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Livermore
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West Pharmaceutical Services Inc

WST
Exchange
NYSE
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0000105770

In the last 90 days, West Pharmaceutical Services Inc insiders filed 0 open-market purchases and 2 sales; 833 institutions reported holding it in 13F filings for Q2 2026, worth $25.2B in total; Gates Foundation Trust is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in West Pharmaceutical Services Inc 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
784
+35 vs. Q3 2023
Shares held
68.7M
+358.9K (+0.5%) vs. Q3 2023
Total value
$24.1B
−$1.63B (−6.3%) vs. Q3 2023
New holders
96
260 more added
Sold out
61
306 more reduced

10 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 WST 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: 784 institutions
Q1 2021: 591 institutionsQ2 2021: 641 institutionsQ3 2021: 672 institutionsQ4 2021: 731 institutionsQ1 2022: 718 institutionsQ2 2022: 657 institutionsQ3 2022: 638 institutionsQ4 2022: 638 institutionsQ1 2023: 698 institutionsQ2 2023: 735 institutionsQ3 2023: 759 institutionsQ4 2023: 784 institutionsQ1 2024: 778 institutionsQ2 2024: 778 institutionsQ3 2024: 733 institutionsQ4 2024: 747 institutionsQ1 2025: 715 institutionsQ2 2025: 733 institutionsQ3 2025: 758 institutionsQ4 2025: 804 institutionsQ1 2026: 755 institutionsQ2 2026: 833 institutions
Value heldQ4 2023: $24.1B
Q1 2021: $19.3BQ2 2021: $24.7BQ3 2021: $28.5BQ4 2021: $32.2BQ1 2022: $28.2BQ2 2022: $20.6BQ3 2022: $16.9BQ4 2022: $16.3BQ1 2023: $24.0BQ2 2023: $26.0BQ3 2023: $25.8BQ4 2023: $24.1BQ1 2024: $27.0BQ2 2024: $22.4BQ3 2024: $20.5BQ4 2024: $22.9BQ1 2025: $15.6BQ2 2025: $15.3BQ3 2025: $18.0BQ4 2025: $19.1BQ1 2026: $17.8BQ2 2026: $25.2B
Institutions holding WST and their total value by quarter
QuarterHoldersValue
Q2 2026833$25.2B
Q1 2026755$17.8B
Q4 2025804$19.1B
Q3 2025758$18.0B
Q2 2025733$15.3B
Q1 2025715$15.6B
Q4 2024747$22.9B
Q3 2024733$20.5B
Q2 2024778$22.4B
Q1 2024778$27.0B
Q4 2023784$24.1B
Q3 2023759$25.8B
Q2 2023735$26.0B
Q1 2023698$24.0B
Q4 2022638$16.3B
Q3 2022638$16.9B
Q2 2022657$20.6B
Q1 2022718$28.2B
Q4 2021731$32.2B
Q3 2021672$28.5B
Q2 2021641$24.7B
Q1 2021591$19.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding West Pharmaceutical Services Inc; share changes are against Q3 2023.

