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Zevia PBC (ZVIA) Institutional Ownership

Zevia PBC logo
$3.31 0.00 (0.00%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$3.30 0.00 (-0.15%)
As of 08/8/2025 06:54 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 Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Zevia PBC (NYSE:ZVIA)

Current
Institutional Ownership
Percentage
53.21%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$22.24M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$875.58K
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ZVIA Institutional Buying and Selling by Quarter

Zevia PBC Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Intech Investment Management LLC15,926$51K0.0%N/A0.021%
8/8/2025Calamos Advisors LLC125,574$404K0.0%+188.9%0.169%
8/8/2025Police & Firemen s Retirement System of New Jersey7,907$25K0.0%N/A0.011%
8/8/2025Geode Capital Management LLC933,407$3.01M0.0%+66.5%1.258%
8/7/2025 Hodges Capital Management Inc.228,000$734K0.1%N/A0.307%
8/7/2025 Acadian Asset Management LLC650,621$2.09M0.0%+7.1%0.877%
8/5/2025 Bank of Montreal Can292,800$943K0.0%N/A0.395%
8/4/2025 Emerald Mutual Fund Advisers Trust761,700$2.45M0.1%+99.9%1.026%
8/4/2025 Emerald Advisers LLC129,857$418K0.0%+42.9%0.175%
7/23/2025 Tectonic Advisors LLC97,777$315K0.0%N/A0.132%
7/15/2025 DKM Wealth Management Inc.13,000$42K0.0%N/A0.018%
7/14/2025 Kapitalo Investimentos Ltda145,105$467K0.1%N/A0.196%
6/27/2025Goldman Sachs Group Inc.152,056$328K0.0%-44.8%0.205%
5/21/2025 Acadian Asset Management LLC607,303$1.31M0.0%+950.8%0.826%
5/16/2025Goldman Sachs Group Inc.152,056$328K0.0%-44.8%0.207%
5/16/2025Dynamic Technology Lab Private Ltd86,984$187K0.0%N/A0.118%
5/16/2025Jacobs Levy Equity Management Inc.544,099$1.18M0.0%+2,701.2%0.740%
5/15/2025First Manhattan CO. LLC.22,000$48K0.0%N/A0.030%
5/15/2025Cubist Systematic Strategies LLC79,275$171K0.0%+52.7%0.108%
5/15/2025OMERS ADMINISTRATION Corp157,300$340K0.0%+77.7%0.214%
5/14/2025Walleye Capital LLC44,139$95K0.0%N/A0.060%
5/13/2025American Century Companies Inc.31,199$67K0.0%N/A0.042%
5/13/2025Russell Investments Group Ltd.133,442$288K0.0%-6.2%0.182%
5/9/2025Capstone Financial Advisors Inc.20,000$43K0.0%-60.0%0.027%
5/8/2025XTX Topco Ltd30,746$66K0.0%-17.5%0.042%
5/1/2025 Emerald Advisers LLC90,871$196K0.0%+67.2%0.124%
5/1/2025 Emerald Mutual Fund Advisers Trust381,007$823K0.1%+28.2%0.518%
4/29/2025Calamos Advisors LLC43,461$94K0.0%-61.3%0.059%
4/23/2025 Spire Wealth Management16,751$36K0.0%-30.4%0.023%
4/14/2025Outlook Wealth Advisors LLC13,250$29K0.0%N/A0.018%
2/17/2025Wolverine Trading LLC10,021$39K0.0%N/A0.014%
2/17/2025Soviero Asset Management LP210,000$880K0.5%N/A0.288%
2/17/2025Squarepoint Ops LLC33,072$139K0.0%N/A0.045%
2/17/2025Silvercrest Asset Management Group LLC1,323,885$5.55M0.0%+87.1%1.813%
2/17/2025Point72 Asia Singapore Pte. Ltd.21,490$90K0.0%+44.4%0.029%
2/17/2025OMERS ADMINISTRATION Corp88,500$371K0.0%N/A0.121%
2/17/2025Millennium Management LLC254,965$1.07M0.0%-4.3%0.349%
2/17/2025Jacobs Levy Equity Management Inc.19,424$81K0.0%N/A0.027%
2/17/2025Cubist Systematic Strategies LLC51,932$218K0.0%N/A0.071%
2/17/2025Bridgeway Capital Management LLC110,600$463K0.0%+22.9%0.151%
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2/17/2025Bank of America Corp DE15,817$66K0.0%+2,845.4%0.022%
2/17/2025ArrowMark Colorado Holdings LLC1,000,000$4.19M0.1%N/A1.370%
2/14/2025Jane Street Group LLC126,745$531K0.0%+481.7%0.174%
2/14/2025Schonfeld Strategic Advisors LLC10,795$45K0.0%N/A0.015%
