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, Q2 2025
Institutional positions in Marzetti Co as of Jun 30, 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
- 324
- −24 vs. Q1 2025
- Shares held
- 17.2M
- +210.0K (+1.2%) vs. Q1 2025
- Total value
- $2.98B
- −$1.36M (0.0%) vs. Q1 2025
- New holders
- 33
- 137 more added
- Sold out
- 57
- 107 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 0 | $8 | 0.00% | −72−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $173 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $173 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $346 | 0.00% | −3−60.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $346 | 0.00% | +1+100.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 4 | $723 | 0.00% | +4 | New |
| Quarry LP | 5 | $864 | 0.00% | −372−98.7% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9 | $1.55K | 0.00% | +9 | New |
| Essential Partners LLC | 9 | $1.55K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 10 | $1.73K | 0.00% | −31−75.6% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $1.90K | 0.00% | −3−21.4% | Reduced |
| Assetmark, Inc | 12 | $2.07K | 0.00% | +12 | New |
| Larson Financial Group LLC | 13 | $2.25K | 0.00% | +1+8.3% | Added |
| Kestra Investment Management, LLC | 13 | $2.27K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $2.33K | 0.00% | −13−48.1% | Reduced |
| Clearstead Advisors, LLC | 15 | $2.59K | 0.00% | +12+400.0% | Added |
| SBI Securities Co., Ltd. | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.76K | 0.00% | +2+14.3% | Added |
| Riggs Asset Managment Co. Inc. | 18 | $3.11K | 0.00% | +18 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $3.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 23 | $3.97K | 0.00% | −4−14.8% | Reduced |
| Farther Finance Advisors, LLC | 24 | $4.15K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $5.36K | 0.00% | −42−57.5% | Reduced |
| Parkside Financial Bank & Trust | 34 | $5.88K | 0.00% | +4+13.3% | Added |
| Hantz Financial Services, Inc. | 37 | $6.00K | 0.00% | +20+117.6% | Added |
| Vestcor Inc | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 45 | $7.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 46 | $7.95K | 0.00% | +38+475.0% | Added |
| IFP Advisors, Inc | 44 | $8.29K | 0.00% | +44 | Added |
| Sterling Capital Management LLC | 49 | $8.47K | 0.00% | +29+145.0% | Added |
| Skopos Labs, Inc. | 50 | $8.64K | 0.00% | −80−61.5% | Reduced |
| CoreCap Advisors, LLC | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $8.70K | 0.00% | +6+13.6% | Added |
| Whittier Trust Co of Nevada Inc | 51 | $8.81K | 0.00% | +51 | New |
| Harbor Capital Advisors, Inc. | 52 | $9.00K | 0.00% | +11+26.8% | Added |
| Massmutual Trust Co FSB | 53 | $9.16K | 0.00% | +16+43.2% | Added |
| Fortitude Family Office, LLC | 60 | $10.4K | 0.00% | −76−55.9% | Reduced |
| Bangor Savings Bank | 65 | $11.2K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 69 | $12.0K | 0.00% | +69 | New |
| Quest Partners LLC | 78 | $13.5K | 0.00% | −426−84.5% | Reduced |
| Smartleaf Asset Management LLC | 82 | $14.1K | 0.00% | +34+70.8% | Added |
| Rise Advisors, LLC | 82 | $14.1K | 0.01% | +1+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 98 | $16.9K | 0.00% | +70+250.0% | Added |
| Danske Bank A/S | 100 | $17.3K | 0.00% | +100 | New |
| Umb Bank N A | 132 | $22.8K | 0.00% | −811−86.0% | Reduced |
