Westrock Coffee Company (WEST) Ownership

7.07 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Stephens Group LLC is the biggest individual institutional holder of Westrock Coffee Company (WEST), owning a total of 8.1 million shares. Combined, the top 46 institutional holders of WEST own 43.05% of the company with a total of 40.4 million shares.

In the latest ownership report on March 31st 2025, the top 46 institutional holders increased their combined ownership of WEST by 241 thousand shares. 6 institutions bought 346,675 total additional shares and increased their ownership by an average of 3.50%. However 2 institutions sold 105,304 total shares and decreased their ownership by an average of 5.86%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Westrock Coffee Company increased by a net total of 241,371 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Stephens Group LLC8.570%0.000%8,110,04302025-03-31
Southeastern Asset Management Inc5.156%0.000%4,879,92702025-03-31
Silverleafe Capital Partners, LLC4.994%-0.079%4,726,102-3,7302025-03-31
Nfc Investments, LLC4.277%0.000%4,047,56202025-03-31
Vanguard Group Inc3.118%4.893%2,950,639137,6462025-03-31
FMR Inc2.708%5.369%2,562,619130,5792025-03-31
BlackRock Inc2.461%1.460%2,329,15533,5222025-03-31
Zazove Associates LLC0.815%-11.634%771,505-101,5742025-03-31
State Street Corp0.765%4.847%724,17233,4802025-03-31
Charles Schwab Investment Management Inc0.307%1.986%290,3065,6532025-03-31
Davenport & Company LLC0.258%2.428%244,4705,7952025-03-31
Green Square Asset Management0.205%0.000%194,34702025-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Stephens Group LLC8.570%0.000%8,110,04302025-03-31
Southeastern Asset Management Inc5.156%0.000%4,879,92702025-03-31
Silverleafe Capital Partners, LLC4.994%-0.079%4,726,102-3,7302025-03-31
Nfc Investments, LLC4.277%0.000%4,047,56202025-03-31
Vanguard Group Inc3.118%4.893%2,950,639137,6462025-03-31
FMR Inc2.708%5.369%2,562,619130,5792025-03-31
BlackRock Inc2.461%1.460%2,329,15533,5222025-03-31
Brown Brothers Harriman & Co1.983%0.000%1,876,68802024-12-31
Geode Capital Management, LLC0.889%4.328%841,22634,9012024-12-31
Zazove Associates LLC0.815%-11.634%771,505-101,5742025-03-31
State Street Corp0.765%4.847%724,17233,4802025-03-31
Goldman Sachs Group Inc0.743%-15.565%699,631-128,9692024-09-30
State Street Corporation0.712%4.935%629,35329,5982024-03-31
Millennium Management LLC0.623%198.855%589,450392,2142024-12-31
UBS Group AG0.364%1,552.570%344,793323,9292024-12-31
Northern Trust Corp0.318%2.300%300,7126,7622024-12-31
Charles Schwab Investment Management Inc0.307%1.986%290,3065,6532025-03-31
Raymond James & Associates0.304%2.094%269,1745,5202024-06-30
Cadence Bank0.265%0.000%250,00002024-09-30
Davenport & Company LLC0.258%2.428%244,4705,7952025-03-31
Gamco Investors, Inc. Et Al0.259%-1.853%243,600-4,6002024-09-30
Stephens Inc0.250%54.773%236,36483,6472024-12-31
Morgan Stanley - Brokerage Accounts0.235%20.107%222,12537,1862024-12-31
HighTower Advisors, LLC0.226%-0.853%213,837-1,8392024-12-31
Green Square Asset Management0.205%0.000%194,34702025-03-31
Mariner Wealth Advisors LLC0.198%105.696%186,46395,8132024-06-30
Mariner Wealth Advisors, LLC0.211%105.696%186,46395,8132024-06-30
Paragon Advisors, LLC0.153%-12.937%134,600-20,0002023-12-31
JPMorgan Chase & Co0.166%0.000%125,409125,4092022-09-30
Polar Asset Management Partners0.165%0.000%125,00002022-12-31
Radcliffe Group Inc0.166%0.000%125,000125,0002022-09-30
Davidson D A & Co0.119%-2.980%104,081-3,1972023-06-30
Forest Hill Capital, LLC0.132%0.000%100,00002023-03-31
Atria Wealth Solutions, Inc.0.131%0.000%99,59002023-03-31
K2 PRINCIPAL FUND LP0.124%0.000%93,75002023-03-31
Diversified Trust Co0.123%0.000%93,10002023-03-31
Swiss National Bank0.106%0.000%79,80079,8002022-12-31
Horrell Capital Management, Inc.0.096%116.863%72,71439,1842023-03-31
UBS Asset Mgmt Americas Inc0.066%44.245%61,85118,9722024-12-31
Shellback Capital, LP0.079%0.000%59,23959,2392022-09-30
Rainey & Randall Investment Management Inc0.066%0.000%50,00050,0002023-03-31
LPL Financial Corp0.064%-1.834%48,700-9102022-12-31
Robinson Value Management, Ltd.0.060%0.000%45,00002022-12-31
Wolverine Asset Management LLC0.012%0.000%9,0749,0742022-09-30
HHM Wealth Advisors, LLC0.005%0.000%3,5003,5002022-09-30
Cutler Group LP0.001%0.000%5725722022-09-30

