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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, 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
Hartford Financial Management Inc.17,226$715.2K0.16%−991−5.4%Reduced
Los Angeles Capital Management LLC17,241$715.8K0.00%−16,890−49.5%Reduced
Teza Capital Management LLC17,286$717.7K0.12%−52,304−75.2%Reduced
JustInvest LLC17,381$721.7K0.02%−1,401−7.5%Reduced
Metis Global Partners, LLC17,458$724.9K0.03%+1,032+6.3%Added
Neuberger Berman Group LLC18,125$752.5K0.00%+115+0.6%Added
Hedges Asset Management LLC18,200$755.7K0.59%−200−1.1%Reduced
Water Island Capital LLC18,316$760.5K0.08%−127,684−87.5%Reduced
LVM Capital Management Ltd18,395$764.0K0.10%+150+0.8%Added
Cerity Partners LLC18,589$772.2K0.00%+3,482+23.0%Added
Keybank National Association18,763$779.0K0.00%−70.0%Reduced
626 Financial, LLC18,972$787.7K0.52%+265+1.4%Added
Crossmark Global Holdings, Inc.19,165$795.0K0.02%−2,411−11.2%Reduced
Maryland State Retirement & Pension System19,585$813.2K0.02%00.0%Unchanged
Rafferty Asset Management, LLC19,899$826.2K0.00%+812+4.3%Added
Oak Thistle LLC20,142$836.3K0.24%+20,142New
Sumitomo Mitsui DS Asset Management Company, Ltd20,504$851.3K0.01%+62+0.3%Added
Kentucky Retirement Systems20,515$851.8K0.03%+2,573+14.3%Added
US Bancorp20,839$865.2K0.00%+2,195+11.8%Added
Abn Amro Investment Solutions20,941$869.5K0.02%−30,991−59.7%Reduced
Aigen Investment Management, LP21,157$878.4K0.16%+10,847+105.2%Added
Miracle Mile Advisors, LLC21,180$879.4K0.02%00.0%Unchanged
Gulf International Bank (UK) Ltd21,319$885.0K0.02%−2,697−11.2%Reduced
Quantinno Capital Management LP21,317$885.0K0.03%+3,952+22.8%Added
Franklin Resources Inc21,444$890.4K0.00%−2,758−11.4%Reduced
M&T Bank Corp21,541$894.1K0.00%−1,419−6.2%Reduced
Raymond James Financial Services Advisors, Inc.21,897$909.2K0.00%−954−4.2%Reduced
Teachers Retirement System of the State of Kentucky21,983$913.0K0.01%−940−4.1%Reduced
Elo Mutual Pension Insurance Co22,386$929.0K0.02%+949+4.4%Added
Silvercrest Asset Management Group LLC23,396$971.4K0.01%−10,704−31.4%Reduced
Abacus Planning Group, Inc.23,452$973.7K0.21%00.0%Unchanged
Degroof Petercam Asset Management23,500$975.7K0.01%+23,500New
Daiwa Securities Group Inc.23,710$984.0K0.01%+1,421+6.4%Added
Diligent Investors, LLC24,103$1.00M0.27%−1,596−6.2%Reduced
RFG Advisory, LLC24,120$1.00M0.04%+7,337+43.7%Added
Qsemble Capital Management, LP24,835$1.03M0.26%−7,865−24.1%Reduced
Lazard Asset Management LLC25,429$1.05M0.00%−2,616−9.3%Reduced
Pacer Advisors, Inc.25,817$1.07M0.00%+90.0%Added
Truist Financial Corp26,547$1.10M0.00%+11,920+81.5%Added
CIBC World Markets Inc.27,621$1.15M0.00%−185−0.7%Reduced
State of Alaska, Department of Revenue27,689$1.15M0.01%−2,765−9.1%Reduced
Nissay Asset Management Corp29,372$1.22M0.01%+986+3.5%Added
British Columbia Investment Management Corp29,501$1.22M0.01%+6,418+27.8%Added
Weatherly Asset Management L. P.29,556$1.23M0.13%−2,728−8.5%Reduced
Mariner, LLC30,002$1.25M0.00%−86,565−74.3%Reduced
Public Employees Retirement Association of Colorado30,053$1.25M0.01%00.0%Unchanged
Crawford Investment Counsel Inc30,451$1.26M0.03%−661−2.1%Reduced
CI Private Wealth, LLC30,481$1.27M0.00%−162−0.5%Reduced
