Skip to main content

National Beverage Corp

FIZZ
Exchange
Nasdaq
Industry
Bottled & Canned Soft Drinks & Carbonated Waters
SEC CIK
0000069891

In the last 90 days, National Beverage Corp insiders filed 1 open-market purchase and 0 sales; 259 institutions reported holding it in 13F filings for Q2 2026, worth $768.7M in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in National Beverage Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
230
+12 vs. Q2 2024
Shares held
22.6M
+4.58M (+25.4%) vs. Q2 2024
Total value
$1.06B
+$134.6M (+14.5%) vs. Q2 2024
New holders
34
84 more added
Sold out
22
71 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FIZZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 230 institutions
Q1 2021: 212 institutionsQ2 2021: 216 institutionsQ3 2021: 207 institutionsQ4 2021: 209 institutionsQ1 2022: 190 institutionsQ2 2022: 184 institutionsQ3 2022: 177 institutionsQ4 2022: 203 institutionsQ1 2023: 189 institutionsQ2 2023: 206 institutionsQ3 2023: 208 institutionsQ4 2023: 210 institutionsQ1 2024: 215 institutionsQ2 2024: 220 institutionsQ3 2024: 230 institutionsQ4 2024: 221 institutionsQ1 2025: 238 institutionsQ2 2025: 233 institutionsQ3 2025: 236 institutionsQ4 2025: 231 institutionsQ1 2026: 242 institutionsQ2 2026: 259 institutions
Value heldQ3 2024: $1.06B
Q1 2021: $1.21BQ2 2021: $1.17BQ3 2021: $1.28BQ4 2021: $1.08BQ1 2022: $1.00BQ2 2022: $1.10BQ3 2022: $849.9MQ4 2022: $1.02BQ1 2023: $1.15BQ2 2023: $1.05BQ3 2023: $1.04BQ4 2023: $1.11BQ1 2024: $1.06BQ2 2024: $1.13BQ3 2024: $1.06BQ4 2024: $964.5MQ1 2025: $973.3MQ2 2025: $1.01BQ3 2025: $848.0MQ4 2025: $751.7MQ1 2026: $799.2MQ2 2026: $768.7M
Institutions holding FIZZ and their total value by quarter
QuarterHoldersValue
Q2 2026259$768.7M
Q1 2026242$799.2M
Q4 2025231$751.7M
Q3 2025236$848.0M
Q2 2025233$1.01B
Q1 2025238$973.3M
Q4 2024221$964.5M
Q3 2024230$1.06B
Q2 2024220$1.13B
Q1 2024215$1.06B
Q4 2023210$1.11B
Q3 2023208$1.04B
Q2 2023206$1.05B
Q1 2023189$1.15B
Q4 2022203$1.02B
Q3 2022177$849.9M
Q2 2022184$1.10B
Q1 2022190$1.00B
Q4 2021209$1.08B
Q3 2021207$1.28B
Q2 2021216$1.17B
Q1 2021212$1.21B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding National Beverage Corp; share changes are against Q2 2024.

