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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, Q1 2023

Institutional positions in WestRock Co as of Mar 31, 2023. 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
564
−27 vs. Q4 2022
Shares held
222.4M
+3.32M (+1.5%) vs. Q4 2022
Total value
$6.79B
−$909.9M (−11.8%) vs. Q4 2022
New holders
58
242 more added
Sold out
85
175 more reduced

12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 564 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 heldQ1 2023: $6.79B
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, Q1 2023

Shares, value and share of portfolio for each institution holding WestRock Co; share changes are against Q4 2022.

Institutions holding WRK in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc31,332,892$954.7M0.02%+405,717+1.3%Added
BlackRock Inc.26,528,567$808.3M0.02%+2,320,073+9.6%Added
Greenhaven Associates IncSuperinvestorGreenhaven Associates12,686,720$386.6M6.00%+2,752,196+27.7%Added
State Street Corp10,447,482$318.3M0.02%+9,205+0.1%Added
Price T Rowe Associates Inc9,318,827$283.9M0.04%+3,459,641+59.0%Added
Invesco Ltd.5,988,924$182.5M0.05%−85,905−1.4%Reduced
Geode Capital Management, LLC5,332,679$162.1M0.02%+92,866+1.8%Added
Impax Asset Management Group plc5,259,854$160.3M0.67%+41,237+0.8%Added
Massachusetts Financial Services Co4,763,733$145.2M0.05%+665,614+16.2%Added
Nordea Investment Management AB4,683,115$140.8M0.21%−365,219−7.2%Reduced
LSV Asset Management4,338,206$132.2M0.30%−209,336−4.6%Reduced
FMR LLC4,308,386$131.3M0.01%+1,014,745+30.8%Added
Norges Bank4,280,787$130.4M0.03%−1,257,873−22.7%Reduced
Pictet Asset Management SA4,156,386$126.6M0.16%−1,677,258−28.8%Reduced
Dimensional Fund Advisors LP3,515,192$107.1M0.04%+65,488+1.9%Added
Morgan Stanley3,505,376$106.8M0.01%+448,965+14.7%Added
Prudential Financial Inc2,677,238$104.8M0.16%+79,371+3.1%Added
AQR Capital Management LLC3,114,542$93.6M0.21%−1,025,283−24.8%Reduced
Bank of New York Mellon Corp2,720,963$82.9M0.02%−37,332−1.4%Reduced
Northern Trust Corp2,707,353$82.5M0.02%+7,239+0.3%Added
Millennium Management LLC2,684,025$81.8M0.09%+1,334,342+98.9%Added
JPMorgan Chase & Co2,528,894$77.1M0.01%−75,621−2.9%Reduced
Charles Schwab Investment Management Inc2,391,886$72.9M0.02%+59,374+2.5%Added
Causeway Capital Management LLC2,117,015$64.5M1.55%+628,019+42.2%Added
Goldman Sachs Group Inc1,651,145$50.3M0.01%−31,921−1.9%Reduced
Legal & General Group Plc1,530,888$46.6M0.02%−97,835−6.0%Reduced
APG Asset Management N.V.1,585,783$44.5M0.09%+565,203+55.4%Added
Amundi1,313,308$39.5M0.02%−36,314−2.7%Reduced
UBS Asset Management Americas Inc1,255,881$38.3M0.02%−84,487−6.3%Reduced
Deutsche Bank AG1,170,299$35.7M0.02%+73,599+6.7%Added
Royal Bank of Canada1,090,870$33.2M0.01%−341,601−23.8%Reduced
Barclays PLC1,050,641$32.0M0.03%−366,323−25.9%Reduced
Citadel Advisors LLC1,024,435$31.2M0.03%+281,156+37.8%Added
Swiss National Bank1,007,286$30.7M0.02%−26,200−2.5%Reduced
Deprince Race & Zollo Inc959,211$29.2M0.68%+212,506+28.5%Added
Lakewood Capital Management, LP945,550$28.8M2.35%−115,800−10.9%Reduced
Verition Fund Management LLC943,058$28.7M0.46%+219,560+30.3%Added
First Trust Advisors LP896,521$27.3M0.03%+27,735+3.2%Added
Private Management Group Inc887,695$27.0M1.22%+49,548+5.9%Added
Bank of America Corp866,014$26.4M0.00%−256,744−22.9%Reduced
BNP Paribas Arbitrage, SA792,140$24.1M0.05%−264,336−25.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.776,087$23.6M0.02%−354,498−31.4%Reduced
Patten & Patten Inc771,103$23.5M2.07%−384,821−33.3%Reduced
Two Sigma Advisers, LP747,200$22.8M0.06%−334,900−30.9%Reduced
