DaveManuel.com · Institutional Ownership · Who Owns It
WESTROCK COFFEE CO (WEST)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
152
Reporting holders
$393.2M
Reported value
49.5%
Of shares outstanding
0.0%
Calls
0.4%
Puts
+25
Holder change
Institutions report 48,315,752 shares against 97,627,387 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HF Capital, LLC | $103.4M | 12,749,755 | 34.85% | 3q | HELD |
| Stephens Group, LLC | $59.6M | 7,347,871 | 28.88% | 16q | -9.4%-$6.2M |
| FMR LLC | $32.8M | 4,046,466 | 0.00% | 14q | +44.7%+$10.1M |
| BlackRock, Inc. | $22.5M | 2,774,331 | 0.00% | 8q | +8.6%+$1.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.7M | 2,182,542 | 0.00% | 2q | +4.2%+$715.4K |
| NFC Investments, LLC | $16.8M | 2,066,711 | 4.26% | 15q | -41.4%-$11.9M |
| BROWN BROTHERS HARRIMAN & CO | $15.2M | 1,876,688 | 0.07% | 12q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $8.3M | 1,023,780 | 0.00% | 15q | +4.8%+$384.0K |
| Silverleafe Capital Partners, LLC | $7.9M | 968,217 | 2.14% | 12q | -79.5%-$30.4M |
| AGMAN CAPITAL LLC | $6.8M | 838,846 | 4.29% | 3q | HELD |
| STATE STREET CORP | $6.4M | 793,823 | 0.00% | 15q | +3.7%+$229.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.3M | 647,826 | 0.00% | 2q | +6.4%+$316.2K |
| MILLENNIUM MANAGEMENT LLC | $4.9M | 601,611 | 0.00% | 8q | +1768.4%+$4.6M |
| JANE STREET GROUP, LLC | $4.4M | 546,450 | 0.00% | 11q | +2842.5%+$4.3M |
| AQR CAPITAL MANAGEMENT LLC | $3.8M | 472,859 | 0.00% | 6q | +346.5%+$3.0M |
| ZAZOVE ASSOCIATES LLC | $3.7M | 450,508 | 0.30% | 8q | -61.0%-$5.7M |
| UBS Group AG | $3.4M | 416,134 | 0.00% | 16q | +258.7%+$2.4M |
| GOLDMAN SACHS GROUP INC | $3.3M | 407,297 | 0.00% | 16q | +59.0%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $3.0M | 375,992 | 0.00% | 15q | +438.7%+$2.5M |
| Nuveen, LLC | $3.0M | 368,272 | 0.00% | 6q | +43.7%+$908.0K |
| HRT FINANCIAL LP | $2.9M | 363,695 | 0.01% | 3q | +168.8%+$1.9M |
| ALGERT GLOBAL LLC | $2.8M | 347,241 | 0.03% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.6M | 316,978 | 0.00% | 15q | +2.7%+$66.5K |
| NORTHERN TRUST CORP | $2.4M | 300,280 | 0.00% | 15q | +8.5%+$189.8K |
| TUDOR INVESTMENT CORP ET AL | $2.4M | 296,402 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $2.3M | 286,063 | 0.00% | 2q | +6.6%+$144.2K |
| LEE DANNER & BASS INC | $2.3M | 283,000 | 0.13% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $2.1M | 262,343 | 0.00% | 7q | +3160.5%+$2.1M |
| Trexquant Investment LP | $2.0M | 250,482 | 0.01% | new | NEW |
| STEPHENS INC /AR/ | $2.0M | 242,588 | 0.02% | 16q | -2.3%-$46.6K |
| CITADEL ADVISORS LLC | $1.8M | 218,376 | 0.00% | 12q | +19.3%+$286.5K |
| Jupiter Topco LLC | $1.7M | 204,235 | 0.00% | new | FIRST |
| MORGAN STANLEY | $1.6M | 197,582 | 0.00% | 16q | +131.9%+$911.3K |
| Mariner, LLC | $1.6M | 194,193 | 0.00% | 12q | +1287.2%+$1.5M |
| DAVENPORT & Co LLC | $1.6M | 194,025 | 0.01% | 16q | -12.2%-$218.0K |
| Point72 Asset Management, L.P. | $1.5M | 186,642 | 0.00% | new | NEW |
| Horrell Capital Management, Inc. | $1.3M | 158,514 | 0.59% | 16q | -1.7%-$22.6K |
