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, Q1 2025
Institutional positions in Marzetti Co as of Mar 31, 2025. 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
- 351
- +16 vs. Q4 2024
- Shares held
- 17.0M
- +254.8K (+1.5%) vs. Q4 2024
- Total value
- $2.98B
- +$75.8M (+2.6%) vs. Q4 2024
- New holders
- 49
- 130 more added
- Sold out
- 33
- 123 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 336 | $2.21B |
| Q1 2026 | 365 | $2.47B |
| Q4 2025 | 346 | $2.75B |
| Q3 2025 | 337 | $2.89B |
| Q2 2025 | 324 | $2.98B |
| Q1 2025 | 351 | $2.98B |
| Q4 2024 | 338 | $2.91B |
| Q3 2024 | 337 | $3.00B |
| Q2 2024 | 336 | $3.18B |
| Q1 2024 | 321 | $3.49B |
| Q4 2023 | 291 | $2.80B |
| Q3 2023 | 286 | $2.72B |
| Q2 2023 | 304 | $3.35B |
| Q1 2023 | 314 | $3.38B |
| Q4 2022 | 314 | $3.29B |
| Q3 2022 | 271 | $2.52B |
| Q2 2022 | 249 | $2.17B |
| Q1 2022 | 251 | $2.41B |
| Q4 2021 | 253 | $2.61B |
| Q3 2021 | 257 | $2.67B |
| Q2 2021 | 255 | $3.09B |
| Q1 2021 | 258 | $2.77B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bollard Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $175 | 0.00% | −11−91.7% | Reduced |
| True Wealth Design, LLC | 1 | $175 | 0.00% | −6−85.7% | Reduced |
| IFP Advisors, Inc | 0 | $175 | 0.00% | 0 | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $175 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $175 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $175 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 3 | $525 | 0.00% | −22−88.0% | Reduced |
| CVA Family Office, LLC | 3 | $525 | 0.00% | +3 | New |
| NewSquare Capital LLC | 4 | $700 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $875 | 0.00% | +1+25.0% | Added |
| Global Financial Private Client, LLC | 5 | $875 | 0.00% | +4+400.0% | Added |
| Stephens Consulting, LLC | 5 | $875 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $1.05K | 0.00% | +3+100.0% | Added |
| Private Wealth Management Group, LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12 | $2.10K | 0.00% | +12 | New |
| Larson Financial Group LLC | 12 | $2.10K | 0.00% | +12 | New |
| Kestra Investment Management, LLC | 13 | $2.27K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 14 | $2.45K | 0.00% | −2−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 14 | $2.45K | 0.00% | +6+75.0% | Added |
| SBI Securities Co., Ltd. | 16 | $2.80K | 0.00% | −1−5.9% | Reduced |
| Hantz Financial Services, Inc. | 17 | $3.00K | 0.00% | +3+21.4% | Added |
| MAI Capital Management | 18 | $3.15K | 0.00% | +2+12.5% | Added |
| Sterling Capital Management LLC | 20 | $3.50K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $3.50K | 0.00% | +20 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $3.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $3.85K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $4.21K | 0.00% | −424−94.6% | Reduced |
| Private Trust Co NA | 27 | $4.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 27 | $4.72K | 0.00% | +16+145.5% | Added |
| Steward Partners Investment Advisory, LLC | 28 | $4.90K | 0.00% | −1,324−97.9% | Reduced |
| Hemington Wealth Management | 34 | $5.00K | 0.00% | +11+47.8% | Added |
| Parkside Financial Bank & Trust | 30 | $5.25K | 0.00% | +18+150.0% | Added |
| Massmutual Trust Co FSB | 37 | $6.47K | 0.00% | +7+23.3% | Added |
| Vestcor Inc | 39 | $7.00K | 0.00% | −2,053−98.1% | Reduced |
| Harbor Capital Advisors, Inc. | 41 | $7.00K | 0.00% | +41 | New |
| Versant Capital Management, Inc | 41 | $7.17K | 0.00% | +41 | New |
| LRI Investments, LLC | 44 | $7.73K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 45 | $7.86K | 0.00% | −2,932−98.5% | Reduced |
| Smartleaf Asset Management LLC | 48 | $8.39K | 0.00% | −10−17.2% | Reduced |
| CoreCap Advisors, LLC | 50 | $8.75K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 52 | $9.10K | 0.00% | −35−40.2% | Reduced |
