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WestRock Co

WRKDelisted Jul 8, 2024
Industry
Paperboard Containers & Boxes
SEC CIK
0001732845

WestRock Co was delisted on Jul 8, 2024; its insiders filed their last Form 4 on Jul 8, 2024; 589 institutions reported holding it in 13F filings for Q2 2024, worth $11.7B in total; superinvestors Soros Fund Management and Maverick Capital held it.

13F holders, Q2 2021

Institutional positions in WestRock Co as of Jun 30, 2021. 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
610
+24 vs. Q1 2021
Shares held
225.2M
+2.90M (+1.3%) vs. Q1 2021
Total value
$12.0B
+$408.8M (+3.5%) vs. Q1 2021
New holders
77
212 more added
Sold out
53
223 more reduced

4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WRK 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 holdersQ2 2021: 610 institutions
Q1 2021: 590 institutionsQ2 2021: 610 institutionsQ3 2021: 587 institutionsQ4 2021: 601 institutionsQ1 2022: 627 institutionsQ2 2022: 607 institutionsQ3 2022: 578 institutionsQ4 2022: 603 institutionsQ1 2023: 564 institutionsQ2 2023: 573 institutionsQ3 2023: 594 institutionsQ4 2023: 612 institutionsQ1 2024: 588 institutionsQ2 2024: 589 institutionsQ3 2024: 6 institutionsQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ2 2021: $12.0B
Q1 2021: $11.6BQ2 2021: $12.0BQ3 2021: $11.5BQ4 2021: $9.88BQ1 2022: $10.5BQ2 2022: $8.69BQ3 2022: $6.84BQ4 2022: $7.71BQ1 2023: $6.79BQ2 2023: $6.54BQ3 2023: $7.97BQ4 2023: $9.31BQ1 2024: $11.4BQ2 2024: $11.7BQ3 2024: $3.67MQ4 2024: $52Q1 2025: $52Q2 2025: $52Q3 2025: $52Q4 2025: $52Q1 2026: $52Q2 2026: $52
Institutions holding WRK and their total value by quarter
QuarterHoldersValue
Q2 20261$52
Q1 20261$52
Q4 20251$52
Q3 20251$52
Q2 20251$52
Q1 20251$52
Q4 20241$52
Q3 20246$3.67M
Q2 2024589$11.7B
Q1 2024588$11.4B
Q4 2023612$9.31B
Q3 2023594$7.97B
Q2 2023573$6.54B
Q1 2023564$6.79B
Q4 2022603$7.71B
Q3 2022578$6.84B
Q2 2022607$8.69B
Q1 2022627$10.5B
Q4 2021601$9.88B
Q3 2021587$11.5B
Q2 2021610$12.0B
Q1 2021590$11.6B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding WestRock Co; share changes are against Q1 2021.

