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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 2024

Institutional positions in Marzetti Co as of Sep 30, 2024. 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
337
+4 vs. Q2 2024
Shares held
17.0M
+2.77M (+19.5%) vs. Q2 2024
Total value
$3.00B
+$314.6M (+11.7%) vs. Q2 2024
New holders
39
133 more added
Sold out
35
117 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 2024: 337 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 2024: $3.00B
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 2024

Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q2 2024.

Institutions holding MZTI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.2,463,894$435.0M0.01%+2,463,894New
Vanguard Group Inc2,169,015$383.0M0.01%−16,996−0.8%Reduced
State Street Corp1,028,207$181.6M0.01%−31,304−3.0%Reduced
William Blair Investment Management, LLC972,486$171.7M0.42%−41,928−4.1%Reduced
Geode Capital Management, LLC556,223$98.2M0.01%+14,864+2.7%Added
Champlain Investment Partners, LLC542,305$95.8M0.58%−63,461−10.5%Reduced
Dimensional Fund Advisors LP508,974$89.9M0.02%−11,361−2.2%Reduced
Diamond Hill Capital Management Inc471,039$83.2M0.34%−18,010−3.7%Reduced
London Co of Virginia437,993$77.3M0.41%+26,327+6.4%Added
Thrivent Financial for Lutherans400,773$70.8M0.13%−86,842−17.8%Reduced
Morgan Stanley391,404$69.1M0.01%+53,144+15.7%Added
Silvercrest Asset Management Group LLC362,901$64.1M0.44%−41,876−10.3%Reduced
Renaissance Technologies LLC344,380$60.8M0.09%+38,300+12.5%Added
First Trust Advisors LP299,533$52.9M0.05%+25,993+9.5%Added
Charles Schwab Investment Management Inc280,831$49.6M0.01%−6,175−2.2%Reduced
GW&K Investment Management, LLC264,516$46.7M0.40%−3,901−1.5%Reduced
Northern Trust Corp261,168$46.1M0.01%−5,729−2.1%Reduced
Boston Trust Walden Corp253,234$44.7M0.31%−62,979−19.9%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC222,516$39.3M0.12%+24,124+12.2%Added
ProShare Advisors LLC216,036$38.1M0.09%+16,333+8.2%Added
Invesco Ltd.207,930$36.7M0.01%+14,704+7.6%Added
Bank of New York Mellon Corp203,993$36.0M0.01%−37,653−15.6%Reduced
Goldman Sachs Group Inc199,273$35.2M0.01%+24,882+14.3%Added
Blair William & Co186,135$32.9M0.10%+14,060+8.2%Added
Wesbanco Bank Inc163,800$28.9M0.98%+159,981+4,189.1%Added
Bahl & Gaynor Inc144,235$25.5M0.13%+9,205+6.8%Added
Envestnet Asset Management Inc130,983$23.1M0.01%+4,639+3.7%Added
WCM Investment Management, LLC111,507$19.9M0.05%+4,306+4.0%Added
Bank of America Corp111,562$19.7M0.00%+12,248+12.3%Added
Nuveen Asset Management, LLC110,706$19.5M0.01%−9,598−8.0%Reduced
California Public Employees Retirement System103,023$18.2M0.01%+176+0.2%Added
Wellington Management Group LLP83,630$14.8M0.00%+59,261+243.2%Added
Citadel Advisors LLC77,519$13.7M0.01%+36,554+89.2%Added
Welch & Forbes LLC77,019$13.6M0.17%+140+0.2%Added
Squarepoint Ops LLC64,073$11.3M0.04%+31,554+97.0%Added
JPMorgan Chase & Co61,579$10.9M0.00%+1,132+1.9%Added
Franklin Resources Inc59,454$10.7M0.00%+290.0%Added
Rhumbline Advisers59,795$10.6M0.01%−3,972−6.2%Reduced
AQR Capital Management LLC55,826$9.86M0.01%+39,015+232.1%Added
Cramer Rosenthal McGlynn LLC55,417$9.78M0.54%+23,247+72.3%Added
Leeward Investments, LLC - MA51,811$9.15M0.42%−170−0.3%Reduced
Millennium Management LLC51,588$9.11M0.01%+15,498+42.9%Added
Principal Financial Group Inc51,246$9.05M0.00%−21,433−29.5%Reduced
FMR LLC45,401$8.02M0.00%+16,074+54.8%Added
