WESTROCK COFFEE CO (WEST)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
145
Reporting holders
$375.1M
Reported value
47.2%
Of shares outstanding
0.4%
Held as options
+24
Holder change
Institutions report 46,085,142 shares against 97,627,387 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HF Capital, LLC | $103.4M | 12,749,755 | 34.85% | 3q | HELD |
| Stephens Group, LLC | $59.6M | 7,347,871 | 28.88% | 16q | -9.4%-$6.2M |
| FMR LLC | $32.8M | 4,046,466 | 0.00% | 14q | +44.7%+$10.1M |
| BlackRock, Inc. | $22.5M | 2,774,331 | 0.00% | 8q | +8.6%+$1.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.7M | 2,182,542 | 0.00% | 2q | +4.2%+$715.4K |
| BROWN BROTHERS HARRIMAN & CO | $15.2M | 1,876,688 | 0.07% | 12q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $8.3M | 1,023,780 | 0.00% | 15q | +4.8%+$384.0K |
| Silverleafe Capital Partners, LLC | $7.9M | 968,217 | 2.14% | 12q | -79.5%-$30.4M |
| AGMAN CAPITAL LLC | $6.8M | 838,846 | 4.29% | 3q | HELD |
| STATE STREET CORP | $6.4M | 793,823 | 0.00% | 15q | +3.7%+$229.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.3M | 647,826 | 0.00% | 2q | +6.4%+$316.2K |
| MILLENNIUM MANAGEMENT LLC | $4.9M | 601,611 | 0.00% | 8q | +1768.4%+$4.6M |
| JANE STREET GROUP, LLC | $4.4M | 546,450 | 0.00% | 11q | +2842.5%+$4.3M |
| AQR CAPITAL MANAGEMENT LLC | $3.8M | 472,859 | 0.00% | 6q | +346.5%+$3.0M |
| ZAZOVE ASSOCIATES LLC | $3.7M | 450,508 | 0.30% | 7q | -24.1%-$1.2M |
| UBS Group AG | $3.4M | 416,134 | 0.00% | 16q | +258.7%+$2.4M |
| GOLDMAN SACHS GROUP INC | $3.3M | 407,297 | 0.00% | 16q | +59.0%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $3.0M | 375,992 | 0.00% | 15q | +438.7%+$2.5M |
| Nuveen, LLC | $3.0M | 368,272 | 0.00% | 6q | +43.7%+$908.0K |
| ALGERT GLOBAL LLC | $2.8M | 347,241 | 0.03% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.6M | 316,978 | 0.00% | 15q | +2.7%+$66.5K |
| Sixth Street Partners Management Company, L.P. | $2.6M | 316,978 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $2.4M | 300,280 | 0.00% | 15q | +8.5%+$189.8K |
| TUDOR INVESTMENT CORP ET AL | $2.4M | 296,402 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $2.3M | 286,063 | 0.00% | 2q | +6.6%+$144.2K |
| LEE DANNER & BASS INC | $2.3M | 283,000 | 0.13% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $2.1M | 262,343 | 0.00% | 7q | +3160.5%+$2.1M |
| Trexquant Investment LP | $2.0M | 250,482 | 0.01% | new | NEW |
| STEPHENS INC /AR/ | $2.0M | 242,588 | 0.02% | 16q | -2.3%-$46.6K |
| CITADEL ADVISORS LLC | $1.8M | 218,376 | 0.00% | 12q | +19.3%+$286.5K |
| Jupiter Topco LLC | $1.7M | 204,235 | 0.00% | new | FIRST |
| MORGAN STANLEY | $1.6M | 197,582 | 0.00% | 16q | +131.9%+$911.3K |
| Mariner, LLC | $1.6M | 194,193 | 0.00% | 12q | +1287.2%+$1.5M |
| DAVENPORT & Co LLC | $1.6M | 194,025 | 0.01% | 16q | -12.2%-$218.0K |
| Point72 Asset Management, L.P. | $1.5M | 186,642 | 0.00% | new | NEW |
| Horrell Capital Management, Inc. | $1.3M | 158,514 | 0.59% | 16q | -1.7%-$22.6K |