| Sovereign's Capital Management, LLC | $1.3M | 154,500 | 0.84% | 7q | -1.1%-$13.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M incl. $119.2K options CALL | 131,111 | 0.00% | 16q | +138.5%+$686.7K |
| Piedmont Capital Management, LLC/NC | $1.1M | 137,488 | 0.68% | 3q | -9.2%-$112.5K |
| ARKANSAS FINANCIAL GROUP, INC. | $1.0M | 127,483 | 0.13% | 4q | +92.8%+$497.6K |
| Quantinno Capital Management LP | $987.8K | 121,803 | 0.00% | 5q | +34.3%+$252.1K |
| BOOTHBAY FUND MANAGEMENT, LLC | $919.7K PUT | options only | 0.01% | new | OPTIONS |
| Russell Investments Group, Ltd. | $884.6K | 109,081 | 0.00% | 11q | +3495.3%+$860.0K |
| MARSHALL WACE, LLP | $857.4K | 105,722 | 0.00% | 5q | +317.9%+$652.2K |
| Walleye Capital LLC | $807.1K | 99,515 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $782.8K | 96,521 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $779.9K | 96,160 | 0.00% | 3q | +198.5%+$518.6K |
| Inspire Investing, LLC | $686.8K | 84,680 | 0.03% | 4q | -32.3%-$327.3K |
| RENAISSANCE TECHNOLOGIES LLC | $678.8K | 83,700 | 0.00% | 4q | +99.3%+$338.2K |
| Jump Financial, LLC | $677.7K | 83,564 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $673.7K | 83,069 | 0.00% | 13q | +8.7%+$53.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $568.0K | 69,920 | 0.00% | 9q | +7.4%+$38.9K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $521.5K | 64,305 | 0.00% | new | NEW |
| DIVERSIFIED TRUST CO | $510.4K | 62,934 | 0.01% | 16q | HELD |
| GREENWOOD GEARHART LLC | $471.7K | 58,167 | 0.02% | 11q | HELD |
| Susquehanna Portfolio Strategies, LLC | $467.2K | 57,614 | 0.01% | 3q | HELD |
| HSBC HOLDINGS PLC | $464.3K | 57,716 | 0.00% | 3q | +93.6%+$224.5K |
| Centiva Capital, LP | $460.5K | 56,776 | 0.00% | new | NEW |
| REGIONS FINANCIAL CORP | $384.7K | 47,430 | 0.00% | 8q | HELD |
| RHUMBLINE ADVISERS | $378.4K | 46,665 | 0.00% | 13q | +10.0%+$34.5K |
| Pillsbury Lake Capital LLC | $361.6K PUT | options only | 0.10% | new | OPTIONS |
| Creative Planning | $355.1K | 43,786 | 0.00% | 3q | +67.4%+$142.9K |
| IEQ CAPITAL, LLC | $344.3K | 42,451 | 0.00% | new | NEW |
| Aquatic Capital Management LLC | $306.9K | 37,848 | 0.01% | 3q | +60.4%+$115.6K |
| BARCLAYS PLC | $287.5K | 35,454 | 0.00% | 13q | +43.2%+$86.8K |
| Legacy Capital Wealth Partners, LLC | $279.8K | 34,500 | 0.05% | 9q | -5.6%-$16.5K |
| DEUTSCHE BANK AG\ | $278.2K | 34,301 | 0.00% | 14q | +2.4%+$6.4K |
| WELLS FARGO & COMPANY/MN | $276.4K | 34,078 | 0.00% | 15q | +132.5%+$157.5K |
| Jain Global LLC | $233.2K | 28,754 | 0.00% | new | NEW |
| XTX Topco Ltd | $223.9K | 27,604 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $218.5K | 26,939 | 0.00% | 7q | -12.9%-$32.4K |
| Vanguard Global Advisers, LLC | $214.2K | 26,411 | 0.00% | 2q | +38.8%+$59.8K |
| Invesco Ltd. | $200.8K | 24,759 | 0.00% | 13q | +34.5%+$51.5K |
| LATHROP INVESTMENT MANAGEMENT CO | $192.0K | 23,615 | 0.03% | 7q | HELD |
| ALLIANCEBERNSTEIN L.P. | $186.2K | 43,820 | 0.00% | 10q | +27.3%+$40.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $185.3K | 22,852 | 0.00% | 3q | +119.1%+$100.7K |
| Arvest Bank Trust Division | $183.6K | 22,635 | 0.01% | 8q | HELD |