Institutions holding FIZZ in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.3,605,974$169.3M0.00%+3,605,974New
Renaissance Technologies LLC3,483,411$163.5M0.25%+51,800+1.5%Added
Vanguard Group Inc2,716,690$127.5M0.00%−36,007−1.3%Reduced
Kayne Anderson Rudnick Investment Management LLC2,597,138$121.9M0.27%−85,466−3.2%Reduced
Dimensional Fund Advisors LP1,216,678$57.1M0.01%+71,451+6.2%Added
State Street Corp898,545$42.2M0.00%−935−0.1%Reduced
Geode Capital Management, LLC706,076$33.1M0.00%+28,688+4.2%Added
Natixis Advisors, L.P.373,603$17.5M0.03%−11,794−3.1%Reduced
Morgan Stanley359,584$16.9M0.00%−3,498−1.0%Reduced
Northern Trust Corp266,842$12.5M0.00%+20,673+8.4%Added
Charles Schwab Investment Management Inc264,583$12.4M0.00%−16,479−5.9%Reduced
Qube Research & Technologies Ltd231,779$10.9M0.02%+108,124+87.4%Added
Norges Bank227,754$10.7M0.00%+100,271+78.7%Added
Envestnet Asset Management Inc224,420$10.5M0.00%+3,173+1.4%Added
Wells Fargo & Company223,746$10.5M0.00%−7,775−3.4%Reduced
Millennium Management LLC218,998$10.3M0.01%+162,331+286.5%Added
Citadel Advisors LLC216,444$10.2M0.01%+37,617+21.0%Added
Bank of America Corp204,505$9.60M0.00%+44,577+27.9%Added
Bank of New York Mellon Corp202,535$9.51M0.00%−16,315−7.5%Reduced
RK Asset Management, LLC198,744$9.33M7.17%+739+0.4%Added
Goldman Sachs Group Inc197,042$9.25M0.00%+92,918+89.2%Added
Cerity Partners LLC179,574$8.43M0.02%+2,931+1.7%Added
Verition Fund Management LLC148,892$6.99M0.05%+62,464+72.3%Added
D. E. Shaw & Co., Inc.147,363$6.92M0.01%+121,884+478.4%Added
Denali Advisors LLC147,032$6.90M0.74%+31,932+27.7%Added
Assenagon Asset Management S.A.145,172$6.81M0.01%+66,661+84.9%Added
Invesco Ltd.138,470$6.50M0.00%−36,124−20.7%Reduced
Two Sigma Investments, LP121,393$5.70M0.01%+6,226+5.4%Added
Peapack Gladstone Financial Corp120,000$5.63M0.08%00.0%Unchanged
Principal Financial Group Inc110,838$5.20M0.00%−5,398−4.6%Reduced
Algert Global LLC102,098$4.79M0.13%+41,777+69.3%Added
Stifel Financial Corp90,230$4.24M0.00%+219+0.2%Added
Two Sigma Advisers, LP88,700$4.16M0.01%−15,200−14.6%Reduced
Prudential Financial Inc81,312$3.82M0.01%+41,154+102.5%Added
Rhumbline Advisers80,594$3.78M0.00%−1,283−1.6%Reduced
Cubist Systematic Strategies, LLC73,724$3.46M0.05%+73,724New
Nuveen Asset Management, LLC69,115$3.24M0.00%+1,560+2.3%Added
Legal & General Group Plc60,767$2.85M0.00%−872−1.4%Reduced
First Trust Advisors LP59,556$2.80M0.00%+52,046+693.0%Added
Jane Street Group, LLC56,904$2.67M0.00%+2,925+5.4%Added
Ameriprise Financial Inc56,503$2.65M0.00%−7,443−11.6%Reduced
JPMorgan Chase & Co52,924$2.48M0.00%−12,984−19.7%Reduced
Gamco Investors, Inc. Et Al51,628$2.42M0.02%−650−1.2%Reduced
New York State Common Retirement Fund51,300$2.41M0.00%+5,300+11.5%Added
Connor, Clark & Lunn Investment Management Ltd.50,638$2.38M0.01%+7,373+17.0%Added
Public Sector Pension Investment Board49,686$2.33M0.01%−1,800−3.5%Reduced
ExodusPoint Capital Management, LP49,149$2.31M0.02%+13,619+38.3%Added
Swiss National Bank46,000$2.16M0.00%00.0%Unchanged
Values First Advisors, Inc.44,350$2.08M1.13%+2,112+5.0%Added
