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, Q1 2026
Institutional positions in Zevia PBC 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
- 118
- +12 vs. Q4 2025
- Shares held
- 44.9M
- +761.1K (+1.7%) vs. Q4 2025
- Total value
- $52.6M
- −$49.8M (−48.6%) vs. Q4 2025
- New holders
- 33
- 39 more added
- Sold out
- 21
- 33 more reduced
3 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 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 101 | $67.8M |
| Q1 2026 | 118 | $52.6M |
| Q4 2025 | 109 | $107.7M |
| Q3 2025 | 100 | $107.6M |
| Q2 2025 | 97 | $124.7M |
| Q1 2025 | 81 | $71.8M |
| Q4 2024 | 65 | $125.6M |
| Q3 2024 | 39 | $28.5M |
| Q2 2024 | 59 | $18.7M |
| Q1 2024 | 50 | $36.4M |
| Q4 2023 | 63 | $63.7M |
| Q3 2023 | 58 | $70.7M |
| Q2 2023 | 69 | $142.5M |
| Q1 2023 | 64 | $120.1M |
| Q4 2022 | 59 | $124.0M |
| Q3 2022 | 47 | $128.6M |
| Q2 2022 | 47 | $78.3M |
| Q1 2022 | 62 | $203.2M |
| Q4 2021 | 56 | $233.4M |
| Q3 2021 | 57 | $348.8M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Zevia PBC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 2 | $2 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $4 | 0.00% | +3 | New |
| Basecamp Wealth Advisors LLC | 10 | $12 | 0.00% | +10 | New |
| Larson Financial Group LLC | 20 | $23 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 41 | $47 | 0.00% | +41 | New |
| Sunbelt Securities, Inc. | 64 | $75 | 0.00% | +64 | New |
| Wealth Preservation Advisors, LLC | 71 | $83 | 0.00% | +71 | New |
| True Wealth Design, LLC | 120 | $141 | 0.00% | +111+1,233.3% | Added |
| Parallel Advisors, LLC | 150 | $176 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 160 | $187 | 0.00% | +85+113.3% | Added |
| Farther Finance Advisors, LLC | 162 | $190 | 0.00% | +162 | New |
| Rothschild Investment LLC | 212 | $248 | 0.00% | +212 | New |
| IFP Advisors, Inc | 278 | $325 | 0.00% | +278 | New |
| Group One Trading, L.P. | 291 | $340 | 0.00% | −820−73.8% | Reduced |
| SRS Capital Advisors, Inc. | 306 | $359 | 0.00% | +221+260.0% | Added |
| Sterling Capital Management LLC | 361 | $422 | 0.00% | +140+63.3% | Added |
| MAI Capital Management | 440 | $515 | 0.00% | +384+685.7% | Added |
| EverSource Wealth Advisors, LLC | 615 | $720 | 0.00% | +615 | New |
| Fortitude Family Office, LLC | 691 | $808 | 0.00% | −276−28.5% | Reduced |
| Allworth Financial LP | 748 | $876 | 0.00% | +745+24,833.3% | Added |
| LRI Investments, LLC | 1,000 | $1.17K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,500 | $1.75K | 0.00% | +1,500 | New |
| Rossby Financial, LCC | 1,500 | $1.75K | 0.00% | +1,500 | New |
| SBI Securities Co., Ltd. | 2,547 | $2.98K | 0.00% | +2,246+746.2% | Added |
| Citigroup Inc | 2,912 | $3.41K | 0.00% | +1,655+131.7% | Added |
| California State Teachers Retirement System | 3,006 | $3.52K | 0.00% | −410−12.0% | Reduced |
| Essential Partners LLC | 3,085 | $3.61K | 0.00% | +3,085 | New |
| Russell Investments Group, Ltd. | 3,206 | $3.75K | 0.00% | −49,155−93.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,222 | $3.77K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,857 | $4.51K | 0.00% | −2,294−37.3% | Reduced |
| Legal & General Group Plc | 5,048 | $5.98K | 0.00% | −1,030−16.9% | Reduced |
| Jones Financial Companies LLLP | 6,250 | $7.06K | 0.00% | +6,250 | New |
| Royal Bank of Canada | 6,577 | $8.00K | 0.00% | +3,856+141.7% | Added |
| Federated Hermes, Inc. | 7,774 | $9.10K | 0.00% | +344+4.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,907 | $9.25K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 10,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,040 | $11.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,763 | $12.6K | 0.00% | +10,763 | New |
| Mercer Global Advisors Inc | 10,951 | $12.8K | 0.00% | +10,951 | New |
| Prudential Financial Inc | 11,295 | $13.2K | 0.00% | −3,170−21.9% | Reduced |
| Barclays PLC | 11,769 | $13.8K | 0.00% | −75,006−86.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,043 | $14.5K | 0.00% | +12,043 | New |
| UBS Group AG | 12,588 | $14.7K | 0.00% | −124,822−90.8% | Reduced |
| Raymond James Financial Inc | 12,671 | $14.8K | 0.00% | +691+5.8% | Added |
| DKM Wealth Management, Inc. | 13,000 | $15.2K | 0.01% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13,116 | $15.3K | 0.00% | +1,395+11.9% | Added |
