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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 2023

Institutional positions in WestRock Co as of Jun 30, 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
573
+10 vs. Q1 2023
Shares held
224.4M
+2.00M (+0.9%) vs. Q1 2023
Total value
$6.54B
−$257.7M (−3.8%) vs. Q1 2023
New holders
58
202 more added
Sold out
48
222 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 573 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 2023: $6.54B
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 2023

Shares, value and share of portfolio for each institution holding WestRock Co; share changes are against Q1 2023.

Institutions holding WRK in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of Montreal215,322$6.48M0.00%−25,225−10.5%Reduced
Andra AP-fonden219,800$6.39M0.16%+66,600+43.5%Added
Holocene Advisors, LP218,511$6.35M0.03%−1,103−0.5%Reduced
Fuller & Thaler Asset Management, Inc.212,586$6.18M0.04%+1,500+0.7%Added
Cinctive Capital Management LP202,433$5.88M0.23%−212,476−51.2%Reduced
CapWealth Advisors, LLC199,370$5.80M0.71%−22,521−10.1%Reduced
Van Den Berg Management I, Inc198,081$5.76M2.07%+7,665+4.0%Added
Swedbank AB196,801$5.72M0.01%00.0%Unchanged
Janus Henderson Group PLC196,773$5.72M0.00%+61,093+45.0%Added
Ergoteles LLC190,373$5.53M0.27%+173,540+1,031.0%Added
Mitsubishi UFJ Trust & Banking Corp187,767$5.46M0.01%−12,602−6.3%Reduced
Manufacturers Life Insurance Company, The186,438$5.42M0.00%+2,590+1.4%Added
State of Wisconsin Investment Board172,438$5.01M0.01%−161,880−48.4%Reduced
Storebrand Asset Management AS165,783$4.82M0.02%−43,603−20.8%Reduced
Mackenzie Financial Corp163,015$4.78M0.01%−5,836−3.5%Reduced
SG Americas Securities, LLC162,554$4.72M0.04%+141,233+662.4%Added
Toronto Dominion Bank158,686$4.61M0.01%+41,056+34.9%Added
Tudor Investment Corp Et Al157,458$4.58M0.07%−270,664−63.2%Reduced
Gateway Investment Advisers LLC155,677$4.53M0.05%−538−0.3%Reduced
Invenomic Capital Management LP155,374$4.52M0.25%+110,898+249.3%Added
Raymond James & Associates149,286$4.34M0.00%−5,718−3.7%Reduced
Chevy Chase Trust Holdings, Inc.147,346$4.28M0.02%−638−0.4%Reduced
CIBC World Markets Corp143,632$4.18M0.03%+130,755+1,015.4%Added
Alpha Omega Wealth Management LLC143,078$4.16M0.70%+20,042+16.3%Added
Wellington Management Group LLP142,805$4.15M0.00%+46,839+48.8%Added
State of New Jersey Common Pension Fund D139,445$4.05M0.01%00.0%Unchanged
tru Independence LLC138,909$4.04M1.33%−15,985−10.3%Reduced
Sage Capital Advisors,llc136,126$3.96M1.39%+4,363+3.3%Added
Waratah Capital Advisors Ltd.134,353$3.91M0.20%+134,353New
American Century Companies Inc134,021$3.90M0.00%+16,180+13.7%Added
KWMG, LLC131,018$3.81M0.47%+17,606+15.5%Added
Point72 Asset Management, L.P.130,020$3.78M0.01%+85,576+192.5%Added
Schonfeld Strategic Advisors LLC127,544$3.71M0.03%+92,626+265.3%Added
Public Employees Retirement System of Ohio127,031$3.69M0.01%−14,571−10.3%Reduced
Wharton Business Group, LLC126,667$3.68M0.24%+5,273+4.3%Added
Polar Asset Management Partners Inc.126,000$3.66M0.07%+126,000New
Man Group plc123,212$3.58M0.01%––
Wells Fargo & Company122,614$3.56M0.00%−16,574−11.9%Reduced
Cambridge Investment Research Advisors, Inc.122,563$3.56M0.02%+13,776+12.7%Added
Susquehanna International Group, LLP121,340$3.53M0.01%−97,068−44.4%Reduced
Mn Services Vermogensbeheer B.V.121,300$3.53M0.03%−7,300−5.7%Reduced
Quantbot Technologies LP121,098$3.52M0.23%+70,903+141.3%Added
Lombard Odier Asset Management (Europe) Ltd120,377$3.50M0.17%+120,377New
Telos Capital Management, Inc.118,969$3.46M0.46%−19,651−14.2%Reduced
