WEST · Westrock Coffee Co · Shareholders & Ownership
Every disclosed holder of WEST in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns WEST
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 47,648,975 | 48.81% |
| Insiders (Forms 3, 4, 5) | 46,401,947 | 47.53% |
| 13D/G-only blocks | 9,761,954 | 10.00% |
| Remaining | 6,185,489 | -6.34% |
| Registered funds (N-PORT, not summed) | 10,777,337 | 11.04% |
Shares outstanding: 97,627,387, the issuer's latest cover-page count restated onto today's split basis.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of WEST
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
FORD SCOTT T
Insider
CIK 1187377 · Oct 21, 2026
Director, CHIEF EXECUTIVE OFFICER, 10% Owner, issuer-wide
|
24,452,165 | ||
| 2 |
HF Capital, LLC
13F
CIK 2063476 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,749,755 | ||
| 3 |
|
12,749,755 | ||
| 3.1 |
HF Direct Investments Pool, LLC
13G
CIK 1873304 · Unknown · Dec 31, 2024
Rule 13d-1(c), passive investor, not summed
|
12,708,089 | ||
| 4 |
Stephens Group, LLC
13F
CIK 1427999 · Unknown · Sep 30, 2026
|
7,347,871 | ||
| 5 |
|
7,091,778 | ||
| 6 |
|
4,627,755 | ||
| 7 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,046,466 | ||
| 7.1 |
VIP Mid Cap Portfolio
Fund
S000007734 · Registered fund · Jun 30, 2026
Variable Insurance Products Fund III, not summed
|
3,241,542 | ||
| 7.2 |
Fidelity Advisor Mid Cap II Fund
Fund
S000017686 · Registered fund · Jun 30, 2026
Fidelity Advisor Series I, not summed
|
795,734 | ||
| 7.3 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
407,104 | ||
| 7.4 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
197,073 | ||
| 7.5 |
Fidelity Nasdaq Composite Index Fund
Fund
S000055366 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
76,365 | ||
| 8 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,774,331 | ||
| 8.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
966,387 | ||
| 8.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
332,351 | ||
| 8.3 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
73,072 | ||
| 8.4 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
16,409 | ||
| 8.5 |
iShares Russell 3000 ETF
Fund
S000004341 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
10,101 | ||
| 9 |
SOUTHEASTERN ASSET MANAGEMENT INC/TN/
13G
CIK 807985 · Registered investment adviser · Jun 30, 2025
Rule 13d-1(b), qualified institution
|
2,670,176 | ||
| 10 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,182,542 | ||
| 11 |
NFC Investments, LLC
13F
CIK 1512858 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,066,711 | ||
| 12 |
|
2,013,908 | ||
| 13 |
BROWN BROTHERS HARRIMAN & CO
13F
CIK 14661 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,876,688 | ||
| 14 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,683,200 | ||
| 15 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,023,780 | ||
| 16 |
AGMAN CAPITAL LLC
13F
CIK 2107832 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
838,846 | ||
| 17 |
|
793,823 | ||
| 17.1 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
14,100 | ||
| 17.2 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
876 | ||
| 17.3 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
441 | ||
| 18 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
647,826 | ||
| 19 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
601,611 | ||
| 20 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
546,450 | ||
| 21 |
|
489,839 | ||
| 22 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
472,859 | ||
| 23 |
ZAZOVE ASSOCIATES LLC
13F
CIK 1009012 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
450,508 | ||
| 24 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
443,689 | ||
| 25 |
|
440,590 | ||
| 26 |
|
416,134 | ||
| 27 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
407,297 | ||
| 27.1 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
8,703 | ||
| 28 |
VANGUARD CONSUMER STAPLES INDEX FUND
Fund
S000004447 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
401,030 | ||
| 29 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
375,992 | ||
| 30 |
|
368,272 | ||
| 30.1 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
249,855 | ||
| 30.2 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
45,145 | ||
| 30.3 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
35,381 | ||
| 31 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
363,695 | ||
| 32 |
Silverleafe Capital Partners, LLC
13F
CIK 1535611 · Registered investment adviser · Sep 30, 2026
|
355,156 | ||
| 33 |
|
349,009 | ||
| 34 |
ALGERT GLOBAL LLC
13F
CIK 1275218 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
347,241 | ||
| 35 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
316,978 | ||
| 35.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
178,910 | ||
| 35.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
91,145 | ||
| 35.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
25,000 | ||
| 35.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
22,000 | ||
| 36 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
300,280 | ||
| 36.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
19,348 | ||
| 37 |
TUDOR INVESTMENT CORP ET AL
13F
CIK 923093 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
296,402 | ||
| 38 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
286,063 | ||
| 39 |
LEE DANNER & BASS INC
13F
CIK 939219 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
283,000 | ||
| 40 |
BNP PARIBAS ARBITRAGE, SA
13F
CIK 1166588 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
262,343 | ||
| 41 |
Trexquant Investment LP
13F
CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
250,482 | ||
| 42 |
STEPHENS INC /AR/
13F
CIK 757657 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
242,588 | ||
| 43 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
218,376 | ||
| 44 |
|
215,660 | ||
| 45 |
Jupiter Topco LLC
13F
CIK 2146052 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
204,235 | ||
| 45.1 |
Janus Henderson Small Cap Growth Alpha ETF
Fund
S000052563 · Registered fund · Jul 31, 2026
Janus Detroit Street Trust, not summed
|
198,402 | ||
| 46 |
|
202,943 | ||
| 47 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
197,582 | ||
| 47.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
57 | ||
| 48 |
Mariner, LLC
13F
CIK 1373442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
194,193 | ||
| 49 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
189,810 | ||
| 50 |
Point72 Asset Management, L.P.
13F
CIK 1603466 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
186,642 |
13 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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