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National Beverage (FIZZ) Institutional Ownership

National Beverage logo
$34.40 -0.62 (-1.77%)
Closing price 05/15/2026 04:00 PM Eastern
Extended Trading
$34.40 0.00 (0.00%)
As of 05/15/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for National Beverage (NASDAQ:FIZZ)

Current
Institutional Ownership
Percentage
23.95%
Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$104.51M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$66.48M
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FIZZ Institutional Buying and Selling by Quarter

National Beverage Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2026Quantinno Capital Management LP27,458$924K0.0%+58.5%0.029%
5/16/2026Lazard Asset Management LLC11,592$390K0.0%-9.8%0.012%
5/14/2026 Renaissance Technologies LLC2,945,897$99.13M0.2%-7.2%3.146%
5/14/2026 Gabelli Funds LLC41,500$1.40M0.0%+5.1%0.044%
5/14/2026 Gamco Investors INC. ET AL107,100$3.60M0.0%-10.0%0.114%
5/14/2026 Arrowstreet Capital Limited Partnership80,327$2.70M0.0%-37.5%0.086%
5/13/2026 Cetera Investment Advisers10,866$366K0.0%-6.3%0.012%
5/13/2026 First Trust Advisors LP24,461$823K0.0%+19.9%0.026%
5/8/2026 PNC Financial Services Group Inc.4,771$161K0.0%+27.6%0.005%
5/7/2026 Dimensional Fund Advisors LP1,582,865$53.27M0.0%+9.6%1.691%
5/7/2026 KBC Group NV46,900$1.58M0.0%N/A0.050%
5/5/2026 Bank of New York Mellon Corp170,978$5.75M0.0%-0.8%0.183%
5/5/2026 Illinois Municipal Retirement Fund12,045$405K0.0%+3.9%0.013%
5/4/2026 Bleakley Financial Group LLC14,503$488K0.0%+8.9%0.015%
5/4/2026 Principal Financial Group Inc.114,515$3.85M0.0%+2.3%0.122%
5/1/2026 Fifth Third Bancorp7,114$239K0.0%+1,449.9%0.008%
4/30/2026 Hsbc Holdings PLC22,364$747K0.0%+78.5%0.024%
4/28/2026 Collaborative Fund Advisors LLC56,871$1.91M1.2%N/A0.061%
4/28/2026 DGS Capital Management LLC10,991$370K0.1%+45.7%0.012%
4/27/2026 New York State Teachers Retirement System18,819$633K0.0%-24.3%0.020%
4/21/2026 Louisiana State Employees Retirement System10,400$350K0.0%N/A0.011%
4/20/2026 Assenagon Asset Management S.A.62,837$2.11M0.0%-1.2%0.067%
4/16/2026 SG Americas Securities LLC70,266$2.36M0.0%+170.0%0.075%
4/16/2026 Diversified Trust Co6,071$204K0.0%N/A0.006%
3/20/2026 Hsbc Holdings PLC12,528$402K0.0%N/A0.013%
3/17/2026 Rockefeller Capital Management L.P.900$29K0.0%+958.8%0.001%
2/24/2026 DGS Capital Management LLC7,543$241K0.0%N/A0.008%
2/24/2026 Pacer Advisors Inc.2,498$80K0.0%-39.5%0.003%
2/19/2026 Invesco Ltd.191,927$6.12M0.0%+3.2%0.205%
2/18/2026Vident Advisory LLC18,436$588K0.0%N/A0.020%
2/18/2026State of Tennessee Department of Treasury11,635$397K0.0%+102.1%0.012%
2/18/2026 EP Wealth Advisors LLC7,800$249K0.0%N/A0.008%
2/18/2026Voloridge Investment Management LLC107,944$3.44M0.0%+960.6%0.115%
2/18/2026Susquehanna Portfolio Strategies LLC31,603$1.01M0.0%-10.7%0.034%
2/18/2026Tudor Investment Corp ET AL66,802$2.13M0.0%-61.1%0.071%
2/18/2026Occudo Quantitative Strategies LP34,622$1.10M0.1%+217.9%0.037%
2/18/2026Millennium Management LLC35,199$1.12M0.0%-77.0%0.038%
2/18/2026Gotham Asset Management LLC31,482$1.00M0.0%+46.5%0.034%
2/17/2026Schonfeld Strategic Advisors LLC9,362$299K0.0%N/A0.010%
2/17/2026AQR Capital Management LLC92,412$2.95M0.0%+213.3%0.099%
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2/17/2026 Cetera Investment Advisers11,598$370K0.0%-4.6%0.012%
2/17/2026Lazard Asset Management LLC12,845$410K0.0%+14.1%0.014%
2/17/2026Trexquant Investment LP78,361$2.50M0.0%+5.1%0.084%
2/17/2026 Laurion Capital Management LP21,227$677K0.0%N/A0.023%
2/17/2026Price T Rowe Associates Inc. MD28,680$915K0.0%+19.8%0.031%