Institutions holding WRK in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc30,153,272$1.60B0.15%+1,605,498+5.6%Added
Vanguard Group Inc29,987,226$1.60B0.04%+459,434+1.6%Added
BlackRock Inc.21,244,223$1.13B0.03%−766,272−3.5%Reduced
State Street Corp11,945,992$635.8M0.03%+504,456+4.4%Added
Pictet Asset Management Ltd6,727,655$358.0M0.39%+2,579,535+62.2%Added
JPMorgan Chase & Co6,394,769$340.3M0.04%+482,325+8.2%Added
FMR LLC6,061,912$322.6M0.03%−2,512,470−29.3%Reduced
Norges Bank5,280,471$281.0M0.06%+448,250+9.3%Added
Geode Capital Management, LLC4,924,839$261.4M0.04%+264,941+5.7%Added
LSV Asset Management4,627,615$246.3M0.42%−207,242−4.3%Reduced
Impax Asset Management Group plc4,264,413$227.0M1.00%+601,511+16.4%Added
Invesco Ltd.4,002,742$213.0M0.05%+1,069,295+36.5%Added
Dimensional Fund Advisors LP3,301,483$175.7M0.06%−754,484−18.6%Reduced
Northern Trust Corp2,893,545$154.0M0.03%−111,108−3.7%Reduced
Russell Investments Group, Ltd.2,826,431$150.4M0.25%−403,315−12.5%Reduced
Nordea Investment Management AB2,738,874$145.8M0.20%+172,485+6.7%Added
Bank of New York Mellon Corp2,651,861$141.1M0.03%−475,652−15.2%Reduced
Massachusetts Financial Services Co2,592,729$138.0M0.04%+52,913+2.1%Added
Bank of Montreal2,213,259$118.8M0.06%+642,199+40.9%Added
Charles Schwab Investment Management Inc2,070,175$110.2M0.04%+46,197+2.3%Added
Legal & General Group Plc1,892,173$100.7M0.03%+135,153+7.7%Added
Morgan Stanley1,825,943$97.2M0.01%+841,418+85.5%Added
Bank of America Corp1,812,269$96.4M0.01%−475,025−20.8%Reduced
Royal Bank of Canada1,464,785$78.0M0.02%+88,650+6.4%Added
Goldman Sachs Group Inc1,414,079$75.3M0.02%+227,791+19.2%Added
Deutsche Bank AG1,353,620$72.0M0.04%+104,984+8.4%Added
APG Asset Management N.V.1,576,371$70.7M0.12%−112,986−6.7%Reduced
Ardevora Asset Management LLP1,314,085$69.9M0.88%+1,314,085New
Agf Investments Inc.1,303,766$69.4M0.52%+380,491+41.2%Added
KBC Group NV1,240,788$66.0M0.24%+148,268+13.6%Added
Causeway Capital Management LLC1,224,190$65.2M1.33%+201,781+19.7%Added
State of Wisconsin Investment Board1,209,556$64.4M0.13%−34,560−2.8%Reduced
Patten & Patten Inc1,189,403$63.3M4.82%−7,212−0.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,127,068$60.0M0.04%+208,303+22.7%Added
Atlantic Investment Management, Inc.1,117,924$59.5M18.68%−93,016−7.7%Reduced
Swiss National Bank1,074,740$57.2M0.04%+64,688+6.4%Added
Capital Research Global Investors1,074,494$57.2M0.01%−723−0.1%Reduced
UBS Asset Management Americas Inc1,020,805$54.3M0.02%+25,316+2.5%Added
Parametric Portfolio Associates LLC989,627$52.7M0.03%−19,077−1.9%Reduced
AQR Capital Management LLC984,779$51.8M0.09%−365,371−27.1%Reduced
Nuveen Asset Management, LLC962,808$51.2M0.02%+39,692+4.3%Added
Lakewood Capital Management, LP962,450$51.2M2.14%−191,000−16.6%Reduced
Sandbar Asset Management LLP885,012$47.1M5.09%+188,145+27.0%Added
American Century Companies Inc861,916$45.9M0.03%+8,752+1.0%Added
Panagora Asset Management Inc856,593$45.6M0.24%+262,333+44.1%Added
Barclays PLC715,259$38.1M0.03%+140,728+24.5%Added
Private Management Group Inc712,339$37.9M1.66%−29,278−3.9%Reduced
Citadel Advisors LLC649,134$34.5M0.04%−53,764−7.6%Reduced
California Public Employees Retirement System622,358$33.1M0.02%−8,265−1.3%Reduced
