | 0.05% | −2,040−5.6% | Reduced |
| Barclays PLC | 35,454 | $287.5K | 0.00% | +10,699+43.2% | Added |
| Aquatic Capital Management LLC | 37,848 | $306.9K | 0.01% | +14,251+60.4% | Added |
| Ieq Capital, LLC | 42,451 | $344.3K | 0.00% | +42,451 | New |
| Creative Planning | 43,786 | $355.1K | 0.00% | +17,625+67.4% | Added |
| Rhumbline Advisers | 46,665 | $378.4K | 0.00% | +4,252+10.0% | Added |
| Regions Financial Corp | 47,430 | $384.7K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 56,776 | $460.5K | 0.02% | +56,776 | New |
| HSBC Holdings PLC | 57,716 | $464.3K | 0.00% | +27,905+93.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 57,614 | $467.3K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 58,167 | $471.7K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 62,934 | $510.4K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 64,305 | $521.5K | 0.00% | +64,305 | New |
| Price T Rowe Associates Inc | 69,920 | $568.0K | 0.00% | +4,790+7.4% | Added |
| Bank of New York Mellon Corp | 83,069 | $673.7K | 0.00% | +6,632+8.7% | Added |
| Jump Financial, LLC | 83,564 | $677.7K | 0.01% | +83,564 | New |
| Renaissance Technologies LLC | 83,700 | $678.8K | 0.00% | +41,700+99.3% | Added |