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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, Q3 2021

Institutional positions in WestRock Co as of Sep 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
587
−15 vs. Q2 2021
Shares held
230.0M
+12.0M (+5.5%) vs. Q2 2021
Total value
$11.5B
−$125.4M (−1.1%) vs. Q2 2021
New holders
55
208 more added
Sold out
70
212 more reduced

8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 587 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 heldQ3 2021: $11.5B
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, Q3 2021

Shares, value and share of portfolio for each institution holding WestRock Co; share changes are against Q2 2021.

Institutions holding WRK in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Highland Capital Management, LLC69,820$3.48M0.21%−1,950−2.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund71,151$3.54M0.01%−7,683−9.7%Reduced
DnB Asset Management AS72,209$3.60M0.02%−4,169−5.5%Reduced
State of Michigan Retirement System72,366$3.61M0.02%+200+0.3%Added
Arizona State Retirement System74,682$3.72M0.03%+200+0.3%Added
Lazard Asset Management LLC76,759$3.82M0.00%−24,231−24.0%Reduced
Employees Retirement System of Texas77,000$3.84M0.04%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.77,139$3.84M0.01%−3,754−4.6%Reduced
ExodusPoint Capital Management, LP80,408$4.01M0.06%+37,686+88.2%Added
Aviva PLC81,064$4.04M0.02%−3,200−3.8%Reduced
KWMG, LLC82,090$4.09M0.60%+3,956+5.1%Added
Carlson Capital L P83,200$4.15M0.22%+83,200New
Westwood Holdings Group Inc.87,234$4.35M0.05%+87,234New
Alpha Omega Wealth Management LLC87,455$4.36M0.71%+1,002+1.2%Added
Royal London Asset Management Ltd87,544$4.36M0.02%−9,378−9.7%Reduced
Benson Investment Management Company, Inc.88,417$4.41M2.27%+88,417New
Paradiem, LLC93,831$4.42M1.32%+4,790+5.4%Added
Davy Global Fund Management Ltd88,752$4.42M0.67%+18,479+26.3%Added
Hosking Partners LLP90,146$4.49M0.11%−9,997−10.0%Reduced
Retirement Systems of Alabama91,691$4.57M0.02%−5,654−5.8%Reduced
AE Wealth Management LLC91,811$4.58M0.04%+17,897+24.2%Added
Guggenheim Capital LLC91,904$4.58M0.03%−23,471−20.3%Reduced
Putnam Investments LLC93,034$4.64M0.01%+93,034New
Skba Capital Management LLC93,900$4.68M0.93%−42,950−31.4%Reduced
Salem Capital Management Inc94,774$4.72M2.59%−633−0.7%Reduced
Sage Capital Advisors,llc95,675$4.77M2.03%+683+0.7%Added
Fuller & Thaler Asset Management, Inc.96,035$4.79M0.03%+23,200+31.9%Added
Federated Hermes, Inc.98,766$4.92M0.01%+7,502+8.2%Added
Treasurer of the State of North Carolina98,889$4.93M0.03%+4,409+4.7%Added
Handelsbanken Fonder AB99,614$4.96M0.03%00.0%Unchanged
UBS Oconnor LLC100,000$4.98M0.04%−125,000−55.6%Reduced
American International Group, Inc.100,192$4.99M0.03%−1,414−1.4%Reduced
Commonwealth Equity Services, LLC100,748$5.02M0.01%−2,612−2.5%Reduced
Amalgamated Bank102,977$5.13M0.04%−1,627−1.6%Reduced
Gulf International Bank (UK) Ltd102,982$5.13M0.07%00.0%Unchanged
Leuthold Group, LLC103,381$5.15M0.63%+309+0.3%Added
AMP Capital Investors Ltd103,763$5.17M0.03%−49,957−32.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.105,226$5.24M0.03%+9,253+9.6%Added
Vident Investment Advisory, LLC105,909$5.28M0.16%+5,070+5.0%Added
TD Asset Management Inc107,527$5.36M0.01%−31,476−22.6%Reduced
Two Sigma Advisers, LP109,400$5.45M0.01%+90,800+488.2%Added
Envestnet Asset Management Inc110,140$5.49M0.00%−9,746−8.1%Reduced
Oregon Public Employees Retirement Fund110,719$5.52M0.06%+735+0.7%Added
USS Investment Management Ltd111,598$5.56M0.05%−443−0.4%Reduced
