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Marzetti Co

MZTI
Exchange
Nasdaq
Industry
Canned, Frozen & Preservd Fruit, Veg & Food Specialties
SEC CIK
0000057515

In the last 90 days, Marzetti Co insiders filed 0 open-market purchases and 1 sale; 336 institutions reported holding it in 13F filings for Q2 2026, worth $2.21B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Marzetti Co as of Sep 30, 2021. 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
257
+4 vs. Q2 2021
Shares held
15.8M
−139.8K (−0.9%) vs. Q2 2021
Total value
$2.67B
−$416.5M (−13.5%) vs. Q2 2021
New holders
29
107 more added
Sold out
25
79 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MZTI 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 2021: 257 institutions
Q1 2021: 258 institutionsQ2 2021: 255 institutionsQ3 2021: 257 institutionsQ4 2021: 253 institutionsQ1 2022: 251 institutionsQ2 2022: 249 institutionsQ3 2022: 271 institutionsQ4 2022: 314 institutionsQ1 2023: 314 institutionsQ2 2023: 304 institutionsQ3 2023: 286 institutionsQ4 2023: 291 institutionsQ1 2024: 321 institutionsQ2 2024: 336 institutionsQ3 2024: 337 institutionsQ4 2024: 338 institutionsQ1 2025: 351 institutionsQ2 2025: 324 institutionsQ3 2025: 337 institutionsQ4 2025: 346 institutionsQ1 2026: 365 institutionsQ2 2026: 336 institutions
Value heldQ3 2021: $2.67B
Q1 2021: $2.77BQ2 2021: $3.09BQ3 2021: $2.67BQ4 2021: $2.61BQ1 2022: $2.41BQ2 2022: $2.17BQ3 2022: $2.52BQ4 2022: $3.29BQ1 2023: $3.38BQ2 2023: $3.35BQ3 2023: $2.72BQ4 2023: $2.80BQ1 2024: $3.49BQ2 2024: $3.18BQ3 2024: $3.00BQ4 2024: $2.91BQ1 2025: $2.98BQ2 2025: $2.98BQ3 2025: $2.89BQ4 2025: $2.75BQ1 2026: $2.47BQ2 2026: $2.21B
Institutions holding MZTI and their total value by quarter
QuarterHoldersValue
Q2 2026336$2.21B
Q1 2026365$2.47B
Q4 2025346$2.75B
Q3 2025337$2.89B
Q2 2025324$2.98B
Q1 2025351$2.98B
Q4 2024338$2.91B
Q3 2024337$3.00B
Q2 2024336$3.18B
Q1 2024321$3.49B
Q4 2023291$2.80B
Q3 2023286$2.72B
Q2 2023304$3.35B
Q1 2023314$3.38B
Q4 2022314$3.29B
Q3 2022271$2.52B
Q2 2022249$2.17B
Q1 2022251$2.41B
Q4 2021253$2.61B
Q3 2021257$2.67B
Q2 2021255$3.09B
Q1 2021258$2.77B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q2 2021.

