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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, Q4 2025

Institutional positions in National Beverage Corp as of Dec 31, 2025. 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
231
−4 vs. Q3 2025
Shares held
23.6M
+599.5K (+2.6%) vs. Q3 2025
Total value
$751.7M
−$96.4M (−11.4%) vs. Q3 2025
New holders
33
93 more added
Sold out
37
76 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 holdersQ4 2025: 231 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 heldQ4 2025: $751.7M
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, Q4 2025

Shares, value and share of portfolio for each institution holding National Beverage Corp; share changes are against Q3 2025.

Institutions holding FIZZ in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dunhill Financial, LLC1$170.00%+1New
HFM Investment Advisors, LLC2$640.00%−2−50.0%Reduced
Keating Financial Advisory Services, Inc.2$640.00%+2New
Bay Harbor Wealth Management, LLC4$1270.00%+1+33.3%Added
Abound Wealth Management4$1280.00%00.0%Unchanged
Ankerstar Wealth, LLC4$1280.00%+4New
CIBC Private Wealth Group, LLC5$1590.00%+5New
International Assets Investment Management, LLC5$1590.00%+5New
DiNuzzo Private Wealth, Inc.5$1600.00%−5−50.0%Reduced
Assetmark, Inc12$3830.00%−80−87.0%Reduced
Harbour Investments, Inc.12$3830.00%−7−36.8%Reduced
Rothschild Investment LLC13$4150.00%+3+30.0%Added
Cornerstone Financial Management LLC15$4780.00%+15New
Manchester Capital Management LLC17$5430.00%+17New
Farmers & Merchants Investments Inc18$5740.00%00.0%Unchanged
Private Wealth Management Group, LLC18$5750.00%−50−73.5%Reduced
American Capital Advisory, LLC20$6380.00%00.0%Unchanged
Nisa Investment Advisors, LLC21$6700.00%−515−96.1%Reduced
True Wealth Design, LLC21$6700.00%+20+2,000.0%Added
Fortitude Family Office, LLC29$9250.00%−221−88.4%Reduced
Optima Capital LLC30$9560.00%+30New
GWM Advisors LLC34$1.08K0.00%00.0%Unchanged
SageView Advisory Group, LLC40$1.28K0.00%+40New
Larson Financial Group LLC42$1.34K0.00%−355−89.4%Reduced
Global Retirement Partners, LLC42$1.34K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC51$1.63K0.00%00.0%Unchanged
TD Capital Management LLC52$1.66K0.00%00.0%Unchanged
Sound Income Strategies, LLC50$1.69K0.00%+50New
Root Financial Partners, LLC57$1.82K0.00%−52−47.7%Reduced
Kilter Group LLC58$1.85K0.00%+58New
Avion Wealth68$2.00K0.00%+44+183.3%Added
Concord Wealth Partners69$2.20K0.00%00.0%Unchanged
Brown Brothers Harriman & Co74$2.36K0.00%−992−93.1%Reduced
Entrust Financial LLC89$2.84K0.00%+89New
Anchor Investment Management, LLC90$2.87K0.00%00.0%Unchanged
Farther Finance Advisors, LLC90$2.87K0.00%+48+114.3%Added
Smithfield Trust Co80$3.00K0.00%00.0%Unchanged
Los Angeles Capital Management LLC92$3.09K0.00%+92New
Bare Financial Services, Inc107$3.41K0.00%+107New
Steward Partners Investment Advisory, LLC116$3.70K0.00%+20+20.8%Added
Golden State Wealth Management, LLC136$4.34K0.00%−274−66.8%Reduced
SBI Securities Co., Ltd.142$4.53K0.00%−4−2.7%Reduced
Optiver Holding B.V.146$4.66K0.00%+26+21.7%Added
Sterling Capital Management LLC159$5.07K0.00%+101+174.1%Added
Umb Bank N A187$5.96K0.00%+130+228.1%Added