Granite Investment Advisors, LLC113,613$5.66M0.92%−2,506−2.2%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main114,000$5.68M0.01%00.0%Unchanged
LPL Financial LLC116,004$5.78M0.01%+10,443+9.9%Added
Comerica Bank118,895$5.79M0.03%+48,109+68.0%Added
Nomura Asset Management Co Ltd117,545$5.86M0.03%−10,399−8.1%Reduced
Peloton Wealth Strategists117,675$5.86M2.40%−4,350−3.6%Reduced
Asset Management One Co.,Ltd.118,750$5.92M0.02%−2,752−2.3%Reduced
First Trust Advisors LP119,099$5.93M0.01%−222,948−65.2%Reduced
Allianz Asset Management GmbH119,187$5.94M0.00%−4,331−3.5%Reduced
Canal Capital Management, LLC119,434$5.95M1.70%+67+0.1%Added
Cambridge Investment Research Advisors, Inc.122,898$6.12M0.03%+841+0.7%Added
tru Independence LLC123,735$6.17M1.72%+123,735New
M&G Investment Management Ltd125,103$6.25M0.03%+3,157+2.6%Added
River & Mercantile Asset Management LLP128,834$6.42M0.50%−50,933−28.3%Reduced
Davenport & Co LLC128,988$6.43M0.05%+510.0%Added
Voya Investment Management LLC132,846$6.62M0.01%+12,085+10.0%Added
State of Tennessee, Treasury Department133,026$6.63M0.03%−6,558−4.7%Reduced
Holowesko Partners Ltd.135,000$6.73M2.66%+135,000New
Man Group plc135,270$6.74M0.02%−81,912−37.7%Reduced
Lapides Asset Management, LLC135,500$6.75M2.80%00.0%Unchanged
State of Alaska, Department of Revenue136,374$6.79M0.07%−4,474−3.2%Reduced
Susquehanna International Group, LLP145,587$7.25M0.01%+54,732+60.2%Added
Eaton Vance Management150,799$7.28M0.01%−22,331−12.9%Reduced
Standard Life Aberdeen plc149,078$7.49M0.02%+9,426+6.7%Added
AustralianSuper Pty Ltd152,326$7.59M0.05%−86,488−36.2%Reduced
State of New Jersey Common Pension Fund D153,663$7.66M0.02%−4,377−2.8%Reduced
Andra AP-fonden158,600$7.90M0.16%−1,400−0.9%Reduced
Toronto Dominion Bank163,036$8.12M0.01%+9,137+5.9%Added
Chevy Chase Trust Holdings, Inc.163,939$8.17M0.03%−5,634−3.3%Reduced
Formuepleje A/S164,453$8.19M0.33%+33,553+25.6%Added
Boston Partners168,657$8.40M0.01%−4,479−2.6%Reduced
Salem Investment Counselors Inc169,005$8.42M0.46%−1,500−0.9%Reduced
Public Employees Retirement System of Ohio169,205$8.43M0.03%−3,742−2.2%Reduced
Pacer Advisors, Inc.174,553$8.70M0.11%+52,243+42.7%Added
Telos Capital Management, Inc.175,520$8.75M1.20%+14,277+8.9%Added
Assenagon Asset Management S.A.176,438$8.79M0.04%+72,103+69.1%Added
D. E. Shaw & Co., Inc.178,164$8.88M0.01%+157,405+758.2%Added
Raymond James & Associates180,631$9.00M0.01%−21,943−10.8%Reduced
Southernsun Asset Management, LLC183,532$9.14M0.97%+44,736+32.2%Added
Easterly Investment Partners LLC187,186$9.33M0.63%+187,186New
Ensign Peak Advisors, Inc190,076$9.47M0.02%−38,862−17.0%Reduced
Mn Services Vermogensbeheer B.V.195,200$9.73M0.06%+2,000+1.0%Added
Citigroup Inc195,851$9.76M0.01%−73,248−27.2%Reduced
Swedbank AB196,801$9.81M0.02%+29,961+18.0%Added
Westpac Banking Corp200,457$9.99M0.11%−51,393−20.4%Reduced
Great West Life Assurance Co205,854$10.3M0.02%+25,602+14.2%Added
Mitsubishi UFJ Trust & Banking Corp207,858$10.4M0.02%−23,444−10.1%Reduced
Gateway Investment Advisers LLC221,554$11.0M0.12%−322−0.1%Reduced
Quaker Capital Investments, LLC221,980$11.1M4.74%00.0%Unchanged
Arbiter Partners Capital Management LLC224,848$11.2M7.78%00.0%Unchanged
Olstein Capital Management, L.P.235,250$11.7M1.44%+28,500+13.8%Added
Van Den Berg Management I, Inc235,449$11.7M2.30%+461+0.2%Added
Manufacturers Life Insurance Company, The238,212$11.9M0.01%−17,468−6.8%Reduced
BNP Paribas Arbitrage, SA249,457$12.4M0.03%−223,168−47.2%Reduced
Canada Pension Plan Investment Board255,010$12.7M0.01%+255,000+2,550,000.0%Added
Fifth Third Bancorp255,620$12.7M0.06%−9,989−3.8%Reduced