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WestRock (WRK) Institutional Ownership

$51.51
+1.76 (+3.54%)
(As of 07/5/2024)

Institutional Ownership Changes (13F Filings) for WestRock (NYSE:WRK)

Current
Institutional Ownership
Percentage
83.38%
Number of
Institutional Buyers
(last 12 months)
283
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$1.40B
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WRK Institutional Buying and Selling by Quarter

WestRock Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024Cambridge Investment Research Advisors Inc.49,714$2.50M0.0%-6.1%0.019%
7/26/2024Atomi Financial Group Inc.6,883$346K0.0%+11.4%0.003%
7/26/2024AlphaStar Capital Management LLC16,066$807K0.1%+21.2%0.006%
7/26/2024Access Investment Management LLC327,250$16.45M5.3%-2.4%0.127%
7/26/2024Allspring Global Investments Holdings LLC12,084$607K0.0%-1.7%0.005%
7/26/2024State of Michigan Retirement System76,464$3.84M0.0%-1.0%0.030%
7/26/2024 Alpha Omega Wealth Management LLC100,282$5.04M1.0%-17.7%0.039%
7/26/2024 Bank of New York Mellon Corp2,235,486$112.36M0.0%+0.1%0.870%
7/25/2024 Raymond James Trust N.A.10,451$525K0.0%+5.9%0.004%
7/24/2024 Retirement Systems of Alabama757,182$38.06M0.1%-5.2%0.295%
7/24/2024 New York State Teachers Retirement System232,232$11.67M0.0%-1.1%0.090%
7/24/2024 Louisiana State Employees Retirement System14,600$734K0.0%-2.7%0.006%
7/22/2024 Fifth Third Bancorp9,817$493K0.0%-2.7%0.004%
7/22/2024 Chevy Chase Trust Holdings LLC140,923$7.08M0.0%-0.9%0.055%
7/20/2024 Nisa Investment Advisors LLC38,235$1.92M0.0%-10.6%0.015%
7/19/2024 Hedges Asset Management LLC15,000$754K0.5%-5.1%0.006%
7/19/2024 MONECO Advisors LLC7,312$368K0.1%-2.7%0.003%
7/19/2024 Raymond James & Associates107,190$5.39M0.0%-12.3%0.042%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.566,098$28.45M0.0%-4.0%0.220%
7/18/2024 Blue Trust Inc.8,302$411K0.0%+8.0%0.003%
7/18/2024 Assenagon Asset Management S.A.8,832$444K0.0%+12.0%0.003%
7/17/2024 SWS Partners77,394$3.89M1.2%-5.9%0.030%
7/16/2024 ORG Partners LLC2,286$113K0.0%N/A0.001%
7/16/2024 Patton Fund Management Inc.66,482$3.34M0.7%N/A0.026%
7/16/2024 V Square Quantitative Management LLC6,940$349K0.1%-22.8%0.003%
7/16/2024 Wealth Enhancement Advisory Services LLC60,127$3.02M0.0%+8.4%0.023%
7/16/2024 M&G Plc146,925$7.35M0.0%+11.6%0.057%
7/16/2024 Sequoia Financial Advisors LLC114,541$5.76M0.1%+0.5%0.045%
7/15/2024 Transform Wealth LLC29,947$1.51M0.1%-6.6%0.012%
7/15/2024 Securian Asset Management Inc.14,771$742K0.0%-1.9%0.006%
7/15/2024 Czech National Bank49,192$2.47M0.0%+8.8%0.019%
7/12/2024 SG Americas Securities LLC190,135$9.56M0.1%+326.2%0.074%
7/12/2024 Kwmg LLC129,272$6.50M0.7%-4.4%0.050%
7/11/2024 OLD National Bancorp IN5,201$261K0.0%+5.1%0.002%
7/11/2024 Manning & Napier Advisors LLC89,086$4.48M0.1%N/A0.035%
7/11/2024 Salem Investment Counselors Inc.596,664$29.99M1.0%-0.7%0.232%
7/10/2024 Richard P Slaughter Associates Inc46,817$2.35M0.6%-1.1%0.018%
7/10/2024 Contravisory Investment Management Inc.13,261$666K0.1%-1.7%0.005%
7/10/2024 CWM LLC6,122$308K0.0%+62.9%0.002%
7/9/2024 Sage Capital Advisors llc140,105$7.04M2.0%+0.3%0.055%
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7/9/2024 Mather Group LLC.6,878$340K0.0%+346.9%0.003%
7/8/2024 Insight Wealth Strategies LLC40,414$2.03M0.3%-1.9%0.016%
7/8/2024 Bank & Trust Co2,702$136K0.1%N/A0.001%
7/8/2024 Boston Common Asset Management LLC335,589$16.87M0.4%+82.0%0.131%
7/5/2024 DNB Asset Management AS56,154$2.82M0.0%+33.7%0.022%
7/2/2024 GAMMA Investing LLC1,790$90K0.0%+28.2%0.001%
6/6/2024Westwood Holdings Group Inc.42,372$2.10M0.0%-90.9%0.016%
