WEST · Company research
Westrock Coffee Company Common Stock (WEST): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1599900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10812 | 87686 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15423 | 125081 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 284 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 363695 | 2949 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400 | 11354 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1302 | 10560 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3778 | 35475 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42451 | 344278 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21933 | 177877 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1010 | 8191 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5902 | 47865 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Silverleafe Capital Partners, LLC | 1535611 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 968217 | 7852240 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Inscription Capital, LLC | 1767868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22435 | 181948 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22852 | 185330 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4193 | 517 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| HF Capital, LLC | 2063476 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12749755 | 103400513 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17748 | 143936 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18242 | 147943 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170 | 1379 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268830 | 2180211 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 457394 | 3709465 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 647826 | 5253869 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1337110 | 10843962 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14890 | 120758 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15324 | 113857 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99209 | 804584 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Blue Trust, Inc. | 1856022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 394 | 3195 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1271 | 10308 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 202 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279147 | 2263882 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58734 | 476333 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ARKANSAS FINANCIAL GROUP, INC. | 764611 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127483 | 1033887 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| State of Alaska, Department of Revenue | 1370102 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3491 | 28 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Hughes Financial Services, LLC | 2054465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 187 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19356 | 156977 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 204235 | 1656346 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| REGIONS FINANCIAL CORP | 1281761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47430 | 384657 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12256 | 99396 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96160 | 779858 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27604 | 223868 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10354 | 84 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 391 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186642 | 1513667 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Piedmont Capital Management, LLC/NC | 2108281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137488 | 1115028 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 105 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218376 | 1771029 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 8110 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80096 | 649578 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Gotham Asset Management, LLC | 1510387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10149 | 82308 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4046366 | 32816028 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 367 | 2976 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 362516 | 2940005 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AGMAN CAPITAL LLC | 2107832 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 838846 | 6803041 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2663 | 21594 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 316978 | 2570692 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18111 | 146880 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 89 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113400 | 919674 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 262343 | 2127602 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 0 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1136 | 9000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pillsbury Lake Capital LLC | 2111915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5166 | 361620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1876688 | 15219940 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34074 | 276340 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legacy Capital Wealth Partners, LLC | 1766228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34500 | 279795 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84680 | 686755 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sovereign's Capital Management, LLC | 1911637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154500 | 1251860 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Susquehanna Portfolio Strategies, LLC | 1996449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57614 | 467250 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43820 | 186235 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46665 | 378443 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230000 | 161000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GREENWOOD GEARHART LLC | 1084683 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58167 | 471734 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21287 | 172638 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZAZOVE ASSOCIATES LLC | 1009012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450508 | 3653620 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96521 | 782785 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3733 | 30275 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11147 | 90402 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 3770 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10548 | 85544 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.