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Livermore
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 2023

Institutional positions in WestRock Co as of Dec 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
612
+22 vs. Q3 2023
Shares held
224.4M
+2.13M (+1.0%) vs. Q3 2023
Total value
$9.31B
+$1.34B (+16.8%) vs. Q3 2023
New holders
94
178 more added
Sold out
72
247 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 612 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 2023: $9.31B
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 2023

Shares, value and share of portfolio for each institution holding WestRock Co; share changes are against Q3 2023.

Institutions holding WRK in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0New
National Pension Service1$420.00%00.0%Unchanged
Rakuten Securities, Inc.1$420.00%+1New
Global Financial Private Client, LLC2$830.00%00.0%Unchanged
Trust Co of Vermont2$830.00%+2New
Financial Synergies Wealth Advisors, Inc.3$1060.00%−5−62.5%Reduced
Tfo-TDC, LLC6$2490.00%+5+500.0%Added
True Wealth Design, LLC7$2910.00%00.0%Unchanged
TFC Financial Management10$4160.00%+10New
Compass Wealth Management LLC11$4570.00%00.0%Unchanged
Assetmark, Inc11$4570.00%+11New
Abich Financial Wealth Management LLC12$4980.00%+12New
Proequities, Inc.14$5810.00%00.0%Unchanged
Prestige Wealth Management Group LLC15$6230.00%−41−73.2%Reduced
Colonial Trust Advisors15$6230.00%00.0%Unchanged
Dunhill Financial, LLC18$7420.00%+18New
Coppell Advisory Solutions LLC20$8300.00%+20New
Wolff Wiese Magana LLC20$8310.00%00.0%Unchanged
Boyd Watterson Asset Management LLC23$9550.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd25$1.00K0.00%00.0%Unchanged
Avion Wealth15$1.00K0.00%+1+7.1%Added
DiNuzzo Private Wealth, Inc.26$1.08K0.00%+26New
SOA Wealth Advisors, LLC.35$1.44K0.00%00.0%Unchanged
Private Wealth Management Group, LLC35$1.45K0.00%+35New
Versant Capital Management, Inc38$1.58K0.00%00.0%Unchanged
Concord Wealth Partners39$1.62K0.00%−2−4.9%Reduced
Gradient Investments LLC42$1.74K0.00%00.0%Unchanged
Clearstead Advisors, LLC43$1.79K0.00%+43New
Bruce G. Allen Investments, LLC45$1.87K0.00%+45New
SJS Investment Consulting Inc.47$1.95K0.00%00.0%Unchanged
Financial Management Professionals, Inc.46$2.00K0.00%−835−94.8%Reduced
Long Island Wealth Management, Inc.45$2.00K0.00%+45New
Sachetta, LLC53$2.20K0.00%+53New
MCF Advisors LLC54$2.24K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC56$2.35K0.00%+54+2,700.0%Added
Addison Advisors LLC57$2.37K0.00%00.0%Unchanged
DT Investment Partners, LLC60$2.48K0.00%00.0%Unchanged
AdvisorNet Financial, Inc61$2.53K0.00%−869−93.4%Reduced
Aspect Partners, LLC67$2.78K0.00%+67New
Raleigh Capital Management Inc.70$2.91K0.00%+70New
Peoples Bank75$3.11K0.00%00.0%Unchanged
Zions Bancorporation, N.A.77$3.20K0.00%+22+40.0%Added
McGlone Suttner Wealth Management, Inc.79$3.27K0.00%+79New
MV Capital Management, Inc.79$3.28K0.00%00.0%Unchanged
Bell Investment Advisors, Inc103$4.28K0.00%00.0%Unchanged
Fortitude Family Office, LLC107$4.44K0.00%+107New
St. Johns Investment Management Company, LLC110$4.57K0.00%00.0%Unchanged
IFP Advisors, Inc113$4.69K0.00%−125−52.5%Reduced
Key Financial Inc117$4.86K0.00%00.0%Unchanged
Main Street Group, LTD118$4.93K0.00%+118New
Pin Oak Investment Advisors Inc115$5.00K0.01%00.0%Unchanged
Asset Dedication, LLC115$5.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC121$5.02K0.00%+70+137.3%Added
St Germain D J Co Inc127$5.27K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC130$5.40K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.131$5.44K0.01%00.0%Unchanged
Eagle Bay Advisors LLC137$5.69K0.00%−15−9.9%Reduced
Annis Gardner Whiting Capital Advisors, LLC139$5.77K0.00%+4+3.0%Added
SRS Capital Advisors, Inc.139$5.77K0.00%+17+13.9%Added
Private Trust Co NA147$6.10K0.00%00.0%Unchanged
Smartleaf Asset Management LLC145$6.11K0.00%+145New
Delta Asset Management LLC150$6.23K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD158$6.55K0.00%−98−38.3%Reduced
Guardian Wealth Management, Inc.163$6.75K0.01%+2+1.2%Added
Impact Partnership Wealth, LLC166$6.90K0.00%−7,409−97.8%Reduced
Desjardins Global Asset Management Inc.172$7.14K0.00%00.0%Unchanged
First Horizon Advisors, Inc.199$8.26K0.00%−100−33.4%Reduced
Trifecta Capital Advisors, LLC200$8.30K0.00%+167+506.1%Added
Sunbelt Securities, Inc.213$8.84K0.00%+1+0.5%Added
Hall Laurie J Trustee225$9.00K0.00%00.0%Unchanged
Financial Perspectives, Inc224$9.30K0.00%00.0%Unchanged
Harbour Investments, Inc.227$9.43K0.00%+35+18.2%Added
MeadowBrook Investment Advisors LLC234$9.72K0.01%+234New
Sandy Spring Bank235$9.76K0.00%00.0%Unchanged
North Star Investment Management Corp.240$9.96K0.00%−45−15.8%Reduced
Harvest Fund Management Co., Ltd268$11.0K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC278$11.5K0.00%+278New
Householder Group Estate & Retirement Specialist, LLC300$12.0K0.00%+3+1.0%Added
TD Private Client Wealth LLC294$12.2K0.00%+102+53.1%Added
Monetary Management Group Inc300$12.5K0.00%00.0%Unchanged
Livelsberger Financial Advisory304$12.6K0.01%+304New
TD Waterhouse Canada Inc.300$12.7K0.00%−114−27.5%Reduced
Massmutual Trust Co FSB311$12.9K0.00%+34+12.3%Added
Jones Financial Companies LLLP312$13.0K0.00%00.0%Unchanged
Venturi Wealth Management, LLC313$13.0K0.00%00.0%Unchanged
NBT Bank N A356$14.8K0.00%+356New
Glassman Wealth Services383$15.9K0.00%00.0%Unchanged
Principal Securities, Inc.384$15.9K0.00%+384New
Huntington National Bank386$16.0K0.00%+1+0.3%Added
Quarry LP398$16.5K0.01%+398New
Brown, Lisle/Cummings, Inc.451$18.7K0.01%−6,803−93.8%Reduced
Millburn Ridgefield Corp462$19.2K0.00%−175−27.5%Reduced
Catalyst Capital Advisors LLC462$19.2K0.00%−175−27.5%Reduced
JJJ Advisors Inc.462$19.2K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC486$20.2K0.00%+4+0.8%Added
HM Payson & Co500$20.8K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.500$20.8K0.01%00.0%Unchanged
Anchor Investment Management, LLC516$21.4K0.00%−399−43.6%Reduced
Neo Ivy Capital Management561$23.0K0.05%+561New
Manchester Capital Management LLC554$23.0K0.00%+54+10.8%Added