Westrock Coffee Ownership | Who Owns Westrock Coffee?

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Westrock Coffee Ownership Summary

Westrock Coffee is owned by 49.04% institutional investors, 54.26% insiders. Stephens group is the largest institutional shareholder, holding 8.37% 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	49.04%	54.26%	-3.30%
Sector	Consumer Defensive Stocks	33.57%	17.09%	49.33%
Industry	Packaged Foods Stocks	37.22%	19.66%	43.12%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Stephens group	8.11M	8.37%	$34.47M
Silverleafe capital partners	4.72M	4.87%	$20.05M
Nfc investments	3.53M	3.64%	$15.00M
Vanguard group	2.92M	3.06%	$11.89M
Fmr	2.80M	2.89%	$11.89M
Blackrock funding, inc. /de	2.55M	2.64%	$10.85M
Brown brothers harriman	1.88M	1.94%	$7.98M
Geode capital management	976.44K	1.01%	$4.15M
State street	765.50K	0.79%	$3.25M
Castleknight management lp	718.80K	0.74%	$3.05M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Stephens group	8.11M	20.10%	$34.47M
Silverleafe capital partners	4.72M	5.92%	$20.05M
Nfc investments	3.53M	4.18%	$15.00M
Sovereign's capital management	156.20K	0.49%	$664.01K
Horrell capital management	161.30K	0.31%	$685.51K
Zazove associates	623.98K	0.27%	$3.03M
Principal street partners	194.35K	0.15%	$944.53K
Lee danner & bass	283.00K	0.08%	$1.20M
Sherbrooke park advisers	22.55K	0.05%	$109.59K
Castleknight management lp	718.80K	0.05%	$3.05M

Top Buyers

Holder	Shares	% Assets	Change
Lee danner & bass	283.00K	0.08%	283.00K
Vanguard fiduciary trust	268.29K	0.00%	268.29K
Nuveen	256.32K	0.00%	176.39K
Castleknight management lp	718.80K	0.05%	143.80K
Hrt financial lp	135.31K	0.00%	121.83K

Top Sellers

Holder	Shares	% Assets	Change
Southeastern asset management inc/tn/	-	-	-2.67M
Millennium management	32.20K	0.00%	-644.20K
Nfc investments	3.53M	4.18%	-216.21K
Principal street partners	194.35K	0.15%	-194.35K
Cadence bank	-	-	-162.50K

New Positions

Holder	Shares	% Assets	Change	Value
Lee danner & bass	283.00K	0.08%	283.00K	$1.20M
Vanguard fiduciary trust	268.29K	0.00%	268.29K	$1.14M
Alberta investment management	50.00K	0.00%	50.00K	$212.50K
Sherbrooke park advisers	22.55K	0.05%	22.55K	$109.59K
Vanguard global advisers	19.03K	-	19.03K	$80.89K

Sold Out

Holder	Change
Sbi securities	-1.00
Skopos labs	-8.00
Nisa investment advisors	-60.00
Clearstead advisors	-62.00
Coldstream capital management	-77.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	123	-	47,495,720	-1.73%	49	1.92%	54	-	44	-13.73%
Dec 31, 2025	36	-72.31%	17,108,319	-51.91%	17	1.27%	13	-79.69%	16	-56.76%
Sep 30, 2025	47	-61.79%	18,542,440	-50.36%	19	1.26%	18	-69.49%	13	-55.17%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Longleaf Partners Small-Cap	2.61M	2.75%	-2.16M
Fidelity VIP Mid Cap Initial	2.29M	2.35%	-
Vanguard Total Stock Mkt Idx Inv	1.62M	1.66%	-
Vanguard US Total Market Shares ETF	1.47M	1.56%	-
iShares Russell 2000 ETF	841.43K	0.86%	7.10K
Fidelity Advisor Mid Cap II I	464.23K	0.48%	-
Vanguard Institutional Extnd Mkt Idx Tr	423.62K	0.43%	14.40K
Vanguard Consumer Staples ETF	400.01K	0.41%	8.26K
Fidelity Small Cap Index	348.77K	0.36%	3.44K
iShares Russell 2000 Growth ETF	313.87K	0.32%	808.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 01, 2026	FORD JOE T	-	Buy	$24.12K
May 13, 2026	FORD JOE T	-	Buy	$29.54K
May 13, 2026	FORD JOE T	-	Buy	$67.44K
May 14, 2026	FORD JOE T	-	Buy	$127.50K
May 13, 2026	FORD JOE T	-	Buy	$42.15K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	5	-
2026 Q1	2	-
2025 Q4	13	-
2025 Q3	1	-
2025 Q2	4	-

WEST Ownership FAQ

Who Owns Westrock Coffee?

Westrock Coffee shareholders are primarily institutional investors at 49.04%, followed by 54.26% insiders and -3.30% retail investors. The average institutional ownership in Westrock Coffee's industry, Packaged Foods Stocks, is 37.22%, which Westrock Coffee exceeds.

Who owns the most shares of Westrock Coffee?

Westrock Coffee’s largest shareholders are Stephens group (8.11M shares, 8.37%), Silverleafe capital partners (4.72M shares, 4.87%), and Nfc investments (3.53M shares, 3.64%). Together, they hold 16.89% 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 20.10% of its assets in 8.11M Westrock Coffee shares, valued at 34.47M$.

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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