Alberta Investment Management Corp118,680$3.45M0.03%−39,416−24.9%Reduced
Canal Capital Management, LLC116,942$3.40M0.69%+210.0%Added
Davy Global Fund Management Ltd116,939$3.40M0.65%−10,751−8.4%Reduced
Treasurer of the State of North Carolina114,351$3.32M0.02%+250.0%Added
Intact Investment Management Inc.114,300$3.32M0.14%+20,600+22.0%Added
LPL Financial LLC113,294$3.29M0.00%+5,360+5.0%Added
Lapides Asset Management, LLC110,300$3.21M2.10%−4,000−3.5%Reduced
Mariner, LLC106,833$3.11M0.01%−4,879−4.4%Reduced
Davenport & Co LLC105,191$3.06M0.02%+591+0.6%Added
Levin Capital Strategies, L.P.104,875$3.05M0.35%−648−0.6%Reduced
B & T Capital Management DBA Alpha Capital Management85,716$3.01M0.75%00.0%Unchanged
SWS Partners100,444$2.92M1.05%+18,169+22.1%Added
Asset Management One Co.,Ltd.99,465$2.89M0.01%−45,153−31.2%Reduced
Putnam Investments LLC99,298$2.89M0.00%+3,338+3.5%Added
Wedge Capital Management L L P99,249$2.89M0.05%+90,198+996.6%Added
Healthcare of Ontario Pension Plan Trust Fund98,000$2.85M0.01%−18,585−15.9%Reduced
KBC Group NV97,330$2.83M0.01%−19,643−16.8%Reduced
Commonwealth Equity Services, LLC96,707$2.81M0.01%+27,036+38.8%Added
SEI Investments Co95,553$2.78M0.00%+2,927+3.2%Added
DnB Asset Management AS93,581$2.72M0.02%−98,582−51.3%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.93,011$2.70M0.01%−9,590−9.3%Reduced
Ensign Peak Advisors, Inc93,002$2.70M0.01%+12,275+15.2%Added
Thrivent Financial for Lutherans92,715$2.70M0.01%−280.0%Reduced
Ionic Capital Management LLC92,000$2.67M1.08%−30,000−24.6%Reduced
Jane Street Group, LLC90,486$2.63M0.00%+36,298+67.0%Added
Weiss Multi-Strategy Advisers LLC90,130$2.62M0.06%+45,130+100.3%Added
Great West Life Assurance Co89,501$2.61M0.01%−58,522−39.5%Reduced
National Bank of Canada89,449$2.61M0.01%+27,494+44.4%Added
Tredje AP-fonden89,568$2.60M0.04%−9,841−9.9%Reduced
Peloton Wealth Strategists86,875$2.52M1.12%−3,600−4.0%Reduced
Oregon Public Employees Retirement Fund86,306$2.51M0.03%+15,258+21.5%Added
Benjamin F. Edwards & Company, Inc.85,973$2.50M0.10%+75,638+731.9%Added
Stifel Financial Corp84,227$2.45M0.00%+60,183+250.3%Added
Point72 Middle East FZE83,482$2.43M0.13%+83,482New
Banco Bilbao Vizcaya Argentaria, S.A.81,724$2.38M0.03%−1,945−2.3%Reduced
State of Michigan Retirement System81,664$2.37M0.01%+2,400+3.0%Added
Allianz Asset Management GmbH81,577$2.37M0.00%−25,869−24.1%Reduced
ProShare Advisors LLC80,879$2.35M0.01%−5,527−6.4%Reduced
Algert Global LLC80,196$2.33M0.10%−47,941−37.4%Reduced
American International Group, Inc.80,062$2.33M0.01%+227+0.3%Added
Amalgamated Bank79,986$2.33M0.02%+12,960+19.3%Added
Formuepleje A/S79,978$2.32M0.20%−112,459−58.4%Reduced
D. E. Shaw & Co., Inc.79,752$2.32M0.00%+11,597+17.0%Added
Robeco Institutional Asset Management B.V.78,254$2.27M0.01%−16,926−17.8%Reduced
Dynamic Technology Lab Private Ltd74,048$2.15M0.27%+74,048New
Korea Investment CORP73,612$2.14M0.01%−91,847−55.5%Reduced
Abn Amro Investment Solutions73,295$2.13M0.04%+43,102+142.8%Added
DekaBank Deutsche Girozentrale72,375$2.07M0.00%−8,269−10.3%Reduced
River & Mercantile Asset Management LLP70,312$2.04M0.40%−650−0.9%Reduced
Arizona State Retirement System69,497$2.02M0.02%−4,483−6.1%Reduced
State of Tennessee, Treasury Department68,499$1.99M0.01%−14,481−17.5%Reduced
USS Investment Management Ltd68,178$1.98M0.02%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.66,008$1.92M0.00%+3,898+6.3%Added
MetLife Investment Management64,963$1.89M0.01%−724−1.1%Reduced
Standard Life Aberdeen plc64,817$1.88M0.00%−907−1.4%Reduced
Lighthouse Investment Partners, LLC64,500$1.88M0.14%+12,000+22.9%Added