Westrock Coffee WEST Institutional Ownership

NASDAQ WEST

$8.04 -0.08 (-0.99%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

148 Institutions

Increased 96 64.9%

Unchanged 27 18.2%

Reduced 25 16.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

49.83%

▲+0.18 pp QoQ

Shares Held by Institutions

48.62Mn

of 97.58Mn outstanding

▲+3.37% QoQ

Shares Outstanding

97.58Mn

48.96Mn held outside 13F filers

Institutional Investors

148

filed 13F for Jun 2026

▲+18 vs prior quarter

Net Shares Added (QoQ)

+1.58Mn

accumulated since last quarter

Value of Holdings

$390.93Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Westrock Coffee Co (NASDAQ:WEST) has 148 institutional investors with active 13F positions as of June 2026.

Collectively, these holders controlled 49.8% of Westrock Coffee's outstanding shares in June 2026, up from 49.6% in March 2026.
Their total shares held in WEST increased 3.37% quarter over quarter, and separately, investors owning Westrock Coffee increased 22.31% from a year ago.
Of these 148 funds, 96 grew their exposure to Westrock Coffee, 25 cut back, and 27 maintained positions.
Altogether, these fund groups held 48.62Mn shares in WEST by June 2026, up by 1.58Mn shares quarter on quarter, and up 11.65Mn shares year over year.
As of June 30, 2026, HF Capital, LLC held the largest stake in Westrock Coffee with 12.75Mn shares, accounting for 13.07% of total shares outstanding.
Leading buyers of Westrock Coffee shares for the quarter ending June 2026 were FMR LLC (1.25Mn), MILLENNIUM MANAGEMENT LLC (569.41K), JANE STREET GROUP, LLC (527.88K), AQR CAPITAL MANAGEMENT LLC (366.96K), ALGERT GLOBAL LLC (347.24K).
The largest sales of WEST for the quarter ending June 2026 came from Silverleafe Capital Partners, LLC (3.75Mn), NFC Investments, LLC (1.46Mn), Stephens Group, LLC (762.17K), ZAZOVE ASSOCIATES LLC (143.22K), Inspire Investing, LLC (40.36K).
Westrock Coffee's 10 largest shareholders as of June 2026 include HF Capital, LLC (12.75Mn), Stephens Group, LLC (7.35Mn), FMR LLC (4.05Mn), BlackRock, Inc. (2.77Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.18Mn), NFC Investments, LLC (2.07Mn), BROWN BROTHERS HARRIMAN & CO (1.88Mn), GEODE CAPITAL MANAGEMENT, LLC (1.02Mn), Silverleafe Capital Partners, LLC (968.22K), AGMAN CAPITAL LLC (838.85K) per Business Quant data.

Form 13F Holdings

148 Institutional Holders

Report period 30 Jun, 2026

Total shares held 48.62Mn

Of outstanding 49.83%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	HF Capital, LLC	0002063476	12,749,755	13.07%	0	0.00%	$103.40Mn
2	Stephens Group, LLC	0001427999	7,347,871	7.53%	▼762,172	-9.40%	$59.59Mn
3	FMR LLC	0000315066	4,046,466	4.15%	▲1,249,328	+44.66%	$32.82Mn
4	BlackRock, Inc.	0002012383	2,774,331	2.84%	▲220,656	+8.64%	$22.50Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,182,542	2.24%	▲88,214	+4.21%	$17.70Mn
6	NFC Investments, LLC	0001512858	2,066,711	2.12%	▼1,463,037	-41.45%	$16.76K
7	BROWN BROTHERS HARRIMAN & CO	0000014661	1,876,688	1.92%	0	0.00%	$15.22Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,023,780	1.05%	▲47,341	+4.85%	$8.30Mn
9	Silverleafe Capital Partners, LLC	0001535611	968,217	0.99%	▼3,748,488	-79.47%	$7.85Mn
10	AGMAN CAPITAL LLC	0002107832	838,846	0.86%	0	0.00%	$6.80Mn
11	State Street Corp	0000093751	793,823	0.81%	▲28,318	+3.70%	$6.44Mn
12	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	647,826	0.66%	▲38,988	+6.40%	$5.25Mn
13	MILLENNIUM MANAGEMENT LLC	0001273087	601,611	0.62%	▲569,412	+1,768.42%	$4.88Mn
14	JANE STREET GROUP, LLC	0001595888	546,450	0.56%	▲527,879	+2,842.49%	$4.43Mn
15	AQR CAPITAL MANAGEMENT LLC	0001167557	472,859	0.48%	▲366,963	+346.53%	$3.83Mn
16	ZAZOVE ASSOCIATES LLC	0001009012	450,508	0.46%	▼143,218	-24.12%	$3.65Mn
17	UBS Group AG	0001610520	416,134	0.43%	▲300,109	+258.66%	$3.37Mn
18	Goldman Sachs Group Inc	0000886982	407,297	0.42%	▲151,204	+59.04%	$3.30Mn
19	Bank Of America Corp /De/	0000070858	375,992	0.39%	▲306,191	+438.66%	$3.05Mn
20	Nuveen, LLC	0001871926	368,272	0.38%	▲111,956	+43.68%	$2.99Mn

Showing 1 to 20 of 148 holders