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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 2024

Institutional positions in WestRock Co as of Mar 31, 2024. 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
588
−15 vs. Q4 2023
Shares held
230.9M
+6.75M (+3.0%) vs. Q4 2023
Total value
$11.4B
+$2.10B (+22.5%) vs. Q4 2023
New holders
57
185 more added
Sold out
72
232 more reduced

9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 588 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 2024: $11.4B
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 2024

Shares, value and share of portfolio for each institution holding WestRock Co; share changes are against Q4 2023.

Institutions holding WRK in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$10.00%0Unchanged
Tfo-TDC, LLC1$490.00%−5−83.3%Reduced
National Pension Service1$490.00%00.0%Unchanged
Rakuten Securities, Inc.1$490.00%00.0%Unchanged
Global Financial Private Client, LLC2$990.00%00.0%Unchanged
Valued Wealth Advisors LLC5$2480.00%+5New
Umb Bank N A6$2970.00%+6New
True Wealth Design, LLC7$3470.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.8$4100.00%+5+166.7%Added
Compass Wealth Management LLC11$5440.00%00.0%Unchanged
TFC Financial Management11$5440.00%+1+10.0%Added
Abich Financial Wealth Management LLC12$5930.00%00.0%Unchanged
Quest Partners LLC12$5930.00%+12New
Proequities, Inc.14$6920.00%00.0%Unchanged
Prestige Wealth Management Group LLC15$7420.00%00.0%Unchanged
CoreCap Advisors, LLC16$7910.00%+16New
Gradient Investments LLC20$9890.00%−22−52.4%Reduced
Wolff Wiese Magana LLC20$9890.00%00.0%Unchanged
Avion Wealth15$1.00K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd25$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC12$1.00K0.00%+12New
Dunhill Financial, LLC21$1.05K0.00%+3+16.7%Added
Boyd Watterson Asset Management LLC23$1.14K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.26$1.29K0.00%00.0%Unchanged
Core Alternative Capital28$1.39K0.00%+28New
New Covenant Trust Company, N.A.29$1.43K0.00%+29New
Impact Partnership Wealth, LLC30$1.48K0.00%−136−81.9%Reduced
AdvisorNet Financial, Inc30$1.48K0.00%−31−50.8%Reduced
Versant Capital Management, Inc31$1.53K0.00%−7−18.4%Reduced
Delos Wealth Advisors, LLC34$1.68K0.00%+34New
SOA Wealth Advisors, LLC.35$1.72K0.00%00.0%Unchanged
Private Wealth Management Group, LLC37$1.83K0.00%+2+5.7%Added
Hexagon Capital Partners LLC39$1.93K0.00%−82−67.8%Reduced
Concord Wealth Partners39$1.93K0.00%00.0%Unchanged
Financial Management Professionals, Inc.46$2.00K0.00%00.0%Unchanged
Sachetta, LLC53$2.20K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC45$2.23K0.00%00.0%Unchanged
SJS Investment Consulting Inc.47$2.33K0.00%00.0%Unchanged
MCF Advisors LLC54$2.67K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC54$2.70K0.00%−2−3.6%Reduced
DT Investment Partners, LLC60$2.97K0.00%00.0%Unchanged
Aspect Partners, LLC67$3.31K0.00%00.0%Unchanged
North Star Investment Management Corp.75$3.71K0.00%−165−68.8%Reduced
Zions Bancorporation, N.A.77$3.81K0.00%00.0%Unchanged
MV Capital Management, Inc.79$3.91K0.00%00.0%Unchanged
Sunbelt Securities, Inc.97$4.79K0.00%−116−54.5%Reduced
Bell Investment Advisors, Inc103$5.09K0.00%00.0%Unchanged
Fortitude Family Office, LLC107$5.29K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC110$5.44K0.00%00.0%Unchanged
Register Financial Advisors LLC110$5.44K0.00%+110New
Anchor Investment Management, LLC117$5.77K0.00%−399−77.3%Reduced
Key Financial Inc117$5.79K0.00%00.0%Unchanged
Main Street Group, LTD120$5.90K0.00%+2+1.7%Added
Pin Oak Investment Advisors Inc115$6.00K0.01%00.0%Unchanged
Asset Dedication, LLC115$6.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC126$6.23K0.00%−1,499−92.2%Reduced
St Germain D J Co Inc127$6.28K0.00%00.0%Unchanged
IFP Advisors, Inc129$6.38K0.00%+16+14.2%Added
JFS Wealth Advisors, LLC130$6.43K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.131$6.48K0.01%00.0%Unchanged
Eagle Bay Advisors LLC137$6.78K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC139$6.87K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.140$6.92K0.00%+1+0.7%Added
Private Trust Co NA147$7.27K0.00%00.0%Unchanged
Delta Asset Management LLC150$7.42K0.00%00.0%Unchanged
Raleigh Capital Management Inc.155$7.67K0.00%+85+121.4%Added
Guardian Wealth Management, Inc.164$8.10K0.01%+1+0.6%Added
Quarry LP189$9.35K0.00%−209−52.5%Reduced
Trifecta Capital Advisors, LLC200$9.89K0.00%00.0%Unchanged
Jones Financial Companies LLLP203$10.0K0.00%−109−34.9%Reduced
Hall Laurie J Trustee225$11.0K0.00%00.0%Unchanged
Palouse Capital Management, Inc.223$11.0K0.01%+223New
Financial Perspectives, Inc224$11.1K0.00%00.0%Unchanged
Harbour Investments, Inc.227$11.2K0.00%00.0%Unchanged
TD Private Client Wealth LLC233$11.5K0.00%−61−20.7%Reduced
MeadowBrook Investment Advisors LLC234$11.6K0.01%00.0%Unchanged
Sandy Spring Bank235$11.6K0.00%00.0%Unchanged
First Horizon Advisors, Inc.250$12.4K0.00%+51+25.6%Added
Harvest Fund Management Co., Ltd268$13.0K0.00%00.0%Unchanged
Huntington National Bank271$13.4K0.00%−115−29.8%Reduced
Rise Advisors, LLC290$14.3K0.01%+290New
TD Waterhouse Canada Inc.300$14.8K0.00%00.0%Unchanged
Monetary Management Group Inc300$14.8K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC302$14.9K0.00%+2+0.7%Added
Venturi Wealth Management, LLC313$15.5K0.00%00.0%Unchanged
Brown Brothers Harriman & Co348$17.2K0.00%+348New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC348$17.2K0.00%+348New
Massmutual Trust Co FSB349$17.3K0.00%+38+12.2%Added
NBT Bank N A356$17.6K0.00%00.0%Unchanged
HM Payson & Co361$17.9K0.00%−139−27.8%Reduced
Principal Securities, Inc.365$18.0K0.00%−19−4.9%Reduced
Creative Financial Designs Inc381$18.8K0.00%−252−39.8%Reduced
WR Wealth Planners, LLC424$21.0K0.01%+424New
Millburn Ridgefield Corp434$21.5K0.00%−28−6.1%Reduced
Catalyst Capital Advisors LLC434$21.5K0.00%−28−6.1%Reduced
JJJ Advisors Inc.462$22.8K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC489$24.2K0.00%+3+0.6%Added
Manchester Capital Management LLC554$27.4K0.00%00.0%Unchanged
Central Trust Co596$29.5K0.00%00.0%Unchanged
Lindbrook Capital, LLC613$30.3K0.00%+10+1.7%Added