6/4/2024DekaBank Deutsche Girozentrale23,681$1.16M0.0%-44.6%0.009%
5/28/2024Teachers Retirement System of The State of Kentucky20,948$1.04M0.0%-4.7%0.008%
5/24/2024Cetera Advisors LLC21,331$1.06M0.0%+92.1%0.008%
5/24/2024Cetera Investment Advisers37,169$1.84M0.0%+119.6%0.014%
5/23/2024Redwood Grove Capital LLC300,950$14.88M4.4%+3.4%0.117%
5/22/2024Burney Co.51,829$2.56M0.1%-1.0%0.020%
5/21/2024 Swedbank AB196,801$9.73M0.0%N/A0.077%
5/17/2024Wahed Invest LLC4,870$241K0.1%+12.4%0.002%
5/17/2024Comerica Bank36,245$1.79M0.0%-5.0%0.014%
5/17/2024Tidal Investments LLC42,890$2.12M0.0%+327.4%0.017%
5/16/2024Jane Street Group LLC202,747$10.03M0.0%-18.3%0.079%
5/16/2024California State Teachers Retirement System350,088$17.31M0.0%-3.6%0.136%
5/16/2024Levin Capital Strategies L.P.69,267$3.43M0.3%-27.1%0.027%
5/16/2024KRYGER CAPITAL Ltd1,398,280$69.15M12.9%+5.1%0.544%
5/16/2024Silvercrest Asset Management Group LLC23,000$1.14M0.0%-1.7%0.009%
5/16/2024Zurich Insurance Group Ltd FI1,178,868$58.30M0.5%+38.2%0.459%
5/16/2024Paloma Partners Management Co13,718$678K0.0%N/A0.005%
5/15/2024Public Employees Retirement System of Ohio97,231$4.81M0.0%-11.5%0.038%
5/15/2024Public Employees Retirement Association of Colorado28,720$1.42M0.0%-4.4%0.011%
5/15/2024Kentucky Retirement Systems Insurance Trust Fund8,480$419K0.0%-7.2%0.003%
5/15/2024Kentucky Retirement Systems19,515$965K0.0%-4.9%0.008%
5/15/2024Price T Rowe Associates Inc. MD1,904,374$94.17M0.0%-71.2%0.741%
5/15/2024Magnetar Financial LLC1,817,028$89.85M2.0%-14.2%0.707%
5/15/2024Lazard Asset Management LLC4,177$206K0.0%-83.6%0.002%
5/15/2024GABELLI & Co INVESTMENT ADVISERS INC.324,413$16.04M2.8%+28.1%0.126%
5/15/2024Gabelli Funds LLC331,210$16.38M0.1%+25.7%0.129%
5/15/2024Gamco Investors INC. ET AL15,726$778K0.0%+21.2%0.006%
5/14/2024Canada Pension Plan Investment Board621,000$30.71M0.0%+296.9%0.242%
5/14/2024Westwood Holdings Group Inc.42,372$2.10M0.0%-90.9%0.016%
5/14/2024Toronto Dominion Bank144,945$7.17M0.0%+2.3%0.056%
5/14/2024Axxcess Wealth Management LLC5,373$266K0.0%-5.3%0.002%
5/14/2024Carlson Capital L P828,472$40.97M3.3%+51.8%0.322%
5/14/2024Shell Asset Management Co.49,766$2.46M0.1%+58.7%0.019%
5/14/2024Natixis496,580$24.56M0.1%+180.0%0.193%
5/14/2024Healthcare of Ontario Pension Plan Trust Fund98,000$4.85M0.0%-75.4%0.038%
5/14/2024CANADA LIFE ASSURANCE Co88,187$4.36M0.0%-18.3%0.034%
5/14/2024Twin Capital Management Inc.54,974$2.72M0.3%-5.8%0.021%
5/14/2024National Bank of Canada FI499,828$25.81M0.0%+11.9%0.194%
5/13/2024UniSuper Management Pty Ltd23,054$1.14M0.0%+575.3%0.009%
5/13/2024O Shaughnessy Asset Management LLC210,192$10.39M0.1%+3.5%0.082%
5/11/2024Covestor Ltd1,974$98K0.1%-18.6%0.001%
5/11/2024Catalytic Wealth RIA LLC41,260$2.04M0.4%-20.0%0.016%
5/11/2024Patten & Patten Inc. TN791,411$39.14M2.8%+12.4%0.308%
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5/10/2024Vanguard Group Inc.31,155,963$1.54B0.0%+0.3%12.123%
5/10/2024Intech Investment Management LLC9,041$447K0.0%-79.1%0.004%
5/10/2024Mitsubishi UFJ Trust & Banking Corp148,381$7.34M0.0%-6.7%0.058%
5/10/2024 M&G Plc131,649$6.45M0.0%N/A0.051%
5/10/2024Tocqueville Asset Management L.P.57,073$2.82M0.0%-2.3%0.022%
5/9/2024Blair William & Co. IL12,888$637K0.0%-12.7%0.005%
5/9/2024Picton Mahoney Asset Management735,700$36.38M1.1%+17.7%0.286%
5/9/2024Kingsview Wealth Management LLC54,442$2.69M0.1%N/A0.021%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.298,762$14.77M0.0%+29.2%0.116%
5/9/2024Private Management Group Inc.319,748$15.81M0.6%-53.2%0.124%
(Data available from 1/1/2016 forward)