Institutions holding WST in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$40.00%0New
WestEnd Advisors, LLC1$3520.00%00.0%Unchanged
Carolinas Wealth Consulting LLC1$3520.00%00.0%Unchanged
Aspect Partners, LLC1$3520.00%+1New
True Wealth Design, LLC1$3530.00%−1−50.0%Reduced
Evermay Wealth Management LLC1$3530.00%+1New
Sofos Investments, Inc.1$4800.00%00.0%Unchanged
Perkins Coie Trust Co2$7040.00%−12−85.7%Reduced
Arlington Trust Co LLC2$7040.00%+2New
Atticus Wealth Management, LLC2$7050.00%00.0%Unchanged
TFC Financial Management2$7050.00%00.0%Unchanged
Private Wealth Management Group, LLC2$7050.00%+2New
WealthCollab, LLC2$7050.00%+2New
PEAK6 Investments LLC2$8100.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.4$9420.00%00.0%Unchanged
Ancora Advisors, LLC3$1.04K0.00%00.0%Unchanged
Mascoma Wealth Management LLC3$1.06K0.00%00.0%Unchanged
Central Bank & Trust Co3$1.06K0.00%00.0%Unchanged
Sachetta, LLC3$1.06K0.00%+3New
Longfellow Investment Management Co LLC4$1.41K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.4$1.41K0.00%00.0%Unchanged
Dunhill Financial, LLC5$1.71K0.00%+5New
Prestige Wealth Management Group LLC5$1.76K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group5$1.76K0.00%00.0%Unchanged
ClariVest Asset Management LLC5$1.77K0.00%00.0%Unchanged
NBC Securities, Inc.8$2.00K0.00%00.0%Unchanged
Avion Wealth6$2.00K0.00%−4−40.0%Reduced
St Germain D J Co Inc6$2.11K0.00%00.0%Unchanged
Jones Financial Companies LLLP6$2.11K0.00%+6New
Country Trust Bank6$2.11K0.00%+6New
First Pacific Financial6$2.11K0.00%+6New
Provenance Wealth Advisors, LLC6$2.11K0.00%+6New
Baystate Wealth Management LLC6$2.12K0.00%00.0%Unchanged
Baldwin Brothers Inc7$2.46K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.46K0.00%+7New
Naples Money Management LLC7$2.46K0.00%+7New
Beacon Capital Management, LLC7$2.63K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC8$2.82K0.00%−2−20.0%Reduced
Gradient Investments LLC8$2.82K0.00%00.0%Unchanged
JNBA Financial Advisors8$2.82K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC8$2.82K0.00%+8New
SJS Investment Consulting Inc.8$2.82K0.00%−2−20.0%Reduced
Valley National Advisers Inc10$3.00K0.00%−2−16.7%Reduced
Transamerica Financial Advisors, Inc.7$3.00K0.00%+5+250.0%Added
McGlone Suttner Wealth Management, Inc.10$3.53K0.00%+10New
Versant Capital Management, Inc11$3.87K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC11$3.87K0.00%00.0%Unchanged
Fortitude Family Office, LLC11$3.87K0.00%+11New
Toth Financial Advisory Corp11$3.87K0.00%00.0%Unchanged
Chilton Capital Management LLC11$3.87K0.00%+11New
Capital Advisors, Ltd. LLC11$4.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC12$4.22K0.00%00.0%Unchanged
Abound Wealth Management12$4.23K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC13$4.58K0.00%00.0%Unchanged
Anchor Investment Management, LLC13$4.58K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC14$4.93K0.00%00.0%Unchanged
Asset Dedication, LLC14$5.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P13$5.00K0.00%+13New
ORG Partners LLC15$5.33K0.00%−1,421−99.0%Reduced
AdvisorNet Financial, Inc16$5.63K0.00%+2+14.3%Added
Trifecta Capital Advisors, LLC16$5.63K0.00%+16New
Rothschild Investment LLC17$5.99K0.00%+17New
Logan Capital Management Inc17$6.01K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC19$6.69K0.00%00.0%Unchanged
CVA Family Office, LLC20$7.04K0.00%+20New
Tucker Asset Management LLC21$7.39K0.00%00.0%Unchanged
West Paces Advisors Inc.22$7.75K0.00%00.0%Unchanged
Global Financial Private Client, LLC22$7.75K0.00%00.0%Unchanged
Core Alternative Capital22$7.75K0.00%−1−4.3%Reduced
Kelly Financial Services LLC23$8.11K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC24$8.45K0.00%−38−61.3%Reduced
Valued Wealth Advisors LLC24$9.03K0.01%+24New
Caitlin John, LLC26$9.15K0.01%+26New
Zions Bancorporation, N.A.27$9.51K0.00%+1+3.8%Added
JFS Wealth Advisors, LLC27$9.51K0.00%−3−10.0%Reduced
Financial Perspectives, Inc27$9.54K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.28$9.86K0.00%00.0%Unchanged
Larson Financial Group LLC30$10.6K0.00%−8−21.1%Reduced
Solstein Capital, LLC34$12.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC34$12.0K0.00%+28+466.7%Added
Tradition Wealth Management, LLC35$12.0K0.00%00.0%Unchanged
Ranger Investment Management, L.P.38$13.4K0.00%+21+123.5%Added
Red Tortoise LLC40$14.1K0.01%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC40$14.1K0.00%+40New
Harbour Investments, Inc.41$14.4K0.00%−3−6.8%Reduced
DT Investment Partners, LLC41$15.4K0.00%00.0%Unchanged
Operose Advisors LLC44$15.5K0.01%00.0%Unchanged
Annapolis Financial Services, LLC46$16.2K0.00%00.0%Unchanged
Sunbelt Securities, Inc.55$19.4K0.00%−27−32.9%Reduced
Farmers & Merchants Investments Inc59$20.8K0.00%00.0%Unchanged
Ofi Invest Asset Management69$22.0K0.00%+1+1.5%Added
IFP Advisors, Inc63$22.2K0.00%+1+1.6%Added
Ronald Blue Trust, Inc.66$24.0K0.00%+61+1,220.0%Added
Quent Capital, LLC71$25.0K0.00%+21+42.0%Added
Brown Brothers Harriman & Co87$30.6K0.00%−26−23.0%Reduced
Bell Investment Advisors, Inc87$30.6K0.01%−1−1.1%Reduced
Raleigh Capital Management Inc.89$31.4K0.01%+7+8.5%Added
Advisory Services Network, LLC95$33.3K0.00%+95New
Quarry LP97$34.2K0.02%+59+155.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC98$34.5K0.00%−1,844−95.0%Reduced