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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 2022

Institutional positions in WestRock Co as of Sep 30, 2022. 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
578
−24 vs. Q2 2022
Shares held
221.0M
+2.77M (+1.3%) vs. Q2 2022
Total value
$6.84B
−$1.85B (−21.3%) vs. Q2 2022
New holders
57
216 more added
Sold out
81
212 more reduced

5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 2022: 578 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 2022: $6.84B
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 2022

Shares, value and share of portfolio for each institution holding WestRock Co; share changes are against Q2 2022.

Institutions holding WRK in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc30,515,774$942.6M0.03%−8,2670.0%Reduced
BlackRock Inc.23,086,382$713.1M0.02%+26,815+0.1%Added
State Street Corp10,598,382$327.4M0.02%−511,091−4.6%Reduced
Greenhaven Associates IncSuperinvestorGreenhaven Associates9,946,624$307.3M6.46%+1,117,520+12.7%Added
Nordea Investment Management AB6,114,961$194.7M0.31%−200,387−3.2%Reduced
Pictet Asset Management SA6,098,335$188.4M0.28%−1,412,792−18.8%Reduced
Price T Rowe Associates Inc5,923,063$183.0M0.03%+619,458+11.7%Added
Norges Bank5,918,396$182.8M0.05%+451,990+8.3%Added
Geode Capital Management, LLC5,188,686$160.1M0.02%+88,839+1.7%Added
Impax Asset Management Group plc4,655,260$143.8M0.74%+681,756+17.2%Added
LSV Asset Management4,625,087$142.9M0.34%+90,800+2.0%Added
Invesco Ltd.4,162,961$128.6M0.04%−66,845−1.6%Reduced
Massachusetts Financial Services Co4,074,239$125.9M0.05%+29,809+0.7%Added
AQR Capital Management LLC3,824,124$118.1M0.29%+1,409,883+58.4%Added
Dimensional Fund Advisors LP3,492,788$107.9M0.04%+208,613+6.4%Added
Morgan Stanley3,138,215$96.9M0.01%−137,978−4.2%Reduced
Northern Trust Corp2,724,311$84.2M0.02%−39,432−1.4%Reduced
JPMorgan Chase & Co2,679,779$82.8M0.01%−85,793−3.1%Reduced
Prudential Financial Inc2,577,399$79.6M0.13%+808,239+45.7%Added
FMR LLC2,451,179$75.7M0.01%−781,942−24.2%Reduced
Bank of New York Mellon Corp2,430,831$75.1M0.02%−106,180−4.2%Reduced
Charles Schwab Investment Management Inc2,236,918$69.1M0.02%+53,527+2.5%Added
Goldman Sachs Group Inc2,127,699$65.7M0.02%+503,259+31.0%Added
Lansdowne Partners (UK) LLP2,086,374$64.4M13.87%−2,221,619−51.6%Reduced
Amundi1,662,220$54.4M0.03%+834,457+100.8%Added
Legal & General Group Plc1,743,749$53.9M0.02%−44,103−2.5%Reduced
Bank of America Corp1,711,672$52.9M0.01%+123,523+7.8%Added
Ninety One UK Ltd1,641,490$50.7M0.17%−379,847−18.8%Reduced
Barclays PLC1,417,411$43.8M0.05%+370,453+35.4%Added
Deutsche Bank AG1,408,075$43.5M0.03%+618,084+78.2%Added
Lakewood Capital Management, LP1,372,050$42.4M3.61%−5,400−0.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,341,869$41.5M0.03%−210,597−13.6%Reduced
BNP Paribas Arbitrage, SA1,325,335$40.9M0.10%+889,799+204.3%Added
Causeway Capital Management LLC1,303,405$40.3M1.13%+124,796+10.6%Added
UBS Asset Management Americas Inc1,297,299$40.1M0.02%+85,469+7.1%Added
Citadel Advisors LLC1,286,042$39.7M0.05%+665,285+107.2%Added
Patten & Patten Inc1,182,597$36.5M3.46%+3,775+0.3%Added
Two Sigma Advisers, LP1,162,300$35.9M0.10%−53,500−4.4%Reduced
Swiss National Bank1,104,540$34.1M0.02%−37,600−3.3%Reduced
Atlantic Investment Management, Inc.951,767$29.4M13.28%−48,868−4.9%Reduced
Two Sigma Investments, LP905,506$28.0M0.10%−228,279−20.1%Reduced
Millennium Management LLC861,137$26.6M0.03%+122,229+16.5%Added
Private Management Group Inc842,224$26.0M1.21%+127,645+17.9%Added
Intech Investment Management LLC840,470$26.0M0.19%−477,933−36.3%Reduced
APG Asset Management N.V.816,960$25.8M0.07%−376,566−31.6%Reduced
