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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 2022

Institutional positions in Marzetti Co as of Dec 31, 2022. 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
314
+50 vs. Q3 2022
Shares held
16.7M
+103.8K (+0.6%) vs. Q3 2022
Total value
$3.29B
+$798.4M (+32.1%) vs. Q3 2022
New holders
72
102 more added
Sold out
22
98 more reduced

7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 314 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 2022: $3.29B
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 2022

Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q3 2022.

Institutions holding MZTI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,411,196$475.7M0.01%−12,097−0.5%Reduced
Vanguard Group Inc2,117,894$417.9M0.01%+38,324+1.8%Added
State Street Corp1,739,306$343.2M0.02%−704,607−28.8%Reduced
William Blair Investment Management, LLC748,865$147.8M0.57%+748,865New
Champlain Investment Partners, LLC607,153$119.8M0.77%−261,655−30.1%Reduced
Silvercrest Asset Management Group LLC573,480$113.1M0.87%−3,039−0.5%Reduced
Diamond Hill Capital Management Inc499,812$98.6M0.45%−31,980−6.0%Reduced
Dimensional Fund Advisors LP485,499$95.8M0.03%+7,852+1.6%Added
Geode Capital Management, LLC414,517$81.8M0.01%+2,406+0.6%Added
London Co of Virginia407,896$80.5M0.47%−7,076−1.7%Reduced
First Trust Advisors LP362,732$71.6M0.09%−22,549−5.9%Reduced
Victory Capital Management Inc316,599$62.5M0.07%−87,106−21.6%Reduced
Renaissance Technologies LLC310,379$61.2M0.08%+2,916+0.9%Added
GW&K Investment Management, LLC290,535$57.3M0.58%−8,224−2.8%Reduced
Northern Trust Corp288,616$56.9M0.01%−1,436−0.5%Reduced
Charles Schwab Investment Management Inc270,920$53.5M0.02%+2,302+0.9%Added
Morgan Stanley269,076$53.1M0.01%+116,274+76.1%Added
Bank of New York Mellon Corp264,609$52.2M0.01%+3,459+1.3%Added
Fisher Asset Management, LLC238,930$47.1M0.03%+2,472+1.0%Added
ProShare Advisors LLC236,315$46.6M0.16%−15,064−6.0%Reduced
Boston Trust Walden Corp212,077$41.8M0.37%−1,341−0.6%Reduced
Goldman Sachs Group Inc189,677$37.4M0.01%+53,172+39.0%Added
Wellington Management Group LLP153,809$30.3M0.01%−33,746−18.0%Reduced
Invesco Ltd.151,451$29.9M0.01%−89,477−37.1%Reduced
Citadel Advisors LLC135,682$26.8M0.03%+82,062+153.0%Added
Norges Bank100,507$19.8M0.00%+67,658+206.0%Added
WCM Investment Management, LLC98,296$19.4M0.06%+2,641+2.8%Added
Public Employees Retirement Association of Colorado97,238$19.2M0.10%−13,484−12.2%Reduced
Man Group plc96,503$19.0M0.07%+65,630+212.6%Added
California Public Employees Retirement System88,685$17.5M0.01%+16,950+23.6%Added
Bahl & Gaynor Inc85,646$16.9M0.11%+6,993+8.9%Added
Principal Financial Group Inc78,073$15.4M0.01%+303+0.4%Added
Thrivent Financial for Lutherans77,831$15.4M0.04%+65,775+545.6%Added
Welch & Forbes LLC66,020$13.0M0.23%−602−0.9%Reduced
Rhumbline Advisers64,724$12.8M0.02%+706+1.1%Added
Envestnet Asset Management Inc63,695$12.6M0.01%+2,469+4.0%Added
Balyasny Asset Management LLC60,983$12.0M0.04%+58,087+2,005.8%Added
Bank of America Corp59,561$11.8M0.00%−10,168−14.6%Reduced
Nuveen Asset Management, LLC54,443$10.7M0.00%−3,841−6.6%Reduced
Bridgewater Associates, LP47,814$9.43M0.05%−12,243−20.4%Reduced
Swiss National Bank46,526$9.18M0.01%+800+1.7%Added
JPMorgan Chase & Co44,851$8.85M0.00%+831+1.9%Added
Alliancebernstein L.P.44,493$8.78M0.00%+264+0.6%Added
Leeward Investments, LLC - MA41,390$8.17M0.36%−32,519−44.0%Reduced