Institutions holding MZTI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.26,674$4.50M0.01%−4,128−13.4%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital27,451$4.63M0.05%+14,709+115.4%Added
Moody Aldrich Partners LLC27,801$4.69M0.60%−16,260−36.9%Reduced
Legal & General Group Plc28,946$4.89M0.00%+2,632+10.0%Added
Ameriprise Financial Inc29,085$4.91M0.00%−1,762−5.7%Reduced
Envestnet Asset Management Inc29,195$4.93M0.00%+2,110+7.8%Added
New York State Teachers Retirement System29,385$4.96M0.01%+160+0.5%Added
UBS Group AG30,485$5.15M0.00%+15,113+98.3%Added
Eagle Asset Management Inc30,692$5.18M0.02%−593−1.9%Reduced
Manufacturers Life Insurance Company, The32,047$5.41M0.00%+469+1.5%Added
JPMorgan Chase & Co35,866$6.05M0.00%−4,314−10.7%Reduced
Parametric Portfolio Associates LLC37,385$6.31M0.00%−2,277−5.7%Reduced
Acadian Asset Management LLC41,408$6.98M0.03%−47,782−53.6%Reduced
California Public Employees Retirement System41,972$7.08M0.01%+245+0.6%Added
Swiss National Bank42,526$7.18M0.00%00.0%Unchanged
American International Group, Inc.44,329$7.48M0.04%−809−1.8%Reduced
Alliancebernstein L.P.46,388$7.83M0.00%−1,315−2.8%Reduced
Robeco Institutional Asset Management B.V.47,991$8.10M0.02%+3,815+8.6%Added
Bank of America Corp49,683$8.39M0.00%+15,996+47.5%Added
Bridgewater Associates, LP53,566$9.04M0.05%+2,894+5.7%Added
Segantii Capital Management Ltd55,000$9.29M0.33%−23,000−29.5%Reduced
Bahl & Gaynor Inc56,499$9.54M0.06%+4,393+8.4%Added
Rhumbline Advisers65,517$11.1M0.01%+2,119+3.3%Added
Wells Fargo & Company68,823$11.6M0.00%+8,003+13.2%Added
Dowling & Yahnke LLC69,584$11.7M0.65%−5,735−7.6%Reduced
Principal Financial Group Inc70,708$11.9M0.01%+1,328+1.9%Added
Welch & Forbes LLC72,553$12.2M0.20%−19,294−21.0%Reduced
Goldman Sachs Group Inc76,053$12.8M0.00%−12,237−13.9%Reduced
Man Group plc83,451$14.1M0.05%+3,246+4.0%Added
Morgan Stanley84,269$14.2M0.00%+10,577+14.4%Added
Intrinsic Edge Capital Management LLC96,527$16.3M1.13%+13,871+16.8%Added
Nuveen Asset Management, LLC102,949$17.5M0.01%−8,959−8.0%Reduced
Public Employees Retirement Association of Colorado110,722$18.7M0.08%−3,826−3.3%Reduced
Atlanta Capital Management Co L L C133,105$22.5M0.08%−4,551−3.3%Reduced
Norges Bank141,483$23.9M0.01%+28,892+25.7%Added
Invesco Ltd.153,257$25.9M0.01%−26,643−14.8%Reduced
ProShare Advisors LLC157,067$26.5M0.07%−5,754−3.5%Reduced
Citadel Advisors LLC182,594$30.8M0.03%+106,091+138.7%Added
Boston Trust Walden Corp185,757$31.4M0.28%+43,661+30.7%Added
Wellington Management Group LLP203,854$34.4M0.01%+149,321+273.8%Added
Charles Schwab Investment Management Inc220,657$37.3M0.01%+1,964+0.9%Added
Millennium Management LLC234,531$39.6M0.05%−48,447−17.1%Reduced
Fisher Asset Management, LLC246,953$41.7M0.03%−15,652−6.0%Reduced
Bank of New York Mellon Corp262,416$44.3M0.01%+927+0.4%Added
GW&K Investment Management, LLC273,936$46.2M0.41%+25,265+10.2%Added
Northern Trust Corp295,349$49.9M0.01%−4,204−1.4%Reduced
Geode Capital Management, LLC347,733$58.7M0.01%−1,701−0.5%Reduced
First Trust Advisors LP381,712$64.4M0.07%+52,977+16.1%Added
Renaissance Technologies LLC405,863$68.5M0.09%+10,900+2.8%Added
Dimensional Fund Advisors LP481,471$81.3M0.03%+1,102+0.2%Added
Silvercrest Asset Management Group LLC544,986$92.0M0.62%−4,305−0.8%Reduced
Victory Capital Management Inc545,236$92.0M0.09%+183,223+50.6%Added
Neuberger Berman Group LLC866,281$145.6M0.13%−15,702−1.8%Reduced
Champlain Investment Partners, LLC1,070,903$180.8M0.87%−244,985−18.6%Reduced
State Street Corp1,339,578$226.1M0.01%−110,826−7.6%Reduced
Vanguard Group Inc2,018,892$340.8M0.01%−45,662−2.2%Reduced
BlackRock Inc.2,187,546$369.3M0.01%−42,001−1.9%Reduced
Candlestick Capital Management LP0$00.00%−125,000−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−23,659−100.0%Sold out
NN Investment Partners Holdings N.V.0$00.00%−7,900−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−4,800−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−4,424−100.0%Sold out
Jump Financial, LLC0$00.00%−3,700−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,523−100.0%Sold out
American Century Companies Inc0$00.00%−2,697−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−2,437−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−2,132−100.0%Sold out
Financial Engines Advisors L.L.C.0$00.00%−2,088−100.0%Sold out
ProVise Management Group, LLC0$00.00%−1,640−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−1,264−100.0%Sold out
XTX Topco Ltd0$00.00%−1,182−100.0%Sold out
Shelton Capital Management0$00.00%−1,153−100.0%Sold out
6 Meridian0$00.00%−1,147−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−1,134−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−605−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−61−100.0%Sold out
Allworth Financial LP0$00.00%−41−100.0%Sold out
KB Financial Partners, LLC0$00.00%−26−100.0%Sold out
Private Ocean, LLC0$00.00%−20−100.0%Sold out
Savior LLC0$00.00%−13−100.0%Sold out
Paragon Wealth Strategies, LLC0$00.00%−12−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−8−100.0%Sold out
CWM, LLC––––Not filed
Pictet Asset Management Ltd––––Not filed