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 2025
Institutional positions in Marzetti Co as of Sep 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
- 337
- +21 vs. Q2 2025
- Shares held
- 16.7M
- −472.2K (−2.7%) vs. Q2 2025
- Total value
- $2.89B
- −$81.7M (−2.8%) vs. Q2 2025
- New holders
- 50
- 120 more added
- Sold out
- 29
- 120 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Cullen/Frost Bankers, Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| Sunbelt Securities, Inc. | 1 | $173 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $173 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $173 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $345 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $346 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $346 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $346 | 0.00% | +1+100.0% | Added |
| Manchester Capital Management LLC | 2 | $346 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 3 | $519 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 5 | $864 | 0.00% | +4+400.0% | Added |
| Quent Capital, LLC | 5 | $864 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Navigoe, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Westfuller Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| WPG Advisers, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $1.04K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $2.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $2.07K | 0.00% | +2+20.0% | Added |
| JFS Wealth Advisors, LLC | 12 | $2.07K | 0.00% | +1+9.1% | Added |
| Larson Financial Group LLC | 14 | $2.42K | 0.00% | +1+7.7% | Added |
| Point72 Europe (London) LLP | 14 | $2.49K | 0.00% | +14 | New |
| Clearstead Advisors, LLC | 15 | $2.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $3.11K | 0.00% | −4−18.2% | Reduced |
| Mather Group, LLC. | 21 | $3.63K | 0.00% | +21 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $3.80K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 26 | $4.49K | 0.00% | −933−97.3% | Reduced |
| Wealthspire Advisors, LLC | 32 | $5.53K | 0.00% | +32 | New |
| Vestcor Inc | 35 | $6.00K | 0.00% | −4−10.3% | Reduced |
| Hemington Wealth Management | 36 | $6.00K | 0.00% | +2+5.9% | Added |
| Rothschild Investment LLC | 35 | $6.05K | 0.00% | +12+52.2% | Added |
| Parkside Financial Bank & Trust | 38 | $6.57K | 0.00% | +4+11.8% | Added |
| LRI Investments, LLC | 43 | $7.38K | 0.00% | −7−14.0% | Reduced |
| GWM Advisors LLC | 45 | $7.83K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 46 | $7.95K | 0.00% | +2+4.5% | Added |
| Essential Partners LLC | 46 | $7.95K | 0.00% | +37+411.1% | Added |
| Private Wealth Management Group, LLC | 46 | $7.95K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 49 | $8.47K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $9.16K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 55 | $9.58K | 0.00% | +55 | New |
| Root Financial Partners, LLC | 56 | $9.68K | 0.00% | +56 | New |
| Whittier Trust Co of Nevada Inc | 59 | $9.94K | 0.00% | +8+15.7% | Added |
| Jones Financial Companies LLLP | 64 | $11.0K | 0.00% | −273−81.0% | Reduced |
| Fortitude Family Office, LLC | 69 | $11.9K | 0.00% | +9+15.0% | Added |
| Hantz Financial Services, Inc. | 75 | $13.0K | 0.00% | +38+102.7% | Added |
| Quest Partners LLC | 78 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 82 | $14.2K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 84 | $15.0K | 0.00% | +32+61.5% | Added |
| Steward Partners Investment Advisory, LLC | 98 | $16.9K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 107 | $18.4K | 0.00% | +25+30.5% | Added |
| Ameriflex Group, Inc. | 120 | $20.7K | 0.01% | +120 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 119 | $21.0K | 0.00% | −16−11.9% | Reduced |
| Farther Finance Advisors, LLC | 132 | $22.8K | 0.00% | +108+450.0% | Added |
| TD Private Client Wealth LLC | 134 | $23.2K | 0.00% | −92−40.7% | Reduced |
| Optiver Holding B.V. | 167 | $28.9K | 0.00% | −26−13.5% | Reduced |
| Wall Street Access Asset Management, LLC | 180 | $31.1K | 0.01% | +180 | New |
| Umb Bank N A | 190 | $32.8K | 0.00% | +58+43.9% | Added |
| CIBC Private Wealth Group, LLC | 206 | $35.6K | 0.00% | −25−10.8% | Reduced |
| Ci Investments Inc. | 208 | $36.0K | 0.00% | −165−44.2% | Reduced |
| Point72 (DIFC) Ltd | 230 | $39.7K | 0.00% | +230 | New |
| Quarry LP | 351 | $60.6K | 0.01% | +346+6,920.0% | Added |
| Clarity Asset Management, Inc. | 362 | $62.5K | 0.04% | +2+0.6% | Added |
| GAMMA Investing LLC | 372 | $64.3K | 0.00% | +81+27.8% | Added |
| Allworth Financial LP | 408 | $70.5K | 0.00% | +18+4.6% | Added |
| Brown Brothers Harriman & Co | 444 | $76.7K | 0.00% | +44+11.0% | Added |
| Nisa Investment Advisors, LLC | 447 | $77.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 490 | $85.0K | 0.05% | −83−14.5% | Reduced |
| EverSource Wealth Advisors, LLC | 545 | $94.2K | 0.00% | −29−5.1% | Reduced |
| Huntington National Bank | 583 | $100.7K | 0.00% | −8−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 629 | $108.7K | 0.00% | −13−2.0% | Reduced |
| Bayforest Capital Ltd | 631 | $109.0K | 0.05% | +631 | New |
| STRS Ohio | 700 | $121.0K | 0.00% | −300−30.0% | Reduced |
| KBC Group NV | 724 | $125.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 832 | $143.8K | 0.00% | +832 | New |
| Creative Financial Designs Inc | 972 | $168.0K | 0.01% | −3,290−77.2% | Reduced |
| Virtus ETF Advisers LLC | 1,188 | $205.3K | 0.11% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,254 | $206.5K | 0.00% | +101+8.8% | Added |
| Savant Capital, LLC | 1,209 | $208.8K | 0.00% | +23+1.9% | Added |
| Landing Point Financial Group, LLC | 1,211 | $209.2K | 0.11% | +5+0.4% | Added |
| Mackenzie Financial Corp | 1,228 | $212.2K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,243 | $214.8K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,255 | $216.9K | 0.01% | −658−34.4% | Reduced |
| We Are One Seven, LLC | 1,269 | $219.3K | 0.01% | −62−4.7% | Reduced |
| HighPoint Advisor Group LLC | 1,283 | $221.7K | 0.01% | +1,283 | New |
| Signaturefd, LLC | 1,296 | $223.9K | 0.00% | +32+2.5% | Added |
| Lindenwold Advisors | 1,298 | $224.3K | 0.11% | +1,298 | New |
| Quadrant Capital Group LLC | 1,317 | $227.6K | 0.01% | −5−0.4% | Reduced |
| New Age Alpha Advisors, LLC | 1,330 | $229.8K | 0.01% | −26−1.9% | Reduced |
| Independent Advisor Alliance | 1,390 | $240.2K | 0.01% | −161−10.4% | Reduced |
| Coldstream Capital Management Inc | 1,391 | $240.4K | 0.00% | −150−9.7% | Reduced |
| Trust Point Inc. | 1,398 | $241.6K | 0.02% | +221+18.8% | Added |
| Significant Wealth Partners LLC | 1,406 | $243.0K | 0.12% | +144+11.4% | Added |
| Vident Advisory, LLC | 1,416 | $244.7K | 0.00% | −20−1.4% | Reduced |