Barclays PLC44,189$7.80M0.00%+24,589+125.5%Added
Bernzott Capital Advisors43,842$7.74M3.33%+8,482+24.0%Added
F/M Investments LLC42,216$7.45M0.25%−105−0.2%Reduced
UBS Group AG42,096$7.43M0.00%+3,273+8.4%Added
Legal & General Group Plc40,539$7.16M0.00%−174−0.4%Reduced
Alliancebernstein L.P.38,605$6.82M0.00%−1,716−4.3%Reduced
Swiss National Bank37,626$6.64M0.00%−300−0.8%Reduced
Teacher Retirement System of Texas36,864$6.51M0.03%+32,129+678.5%Added
CI Private Wealth, LLC36,813$6.50M0.01%−883−2.3%Reduced
Balyasny Asset Management LLC35,814$6.32M0.02%+28,846+414.0%Added
UBS Asset Management Americas Inc35,141$6.20M0.00%−1,948−5.3%Reduced
Corebridge Financial, Inc.33,105$5.85M0.03%−3,030−8.4%Reduced
Marshall Wace, LLP31,684$5.59M0.01%+22,324+238.5%Added
Solidarilty Wealth, LLC30,658$5.41M1.47%+1,437+4.9%Added
Moody Aldrich Partners LLC30,089$5.31M0.97%−590−1.9%Reduced
Raymond James & Associates29,303$5.17M0.00%+7,089+31.9%Added
Royal Bank of Canada29,203$5.16M0.00%+3,754+14.8%Added
BNP Paribas Arbitrage, SA26,570$4.69M0.00%+11,016+70.8%Added
Trexquant Investment LP25,479$4.50M0.06%+16,527+184.6%Added
Retirement Systems of Alabama23,407$4.13M0.02%−1,734−6.9%Reduced
Manufacturers Life Insurance Company, The23,151$4.09M0.00%−1,457−5.9%Reduced
Wolff Financial Management LLC23,104$4.08M1.11%+23,104New
Cerity Partners LLC22,573$3.99M0.01%+4,988+28.4%Added
New York State Teachers Retirement System22,224$3.92M0.01%−700−3.1%Reduced
Jane Street Group, LLC22,178$3.92M0.01%−8,096−26.7%Reduced
Landscape Capital Management, L.L.C.21,819$3.85M0.39%+21,819New
Alps Advisors Inc21,472$3.79M0.03%+5,270+32.5%Added
Fuller & Thaler Asset Management, Inc.21,123$3.73M0.01%+4,900+30.2%Added
Truist Financial Corp20,992$3.71M0.01%−97−0.5%Reduced
MetLife Investment Management20,916$3.69M0.02%−740−3.4%Reduced
Citigroup Inc20,700$3.65M0.00%+13,160+174.5%Added
Great West Life Assurance Co19,473$3.44M0.01%+1,568+8.8%Added
Holocene Advisors, LP19,376$3.42M0.01%+12,199+170.0%Added
Ameriprise Financial Inc19,324$3.41M0.00%−3,845−16.6%Reduced
Qube Research & Technologies Ltd18,549$3.28M0.01%+15,228+458.5%Added
California State Teachers Retirement System18,248$3.22M0.00%−567−3.0%Reduced
Teachers Retirement System of the State of Kentucky17,522$3.09M0.03%00.0%Unchanged
Benjamin Edwards Inc17,447$3.08M0.04%+15,799+958.7%Added
ArrowMark Colorado Holdings LLC17,000$3.00M0.04%−25,000−59.5%Reduced
Aquatic Capital Management LLC16,900$2.98M0.08%+15,400+1,026.7%Added
HRT Financial LP16,585$2.93M0.01%+16,585New
Arrowstreet Capital, Limited Partnership16,284$2.88M0.00%+16,284New
Fifth Third Bancorp16,220$2.86M0.01%−710−4.2%Reduced
Wells Fargo & Company16,044$2.83M0.00%+170+1.1%Added
Alberta Investment Management Corp16,000$2.83M0.02%+5,600+53.8%Added
Ameritas Investment Partners, Inc.15,883$2.80M0.09%−134−0.8%Reduced
ExodusPoint Capital Management, LP15,873$2.80M0.03%+14,681+1,231.6%Added
MML Investors Services, LLC15,750$2.78M0.01%+1,307+9.0%Added
State of Wisconsin Investment Board13,507$2.38M0.01%−179−1.3%Reduced
Stifel Financial Corp13,367$2.36M0.00%−704−5.0%Reduced
Martingale Asset Management L P13,218$2.33M0.05%+560+4.4%Added
Van Eck Associates Corp12,897$2.27M0.00%+3,686+40.0%Added
Price T Rowe Associates Inc12,723$2.25M0.00%+183+1.5%Added
Empowered Funds, LLC12,707$2.24M0.04%+12,707New
Quantinno Capital Management LP12,568$2.22M0.03%+67+0.5%Added
Deutsche Bank AG11,871$2.10M0.00%+2,942+32.9%Added