Westrock Coffee Ownership | Who Owns Westrock Coffee?
Westrock Coffee Ownership Summary
Westrock Coffee is owned by 17.90% institutional investors, 54.23% insiders, and 27.87% retail investors. Stephens group is the largest institutional shareholder, holding 8.49% 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 | 17.90% | 54.23% | 27.87% |
| Sector | Consumer Defensive Stocks | 33.19% | 16.40% | 50.41% |
| Industry | Packaged Foods Stocks | 35.26% | 16.53% | 48.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Stephens group | 8.11M | 8.49% | $33.01M |
| Silverleafe capital partners | 4.73M | 4.95% | $19.24M |
| Nfc investments | 3.75M | 3.92% | $15.24M |
| Fmr | 2.91M | 3.07% | $14.14M |
| Vanguard group | 2.92M | 3.06% | $11.89M |
| Blackrock funding, inc. /de | 2.46M | 2.57% | $10.00M |
| Brown brothers harriman | 1.88M | 1.96% | $7.64M |
| Geode capital management | 894.66K | 0.94% | $3.64M |
| State street | 750.68K | 0.79% | $3.65M |
| Zazove associates | 623.98K | 0.66% | $3.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stephens group | 8.11M | 17.80% | $33.01M |
| Silverleafe capital partners | 4.73M | 5.70% | $19.24M |
| Nfc investments | 3.75M | 4.30% | $15.24M |
| Sovereign's capital management | 172.00K | 0.45% | $835.90K |
| Horrell capital management | 163.33K | 0.29% | $664.75K |
| Zazove associates | 623.98K | 0.27% | $3.03M |
| Principal street partners | 194.35K | 0.15% | $944.53K |
| Sherbrooke park advisers | 22.55K | 0.05% | $109.59K |
| Inspire investing | 95.20K | 0.04% | $462.66K |
| Brown brothers harriman | 1.88M | 0.04% | $7.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Castleknight management lp | 396.98K | 0.04% | 396.98K |
| Fmr | 2.91M | 0.00% | 363.54K |
| Trexquant investment lp | 265.85K | 0.01% | 189.62K |
| Goldman sachs group | 176.93K | 0.00% | 115.78K |
| Inspire investing | 95.20K | 0.04% | 95.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Southeastern asset management inc/tn/ | - | - | -2.67M |
| Nfc investments | 3.75M | 4.30% | -343.75K |
| Hightower advisors | 19.18K | 0.00% | -194.35K |
| Principal street partners | 194.35K | 0.15% | -194.35K |
| Ubs group | 56.69K | - | -190.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Castleknight management lp | 396.98K | 0.04% | 396.98K | $1.93M |
| Inspire investing | 95.20K | 0.04% | 95.20K | $462.66K |
| Inscription capital | 50.84K | 0.02% | 50.84K | $206.91K |
| Private capital management | 30.00K | 0.01% | 30.00K | $145.80K |
| Modera wealth management | 25.00K | 0.00% | 25.00K | $101.75K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 122 | 5.17% | 39,080,217 | 2.54% | 44 | 2.38% | 72 | 22.03% | 24 | -22.58% |
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 | 2.36% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.62M | 1.68% | 22.79K |
| Vanguard US Total Market Shares ETF | 1.47M | 1.56% | - |
| iShares Russell 2000 ETF | 854.72K | 0.88% | 854.72K |
| Fidelity Advisor Mid Cap II I | 464.23K | 0.48% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 379.23K | 0.39% | - |
| Vanguard Consumer Staples ETF | 379.05K | 0.39% | -2.13K |
| Fidelity Small Cap Index | 362.66K | 0.37% | -431.00 |
| iShares Russell 2000 Growth ETF | 316.70K | 0.33% | 72.52K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2025 | FORD SCOTT T | CHIEF EXECUTIVE OFFICER | Buy | $414.00K |
| Nov 24, 2025 | FORD JOE T | - | Buy | $82.40K |
| Nov 20, 2025 | FORD SCOTT T | CHIEF EXECUTIVE OFFICER | Buy | $217.50K |
| Nov 18, 2025 | Kruczek Robert Patrick | - | Buy | $322.32K |
| Nov 19, 2025 | Kruczek Robert Patrick | - | Buy | $199.75K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 13 | - |
| 2025 Q3 | 1 | - |
| 2025 Q2 | 4 | - |
| 2025 Q1 | 10 | - |
| 2024 Q4 | 5 | 1 |
WEST Ownership FAQ
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