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Westrock Coffee (WEST) Institutional Ownership

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$5.90 -0.03 (-0.51%)
As of 04/14/2025 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)
58
Total
Institutional Inflows
(last 12 months)
$43.91M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$6.49M
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WEST Institutional Buying and Selling by Quarter

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Westrock Coffee Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025Principal 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%
2/17/2025Vident Advisory LLC40,458$260K0.0%-40.9%0.043%
2/17/2025Sovereign s Capital Management LLC72,410$465K0.3%N/A0.077%
2/17/2025Millennium Management LLC589,450$3.78M0.0%+198.9%0.626%
2/17/2025Deutsche Bank AG42,294$272K0.0%+88.3%0.045%
2/17/2025Cresset Asset Management LLC55,000$353K0.0%N/A0.058%
2/17/2025Bank of America Corp DE76,401$490K0.0%+76.9%0.081%
2/17/2025BNP Paribas Financial Markets5,771$37K0.0%N/A0.006%
2/14/2025Northern Trust Corp300,712$1.93M0.0%+2.3%0.319%
2/14/2025Price T Rowe Associates Inc. MD13,418$87K0.0%+23.9%0.014%
2/14/2025MetLife Investment Management LLC25,924$166K0.0%+36.0%0.028%
2/14/2025Cadence Bank162,500$1.04M0.1%-35.0%0.173%
2/14/2025Arvest Bank Trust Division22,635$145K0.0%+28.4%0.024%
2/13/2025Mariner LLC127,620$819K0.0%+109.7%0.135%
2/13/2025Barclays PLC61,159$392K0.0%+6.6%0.065%
2/13/2025Townsquare Capital LLC16,133$104K0.0%+46.6%0.017%
2/13/2025Zazove Associates LLC873,079$5.61M0.5%-1.4%0.927%
2/13/2025Raymond James Financial Inc.130,816$840K0.0%N/A0.139%
2/13/2025Legal & General Group Plc28,062$180K0.0%-6.1%0.030%
2/13/2025Envestnet Asset Management Inc.14,750$95K0.0%N/A0.016%
2/13/2025Wells Fargo & Company MN16,332$105K0.0%+47.6%0.017%
2/12/2025ExodusPoint Capital Management LP75,467$484K0.0%+562.7%0.080%
2/12/2025Geode Capital Management LLC841,226$5.40M0.0%+4.3%0.893%
2/11/2025Horrell Capital Management Inc.115,665$743K0.2%+31.5%0.123%
2/11/2025Vanguard Group Inc.2,812,993$18.06M0.0%+7.7%2.987%
2/11/2025KLP Kapitalforvaltning AS7,300$47K0.0%N/A0.008%
2/11/2025American Century Companies Inc.49,214$316K0.0%-3.1%0.052%
2/11/2025Virtu Financial LLC13,005$83K0.0%N/A0.014%
2/10/2025NFC Investments LLC4,047,562$25.99M7.2%+0.1%4.297%
2/7/2025HighTower Advisors LLC213,837$1.37M0.0%-0.9%0.227%
2/7/2025AlphaQuest LLC18,803$121K0.0%-69.0%0.020%
2/7/2025Naviter Wealth LLC23,180$149K0.0%N/A0.025%
2/6/2025Raymond James Financial Inc.130,816$840K0.0%N/A0.139%
2/6/2025Charles Schwab Investment Management Inc.284,653$1.83M0.0%+0.7%0.302%
2/4/2025Bank of New York Mellon Corp70,731$454K0.0%-4.0%0.075%
2/3/2025First Horizon Advisors Inc.15,000$96K0.0%N/A0.016%
1/30/2025Legacy Capital Wealth Partners LLC26,165$168K0.0%-28.2%0.028%
1/30/2025Blue Trust Inc.7,636$49K0.0%-31.4%0.008%
1/29/2025Savant Capital LLC20,489$132K0.0%N/A0.022%
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1/28/2025Stephens Inc. AR236,364$1.52M0.0%+54.8%0.251%
1/24/2025DAVENPORT & Co LLC238,675$1.53M0.0%+15.7%0.253%
1/22/2025Blue Trust Inc.18,107$118K0.0%+62.7%0.019%
1/7/2025Diversified Trust Co63,097$405K0.0%-47.2%0.067%
12/13/2024B. Riley Wealth Advisors Inc.24,578$159K0.0%+26.8%0.026%
11/25/2024Arvest Bank Trust Division17,635$115K0.0%N/A0.019%
11/19/2024Barclays PLC57,357$373K0.0%+363.9%0.061%
11/16/2024Geode Capital Management LLC806,325$5.24M0.0%+5.7%0.912%
11/15/2024Barclays PLC57,357$373K0.0%+363.9%0.065%
11/15/2024Orion Portfolio Solutions LLC11,477$75K0.0%-65.0%0.013%
11/15/2024Jane Street Group LLC15,251$99K0.0%-68.0%0.017%
11/15/2024State Street Corp649,553$4.22M0.0%+2.0%0.735%
11/15/2024Repertoire Partners LP100,000$650K0.7%N/A0.113%
11/15/2024NFC Investments LLC4,044,207$26.29M7.6%+17.0%4.576%
11/15/2024Atom Investors LP10,794$70K0.0%N/A0.012%
11/14/2024Verition 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%
11/13/2024Townsquare Capital LLC11,002$72K0.0%-32.4%0.012%
