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 Q1 2026

Latest Period

Q4 2025

Institutions Reporting

123

Shares (Excl. Options)

48,331,811

Price

$4.07

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Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
WEST on Nasdaq
Shares outstanding
97,147,644
Price per share
$4.25
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
48,331,811
Total reported value
$196,810,977
% of total 13F portfolios
0%
Share change
-881,277
Value change
-$4,204,571
Number of holders
123
Price from insider filings
$4.25
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • WEST - Westrock Coffee Co - Common Stock, par value $0.01 per share is tracked under CUSIP 96145W103.
  • 123 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 123 to 22 between Q4 2025 and Q1 2026.
  • Reported value moved from $196,810,977 to $58,411,050.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 123 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 96145W103?
CUSIP 96145W103 identifies WEST - Westrock Coffee Co - Common Stock, par value $0.01 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST) based on Schedule 13D/G filings

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
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 31 Dec 2025, 123 institutional investors reported holding 48,331,811 shares of Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST). This represents 50% of the company’s total 97,147,644 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
HF Capital, LLC 13% 12,749,755 0% 31% $51,891,503
Stephens Group, LLC 8.3% 8,110,043 0% 18% $33,007,875
Silverleafe Capital Partners, LLC 4.9% 4,726,559 +0% 5.7% $19,237,095
NFC Investments, LLC 3.9% 3,745,959 -8.4% 4.3% $15,245,000
VANGUARD GROUP INC 3% 2,921,059 -2.1% 0% $11,888,710
FMR LLC 2.8% 2,755,286 -5.3% 0% $11,214,015
BlackRock, Inc. 2.5% 2,457,214 +2% 0% $10,000,861
BROWN BROTHERS HARRIMAN & CO 1.9% 1,876,688 0% 0.04% $7,638,120
GEODE CAPITAL MANAGEMENT, LLC 0.92% 894,660 +0.01% 0% $3,641,991
AGMAN CAPITAL LLC 0.76% 738,847 0% 2.6% $3,007,107
STATE STREET CORP 0.71% 691,795 -7.8% 0% $2,815,606
MILLENNIUM MANAGEMENT LLC 0.7% 676,400 +111% 0% $2,752,948
ZAZOVE ASSOCIATES LLC 0.61% 593,726 -4.8% 0.21% $2,416,465
CastleKnight Management LP 0.59% 575,000 +45% 0.13% $2,340,250
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.3% 294,987 +2.3% 0% $1,200,597
NORTHERN TRUST CORP 0.27% 260,123 -14% 0% $1,058,701
STEPHENS INC /AR/ 0.25% 247,128 -7.6% 0.01% $1,005,811
CITADEL ADVISORS LLC 0.24% 233,529 +270% 0% $950,463
DAVENPORT & Co LLC 0.24% 228,975 -5.5% 0.01% $931,928
GOLDMAN SACHS GROUP INC 0.18% 176,929 +189% 0% $720,101
Krilogy Financial LLC 0.17% 165,102 -8.3% 0.03% $769,375
Horrell Capital Management, Inc. 0.17% 163,330 +43% 0.29% $664,753
Quantinno Capital Management LP 0.17% 162,667 +296% 0% $662,055
Sovereign's Capital Management, LLC 0.17% 162,033 -5.8% 0.4% $659,475
Piedmont Capital Management, LLC/NC 0.16% 158,354 0% 0.42% $644,501

Institutional Holders of Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 13,694,745 $58,411,050 -$191,963 $4.25 22
2025 Q4 48,331,811 $196,810,977 -$4,204,571 $4.07 123
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