CI Private Wealth, LLC41,100$8.11M0.03%+41,100New
American International Group, Inc.39,891$7.87M0.05%−404−1.0%Reduced
ArrowMark Colorado Holdings LLC37,000$7.30M0.09%00.0%Unchanged
New York State Teachers Retirement System31,507$6.22M0.02%−200−0.6%Reduced
Legal & General Group Plc30,490$6.02M0.00%+432+1.4%Added
Grantham, Mayo, Van Otterloo & Co. LLC28,100$5.54M0.03%−18,105−39.2%Reduced
Squarepoint Ops LLC26,856$5.30M0.04%+18,971+240.6%Added
Ameriprise Financial Inc26,299$5.19M0.00%−38−0.1%Reduced
Retirement Systems of Alabama26,148$5.16M0.02%+206+0.8%Added
Royal Bank of Canada25,293$4.99M0.00%+2,878+12.8%Added
California State Teachers Retirement System24,524$4.84M0.01%+268+1.1%Added
Assenagon Asset Management S.A.23,472$4.63M0.02%+23,472New
Manufacturers Life Insurance Company, The23,261$4.59M0.00%−19−0.1%Reduced
Wolff Financial Management LLC22,539$4.45M1.64%+616+2.8%Added
MetLife Investment Management22,297$4.40M0.03%−238−1.1%Reduced
Truist Financial Corp21,986$4.34M0.01%+191+0.9%Added
Raymond James & Associates21,437$4.23M0.00%+356+1.7%Added
Cubist Systematic Strategies, LLC21,258$4.19M0.04%−5,649−21.0%Reduced
Voloridge Investment Management, LLC20,236$3.99M0.02%+20,236New
Hantz Financial Services, Inc.19,471$3.84M0.12%−4,067−17.3%Reduced
UBS Group AG19,223$3.79M0.00%+5,369+38.8%Added
Dean Investment Associates, LLC19,020$3.75M0.64%−604−3.1%Reduced
Fifth Third Bancorp18,666$3.68M0.02%−245−1.3%Reduced
Wells Fargo & Company18,223$3.60M0.00%+1,442+8.6%Added
Agf Management Ltd16,650$3.29M0.02%+16,650New
Ameritas Investment Partners, Inc.16,827$3.28M0.13%−2,411−12.5%Reduced
Graham Capital Management, L.P.16,542$3.26M0.12%+8,689+110.6%Added
Eagle Asset Management Inc16,125$3.25M0.02%−7,562−31.9%Reduced
Mutual of America Capital Management LLC16,295$3.22M0.04%+373+2.3%Added
Credit Suisse AG16,270$3.21M0.00%+232+1.4%Added
Barclays PLC15,955$3.15M0.00%+3,652+29.7%Added
Stifel Financial Corp15,754$3.11M0.00%−17,770−53.0%Reduced
Natixis Advisors, L.P.15,667$3.09M0.01%−4,162−21.0%Reduced
Great West Life Assurance Co14,946$2.95M0.01%+1,753+13.3%Added
SEI Investments Co14,593$2.88M0.01%+8,691+147.3%Added
Public Employees Retirement System of Ohio14,525$2.87M0.01%−2,476−14.6%Reduced
New York State Common Retirement Fund14,400$2.84M0.00%+600+4.3%Added
SG Americas Securities, LLC14,383$2.84M0.04%+14,383New
Amalgamated Bank13,869$2.74M0.02%+260+1.9%Added
Hamilton Capital, LLC13,815$2.73M0.18%−27−0.2%Reduced
Allspring Global Investments Holdings, LLC13,577$2.68M0.00%+1,173+9.5%Added
Toroso Investments, LLC13,416$2.65M0.10%+680+5.3%Added
Texas Permanent School Fund13,337$2.63M0.04%−919−6.4%Reduced
ExodusPoint Capital Management, LP12,613$2.49M0.04%+12,613New
Los Angeles Capital Management LLC12,428$2.45M0.01%+12,428New
Martingale Asset Management L P12,297$2.43M0.05%−1,008−7.6%Reduced
State of New Jersey Common Pension Fund D12,104$2.39M0.01%−2,516−17.2%Reduced
Teachers Retirement System of the State of Kentucky11,961$2.36M0.02%−1,528−11.3%Reduced
Algert Global LLC11,880$2.34M0.13%+6,900+138.6%Added
Park National Corp11,719$2.31M0.10%00.0%Unchanged
Brinker Capital Investments, LLC11,507$2.27M0.05%−809−6.6%Reduced
State of Tennessee, Treasury Department11,481$2.27M0.01%00.0%Unchanged
Pinkerton Retirement Specialists, LLC11,421$2.25M0.49%+11,421New
Trexquant Investment LP10,766$2.12M0.06%+10,766New
Maverick Capital LtdSuperinvestorMaverick Capital10,465$2.06M0.05%+2,105+25.2%Added
Yousif Capital Management, LLC10,406$2.05M0.03%+203+2.0%Added