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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Marzetti Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JustInvest LLC | 3,644 | $504.1K | 0.00% | −120−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,556 | $491.9K | 0.00% | +964+37.2% | Added |
| Resona Asset Management Co.,Ltd. | 3,534 | $488.9K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,491 | $482.9K | 0.00% | +2,027+138.5% | Added |
| Commonwealth Equity Services, LLC | 3,460 | $478.6K | 0.00% | +300+9.5% | Added |
| Pictet Asset Management Holding SA | 3,456 | $478.1K | 0.00% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 4,181 | $468.0K | 0.05% | +30+0.7% | Added |
| Daiwa Securities Group Inc. | 3,376 | $467.0K | 0.00% | +595+21.4% | Added |
| Advisors Capital Management, LLC | 3,366 | $465.6K | 0.01% | −200−5.6% | Reduced |
| Integrated Wealth Concepts LLC | 3,347 | $463.0K | 0.00% | +3,347 | New |
| Qube Research & Technologies Ltd | 3,344 | $462.6K | 0.00% | +3,344 | New |
| Occudo Quantitative Strategies LP | 3,531 | $460.0K | 0.03% | +3,531 | New |
| ICW Investment Advisors LLC | 3,255 | $450.3K | 0.16% | −187−5.4% | Reduced |
| Triad Wealth Partners, LLC | 3,248 | $449.3K | 0.04% | −578−15.1% | Reduced |
| State of Alaska, Department of Revenue | 3,223 | $445.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,177 | $439.5K | 0.04% | −10,541−76.8% | Reduced |
| Verition Fund Management LLC | 3,163 | $437.5K | 0.00% | −11,634−78.6% | Reduced |
| Asset Management One Co.,Ltd. | 3,046 | $421.4K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,982 | $412.5K | 0.16% | +2,982 | New |
| Wealth Enhancement Advisory Services, LLC | 2,842 | $402.6K | 0.00% | +1,340+89.2% | Added |
| Aviva PLC | 2,893 | $400.2K | 0.00% | +21+0.7% | Added |
| Sequoia Financial Advisors, LLC | 2,866 | $396.5K | 0.00% | −933−24.6% | Reduced |
| Xponance, Inc. | 2,854 | $394.8K | 0.00% | +403+16.4% | Added |
| HighTower Advisors, LLC | 2,844 | $393.4K | 0.00% | −408−12.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,830 | $391.5K | 0.00% | −434−13.3% | Reduced |
| AlphaGrep UK Ltd | 2,799 | $387.2K | 0.11% | +1,443+106.4% | Added |
| Bank of Nova Scotia | 2,705 | $374.2K | 0.00% | +2,705 | New |
| Empowered Funds, LLC | 2,641 | $365.3K | 0.00% | +2,641 | New |
| Captrust Financial Advisors | 2,601 | $359.8K | 0.00% | +301+13.1% | Added |
| Gotham Asset Management, LLC | 2,598 | $359.4K | 0.00% | −1,482−36.3% | Reduced |
| Summit Wealth Group, LLC | 2,541 | $351.5K | 0.08% | +18+0.7% | Added |
| nVerses Capital, LLC | 2,514 | $347.8K | 0.32% | +2,514 | New |
| Independence Bank of Kentucky | 2,457 | $339.9K | 0.04% | −1,180−32.4% | Reduced |
| Franklin Resources Inc | 2,419 | $334.6K | 0.00% | −555−18.7% | Reduced |
| First National Advisers, LLC | 2,401 | $332.1K | 0.05% | +10+0.4% | Added |
| Advisors Asset Management, Inc. | 2,352 | $325.4K | 0.01% | +2,352 | New |
| Pacer Advisors, Inc. | 2,345 | $324.0K | 0.00% | −88−3.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,310 | $319.5K | 0.01% | −10.0% | Reduced |
| Jump Financial, LLC | 2,300 | $318.2K | 0.00% | −3,414−59.7% | Reduced |
| Sanctuary Advisors, LLC | 2,268 | $313.7K | 0.00% | −410−15.3% | Reduced |
| Janney Montgomery Scott LLC | 2,220 | $307.0K | 0.00% | +2,220 | New |
| Ensign Peak Advisors, Inc | 2,145 | $296.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,073 | $287.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,064 | $285.5K | 0.00% | +788+61.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,034 | $281.4K | 0.07% | −1,678−45.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,002 | $276.9K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,980 | $273.9K | 0.07% | +1,980 | New |
| Headlands Technologies LLC | 1,940 | $268.4K | 0.03% | −716−27.0% | Reduced |
