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

Latest Period

Q1 2026

Institutions Reporting

126

Shares (Excl. Options)

48,113,433

Price

$4.25

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-303,812
Value change
-$1,250,057
Number of holders
126
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
97,147,644
SEC-reported price per share
$8.11
Insider filing price
$8.11
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.
  • 126 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 126 to 3 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $204,676,726 to $7,867,122.

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 126 institutions filings for Q1 2026.

Open SEC evidence

Security key

96145W103

Latest holder period

Q1 2026

13F holders

126

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

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

Rows
3
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
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 Mar 2026, 126 institutional investors reported holding 48,113,433 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.

13F concentration

Top 25 institutional shareholders

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

Top holder share
47%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
HF Capital, LLC 13% 12,749,755 0% 23% $54,186,459
Stephens Group, LLC 8.3% 8,110,043 0% 20% $34,467,683
Silverleafe Capital Partners, LLC 4.9% 4,716,705 -0.21% 6% $20,045,994
NFC Investments, LLC 3.6% 3,529,748 -5.8% 4.2% $15,001,000
FMR LLC 2.9% 2,797,138 +1.5% 0% $11,887,837
BlackRock, Inc. 2.6% 2,553,675 +3.9% 0% $10,853,120
VANGUARD CAPITAL MANAGEMENT LLC 2.2% 2,094,328 0% 0% $8,900,894
BROWN BROTHERS HARRIMAN & CO 1.9% 1,876,688 0% 0.04% $7,975,924
GEODE CAPITAL MANAGEMENT, LLC 1% 976,439 +9.1% 0% $4,150,661
AGMAN CAPITAL LLC 0.86% 838,846 +14% 2.8% $3,565,096
STATE STREET CORP 0.79% 765,505 +11% 0% $3,253,396
CastleKnight Management LP 0.74% 718,800 +25% 0.14% $3,054,900
VANGUARD PORTFOLIO MANAGEMENT LLC 0.63% 608,838 0% 0% $2,587,562
ZAZOVE ASSOCIATES LLC 0.58% 560,004 -5.7% 0.2% $2,380,017
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.32% 308,780 +4.7% 0% $1,312,315
LEE DANNER & BASS INC 0.29% 283,000 0.08% $1,202,750
NORTHERN TRUST CORP 0.29% 276,876 +6.4% 0% $1,176,723
VANGUARD FIDUCIARY TRUST CO 0.28% 268,287 0% 0% $1,140,220
Nuveen, LLC 0.26% 256,316 +221% 0% $1,089,344
GOLDMAN SACHS GROUP INC 0.26% 256,093 +45% 0% $1,088,396
STEPHENS INC /AR/ 0.26% 248,328 +0.49% 0.01% $1,055,394
DAVENPORT & Co LLC 0.23% 220,900 -3.5% 0.01% $938,825
CITADEL ADVISORS LLC 0.19% 183,048 -22% 0% $777,954
Krilogy Financial LLC 0.17% 166,237 +0.69% 0.03% $866,095
Horrell Capital Management, Inc. 0.17% 161,297 -1.2% 0.31% $685,512

Quarter history

Institutional holders across reporting periods

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

Periods
16
Latest
Q1 2026
Rows shown
1-16 of 16
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 970,052 $7,867,122 -$30,400,238 $8.11 3
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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