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Westrock Coffee (WEST) Institutional Ownership

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$7.59 +0.07 (+0.93%)
As of 05/20/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Westrock Coffee (NASDAQ:WEST)

Current
Institutional Ownership
Percentage
45.08%
Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$41.49M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$7.43M
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WEST Institutional Buying and Selling by Quarter

Westrock Coffee Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Goldman Sachs Group Inc.116,223$839K0.0%-30.2%0.123%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.21,292$154K0.0%+10.4%0.023%
5/16/2025 AQR Capital Management LLC22,943$166K0.0%N/A0.024%
5/15/2025 Vident Advisory LLC33,052$239K0.0%-18.3%0.035%
5/15/2025 State of Wyoming8,584$62K0.0%N/A0.009%
5/15/2025 Trexquant Investment LP11,433$83K0.0%N/A0.012%
5/14/2025 Fuller & Thaler Asset Management Inc.46,590$336K0.0%N/A0.049%
5/13/2025 American Century Companies Inc.36,844$266K0.0%-25.1%0.039%
5/13/2025 Zazove Associates LLC771,505$5.57M0.5%-11.6%0.819%
5/12/2025 Nuveen LLC94,215$680K0.0%N/A0.100%
5/12/2025 Swiss National Bank73,000$527K0.0%+4.4%0.077%
5/9/2025 Charles Schwab Investment Management Inc.290,306$2.10M0.0%+2.0%0.308%
5/9/2025 Vanguard Group Inc.2,950,639$21.30M0.0%+4.9%3.131%
5/8/2025 HHM Wealth Advisors LLC8,080$58K0.0%+130.9%0.009%
5/7/2025 Robinson Value Management Ltd.30,000$217K0.1%-14.3%0.032%
5/2/2025 Legacy Capital Wealth Partners LLC36,105$261K0.1%+38.0%0.038%
5/1/2025 Stephens Inc. AR245,364$1.77M0.0%+3.8%0.260%
4/28/2025 DAVENPORT & Co LLC244,470$1.77M0.0%+2.4%0.259%
4/21/2025 Silverleafe Capital Partners LLC4,726,102$34.12M11.7%-0.1%5.016%
4/15/2025 Paragon Advisors LLC13,761$99K0.0%N/A0.015%
2/18/2025 Principal Street Partners LLC194,347$1.25M0.2%-50.4%0.206%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,851$397K0.0%+44.2%0.066%
2/17/2025 Vident Advisory LLC40,458$260K0.0%-40.9%0.043%
2/17/2025 Sovereign s Capital Management LLC72,410$465K0.3%N/A0.077%
2/17/2025 Millennium Management LLC589,450$3.78M0.0%+198.9%0.626%
2/17/2025 Deutsche Bank AG42,294$272K0.0%+88.3%0.045%
2/17/2025 Cresset Asset Management LLC55,000$353K0.0%N/A0.058%
2/17/2025 Bank of America Corp DE76,401$490K0.0%+76.9%0.081%
2/17/2025 BNP Paribas Financial Markets5,771$37K0.0%N/A0.006%
2/14/2025 Northern Trust Corp300,712$1.93M0.0%+2.3%0.319%
2/14/2025 Price T Rowe Associates Inc. MD13,418$87K0.0%+23.9%0.014%
2/14/2025 MetLife Investment Management LLC25,924$166K0.0%+36.0%0.028%
2/14/2025 Cadence Bank162,500$1.04M0.1%-35.0%0.173%
2/14/2025 Arvest Bank Trust Division22,635$145K0.0%+28.4%0.024%
2/13/2025 Mariner LLC127,620$819K0.0%+109.7%0.135%
2/13/2025 Barclays PLC61,159$392K0.0%+6.6%0.065%
2/13/2025 Townsquare Capital LLC16,133$104K0.0%+46.6%0.017%
2/13/2025 Zazove Associates LLC873,079$5.61M0.5%-1.4%0.927%
2/13/2025 Raymond James Financial Inc.130,816$840K0.0%N/A0.139%
2/13/2025 Legal & General Group Plc28,062$180K0.0%-6.1%0.030%
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2/13/2025 Envestnet Asset Management Inc.14,750$95K0.0%N/A0.016%
2/13/2025 Wells Fargo & Company MN16,332$105K0.0%+47.6%0.017%
2/12/2025 ExodusPoint Capital Management LP75,467$484K0.0%+562.7%0.080%
2/12/2025 Geode Capital Management LLC841,226$5.40M0.0%+4.3%0.893%
2/11/2025 Horrell Capital Management Inc.115,665$743K0.2%+31.5%0.123%
