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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, Q4 2021

Institutional positions in Marzetti Co as of Dec 31, 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
253
−1 vs. Q3 2021
Shares held
15.8M
−14.3K (−0.1%) vs. Q3 2021
Total value
$2.61B
−$54.0M (−2.0%) vs. Q3 2021
New holders
32
93 more added
Sold out
33
95 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 253 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 heldQ4 2021: $2.61B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q3 2021.

Institutions holding MZTI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Pathstone Family Office, LLC3,258$540.0K0.01%+350+12.0%Added
Northwestern Mutual Investment Management Company, LLC3,286$544.0K0.01%+10+0.3%Added
Prudential Financial Inc3,415$546.0K0.00%−3,883−53.2%Reduced
Toronto Dominion Bank3,300$546.0K0.00%+3,300New
Cerity Partners LLC3,314$549.0K0.01%+3,314New
Exchange Traded Concepts, LLC3,325$551.0K0.01%+129+4.0%Added
Summit Global Investments3,400$563.0K0.04%+3,400New
Legacy Wealth Asset Management, LLC3,450$571.0K0.19%+141+4.3%Added
STRS Ohio3,600$596.0K0.00%−4,700−56.6%Reduced
Teacher Retirement System of Texas3,663$607.0K0.00%+557+17.9%Added
Squarepoint Ops LLC3,697$612.0K0.00%−3,394−47.9%Reduced
Forte Capital LLC3,700$613.0K0.08%00.0%Unchanged
Keybank National Association3,710$614.0K0.00%00.0%Unchanged
Glenmede Trust Co NA3,840$635.0K0.00%−106−2.7%Reduced
Janus Henderson Group PLC3,913$648.0K0.00%+1,965+100.9%Added
New Mexico Educational Retirement Board4,100$679.0K0.02%00.0%Unchanged
People's United Financial, Inc.4,148$687.0K0.02%−40−1.0%Reduced
Panagora Asset Management Inc4,187$693.0K0.00%00.0%Unchanged
Summit Financial Strategies, Inc.4,415$731.0K0.14%+579+15.1%Added
Guggenheim Capital LLC4,486$742.0K0.00%−187−4.0%Reduced
Handelsbanken Fonder AB4,572$757.0K0.00%00.0%Unchanged
Dearborn Partners LLC4,846$802.0K0.03%+45+0.9%Added
State of Michigan Retirement System5,029$833.0K0.00%+100+2.0%Added
Louisiana State Employees Retirement System5,100$845.0K0.02%00.0%Unchanged
Arizona State Retirement System5,187$859.0K0.01%−65−1.2%Reduced
Allianz Asset Management GmbH5,226$865.0K0.00%−27−0.5%Reduced
Thrivent Financial for Lutherans5,226$865.0K0.00%+42+0.8%Added
Tower Research Capital LLC (TRC)5,255$870.0K0.02%+2,871+120.4%Added
Wesbanco Bank Inc5,259$871.0K0.03%−194−3.6%Reduced
Commonwealth Equity Services, LLC5,328$882.0K0.00%+271+5.4%Added
Diversified Trust Co5,479$907.0K0.03%+135+2.5%Added
Advisors Capital Management, LLC5,581$924.0K0.03%00.0%Unchanged
EULAV Asset Management5,606$935.0K0.02%00.0%Unchanged
Oppenheimer Asset Management Inc.5,752$953.0K0.01%−311−5.1%Reduced
Winton Group Ltd5,815$963.0K0.06%+303+5.5%Added
BNP Paribas Arbitrage, SA5,959$986.8K0.00%+1,819+43.9%Added
HSBC Holdings PLC6,156$1.02M0.00%+4,467+264.5%Added
Citigroup Inc6,147$1.02M0.00%−1,890−23.5%Reduced
Independent Advisor Alliance6,398$1.06M0.05%−148−2.3%Reduced
Oregon Public Employees Retirement Fund6,442$1.07M0.01%−153−2.3%Reduced
State Board of Administration of Florida Retirement System6,460$1.07M0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,572$1.09M0.01%+20+0.3%Added
Ade, LLC6,633$1.10M0.94%−200−2.9%Reduced
Range Financial Group LLC6,700$1.11M0.73%−265−3.8%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.6,800$1.13M0.48%00.0%Unchanged
