Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
143
Shares (Excl. Options)
48,305,338
Price
$8.11
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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 Jun 2026
- Q2 2026
- Total 13F shares
- 48,305,338
- Total 13F value
- $391,579,351
- Portfolio coverage rank
- 0%
- Share change
- -259,579
- Value change
- +$1,944,565
- Number of holders
- 143
- Shares outstanding
- 102,807,022
- SEC-reported price per share
- $8.17
- Insider filing price
- $8.17
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WEST - Westrock Coffee Co - Common Stock, par value $0.01 per share is tracked under CUSIP 96145W103.
- 143 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 126 to 143 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $204,676,726 to $391,579,351.
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
Open SEC evidence
Latest holder context comes from 143 institutions filings for Q2 2026.
Security key
96145W103
Latest holder period
Q2 2026
13F holders
143
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
WEST full holder history
Westrock Coffee Co SEC filings
Westrock Coffee Co company facts
Westrock Coffee Co insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 96145W103:
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 Jun 2026, 143 institutional investors reported holding 48,305,338 shares of Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST). This represents 47% of the company’s total 102,807,022 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
41%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HF Capital, LLC | 12% | 12,749,755 | 0% | 35% | $103,400,513 |
| Stephens Group, LLC | 7.1% | 7,347,871 | -9.4% | 29% | $59,591,234 |
| FMR LLC | 3.9% | 4,046,466 | +45% | 0% | $32,816,839 |
| BlackRock, Inc. | 2.7% | 2,774,331 | +8.6% | 0% | $22,499,825 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1% | 2,182,542 | +4.2% | 0% | $17,700,416 |
| NFC Investments, LLC | 2% | 2,066,711 | -41% | 4.3% | $16,761,000 |
| BROWN BROTHERS HARRIMAN & CO | 1.8% | 1,876,688 | 0% | 0.07% | $15,219,940 |
| GEODE CAPITAL MANAGEMENT, LLC | 1% | 1,023,780 | +4.8% | 0% | $8,304,479 |
| Silverleafe Capital Partners, LLC | 0.94% | 968,217 | -79% | 2.1% | $7,852,240 |
| AGMAN CAPITAL LLC | 0.82% | 838,846 | 0% | 4.6% | $6,803,041 |
| STATE STREET CORP | 0.77% | 793,823 | +3.7% | 0% | $6,437,905 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.63% | 647,826 | +6.4% | 0% | $5,253,869 |
| MILLENNIUM MANAGEMENT LLC | 0.59% | 601,611 | +1768% | 0% | $4,879,065 |
| JANE STREET GROUP, LLC | 0.53% | 546,450 | +2842% | 0% | $4,431,710 |
| AQR CAPITAL MANAGEMENT LLC | 0.46% | 472,859 | +347% | 0% | $3,834,886 |
| ZAZOVE ASSOCIATES LLC | 0.44% | 450,508 | -20% | 0.3% | $3,653,620 |
| UBS Group AG | 0.4% | 416,134 | +259% | 0% | $3,374,847 |
| GOLDMAN SACHS GROUP INC | 0.4% | 407,297 | +59% | 0% | $3,303,178 |
| BANK OF AMERICA CORP /DE/ | 0.37% | 375,992 | +439% | 0% | $3,049,295 |
| Nuveen, LLC | 0.36% | 368,272 | +44% | 0% | $2,986,686 |
| HRT FINANCIAL LP | 0.35% | 363,695 | +169% | 0.01% | $2,949,000 |
| ALGERT GLOBAL LLC | 0.34% | 347,241 | 0.03% | $2,816,125 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.31% | 316,978 | +2.7% | 0% | $2,570,692 |
| NORTHERN TRUST CORP | 0.29% | 300,280 | +8.5% | 0% | $2,435,271 |
| TUDOR INVESTMENT CORP ET AL | 0.29% | 296,402 | 0.01% | $2,403,820 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
16
Latest
Q2 2026
Rows shown
1-16 of 16
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 48,305,338 | $391,579,351 | +$1,944,565 | $8.11 | 143 |
| 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 |