WestRock Co (WRK) Ownership

51.51 ↑0.00 (0.00%)

As of July 5, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of WestRock Co (WRK), owning a total of 31.3 million shares. Combined, the top 40 institutional holders of WRK own 79.73% of the company with a total of 205.7 million shares.

In the latest ownership report on June 30th 2024, the top 40 institutional holders increased their combined ownership of WRK by 11.8 million shares. 11 institutions bought 13,205,173 total additional shares and increased their ownership by an average of 56.33%. However 2 institutions sold 1,375,535 total shares and decreased their ownership by an average of 6.7%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of WestRock Co increased by a net total of 11,829,638 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.135%	0.592%	31,340,492	184,529	2024-06-30
BlackRock Inc	8.242%	-3.945%	21,285,534	-874,170	2024-06-30
Davidson Kempner Capital Management LP	3.557%	16.416%	9,187,866	1,295,601	2024-06-30
Citigroup Inc	2.375%	68.465%	6,133,440	2,492,668	2024-06-30
Arrowstreet Capital Limited Partnership	2.113%	59.016%	5,458,035	2,025,649	2024-06-30
NORGES BANK	1.937%	4.851%	5,001,695	231,399	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.858%	-9.458%	4,799,703	-501,365	2024-06-30
Goldman Sachs Group Inc	1.568%	95.036%	4,049,485	1,973,212	2024-06-30
FMR Inc	1.509%	40.033%	3,898,075	1,114,389	2024-06-30
Soros Fund Management LLC	1.294%	271.439%	3,342,953	2,442,952	2024-06-30
Millennium Management LLC	1.242%	1.669%	3,206,821	52,635	2024-06-30
Pentwater Capital Management LP	1.165%	22.607%	3,010,000	555,000	2024-06-30
Westchester Capital Management LLC	1.148%	0.000%	2,965,356	0	2024-06-30
D. E. Shaw & Co LP	1.144%	39.554%	2,953,608	837,139	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.135%	0.592%	31,340,492	184,529	2024-06-30
BlackRock Inc	8.242%	-3.945%	21,285,534	-874,170	2024-06-30
Greenhaven Associates Inc	4.896%	-5.714%	12,644,411	-766,210	2024-03-31
State Street Corporation	4.344%	-2.212%	11,220,368	-253,763	2024-03-31
Davidson Kempner Capital Management LP	3.557%	16.416%	9,187,866	1,295,601	2024-06-30
T. Rowe Price Associates, Inc.	2.560%	-36.739%	6,612,913	-3,840,481	2023-12-31
Citigroup Inc	2.375%	68.465%	6,133,440	2,492,668	2024-06-30
Geode Capital Management, LLC	2.365%	4.306%	6,107,434	252,152	2024-03-31
Arrowstreet Capital Limited Partnership	2.113%	59.016%	5,458,035	2,025,649	2024-06-30
JPMorgan Chase & Co	1.995%	97.741%	5,152,543	2,546,835	2024-03-31
NORGES BANK	1.937%	4.851%	5,001,695	231,399	2024-06-30
Amvescap Plc.	1.898%	13.687%	4,900,651	589,996	2024-03-31
Nordea Investment Mgmt Bank Demark A/s	1.858%	-9.458%	4,799,703	-501,365	2024-06-30
Impax Asset Management Group PLC	1.619%	-21.088%	4,150,645	-1,109,209	2023-06-30
Goldman Sachs Group Inc	1.568%	95.036%	4,049,485	1,973,212	2024-06-30
FMR Inc	1.509%	40.033%	3,898,075	1,114,389	2024-06-30
Pictet Asset Manangement SA	1.333%	-46.921%	3,441,518	-3,042,273	2023-12-31
Morgan Stanley - Brokerage Accounts	1.313%	31.333%	3,390,666	808,934	2024-03-31
Soros Fund Management LLC	1.294%	271.439%	3,342,953	2,442,952	2024-06-30
Millennium Management LLC	1.242%	1.669%	3,206,821	52,635	2024-06-30
AQR Capital Management LLC	1.215%	-24.766%	3,114,542	-1,025,283	2023-03-31
Massachusetts Financial Services Company	1.199%	-0.677%	3,095,817	-21,112	2024-03-31
Pentwater Capital Management LP	1.165%	22.607%	3,010,000	555,000	2024-06-30
Westchester Capital Management LLC	1.148%	0.000%	2,965,356	0	2024-06-30
D. E. Shaw & Co LP	1.144%	39.554%	2,953,608	837,139	2024-06-30
Segantii Capital Management Ltd	1.126%	75.154%	2,907,561	1,247,561	2023-12-31
Balyasny Asset Management LLC	1.058%	38.419%	2,731,680	758,199	2024-03-31
UBS Group AG	1.054%	71.862%	2,722,087	1,138,209	2024-03-31
Bank of New York Mellon Corp	1.044%	-1.251%	2,681,798	-33,966	2023-09-30
Prudential Financial Inc	1.045%	3.055%	2,677,238	79,371	2023-03-31
Charles Schwab Investment Management Inc	1.032%	1.238%	2,665,176	32,588	2024-03-31
Northern Trust Corp	0.980%	-6.141%	2,531,274	-165,624	2023-12-31
Dimensional Fund Advisors, Inc.	0.933%	-7.274%	2,409,329	-188,990	2024-03-31
Causeway Capital Management LLC	0.824%	-0.252%	2,111,676	-5,339	2023-06-30
Lansdowne Partners Limited Partnership	0.820%	-51.570%	2,086,374	-2,221,619	2022-09-30
Barclays PLC	0.790%	92.836%	2,026,012	975,371	2023-06-30
Ninety One UK Limited	0.795%	51.760%	2,021,337	689,405	2022-06-30
LSV Asset Management	0.767%	-50.401%	1,972,066	-2,003,940	2023-12-31
Apg All Pensions Group	0.726%	17.356%	1,861,017	275,234	2023-06-30
Deutsche Bank AG	0.712%	70.362%	1,825,189	753,828	2023-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of WestRock Co (WRK), owning a total of 8.1 million shares. Combined, the top 53 mutual fund holders of WRK own 45.68% of the company with a total of 117.7 million shares.

In the latest ownership report on June 30th 2024, the top 53 fund holders increased their combined ownership of WRK by 105 thousand shares. 8 funds bought 607,693 total additional shares and increased their ownership by an average of 17.64%. However 10 funds sold 712,271 total shares and decreased their ownership by an average of 5.26%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding WestRock Co decreased by a net total of -104,578 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Nordea 1 - Global Climate & Envir BI EUR	1.559%	-2.715%	4,025,911	-112,346	2024-06-30
Fidelity 500 Index	1.222%	0.876%	3,155,558	27,389	2024-06-30
SPDR® S&P 500® ETF Trust	1.172%	0.965%	3,027,101	28,917	2024-06-30
MFS Mid Cap Value Equity	0.776%	-16.079%	2,002,977	-383,757	2024-06-30
MFS Mid Cap Value A	0.776%	-0.741%	2,002,977	-14,952	2024-06-30
Fidelity Value	0.627%	-2.097%	1,620,400	-34,700	2024-06-30
The Materials Select Sector SPDR® ETF	0.556%	1.081%	1,436,322	15,359	2024-06-30
American Funds Capital Income Bldr A	0.549%	0.000%	1,418,095	0	2024-06-30
State St S&P 500® Indx SL Cl III	0.488%	0.955%	1,259,248	11,912	2024-06-30
JPMorgan Value Advantage L	0.386%	0.000%	996,668	0	2024-06-30
Blackrock Eq Idx Fund CF	0.353%	-0.556%	910,834	-5,091	2024-06-30
Invesco Russell 1000® Dynamic Mltfct ETF	0.325%	0.000%	840,457	0	2024-06-30
CPR Invest Food For Gens I EUR Acc	0.305%	124.609%	788,842	437,635	2024-06-30
CREF Stock R1	0.304%	11.469%	785,772	80,849	2024-06-30
Fidelity Mid Cap Index	0.304%	-0.007%	785,123	-55	2024-06-30
Blackrock Russ 1000 Eq Idx Composite	0.300%	0.027%	773,515	205	2024-06-30
Russell 1000 Index Fund	0.298%	0.000%	769,723	0	2024-06-30
Schwab® S&P 500 Index	0.211%	0.000%	544,209	0	2024-06-30
UniValueFonds: Global A	0.197%	-5.037%	509,010	-27,000	2024-06-30
NT S&P 500 Index Fund - NL	0.197%	-6.512%	508,268	-35,406	2024-06-30
Picton Mahoney Fortified Arbtrg Pl Alt F	0.187%	-11.929%	482,105	-65,300	2024-06-30
Fidelity Total Market Index	0.182%	1.171%	468,751	5,427	2024-06-30
TM Brunel Global Sustainable Eq A Acc	0.175%	-6.925%	452,440	-33,664	2024-06-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.138%	0.262%	8,104,310	21,152	2024-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.077%	1.877%	7,889,227	145,344	2023-03-31
Vanguard Institutional 500 Index Trust	2.554%	0.869%	6,596,227	56,800	2024-05-31
Vanguard Small Cap Index	2.538%	0.237%	6,556,037	15,483	2024-05-31
Vanguard 500 Index Investor	2.405%	0.490%	6,162,485	30,039	2023-08-31
Pictet - Global Envir Opps I USD	1.996%	0.712%	5,129,853	36,270	2023-08-31
Vanguard Small Cap Value Index Inv	1.700%	-0.043%	4,390,136	-1,897	2024-05-31
Nordea 1 - Global Climate & Envir BI EUR	1.559%	-2.715%	4,025,911	-112,346	2024-06-30
Fidelity 500 Index	1.222%	0.876%	3,155,558	27,389	2024-06-30
iShares Select Dividend ETF	1.195%	-0.033%	3,086,657	-1,029	2024-06-28
SPDR® S&P 500 ETF Trust	1.175%	0.706%	3,035,419	21,280	2024-05-30
SPDR® S&P 500® ETF Trust	1.172%	0.965%	3,027,101	28,917	2024-06-30
