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Livermore
ZHEN

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, Q4 2022

Institutional positions in WestRock Co as of Dec 31, 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
603
+35 vs. Q3 2022
Shares held
219.2M
−1.28M (−0.6%) vs. Q3 2022
Total value
$7.71B
+$884.6M (+13.0%) vs. Q3 2022
New holders
93
212 more added
Sold out
58
208 more reduced

10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 603 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 heldQ4 2022: $7.71B
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, Q4 2022

Shares, value and share of portfolio for each institution holding WestRock Co; share changes are against Q3 2022.

Institutions holding WRK in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Financial Group LLC20$00.00%+20New
Global Financial Private Client, LLC2$700.00%00.0%Unchanged
First Manhattan Co3$1050.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$1060.00%00.0%Unchanged
Tfo-TDC, LLC2$2050.00%+2New
True Wealth Design, LLC7$2460.00%+7New
Gradient Investments LLC11$3870.00%00.0%Unchanged
Compass Wealth Management LLC11$3870.00%+11New
Cullen/Frost Bankers, Inc.12$4220.00%00.0%Unchanged
GHP Investment Advisors, Inc.15$5270.00%+15New
SRS Capital Advisors, Inc.17$5980.00%00.0%Unchanged
BerganKDV Wealth Management, LLC17$5980.00%+17New
Trifecta Capital Advisors, LLC17$5980.00%+17New
Highline Wealth Partners LLC18$6330.00%00.0%Unchanged
Colonial Trust Advisors19$6680.00%+19New
Moisand Fitzgerald Tamayo, LLC20$7030.00%00.0%Unchanged
Boyd Watterson Asset Management LLC23$8090.00%+23New
JJJ Advisors Inc.22$8220.00%00.0%Unchanged
Johnson Financial Group, Inc.26$9140.00%00.0%Unchanged
Accurate Wealth Management, LLC25$9190.00%+25New
CoreCap Advisors, LLC27$9490.00%+27New
Sierra Capital LLC19$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP42$1.00K0.00%+42New
JTC Employer Solutions Trusteee Ltd25$1.00K0.00%+25New
Hollencrest Capital Management30$1.05K0.00%+30New
Baker Avenue Asset Management, LP30$1.05K0.00%+30New
Disciplined Investments, LLC33$1.16K0.00%+16+94.1%Added
SOA Wealth Advisors, LLC.34$1.21K0.00%−4−10.5%Reduced
Money Concepts Capital Corp35$1.23K0.00%+34+3,400.0%Added
SJS Investment Consulting Inc.37$1.30K0.00%−17−31.5%Reduced
My Personal CFO, LLC39$1.37K0.00%+39New
Whittier Trust Co of Nevada Inc45$1.58K0.00%+45New
Schubert & Co47$1.65K0.00%−54−53.5%Reduced
Lee Financial Co49$1.72K0.00%+49New
Sutton Wealth Advisors Inc.51$1.79K0.00%−76−59.8%Reduced
MCF Advisors LLC54$1.90K0.00%00.0%Unchanged
Financial Management Professionals, Inc.46$2.00K0.00%00.0%Unchanged
DT Investment Partners, LLC60$2.11K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC64$2.25K0.00%−24−27.3%Reduced
Concord Wealth Partners68$2.38K0.00%+68New
Brown Brothers Harriman & Co81$2.85K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC97$3.41K0.00%+89+1,112.5%Added
Davidson Capital Management Inc.100$3.52K0.00%+100New
Key Financial Inc117$3.61K0.00%00.0%Unchanged
Fiduciary Alliance LLC103$3.62K0.00%+103New
St. Johns Investment Management Company, LLC110$3.87K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc115$4.00K0.00%00.0%Unchanged
St Germain D J Co Inc127$4.46K0.00%+127New
Sanctuary Wealth Management, L.L.C.131$4.61K0.01%+131New
MV Capital Management, Inc.132$4.64K0.00%−34−20.5%Reduced
Versant Capital Management, Inc134$4.71K0.00%+38+39.6%Added
Crewe Advisors LLC135$4.75K0.00%−460−77.3%Reduced
Beaird Harris Wealth Management, LLC136$4.78K0.00%+136New
Tilia Fiduciary Partners, Inc.139$4.89K0.00%+139New
Massmutual Trust Co FSB142$5.00K0.00%−140−49.6%Reduced
Hexagon Capital Partners LLC145$5.10K0.00%−240−62.3%Reduced
Earnest Partners LLC153$5.38K0.00%00.0%Unchanged
Bell Investment Advisors, Inc157$5.52K0.00%+132+528.0%Added
Guardian Wealth Management, Inc.157$5.52K0.01%+157New
Eagle Bay Advisors LLC165$5.80K0.00%−1,271−88.5%Reduced
Harbour Investments, Inc.185$6.50K0.00%+3+1.6%Added
Plante Moran Financial Advisors, LLC197$6.93K0.00%+197New
North Star Investment Management Corp.210$7.38K0.00%00.0%Unchanged
Financial Perspectives, Inc224$7.88K0.00%00.0%Unchanged
Hall Laurie J Trustee225$8.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.228$8.02K0.00%+149+188.6%Added
Sandy Spring Bank235$8.26K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD250$8.78K0.00%+2+0.8%Added
First Horizon Advisors, Inc.251$8.82K0.00%−217−46.4%Reduced
Private Trust Co NA256$9.00K0.00%−33−11.4%Reduced
Harvest Fund Management Co., Ltd268$9.00K0.00%00.0%Unchanged
Clear Street Markets LLC256$9.00K0.00%+256New
Glassman Wealth Services262$9.21K0.00%−32−10.9%Reduced
Desjardins Global Asset Management Inc.300$10.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC289$10.0K0.01%+2+0.7%Added
Delta Asset Management LLC300$10.5K0.00%+300New
Monetary Management Group Inc300$10.5K0.00%+300New
CVA Family Office, LLC310$10.9K0.00%+185+148.0%Added
Farther Finance Advisors, LLC327$11.5K0.00%+327New
TD Private Client Wealth LLC332$11.7K0.00%−3,292−90.8%Reduced
Lindbrook Capital, LLC335$11.8K0.00%+60+21.8%Added
Trustcore Financial Services, LLC340$12.0K0.00%00.0%Unchanged
Huntington National Bank343$12.1K0.00%−249−42.1%Reduced
Global Retirement Partners, LLC368$12.9K0.00%+1+0.3%Added
Smithfield Trust Co370$13.0K0.00%−70−15.9%Reduced
Belpointe Asset Management LLC374$13.2K0.00%+374New
WR Wealth Planners, LLC424$14.9K0.01%00.0%Unchanged
Umb Bank N A435$15.0K0.00%+399+1,108.3%Added
Parkside Financial Bank & Trust441$15.5K0.00%−256−36.7%Reduced
Carolinas Wealth Consulting LLC469$16.5K0.00%+3+0.6%Added
Achmea Investment Management B.V.529$17.0K0.00%−11,123−95.5%Reduced
Spirit of America Management Corp500$17.6K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.500$17.6K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.517$18.3K0.00%+217+72.3%Added
Hazlett, Burt & Watson, Inc.527$19.0K0.02%+352+201.1%Added
BI Asset Management Fondsmaeglerselskab A/S569$20.0K0.00%+569New
Ellevest, Inc.591$20.8K0.00%−118−16.6%Reduced
Ancora Advisors, LLC600$21.0K0.00%+300+100.0%Added
Cornerstone Management, Inc.600$21.1K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt635$22.3K0.00%−14,100−95.7%Reduced