Mackenzie Financial Corp572,832$30.5M0.04%−179,728−23.9%Reduced
STRS Ohio522,483$27.8M0.10%+1,271+0.2%Added
Principal Financial Group Inc517,342$27.5M0.02%−76,063−12.8%Reduced
Prudential Financial Inc495,165$26.4M0.04%+69,653+16.4%Added
Alliancebernstein L.P.492,369$26.2M0.01%−60,968−11.0%Reduced
BNP Paribas Arbitrage, SA472,625$25.2M0.05%+389,314+467.3%Added
Paradigm Capital Management Inc470,823$25.1M1.20%−246,032−34.3%Reduced
UBS Group AG451,060$24.0M0.01%−24,136−5.1%Reduced
California State Teachers Retirement System449,686$23.9M0.03%−6,755−1.5%Reduced
Kimelman & Baird, LLC444,941$23.7M2.11%+444,941New
Stack Financial Management, Inc425,506$22.6M1.95%+7,317+1.7%Added
Janus Henderson Group PLC415,998$22.1M0.01%+334,504+410.5%Added
Ameriprise Financial Inc415,781$22.1M0.01%−171,322−29.2%Reduced
Rhumbline Advisers412,788$22.0M0.03%−20,685−4.8%Reduced
Rothschild & Co Asset Management US Inc.408,970$21.8M0.26%−2,434−0.6%Reduced
State Board of Administration of Florida Retirement System394,529$21.0M0.04%+8,760+2.3%Added
Payden & Rygel393,600$20.9M1.00%+22,900+6.2%Added
New York State Common Retirement Fund393,207$20.9M0.02%+40,178+11.4%Added
Robeco Institutional Asset Management B.V.389,513$20.7M0.05%−62,823−13.9%Reduced
Minneapolis Portfolio Management Group, LLC386,866$20.6M2.14%+386,866New
HSBC Holdings PLC387,640$20.5M0.02%−18,596−4.6%Reduced
HighTower Advisors, LLC377,490$20.1M0.06%+27,501+7.9%Added
Northwest & Ethical Investments L.P.374,779$19.9M0.65%+85,184+29.4%Added
Guyasuta Investment Advisors Inc369,615$19.7M1.41%+8,147+2.3%Added
Wells Fargo & Company359,006$19.1M0.00%−237,750−39.8%Reduced
CapWealth Advisors, LLC352,345$18.8M2.04%+2,995+0.9%Added
First Trust Advisors LP342,047$18.2M0.02%+105,171+44.4%Added
Bridgeway Capital Management, LLC333,700$17.8M0.32%−12,700−3.7%Reduced
Macquarie Group Ltd324,147$17.3M0.01%−1440.0%Reduced
Millennium Management LLC322,722$17.2M0.02%+251,761+354.8%Added
Storebrand Asset Management AS307,039$16.3M0.08%00.0%Unchanged
Arnhold LLC299,627$15.9M1.81%−7,570−2.5%Reduced
New York State Teachers Retirement System296,285$15.8M0.03%−12,739−4.1%Reduced
Credit Suisse AG298,898$15.7M0.01%−13,823−4.4%Reduced
O'Shaughnessy Asset Management, LLC279,294$14.9M0.30%+22,557+8.8%Added
Citigroup Inc269,099$14.3M0.01%−27,462−9.3%Reduced
Adage Capital Partners GP, L.L.C.266,989$14.2M0.03%−7,000−2.6%Reduced
Janney Capital Management LLC265,616$14.1M0.90%−2,159−0.8%Reduced
Fifth Third Bancorp265,609$14.1M0.06%+82,919+45.4%Added
Manufacturers Life Insurance Company, The255,680$13.6M0.01%−16,863−6.2%Reduced
Amundi253,785$13.5M0.01%+253,785New
Westpac Banking Corp251,850$13.4M0.13%+122,221+94.3%Added
AustralianSuper Pty Ltd238,814$12.7M0.09%−6,533−2.7%Reduced
Key Group Holdings (Cayman), Ltd.235,938$12.6M1.30%−436,788−64.9%Reduced
Van Den Berg Management I, Inc234,988$12.5M2.46%−3,460−1.5%Reduced
Mitsubishi UFJ Trust & Banking Corp231,302$12.3M0.03%+2,104+0.9%Added
Ensign Peak Advisors, Inc228,938$12.2M0.02%−20,330−8.2%Reduced
UBS Oconnor LLC225,000$12.0M0.11%+125,000+125.0%Added
Arbiter Partners Capital Management LLC224,848$12.0M7.25%−228,000−50.3%Reduced
Quaker Capital Investments, LLC221,980$11.8M4.69%00.0%Unchanged
Gateway Investment Advisers LLC221,876$11.8M0.12%−47,217−17.5%Reduced