Fidelity® 500 Index	1.164%	0.640%	2,986,371	19,003	2023-11-30
Vanguard Mid Cap Index Institutional	1.157%	0.135%	2,964,590	3,996	2023-08-31
iShares Core S&P 500 ETF	1.067%	0.511%	2,755,160	14,014	2024-06-28
T. Rowe Price Mid-Cap Value	1.056%	-46.053%	2,712,378	-2,315,430	2023-12-31
T. Rowe Price US Mid-Cap Value Equity	1.056%	-46.053%	2,712,378	-2,315,430	2023-12-31
Impax Leaders Strategy Composite	0.925%	-4.467%	2,371,228	-110,865	2023-07-31
Vanguard Mid-Cap Value ETF	0.886%	-0.551%	2,269,512	-12,566	2023-05-31
The Merger Fund A	0.878%	-1.909%	2,266,344	-44,105	2024-03-31
Vanguard Value Index Inv	0.862%	-2.768%	2,208,087	-62,858	2023-05-31
Invesco S&P 500® Equal Weight ETF	0.840%	0.391%	2,168,114	8,448	2024-06-28
MFS Mid Cap Value Equity	0.776%	-16.079%	2,002,977	-383,757	2024-06-30
MFS Mid Cap Value A	0.776%	-0.741%	2,002,977	-14,952	2024-06-30
BlackRock Systematic Multi-Strat Instl	0.783%	-10.098%	1,991,932	-223,747	2022-11-30
Vanguard Institutional Index I	0.650%	-0.186%	1,677,537	-3,120	2024-05-31
Fidelity Value	0.627%	-2.097%	1,620,400	-34,700	2024-06-30
The Materials Select Sector SPDR® ETF	0.556%	1.081%	1,436,322	15,359	2024-06-30
American Funds Capital Income Bldr A	0.549%	0.000%	1,418,095	0	2024-06-30
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	0.552%	-42.055%	1,417,060	-1,028,444	2023-12-31
Materials Select Sector SPDR® ETF	0.542%	1.074%	1,399,062	14,872	2024-05-30
State St S&P 500® Indx SL Cl III	0.488%	0.955%	1,259,248	11,912	2024-06-30
Invesco S&P 500® Pure Value ETF	0.476%	0.000%	1,220,668	0	2023-10-31
Vanguard High Dividend Yield ETF	0.397%	0.045%	1,025,632	460	2024-05-31
JPMorgan Value Advantage L	0.386%	0.000%	996,668	0	2024-06-30
Blackrock Eq Idx Fund CF	0.353%	-0.556%	910,834	-5,091	2024-06-30
Invesco Russell 1000® Dynamic Mltfct ETF	0.325%	0.000%	840,457	0	2024-06-30
iShares Russell Mid-Cap ETF	0.311%	-6.128%	803,115	-52,426	2024-06-28
CPR Invest Food For Gens I EUR Acc	0.305%	124.609%	788,842	437,635	2024-06-30
CREF Stock R1	0.304%	11.469%	785,772	80,849	2024-06-30
Fidelity Mid Cap Index	0.304%	-0.007%	785,123	-55	2024-06-30
Blackrock Russ 1000 Eq Idx Composite	0.300%	0.027%	773,515	205	2024-06-30
Russell 1000 Index Fund	0.298%	0.000%	769,723	0	2024-06-30
Man GLG Event Driven Alternative IN USD	0.246%	1.986%	635,978	12,383	2024-05-31
Pictet-Global Megatrend Sel I USD	0.232%	0.982%	598,692	5,819	2024-04-30
Schwab® S&P 500 Index	0.211%	0.000%	544,209	0	2024-06-30
Pictet-Timber I USD	0.200%	-5.105%	516,907	-27,806	2024-04-30
UniValueFonds: Global A	0.197%	-5.037%	509,010	-27,000	2024-06-30
NT S&P 500 Index Fund - NL	0.197%	-6.512%	508,268	-35,406	2024-06-30
Picton Mahoney Fortified Arbtrg Pl Alt F	0.187%	-11.929%	482,105	-65,300	2024-06-30
Fidelity Total Market Index	0.182%	1.171%	468,751	5,427	2024-06-30
Virtus Westchester Event-Driven Fd I	0.175%	9.172%	453,082	38,065	2024-03-31
TM Brunel Global Sustainable Eq A Acc	0.175%	-6.925%	452,440	-33,664	2024-06-30