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National Beverage (FIZZ) Institutional Ownership

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$29.84 -0.48 (-1.58%)
Closing price 04:00 PM Eastern
Extended Trading
$29.86 +0.02 (+0.05%)
As of 07:31 PM 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)
$248.50M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$50.00M
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FIZZ Institutional Buying and Selling by Quarter

National Beverage Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026 Versant Capital Management Inc952$28K0.0%-30.4%0.001%
9/9/2026Tidal Investments LLC61,670$1.92M0.0%+30.7%0.066%
9/9/2026WINTON GROUP Ltd15,711$490K0.0%+98.9%0.017%
9/9/2026Engineers Gate Manager LP43,040$1.34M0.0%N/A0.046%
9/9/2026Integrated Wealth Concepts LLC1,289$40K0.0%N/A0.001%
9/8/2026Arizona State Retirement System6,459$202K0.0%-16.3%0.007%
8/27/2026Corient Private Wealth LP57,649$1.80M0.0%+73.2%0.062%
8/26/2026HighTower Advisors LLC25,387$792K0.0%+2.2%0.027%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al37,193$1.16M0.0%N/A0.040%
8/20/2026Headlands Technologies LLC6,625$207K0.0%N/A0.007%
8/20/2026Susquehanna Fundamental Investments LLC6,470$202K0.0%N/A0.007%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC51,815$1.62M0.0%+11.6%0.055%
8/18/2026Empowered Funds LLC7,823$244K0.0%N/A0.008%
8/18/2026Jefferies Financial Group Inc.50,368$1.57M0.0%N/A0.054%
8/17/2026Capstone Investment Advisors LLC22,181$692K0.0%N/A0.024%
8/17/2026Corient Private Wealth LP56,859$1.77M0.0%N/A0.061%
8/17/2026Bank of America Corp DE254,684$7.95M0.0%N/A0.272%
8/15/2026Man Group plc21,620$675K0.0%N/A0.023%
8/15/2026Jupiter Topco LLC12,850$401K0.0%N/A0.014%
8/15/2026J. Goldman & Co LP7,105$222K0.0%N/A0.008%
8/14/2026PDT Partners LLC9,700$303K0.0%N/A0.010%
8/14/2026Canada Pension Plan Investment Board9,800$306K0.0%N/A0.010%
8/14/2026Legal & General Group Plc51,470$1.61M0.0%N/A0.055%
8/14/2026The Manufacturers Life Insurance Company13,308$415K0.0%N/A0.014%
8/14/2026Algert Global LLC273,849$8.54M0.1%+54.5%0.293%
8/13/2026Connor Clark & Lunn Investment Management Ltd.10,253$320K0.0%N/A0.011%
8/12/2026Northwestern Mutual Wealth Management Co.1,175$37K0.0%N/A0.001%
8/12/2026Landscape Capital Management L.L.C.115,280$3.60M0.2%N/A0.123%
8/12/2026Callan Family Office LLC11,290$352K0.0%N/A0.012%
8/11/2026Allworth Financial LP1,086$34K0.0%N/A0.001%
8/11/2026Advisors Preferred LLC11,309$377K0.1%N/A0.012%
8/11/2026Vise Technologies Inc.14,882$464K0.0%N/A0.016%
8/10/2026Denali Advisors LLC223,100$6.96M0.7%-5.7%0.238%
8/7/2026BlackRock Inc.4,265,616$133.09M0.0%N/A4.557%
8/7/2026Deutsche Bank AG29,026$906K0.0%N/A0.031%
8/6/2026Bank of New York Mellon Corp178,561$5.57M0.0%N/A0.191%
8/6/2026GSA Capital Partners LLP10,239$319K0.0%N/A0.011%
7/7/2026GAMMA 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%
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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 Company13,546$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%
5/4/2026Principal 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%
4/28/2026Collaborative Fund Advisors LLC56,871$1.91M1.2%N/A0.061%
4/28/2026DGS Capital Management LLC10,991$370K0.1%+45.7%0.012%
4/27/2026New York State Teachers Retirement System18,819$633K0.0%-24.3%0.020%
4/21/2026Louisiana State Employees Retirement System10,400$350K0.0%N/A0.011%
4/20/2026Assenagon 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%
4/16/2026Diversified 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%
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%
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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%
2/13/2026Kestra Advisory Services LLC1,979$63K0.0%N/A0.002%
2/13/2026The 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 Geode Capital Management LLC ($24.06M).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), Norges Bank ($730.69K), Bank of America Corp DE ($296.82K), Dimensional Fund Advisors LP ($270.30K), Algert Global LLC ($235.55K), Millennium Management LLC ($228.55K), and Edgestream Partners L.P. ($207.28K).

Institutional investors have bought a total of 7,767,523 shares in the last 24 months. This purchase volume represents approximately $248.50M in transactions.

Of the 58 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 1,448,782 shares in the last 24 months. This volume of shares sold represents approximately $50.00M in transactions.



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 10/2/2026. New 13F filings are added each quarter as they're published.
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