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-Q1 13F filings (latest filed 2026-05-18). 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
20 tracked funds added or opened WEST while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 22.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 22.7pp 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 2025-Q4 and 2026-Q1, across 129 tracked filers holding WEST, 59 increased or opened the position and 60 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 2025-Q4 and 2026-Q1 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 5
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- LEE DANNER & BASS INC$1M
- VANGUARD FIDUCIARY TRUST CO$1M
- Ethic Inc.$614K
Full exits 3
- VANGUARD GROUP INC$12M
- ZAZOVE ASSOCIATES LLC$2M
- Trexquant Investment LP$532K
Largest adds
- HF Capital, LLC$2M
- Stephens Group, LLC$1M
- BlackRock, Inc.$852K
- Silverleafe Capital Partners, LLC$809K
- Nuveen, LLC$764K
- CastleKnight Management LP$715K
Largest trims
- MILLENNIUM MANAGEMENT LLC$3M
- JANE STREET GROUP, LLC$553K
- MARSHALL WACE, LLP$512K
- Quantinno Capital Management LP$276K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HF Capital, LLC | 12,749,755 | $54M | 18.8% | 2026-Q1 |
| Stephens Group, LLC | 8,110,043 | $34M | 11.9% | 2026-Q1 |
| FMR LLC added | 4,046,466 | $33M | 11.4% | 2026-Q2 |
| BlackRock, Inc. added | 2,774,331 | $22M | 7.8% | 2026-Q2 |
| Silverleafe Capital Partners, LLC trimmed | 4,716,705 | $20M | 6.9% | 2026-Q1 |
| NFC Investments, LLC trimmed | 3,529,748 | $15M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,094,328 | $9M | 3.1% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | 1,876,688 | $8M | 2.8% | 2026-Q1 |
| STATE STREET CORP added | 793,823 | $6M | 2.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 601,611 | $5M | 1.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 976,439 | $4M | 1.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 472,859 | $4M | 1.3% | 2026-Q2 |
| AGMAN CAPITAL LLC added | 838,846 | $4M | 1.2% | 2026-Q1 |
| CastleKnight Management LP added | 718,800 | $3M | 1.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 608,838 | $3M | 0.9% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL new | 296,402 | $2M | 0.8% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 186,642 | $2M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 308,780 | $1M | 0.5% | 2026-Q1 |
| LEE DANNER & BASS INC new | 283,000 | $1M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 276,876 | $1M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 268,287 | $1M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 256,316 | $1M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 256,093 | $1M | 0.4% | 2026-Q1 |
| STEPHENS INC /AR/ added | 248,328 | $1M | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 220,900 | $939K | 0.3% | 2026-Q1 |
| Krilogy Financial LLC added | 166,237 | $866K | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 105,722 | $857K | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 96,521 | $783K | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 96,160 | $780K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 183,048 | $778K | 0.3% | 2026-Q1 |
| Horrell Capital Management, Inc. trimmed | 161,297 | $686K | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 83,700 | $679K | 0.2% | 2026-Q2 |
| Sovereign's Capital Management, LLC trimmed | 156,201 | $664K | 0.2% | 2026-Q1 |
| Piedmont Capital Management, LLC/NC trimmed | 151,354 | $643K | 0.2% | 2026-Q1 |
| Ethic Inc. new | 15,397 | $614K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 135,308 | $575K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 69,920 | $568K | 0.2% | 2026-Q2 |
| Inspire Investing, LLC added | 125,038 | $531K | 0.2% | 2026-Q1 |
| UBS Group AG added | 116,025 | $493K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 90,721 | $386K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 85,212 | $362K | 0.1% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. | 66,126 | $331K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 76,437 | $325K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 69,801 | $297K | 0.1% | 2026-Q1 |
