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Zevia PBC

ZVIA
Exchange
NYSE
Industry
Bottled & Canned Soft Drinks & Carbonated Waters
SEC CIK
0001854139

No open-market purchases or sales by Zevia PBC insiders were filed in the last 90 days; 101 institutions reported holding it in 13F filings for Q2 2026, worth $67.8M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Zevia PBC 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
109
+10 vs. Q3 2025
Shares held
46.4M
+6.91M (+17.5%) vs. Q3 2025
Total value
$107.7M
+$255.5K (+0.2%) vs. Q3 2025
New holders
25
45 more added
Sold out
15
19 more reduced

1 institution 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 ZVIA 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 holdersQ4 2025: 109 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 57 institutionsQ4 2021: 56 institutionsQ1 2022: 62 institutionsQ2 2022: 47 institutionsQ3 2022: 47 institutionsQ4 2022: 59 institutionsQ1 2023: 64 institutionsQ2 2023: 69 institutionsQ3 2023: 58 institutionsQ4 2023: 63 institutionsQ1 2024: 50 institutionsQ2 2024: 59 institutionsQ3 2024: 39 institutionsQ4 2024: 65 institutionsQ1 2025: 81 institutionsQ2 2025: 97 institutionsQ3 2025: 100 institutionsQ4 2025: 109 institutionsQ1 2026: 118 institutionsQ2 2026: 101 institutions
Value heldQ4 2025: $107.7M
Q1 2021: $0Q2 2021: $0Q3 2021: $348.8MQ4 2021: $233.4MQ1 2022: $203.2MQ2 2022: $78.3MQ3 2022: $128.6MQ4 2022: $124.0MQ1 2023: $120.1MQ2 2023: $142.5MQ3 2023: $70.7MQ4 2023: $63.7MQ1 2024: $36.4MQ2 2024: $18.7MQ3 2024: $28.5MQ4 2024: $125.6MQ1 2025: $71.8MQ2 2025: $124.7MQ3 2025: $107.6MQ4 2025: $107.7MQ1 2026: $52.6MQ2 2026: $67.8M
Institutions holding ZVIA and their total value by quarter
QuarterHoldersValue
Q2 2026101$67.8M
Q1 2026118$52.6M
Q4 2025109$107.7M
Q3 2025100$107.6M
Q2 202597$124.7M
Q1 202581$71.8M
Q4 202465$125.6M
Q3 202439$28.5M
Q2 202459$18.7M
Q1 202450$36.4M
Q4 202363$63.7M
Q3 202358$70.7M
Q2 202369$142.5M
Q1 202364$120.1M
Q4 202259$124.0M
Q3 202247$128.6M
Q2 202247$78.3M
Q1 202262$203.2M
Q4 202156$233.4M
Q3 202157$348.8M
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Zevia PBC; share changes are against Q3 2025.

