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National Beverage (FIZZ) Institutional Ownership

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$32.21 +0.44 (+1.38%)
Closing price 08/5/2026 04:00 PM Eastern
Extended Trading
$32.21 0.00 (0.00%)
As of 04:11 AM 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)
115
Total
Institutional Inflows
(last 12 months)
$100.06M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$63.97M
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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
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%
6/18/2026Pacer Advisors Inc.3,508$118K0.0%+40.4%0.004%
6/16/2026Empowered Funds LLC7,764$261K0.0%N/A0.008%
5/19/2026Bank of America Corp DE244,643$8.23M0.0%-12.8%0.261%
5/19/2026Edgestream Partners L.P.31,484$1.06M0.0%N/A0.034%
5/18/2026Empowered Funds LLC7,764$261K0.0%N/A0.008%
5/16/2026The Manufacturers Life Insurance Company 13,546$456K0.0%-8.4%0.014%
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%
5/14/2026Renaissance Technologies LLC2,945,897$99.13M0.2%-7.2%3.146%
5/14/2026Gabelli Funds LLC41,500$1.40M0.0%+5.1%0.044%
5/14/2026Gamco Investors INC. ET AL107,100$3.60M0.0%-10.0%0.114%
5/14/2026Arrowstreet Capital Limited Partnership80,327$2.70M0.0%-37.5%0.086%
5/13/2026Cetera Investment Advisers10,866$366K0.0%-6.3%0.012%
5/13/2026First Trust Advisors LP24,461$823K0.0%+19.9%0.026%
5/8/2026PNC Financial Services Group Inc.4,771$161K0.0%+27.6%0.005%
5/7/2026Dimensional Fund Advisors LP1,582,865$53.27M0.0%+9.6%1.691%
5/7/2026KBC Group NV46,900$1.58M0.0%N/A0.050%
5/5/2026Bank of New York Mellon Corp170,978$5.75M0.0%-0.8%0.183%
5/5/2026Illinois Municipal Retirement Fund12,045$405K0.0%+3.9%0.013%
5/4/2026Bleakley 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%
5/1/2026Fifth Third Bancorp7,114$239K0.0%+1,449.9%0.008%
4/30/2026Hsbc 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%
4/16/2026SG Americas Securities LLC70,266$2.36M0.0%+170.0%0.075%
4/16/2026 Diversified Trust Co6,071$204K0.0%N/A0.006%
3/20/2026Hsbc Holdings PLC12,528$402K0.0%N/A0.013%
3/17/2026Rockefeller Capital Management L.P.900$29K0.0%+958.8%0.001%
2/24/2026DGS Capital Management LLC7,543$241K0.0%N/A0.008%
2/24/2026Pacer Advisors Inc.2,498$80K0.0%-39.5%0.003%
2/19/2026Invesco 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%
2/18/2026EP Wealth Advisors LLC7,800$249K0.0%N/A0.008%
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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%
2/17/2026Cetera 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%
2/17/2026Laurion Capital Management LP21,227$677K0.0%N/A0.023%
2/17/2026Price T Rowe Associates Inc. MD28,680$915K0.0%+19.8%0.031%
2/17/2026ExodusPoint Capital Management LP12,474$398K0.0%+3.1%0.013%
2/17/2026Royal Bank of Canada16,448$524K0.0%-4.8%0.018%
2/17/2026Aster Capital Management DIFC Ltd1,111$35K0.0%+156.6%0.001%
2/16/2026Vanguard Personalized Indexing Management LLC12,663$404K0.0%+65.4%0.014%
2/16/2026Mariner LLC7,549$240K0.0%N/A0.008%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund51,198$1.63M0.0%N/A0.055%
2/16/2026Landscape 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%
2/13/2026Stifel 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%
2/13/2026Public Sector Pension Investment Board81,166$2.59M0.0%-11.1%0.087%
2/13/2026First 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%
2/13/2026Martingale Asset Management L P27,946$891K0.0%+19.8%0.030%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC33,591$1.07M0.0%-3.1%0.036%
2/13/2026Wells Fargo & Company MN209,600$6.68M0.0%-3.8%0.224%
2/12/2026State Board of Administration of Florida Retirement System6,796$217K0.0%-56.4%0.007%
2/12/2026Renaissance Technologies LLC3,176,097$101.29M0.2%-1.5%3.392%
2/12/2026Dimensional 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%
2/12/2026Bank of Montreal Can9,067$289K0.0%+67.3%0.010%
2/12/2026Swiss National Bank55,400$1.77M0.0%+1.7%0.059%
2/12/2026Nuveen LLC52,369$1.67M0.0%-5.7%0.056%
2/11/2026Jessup Wealth Management Inc1,190$38K0.0%N/A0.001%
2/11/2026Deutsche Bank AG24,169$771K0.0%+7.9%0.026%
2/11/2026LPL Financial LLC14,747$470K0.0%-14.8%0.016%
2/11/2026Franklin 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%
2/10/2026Natixis Advisors LLC224,339$7.15M0.0%+16.5%0.240%
2/10/2026Norges Bank261,990$8.36M0.0%N/A0.280%
2/10/2026Intech Investment Management LLC9,002$287K0.0%-16.2%0.010%
2/9/2026Geode Capital Management LLC754,412$24.06M0.0%+0.6%0.806%
2/9/2026Bleakley Financial Group LLC13,313$425K0.0%+5.5%0.014%
2/9/2026Hantz Financial Services Inc.1,547$49K0.0%+80.1%0.002%
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2/6/2026 IFP Advisors Inc830$26K0.0%-38.7%0.001%
2/6/2026Covestor Ltd3,979$127K0.1%+17.9%0.004%
2/6/2026HighTower Advisors LLC22,327$712K0.0%+49.2%0.024%
2/5/2026Gamco Investors INC. ET AL119,031$3.80M0.0%+57.0%0.127%
2/5/2026Gabelli Funds LLC39,500$1.26M0.0%+33.9%0.042%
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al30,093$960K0.0%-8.2%0.032%
2/3/2026Denali Advisors LLC222,762$7.10M0.8%+22.2%0.238%
2/3/2026 Ballentine Partners LLC17,162$547K0.0%N/A0.018%
2/3/2026BOKF NA3,709$118K0.0%-24.6%0.004%
1/30/2026 New York State Teachers Retirement System24,871$793K0.0%+5.7%0.027%


FIZZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 219 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. ($207.28K), 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 2,828,124 shares in the last 24 months. This purchase volume represents approximately $100.06M in transactions.

Of the 74 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 1,767,809 shares in the last 24 months. This volume of shares sold represents approximately $63.97M in transactions.


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This page (NASDAQ:FIZZ) was last updated on 8/6/2026 by MarketBeat.com Staff.
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