Who owns Westrock Coffee Company (WEST)
Which tracked institutional funds hold WEST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WEST company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WEST is one-sided between 2026-Q1 and 2026-Q2: 50 added or opened and 6 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WEST’s largest tracked holder by dollar value, HF Capital, LLC, sizes it at 34.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 34.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WEST divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 139 tracked filers holding WEST, 91 increased or opened the position and 45 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WEST between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- ALGERT GLOBAL LLC$3M
- TUDOR INVESTMENT CORP ET AL$2M
- Trexquant Investment LP$2M
- Jupiter Topco LLC$2M
- Point72 Asset Management, L.P.$2M
- Walleye Capital LLC$807K
Full exits 5
- NFC Investments, LLC$15M
- CastleKnight Management LP$3M
- Krilogy Financial LLC$866K
- Ethic Inc.$614K
- HRT FINANCIAL LP$575K
Largest adds
- HF Capital, LLC$49M
- Stephens Group, LLC$25M
- FMR LLC$21M
- BlackRock, Inc.$12M
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- BROWN BROTHERS HARRIMAN & CO$7M
Largest trims
- Silverleafe Capital Partners, LLC$12M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HF Capital, LLC | 12,749,755 | $103M | 27.9% | 2026-Q2 |
| Stephens Group, LLC trimmed | 7,347,871 | $60M | 16.1% | 2026-Q2 |
| FMR LLC added | 4,046,466 | $33M | 8.8% | 2026-Q2 |
| BlackRock, Inc. added | 2,774,331 | $22M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,182,542 | $18M | 4.8% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 1,876,688 | $15M | 4.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,023,780 | $8M | 2.2% | 2026-Q2 |
| Silverleafe Capital Partners, LLC trimmed | 968,217 | $8M | 2.1% | 2026-Q2 |
| AGMAN CAPITAL LLC | 838,846 | $7M | 1.8% | 2026-Q2 |
| STATE STREET CORP added | 793,823 | $6M | 1.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 647,826 | $5M | 1.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 601,611 | $5M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 546,450 | $4M | 1.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 472,859 | $4M | 1.0% | 2026-Q2 |
| ZAZOVE ASSOCIATES LLC trimmed | 450,508 | $4M | 1.0% | 2026-Q2 |
| UBS Group AG added | 416,134 | $3M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 407,297 | $3M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 375,992 | $3M | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 368,272 | $3M | 0.8% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 347,241 | $3M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 316,978 | $3M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 300,280 | $2M | 0.7% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 296,402 | $2M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 286,063 | $2M | 0.6% | 2026-Q2 |
| LEE DANNER & BASS INC | 283,000 | $2M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 262,343 | $2M | 0.6% | 2026-Q2 |
| Trexquant Investment LP added | 250,482 | $2M | 0.5% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 242,588 | $2M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 218,376 | $2M | 0.5% | 2026-Q2 |
| Jupiter Topco LLC new | 204,235 | $2M | 0.4% | 2026-Q2 |
| MORGAN STANLEY added | 197,582 | $2M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 194,193 | $2M | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 194,025 | $2M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 186,642 | $2M | 0.4% | 2026-Q2 |
| Horrell Capital Management, Inc. trimmed | 158,514 | $1M | 0.3% | 2026-Q2 |
| Sovereign's Capital Management, LLC trimmed | 154,500 | $1M | 0.3% | 2026-Q2 |
| Piedmont Capital Management, LLC/NC trimmed | 137,488 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 131,111 | $1M | 0.3% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 127,483 | $1M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 121,803 | $988K | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 109,081 | $885K | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 105,722 | $857K | 0.2% | 2026-Q2 |
| Walleye Capital LLC new | 99,515 | $807K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 96,521 | $783K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 96,160 | $780K | 0.2% | 2026-Q2 |
| Inspire Investing, LLC trimmed | 84,680 | $687K | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 83,700 | $679K | 0.2% | 2026-Q2 |
| Jump Financial, LLC new | 83,564 | $678K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 83,069 | $674K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 69,920 | $568K | 0.2% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 64,305 | $522K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 62,934 | $510K | 0.1% | 2026-Q2 |
| GREENWOOD GEARHART LLC | 58,167 | $472K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 57,716 | $464K | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC | 57,614 | $467K | 0.1% | 2026-Q2 |
| Centiva Capital, LP new | 56,776 | $460K | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP | 47,430 | $385K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 46,665 | $378K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 43,820 | $186K | 0.1% | 2026-Q2 |
| Creative Planning added | 43,786 | $355K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 42,451 | $344K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 37,848 | $307K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 35,454 | $288K | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC trimmed | 34,500 | $280K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 34,301 | $278K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 34,078 | $276K | 0.1% | 2026-Q2 |
| Jain Global LLC added | 28,754 | $233K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 27,604 | $224K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 26,939 | $218K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 26,411 | $214K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 24,759 | $201K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 22,852 | $185K | 0.0% | 2026-Q2 |
| Arvest Bank Trust Division | 22,635 | $184K | 0.0% | 2026-Q2 |
| Inscription Capital, LLC trimmed | 22,435 | $182K | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 22,273 | $181K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 21,933 | $178K | 0.0% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. trimmed | 20,648 | $167K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 19,914 | $162K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO new | 18,916 | $153K | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 18,111 | $147K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 17,211 | $140K | 0.0% | 2026-Q2 |
| Red Door Wealth Management, LLC trimmed | 17,000 | $138K | 0.0% | 2026-Q2 |
| Magnetar Financial LLC added | 16,564 | $134K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 15,585 | $128K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers added | 15,478 | $126K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 15,423 | $125K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 15,324 | $114K | 0.0% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 13,335 | $108K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP new | 12,424 | $101K | 0.0% | 2026-Q2 |
| WINTON GROUP Ltd new | 12,300 | $100K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 12,256 | $99K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 12,070 | $98K | 0.0% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 12,061 | $98K | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC | 12,000 | $97K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 11,147 | $90K | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 10,812 | $88K | 0.0% | 2026-Q2 |
| Summit Asset Management, LLC trimmed | 10,750 | $87K | 0.0% | 2026-Q2 |
| Waterloo Capital, L.P. added | 10,729 | $87K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 10,548 | $86K | 0.0% | 2026-Q2 |
| Gotham Asset Management, LLC new | 10,149 | $82K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.