| Catalina Capital Group, LLC | 13,623 | $15.9K | 0.01% | +3,623+36.2% | Added |
| Intech Investment Management LLC | 13,950 | $16.3K | 0.00% | −402−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 16,067 | $18.8K | 0.00% | −407−2.5% | Reduced |
| Tocqueville Asset Management L.P. | 16,228 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 16,513 | $19.3K | 0.00% | +16,513 | New |
| Dynamic Technology Lab Private Ltd | 16,941 | $19.8K | 0.00% | +16,941 | New |
| SG Americas Securities, LLC | 16,917 | $20.0K | 0.00% | +3,670+27.7% | Added |
| Invesco Ltd. | 19,358 | $22.6K | 0.00% | −5,935−23.5% | Reduced |
| R Squared Ltd | 19,600 | $22.9K | 0.01% | −24,412−55.5% | Reduced |
| Virtu Financial LLC | 20,029 | $23.0K | 0.00% | −8,418−29.6% | Reduced |
| Wells Fargo & Company | 20,165 | $23.6K | 0.00% | −40,585−66.8% | Reduced |
| CWM, LLC | 20,948 | $24.5K | 0.00% | +20,687+7,926.1% | Added |
| Cerity Partners LLC | 21,606 | $25.3K | 0.00% | +21,606 | New |
| Tower Research Capital LLC (TRC) | 23,097 | $27.0K | 0.00% | +18,584+411.8% | Added |
| American Century Companies Inc | 23,631 | $27.6K | 0.00% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 26,343 | $30.8K | 0.00% | +26,343 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 26,390 | $30.9K | 0.00% | +643+2.5% | Added |
| New York State Common Retirement Fund | 28,500 | $33.3K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 29,240 | $35.0K | 0.00% | +9,687+49.5% | Added |
| Citadel Advisors LLC | 32,874 | $38.5K | 0.00% | −262,627−88.9% | Reduced |
| Nwam LLC | 35,866 | $42.0K | 0.00% | −775−2.1% | Reduced |
| XTX Topco Ltd | 42,930 | $50.2K | 0.00% | +31,226+266.8% | Added |
| BNP Paribas Arbitrage, SA | 42,991 | $50.3K | 0.00% | −245−0.6% | Reduced |
| Bank of America Corp | 43,947 | $51.4K | 0.00% | −48,214−52.3% | Reduced |
| Rhumbline Advisers | 45,629 | $53.4K | 0.00% | +4,936+12.1% | Added |
| Mariner, LLC | 46,303 | $54.2K | 0.00% | +25,773+125.5% | Added |
| Ieq Capital, LLC | 49,725 | $58.2K | 0.00% | +49,725 | New |
| Northwestern Mutual Wealth Management Co | 51,554 | $60.3K | 0.00% | +1,204+2.4% | Added |
| Morgan Stanley | 51,719 | $60.5K | 0.00% | −63,983−55.3% | Reduced |
| Acadian Asset Management LLC | 54,982 | $64.0K | 0.00% | +44,610+430.1% | Added |
| SEI Investments Co | 73,801 | $86.3K | 0.00% | +73,801 | New |
| Deutsche Bank AG | 76,596 | $89.6K | 0.00% | +48,239+170.1% | Added |
| JPMorgan Chase & Co | 78,546 | $94.3K | 0.00% | +1,429+1.9% | Added |
| Charles Schwab Investment Management Inc | 110,465 | $129.2K | 0.00% | −47,122−29.9% | Reduced |
| Bridgeway Capital Management, LLC | 110,600 | $129.4K | 0.00% | −81,100−42.3% | Reduced |
| Bank of New York Mellon Corp | 112,370 | $131.5K | 0.00% | +12,844+12.9% | Added |
| Mackenzie Financial Corp | 124,151 | $145.3K | 0.00% | +124,151 | New |
| Two Sigma Investments, LP | 138,500 | $162.0K | 0.00% | −543,429−79.7% | Reduced |
| Nuveen, LLC | 139,761 | $163.5K | 0.00% | −13,749−9.0% | Reduced |
| Colony Group, LLC | 145,264 | $170.0K | 0.00% | +2,325+1.6% | Added |
| Centiva Capital, LP | 147,749 | $172.9K | 0.01% | −6,344−4.1% | Reduced |
| STRS Ohio | 150,500 | $176.1K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 78,140 | $181.3K | 0.00% | +13,650+21.2% | Added |
| Castle Hook Partners LP | 171,796 | $201.0K | 0.00% | +171,796 | New |
| Qube Research & Technologies Ltd | 172,957 | $202.4K | 0.00% | −258,452−59.9% | Reduced |
| TD Waterhouse Canada Inc. | 190,602 | $220.9K | 0.00% | +59,560+45.5% | Added |
| Dimensional Fund Advisors LP | 214,319 | $250.9K | 0.00% | −221,412−50.8% | Reduced |
| Vanguard Fiduciary Trust Co | 256,634 | $300.3K | 0.00% | +256,634 | New |
| Jacobs Levy Equity Management, Inc | 293,889 | $343.9K | 0.00% | −233,609−44.3% | Reduced |
| Gsa Capital Partners LLP | 313,100 | $366.0K | 0.02% | +275,896+741.6% | Added |
| Goldman Sachs Group Inc | 344,988 | $403.6K | 0.00% | −6,537−1.9% | Reduced |
| Northern Trust Corp | 360,203 | $421.4K | 0.00% | +9,253+2.6% | Added |
| Vanguard Portfolio Management LLC | 394,637 | $461.7K | 0.00% | +394,637 | New |
| D. E. Shaw & Co., Inc. | 430,635 | $503.8K | 0.00% | +86,761+25.2% | Added |