| Sovereign's Capital Management, LLC | $1.3M | 154,500 | 0.84% | 7q | -1.1%-$13.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 131,111 | 0.00% | 16q | +138.5%+$686.7K |
| Piedmont Capital Management, LLC/NC | $1.1M | 137,488 | 0.68% | 3q | -9.2%-$112.5K |
| ARKANSAS FINANCIAL GROUP, INC. | $1.0M | 127,483 | 0.13% | 4q | +92.8%+$497.6K |
| Quantinno Capital Management LP | $987.8K | 121,803 | 0.00% | 5q | +34.3%+$252.1K |
| BOOTHBAY FUND MANAGEMENT, LLC | $919.7K | options only | 0.01% | new | OPTIONS |
| Russell Investments Group, Ltd. | $884.6K | 109,081 | 0.00% | 11q | +3495.3%+$860.0K |
| MARSHALL WACE, LLP | $857.4K | 105,722 | 0.00% | 5q | +317.9%+$652.2K |
| Walleye Capital LLC | $807.1K | 99,515 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $782.8K | 96,521 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $779.9K | 96,160 | 0.00% | 3q | +198.5%+$518.6K |
| Inspire Investing, LLC | $686.8K | 84,680 | 0.03% | 4q | -32.3%-$327.3K |
| RENAISSANCE TECHNOLOGIES LLC | $678.8K | 83,700 | 0.00% | 4q | +99.3%+$338.2K |
| Jump Financial, LLC | $677.7K | 83,564 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $673.7K | 83,069 | 0.00% | 13q | +8.7%+$53.8K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $521.5K | 64,305 | 0.00% | new | NEW |
| DIVERSIFIED TRUST CO | $510.4K | 62,934 | 0.01% | 16q | HELD |
| GREENWOOD GEARHART LLC | $471.7K | 58,167 | 0.02% | 11q | HELD |
| Susquehanna Portfolio Strategies, LLC | $467.2K | 57,614 | 0.01% | 3q | HELD |
| HSBC HOLDINGS PLC | $464.3K | 57,716 | 0.00% | 3q | +93.6%+$224.5K |
| Centiva Capital, LP | $460.5K | 56,776 | 0.00% | new | NEW |
| REGIONS FINANCIAL CORP | $384.7K | 47,430 | 0.00% | 8q | HELD |
| RHUMBLINE ADVISERS | $378.4K | 46,665 | 0.00% | 13q | +10.0%+$34.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $370.7K | 45,704 | 0.00% | 3q | +338.2%+$286.1K |
| Pillsbury Lake Capital LLC | $361.6K | options only | 0.10% | new | OPTIONS |
| Creative Planning | $355.1K | 43,786 | 0.00% | 3q | +67.4%+$142.9K |
| IEQ CAPITAL, LLC | $344.3K | 42,451 | 0.00% | new | NEW |
| Aquatic Capital Management LLC | $306.9K | 37,848 | 0.01% | 3q | +60.4%+$115.6K |
| BARCLAYS PLC | $287.5K | 35,454 | 0.00% | 13q | +43.2%+$86.8K |
| Legacy Capital Wealth Partners, LLC | $279.8K | 34,500 | 0.05% | 9q | -5.6%-$16.5K |
| DEUTSCHE BANK AG\ | $278.2K | 34,301 | 0.00% | 14q | +2.4%+$6.4K |
| WELLS FARGO & COMPANY/MN | $276.4K | 34,078 | 0.00% | 15q | +16.2%+$38.6K |
| Jain Global LLC | $233.2K | 28,754 | 0.00% | new | NEW |
| XTX Topco Ltd | $223.9K | 27,604 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $218.5K | 26,939 | 0.00% | 7q | -12.9%-$32.4K |
| Vanguard Global Advisers, LLC | $214.2K | 26,411 | 0.00% | 2q | +38.8%+$59.8K |
| Invesco Ltd. | $200.8K | 24,759 | 0.00% | 13q | +34.5%+$51.5K |
| ALLIANCEBERNSTEIN L.P. | $186.2K | 43,820 | 0.00% | 10q | +27.3%+$40.0K |
| Arvest Bank Trust Division | $183.6K | 22,635 | 0.01% | 8q | HELD |
| Inscription Capital, LLC | $181.9K | 22,435 | 0.02% | 3q | -6.5%-$12.7K |
