Institutional Ownership Westrock Coffee Holdings, LLC (WEST)
This table provides information about the institutional ownership of Westrock Coffee Holdings, LLC (WEST). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
14,258
shares
|
$97,952
0.0% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,761
shares
|
$94,538
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
13,271
shares
|
$91,171
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
13,137
shares
|
$90,251
0.0% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,548
shares
|
$86,204
0.01% of portfolio
|
Q3 2024
Reduced 43.02%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
12,061
shares
|
$82,859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,000
shares
|
$82,440
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
12,000
shares
|
$82,440
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
11,433
shares
|
$78,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
10,789
shares
|
$74,120
0.0% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
10,104
shares
|
$69,414
0.0% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
9,584
shares
|
$65,842
0.0% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
8,584
shares
|
$58,972
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
8,080
shares
|
$55,509
0.01% of portfolio
|
Q1 2025
Added 130.86%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
7,300
shares
|
$50,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
6,640
shares
|
$45,616
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
6,571
shares
|
$45,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
5,890
shares
|
$40,464
0.0% of portfolio
|
Q4 2023
Reduced 41.98%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
4,000
shares
|
$27,480
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,320
shares
|
$22,808
0.0% of portfolio
|
Q2 2024
Added 41.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,184
shares
|
$21,874
0.0% of portfolio
|
Q4 2024
Reduced 68.4%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,611
shares
|
$17,937
0.0% of portfolio
|
Q1 2025
Added 154.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,078
shares
|
$14,275
0.0% of portfolio
|
Q1 2025
Added 47.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,950
shares
|
$13,396
0.0% of portfolio
|
Q1 2025
Reduced 59.38%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,573
shares
|
$10,806
0.0% of portfolio
|
Q1 2025
Added 6.64%
|