| Diversified Trust Co | 62,934 | $267K | 0.1% | 2026-Q1 |
| Private Capital Management, LLC | 60,000 | $255K | 0.1% | 2026-Q1 |
| GREENWOOD GEARHART LLC trimmed | 58,167 | $247K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 57,614 | $245K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 54,976 | $234K | 0.1% | 2026-Q1 |
| Alberta Investment Management Corp new | 50,000 | $212K | 0.1% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 47,430 | $202K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 24,759 | $201K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 46,705 | $198K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 42,413 | $180K | 0.1% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 36,540 | $155K | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 18,111 | $147K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 33,512 | $142K | 0.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 34,420 | $140K | 0.0% | 2026-Q1 |
| Magnetar Financial LLC added | 16,564 | $134K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 30,939 | $131K | 0.0% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 29,811 | $123K | 0.0% | 2026-Q1 |
| Red Door Wealth Management, LLC added | 28,000 | $119K | 0.0% | 2026-Q1 |
| Creative Planning added | 26,161 | $111K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 24,755 | $105K | 0.0% | 2026-Q1 |
| Inscription Capital, LLC trimmed | 23,999 | $102K | 0.0% | 2026-Q1 |
| Aquatic Capital Management LLC added | 23,597 | $100K | 0.0% | 2026-Q1 |
| LATHROP INVESTMENT MANAGEMENT CO | 23,615 | $100K | 0.0% | 2026-Q1 |
| Arvest Bank Trust Division | 22,635 | $96K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 19,400 | $82K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 19,033 | $81K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 18,571 | $79K | 0.0% | 2026-Q1 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ trimmed | 2,670,176 | $15M | 5.3% | 2025-Q2 stale |
| VANGUARD GROUP INC trimmed | 2,921,059 | $12M | 4.1% | 2025-Q4 stale |
| ZAZOVE ASSOCIATES LLC trimmed | 593,726 | $2M | 0.8% | 2025-Q4 stale |
| Calydon Capital trimmed | 194,347 | $945K | 0.3% | 2025-Q3 stale |
| Cadence Bank | 162,500 | $790K | 0.3% | 2025-Q3 stale |
| Trexquant Investment LP trimmed | 130,623 | $532K | 0.2% | 2025-Q4 stale |
| Forest Hill Capital, LLC | 70,000 | $505K | 0.2% | 2025-Q1 stale |
| Swiss National Bank | 73,000 | $355K | 0.1% | 2025-Q3 stale |
| Cresset Asset Management, LLC trimmed | 50,000 | $286K | 0.1% | 2025-Q2 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 55,894 | $272K | 0.1% | 2025-Q3 stale |
| AMERICAN CENTURY COMPANIES INC trimmed | 36,844 | $266K | 0.1% | 2025-Q1 stale |
| Squarepoint Ops LLC trimmed | 43,537 | $249K | 0.1% | 2025-Q2 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. | 50,875 | $247K | 0.1% | 2025-Q3 stale |
| Naviter Wealth, LLC | 23,180 | $164K | 0.1% | 2025-Q1 stale |
| Robinson Value Management, Ltd. | 30,000 | $146K | 0.1% | 2025-Q3 stale |
| FOX RUN MANAGEMENT, L.L.C. new | 28,783 | $140K | 0.0% | 2025-Q3 stale |
| Corebridge Financial, Inc. added | 17,683 | $128K | 0.0% | 2025-Q1 stale |
| SIGNATUREFD, LLC | 25,000 | $122K | 0.0% | 2025-Q3 stale |
| SHERBROOKE PARK ADVISERS LLC new | 22,550 | $110K | 0.0% | 2025-Q3 stale |
| Byrne Asset Management LLC new | 26,350 | $107K | 0.0% | 2025-Q4 stale |
| AXQ CAPITAL, LP new | 20,923 | $102K | 0.0% | 2025-Q3 stale |
| Engineers Gate Manager LP trimmed | 20,479 | $100K | 0.0% | 2025-Q3 stale |
| Paragon Advisors, LLC | 21,326 | $87K | 0.0% | 2025-Q4 stale |
| First Horizon Advisors, Inc. | 15,000 | $86K | 0.0% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 19,853 | $81K | 0.0% | 2025-Q4 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 18,117 | $80K | 0.0% | 2025-Q4 stale |
| Graham Capital Management, L.P. new | 16,323 | $79K | 0.0% | 2025-Q3 stale |
| AlphaQuest LLC | 18,803 | $77K | 0.0% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC new | 15,691 | $76K | 0.0% | 2025-Q3 stale |
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.