2/14/2025 Emerald Mutual Fund Advisers Trust297,229$1.25M0.1%N/A0.407%
2/14/2025Northern Trust Corp119,428$500K0.0%+11.6%0.164%
2/14/2025Stifel Financial Corp10,050$42K0.0%N/A0.014%
2/13/2025Marshall Wace LLP204,800$858K0.0%N/A0.281%
2/13/2025XTX Topco Ltd37,272$156K0.0%-19.6%0.051%
2/13/2025Renaissance Technologies LLC150,726$632K0.0%+51.6%0.206%
2/13/2025Russell Investments Group Ltd.142,274$596K0.0%N/A0.195%
2/12/2025Geode Capital Management LLC539,652$2.26M0.0%+0.6%0.739%
2/11/2025 Emerald Advisers LLC54,359$228K0.0%N/A0.074%
2/6/2025SBI Securities Co. Ltd.13,564$57K0.0%N/A0.019%
2/3/2025 Abacus Planning Group Inc.13,661$57K0.0%N/A0.019%
1/24/2025Calamos Advisors LLC112,428$471K0.0%N/A0.154%
1/24/2025 Spire Wealth Management24,051$101K0.0%N/A0.033%
1/10/2025 ORG Wealth Partners LLC30,674$129K0.0%N/A0.042%
11/25/2024 Wilmington Savings Fund Society FSB99,624$108K0.0%N/A0.136%
11/15/2024XTX Topco Ltd46,344$50K0.0%N/A0.064%
11/12/2024 Nwam LLC35,866$39K0.0%N/A0.049%
9/16/2024Point72 Asia Singapore Pte. Ltd.39,030$26K0.0%N/A0.054%
8/15/2024Point72 Asia Singapore Pte. Ltd.39,030$26K0.0%N/A0.054%
8/9/2024Renaissance Technologies LLC69,300$47K0.0%+128.7%0.096%
2/6/2024 Sapient Capital LLC60,900$122K0.0%N/A0.085%
2/5/2024 Anchor Capital Advisors LLC39,412$79K0.0%-84.7%0.055%
1/29/2024 Sapient Capital LLC20,300$41K0.0%N/A0.028%
11/15/2023Kennedy Capital Management LLC645,041$1.43M0.0%+51.7%0.904%
10/27/2023 Allspring Global Investments Holdings LLC14,013$31K0.0%N/A0.020%
10/27/2023 BSW Wealth Partners153,306$340K0.1%-55.4%0.215%
10/23/2023 Commonwealth Equity Services LLC45,912$102K0.0%-22.5%0.064%
8/14/2023Silvercrest Asset Management Group LLC805,148$3.47M0.0%+16.2%1.140%
8/11/2023 Penserra Capital Management LLC30,260$130K0.0%+97.5%0.043%
8/10/2023 Bessemer Group Inc.6,330$27K0.0%N/A0.009%
8/4/2023American International Group Inc.12,004$52K0.0%N/A0.017%
8/4/2023 Anchor Capital Advisors LLC256,757$1.11M0.0%+27.3%0.363%
7/27/2023Virtu Financial LLC32,741$141K0.0%N/A0.046%
5/25/2023Legato Capital Management LLC34,531$133K0.0%-32.2%0.049%
5/16/2023 BSW Wealth Partners400,000$1.54M0.3%N/A0.568%
5/12/2023Champlain Investment Partners LLC1,196,115$4.61M0.0%-1.0%1.700%
5/5/2023 Prime Capital Investment Advisors LLC144,074$555K0.0%N/A0.205%
5/4/2023 Emerald Mutual Fund Advisers Trust1,011,625$3.90M0.2%+7.1%1.438%
5/4/2023 Emerald Advisers LLC1,244,814$4.79M0.2%-0.5%1.769%
4/24/2023 Penserra Capital Management LLC15,320$58K0.0%+1,220.7%0.022%
4/14/2023Stonnington Group LLC221,460$784K0.2%-12.4%0.315%
4/12/2023 Riverwater Partners LLC41,963$162K0.1%-23.4%0.060%
2/14/2023683 Capital Management LLC45,284$185K0.0%N/A0.066%
2/13/2023CIBC Private Wealth Group LLC50,000$563K0.0%-25.5%0.073%
2/7/2023 Commonwealth Equity Services LLC58,899$240K0.0%+9.3%0.086%
2/3/2023 Emerald Mutual Fund Advisers Trust944,277$3.86M0.2%+0.9%1.371%
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2/3/2023 Emerald Advisers LLC1,250,656$5.12M0.2%+1.1%1.816%
2/1/2023Legato Capital Management LLC50,931$208K0.0%N/A0.074%
1/25/2023 Stephens Inc. AR288,362$1.18M0.0%+2.4%0.419%
1/17/2023 Wealth Alliance Advisory Group LLC12,200$50K0.0%N/A0.018%
1/12/2023 Riverwater Partners LLC54,773$224K0.2%+185.1%0.080%
1/11/2023Stonnington Group LLC252,874$1.12M0.3%-6.6%0.367%
11/16/2022 Verus Capital Partners LLC16,350$71K0.0%N/A0.024%
11/8/2022 Riverwater Partners LLC19,211$83K0.1%N/A0.028%
11/2/2022 Stephens Inc. AR281,739$1.22M0.0%+23.4%0.411%
10/25/2022 Emerald Mutual Fund Advisers Trust936,210$4.04M0.3%+45.3%1.364%
(Data available from 1/1/2016 forward)

ZVIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZVIA shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Zevia PBC. The most heavily invested institutionals were Silvercrest Asset Management Group LLC ($5.55M), ArrowMark Colorado Holdings LLC ($4.19M), Geode Capital Management LLC ($3.01M), Emerald Mutual Fund Advisers Trust ($2.45M), Acadian Asset Management LLC ($2.09M), Kennedy Capital Management LLC ($1.43M), and Jacobs Levy Equity Management Inc. ($1.18M).Learn more on Zevia PBC's institutional investors.

What percentage of Zevia PBC's stock is owned by institutional investors?

53.21% of Zevia PBC's stock is owned by institutional investors. Learn more on ZVIA's institutional investor holdings.

Which institutional investors have been buying Zevia PBC's stock?

Of the 47 institutional investors that purchased Zevia PBC's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ArrowMark Colorado Holdings LLC ($1M), Emerald Mutual Fund Advisers Trust ($761.70K), Silvercrest Asset Management Group LLC ($728.45K), Acadian Asset Management LLC ($592.83K), Jacobs Levy Equity Management Inc. ($544.10K), Geode Capital Management LLC ($375.84K), and Bank of Montreal Can ($292.80K).

How much institutional buying is happening at Zevia PBC?

Institutional investors have bought a total of 6,623,768 shares in the last 24 months. This purchase volume represents approximately $22.24M in transactions.

Which of Zevia PBC's major shareholders have been selling company stock?

The following institutional investors have sold Zevia PBC stock in the last 24 months: Goldman Sachs Group Inc. ($246.64K), Calamos Advisors LLC ($68.97K), Capstone Financial Advisors Inc. ($30K), XTX Topco Ltd ($15.60K), Millennium Management LLC ($11.37K), Russell Investments Group Ltd. ($8.83K), and Spire Wealth Management ($7.30K).

How much institutional selling is happening at Zevia PBC?

Institutional investors have sold a total of 388,710 shares in the last 24 months. This volume of shares sold represents approximately $875.58K in transactions.


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This page (NYSE:ZVIA) was last updated on 8/9/2025 by MarketBeat.com Staff
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