Westrock Coffee Ownership | Who Owns Westrock Coffee?

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Westrock Coffee Ownership Summary

Westrock Coffee is owned by 39.46% institutional investors, 54.60% insiders, and 5.94% retail investors. Stephens group is the largest institutional shareholder, holding 8.57% of WEST shares. Longleaf Partners Small-Cap is the top mutual fund, with 2.75% of its assets in Westrock Coffee shares.

WEST Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Westrock Coffee	39.46%	54.60%	5.94%
Sector	Consumer Defensive Stocks	51.48%	16.38%	32.14%
Industry	Packaged Foods Stocks	56.00%	16.47%	27.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Stephens group	8.11M	8.57%	$46.47M
Silverleafe capital partners	4.73M	4.99%	$27.07M
Southeastern asset management inc/tn/	2.67M	2.82%	$15.30M
Blackrock funding, inc. /de	2.42M	2.56%	$13.86M
Brown brothers harriman	1.88M	1.98%	$10.75M
Zazove associates	708.03K	0.75%	$4.06M
Davenport	263.93K	0.28%	$1.51M
Stephens inc /ar/	262.43K	0.28%	$1.50M
Sovereign's capital management	172.71K	0.18%	$989.63K
Cadence bank	162.50K	0.17%	$931.13K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Stephens group	8.11M	25.59%	$46.47M
Silverleafe capital partners	4.73M	9.43%	$27.07M
Southeastern asset management inc/tn/	2.67M	0.77%	$15.30M
Sovereign's capital management	172.71K	0.53%	$989.63K
Zazove associates	708.03K	0.31%	$4.06M
Horrell capital management	116.51K	0.27%	$667.62K
Robinson value management	30.00K	0.11%	$171.90K
Brown brothers harriman	1.88M	0.07%	$10.75M
Cadence bank	162.50K	0.06%	$931.13K
Legacy capital wealth partners	36.13K	0.05%	$207.01K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	2.42M	0.00%	90.26K
Los angeles capital management	42.45K	0.00%	42.45K
Raymond james financial	151.05K	0.00%	35.37K
Davenport	263.93K	0.01%	19.45K
Marshall wace, llp	18.17K	0.00%	18.17K

Top Sellers

Holder	Shares	% Assets	Change
Southeastern asset management inc/tn/	2.67M	0.77%	-2.21M
Exoduspoint capital management, lp	-	-	-75.47K
Forest hill capital	-	-	-70.00K
Zazove associates	708.03K	0.31%	-63.47K
Marathon capital management	-	-	-58.13K

New Positions

Holder	Shares	% Assets	Change	Value
Los angeles capital management	42.45K	0.00%	42.45K	$243.27K
Marshall wace, llp	18.17K	0.00%	18.17K	$104.09K
Hrt financial lp	12.21K	0.00%	12.21K	$69.00K
Magnetar financial	11.31K	0.00%	11.31K	$64.82K
Aquatic capital management	5.55K	0.00%	5.55K	$31.82K

Sold Out

Holder	Change
Coldstream capital management	-77.00
Allworth financial lp	-95.00
Us bancorp \de\	-275.00
Huntington national bank	-306.00
Quadrant capital group	-2.05K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	123	5.13%	37,351,650	-4.25%	39	2.31%	57	5.56%	31	10.71%
Mar 31, 2025	117	-2.50%	39,011,987	1.62%	41	2.20%	54	-22.86%	28	16.67%
Dec 31, 2024	122	5.17%	39,080,217	2.54%	44	2.38%	72	22.03%	24	-22.58%
Sep 30, 2024	116	7.41%	38,113,506	6.52%	43	2.62%	59	-3.28%	31	63.16%
Jun 30, 2024	108	16.13%	35,780,250	0.15%	40	2.46%	61	69.44%	19	-29.63%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Longleaf Partners Small-Cap	2.61M	2.75%	-2.16M
Fidelity VIP Mid Cap Initial	2.10M	2.22%	-
Vanguard Total Stock Mkt Idx Inv	1.60M	1.69%	-35.59K
Vanguard US Total Market Shares ETF	1.47M	1.56%	-
iShares Russell 2000 ETF	833.73K	0.88%	-15.86K
Vanguard Consumer Staples ETF	427.78K	0.45%	-1.00
Fidelity Advisor Mid Cap II I	426.43K	0.45%	-
Vanguard Institutional Extnd Mkt Idx Tr	379.91K	0.40%	-159.07K
Fidelity Small Cap Index	368.45K	0.39%	-1.63K
iShares Russell 2000 Growth ETF	325.67K	0.34%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 02, 2025	FORD JOE T	-	Buy	$26.50K
May 19, 2025	FORD JOE T	-	Buy	$186.25K
May 15, 2025	FORD JOE T	-	Buy	$186.00K
May 14, 2025	FORD JOE T	-	Buy	$522.90K
May 13, 2025	FORD JOE T	-	Buy	$73.50K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	1	-
2025 Q2	4	-
2025 Q1	10	-
2024 Q4	5	1
2024 Q3	3	18

WEST Ownership FAQ

Who Owns Westrock Coffee?

Westrock Coffee shareholders are primarily institutional investors at 39.46%, followed by 54.60% insiders and 5.94% retail investors. The average institutional ownership in Westrock Coffee's industry, Packaged Foods Stocks, is 56.00%, which Westrock Coffee falls below.

Who owns the most shares of Westrock Coffee?

Westrock Coffee’s largest shareholders are Stephens group (8.11M shares, 8.57%), Silverleafe capital partners (4.73M shares, 4.99%), and Southeastern asset management inc/tn/ (2.67M shares, 2.82%). Together, they hold 16.38% of Westrock Coffee’s total shares outstanding.

Does Blackrock own Westrock Coffee?

BlackRock is not among the top 10 institutional shareholders of Westrock Coffee.

Who is Westrock Coffee’s biggest shareholder by percentage of total assets invested?

Stephens group is Westrock Coffee’s biggest shareholder by percentage of total assets invested, with 25.59% of its assets in 8.11M Westrock Coffee shares, valued at 46.47M$.

Who is the top mutual fund holder of Westrock Coffee shares?

Longleaf Partners Small-Cap is the top mutual fund holder of Westrock Coffee shares, with 2.75% of its total shares outstanding invested in 2.61M Westrock Coffee shares.

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