| MAI Capital Management | 133 | $23.0K | 0.00% | +115+638.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 135 | $23.0K | 0.00% | +135 | New |
| Optiver Holding B.V. | 193 | $33.3K | 0.00% | −6−3.0% | Reduced |
| Opal Wealth Advisors, LLC | 199 | $34.4K | 0.01% | +53+36.3% | Added |
| TD Private Client Wealth LLC | 226 | $39.0K | 0.00% | −9−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 231 | $39.9K | 0.00% | +12+5.5% | Added |
| First Horizon Advisors, Inc. | 239 | $41.3K | 0.00% | +25+11.7% | Added |
| GAMMA Investing LLC | 291 | $50.3K | 0.00% | −15−4.9% | Reduced |
| Headlands Technologies LLC | 313 | $54.1K | 0.01% | +61+24.2% | Added |
| Jones Financial Companies LLLP | 337 | $57.9K | 0.00% | +325+2,708.3% | Added |
| Clarity Asset Management, Inc. | 360 | $62.2K | 0.04% | +20+5.9% | Added |
| Ci Investments Inc. | 373 | $64.0K | 0.00% | −112−23.1% | Reduced |
| Allworth Financial LP | 390 | $67.4K | 0.00% | −15−3.7% | Reduced |
| Brown Brothers Harriman & Co | 400 | $69.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $69.1K | 0.01% | +200+100.0% | Added |
| Nisa Investment Advisors, LLC | 447 | $77.2K | 0.00% | −6−1.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 480 | $82.9K | 0.01% | +480 | New |
| Covestor Ltd | 573 | $99.0K | 0.06% | −162−22.0% | Reduced |
| EverSource Wealth Advisors, LLC | 574 | $99.2K | 0.00% | +182+46.4% | Added |
| Huntington National Bank | 591 | $102.1K | 0.00% | −27−4.4% | Reduced |
| Quantbot Technologies LP | 631 | $109.0K | 0.00% | +631 | New |
| Advisor Group Holdings, Inc. | 640 | $110.8K | 0.00% | +273+74.4% | Added |
| Ronald Blue Trust, Inc. | 642 | $110.9K | 0.00% | +40+6.6% | Added |
| KBC Group NV | 724 | $125.0K | 0.00% | −169−18.9% | Reduced |
| Pacer Advisors, Inc. | 804 | $138.9K | 0.00% | +804 | New |
| Ancora Advisors, LLC | 959 | $165.7K | 0.00% | +26+2.8% | Added |
| STRS Ohio | 1,000 | $172.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,061 | $183.3K | 0.00% | −834−44.0% | Reduced |
| Trust Point Inc. | 1,177 | $203.3K | 0.02% | −476−28.8% | Reduced |
| Savant Capital, LLC | 1,186 | $204.8K | 0.00% | +1,186 | New |
| Virtus ETF Advisers LLC | 1,188 | $205.3K | 0.13% | 00.0% | Unchanged |
| Atom Investors LP | 1,190 | $205.6K | 0.02% | −1,931−61.9% | Reduced |
| Mutual Advisors, LLC | 1,146 | $207.2K | 0.01% | +1,146 | New |
| Wealth Enhancement Advisory Services, LLC | 1,153 | $207.6K | 0.00% | +1,153 | New |
| Landing Point Financial Group, LLC | 1,206 | $208.4K | 0.13% | +5+0.4% | Added |
| SRS Capital Advisors, Inc. | 1,225 | $211.7K | 0.01% | +55+4.7% | Added |
| Mackenzie Financial Corp | 1,228 | $212.2K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,243 | $214.8K | 0.02% | +1,243 | New |
| Significant Wealth Partners LLC | 1,262 | $218.0K | 0.11% | +96+8.2% | Added |
| Integrated Wealth Concepts LLC | 1,263 | $218.2K | 0.00% | −13−1.0% | Reduced |
| Signaturefd, LLC | 1,264 | $218.4K | 0.00% | −28−2.2% | Reduced |
| FreeGulliver LLC | 1,300 | $224.6K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,322 | $228.4K | 0.01% | −118−8.2% | Reduced |
| We Are One Seven, LLC | 1,331 | $230.0K | 0.01% | +53+4.1% | Added |
| New Age Alpha Advisors, LLC | 1,356 | $234.3K | 0.01% | −63−4.4% | Reduced |
| Cetera Investment Advisers | 1,360 | $235.0K | 0.00% | +1,360 | New |
| Parallel Advisors, LLC | 1,377 | $237.9K | 0.00% | −351−20.3% | Reduced |