Mutual Fund Ownership

Longleaf Partners Small-Cap is the biggest individual fund holder of Westrock Coffee Company (WEST), owning a total of 4.8 million shares. Combined, the top 76 mutual fund holders of WEST own 20.65% of the company with a total of 19.1 million shares.

In the latest ownership report on April 30th 2025, the top 76 fund holders increased their combined ownership of WEST by 14 thousand shares. 5 funds bought 13,893 total additional shares and increased their ownership by an average of 1.50%. However 1 funds sold 84 total shares and decreased their ownership by an average of 0.05%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Westrock Coffee Company increased by a net total of 13,809 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF0.885%0.017%837,8291422025-04-30
Vanguard Consumer Staples ETF0.451%0.449%426,8091,9082025-04-30
iShares Russell 2000 Growth ETF0.339%0.000%321,06602025-04-30
Vanguard Russell 2000 ETF0.189%5.861%178,4429,8792025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.181%0.578%170,7889822025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.181%0.578%170,7889822025-04-30
Schwab US Small-Cap ETF™0.180%-0.049%170,535-842025-04-30
State St Russell Sm Cap® Indx SL Cl I0.119%0.000%112,80002025-04-30
Schwab Small Cap Index0.092%0.000%87,34602025-04-30
Sovereign's Capital Flourish Fund0.092%0.000%86,70002025-04-30
Fidelity MSCI Consumer Staples ETF0.068%0.000%64,44402025-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Longleaf Partners Small-Cap5.038%0.000%4,767,74302024-12-31
Fidelity VIP Mid Cap Initial2.223%0.000%2,103,64202025-03-31
Vanguard Total Stock Mkt Idx Inv1.650%2.379%1,561,72636,2862025-03-31
Vanguard US Total Market Shares ETF1.565%0.000%1,474,55502024-09-30
Fidelity® VIP Mid Cap Initial1.542%0.000%1,357,52602023-10-31
VIP Mid Cap Initial1.542%0.000%1,357,52602023-11-30
iShares Russell 2000 ETF0.885%0.017%837,8291422025-04-30
Vanguard Institutional Extnd Mkt Idx Tr0.651%-3.318%615,715-21,1302025-03-31
Fidelity Advisor Mid Cap II I0.471%0.000%446,13402025-03-31
Vanguard Consumer Staples ETF0.451%0.449%426,8091,9082025-04-30
Fidelity Small Cap Index0.366%0.000%345,89002025-02-28
iShares Russell 2000 Growth ETF0.339%0.000%321,06602025-04-30
Fidelity Advisor® Mid Cap II I0.320%0.000%282,03402023-11-30
Fidelity® Small Cap Index0.306%3.231%268,9628,4182023-10-31
Fidelity Extended Market Index0.210%1.591%199,1203,1182025-03-31
Vanguard Russell 2000 ETF0.189%5.861%178,4429,8792025-04-30
Vanguard Extended Market Index Investor0.231%0.000%175,29202023-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.181%0.578%170,7889822025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.181%0.578%170,7889822025-04-30
Schwab US Small-Cap ETF™0.180%-0.049%170,535-842025-04-30
Fidelity® Extended Market Index0.168%0.000%148,20902023-11-30
JPM Multi-Manager Alt C (acc) USD0.172%0.000%125,40902022-09-30
State St Russell Sm Cap® Indx SL Cl I0.119%0.000%112,80002025-04-30
State St Russell Sm Cap® Indx NL Cl C0.125%4.871%109,8005,1002023-09-30
Schwab Small Cap Index0.092%0.000%87,34602025-04-30
NT R2000 Growth Index Fund - NL0.092%0.000%86,88702024-12-31
Sovereign's Capital Flourish Fund0.092%0.000%86,70002025-04-30
NT R2000 Index Fund - NL0.089%1.464%84,0481,2132025-03-31
Northern Trust Russell 2000 Growth Index0.076%-2.185%71,401-1,5952024-12-31
NT R2000 Growth Index Fund - L0.076%-2.185%71,401-1,5952024-12-31
Fidelity Total Market Index0.073%14.620%69,0788,8112025-03-31
NT R2000 Index Fund - DC - NL - 20.071%-0.644%67,143-4352025-03-31
NT R2000 Index Fund - DC - NL - 30.071%-0.644%67,143-4352025-03-31
BlackRock Extended Mkt Composite0.073%142.335%65,64638,5572023-09-30
Fidelity MSCI Consumer Staples ETF0.068%0.000%64,44402025-04-30
iShares Russell 2000 Small-Cap Idx Instl0.065%0.000%60,97002025-03-31
Russell 2000 Index Non-Lendable Fund E0.068%20.892%60,38210,4352024-06-30
BlackRock Extended Equity Market K0.065%141.766%56,65333,2202023-09-30
Fidelity® MSCI Consumer Staples ETF0.055%5.179%41,6752,0522023-06-30
BlackRock Russell 2500™ Index F0.055%0.000%41,43141,4312023-06-30
Fidelity® Total Market Index0.044%0.000%33,28002023-05-31
Fidelity® NASDAQ Composite Index®0.043%0.000%32,25602023-05-31
BlackRock Russell 2000® Index NL F0.036%0.000%27,35927,3592023-06-30
Fidelity® Series Total Market Index0.029%0.000%21,89002023-05-31
UBS (CH) IF 2 Eqs Glbl Sm Cps Pas II I-X0.026%0.000%19,60019,6002022-11-30
BlackRock Russell 3000® Index F0.024%0.000%17,88717,8872023-06-30
Vanguard Global Small-Cap Idx USD Acc0.020%0.000%15,34902023-05-31
CSIF (CH) III Eq Wrl ex CH SmCp B Pn DB0.015%0.000%11,54102023-03-31
Northern Trust Extended Eq Market Idx0.014%20.811%10,4031,7922023-03-31
NT Ext Equity Mkt Idx Fd - L0.014%20.811%10,4031,7922023-03-31
NT Ext Equity Mkt Idx Fd - NL0.013%0.000%9,89302023-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.011%4.259%8,3733422023-03-31
NT Col US SM Idx Fd - NL0.010%-5.606%7,830-4652023-03-31
NT United States IMI Fund - NL0.010%-5.606%7,830-4652023-03-31
iShares Wld ex Switz SC Eq CH X0 N CHF0.010%0.000%7,50302023-05-31
Spartan Total Market Index Pool E0.010%0.000%7,3347,3342022-12-31
KLP AksjeGlobal Small Cap Indeks S0.010%0.000%7,30002023-01-31
CSIF (CH) Equity Wrld ex CH Sm Cp B DB0.009%0.000%7,00402023-01-31
Schwab US Broad Market ETF™0.009%0.000%6,64102022-12-30
iShares Morningstar Small-Cap Growth ETF0.003%0.000%2,59302022-12-30
BlackRock MSCI ACWI IMI Index F0.002%0.000%1,3971,3972022-12-31
Blackrock Russell 2000 Alpha Tilts Fd A0.001%0.000%1,0091,0092022-09-30
Avantis® U.S. Equity ETF0.001%0.000%87702022-12-30
iShares Morningstar Small-Cap ETF0.001%0.000%66402022-12-30
Nationwide Multi-Cap Portfolio R60.001%0.590%34122022-12-31
Invesco PureBeta MSCI USA Small Cap ETF0.000%0.000%26502022-12-29
SPDR® MSCI USA Small Cap Val Wtd ETF USD0.000%0.000%1321322022-12-31
BlackRock LifePath Dynamic 2040 F0.000%0.000%17172022-09-30
BlackRock LifePath Dynamic 2050 F0.000%0.000%14142022-09-30
BlackRock LifePath Dynamic 2045 F0.000%0.000%13132022-09-30
BlackRock LifePath Dynamic 2030 F0.000%0.000%10102022-09-30
BlackRock LifePath Dynamic 2055 F0.000%0.000%882022-09-30
BlackRock LifePath Dynamic 2035 F0.000%0.000%772022-09-30
BlackRock LifePath Dynamic 2025 T0.000%0.000%222022-09-30
BlackRock LifePath Dynamic 2060 F0.000%0.000%222022-09-30
BlackRock LifePath Dynamic Retirement F0.000%0.000%222022-09-30

Discussions

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AppleBigTech1/17/25 06:30pm

$WEST low volume today isn’t necessarily a bad thing

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a11/29/24 10:21am

$WEST looking ready to breakout soon.

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bulls_only9/19/24 08:10am

$WEST Shorts are calling in all the favors

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