11/13/2024Principal Street Partners LLC391,680$2.55M0.4%+100.0%0.443%
11/13/2024FMR LLC1,795,867$11.67M0.0%-0.2%2.032%
11/12/2024Charles 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%
11/7/2024Quest Partners LLC60,663$394K0.0%+32,869.0%0.069%
11/6/2024Paragon Advisors LLC42,852$279K0.1%-29.6%0.048%
11/6/2024Summit Asset Management LLC13,271$86K0.0%N/A0.015%
11/4/2024Legacy Capital Wealth Partners LLC36,454$237K0.0%+25.6%0.041%
10/28/2024Stephens Inc. AR152,717$993K0.0%+1.7%0.173%
10/21/2024Gilliland Jeter Wealth Management LLC4,547$30K0.0%+81.9%0.005%
10/18/2024Blue Trust Inc.11,126$72K0.0%+637.3%0.013%
10/11/2024Patriot Investment Management Group Inc.12,061$78K0.0%N/A0.014%
10/7/2024Diversified Trust Co119,406$776K0.0%+6.0%0.135%
10/3/2024 Stephens Group LLC8,110,043$52.72M28.0%-0.4%9.177%
8/15/2024The Manufacturers Life Insurance Company15,050$154K0.0%+15.9%0.017%
8/15/2024Marathon Capital Management58,725$601K0.2%-1.8%0.067%
8/14/2024Marshall Wace LLP43,280$443K0.0%N/A0.049%
8/14/2024EverSource Wealth Advisors LLC3,520$35K0.0%+69.6%0.004%
8/14/2024ProShare Advisors LLC3,804$39K0.0%N/A0.004%
8/9/2024Brown Brothers Harriman & Co.1,876,688$19.20M0.1%N/A2.132%
8/8/2024American Century Companies Inc.46,615$477K0.0%+76.0%0.053%
8/2/2024Legacy Capital Wealth Partners LLC29,032$297K0.1%N/A0.033%
8/2/2024Wolverine Asset Management LLC4,100$42K0.0%+79.8%0.005%
8/1/2024 Rhumbline Advisers40,517$414K0.0%+25.9%0.046%
7/26/2024Bank of New York Mellon Corp97,210$994K0.0%+32.1%0.110%
7/24/2024Silverleafe Capital Partners LLC3,959,597$40.51M14.2%-2.3%4.498%
7/24/2024Catalina Capital Group LLC11,419$117K0.0%N/A0.013%
7/19/2024Raymond James & Associates269,174$2.75M0.0%+2.1%0.306%
7/17/2024 Stephens Group LLC8,144,458$83.32M37.0%-1.8%9.252%
7/10/2024Simplicity Wealth LLC22,441$230K0.0%N/A0.025%
5/20/2024Virtu Financial LLC11,321$117K0.0%N/A0.013%
5/16/2024California State Teachers Retirement System30,529$315K0.0%-4.8%0.035%
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5/16/2024B. Riley Wealth Advisors Inc.19,240$199K0.0%-4.9%0.022%
5/15/2024Gamco Investors INC. ET AL256,650$2.65M0.0%+5.3%0.292%
5/11/2024NFC Investments LLC3,449,347$35.63M10.2%-0.6%3.918%
5/10/2024Vanguard Group Inc.2,538,327$26.22M0.0%+23.2%2.883%
4/29/2024Paragon Advisors LLC120,866$1.25M0.5%-10.2%0.137%
4/25/2024Horrell Capital Management Inc.86,571$894K0.2%+2.5%0.098%
4/18/2024Hexagon Capital Partners LLC4,000$41K0.0%N/A0.005%
2/13/2024Stephens Inc. AR138,532$1.41M0.0%+197.7%0.157%
2/13/2024Tower Research Capital LLC TRC9,397$96K0.0%+807.0%0.011%
2/9/2024D.A. Davidson & CO.96,002$980K0.0%-5.2%0.109%
(Data available from 1/1/2016 forward)

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WEST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEST shares?

During the previous two years, 87 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 ($40.51M), NFC Investments LLC ($25.99M), Brown Brothers Harriman & Co. ($19.20M), Vanguard Group Inc. ($18.06M), FMR LLC ($11.67M), and Zazove Associates LLC ($5.61M).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 72 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. ($678.03K), 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 13,987,863 shares in the last 24 months. This purchase volume represents approximately $124.39M in transactions.

Which Westrock Coffee major shareholders have been selling company stock?

Of the 33 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 ($175.90K), Cadence Bank ($87.50K), Paragon Advisors LLC ($63.73K), Diversified Trust Co ($56.31K), and AlphaQuest LLC ($41.86K).

How much institutional selling is happening at Westrock Coffee?

Institutional investors have sold a total of 1,461,341 shares in the last 24 months. This volume of shares sold represents approximately $12.58M in transactions.



This page (NASDAQ:WEST) was last updated on 4/15/2025 by MarketBeat.com Staff
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