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, Q4 2025
Institutional positions in Marzetti Co as of Dec 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
- 346
- +15 vs. Q3 2025
- Shares held
- 16.7M
- −4.37K (0.0%) vs. Q3 2025
- Total value
- $2.75B
- −$140.5M (−4.9%) vs. Q3 2025
- New holders
- 47
- 119 more added
- Sold out
- 32
- 144 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 1 | $164 | 0.00% | −13−92.9% | Reduced |
| Quent Capital, LLC | 1 | $164 | 0.00% | −4−80.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $164 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $164 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $164 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 2 | $329 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $329 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $329 | 0.00% | +2 | New |
| CVA Family Office, LLC | 3 | $493 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $494 | 0.00% | +1+50.0% | Added |
| Torren Management, LLC | 4 | $683 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 5 | $822 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $823 | 0.00% | −1−16.7% | Reduced |
| Westfuller Advisors, LLC | 6 | $959 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 6 | $986 | 0.00% | +6 | New |
| WPG Advisers, LLC | 6 | $987 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6 | $987 | 0.00% | +6 | New |
| Sunrise Financial Services, LLC | 6 | $987 | 0.00% | +6 | New |
| Navigoe, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $1.65K | 0.00% | +7+233.3% | Added |
| Marquette Asset Management, LLC | 10 | $1.65K | 0.00% | +10 | New |
| Quarry LP | 11 | $1.81K | 0.00% | −340−96.9% | Reduced |
| Bell Investment Advisors, Inc | 11 | $1.81K | 0.00% | −7−38.9% | Reduced |
| Assetmark, Inc | 12 | $1.97K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13 | $2.14K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 18 | $2.96K | 0.00% | +2+12.5% | Added |
| JFS Wealth Advisors, LLC | 18 | $2.96K | 0.00% | +6+50.0% | Added |
| SBI Securities Co., Ltd. | 19 | $3.12K | 0.00% | +3+18.8% | Added |
| Keating Financial Advisory Services, Inc. | 20 | $3.29K | 0.00% | +20 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $3.62K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $4.44K | 0.00% | −19−41.3% | Reduced |
| Vestcor Inc | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $6.74K | 0.00% | −12−22.6% | Reduced |
| LRI Investments, LLC | 43 | $7.02K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $7.49K | 0.00% | +1+2.2% | Added |
| Fortitude Family Office, LLC | 48 | $7.89K | 0.00% | −21−30.4% | Reduced |
| SJS Investment Consulting Inc. | 48 | $7.89K | 0.00% | +46+2,300.0% | Added |
| CoreCap Advisors, LLC | 50 | $8.22K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 58 | $9.54K | 0.00% | +43+286.7% | Added |
| Whittier Trust Co of Nevada Inc | 59 | $9.76K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 70 | $11.5K | 0.00% | +70 | New |
| Root Financial Partners, LLC | 72 | $11.8K | 0.00% | +16+28.6% | Added |
| Harbor Capital Advisors, Inc. | 83 | $14.0K | 0.00% | −1−1.2% | Reduced |
| Los Angeles Capital Management LLC | 91 | $14.3K | 0.00% | +91 | New |
| Rothschild Investment LLC | 87 | $14.3K | 0.00% | +52+148.6% | Added |
| IFP Advisors, Inc | 98 | $16.1K | 0.00% | +52+113.0% | Added |
| Smartleaf Asset Management LLC | 99 | $16.2K | 0.00% | −8−7.5% | Reduced |
| Umb Bank N A | 99 | $16.3K | 0.00% | −91−47.9% | Reduced |
