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Livermore
Livermore
ZHEN

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 2026

Institutional positions in Marzetti Co as of Mar 31, 2026. 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
365
+24 vs. Q4 2025
Shares held
17.8M
+3.38M (+23.4%) vs. Q4 2025
Total value
$2.47B
+$92.6M (+3.9%) vs. Q4 2025
New holders
68
139 more added
Sold out
44
116 more reduced

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 365 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 2026: $2.47B
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 2026

Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q4 2025.

Institutions holding MZTI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
SRS Capital Advisors, Inc.1,320$182.7K0.01%+197+17.5%Added
New Age Alpha Advisors, LLC1,340$185.4K0.01%−31−2.3%Reduced
Bokf, NA1,372$189.8K0.00%+1,372New
O'Shaughnessy Asset Management, LLC1,472$203.6K0.00%−260−15.0%Reduced
Axq Capital, LP1,495$206.8K0.03%+179+13.6%Added
Securian Asset Management, Inc1,497$207.1K0.01%00.0%Unchanged
Regions Financial Corp1,525$211.0K0.00%−35−2.2%Reduced
Virtus ETF Advisers LLC1,538$212.8K0.10%+350+29.5%Added
Trust Point Inc.1,553$214.8K0.02%+74+5.0%Added
Flatrock Wealth Partners LLC1,585$219.2K0.10%+21+1.3%Added
Principal Securities, Inc.1,585$219.3K0.00%+144+10.0%Added
Virtu Financial LLC1,600$221.0K0.01%−5,015−75.8%Reduced
Federated Hermes, Inc.1,613$223.1K0.00%−23−1.4%Reduced
Atria Investments LLC1,637$226.5K0.00%+278+20.5%Added
Neuberger Berman Group LLC1,750$242.1K0.00%−291−14.3%Reduced
Parallel Advisors, LLC1,880$260.1K0.00%−332−15.0%Reduced
Dakota Wealth Management1,929$266.8K0.01%+1,929New
Headlands Technologies LLC1,940$268.4K0.03%−716−27.0%Reduced
Aigen Investment Management, LP1,980$273.9K0.07%+1,980New
Cassaday & Co Wealth Management LLC2,002$276.9K0.01%00.0%Unchanged
Legacy Wealth Asset Management, LLC2,034$281.4K0.07%−1,678−45.2%Reduced
Mercer Global Advisors Inc2,064$285.5K0.00%+788+61.8%Added
Public Employees Retirement Association of Colorado2,073$287.0K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc2,145$296.7K0.00%00.0%Unchanged
Janney Montgomery Scott LLC2,220$307.0K0.00%+2,220New
Sanctuary Advisors, LLC2,268$313.7K0.00%−410−15.3%Reduced
Jump Financial, LLC2,300$318.2K0.00%−3,414−59.7%Reduced
Fifth Third Wealth Advisors LLC2,310$319.5K0.01%−10.0%Reduced
Pacer Advisors, Inc.2,345$324.0K0.00%−88−3.6%Reduced
Advisors Asset Management, Inc.2,352$325.4K0.01%+2,352New
First National Advisers, LLC2,401$332.1K0.05%+10+0.4%Added
Franklin Resources Inc2,419$334.6K0.00%−555−18.7%Reduced
Independence Bank of Kentucky2,457$339.9K0.04%−1,180−32.4%Reduced
nVerses Capital, LLC2,514$347.8K0.32%+2,514New
Summit Wealth Group, LLC2,541$351.5K0.08%+18+0.7%Added
Gotham Asset Management, LLC2,598$359.4K0.00%−1,482−36.3%Reduced
Captrust Financial Advisors2,601$359.8K0.00%+301+13.1%Added
Empowered Funds, LLC2,641$365.3K0.00%+2,641New
Bank of Nova Scotia2,705$374.2K0.00%+2,705New
AlphaGrep UK Ltd2,799$387.2K0.11%+1,443+106.4%Added
Wiley Bros.-Aintree Capital, LLC2,830$391.5K0.00%−434−13.3%Reduced
HighTower Advisors, LLC2,844$393.4K0.00%−408−12.5%Reduced
Xponance, Inc.2,854$394.8K0.00%+403+16.4%Added
Sequoia Financial Advisors, LLC2,866$396.5K0.00%−933−24.6%Reduced
Aviva PLC2,893$400.2K0.00%+21+0.7%Added