Assenagon Asset Management S.A.745,868$22.7M0.09%+714,521+2,279.4%Added
Intech Investment Management LLC735,738$22.4M0.18%−62,242−7.8%Reduced
New York State Common Retirement Fund726,765$22.1M0.03%−60,653−7.7%Reduced
Ameriprise Financial Inc695,222$21.2M0.01%+325,595+88.1%Added
Panagora Asset Management Inc683,875$20.8M0.13%+190,828+38.7%Added
Capital Research Global Investors674,991$20.6M0.01%00.0%Unchanged
Nuveen Asset Management, LLC639,151$19.5M0.01%−38,877−5.7%Reduced
HighTower Advisors, LLC621,661$19.0M0.04%+16,115+2.7%Added
Key Group Holdings (Cayman), Ltd.609,530$18.6M1.45%−70,821−10.4%Reduced
Credit Suisse AG526,759$16.1M0.02%+119,017+29.2%Added
California Public Employees Retirement System510,452$15.6M0.01%−70,054−12.1%Reduced
Alliancebernstein L.P.501,767$15.3M0.01%+81,998+19.5%Added
Rhumbline Advisers496,479$15.1M0.02%+21,447+4.5%Added
Savant Capital, LLC487,505$14.9M0.28%+481,202+7,634.5%Added
Squarepoint Ops LLC481,188$14.7M0.10%+330,568+219.5%Added
UBS Group AG474,551$14.5M0.01%+106,288+28.9%Added
Two Sigma Investments, LP473,101$14.4M0.04%−138,150−22.6%Reduced
Northwest & Ethical Investments L.P.467,038$14.2M0.47%00.0%Unchanged
Paradigm Capital Management Inc447,823$13.6M0.90%00.0%Unchanged
HSBC Holdings PLC434,415$13.2M0.02%−32,021−6.9%Reduced
Tudor Investment Corp Et Al428,122$13.0M0.25%+428,122New
Russell Investments Group, Ltd.428,252$13.0M0.03%+62,476+17.1%Added
Westwood Holdings Group Inc.422,960$12.9M0.12%+59,900+16.5%Added
Salem Investment Counselors Inc417,562$12.7M0.51%−1470.0%Reduced
Cinctive Capital Management LP414,909$12.6M0.47%+414,909New
California State Teachers Retirement System404,941$12.3M0.02%−3,702−0.9%Reduced
Arnhold LLC398,034$12.1M1.38%+45,247+12.8%Added
Worldquant Millennium Advisors LLC373,954$11.4M0.21%−78,880−17.4%Reduced
Macquarie Group Ltd364,648$11.1M0.01%−6,391−1.7%Reduced
Citigroup Inc356,759$10.9M0.01%+95,670+36.6%Added
Voya Investment Management LLC353,235$10.8M0.01%−60,289−14.6%Reduced
State Board of Administration of Florida Retirement System346,284$10.6M0.02%00.0%Unchanged
Olstein Capital Management, L.P.337,050$10.3M1.61%+82,000+32.2%Added
State of Wisconsin Investment Board334,318$10.2M0.03%+78,363+30.6%Added
NFJ Investment Group, LLC333,213$10.2M0.27%+333,213New
Principal Financial Group Inc311,987$9.51M0.01%+6,570+2.2%Added
Truist Financial Corp303,098$9.24M0.02%−18,369−5.7%Reduced
New York State Teachers Retirement System301,170$9.18M0.02%−9,045−2.9%Reduced
Natixis285,870$8.71M0.08%+216,136+309.9%Added
Pinebridge Investments, L.P.282,592$8.61M0.10%−40,056−12.4%Reduced
South Dakota Investment Council280,770$8.55M0.18%+115,393+69.8%Added
Voloridge Investment Management, LLC272,074$8.29M0.04%+258,156+1,854.8%Added
Vident Investment Advisory, LLC266,198$8.11M0.26%+16,289+6.5%Added
Jacobs Levy Equity Management, Inc265,053$8.08M0.05%+6,027+2.3%Added
Adage Capital Partners GP, L.L.C.254,989$7.77M0.02%−19,608−7.1%Reduced
Quaker Capital Investments, LLC249,002$7.59M3.02%00.0%Unchanged
M&G Investment Management Ltd245,912$7.38M0.05%+80,985+49.1%Added
Bank of Montreal240,547$7.34M0.00%+2,049+0.9%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main233,567$7.12M0.01%+5,490+2.4%Added
Hosking Partners LLP227,468$6.93M0.32%−45,832−16.8%Reduced
TD Asset Management Inc227,295$6.93M0.01%+6,336+2.9%Added
Engineers Gate Manager LP223,663$6.82M0.28%+57,788+34.8%Added
CapWealth Advisors, LLC221,891$6.76M0.84%−278−0.1%Reduced
Holocene Advisors, LP219,614$6.69M0.03%+56,860+34.9%Added
Susquehanna International Group, LLP218,408$6.65M0.01%+123,025+129.0%Added
Nomura Asset Management Co Ltd216,883$6.61M0.03%+55,561+34.4%Added