| Danske Bank A/S | 100 | $16.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 102 | $16.8K | 0.01% | +56+121.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 109 | $18.0K | 0.00% | −10−8.4% | Reduced |
| Hantz Financial Services, Inc. | 125 | $21.0K | 0.00% | +50+66.7% | Added |
| Sterling Capital Management LLC | 132 | $21.7K | 0.00% | +83+169.4% | Added |
| Optiver Holding B.V. | 135 | $22.2K | 0.00% | −32−19.2% | Reduced |
| TD Private Client Wealth LLC | 136 | $22.4K | 0.00% | +2+1.5% | Added |
| Jones Financial Companies LLLP | 149 | $24.5K | 0.00% | +85+132.8% | Added |
| Versant Capital Management, Inc | 150 | $24.7K | 0.00% | +138+1,150.0% | Added |
| Wellington-Altus USA Inc. | 165 | $27.1K | 0.02% | +165 | New |
| CIBC Private Wealth Group, LLC | 192 | $31.6K | 0.00% | −14−6.8% | Reduced |
| Parkside Financial Bank & Trust | 195 | $32.1K | 0.00% | +157+413.2% | Added |
| Caitong International Asset Management Co., Ltd | 199 | $32.7K | 0.01% | +198+19,800.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $32.9K | 0.01% | +200 | New |
| Rockefeller Capital Management L.P. | 212 | $35.0K | 0.00% | +157+285.5% | Added |
| Lodestone Wealth Management LLC | 228 | $37.5K | 0.02% | +228 | New |
| Aster Capital Management (DIFC) Ltd | 242 | $39.8K | 0.02% | +242 | New |
| Basecamp Wealth Advisors LLC | 243 | $40.0K | 0.01% | +243 | New |
| Quest Partners LLC | 300 | $49.3K | 0.00% | +222+284.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 307 | $50.5K | 0.01% | +307 | New |
| Farther Finance Advisors, LLC | 314 | $51.6K | 0.00% | +182+137.9% | Added |
| Creative Financial Designs Inc | 317 | $52.1K | 0.00% | −655−67.4% | Reduced |
| Ronald Blue Trust, Inc. | 345 | $56.7K | 0.00% | −284−45.2% | Reduced |
| Clarity Asset Management, Inc. | 364 | $59.9K | 0.03% | +2+0.6% | Added |
| Nisa Investment Advisors, LLC | 379 | $62.3K | 0.00% | −68−15.2% | Reduced |
| Kestra Advisory Services, LLC | 394 | $64.8K | 0.00% | +394 | New |
| Brown Brothers Harriman & Co | 400 | $65.8K | 0.00% | −44−9.9% | Reduced |
| Allworth Financial LP | 477 | $78.4K | 0.00% | +69+16.9% | Added |
| STRS Ohio | 500 | $82.2K | 0.00% | −200−28.6% | Reduced |
| Kemnay Advisory Services Inc. | 514 | $84.5K | 0.01% | +514 | New |
| Covestor Ltd | 565 | $93.0K | 0.05% | +75+15.3% | Added |
| EverSource Wealth Advisors, LLC | 570 | $93.7K | 0.00% | +25+4.6% | Added |
| Huntington National Bank | 620 | $101.9K | 0.00% | +37+6.3% | Added |
| KBC Group NV | 724 | $119.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 832 | $136.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,003 | $164.9K | 0.00% | −252−20.1% | Reduced |
| GAMMA Investing LLC | 1,041 | $171.2K | 0.01% | +669+179.8% | Added |
| SRS Capital Advisors, Inc. | 1,123 | $184.6K | 0.01% | −2,216−66.4% | Reduced |
| Virtus ETF Advisers LLC | 1,188 | $195.3K | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,228 | $201.0K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,256 | $206.5K | 0.00% | −27−2.1% | Reduced |
| Jain Global LLC | 1,269 | $208.6K | 0.00% | +1,269 | New |
| Mercer Global Advisors Inc | 1,276 | $209.8K | 0.00% | +1,276 | New |
| Vident Advisory, LLC | 1,278 | $210.1K | 0.00% | −138−9.7% | Reduced |
| MQS Management LLC | 1,281 | $210.6K | 0.12% | −242−15.9% | Reduced |
| We Are One Seven, LLC | 1,282 | $210.8K | 0.00% | +13+1.0% | Added |
| Tudor Investment Corp Et Al | 1,303 | $214.2K | 0.00% | +1,303 | New |
| Axq Capital, LP | 1,316 | $216.4K | 0.05% | −504−27.7% | Reduced |
| CIBC World Markets Corp | 1,330 | $218.7K | 0.00% | +1,330 | New |
| SummitTX Capital, L.P. | 1,339 | $220.2K | 0.01% | +1,339 | New |