Yakira Capital Management, Inc.30,912$1.28M0.42%+30,912New
Glenmede Trust Co NA31,178$1.29M0.01%+242+0.8%Added
Shell Asset Management Co31,365$1.30M0.06%−16,144−34.0%Reduced
Federated Hermes, Inc.32,148$1.33M0.00%+5,748+21.8%Added
CIBC World Markets Corp33,002$1.37M0.01%+18,857+133.3%Added
Mirae Asset Global Investments Co., Ltd.33,034$1.37M0.00%+853+2.7%Added
Janus Henderson Group PLC33,283$1.38M0.00%−200−0.6%Reduced
Schonfeld Strategic Advisors LLC33,900$1.41M0.01%+33,900New
Recurrent Investment Advisors LLC34,003$1.41M0.21%−3,754−9.9%Reduced
Transform Wealth, LLC34,041$1.41M0.14%−2,719−7.4%Reduced
Mutual of America Capital Management LLC34,306$1.42M0.02%−1,552−4.3%Reduced
Wolverine Trading, LLC34,521$1.43M0.01%+8,028+30.3%Added
CIBC Asset Management Inc34,825$1.45M0.01%−1,246−3.5%Reduced
Sagefield Capital LP34,900$1.45M0.19%+34,900New
Robeco Institutional Asset Management B.V.34,963$1.45M0.00%−72,068−67.3%Reduced
Timucuan Asset Management Inc35,000$1.45M0.05%00.0%Unchanged
Janney Montgomery Scott LLC37,451$1.55M0.01%+5,969+19.0%Added
Mainstay Capital Management LLC37,497$1.56M0.30%+6,239+20.0%Added
Rockefeller Capital Management L.P.37,713$1.57M0.01%+73+0.2%Added
Comerica Bank38,151$1.58M0.01%−5,341−12.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)38,413$1.59M0.01%−38,762−50.2%Reduced
Tower Research Capital LLC (TRC)38,608$1.60M0.02%+12,678+48.9%Added
Oregon Public Employees Retirement Fund39,328$1.63M0.03%−27,942−41.5%Reduced
BCK Capital Management LP40,109$1.67M1.63%00.0%Unchanged
River & Mercantile Asset Management LLP41,725$1.73M0.33%−28,680−40.7%Reduced
BIP Wealth, LLC42,099$1.75M0.14%−3,525−7.7%Reduced
Advisor Group Holdings, Inc.42,504$1.76M0.00%−17,315−28.9%Reduced
Allianz Asset Management GmbH42,526$1.77M0.00%−3,589−7.8%Reduced
Envestnet Asset Management Inc42,619$1.77M0.00%−9,862−18.8%Reduced
Handelsbanken Fonder AB42,800$1.78M0.01%00.0%Unchanged
Insight Wealth Strategies, LLC42,805$1.78M0.29%+710+1.7%Added
DekaBank Deutsche Girozentrale42,773$1.79M0.00%+13,688+47.1%Added
South Dakota Investment Council43,105$1.79M0.04%−267,106−86.1%Reduced
Intech Investment Management LLC43,156$1.79M0.03%−77,064−64.1%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.43,301$1.80M0.01%+3,781+9.6%Added
Utah Retirement Systems43,820$1.82M0.02%+200+0.5%Added
Nisa Investment Advisors, LLC43,877$1.82M0.01%−6,345−12.6%Reduced
Lowe Brockenbrough & Co Inc44,073$1.83M0.14%+1,470+3.5%Added
AQR Capital Management LLC44,143$1.83M0.00%−117,853−72.8%Reduced
Pinnacle Associates Ltd44,474$1.85M0.03%−1,255−2.7%Reduced
Quantbot Technologies LP44,904$1.86M0.11%+44,904New
Czech National Bank44,907$1.86M0.03%+115+0.3%Added
KBC Group NV45,206$1.88M0.01%+3,587+8.6%Added
Yousif Capital Management, LLC45,483$1.89M0.02%−5,475−10.7%Reduced
Royal London Asset Management Ltd45,832$1.90M0.01%+9,591+26.5%Added
Cantor Fitzgerald, L. P.46,320$1.92M0.42%+46,320New
Sand Grove Capital Management LLP46,436$1.93M0.60%−300,347−86.6%Reduced
Fruth Investment Management46,880$1.95M0.55%−412−0.9%Reduced
STRS Ohio46,987$1.95M0.01%+1,883+4.2%Added
Quaker Capital Investments, LLC49,500$2.06M0.73%−199,602−80.1%Reduced
Vident Advisory, LLC49,670$2.06M0.05%−1,432−2.8%Reduced
Victory Capital Management Inc50,082$2.08M0.00%+35,235+237.3%Added