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

Historical Holders from Q3 2022 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
WEST on Nasdaq
Shares outstanding
97,147,644
Price per share
$4.07
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
35,576,854
Total reported value
$172,795,069
% of total 13F portfolios
0%
Share change
-1,765,967
Value change
-$11,130,213
Number of holders
125
Price from insider filings
$4.07
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 30 Sep 2025, Westrock Coffee Co - Common Stock, par value $0.01 per share (WEST) has 125 institutional shareholders filing 13F forms. They hold 35,576,854 shares. of 97,147,644 outstanding shares (37%) .

Top 25 institutional shareholders own 34% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Stephens Group, LLC 8.3% 8,110,043 0% 21% $39,414,809
Silverleafe Capital Partners, LLC 4.9% 4,726,519 +0.03% 7.1% $22,970,882
NFC Investments, LLC 4.2% 4,089,711 +2% 5.8% $19,876,000
VANGUARD GROUP INC 3.1% 2,984,114 +0.5% 0% $14,502,795
FMR LLC 3% 2,910,353 +14% 0% $14,144,316
BlackRock, Inc. 2.5% 2,409,279 -0.42% 0% $11,709,097
BROWN BROTHERS HARRIMAN & CO 1.9% 1,876,688 0% 0.06% $9,120,704
GEODE CAPITAL MANAGEMENT, LLC 0.92% 894,545 +0.53% 0% $4,348,181
STATE STREET CORP 0.77% 750,676 -0.43% 0% $3,648,285
ZAZOVE ASSOCIATES LLC 0.64% 623,975 -12% 0.28% $3,032,519
CastleKnight Management LP 0.41% 396,980 0.1% $1,929,323
MILLENNIUM MANAGEMENT LLC 0.33% 320,282 +4.1% 0% $1,556,571
NORTHERN TRUST CORP 0.31% 302,305 +0.68% 0% $1,469,203
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.3% 288,262 -9.9% 0% $1,400,953
STEPHENS INC /AR/ 0.28% 267,428 +1.9% 0.02% $1,299,700
Trexquant Investment LP 0.27% 265,852 +249% 0.01% $1,292,041
UBS Group AG 0.25% 246,995 +22% 0% $1,200,396
JANE STREET GROUP, LLC 0.25% 243,483 +109% 0% $1,183,327
DAVENPORT & Co LLC 0.25% 242,425 -8.1% 0.01% $1,178,186
HighTower Advisors, LLC 0.22% 213,528 -0.12% 0% $1,037,746
Calydon Capital 0.2% 194,347 -50% 0.15% $944,526
Krilogy Financial LLC 0.19% 180,086 -10% 0.03% $767,166
Sovereign's Capital Management, LLC 0.18% 171,996 -0.41% 0.45% $835,901
Cadence Bank 0.17% 162,500 0% 0.05% $789,750
RAYMOND JAMES FINANCIAL INC 0.15% 145,293 -3.8% 0% $706,124

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 Investors
2025 Q4 8,408,913 $34,224,276 -$32,028 $4.07 6
2025 Q3 35,576,854 $172,795,069 -$11,130,213 $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