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National Beverage (FIZZ) Institutional Ownership

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$31.39 -0.42 (-1.33%)
As of 11:15 AM Eastern
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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)
126
Total
Institutional Inflows
(last 12 months)
$271.66M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$50.11M
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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
9/9/2026 Tidal Investments LLC61,670$1.92M0.0%+30.7%0.066%
9/9/2026 WINTON GROUP Ltd15,711$490K0.0%+98.9%0.017%
9/9/2026 Engineers Gate Manager LP43,040$1.34M0.0%N/A0.046%
9/9/2026 Integrated Wealth Concepts LLC1,289$40K0.0%N/A0.001%
9/8/2026 Arizona State Retirement System6,459$202K0.0%-16.3%0.007%
8/27/2026 Corient Private Wealth LP57,649$1.80M0.0%+73.2%0.062%
8/26/2026 HighTower Advisors LLC25,387$792K0.0%+2.2%0.027%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al37,193$1.16M0.0%N/A0.040%
8/24/2026 California State Teachers Retirement System767,489$24.60M0.0%+2,927.6%0.820%
8/20/2026 Headlands Technologies LLC6,625$207K0.0%N/A0.007%
8/20/2026 Susquehanna Fundamental Investments LLC6,470$202K0.0%N/A0.007%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC51,815$1.62M0.0%+11.6%0.055%
8/18/2026 Empowered Funds LLC7,823$244K0.0%N/A0.008%
8/18/2026Jefferies Financial Group Inc.50,368$1.57M0.0%N/A0.054%
8/17/2026 Capstone Investment Advisors LLC22,181$692K0.0%N/A0.024%
8/17/2026 Corient Private Wealth LP56,859$1.77M0.0%N/A0.061%
8/17/2026 Bank of America Corp DE254,684$7.95M0.0%N/A0.272%
8/15/2026 Man Group plc21,620$675K0.0%N/A0.023%
8/15/2026 Jupiter Topco LLC12,850$401K0.0%N/A0.014%
8/15/2026 J. Goldman & Co LP7,105$222K0.0%N/A0.008%
8/14/2026 PDT Partners LLC9,700$303K0.0%N/A0.010%
8/14/2026 Canada Pension Plan Investment Board9,800$306K0.0%N/A0.010%
8/14/2026 Legal & General Group Plc51,470$1.61M0.0%N/A0.055%
8/14/2026 The Manufacturers Life Insurance Company13,308$415K0.0%N/A0.014%
8/14/2026 Algert Global LLC273,849$8.54M0.1%+54.5%0.293%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.10,253$320K0.0%N/A0.011%
8/12/2026 Northwestern Mutual Wealth Management Co.1,175$37K0.0%N/A0.001%
8/12/2026 Landscape Capital Management L.L.C.115,280$3.60M0.2%N/A0.123%
8/12/2026 Callan Family Office LLC11,290$352K0.0%N/A0.012%
8/11/2026 Allworth Financial LP1,086$34K0.0%N/A0.001%
8/11/2026 Advisors Preferred LLC11,309$377K0.1%N/A0.012%
8/11/2026 Vise Technologies Inc.14,882$464K0.0%N/A0.016%
8/10/2026 Denali Advisors LLC223,100$6.96M0.7%-5.7%0.238%
8/7/2026 BlackRock Inc.4,265,616$133.09M0.0%N/A4.557%
8/7/2026 Deutsche Bank AG29,026$906K0.0%N/A0.031%
8/6/2026 Bank of New York Mellon Corp178,561$5.57M0.0%N/A0.191%
8/6/2026 GSA Capital Partners LLP10,239$319K0.0%N/A0.011%
7/7/2026 GAMMA Investing LLC11,843$370K0.0%+50.0%0.013%
7/2/2026 Versant Capital Management Inc1,367$43K0.0%+175.6%0.001%
6/18/2026 Pacer Advisors Inc.3,508$118K0.0%+40.4%0.004%
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6/16/2026 Empowered Funds LLC7,764$261K0.0%N/A0.008%
5/19/2026 Bank of America Corp DE244,643$8.23M0.0%-12.8%0.261%
5/19/2026 Edgestream Partners L.P.31,484$1.06M0.0%N/A0.034%
5/18/2026 Empowered Funds LLC7,764$261K0.0%N/A0.008%
5/16/2026 The Manufacturers Life Insurance Company13,546$456K0.0%-8.4%0.014%
5/16/2026 Quantinno Capital Management LP27,458$924K0.0%+58.5%0.029%
5/16/2026 Lazard 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%
4/28/2026DGS 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%
2/24/2026DGS 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%
2/18/2026 Vident Advisory LLC18,436$588K0.0%N/A0.020%
2/18/2026 State 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%
2/18/2026 Voloridge Investment Management LLC107,944$3.44M0.0%+960.6%0.115%
2/18/2026 Susquehanna Portfolio Strategies LLC31,603$1.01M0.0%-10.7%0.034%
2/18/2026 Tudor Investment Corp ET AL66,802$2.13M0.0%-61.1%0.071%
2/18/2026 Occudo Quantitative Strategies LP34,622$1.10M0.1%+217.9%0.037%
2/18/2026 Millennium Management LLC35,199$1.12M0.0%-77.0%0.038%
2/18/2026 Gotham Asset Management LLC31,482$1.00M0.0%+46.5%0.034%
2/17/2026 Schonfeld Strategic Advisors LLC9,362$299K0.0%N/A0.010%
2/17/2026 AQR Capital Management LLC92,412$2.95M0.0%+213.3%0.099%
2/17/2026 Cetera Investment Advisers11,598$370K0.0%-4.6%0.012%
2/17/2026 Lazard Asset Management LLC12,845$410K0.0%+14.1%0.014%
2/17/2026 Trexquant Investment LP78,361$2.50M0.0%+5.1%0.084%
2/17/2026 Laurion Capital Management LP21,227$677K0.0%N/A0.023%
2/17/2026 Price T Rowe Associates Inc. MD28,680$915K0.0%+19.8%0.031%
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2/17/2026 ExodusPoint Capital Management LP12,474$398K0.0%+3.1%0.013%
2/17/2026 Royal 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%
2/16/2026 Barclays PLC42,340$1.35M0.0%+20.1%0.045%
2/13/2026 Kestra Advisory Services LLC1,979$63K0.0%N/A0.002%
2/13/2026 The Manufacturers Life Insurance Company 14,786$472K0.0%-3.1%0.016%


FIZZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 225 institutional investors and hedge funds held shares of National Beverage. The most heavily invested institutionals were BlackRock Inc. ($133.09M), 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), and California State Teachers Retirement System ($24.60M).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 199 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: BlackRock Inc. ($4.27M), California State Teachers Retirement System ($746.03K), Norges Bank ($730.69K), Bank of America Corp DE ($296.82K), Dimensional Fund Advisors LP ($270.30K), Algert Global LLC ($235.55K), and Millennium Management LLC ($228.55K).

Institutional investors have bought a total of 8,509,662 shares in the last 24 months. This purchase volume represents approximately $271.66M in transactions.

Of the 59 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), Tudor Investment Corp ET AL ($105.02K), Vanguard Group Inc. ($71.43K), Landscape Capital Management L.L.C. ($62.85K), and Arrowstreet Capital Limited Partnership ($52.91K).

Institutional investors have sold a total of 1,451,395 shares in the last 24 months. This volume of shares sold represents approximately $50.11M in transactions.


Related Companies

Institutional ownership data for NASDAQ:FIZZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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