Westrock Coffee Ownership | Who Owns Westrock Coffee?
Westrock Coffee Ownership Summary
Westrock Coffee is owned by 49.85% institutional investors, 54.65% 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 3.32% of its assets in Westrock Coffee shares.
WEST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Westrock Coffee | 49.85% | 54.65% | -4.50% |
| Sector | Consumer Defensive Stocks | 52.81% | 17.15% | 30.05% |
| Industry | Packaged Foods Stocks | 58.22% | 18.74% | 23.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Stephens group | 7.35M | 7.53% | $59.59M |
| Fmr | 4.05M | 4.15% | $32.82M |
| Vanguard group | 2.92M | 3.06% | $11.89M |
| Blackrock funding, inc. /de | 2.77M | 2.84% | $22.50M |
| Vanguard capital management | 2.18M | 2.24% | $17.70M |
| Nfc investments | 2.07M | 2.12% | $16.76M |
| Brown brothers harriman | 1.88M | 1.92% | $15.22M |
| Geode capital management | 1.02M | 1.05% | $8.30M |
| Silverleafe capital partners | 968.22K | 0.99% | $7.85M |
| State street | 793.82K | 0.81% | $6.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stephens group | 7.35M | 28.88% | $59.59M |
| Nfc investments | 2.07M | 4.26% | $16.76M |
| Silverleafe capital partners | 968.22K | 2.14% | $7.85M |
| Sovereign's capital management | 154.50K | 0.84% | $1.25M |
| Horrell capital management | 158.51K | 0.59% | $1.29M |
| 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 |
| Brown brothers harriman | 1.88M | 0.07% | $15.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 4.05M | 0.00% | 1.25M |
| Millennium management | 601.61K | 0.00% | 569.41K |
| Jane street group | 546.45K | 0.00% | 527.88K |
| Aqr capital management | 472.86K | 0.00% | 366.96K |
| Algert global | 347.24K | 0.03% | 347.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Silverleafe capital partners | 968.22K | 2.14% | -3.75M |
| Southeastern asset management inc/tn/ | - | - | -2.67M |
| Nfc investments | 2.07M | 4.26% | -1.46M |
| Stephens group | 7.35M | 28.88% | -762.17K |
| Castleknight management lp | - | - | -718.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Algert global | 347.24K | 0.03% | 347.24K | $2.82M |
| Sixth street partners management company | 316.98K | 0.00% | 316.98K | $2.57M |
| Tudor investment corp et al | 296.40K | 0.00% | 296.40K | $2.40M |
| Point72 asset management | 186.64K | 0.00% | 186.64K | $1.51M |
| Walleye capital | 99.52K | 0.00% | 99.52K | $807.07K |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -1.00 |
| Skopos labs | -8.00 |
| Nisa investment advisors | -60.00 |
| Root financial partners | -66.00 |
| Coldstream capital management | -77.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 148 | 15.63% | 48,622,327 | 1.03% | 49 | 2.05% | 97 | 73.21% | 24 | -48.94% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity VIP Mid Cap Initial | 3.24M | 3.32% | 526.50K |
| Longleaf Partners Small-Cap | 2.61M | 2.75% | -2.16M |
| Vanguard Total Stock Mkt Idx Inv | 1.68M | 1.73% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.68M | 1.73% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.68M | 1.72% | - |
| Vanguard US Total Market Shares ETF | 1.47M | 1.56% | - |
| iShares Russell 2000 ETF | 945.39K | 0.97% | -16.80K |
| Fidelity Advisor Mid Cap II I | 795.73K | 0.82% | 150.40K |
| Vanguard Institutional Extnd Mkt Idx Tr | 444.57K | 0.46% | 1.04K |
| Vanguard Consumer Staples ETF | 393.60K | 0.40% | 4.85K |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools