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Westrock Coffee Ownership | Who Owns Westrock Coffee?

OverviewRevenueFinancialsChartTranscripts

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

TypeName% Inst% Insiders% Retail
StockWestrock Coffee39.46%54.60%5.94%
SectorConsumer Defensive Stocks 51.35%16.41%32.24%
IndustryPackaged Foods Stocks56.00%16.47%27.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Stephens group8.11M8.57%$39.41M
Silverleafe capital partners4.73M4.99%$22.97M
Southeastern asset management inc/tn/2.67M2.82%$15.30M
Blackrock funding, inc. /de2.42M2.56%$13.86M
Brown brothers harriman1.88M1.98%$10.75M
Zazove associates623.98K0.66%$3.03M
Stephens inc /ar/267.43K0.28%$1.30M
Davenport242.43K0.26%$1.18M
Sovereign's capital management172.71K0.18%$989.63K
Cadence bank162.50K0.17%$931.13K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Stephens group8.11M21.26%$39.41M
Silverleafe capital partners4.73M7.03%$22.97M
Southeastern asset management inc/tn/2.67M0.77%$15.30M
Sovereign's capital management172.71K0.53%$989.63K
Zazove associates623.98K0.27%$3.03M
Horrell capital management116.51K0.27%$667.62K
Robinson value management30.00K0.11%$171.90K
Brown brothers harriman1.88M0.07%$10.75M
Cadence bank162.50K0.06%$931.13K
Arkansas financial group66.13K0.05%$321.37K

Top Buyers

HolderShares% AssetsChange
Inspire investing95.20K0.04%95.20K
Blackrock funding, inc. /de2.42M0.00%90.26K
Arkansas financial group66.13K0.05%66.13K
Raymond james financial151.05K0.00%35.37K
Marshall wace, llp18.17K0.00%18.17K

Top Sellers

HolderShares% AssetsChange
Southeastern asset management inc/tn/2.67M0.77%-2.21M
Zazove associates623.98K0.27%-84.06K
Exoduspoint capital management, lp---75.47K
Forest hill capital---70.00K
Marathon capital management---58.13K

New Positions

HolderShares% AssetsChangeValue
Inspire investing95.20K0.04%95.20K$462.66K
Arkansas financial group66.13K0.05%66.13K$321.37K
Marshall wace, llp18.17K0.00%18.17K$104.09K
Hrt financial lp12.21K0.00%12.21K$69.00K
Magnetar financial11.31K0.00%11.31K$64.82K

Sold Out

HolderChange
Nisa investment advisors-60.00
Coldstream capital management-77.00
Allworth financial lp-95.00
Us bancorp \de\-275.00
Huntington national bank-306.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20251235.13%37,351,650-4.25%392.31%575.56%3110.71%
Mar 31, 2025117-2.50%39,011,9871.62%412.20%54-22.86%2816.67%
Dec 31, 20241225.17%39,080,2172.54%442.38%7222.03%24-22.58%
Sep 30, 20241167.41%38,113,5066.52%432.62%59-3.28%3163.16%
Jun 30, 202410816.13%35,780,2500.15%402.46%6169.44%19-29.63%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Longleaf Partners Small-Cap2.61M2.75%-2.16M
Fidelity VIP Mid Cap Initial2.10M2.22%-
Vanguard Total Stock Mkt Idx Inv1.60M1.69%-35.59K
Vanguard US Total Market Shares ETF1.47M1.56%-
iShares Russell 2000 ETF852.00K0.90%-
Vanguard Consumer Staples ETF427.78K0.45%-1.00
Fidelity Advisor Mid Cap II I426.43K0.45%-
Vanguard Institutional Extnd Mkt Idx Tr379.91K0.40%-159.07K
Fidelity Small Cap Index359.89K0.38%-8.57K
iShares Russell 2000 Growth ETF325.67K0.34%-

Recent Insider Transactions

DateNameRoleActivityValue
Sep 02, 2025FORD JOE T-Buy$26.50K
May 19, 2025FORD JOE T-Buy$186.25K
May 15, 2025FORD JOE T-Buy$186.00K
May 14, 2025FORD JOE T-Buy$522.90K
May 13, 2025FORD JOE T-Buy$73.50K

Insider Transactions Trends

DateBuySell
2025 Q31-
2025 Q24-
2025 Q110-
2024 Q451
2024 Q3318

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 21.26% of its assets in 8.11M Westrock Coffee shares, valued at 39.41M$.

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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