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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, 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.

Institutional holdersQ1 2025: 351 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 heldQ1 2025: $2.98B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q4 2024.

Institutions holding MZTI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rise Advisors, LLC81$14.2K0.01%−17−17.3%Reduced
Hexagon Capital Partners LLC81$14.2K0.00%+20+32.8%Added
Geneos Wealth Management Inc.73$12.8K0.00%+10+15.9%Added
Cullen/Frost Bankers, Inc.72$12.7K0.00%+72New
Bangor Savings Bank65$11.4K0.00%−85−56.7%Reduced
Mather Group, LLC.52$9.10K0.00%−35−40.2%Reduced
CoreCap Advisors, LLC50$8.75K0.00%00.0%Unchanged
Smartleaf Asset Management LLC48$8.39K0.00%−10−17.2%Reduced
GWM Advisors LLC45$7.86K0.00%−2,932−98.5%Reduced
LRI Investments, LLC44$7.73K0.00%00.0%Unchanged
Versant Capital Management, Inc41$7.17K0.00%+41New
Vestcor Inc39$7.00K0.00%−2,053−98.1%Reduced
Harbor Capital Advisors, Inc.41$7.00K0.00%+41New
Massmutual Trust Co FSB37$6.47K0.00%+7+23.3%Added
Parkside Financial Bank & Trust30$5.25K0.00%+18+150.0%Added
Hemington Wealth Management34$5.00K0.00%+11+47.8%Added
Steward Partners Investment Advisory, LLC28$4.90K0.00%−1,324−97.9%Reduced
Private Trust Co NA27$4.72K0.00%00.0%Unchanged
Rothschild Investment LLC27$4.72K0.00%+16+145.5%Added
Farther Finance Advisors, LLC24$4.21K0.00%−424−94.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.22$3.85K0.00%00.0%Unchanged
Bell Investment Advisors, Inc22$3.85K0.00%00.0%Unchanged
Sterling Capital Management LLC20$3.50K0.00%00.0%Unchanged
Continuum Advisory, LLC20$3.50K0.00%+20New
MAI Capital Management18$3.15K0.00%+2+12.5%Added
Hantz Financial Services, Inc.17$3.00K0.00%+3+21.4%Added
SBI Securities Co., Ltd.16$2.80K0.00%−1−5.9%Reduced
JFS Wealth Advisors, LLC14$2.45K0.00%−2−12.5%Reduced
Farmers & Merchants Investments Inc14$2.45K0.00%+6+75.0%Added
Kestra Investment Management, LLC13$2.27K0.00%+13New
Larson Financial Group LLC12$2.10K0.00%+12New
Jones Financial Companies LLLP12$2.10K0.00%+12New
Private Wealth Management Group, LLC8$1.40K0.00%00.0%Unchanged
WealthCollab, LLC8$1.40K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.05K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC6$1.05K0.00%00.0%Unchanged
WPG Advisers, LLC6$1.05K0.00%+3+100.0%Added
SJS Investment Consulting Inc.5$8750.00%+1+25.0%Added
Global Financial Private Client, LLC5$8750.00%+4+400.0%Added
Stephens Consulting, LLC5$8750.00%+5New
NewSquare Capital LLC4$7000.00%+4New
Clearstead Advisors, LLC3$5250.00%−22−88.0%Reduced
CVA Family Office, LLC3$5250.00%+3New
Bogart Wealth, LLC1$1750.00%−11−91.7%Reduced
True Wealth Design, LLC1$1750.00%−6−85.7%Reduced
IFP Advisors, Inc0$1750.00%0Unchanged
Parkworth Wealth Management, Inc.1$1750.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$1750.00%+1New
Stonebridge Financial Group, LLC1$1750.00%+1New
HFM Investment Advisors, LLC1$1750.00%+1New
Bollard Group LLC3$00.00%00.0%Unchanged
Proequities, Inc.0$00.00%−31−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−11,661−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−10,734−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−8,043−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−5,637−100.0%Sold out
Milestone Asset Management, LLC0$00.00%−5,564−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−4,786−100.0%Sold out
HRT Financial LP0$00.00%−4,339−100.0%Sold out
First Hawaiian Bank0$00.00%−3,337−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−2,874−100.0%Sold out
Nomura Holdings Inc0$00.00%−2,556−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−2,189−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−2,188−100.0%Sold out
Brown Advisory Inc0$00.00%−2,025−100.0%Sold out
Cetera Investment Advisers0$00.00%−1,914−100.0%Sold out
Omers Administration Corp0$00.00%−1,900−100.0%Sold out
Guggenheim Capital LLC0$00.00%−1,864−100.0%Sold out
Virtu Financial LLC0$00.00%−1,762−100.0%Sold out
Summit Financial, LLC0$00.00%−1,422−100.0%Sold out
Voleon Capital Management LP0$00.00%−1,406−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−1,367−100.0%Sold out
Laurion Capital Management LP0$00.00%−1,243−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−1,191−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−1,188−100.0%Sold out
New Covenant Trust Company, N.A.0$00.00%−1,180−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−219−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−59−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−27−100.0%Sold out
Avalon Trust Co0$00.00%−16−100.0%Sold out
Assetmark, Inc0$00.00%−7−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−7−100.0%Sold out
Concord Wealth Partners0$00.00%−4−100.0%Sold out
Colonial Trust Co0$00.00%−4−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Mesirow Institutional Investment Management, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed