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Marzetti (MZTI) Institutional Ownership

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$99.30 -2.89 (-2.83%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$99.24 -0.06 (-0.07%)
As of 10/9/2026 07:30 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.

Institutional Ownership Changes (13F Filings) for Marzetti (NASDAQ:MZTI)

Current
Institutional Ownership
Percentage
66.44%
Number of
Institutional Buyers
(last 12 months)
255
Total
Institutional Inflows
(last 12 months)
$3.49B
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$23.82M
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MZTI Institutional Buying and Selling by Quarter

Marzetti Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026GAMMA Investing LLC408$40K0.0%-66.8%0.001%
10/8/2026Farther Finance Advisors LLC735$73K0.0%+250.0%0.003%
10/8/2026Tactive Advisors LLC3,231$320K0.1%N/A0.012%
10/5/2026Park National Corp OH11,160$1.11M0.0%+1.5%0.041%
10/2/2026 Versant Capital Management Inc775$77K0.0%+105.0%0.003%
9/9/2026Sequoia Financial Advisors LLC6,133$700K0.0%+114.0%0.022%
9/9/2026Tidal Investments LLC29,371$3.35M0.0%+53.9%0.108%
9/9/2026Engineers Gate Manager LP11,176$1.28M0.0%-75.0%0.041%
9/9/2026Integrated Wealth Concepts LLC699$80K0.0%-79.1%0.003%
9/9/2026NewEdge Advisors LLC216$25K0.0%+237.5%0.001%
9/9/2026IFP Advisors Inc242$28K0.0%+796.3%0.001%
9/8/2026Allworth Financial LP1,388$158K0.0%+116.5%0.005%
9/8/2026Arizona State Retirement System5,297$605K0.0%-6.5%0.019%
9/8/2026Nykredit A S1,598$182K0.0%N/A0.006%
8/27/2026Corient Private Wealth LP51,333$5.86M0.0%-16.2%0.187%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al3,800$434K0.0%N/A0.014%
8/23/2026Paralel Advisors LLC16,745$1.91M0.1%N/A0.061%
8/22/2026AlphaGrep UK Ltd7,357$840K0.3%N/A0.027%
8/21/2026Nykredit A S1,598$182K0.0%N/A0.006%
8/20/2026Headlands Technologies LLC4,216$481K0.1%+117.3%0.015%
8/20/2026Benjamin Edwards Inc.20,396$2.33M0.0%-4.5%0.074%
8/20/2026Greenleaf Trust1,849$211K0.0%N/A0.007%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC29,002$3.31M0.0%-1.4%0.106%
8/18/2026Empowered Funds LLC4,014$458K0.0%N/A0.015%
8/18/2026Dearborn Partners LLC6,060$692K0.0%N/A0.022%
8/18/2026Hamilton Capital LLC11,822$1.35M0.1%N/A0.043%
8/17/2026Capstone Investment Advisors LLC18,216$2.08M0.0%N/A0.066%
8/17/2026Corient Private Wealth LP50,600$5.78M0.0%N/A0.185%
8/17/2026Bank of America Corp DE182,294$20.81M0.0%N/A0.665%
8/15/2026Freestone Grove Partners LP18,693$2.13M0.0%N/A0.068%
8/15/2026Caisse de depot et placement du Quebec54,954$6.27M0.0%N/A0.200%
8/15/2026Man Group plc26,933$3.08M0.0%N/A0.098%
8/15/2026Jupiter Topco LLC54,069$6.17M0.0%N/A0.197%
8/14/2026Ancora Advisors LLC6,548$748K0.0%N/A0.024%
8/14/2026Canada Pension Plan Investment Board9,100$1.04M0.0%N/A0.033%
8/14/2026Legal & General Group Plc27,771$3.17M0.0%N/A0.101%
8/14/2026The Manufacturers Life Insurance Company19,546$2.23M0.0%N/A0.071%
8/14/2026Dearborn Partners LLC5,411$749K0.0%N/A0.020%
8/14/2026Algert Global LLC6,855$783K0.0%-89.2%0.025%
8/13/2026Sanctuary Advisors LLC2,772$316K0.0%N/A0.010%
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8/12/2026Quantbot Technologies LP24,837$2.84M0.1%N/A0.091%
8/12/2026Ieq Capital LLC7,491$855K0.0%N/A0.027%
8/11/2026Paralel Advisors LLC16,745$1.91M0.1%N/A0.061%
8/11/2026Allworth Financial LP1,388$158K0.0%N/A0.005%
8/11/2026Virtus Advisers LLC1,747$199K0.1%N/A0.006%
8/11/2026Advisors Capital Management LLC3,388$387K0.0%N/A0.012%
8/8/2026First National Bank of Omaha18,409$2.10M0.1%N/A0.067%
8/8/2026Meeder Asset Management Inc.32,188$3.68M0.2%N/A0.117%
8/7/2026BlackRock Inc.2,742,494$313.08M0.0%N/A10.002%
8/7/2026Deutsche Bank AG30,163$3.44M0.0%N/A0.110%
8/6/2026Global Retirement Partners LLC492$56K0.0%N/A0.002%
8/6/2026GSA Capital Partners LLP4,493$513K0.0%N/A0.016%
7/7/2026GAMMA Investing LLC1,230$140K0.0%+148.5%0.004%
7/2/2026 Versant Capital Management Inc378$43K0.0%+447.8%0.001%
6/3/2026Parallel Advisors LLC1,880$260K0.0%-15.0%0.007%
5/19/2026Bank of America Corp DE145,189$20.08M0.0%-0.2%0.530%
5/18/2026EverSource Wealth Advisors LLC1,106$153K0.0%+94.0%0.004%
5/18/2026California State Teachers Retirement System25,187$3.48M0.0%+29.8%0.092%
5/18/2026Royal Bank of Canada34,818$4.82M0.0%-5.9%0.127%
5/18/2026Empowered Funds LLC2,641$365K0.0%N/A0.010%
5/16/2026The Manufacturers Life Insurance Company19,329$2.67M0.0%-5.3%0.070%
5/16/2026Quantinno Capital Management LP45,626$6.31M0.0%+144.8%0.166%
5/16/2026Lazard Asset Management LLC11,191$1.55M0.0%N/A0.041%
5/15/2026Dean Capital Management9,265$1.28M0.5%N/A0.034%
5/15/2026London Co. of Virginia360,415$49.86M0.3%-1.3%1.314%
5/15/2026Entropy Technologies LP7,367$1.02M0.0%-25.9%0.027%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund37,848$5.24M0.0%-24.2%0.138%
5/14/2026Renaissance Technologies LLC370,780$51.29M0.1%+4.0%1.352%
5/14/2026Caxton Associates LLP8,916$1.23M0.0%N/A0.033%
5/14/2026Inceptionr LLC3,649$505K0.1%N/A0.013%
5/14/2026Bank of Nova Scotia2,705$374K0.0%N/A0.010%
5/14/2026Sei Investments Co.7,514$1.04M0.0%+7.6%0.027%
5/14/2026Lido Advisors LLC5,123$709K0.0%-5.9%0.019%
5/14/2026State of Wyoming404$56K0.0%N/A0.001%
5/13/2026Cetera Investment Advisers3,740$517K0.0%+64.0%0.014%
5/13/2026First Trust Advisors LP803,707$111.18M0.1%+18.2%2.931%
5/8/2026PNC Financial Services Group Inc.3,556$492K0.0%+37.2%0.013%
5/7/2026Dimensional Fund Advisors LP555,702$76.87M0.0%+1.4%2.027%
5/7/2026Parallel Advisors LLC1,880$260K0.0%-15.0%0.007%
5/7/2026KBC Group NV23,998$3.32M0.0%+3,214.6%0.088%
5/6/2026California Public Employees Retirement System51,394$7.11M0.0%-2.8%0.187%
5/6/2026Gallacher Capital Management LLC2,982$412K0.2%N/A0.011%
5/5/2026Bank of New York Mellon Corp188,184$26.03M0.0%-1.6%0.686%
5/5/2026Illinois Municipal Retirement Fund11,116$1.54M0.0%+25.8%0.041%
5/5/2026Three Seasons Wealth LLC5,777$799K0.3%N/A0.021%
5/5/2026Sanctuary Advisors LLC2,268$314K0.0%-15.3%0.008%
5/4/2026State of Michigan Retirement System4,932$682K0.0%+2.1%0.018%
5/4/2026Principal Financial Group Inc.231,334$32.00M0.0%-5.4%0.844%
5/1/2026Welch & Forbes LLC72,423$10.02M0.1%-0.2%0.264%
5/1/2026Fifth Third Bancorp22,638$3.13M0.0%+50.5%0.083%
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5/1/2026Sequoia Financial Advisors LLC2,866$396K0.0%-24.6%0.010%
5/1/2026Independence Bank of Kentucky2,457$340K0.0%-32.4%0.009%
4/30/2026Hsbc Holdings PLC3,987$560K0.0%-64.4%0.015%
4/30/2026Bernzott Capital Advisors32,534$4.50M2.2%-2.5%0.119%
4/30/2026Azzad Asset Management Inc. ADV6,751$934K0.1%N/A0.025%
4/30/2026Oregon Public Employees Retirement Fund4,162$576K0.0%+2.5%0.015%
4/29/2026Flatrock Wealth Partners LLC1,585$219K0.1%N/A0.006%
4/27/2026New York State Teachers Retirement System21,632$2.99M0.0%+6.4%0.079%
4/27/2026Y Intercept Hong Kong Ltd15,039$2.08M0.0%+451.1%0.055%
4/25/2026Boston Trust Walden Corp232,596$32.18M0.3%-11.8%0.848%


