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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
Royal Bank of Canada26,798$4.44M0.00%+903+3.5%Added
Ameriprise Financial Inc28,268$4.68M0.00%−817−2.8%Reduced
Legal & General Group Plc29,076$4.82M0.00%+130+0.4%Added
Envestnet Asset Management Inc29,221$4.84M0.00%+26+0.1%Added
Barclays PLC31,529$5.22M0.00%+9,864+45.5%Added
UBS Group AG31,571$5.23M0.00%+1,086+3.6%Added
Manufacturers Life Insurance Company, The31,642$5.24M0.00%−405−1.3%Reduced
New York State Teachers Retirement System31,707$5.25M0.01%+2,322+7.9%Added
Wells Fargo & Company31,739$5.26M0.00%−37,084−53.9%Reduced
Parametric Portfolio Associates LLC34,340$5.69M0.00%−3,045−8.1%Reduced
JPMorgan Chase & Co37,353$6.19M0.00%+1,487+4.1%Added
Robeco Institutional Asset Management B.V.40,576$6.72M0.01%−7,415−15.5%Reduced
California Public Employees Retirement System41,620$6.89M0.00%−352−0.8%Reduced
Swiss National Bank42,426$7.03M0.00%−100−0.2%Reduced
Bridgewater Associates, LP42,993$7.12M0.04%−10,573−19.7%Reduced
American International Group, Inc.43,400$7.19M0.04%−929−2.1%Reduced
Alliancebernstein L.P.46,299$7.67M0.00%−89−0.2%Reduced
Morgan Stanley48,681$8.06M0.00%−35,588−42.2%Reduced
Nuveen Asset Management, LLC53,849$8.92M0.00%−49,100−47.7%Reduced
Bank of America Corp62,189$10.3M0.00%+12,506+25.2%Added
Dowling & Yahnke LLC63,868$10.6M0.51%−5,716−8.2%Reduced
Rhumbline Advisers66,046$10.9M0.01%+529+0.8%Added
Principal Financial Group Inc69,067$11.4M0.01%−1,641−2.3%Reduced
Welch & Forbes LLC69,575$11.5M0.17%−2,978−4.1%Reduced
Bahl & Gaynor Inc70,849$11.7M0.07%+14,350+25.4%Added
Man Group plc78,640$13.0M0.04%−4,811−5.8%Reduced
Norges Bank107,562$17.8M0.00%−33,921−24.0%Reduced
Goldman Sachs Group Inc108,725$18.0M0.00%+32,672+43.0%Added
Diamond Hill Capital Management Inc109,993$18.2M0.07%+101,247+1,157.6%Added
Public Employees Retirement Association of Colorado110,722$18.3M0.07%00.0%Unchanged
Citadel Advisors LLC165,891$27.5M0.03%−16,703−9.1%Reduced
Atlanta Capital Management Co L L C169,933$28.1M0.10%+36,828+27.7%Added
Invesco Ltd.175,546$29.1M0.01%+22,289+14.5%Added
ProShare Advisors LLC191,735$31.8M0.06%+34,668+22.1%Added
Wellington Management Group LLP222,354$36.8M0.01%+18,500+9.1%Added
Charles Schwab Investment Management Inc229,649$38.0M0.01%+8,992+4.1%Added
Fisher Asset Management, LLC240,827$39.9M0.02%−6,126−2.5%Reduced
Boston Trust Walden Corp241,223$39.9M0.32%+55,466+29.9%Added
Millennium Management LLC244,537$40.5M0.04%+10,006+4.3%Added
Bank of New York Mellon Corp246,347$40.8M0.01%−16,069−6.1%Reduced
Northern Trust Corp286,248$47.4M0.01%−9,101−3.1%Reduced
GW&K Investment Management, LLC287,658$47.6M0.40%+13,722+5.0%Added
Geode Capital Management, LLC356,874$59.1M0.01%+9,141+2.6%Added
Renaissance Technologies LLC381,363$63.2M0.08%−24,500−6.0%Reduced
Victory Capital Management Inc397,817$65.9M0.06%−147,419−27.0%Reduced
First Trust Advisors LP413,312$68.4M0.07%+31,600+8.3%Added
Dimensional Fund Advisors LP479,363$79.4M0.02%−2,108−0.4%Reduced
Silvercrest Asset Management Group LLC556,084$91.6M0.58%+11,098+2.0%Added
Neuberger Berman Group LLC835,824$137.8M0.11%−30,457−3.5%Reduced
Champlain Investment Partners, LLC1,067,868$176.8M0.80%−3,035−0.3%Reduced
State Street Corp1,569,163$259.9M0.01%+229,585+17.1%Added
Vanguard Group Inc2,038,561$337.6M0.01%+19,669+1.0%Added
BlackRock Inc.2,215,035$366.8M0.01%+27,489+1.3%Added
Proequities, Inc.0$00.00%−21−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−96,527−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−55,000−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−27,451−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−14,332−100.0%Sold out
Amundi0$00.00%−10,108−100.0%Sold out
HRT Financial LP0$00.00%−8,481−100.0%Sold out
Verition Fund Management LLC0$00.00%−8,358−100.0%Sold out
Caxton Associates LP0$00.00%−8,014−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−7,600−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−6,779−100.0%Sold out
Quadrature Capital Ltd0$00.00%−6,045−100.0%Sold out
Human Investing LLC0$00.00%−6,018−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−5,800−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−5,320−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−4,587−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−4,352−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−4,103−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−3,768−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−3,585−100.0%Sold out
Jane Street Group, LLC0$00.00%−2,666−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−1,477−100.0%Sold out
Rowland & Co Investment Counsel0$00.00%−935−100.0%Sold out
Van Eck Associates Corp0$00.00%−421−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−355−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−298−100.0%Sold out
Meeder Asset Management Inc0$00.00%−74−100.0%Sold out
Harbour Investments, Inc.0$00.00%−36−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−27−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−12−100.0%Sold out
Carroll Financial Associates, Inc.0$00.00%−9−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−3−100.0%Sold out
Central Trust Co0$00.00%−1−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
First Mercantile Trust Co––––Not filed
BBVA USA––––Not filed