Westrock Coffee Ownership | Who Owns Westrock Coffee?
Westrock Coffee Ownership Summary
Westrock Coffee is owned by 49.04% institutional investors, 54.26% insiders. Stephens group is the largest institutional shareholder, holding 7.53% of WEST shares. Fidelity VIP Mid Cap Initial is the top mutual fund, with 2.78% 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 | 33.50% | 17.42% | 49.08% |
| Industry | Packaged Foods Stocks | 36.42% | 21.58% | 42.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Stephens group | 7.35M | 7.53% | $59.59M |
| 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 |
| Silverleafe capital partners | 968.22K | 0.99% | $7.85M |
| 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 | 7.35M | 28.88% | $59.59M |
| Nfc investments | 3.53M | 4.18% | $15.00M |
| Silverleafe capital partners | 968.22K | 2.14% | $7.85M |
| Horrell capital management | 158.51K | 0.59% | $1.29M |
| Sovereign's capital management | 156.20K | 0.49% | $664.01K |
| Zazove associates | 450.51K | 0.30% | $3.65M |
| Principal street partners | 194.35K | 0.15% | $944.53K |
| Arkansas financial group | 127.48K | 0.13% | $1.03M |
| Lee danner & bass | 283.00K | 0.13% | $2.30M |
| Sherbrooke park advisers | 22.55K | 0.05% | $109.59K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Blackrock funding, inc. /de | 2.55M | 0.00% | 96.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Silverleafe capital partners | 968.22K | 2.14% | -3.75M |
| Southeastern asset management inc/tn/ | - | - | -2.67M |
| Stephens group | 7.35M | 28.88% | -762.17K |
| Millennium management | 32.20K | 0.00% | -644.20K |
| Nfc investments | 3.53M | 4.18% | -216.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 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 |
| Graham capital management | 16.32K | 0.00% | 16.32K | $79.33K |
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 |
|---|---|---|---|
| Fidelity VIP Mid Cap Initial | 2.72M | 2.78% | 426.60K |
| Longleaf Partners Small-Cap | 2.61M | 2.75% | -2.16M |
| Vanguard Total Stock Mkt Idx Inv | 1.68M | 1.73% | - |
| Vanguard US Total Market Shares ETF | 1.47M | 1.56% | - |
| iShares Russell 2000 ETF | 972.16K | 1.00% | 5.78K |
| Fidelity Advisor Mid Cap II I | 645.33K | 0.66% | 99.70K |
| Vanguard Institutional Extnd Mkt Idx Tr | 443.53K | 0.45% | 19.91K |
| Vanguard Consumer Staples ETF | 388.75K | 0.40% | -531.00 |
| Fidelity Small Cap Index | 361.00K | 0.37% | 5.77K |
| iShares Russell 2000 Growth ETF | 331.08K | 0.34% | -1.27K |
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
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