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, Q1 2026
Institutional positions in National Beverage Corp as of Mar 31, 2026. 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
- 242
- +17 vs. Q4 2025
- Shares held
- 23.8M
- +3.43M (+16.9%) vs. Q4 2025
- Total value
- $799.2M
- +$151.1M (+23.3%) vs. Q4 2025
- New holders
- 45
- 97 more added
- Sold out
- 28
- 66 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 259 | $768.7M |
| Q1 2026 | 242 | $799.2M |
| Q4 2025 | 231 | $751.7M |
| Q3 2025 | 236 | $848.0M |
| Q2 2025 | 233 | $1.01B |
| Q1 2025 | 238 | $973.3M |
| Q4 2024 | 221 | $964.5M |
| Q3 2024 | 230 | $1.06B |
| Q2 2024 | 220 | $1.13B |
| Q1 2024 | 215 | $1.06B |
| Q4 2023 | 210 | $1.11B |
| Q3 2023 | 208 | $1.04B |
| Q2 2023 | 206 | $1.05B |
| Q1 2023 | 189 | $1.15B |
| Q4 2022 | 203 | $1.02B |
| Q3 2022 | 177 | $849.9M |
| Q2 2022 | 184 | $1.10B |
| Q1 2022 | 190 | $1.00B |
| Q4 2021 | 209 | $1.08B |
| Q3 2021 | 207 | $1.28B |
| Q2 2021 | 216 | $1.17B |
| Q1 2021 | 212 | $1.21B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding National Beverage Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $34 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $34 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 2 | $67 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $67 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 3 | $101 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $101 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $135 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $135 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $135 | 0.00% | +2+100.0% | Added |
| International Assets Investment Management, LLC | 5 | $169 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $271 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 11 | $370 | 0.00% | +7+175.0% | Added |
| Harbour Investments, Inc. | 12 | $404 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $404 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $404 | 0.00% | +7+140.0% | Added |
| Bell Investment Advisors, Inc | 14 | $472 | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 18 | $606 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 18 | $606 | 0.00% | +18 | New |
| True Wealth Design, LLC | 21 | $707 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $808 | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 25 | $873 | 0.00% | +25 | New |
| Optiver Holding B.V. | 28 | $942 | 0.00% | −118−80.8% | Reduced |
| GWM Advisors LLC | 34 | $1.14K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $1.14K | 0.00% | +34 | New |
| Rialto Wealth Management, LLC | 35 | $1.18K | 0.00% | +35 | New |
| Essential Partners LLC | 36 | $1.21K | 0.00% | +36 | New |
| Keating Financial Advisory Services, Inc. | 39 | $1.31K | 0.00% | +37+1,850.0% | Added |
| Golden State Wealth Management, LLC | 42 | $1.41K | 0.00% | −94−69.1% | Reduced |
| Kilter Group LLC | 50 | $1.68K | 0.00% | −8−13.8% | Reduced |
| MPWM Advisory Solutions, LLC | 51 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 52 | $1.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $1.78K | 0.00% | +24+82.8% | Added |
| Sound Income Strategies, LLC | 57 | $1.93K | 0.00% | +7+14.0% | Added |
| Rothschild Investment LLC | 60 | $2.02K | 0.00% | +47+361.5% | Added |
| Quarry LP | 60 | $2.02K | 0.00% | +60 | New |
| Brown Brothers Harriman & Co | 74 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 81 | $2.73K | 0.00% | −26−24.3% | Reduced |
| Entrust Financial LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 98 | $3.00K | 0.00% | +30+44.1% | Added |
| Anchor Investment Management, LLC | 90 | $3.03K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 92 | $3.10K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 96 | $3.23K | 0.00% | −20−17.2% | Reduced |
| Simplex Trading, LLC | 105 | $3.53K | 0.00% | −658−86.2% | Reduced |
| Bessemer Group Inc | 117 | $4.00K | 0.00% | +117 | New |
| Smartleaf Asset Management LLC | 126 | $4.26K | 0.00% | −71−36.0% | Reduced |