Institutions holding ZVIA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP3$70.00%+3New
True Wealth Design, LLC9$210.00%+9New
Larson Financial Group LLC20$460.00%00.0%Unchanged
MAI Capital Management56$1300.00%+56New
The PNC Financial Services Group, Inc.75$1740.00%+22+41.5%Added
SRS Capital Advisors, Inc.85$1980.00%−164−65.9%Reduced
Kilter Group LLC140$3250.00%+140New
Parallel Advisors, LLC150$3480.00%00.0%Unchanged
Sterling Capital Management LLC221$5130.00%+139+169.5%Added
SBI Securities Co., Ltd.301$6980.00%00.0%Unchanged
Spire Wealth Management350$8120.00%−3,000−89.6%Reduced
CWM, LLC261$1.00K0.00%+158+153.4%Added
Global Retirement Partners, LLC450$1.04K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC673$1.56K0.00%00.0%Unchanged
Fortitude Family Office, LLC967$2.24K0.00%+967New
LRI Investments, LLC1,000$2.32K0.00%+1,000New
Group One Trading, L.P.1,111$2.58K0.00%+1,111New
Citigroup Inc1,257$2.92K0.00%−184−12.8%Reduced
Amalgamated Bank1,745$4.00K0.00%+667+61.9%Added
Royal Bank of Canada2,721$6.00K0.00%+1,809+198.4%Added
Ameritas Investment Partners, Inc.3,222$7.47K0.00%00.0%Unchanged
California State Teachers Retirement System3,416$7.92K0.00%+1,446+73.4%Added
Tower Research Capital LLC (TRC)4,513$10.5K0.00%−53−1.2%Reduced
CIBC Private Wealth Group, LLC5,555$12.9K0.00%+5,555New
Legal & General Group Plc6,078$14.1K0.00%+2,567+73.1%Added
FMR LLC6,151$14.3K0.00%+3,264+113.1%Added
Federated Hermes, Inc.7,430$17.2K0.00%+6,078+449.6%Added
Police & Firemen's Retirement System of New Jersey7,907$18.3K0.00%00.0%Unchanged
Acadian Asset Management LLC10,372$23.0K0.00%−177,403−94.5%Reduced
Catalina Capital Group, LLC10,000$23.2K0.01%00.0%Unchanged
Field & Main Bank10,000$23.2K0.01%+10,000New
Modera Wealth Management, LLC10,040$23.3K0.00%00.0%Unchanged
ProShare Advisors LLC10,150$23.5K0.00%+10,150New
Quadrature Capital Ltd11,201$26.0K0.00%+11,201New
XTX Topco Ltd11,704$27.2K0.00%−15,993−57.7%Reduced
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors11,721$27.2K0.00%+11,721New
Engineers Gate Manager LP11,962$27.8K0.00%+11,962New
Raymond James Financial Inc11,980$27.8K0.00%−1,988−14.2%Reduced
DKM Wealth Management, Inc.13,000$30.2K0.02%00.0%Unchanged
SG Americas Securities, LLC13,247$31.0K0.00%+13,247New
Intech Investment Management LLC14,352$33.3K0.00%00.0%Unchanged
Prudential Financial Inc14,465$33.6K0.00%+14,465New
Tocqueville Asset Management L.P.16,228$37.6K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The16,474$38.2K0.00%+16,474New
Price T Rowe Associates Inc19,553$46.0K0.00%+3,608+22.6%Added
Mariner, LLC20,530$47.6K0.00%+3,591+21.2%Added
First Manhattan Co22,000$51.0K0.00%00.0%Unchanged
American Century Companies Inc23,631$54.8K0.00%−16,670−41.4%Reduced
Bank of Montreal24,579$57.0K0.00%−10,787−30.5%Reduced
Invesco Ltd.25,293$58.7K0.00%+2,298+10.0%Added
Mirae Asset Global ETFs Holdings Ltd.25,747$59.7K0.00%+11,270+77.8%Added
Graham Capital Management, L.P.26,219$60.8K0.00%−5,047−16.1%Reduced
Verition Fund Management LLC27,995$64.9K0.00%+15,024+115.8%Added
State of Wyoming28,261$65.6K0.01%+5,335+23.3%Added
Deutsche Bank AG28,357$65.8K0.00%00.0%Unchanged
Virtu Financial LLC28,447$66.0K0.00%+28,447New
New York State Common Retirement Fund28,500$66.1K0.00%00.0%Unchanged
Nwam LLC36,641$84.8K0.00%00.0%Unchanged
Gsa Capital Partners LLP37,204$86.0K0.01%+37,204New
Rhumbline Advisers40,693$94.4K0.00%−4,369−9.7%Reduced
BNP Paribas Arbitrage, SA43,236$100.3K0.00%+36,408+533.2%Added
R Squared Ltd44,012$102.1K0.05%+30,627+228.8%Added
Northwestern Mutual Wealth Management Co50,350$116.8K0.00%+40.0%Added
Russell Investments Group, Ltd.52,361$121.5K0.00%−2,173−4.0%Reduced
Algert Global LLC60,450$140.2K0.00%−6,950−10.3%Reduced
Wells Fargo & Company60,750$140.9K0.00%+38,894+178.0%Added
Millennium Management LLC64,401$149.4K0.00%+64,401New
Alliancebernstein L.P.64,490$149.6K0.00%+18,180+39.3%Added
JPMorgan Chase & Co77,117$178.9K0.00%+62,929+443.5%Added
Barclays PLC86,775$201.3K0.00%+33,473+62.8%Added
Bank of America Corp92,161$213.8K0.00%+82,344+838.8%Added
Bank of New York Mellon Corp99,526$230.9K0.00%+26,115+35.6%Added
Lotus Technology Management, LP107,508$249.4K0.14%+107,508New
AQR Capital Management LLC112,036$259.9K0.00%+77,753+226.8%Added
Morgan Stanley115,702$268.4K0.00%+77,434+202.3%Added
TD Waterhouse Canada Inc.131,042$302.7K0.00%+8,237+6.7%Added
UBS Group AG137,410$318.8K0.00%+112,579+453.4%Added
Colony Group, LLC142,939$331.6K0.00%−142,953−50.0%Reduced
STRS Ohio150,500$349.2K0.00%00.0%Unchanged
Canada Pension Plan Investment Board150,700$349.6K0.00%+150,700New
Nuveen, LLC153,510$356.1K0.00%+112,381+273.2%Added
Centiva Capital, LP154,093$357.5K0.02%+65,473+73.9%Added
Charles Schwab Investment Management Inc157,587$365.6K0.00%+58,207+58.6%Added
Emerald Advisers, LLC166,403$386.1K0.01%00.0%Unchanged
Bridgeway Capital Management, LLC191,700$444.7K0.01%+81,100+73.3%Added
Squarepoint Ops LLC211,365$490.4K0.00%−69,317−24.7%Reduced
Citadel Advisors LLC295,501$685.6K0.00%+172,724+140.7%Added
D. E. Shaw & Co., Inc.343,874$797.8K0.00%+240,711+233.3%Added
Jane Street Group, LLC345,515$801.6K0.00%+345,515New
Northern Trust Corp350,950$814.2K0.00%+92,024+35.5%Added
Goldman Sachs Group Inc351,525$815.5K0.00%+116,832+49.8%Added
Two Sigma Advisers, LP357,200$828.7K0.00%+312,500+699.1%Added
Point72 Asset Management, L.P.366,243$849.7K0.00%+366,243New
Qube Research & Technologies Ltd431,409$1.00M0.00%+312,555+263.0%Added
Dimensional Fund Advisors LP435,731$1.01M0.00%+129,632+42.3%Added
State Street Corp492,671$1.14M0.00%−25,042−4.8%Reduced
Jacobs Levy Equity Management, Inc527,498$1.22M0.00%+418,077+382.1%Added
Renaissance Technologies LLC608,826$1.41M0.00%+222,000+57.4%Added
Two Sigma Investments, LP681,929$1.58M0.00%+592,333+661.1%Added
Emerald Mutual Fund Advisers Trust800,124$1.86M0.09%−124,000−13.4%Reduced