Security Snapshot

Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST) Institutional Ownership

CUSIP: 96145W103

13F Institutional Holders and Ownership History from Q3 2022 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

60

Shares (Excl. Options)

18.7MFull value: 18,704,834 · shares · 30 Sep 2026

Price

$8.04

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Stock, par value $0.01 per share
Symbol
WEST on Nasdaq
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
18,704,834
Latest holder snapshot 5 signals
Total 13F value
$150,391,805
Portfolio coverage rank
0%
Share change
-379,745
Value change
-$3,067,752
Number of holders
60
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
102,807,022
SEC-reported price per share
$8.07
Insider filing price
$8.07
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • WEST - Westrock Coffee Co - Common Stock, par value $0.01 per share is tracked under CUSIP 96145W103.
  • 60 institutions reported positions in Q3 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 144 to 60 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $391.66MFull value: $391,662,710 · USD · 30 Jun 2026
    to
    $150.39MFull value: $150,391,805 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 60 institutions filings for Q3 2026.

Open SEC evidence

Security key

96145W103

13F reference period

Q3 2026

13F holders

60

13D/G owners

4

CIK / CUSIP context first

Open Q3 2026 holders WEST full holder history Westrock Coffee Co SEC filings Westrock Coffee Co company facts Westrock Coffee Co insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
WEST
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HF Direct Investments Pool, LLC 14% $72,181,946 12,708,089 HF Direct Investments Pool, LLC 31 Dec 2024
Stephens Group, LLC 9% $75,038,846 9,252,632 The Stephens Group, LLC 30 Jun 2026
SOWELL JAMES E 7.3% +11% $34,466,041 +$4,489,240 7,091,778 +15% James E. Sowell 30 Sep 2025
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 2.8% -48% $16,768,705 -$13,877,236 2,670,176 -45% Southeastern Asset Management, Inc. 30 Jun 2025
As of 30 Sep 2026, 60 institutional investors reported holding
18.7MFull value: 18,704,834 · shares · 30 Sep 2026
shares of Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST). This represents 18% of the company’s total
102.81MFull value: 102,807,022 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
18%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Stephens Group, LLC 7.1% 7,347,871 0% 29% $59,076,883
VANGUARD CAPITAL MANAGEMENT LLC 2.2% 2,312,797 +6% 0% $18,594,888
BROWN BROTHERS HARRIMAN & CO 1.8% 1,876,688 0% 0.06% $15,088,572
GEODE CAPITAL MANAGEMENT, LLC 1.1% 1,128,549 +10% 0% $9,076,598
AGMAN CAPITAL LLC 0.82% 838,846 0% 4.7% $6,744,322
STATE STREET CORP 0.78% 800,601 +0.85% 0% $6,436,832
VANGUARD PORTFOLIO MANAGEMENT LLC 0.75% 772,996 +19% 0% $6,214,888
BNP PARIBAS FINANCIAL MARKETS 0.37% 379,885 0% $3,054,275
Silverleafe Capital Partners, LLC 0.35% 355,156 -63% 0.81% $2,855,454
VANGUARD FIDUCIARY TRUST CO 0.35% 354,708 +24% 0% $2,851,852
LEE DANNER & BASS INC 0.28% 283,000 0% 0.13% $2,275,320
STEPHENS INC /AR/ 0.25% 257,364 +6.1% 0.02% $2,069,207
DAVENPORT & Co LLC 0.18% 181,025 -6.7% 0.01% $1,455,441
Quantinno Capital Management LP 0.16% 167,572 +38% 0% $1,347,279
Uniplan Investment Counsel, Inc. 0.16% 159,506 0.13% $1,282,435
Horrell Capital Management, Inc. 0.15% 157,648 -0.55% 0.67% $1,267,490
First Eagle Investment Management, LLC 0.14% 142,817 0% $1,148,249
Piedmont Capital Management, LLC/NC 0.13% 137,488 0% 0.66% $1,105,404
ARKANSAS FINANCIAL GROUP, INC. 0.12% 127,483 0.14% $1,024,963
MORGAN STANLEY 0.1% 104,987 -47% 0% $844,096
RENAISSANCE TECHNOLOGIES LLC 0.08% 84,100 +0.48% 0% $676,164
Inspire Investing, LLC 0.08% 79,067 -6.6% 0.03% $635,699
FULLER & THALER ASSET MANAGEMENT, INC. 0.06% 65,155 +1.3% 0% $523,846
Diversified Trust Co 0.06% 62,934 0% 0.01% $505,989
REGIONS FINANCIAL CORP 0.05% 47,430 0% 0% $381,337

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
17
Headline period
Q3 2026
Rows shown
1-17 of 17
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 18,704,834 $150,391,805 -$3,067,752 $8.04 60
2026 Q2 48,315,616 $391,662,710 +$2,012,109 $8.11 144
2026 Q1 48,113,433 $204,676,726 -$1,250,057 $4.25 126
2025 Q4 48,331,830 $196,811,054 -$4,204,960 $4.07 124
2025 Q3 35,576,854 $172,795,068 -$11,167,331 $4.86 125
2025 Q2 38,062,417 $218,098,151 -$10,112,269 $5.73 120
2025 Q1 39,009,137 $281,639,715 -$266,365 $7.22 113
2024 Q4 39,078,917 $250,879,170 +$6,836,065 $6.42 117
2024 Q3 37,722,177 $245,194,632 +$12,100,097 $6.50 109
2024 Q2 35,811,339 $366,350,173 +$535,181 $10.23 103
2024 Q1 33,867,892 $349,861,925 +$2,236,714 $10.33 87
2023 Q4 33,665,647 $343,727,614 +$7,982,917 $10.21 87
2023 Q3 29,777,461 $263,830,022 +$48,093,856 $8.86 79
2023 Q2 27,425,939 $298,120,259 +$53,918,224 $10.87 72
2023 Q1 22,445,134 $274,725,281 +$16,568,475 $12.24 55
2022 Q4 21,100,937 $281,606,172 +$11,114,457 $13.36 46
2022 Q3 20,321,267 $206,906,765 +$205,739,765 $10.33 33
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