| Private Wealth Management Group, LLC | 133 | $4.48K | 0.00% | +115+638.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 138 | $4.64K | 0.00% | +138 | New |
| SBI Securities Co., Ltd. | 142 | $4.78K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 156 | $5.25K | 0.00% | −3−1.9% | Reduced |
| Larson Financial Group LLC | 163 | $5.49K | 0.00% | +121+288.1% | Added |
| Root Financial Partners, LLC | 170 | $5.72K | 0.00% | +113+198.2% | Added |
| Farther Finance Advisors, LLC | 184 | $6.21K | 0.00% | +94+104.4% | Added |
| Bryn Mawr Trust Co | 198 | $6.66K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 198 | $6.66K | 0.00% | +11+5.9% | Added |
| Costello Asset Management, INC | 200 | $6.73K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 164 | $6.81K | 0.00% | −947−85.2% | Reduced |
| Massmutual Trust Co FSB | 225 | $7.57K | 0.00% | +10+4.7% | Added |
| Rockefeller Capital Management L.P. | 262 | $8.82K | 0.00% | −638−70.9% | Reduced |
| CoreCap Advisors, LLC | 308 | $10.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 332 | $11.2K | 0.00% | +311+1,481.0% | Added |
| Parkside Financial Bank & Trust | 335 | $11.3K | 0.00% | +20+6.3% | Added |
| SRS Capital Advisors, Inc. | 358 | $12.0K | 0.00% | +75+26.5% | Added |
| UMA Financial Services, Inc. | 374 | $12.6K | 0.00% | −3−0.8% | Reduced |
| US Bancorp | 376 | $12.7K | 0.00% | +123+48.6% | Added |
| Public Employees Retirement System of Ohio | 395 | $13.3K | 0.00% | +41+11.6% | Added |
| Boreal Capital Management LLC | 400 | $13.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 406 | $13.7K | 0.00% | −424−51.1% | Reduced |
| Salomon & Ludwin, LLC | 448 | $15.1K | 0.00% | +249+125.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 455 | $15.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 496 | $16.7K | 0.00% | +40+8.8% | Added |
| Harbor Capital Advisors, Inc. | 624 | $21.0K | 0.00% | +309+98.1% | Added |
| Basecamp Wealth Advisors LLC | 625 | $21.0K | 0.00% | −245−28.2% | Reduced |
| MAI Capital Management | 666 | $22.4K | 0.00% | +271+68.6% | Added |
| EverSource Wealth Advisors, LLC | 697 | $23.5K | 0.00% | +433+164.0% | Added |
| Allworth Financial LP | 824 | $27.7K | 0.00% | +193+30.6% | Added |
| Newbridge Financial Services Group, Inc. | 930 | $31.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 981 | $33.0K | 0.00% | +981 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,003 | $33.8K | 0.00% | +90+9.9% | Added |
| WealthCollab, LLC | 1,084 | $36.5K | 0.02% | −212−16.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,132 | $38.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,175 | $39.5K | 0.00% | −70−5.6% | Reduced |
| Parallel Advisors, LLC | 1,397 | $47.0K | 0.00% | +15+1.1% | Added |
| Huntington National Bank | 1,449 | $48.8K | 0.00% | −32−2.2% | Reduced |
| Aquatic Capital Management LLC | 1,452 | $48.9K | 0.00% | −14,261−90.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,676 | $56.4K | 0.00% | +1,113+197.7% | Added |
| Tower Research Capital LLC (TRC) | 1,997 | $67.2K | 0.00% | +1,468+277.5% | Added |
| Ameritas Investment Partners, Inc. | 2,005 | $67.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,151 | $72.0K | 0.00% | +604+39.0% | Added |
| Covestor Ltd | 2,286 | $77.0K | 0.05% | −1,693−42.5% | Reduced |
| Signaturefd, LLC | 2,929 | $98.6K | 0.00% | +1,971+205.7% | Added |
| Pacer Advisors, Inc. | 3,508 | $118.0K | 0.00% | +1,010+40.4% | Added |
| Public Employees Retirement Association of Colorado | 3,698 | $124.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,227 | $142.2K | 0.00% | +2,707+178.1% | Added |
| The PNC Financial Services Group, Inc. | 4,771 | $160.5K | 0.00% | +1,033+27.6% | Added |
| Russell Investments Group, Ltd. | 4,903 | $165.0K | 0.00% | −36,835−88.3% | Reduced |
| CWM, LLC | 4,949 | $166.5K | 0.00% | +2,732+123.2% | Added |
| State of Tennessee, Treasury Department | 5,335 | $179.5K | 0.00% | −6,300−54.1% | Reduced |
| Oregon Public Employees Retirement Fund | 5,390 | $181.4K | 0.00% | +62+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 5,871 | $198.0K | 0.00% | 00.0% | Unchanged |