| Cerity Partners LLC | $180.6K | 22,273 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $177.9K | 21,933 | 0.00% | 13q | +87.5%+$83.0K |
| FOX RUN MANAGEMENT, L.L.C. | $167.5K | 20,648 | 0.03% | new | NEW |
| CITIGROUP INC | $161.5K | 19,914 | 0.00% | 15q | +930.2%+$145.8K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $161.0K | options only | 0.01% | new | OPTIONS |
| HighTower Advisors, LLC | $157.0K | 19,356 | 0.00% | 16q | HELD |
| SEI INVESTMENTS CO | $153.4K | 18,916 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $146.9K | 18,111 | 0.00% | 3q | +40.8%+$42.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $139.6K | 17,211 | 0.00% | 9q | HELD |
| Red Door Wealth Management, LLC | $137.9K | 17,000 | 0.01% | 13q | -39.3%-$89.2K |
| Magnetar Financial LLC | $134.3K | 16,564 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $127.6K | 15,585 | 0.00% | 16q | +2.7%+$3.4K |
| Cetera Investment Advisers | $125.5K | 15,478 | 0.00% | 3q | +7.8%+$9.1K |
| TWO SIGMA SECURITIES, LLC | $125.1K | 15,423 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $113.9K | 15,324 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $108.1K | 13,335 | 0.00% | new | NEW |
| WINTON GROUP Ltd | $99.8K | 12,300 | 0.00% | new | NEW |
| Arax Advisory Partners | $99.4K | 12,256 | 0.00% | 5q | +3050.6%+$96.2K |
| Police & Firemen's Retirement System of New Jersey | $97.9K | 12,070 | 0.00% | 7q | HELD |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $97.8K | 12,061 | 0.01% | 8q | HELD |
| Pathstone Holdings, LLC | $97.3K | 12,000 | 0.00% | 11q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $90.4K | 11,147 | 0.00% | 13q | -6.0%-$5.7K |
| Sequoia Financial Advisors, LLC | $87.7K | 10,812 | 0.00% | new | NEW |
| Summit Asset Management, LLC | $87.2K | 10,750 | 0.01% | 8q | -19.0%-$20.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-16 | 13G/A | The Stephens Group, LLCwith 3 co-filers | 9.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | $375.1M | 46,085,142 | 39 | 57 | 22 | 0.4% |
| Q1 2026 | 121 | $187.1M | 43,826,194 | 11 | 37 | 44 | 0.0% |
| Q4 2025 | 118 | $181.2M | 44,499,072 | 19 | 25 | 51 | 0.0% |
| Q3 2025 | 122 | $153.3M | 31,487,354 | 23 | 36 | 30 | 0.2% |
| Q2 2025 | 115 | $191.7M | 33,349,458 | 17 | 35 | 28 | 0.3% |
| Q1 2025 | 110 | $253.0M | 34,927,721 | 10 | 38 | 26 | 0.3% |
| Q4 2024 | 114 | $226.7M | 34,810,550 | 20 | 39 | 25 | 1.4% |
| Q3 2024 | 108 | $224.2M | 33,977,989 | 20 | 33 | 28 | 0.8% |
| Q2 2024 | 102 | $336.7M | 32,263,330 | 21 | 34 | 18 | 2.0% |
| Q1 2024 | 86 | $343.5M | 31,995,708 | 12 | 18 | 23 | 3.8% |
| Q4 2023 | 84 | $339.6M | 32,208,397 | 11 | 27 | 24 | 3.2% |
| Q3 2023 | 79 | $287.3M | 31,397,965 | 14 | 25 | 23 | 3.2% |
| Q2 2023 | 73 | $272.2M | 24,142,145 | 24 | 24 | 13 | 3.8% |
| Q1 2023 | 55 | $265.9M | 20,753,926 | 12 | 22 | 8 | 4.7% |
| Q4 2022 | 47 | $259.1M | 18,835,217 | 19 | 9 | 7 | 3.2% |
| Q3 2022 | 41 | $215.4M | 20,550,541 | 46 | 0 | 0 | 3.2% |
| Q4 2021 | 1 | $525.0K | 11,836 | 0 | 0 | 0 | 0.0% |