MZTI Institutional Ownership - Frequently Asked Questions

During the previous two years, 365 institutional investors and hedge funds held shares of Marzetti. The most heavily invested institutionals were Vanguard Group Inc. ($367.97M), BlackRock Inc. ($313.08M), State Street Corp ($160.72M), First Trust Advisors LP ($111.18M), Geode Capital Management LLC ($103.68M), William Blair Investment Management LLC ($90.04M), and Dimensional Fund Advisors LP ($76.87M).Learn more on Marzetti's institutional investors.

66.44% of Marzetti's stock is owned by institutional investors. Learn more on MZTI's institutional investor holdings.

Of the 335 institutional investors that purchased Marzetti's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M&T Bank Corp ($6.81M), BlackRock Inc. ($2.74M), Vanguard Group Inc. ($2.27M), State Street Corp ($977.51K), First Trust Advisors LP ($803.71K), William Blair Investment Management LLC ($700.68K), and Geode Capital Management LLC ($651.06K).

Institutional investors have bought a total of 22,331,388 shares in the last 24 months. This purchase volume represents approximately $3.49B in transactions.

Of the 30 institutional investors that sold Marzetti's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Algert Global LLC ($56.71K), Engineers Gate Manager LP ($33.50K), Boston Trust Walden Corp ($31.09K), Principal Financial Group Inc. ($13.13K), Healthcare of Ontario Pension Plan Trust Fund ($12.07K), Corient Private Wealth LP ($9.95K), and Hsbc Holdings PLC ($7.21K).

Institutional investors have sold a total of 190,670 shares in the last 24 months. This volume of shares sold represents approximately $23.82M in transactions.



Institutional ownership data for NASDAQ:MZTI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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