| Dakota Wealth Management | 1,929 | $266.8K | 0.01% | +1,929 | New |
| Parallel Advisors, LLC | 1,880 | $260.1K | 0.00% | −332−15.0% | Reduced |
| Neuberger Berman Group LLC | 1,750 | $242.1K | 0.00% | −291−14.3% | Reduced |
| Atria Investments LLC | 1,637 | $226.5K | 0.00% | +278+20.5% | Added |
| Federated Hermes, Inc. | 1,613 | $223.1K | 0.00% | −23−1.4% | Reduced |
| Virtu Financial LLC | 1,600 | $221.0K | 0.01% | −5,015−75.8% | Reduced |
| Principal Securities, Inc. | 1,585 | $219.3K | 0.00% | +144+10.0% | Added |
| Flatrock Wealth Partners LLC | 1,585 | $219.2K | 0.10% | +21+1.3% | Added |
| Trust Point Inc. | 1,553 | $214.8K | 0.02% | +74+5.0% | Added |
| Virtus ETF Advisers LLC | 1,538 | $212.8K | 0.10% | +350+29.5% | Added |
| Regions Financial Corp | 1,525 | $211.0K | 0.00% | −35−2.2% | Reduced |
| Securian Asset Management, Inc | 1,497 | $207.1K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 1,495 | $206.8K | 0.03% | +179+13.6% | Added |
| O'Shaughnessy Asset Management, LLC | 1,472 | $203.6K | 0.00% | −260−15.0% | Reduced |
| Bokf, NA | 1,372 | $189.8K | 0.00% | +1,372 | New |
| New Age Alpha Advisors, LLC | 1,340 | $185.4K | 0.01% | −31−2.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,320 | $182.7K | 0.01% | +197+17.5% | Added |
| Quadrant Capital Group LLC | 1,281 | $177.2K | 0.01% | −81−5.9% | Reduced |
| Signaturefd, LLC | 1,164 | $161.0K | 0.00% | −188−13.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,106 | $153.0K | 0.00% | +536+94.0% | Added |
| Tower Research Capital LLC (TRC) | 1,047 | $144.8K | 0.00% | +44+4.4% | Added |
| Ancora Advisors, LLC | 1,026 | $141.9K | 0.00% | −3,260−76.1% | Reduced |
| Advisory Services Network, LLC | 900 | $124.5K | 0.00% | +900 | New |
| Atlantic Union Bankshares Corp | 832 | $115.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 660 | $91.3K | 0.00% | +315+91.3% | Added |
| Allworth Financial LP | 641 | $88.7K | 0.00% | +164+34.4% | Added |
| Caitong International Asset Management Co., Ltd | 605 | $83.7K | 0.02% | +406+204.0% | Added |
| Huntington National Bank | 556 | $76.9K | 0.00% | −64−10.3% | Reduced |
| Horizon Investments, LLC | 553 | $76.5K | 0.00% | −9,248−94.4% | Reduced |
| STRS Ohio | 500 | $69.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 495 | $68.5K | 0.00% | −546−52.4% | Reduced |
| Rothschild Investment LLC | 442 | $61.1K | 0.00% | +355+408.0% | Added |
| Covestor Ltd | 428 | $59.0K | 0.04% | −137−24.2% | Reduced |
| Nisa Investment Advisors, LLC | 409 | $56.6K | 0.00% | +30+7.9% | Added |
| State of Wyoming | 404 | $55.9K | 0.01% | +404 | New |
| Clarity Asset Management, Inc. | 396 | $54.7K | 0.03% | +32+8.8% | Added |
| Bayforest Capital Ltd | 382 | $52.8K | 0.06% | −1,385−78.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 307 | $42.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 282 | $39.1K | 0.00% | −32−10.2% | Reduced |
| Basecamp Wealth Advisors LLC | 232 | $32.1K | 0.01% | −11−4.5% | Reduced |
| Lodestone Wealth Management LLC | 228 | $31.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 225 | $31.3K | 0.00% | +13+6.1% | Added |
| Wall Street Access Asset Management, LLC | 180 | $31.1K | 0.01% | +180 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $27.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 187 | $25.9K | 0.00% | −130−41.0% | Reduced |
| Kemnay Advisory Services Inc. | 162 | $22.4K | 0.00% | −352−68.5% | Reduced |
| Umb Bank N A | 150 | $20.8K | 0.00% | +51+51.5% | Added |
| Geneos Wealth Management Inc. | 135 | $18.7K | 0.00% | +135 | New |
| Sterling Capital Management LLC | 130 | $18.0K | 0.00% | −2−1.5% | Reduced |
| Wellington-Altus USA Inc. | 148 | $16.9K | 0.01% | −17−10.3% | Reduced |
| Private Trust Co NA | 119 | $16.5K | 0.00% | +119 | New |
| Essential Partners LLC | 117 | $16.2K | 0.01% | +15+14.7% | Added |