| Bangor Savings Bank | 65 | $11.4K | 0.00% | −85−56.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 72 | $12.7K | 0.00% | +72 | New |
| Geneos Wealth Management Inc. | 73 | $12.8K | 0.00% | +10+15.9% | Added |
| Hexagon Capital Partners LLC | 81 | $14.2K | 0.00% | +20+32.8% | Added |
| Rise Advisors, LLC | 81 | $14.2K | 0.01% | −17−17.3% | Reduced |
| Riverview Trust Co | 116 | $20.3K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 130 | $22.8K | 0.00% | +130 | New |
| Fortitude Family Office, LLC | 136 | $23.8K | 0.01% | −4−2.9% | Reduced |
| Opal Wealth Advisors, LLC | 146 | $25.6K | 0.01% | +146 | New |
| V-Square Quantitative Management LLC | 155 | $27.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 164 | $28.7K | 0.02% | +164 | New |
| Optiver Holding B.V. | 199 | $34.8K | 0.00% | +199 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 214 | $37.5K | 0.00% | +13+6.5% | Added |
| CIBC Private Wealth Group, LLC | 219 | $38.1K | 0.00% | −12−5.2% | Reduced |
| TD Private Client Wealth LLC | 235 | $41.1K | 0.00% | +9+4.0% | Added |
| Headlands Technologies LLC | 252 | $44.1K | 0.01% | +252 | New |
| Lindbrook Capital, LLC | 301 | $52.7K | 0.00% | +199+195.1% | Added |
| GAMMA Investing LLC | 306 | $53.5K | 0.00% | +26+9.3% | Added |
| Clarity Asset Management, Inc. | 340 | $59.5K | 0.04% | −67−16.5% | Reduced |
| State of Wyoming | 345 | $60.4K | 0.01% | +345 | New |
| Advisor Group Holdings, Inc. | 367 | $64.2K | 0.00% | −2,297−86.2% | Reduced |
| Quarry LP | 377 | $66.0K | 0.02% | +351+1,350.0% | Added |
| EverSource Wealth Advisors, LLC | 392 | $68.6K | 0.00% | +13+3.4% | Added |
| Brown Brothers Harriman & Co | 400 | $70.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 405 | $77.1K | 0.00% | +2+0.5% | Added |
| Nisa Investment Advisors, LLC | 453 | $79.3K | 0.00% | −7−1.5% | Reduced |
| Ci Investments Inc. | 485 | $85.0K | 0.00% | +18+3.9% | Added |
| Quest Partners LLC | 504 | $88.2K | 0.01% | −219−30.3% | Reduced |
| Ronald Blue Trust, Inc. | 602 | $105.3K | 0.00% | +104+20.9% | Added |
| Huntington National Bank | 618 | $108.2K | 0.00% | −4−0.6% | Reduced |
| Covestor Ltd | 735 | $129.0K | 0.09% | +11+1.5% | Added |
| KBC Group NV | 893 | $156.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 933 | $163.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 943 | $165.0K | 0.00% | −160−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 977 | $171.0K | 0.01% | −258−20.9% | Reduced |
| STRS Ohio | 1,000 | $175.0K | 0.00% | +200+25.0% | Added |
| Significant Wealth Partners LLC | 1,166 | $204.1K | 0.10% | +1,166 | New |
| SRS Capital Advisors, Inc. | 1,170 | $204.8K | 0.01% | +11+0.9% | Added |
| Virtus ETF Advisers LLC | 1,188 | $207.9K | 0.13% | +1,188 | New |
| Landing Point Financial Group, LLC | 1,201 | $210.3K | 0.16% | +4+0.3% | Added |
| Inceptionr LLC | 1,207 | $211.2K | 0.06% | +1,207 | New |
| Mackenzie Financial Corp | 1,228 | $214.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,280 | $221.6K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,270 | $222.3K | 0.00% | +1,270 | New |
| Integrated Wealth Concepts LLC | 1,276 | $223.1K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,278 | $223.7K | 0.01% | −838−39.6% | Reduced |
| Signaturefd, LLC | 1,292 | $226.1K | 0.00% | −1−0.1% | Reduced |
| FreeGulliver LLC | 1,300 | $227.5K | 0.12% | 00.0% | Unchanged |
| United Services Automobile Association | 1,320 | $230.7K | 0.01% | +1,320 | New |
| Y-Intercept (Hong Kong) Ltd | 1,323 | $231.5K | 0.02% | −6,502−83.1% | Reduced |
| State Board of Administration of Florida Retirement System | 1,401 | $245.2K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,419 | $248.3K | 0.01% | −45−3.1% | Reduced |
| Quadrant Capital Group LLC | 1,440 | $252.0K | 0.01% | +724+101.1% | Added |