Bryn Mawr Trust Co198$6.31K0.00%+198New
Salomon & Ludwin, LLC199$6.33K0.00%−157−44.1%Reduced
Smartleaf Asset Management LLC197$6.34K0.00%+10+5.3%Added
Clearstead Advisors, LLC200$6.38K0.00%−138−40.8%Reduced
Costello Asset Management, INC200$6.38K0.00%00.0%Unchanged
Torren Management, LLC212$6.76K0.00%+212New
Massmutual Trust Co FSB215$6.86K0.00%+87+68.0%Added
US Bancorp253$8.07K0.00%−287−53.1%Reduced
EverSource Wealth Advisors, LLC264$8.42K0.00%+69+35.4%Added
SRS Capital Advisors, Inc.283$9.03K0.00%−594−67.7%Reduced
CoreCap Advisors, LLC308$9.82K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.315$10.0K0.00%+60+23.5%Added
Parkside Financial Bank & Trust315$10.0K0.00%+182+136.8%Added
Public Employees Retirement System of Ohio354$11.3K0.00%+19+5.7%Added
UMA Financial Services, Inc.377$12.0K0.00%+61+19.3%Added
MAI Capital Management395$12.6K0.00%+50+14.5%Added
Kohmann Bosshard Financial Services, LLC398$12.7K0.00%+398New
Boreal Capital Management LLC400$12.8K0.01%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC455$14.5K0.00%+150+49.2%Added
Versant Capital Management, Inc456$14.5K0.00%−92−16.8%Reduced
Fifth Third Bancorp459$14.6K0.00%+203+79.3%Added
Tower Research Capital LLC (TRC)529$16.9K0.00%−1,137−68.2%Reduced
Advisor Group Holdings, Inc.563$18.0K0.00%−58−9.3%Reduced
Allworth Financial LP631$20.1K0.00%+240+61.4%Added
Simplex Trading, LLC763$24.3K0.00%+652+587.4%Added
IFP Advisors, Inc830$26.5K0.00%−524−38.7%Reduced
Basecamp Wealth Advisors LLC870$27.7K0.01%+870New
Quest Partners LLC891$28.4K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.900$28.7K0.00%+815+958.8%Added
Pinnacle Wealth Planning Services, Inc.913$29.1K0.00%+913New
Newbridge Financial Services Group, Inc.930$29.7K0.00%00.0%Unchanged
Signaturefd, LLC958$30.6K0.00%+270+39.2%Added
Aster Capital Management (DIFC) Ltd1,111$35.4K0.02%+678+156.6%Added
Farmers & Merchants Trust Co of Chambersburg PA1,132$36.0K0.01%00.0%Unchanged
Jessup Wealth Management, Inc1,190$37.9K0.01%+1,190New
Northwestern Mutual Wealth Management Co1,245$39.7K0.00%00.0%Unchanged
Eukles Asset Management1,289$41.1K0.02%00.0%Unchanged
WealthCollab, LLC1,296$41.3K0.02%+1,081+502.8%Added
Parallel Advisors, LLC1,382$44.1K0.00%+38+2.8%Added
Huntington National Bank1,481$47.2K0.00%+22+1.5%Added
Quadrant Capital Group LLC1,520$48.5K0.00%−147−8.8%Reduced
Hantz Financial Services, Inc.1,547$49.0K0.00%+688+80.1%Added
Kestra Advisory Services, LLC1,979$63.1K0.00%+1,979New
Ameritas Investment Partners, Inc.2,005$63.9K0.00%00.0%Unchanged
CWM, LLC2,217$71.0K0.00%+985+80.0%Added
Pacer Advisors, Inc.2,498$79.7K0.00%−1,631−39.5%Reduced
Jones Financial Companies LLLP2,712$86.5K0.00%−85−3.0%Reduced
GAMMA Investing LLC3,034$96.8K0.00%−1,065−26.0%Reduced
Public Employees Retirement Association of Colorado3,698$118.0K0.00%00.0%Unchanged
Bokf, NA3,709$118.3K0.00%−1,211−24.6%Reduced
The PNC Financial Services Group, Inc.3,738$119.2K0.00%+5+0.1%Added
Covestor Ltd3,979$127.0K0.07%+604+17.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)5,092$162.4K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund5,328$169.9K0.00%+100+1.9%Added
Teachers Retirement System of the State of Kentucky5,871$187.0K0.00%−807−12.1%Reduced