Wealth Enhancement Advisory Services, LLC2,842$402.6K0.00%+1,340+89.2%Added
Gallacher Capital Management LLC2,982$412.5K0.16%+2,982New
Asset Management One Co.,Ltd.3,046$421.4K0.00%00.0%Unchanged
Verition Fund Management LLC3,163$437.5K0.00%−11,634−78.6%Reduced
Dark Forest Capital Management LP3,177$439.5K0.04%−10,541−76.8%Reduced
State of Alaska, Department of Revenue3,223$445.0K0.00%00.0%Unchanged
Triad Wealth Partners, LLC3,248$449.3K0.04%−578−15.1%Reduced
ICW Investment Advisors LLC3,255$450.3K0.16%−187−5.4%Reduced
Occudo Quantitative Strategies LP3,531$460.0K0.03%+3,531New
Qube Research & Technologies Ltd3,344$462.6K0.00%+3,344New
Integrated Wealth Concepts LLC3,347$463.0K0.00%+3,347New
Advisors Capital Management, LLC3,366$465.6K0.01%−200−5.6%Reduced
Daiwa Securities Group Inc.3,376$467.0K0.00%+595+21.4%Added
Foguth Wealth Management, LLC.4,181$468.0K0.05%+30+0.7%Added
Pictet Asset Management Holding SA3,456$478.1K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC3,460$478.6K0.00%+300+9.5%Added
Prudential Financial Inc3,491$482.9K0.00%+2,027+138.5%Added
Resona Asset Management Co.,Ltd.3,534$488.9K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,556$491.9K0.00%+964+37.2%Added
JustInvest LLC3,644$504.1K0.00%−120−3.2%Reduced
Inceptionr LLC3,649$504.8K0.12%+3,649New
CWM Advisors, LLC3,663$506.7K0.03%+812+28.5%Added
Cetera Investment Advisers3,740$517.3K0.00%+1,460+64.0%Added
Cresset Asset Management, LLC3,759$520.0K0.00%−61−1.6%Reduced
State Board of Administration of Florida Retirement System3,798$525.4K0.00%+1,656+77.3%Added
Glenmede Trust Co NA3,811$527.2K0.00%+59+1.6%Added
US Bancorp3,926$543.1K0.00%+111+2.9%Added
Naples Global Advisors, LLC3,996$552.8K0.04%+475+13.5%Added
HSBC Holdings PLC3,987$560.0K0.00%−7,214−64.4%Reduced
Steward Partners Investment Advisory, LLC4,058$561.3K0.00%+4,058New
New Mexico Educational Retirement Board4,100$567.0K0.02%00.0%Unchanged
Skylands Capital, LLC4,100$567.2K0.07%+4,100New
M&T Bank Corp4,152$574.6K0.00%+230+5.9%Added
Oregon Public Employees Retirement Fund4,162$575.7K0.01%+100+2.5%Added
Dynamic Technology Lab Private Ltd4,210$582.4K0.10%+2,790+196.5%Added
Ade, LLC4,500$622.5K0.30%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC4,546$628.8K0.01%−5−0.1%Reduced
William B. Walkup & Associates, Inc.3,625$634.4K0.38%+49+1.4%Added
Terry L. Blaker4,700$650.2K0.02%00.0%Unchanged
Legato Capital Management LLC4,832$668.4K0.06%+4,832New
State of Michigan Retirement System4,932$682.2K0.00%+100+2.1%Added
Voleon Capital Management LP4,941$683.5K0.01%+1,544+45.5%Added
Vanguard Investments Australia, Ltd.5,037$696.8K0.00%+5,037New
Graham Capital Management, L.P.5,081$702.9K0.02%+1,090+27.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,085$703.4K0.00%−5−0.1%Reduced
Advisor Group Holdings, Inc.5,098$705.1K0.00%+2,311+82.9%Added
Lido Advisors, LLC5,123$708.7K0.00%−321−5.9%Reduced
Numerai GP LLC5,160$713.8K0.07%+5,160New
MAI Capital Management5,214$721.3K0.00%+277+5.6%Added
Public Employees Retirement System of Ohio5,359$741.3K0.00%+27+0.5%Added
Vestmark Advisory Solutions, Inc.5,411$748.5K0.01%+3,854+247.5%Added
Dearborn Partners LLC5,411$748.6K0.04%+2,267+72.1%Added
Police & Firemen's Retirement System of New Jersey5,534$765.5K0.01%00.0%Unchanged
Arizona State Retirement System5,663$783.4K0.00%−116−2.0%Reduced
Oppenheimer Asset Management Inc.5,715$790.6K0.01%+223+4.1%Added