Barclays PLC41,810$1.96M0.00%+33,275+389.9%Added
UBS Group AG40,785$1.91M0.00%+4,088+11.1%Added
Squarepoint Ops LLC38,869$1.82M0.01%+3,196+9.0%Added
Exchange Traded Concepts, LLC37,935$1.78M0.04%+7,977+26.6%Added
Tudor Investment Corp Et Al37,342$1.75M0.02%+37,342New
Linden Thomas Advisory Services, LLC36,692$1.72M0.24%+352+1.0%Added
Gabelli Funds LLC35,600$1.67M0.01%+300+0.8%Added
HighTower Advisors, LLC33,709$1.58M0.00%+1,988+6.3%Added
Arrowstreet Capital, Limited Partnership32,678$1.53M0.00%+32,678New
Citigroup Inc32,389$1.52M0.00%+12,834+65.6%Added
Davenport & Co LLC29,296$1.38M0.01%+24+0.1%Added
American Century Companies Inc28,648$1.34M0.00%+2,387+9.1%Added
UBS Asset Management Americas Inc28,031$1.32M0.00%−7,867−21.9%Reduced
Trexquant Investment LP27,916$1.31M0.02%+27,916New
New York State Teachers Retirement System25,713$1.21M0.00%+1,967+8.3%Added
CI Private Wealth, LLC25,414$1.19M0.00%−450−1.7%Reduced
Alliancebernstein L.P.25,130$1.18M0.00%−6,230−19.9%Reduced
Aquatic Capital Management LLC24,400$1.15M0.03%+16,900+225.3%Added
Jennison Associates LLC23,992$1.13M0.00%+23,992New
Great West Life Assurance Co22,374$1.05M0.00%−2,522−10.1%Reduced
California State Teachers Retirement System22,129$1.04M0.00%−898−3.9%Reduced
Teacher Retirement System of Texas21,808$1.02M0.00%+12,419+132.3%Added
Semanteon Capital Management, LP21,741$1.02M0.69%+6,406+41.8%Added
J.W. Cole Advisors, Inc.21,615$1.01M0.04%00.0%Unchanged
Royal Bank of Canada20,202$948.0K0.00%+638+3.3%Added
Thrivent Financial for Lutherans18,372$862.0K0.00%−1,041−5.4%Reduced
Engineers Gate Manager LP18,052$847.4K0.02%+18,052New
Price T Rowe Associates Inc17,677$830.0K0.00%+269+1.5%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC17,564$824.5K0.03%00.0%Unchanged
State of Wisconsin Investment Board16,675$782.7K0.00%+2,892+21.0%Added
Manufacturers Life Insurance Company, The16,265$763.5K0.00%−165−1.0%Reduced
Bridgewater Associates, LP15,678$735.9K0.00%−17,131−52.2%Reduced
BNP Paribas Arbitrage, SA15,598$732.2K0.00%−2,700−14.8%Reduced
Victory Capital Management Inc15,493$727.2K0.00%+811+5.5%Added
Alberta Investment Management Corp15,300$718.2K0.01%+200+1.3%Added
Shelton Capital Management15,251$715.9K0.02%00.0%Unchanged
Deutsche Bank AG14,916$700.2K0.00%−13,611−47.7%Reduced
Walleye Capital LLC14,803$694.9K0.01%−11,979−44.7%Reduced
Corebridge Financial, Inc.13,483$632.9K0.00%−143−1.0%Reduced
Bleakley Financial Group, LLC13,415$629.7K0.02%−243−1.8%Reduced
State of Alaska, Department of Revenue13,351$626.0K0.01%−379−2.8%Reduced
Raymond James & Associates13,252$622.0K0.00%+1,532+13.1%Added
MetLife Investment Management13,177$618.5K0.00%00.0%Unchanged
Versor Investments LP13,100$614.9K0.10%+13,100New
FMR LLC12,907$605.9K0.00%+9,192+247.4%Added
Mirae Asset Global ETFs Holdings Ltd.12,902$605.6K0.00%+1,513+13.3%Added
HRT Financial LP12,550$589.0K0.00%+12,550New
Illinois Municipal Retirement Fund12,253$575.2K0.01%+60+0.5%Added
Russell Investments Group, Ltd.12,231$574.1K0.00%+65+0.5%Added
Voya Investment Management LLC12,005$563.5K0.00%−375−3.0%Reduced
Quantbot Technologies LP11,839$555.7K0.02%+11,839New