2/11/2025 Vanguard Group Inc.2,812,993$18.06M0.0%+7.7%2.987%
2/11/2025 KLP Kapitalforvaltning AS7,300$47K0.0%N/A0.008%
2/11/2025 American Century Companies Inc.49,214$316K0.0%-3.1%0.052%
2/11/2025 Virtu Financial LLC13,005$83K0.0%N/A0.014%
2/10/2025 NFC Investments LLC4,047,562$25.99M7.2%+0.1%4.297%
2/7/2025 HighTower Advisors LLC213,837$1.37M0.0%-0.9%0.227%
2/7/2025 AlphaQuest LLC18,803$121K0.0%-69.0%0.020%
2/7/2025 Naviter Wealth LLC23,180$149K0.0%N/A0.025%
2/6/2025 Raymond James Financial Inc.130,816$840K0.0%N/A0.139%
2/6/2025 Charles Schwab Investment Management Inc.284,653$1.83M0.0%+0.7%0.302%
2/4/2025 Bank of New York Mellon Corp70,731$454K0.0%-4.0%0.075%
2/3/2025 First Horizon Advisors Inc.15,000$96K0.0%N/A0.016%
1/30/2025 Legacy Capital Wealth Partners LLC26,165$168K0.0%-28.2%0.028%
1/30/2025 Blue Trust Inc.7,636$49K0.0%-31.4%0.008%
1/29/2025 Savant Capital LLC20,489$132K0.0%N/A0.022%
1/28/2025 Stephens Inc. AR236,364$1.52M0.0%+54.8%0.251%
1/24/2025 DAVENPORT & Co LLC238,675$1.53M0.0%+15.7%0.253%
1/22/2025 Blue Trust Inc.18,107$118K0.0%+62.7%0.019%
1/7/2025 Diversified Trust Co63,097$405K0.0%-47.2%0.067%
12/13/2024B. Riley Wealth Advisors Inc.24,578$159K0.0%+26.8%0.026%
11/25/2024 Arvest Bank Trust Division17,635$115K0.0%N/A0.019%
11/19/2024 Barclays PLC57,357$373K0.0%+363.9%0.061%
11/16/2024 Geode Capital Management LLC806,325$5.24M0.0%+5.7%0.912%
11/15/2024 Barclays PLC57,357$373K0.0%+363.9%0.065%
11/15/2024 Orion Portfolio Solutions LLC11,477$75K0.0%-65.0%0.013%
11/15/2024 Jane Street Group LLC15,251$99K0.0%-68.0%0.017%
11/15/2024 State Street Corp649,553$4.22M0.0%+2.0%0.735%
11/15/2024 Repertoire Partners LP100,000$650K0.7%N/A0.113%
11/15/2024 NFC Investments LLC4,044,207$26.29M7.6%+17.0%4.576%
11/15/2024 Atom Investors LP10,794$70K0.0%N/A0.012%
11/14/2024 Verition Fund Management LLC18,600$121K0.0%N/A0.021%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC42,879$279K0.0%-8.6%0.049%
11/13/2024 Townsquare Capital LLC11,002$72K0.0%-32.4%0.012%
11/13/2024 Principal Street Partners LLC391,680$2.55M0.4%+100.0%0.443%
11/13/2024 FMR LLC1,795,867$11.67M0.0%-0.2%2.032%
11/12/2024 Charles Schwab Investment Management Inc.282,643$1.84M0.0%+8.8%0.320%
11/9/2024Intech Investment Management LLC10,895$71K0.0%N/A0.012%
11/7/2024 Quest Partners LLC60,663$394K0.0%+32,869.0%0.069%
11/6/2024 Paragon Advisors LLC42,852$279K0.1%-29.6%0.048%
11/6/2024 Summit Asset Management LLC13,271$86K0.0%N/A0.015%
11/4/2024 Legacy Capital Wealth Partners LLC36,454$237K0.0%+25.6%0.041%
10/28/2024 Stephens Inc. AR152,717$993K0.0%+1.7%0.173%
10/21/2024 Gilliland Jeter Wealth Management LLC4,547$30K0.0%+81.9%0.005%
10/18/2024 Blue Trust Inc.11,126$72K0.0%+637.3%0.013%
10/11/2024 Patriot Investment Management Group Inc.12,061$78K0.0%N/A0.014%
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10/7/2024 Diversified Trust Co119,406$776K0.0%+6.0%0.135%
10/3/2024 Stephens Group LLC8,110,043$52.72M28.0%-0.4%9.177%
8/15/2024 The Manufacturers Life Insurance Company15,050$154K0.0%+15.9%0.017%
8/15/2024 Marathon Capital Management58,725$601K0.2%-1.8%0.067%
8/14/2024 Marshall Wace LLP43,280$443K0.0%N/A0.049%
8/14/2024 EverSource Wealth Advisors LLC3,520$35K0.0%+69.6%0.004%
8/14/2024 ProShare Advisors LLC3,804$39K0.0%N/A0.004%
8/9/2024 Brown Brothers Harriman & Co.1,876,688$19.20M0.1%N/A2.132%
8/8/2024 American Century Companies Inc.46,615$477K0.0%+76.0%0.053%
8/2/2024 Legacy Capital Wealth Partners LLC29,032$297K0.1%N/A0.033%
(Data available from 1/1/2016 forward)

WEST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEST shares?

During the previous two years, 96 institutional investors and hedge funds held shares of Westrock Coffee. The most heavily invested institutionals were Stephens Group LLC ($52.72M), Silverleafe Capital Partners LLC ($34.12M), NFC Investments LLC ($25.99M), Vanguard Group Inc. ($21.30M), Brown Brothers Harriman & Co. ($19.20M), FMR LLC ($11.67M), and Zazove Associates LLC ($5.57M).Learn more on WEST's institutional investors.

What percentage of Westrock Coffee stock is owned by institutional investors?

45.08% of Westrock Coffee stock is owned by institutional investors. Learn more on WEST's institutional investor holdings.

Which institutional investors have been buying Westrock Coffee stock?

Of the 80 institutional investors that purchased Westrock Coffee stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Silverleafe Capital Partners LLC ($4.14M), NFC Investments LLC ($4.06M), Brown Brothers Harriman & Co. ($1.88M), Vanguard Group Inc. ($815.67K), Millennium Management LLC ($392.21K), FMR LLC ($378.87K), and Raymond James Financial Inc. ($261.63K).

How much institutional buying is happening at Westrock Coffee?

Institutional investors have bought a total of 14,363,106 shares in the last 24 months. This purchase volume represents approximately $127.09M in transactions.

Which Westrock Coffee major shareholders have been selling company stock?

Of the 35 institutional investors that sold Westrock Coffee stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stephens Group LLC ($402.94K), Principal Street Partners LLC ($390.23K), Silverleafe Capital Partners LLC ($179.63K), Zazove Associates LLC ($114.08K), Cadence Bank ($87.50K), Paragon Advisors LLC ($63.73K), and Diversified Trust Co ($56.31K).

How much institutional selling is happening at Westrock Coffee?

Institutional investors have sold a total of 1,641,684 shares in the last 24 months. This volume of shares sold represents approximately $13.88M in transactions.



This page (NASDAQ:WEST) was last updated on 5/21/2025 by MarketBeat.com Staff
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