| Inscription Capital, LLC | $181.9K | 22,435 | 0.02% | 3q | -6.5%-$12.7K |
| Virtu Financial LLC | $181.0K | 22,376 | 0.01% | new | NEW |
| Cerity Partners LLC | $180.6K | 22,273 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $177.9K | 21,933 | 0.00% | 13q | +87.5%+$83.0K |
| FOX RUN MANAGEMENT, L.L.C. | $167.5K | 20,648 | 0.03% | new | NEW |
| CITIGROUP INC | $161.5K | 19,914 | 0.00% | 15q | +930.2%+$145.8K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $161.0K PUT | options only | 0.01% | new | OPTIONS |
| HighTower Advisors, LLC | $157.0K | 19,356 | 0.00% | 16q | HELD |
| SEI INVESTMENTS CO | $153.4K | 18,916 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $146.9K | 18,111 | 0.00% | 3q | +40.8%+$42.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $139.6K | 17,211 | 0.00% | 9q | HELD |
| Red Door Wealth Management, LLC | $137.9K | 17,000 | 0.01% | 13q | -39.3%-$89.2K |
| Magnetar Financial LLC | $134.3K | 16,564 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $127.6K | 15,585 | 0.00% | 16q | +2.7%+$3.4K |
| Cetera Investment Advisers | $125.5K | 15,478 | 0.00% | 3q | +7.8%+$9.1K |
| TWO SIGMA SECURITIES, LLC | $125.1K | 15,423 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $113.9K | 15,324 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $108.1K | 13,335 | 0.00% | new | NEW |
| Corient Private Wealth LP | $100.8K | 12,424 | 0.00% | new | NEW |
| WINTON GROUP Ltd | $99.8K | 12,300 | 0.00% | new | NEW |
| Arax Advisory Partners | $99.4K | 12,256 | 0.00% | 5q | +3050.6%+$96.2K |
| Police & Firemen's Retirement System of New Jersey | $97.9K | 12,070 | 0.00% | 7q | HELD |
Showing the largest 100 of 152 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-21 | 2026-10-19 | Material agreement entered Material agreement terminated | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-13 | FORD JOE T | Director | Bought | 16,500 | $139.1K ×3 |
| 2026-05-14 | FORD JOE T | Director | Bought | 15,000 | $127.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $76.9M | 9,562,645 | 2 | 4 | 11 | 0.0% |
| Q2 2026 | 152 | $393.2M | 48,315,752 | 40 | 59 | 24 | 0.4% |
| Q1 2026 | 127 | $207.8M | 48,722,612 | 11 | 40 | 45 | 0.0% |
| Q4 2025 | 125 | $196.9M | 48,345,965 | 20 | 27 | 54 | 0.0% |
| Q3 2025 | 128 | $173.4M | 35,622,294 | 24 | 39 | 32 | 0.2% |
| Q2 2025 | 121 | $215.1M | 37,424,548 | 18 | 36 | 30 | 0.3% |
| Q1 2025 | 115 | $282.7M | 39,034,026 | 11 | 41 | 26 | 0.3% |
| Q4 2024 | 122 | $254.5M | 39,094,867 | 22 | 43 | 25 | 1.4% |
| Q3 2024 | 115 | $251.9M | 38,158,675 | 21 | 36 | 28 | 0.9% |
| Q2 2024 | 108 | $374.6M | 35,843,152 | 22 | 35 | 18 | 2.1% |
| Q1 2024 | 93 | $388.2M | 36,042,607 | 15 | 19 | 25 | 4.1% |
| Q4 2023 | 90 | $380.0M | 35,803,816 | 12 | 29 | 27 | 3.8% |
| Q3 2023 | 83 | $292.2M | 31,670,969 | 16 | 26 | 24 | 4.0% |
| Q2 2023 | 78 | $311.0M | 27,534,609 | 25 | 26 | 14 | 3.9% |
| Q1 2023 | 62 | $306.3M | 23,781,197 | 15 | 24 | 9 | 5.2% |
| Q4 2022 | 54 | $299.9M | 21,206,587 | 20 | 10 | 11 | 5.8% |
| Q3 2022 | 40 | $321.7M | 30,840,551 | 45 | 0 | 0 | 2.1% |
| Q4 2021 | 1 | $525.0K | 11,836 | 0 | 0 | 0 | 0.0% |