New York State Common Retirement Fund752,549$23.2M0.03%−2,507−0.3%Reduced
Deprince Race & Zollo Inc729,441$22.5M0.58%+103,166+16.5%Added
First Trust Advisors LP703,298$21.7M0.03%−2,298−0.3%Reduced
Nuveen Asset Management, LLC678,131$20.9M0.01%−12,271−1.8%Reduced
Janus Henderson Group PLC676,538$20.9M0.02%−490,474−42.0%Reduced
Capital Research Global Investors674,991$20.9M0.01%+588+0.1%Added
Adage Capital Partners GP, L.L.C.649,089$20.1M0.05%+383,700+144.6%Added
Verition Fund Management LLC646,941$20.0M0.27%+599,204+1,255.2%Added
HSBC Holdings PLC641,796$20.0M0.04%+246,520+62.4%Added
HighTower Advisors, LLC601,295$18.6M0.05%+100,997+20.2%Added
California Public Employees Retirement System597,340$18.5M0.02%+104,501+21.2%Added
Key Group Holdings (Cayman), Ltd.586,188$18.1M1.40%+202,900+52.9%Added
Russell Investments Group, Ltd.573,393$17.7M0.04%−27,083−4.5%Reduced
Macquarie Group Ltd509,465$15.7M0.02%−10,869−2.1%Reduced
Waratah Capital Advisors Ltd.508,289$15.7M1.04%+117,913+30.2%Added
Royal Bank of Canada491,772$15.2M0.01%−6,194−1.2%Reduced
D. E. Shaw & Co., Inc.473,707$14.6M0.03%+209,852+79.5%Added
Rhumbline Advisers469,851$14.5M0.02%+19,538+4.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.451,038$13.9M0.05%+383,633+569.1%Added
Paradigm Capital Management Inc447,823$13.8M0.99%−23,000−4.9%Reduced
Salem Investment Counselors Inc423,012$13.1M0.60%+3,250+0.8%Added
Korea Investment CORP421,226$13.0M0.04%+196,950+87.8%Added
Northwest & Ethical Investments L.P.419,252$13.0M0.52%+51,518+14.0%Added
Cubist Systematic Strategies, LLC418,417$12.9M0.10%+34,346+8.9%Added
Voya Investment Management LLC407,110$12.6M0.02%+39,331+10.7%Added
California State Teachers Retirement System404,734$12.5M0.02%−15,323−3.6%Reduced
Assenagon Asset Management S.A.403,566$12.5M0.05%−65,690−14.0%Reduced
Alliancebernstein L.P.397,617$12.3M0.01%−67,205−14.5%Reduced
Ameriprise Financial Inc393,160$12.2M0.00%−91,919−18.9%Reduced
Rothschild & Co Asset Management US Inc.389,564$12.0M0.21%−368−0.1%Reduced
O'Shaughnessy Asset Management, LLC379,912$11.7M0.22%+15,114+4.1%Added
State of Wisconsin Investment Board375,518$11.6M0.04%−404,241−51.8%Reduced
Credit Suisse AG371,902$11.5M0.01%+4,110+1.1%Added
Panagora Asset Management Inc363,852$11.2M0.08%+261,188+254.4%Added
Truist Financial Corp362,984$11.2M0.02%+5,817+1.6%Added
Thrivent Financial for Lutherans362,441$11.2M0.03%+4,683+1.3%Added
State Board of Administration of Florida Retirement System346,284$10.7M0.03%−6,138−1.7%Reduced
American Century Companies Inc336,152$10.4M0.01%−155,851−31.7%Reduced
Arnhold LLC334,239$10.3M1.39%00.0%Unchanged
Citigroup Inc331,631$10.2M0.01%+172,315+108.2%Added
Marshall Wace, LLP325,064$10.0M0.03%−24,675−7.1%Reduced
New York State Teachers Retirement System320,345$9.89M0.03%−6,610−2.0%Reduced
Principal Financial Group Inc316,323$9.77M0.01%−60,285−16.0%Reduced
Bank of Montreal227,912$9.66M0.01%−112,668−33.1%Reduced
Westwood Holdings Group Inc.268,584$8.30M0.10%+125,297+87.4%Added
Appian Way Asset Management LP260,608$8.05M3.82%+260,608New
Van Den Berg Management I, Inc259,394$8.01M2.38%−6,591−2.5%Reduced
Eaton Vance Management258,257$7.98M0.01%+4,311+1.7%Added
Olstein Capital Management, L.P.255,050$7.88M1.32%−245,950−49.1%Reduced
Los Angeles Capital Management LLC249,790$7.72M0.04%−158,735−38.9%Reduced
Jacobs Levy Equity Management, Inc249,605$7.71M0.06%−336,616−57.4%Reduced
Quaker Capital Investments, LLC249,002$7.69M3.22%00.0%Unchanged
UBS Group AG247,923$7.66M0.00%−26,949−9.8%Reduced
Holowesko Partners Ltd.239,800$7.41M4.18%00.0%Unchanged
Allianz Asset Management GmbH236,754$7.31M0.02%−4,301−1.8%Reduced