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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,348
shares
|
$9,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,244
shares
|
$8,546
0.0% of portfolio
|
Q1 2025
Added 29.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,169
shares
|
$8,031
0.0% of portfolio
|
Q1 2025
Reduced 61.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$6,870
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
634
shares
|
$4,355
0.0% of portfolio
|
Q2 2025
Added 89.82%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
306
shares
|
$2,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
268
shares
|
$1,841
0.0% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
266
shares
|
$1,827
0.0% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
175
shares
|
$1,202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
150
shares
|
$1,030
0.0% of portfolio
|
Q4 2024
Added 29.31%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
95
shares
|
$652
0.0% of portfolio
|
Q1 2025
Added 111.11%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
77
shares
|
$528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
52
shares
|
$357
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
50
shares
|
$343
0.0% of portfolio
|
Q1 2025
Reduced 92.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40
shares
|
$274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
34
shares
|
$233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
31
shares
|
$212
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19
shares
|
$130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
11
shares
|
$75
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11
shares
|
$75
0.0% of portfolio
|
Q1 2025
Reduced 97.03%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
10
shares
|
$68
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
8
shares
|
$54
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|