2/17/2026 ExodusPoint Capital Management LP12,474$398K0.0%+3.1%0.013%
2/17/2026Royal Bank of Canada16,448$524K0.0%-4.8%0.018%
2/17/2026 Aster Capital Management DIFC Ltd1,111$35K0.0%+156.6%0.001%
2/16/2026 Vanguard Personalized Indexing Management LLC12,663$404K0.0%+65.4%0.014%
2/16/2026 Mariner LLC7,549$240K0.0%N/A0.008%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund51,198$1.63M0.0%N/A0.055%
2/16/2026 Landscape Capital Management L.L.C.60,322$1.92M0.1%-44.9%0.064%
2/16/2026Barclays PLC42,340$1.35M0.0%+20.1%0.045%
2/13/2026 Kestra Advisory Services LLC1,979$63K0.0%N/A0.002%
2/13/2026The Manufacturers Life Insurance Company 14,786$472K0.0%-3.1%0.016%
2/13/2026 Stifel Financial Corp67,716$2.16M0.0%-11.1%0.072%
2/13/2026Jacobs Levy Equity Management Inc.83,703$2.67M0.0%+47.3%0.089%
2/13/2026 Public Sector Pension Investment Board81,166$2.59M0.0%-11.1%0.087%
2/13/2026 First Trust Advisors LP20,399$651K0.0%-60.5%0.022%
2/13/2026Charles Schwab Investment Management Inc.211,958$6.76M0.0%-13.3%0.226%
2/13/2026State Street Corp902,801$28.79M0.0%+3.2%0.964%
2/13/2026 Martingale Asset Management L P27,946$891K0.0%+19.8%0.030%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC33,591$1.07M0.0%-3.1%0.036%
2/13/2026 Wells Fargo & Company MN209,600$6.68M0.0%-3.8%0.224%
2/12/2026 State Board of Administration of Florida Retirement System6,796$217K0.0%-56.4%0.007%
2/12/2026 Renaissance Technologies LLC3,176,097$101.29M0.2%-1.5%3.392%
2/12/2026 Dimensional Fund Advisors LP1,444,432$46.07M0.0%+4.0%1.543%
2/12/2026 New York State Common Retirement Fund66,200$2.11M0.0%+16.1%0.071%
2/12/2026 Bank of Montreal Can9,067$289K0.0%+67.3%0.010%
2/12/2026 Swiss National Bank55,400$1.77M0.0%+1.7%0.059%
2/12/2026 Nuveen LLC52,369$1.67M0.0%-5.7%0.056%
2/11/2026Jessup Wealth Management Inc1,190$38K0.0%N/A0.001%
2/11/2026 Deutsche Bank AG24,169$771K0.0%+7.9%0.026%
2/11/2026 LPL Financial LLC14,747$470K0.0%-14.8%0.016%
2/11/2026 Franklin Resources Inc.13,030$416K0.0%+29.1%0.014%
2/10/2026Goldman Sachs Group Inc.243,714$7.77M0.0%+73.1%0.260%
2/10/2026 Natixis Advisors LLC224,339$7.15M0.0%+16.5%0.240%
2/10/2026 Norges Bank261,990$8.36M0.0%N/A0.280%
2/10/2026 Intech Investment Management LLC9,002$287K0.0%-16.2%0.010%
2/9/2026Geode Capital Management LLC754,412$24.06M0.0%+0.6%0.806%
2/9/2026 Bleakley Financial Group LLC13,313$425K0.0%+5.5%0.014%
2/9/2026 Hantz Financial Services Inc.1,547$49K0.0%+80.1%0.002%
2/6/2026 IFP Advisors Inc830$26K0.0%-38.7%0.001%
2/6/2026 Covestor Ltd3,979$127K0.1%+17.9%0.004%
2/6/2026 HighTower Advisors LLC22,327$712K0.0%+49.2%0.024%
2/5/2026 Gamco Investors INC. ET AL119,031$3.80M0.0%+57.0%0.127%
2/5/2026 Gabelli Funds LLC39,500$1.26M0.0%+33.9%0.042%
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al30,093$960K0.0%-8.2%0.032%
2/3/2026 Denali Advisors LLC222,762$7.10M0.8%+22.2%0.238%
2/3/2026 Ballentine Partners LLC17,162$547K0.0%N/A0.018%
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2/3/2026 BOKF NA3,709$118K0.0%-24.6%0.004%
1/30/2026 New York State Teachers Retirement System24,871$793K0.0%+5.7%0.027%
1/30/2026 Pekin Hardy Strauss Inc.24,400$778K0.1%N/A0.026%
1/30/2026 Values First Advisors Inc.37,390$1.19M0.6%-6.3%0.040%
1/29/2026Comerica Bank5,924$189K0.0%-13.8%0.006%
1/29/2026 Teachers Retirement System of The State of Kentucky5,871$187K0.0%-12.1%0.006%
1/29/2026Vanguard Group Inc.2,784,866$88.81M0.0%+1.5%2.974%
1/28/2026 Arizona State Retirement System7,772$248K0.0%-6.4%0.008%
1/28/2026 Teacher Retirement System of Texas172,570$5.50M0.0%+46.6%0.184%
1/28/2026 Universal Beteiligungs und Servicegesellschaft mbH9,583$308K0.0%+41.9%0.010%


FIZZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 220 institutional investors and hedge funds held shares of National Beverage. The most heavily invested institutionals were Kayne Anderson Rudnick Investment Management LLC ($107.67M), Renaissance Technologies LLC ($99.13M), Vanguard Group Inc. ($88.81M), Dimensional Fund Advisors LP ($53.27M), State Street Corp ($28.79M), Geode Capital Management LLC ($24.06M), and Two Sigma Investments LP ($11.84M).Learn more on National Beverage's institutional investors.

23.95% of National Beverage's stock is owned by institutional investors. Learn more on FIZZ's institutional investor holdings.

Of the 191 institutional investors that purchased National Beverage's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($730.69K), Dimensional Fund Advisors LP ($310.79K), Millennium Management LLC ($228.55K), Edgestream Partners L.P. ($175.79K), JPMorgan Chase & Co. ($166.07K), Teacher Retirement System of Texas ($150.76K), and Algert Global LLC ($144.23K).

Institutional investors have bought a total of 2,910,774 shares in the last 24 months. This purchase volume represents approximately $104.17M in transactions.

Of the 78 institutional investors that sold National Beverage's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($382.72K), Renaissance Technologies LLC ($278.77K), Natixis Advisors LLC ($162.03K), Edgestream Partners L.P. ($126.04K), Tudor Investment Corp ET AL ($105.02K), Vanguard Group Inc. ($71.43K), and Landscape Capital Management L.L.C. ($62.85K).

Institutional investors have sold a total of 1,818,926 shares in the last 24 months. This volume of shares sold represents approximately $66.48M in transactions.


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This page (NASDAQ:FIZZ) was last updated on 5/16/2026 by MarketBeat.com Staff.
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