WRK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WRK shares?

During the previous two years, 606 institutional investors and hedge funds held shares of WestRock. The most heavily invested institutionals were Vanguard Group Inc. ($1.54B), BlackRock Inc. ($767.86M), Greenhaven Associates Inc. ($556.81M), State Street Corp ($442.60M), Nordea Investment Management AB ($260.18M), Norges Bank ($198.06M), and Invesco Ltd. ($183.66M).Learn more on WRK's institutional investors.

What percentage of WestRock stock is owned by institutional investors?

83.38% of WestRock stock is owned by institutional investors. Learn more on WRK's institutional investor holdings.

Which institutional investors have been buying WestRock stock?

Of the 497 institutional investors that purchased WestRock stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Greenhaven Associates Inc. ($6.40M), Norges Bank ($4.77M), Westchester Capital Management LLC ($3.07M), Segantii Capital Management Ltd ($2.91M), FMR LLC ($2.28M), Assenagon Asset Management S.A. ($1.99M), and Prudential Financial Inc. ($1.86M).

How much institutional buying is happening at WestRock?

Institutional investors have bought a total of 73,160,120 shares in the last 24 months. This purchase volume represents approximately $2.67B in transactions.

Which WestRock major shareholders have been selling company stock?

Of the 361 institutional investors that sold WestRock stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Impax Asset Management Group plc ($4.88M), Price T Rowe Associates Inc. MD ($4.71M), LSV Asset Management ($4.58M), Nordea Investment Management AB ($3.63M), State Street Corp ($3.26M), Assenagon Asset Management S.A. ($3.17M), and Pictet Asset Management SA ($3.09M).

How much institutional selling is happening at WestRock?

Institutional investors have sold a total of 65,398,835 shares in the last 24 months. This volume of shares sold represents approximately $2.48B in transactions.


This page (NYSE:WRK) was last updated on 7/27/2024 by MarketBeat.com Staff

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