Voya Investment Management LLC7,142$1.18M0.00%+67+0.9%Added
Price T Rowe Associates Inc7,252$1.20M0.00%−307−4.1%Reduced
Allspring Global Investments Holdings, LLC7,546$1.25M0.00%+7,546New
Old Mission Capital LLC7,579$1.25M0.06%+910+13.6%Added
TD Waterhouse Canada Inc.7,507$1.26M0.01%+7,507New
Metropolitan Life Insurance Co7,886$1.31M0.02%−432−5.2%Reduced
US Bancorp7,949$1.32M0.00%+52+0.7%Added
Duality Advisers, LP8,117$1.34M0.15%−1,768−17.9%Reduced
Ensign Peak Advisors, Inc8,723$1.45M0.00%−7,960−47.7%Reduced
Advisors Asset Management, Inc.8,799$1.46M0.02%+874+11.0%Added
CWM, LLC9,415$1.56M0.01%+9,415New
Comerica Bank9,774$1.57M0.01%−134−1.4%Reduced
Algert Global LLC9,640$1.60M0.20%+3,859+66.8%Added
Yousif Capital Management, LLC10,295$1.71M0.02%+10,295New
Great West Life Assurance Co10,405$1.72M0.00%+606+6.2%Added
Tudor Investment Corp Et Al10,500$1.74M0.03%−8,376−44.4%Reduced
Bank of Montreal10,616$1.76M0.00%+2,424+29.6%Added
State of Tennessee, Treasury Department10,652$1.76M0.01%00.0%Unchanged
O'Shares Investment Advisers, LLC10,759$1.78M0.13%+367+3.5%Added
Holocene Advisors, LP11,092$1.84M0.01%+11,092New
Brinker Capital Investments, LLC11,405$1.89M0.03%−188−1.6%Reduced
Edgestream Partners, L.P.11,496$1.90M0.12%+3,011+35.5%Added
Teachers Retirement System of the State of Kentucky11,566$1.92M0.02%+1,633+16.4%Added
Park National Corp11,869$1.97M0.08%00.0%Unchanged
Martingale Asset Management L P11,925$1.98M0.03%+501+4.4%Added
Russell Investments Group, Ltd.12,729$2.11M0.00%−13,945−52.3%Reduced
Deutsche Bank AG12,950$2.15M0.00%+414+3.3%Added
Hamilton Capital, LLC13,795$2.28M0.18%+10.0%Added
Amalgamated Bank13,866$2.30M0.02%+50+0.4%Added
Texas Permanent School Fund14,353$2.38M0.03%−318−2.2%Reduced
New York State Common Retirement Fund14,870$2.46M0.00%−43−0.3%Reduced
Stifel Financial Corp15,007$2.48M0.00%−461−3.0%Reduced
Aviva PLC15,657$2.59M0.01%+5,892+60.3%Added
MetLife Investment Management16,202$2.68M0.02%+78+0.5%Added
Public Employees Retirement System of Ohio16,818$2.79M0.01%+2,113+14.4%Added
Raymond James & Associates17,555$2.91M0.00%−294−1.6%Reduced
Mutual of America Capital Management LLC17,728$2.94M0.03%+248+1.4%Added
State of New Jersey Common Pension Fund D17,785$2.94M0.01%+3,701+26.3%Added
Voloridge Investment Management, LLC17,879$2.96M0.02%+4,375+32.4%Added
Credit Suisse AG18,263$3.02M0.00%−1,710−8.6%Reduced
Natixis Advisors, L.P.18,389$3.04M0.01%+2,003+12.2%Added
UBS Asset Management Americas Inc18,866$3.12M0.00%−5,875−23.7%Reduced
SG Americas Securities, LLC18,965$3.14M0.02%+7,924+71.8%Added
TD Asset Management Inc19,411$3.21M0.00%00.0%Unchanged
Fifth Third Bancorp19,468$3.22M0.01%−119−0.6%Reduced
Ameritas Investment Partners, Inc.19,506$3.23M0.11%+4,326+28.5%Added
AQR Capital Management LLC20,732$3.42M0.01%−579−2.7%Reduced
Ergoteles LLC20,788$3.44M0.13%+388+1.9%Added
Wolff Financial Management LLC21,923$3.63M1.37%+21,923New
Moody Aldrich Partners LLC23,450$3.88M0.54%−4,351−15.7%Reduced
Truist Financial Corp25,275$4.18M0.01%+756+3.1%Added
Retirement Systems of Alabama25,956$4.30M0.01%+277+1.1%Added
Susquehanna International Group, LLP25,963$4.30M0.01%+23,327+884.9%Added
Eagle Asset Management Inc26,555$4.38M0.02%−4,137−13.5%Reduced
California State Teachers Retirement System26,609$4.41M0.01%+576+2.2%Added