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Zevia PBC (ZVIA) Institutional Ownership

Zevia PBC logo
$1.38 -0.06 (-4.17%)
As of 03:58 PM Eastern
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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)
51
Total
Institutional Inflows
(last 12 months)
$37.98M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$11.88M
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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
8/10/2026Tocqueville Asset Management L.P.16,228$26K0.0%N/A0.021%
5/19/2026Bank of America Corp DE43,947$51K0.0%-52.3%0.057%
5/18/2026Kanen Wealth Management LLC1,250,000$1.46M0.5%N/A1.624%
5/18/2026Stoic Point Capital Management LLC741,168$867K0.8%N/A0.963%
5/14/2026Renaissance Technologies LLC811,826$950K0.0%+33.3%1.081%
5/14/2026Sei Investments Co.73,801$86K0.0%N/A0.098%
5/7/2026Dimensional Fund Advisors LP214,319$251K0.0%-50.8%0.285%
5/5/2026 Bank of New York Mellon Corp112,370$131K0.0%+12.9%0.150%
2/23/2026Virtu Financial LLC28,447$66K0.0%N/A0.038%
2/18/2026XTX Topco Ltd11,704$27K0.0%-57.7%0.016%
2/18/2026 Quadrature Capital Ltd11,201$26K0.0%N/A0.015%
2/18/2026Millennium Management LLC64,401$149K0.0%N/A0.086%
2/18/2026Engineers Gate Manager LP11,962$28K0.0%N/A0.016%
2/18/2026Bridgeway Capital Management LLC191,700$445K0.0%+73.3%0.256%
2/17/2026AQR Capital Management LLC112,036$260K0.0%+226.8%0.149%
2/17/2026ArrowMark Colorado Holdings LLC812,763$1.89M0.0%-32.3%1.084%
2/16/2026Squarepoint Ops LLC211,365$490K0.0%-24.7%0.282%
2/16/2026Verition Fund Management LLC27,995$65K0.0%+115.8%0.037%
2/16/2026Barclays PLC86,775$201K0.0%+62.8%0.116%
2/13/2026The Manufacturers Life Insurance Company 16,474$38K0.0%N/A0.022%
2/13/2026Jacobs Levy Equity Management Inc.527,498$1.22M0.0%+382.1%0.703%
2/13/2026Charles Schwab Investment Management Inc.157,587$366K0.0%+58.6%0.210%
2/13/2026 State Street Corp492,671$1.14M0.0%-4.8%0.657%
2/13/2026Wells Fargo & Company MN60,750$141K0.0%+178.0%0.081%
2/12/2026Jane Street Group LLC345,515$802K0.0%N/A0.461%
2/12/2026Renaissance Technologies LLC608,826$1.41M0.0%+57.4%0.812%
2/12/2026Dimensional Fund Advisors LP435,731$1.01M0.0%+42.3%0.581%
2/12/2026Bank of Montreal Can24,579$57K0.0%-30.5%0.033%
2/12/2026Nuveen LLC153,510$356K0.0%+273.2%0.205%
2/10/2026Goldman Sachs Group Inc.351,525$816K0.0%+49.8%0.469%
2/9/2026Geode Capital Management LLC1,023,391$2.38M0.0%+29.3%1.364%
2/9/2026Jefferies Financial Group Inc.2,096,590$4.86M0.0%N/A2.795%
1/30/2026 R Squared Ltd44,012$102K0.0%+228.8%0.059%
1/27/2026 TD Waterhouse Canada Inc.131,042$303K0.0%+6.7%0.175%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,721$27K0.0%N/A0.016%
1/9/2026 SG Americas Securities LLC13,247$31K0.0%N/A0.018%
11/21/2025CIBC Bancorp USA Inc.180,542$491K0.0%N/A0.241%
11/17/2025Jacobs Levy Equity Management Inc.109,421$298K0.0%-75.1%0.146%
11/17/2025Verition Fund Management LLC12,971$35K0.0%-82.8%0.017%
11/17/2025Qube Research & Technologies Ltd118,854$323K0.0%N/A0.158%
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11/17/2025Focus Partners Wealth285,892$778K0.0%+100.0%0.381%
11/17/2025Divisadero Street Capital Management LP6,159,362$16.75M0.7%+90.6%8.212%
11/17/2025Centiva Capital LP88,620$241K0.0%N/A0.118%
11/17/2025Bank of America Corp DE9,817$27K0.0%-36.3%0.013%
11/17/2025Algert Global LLC67,400$183K0.0%+80.6%0.090%
11/17/2025Alliancebernstein L.P.46,310$126K0.0%+125.4%0.062%
11/14/2025Caisse de depot et placement du Quebec17,050,428$46.38M0.1%-14.8%22.749%
11/14/2025Two Sigma Investments LP89,596$244K0.0%+488.2%0.120%
11/14/2025Ghisallo Capital Management LLC1,100,000$2.99M0.1%+265.1%1.468%
11/14/2025Squarepoint Ops LLC280,682$763K0.0%+68.0%0.374%
11/13/2025Tocqueville Asset Management L.P.16,228$44K0.0%N/A0.022%
11/13/2025 Russell Investments Group Ltd.54,534$148K0.0%-79.5%0.073%
11/13/2025Dynamic Technology Lab Private Ltd21,059$57K0.0%-29.4%0.028%
11/13/2025CreativeOne Wealth LLC28,162$77K0.0%+45.4%0.038%
11/12/2025Dimensional Fund Advisors LP306,099$833K0.0%+7.7%0.408%
11/12/2025 R Squared Ltd13,385$36K0.0%N/A0.018%
11/7/2025Vanguard Group Inc.1,966,289$5.35M0.0%+4.8%2.623%
11/4/2025 State of Wyoming22,926$62K0.0%-68.8%0.031%
11/3/2025 TD Waterhouse Canada Inc.122,805$306K0.0%+105.2%0.164%
10/30/2025 Strs Ohio150,500$409K0.0%+51.3%0.201%
10/30/2025 Emerald Mutual Fund Advisers Trust924,124$2.51M0.1%+21.3%1.233%
8/27/2025Squarepoint Ops LLC167,073$538K0.0%-5.4%0.223%
8/19/2025 State of Wyoming73,435$236K0.0%N/A0.098%
8/15/2025Moore Capital Management LP150,000$483K0.0%N/A0.202%
8/15/2025Gilder Gagnon Howe & Co. LLC156,135$503K0.0%+47.2%0.210%
8/15/2025Engineers Gate Manager LP18,000$58K0.0%N/A0.024%
8/15/2025Bank of America Corp DE15,422$50K0.0%-77.5%0.021%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,238$56K0.0%N/A0.023%
8/14/2025Divisadero Street Capital Management LP3,230,980$10.40M0.7%N/A4.353%
8/13/2025Invesco Ltd.23,094$74K0.0%N/A0.031%
8/13/2025Shelton Capital Management22,500$72K0.0%N/A0.030%
8/13/2025 New York State Common Retirement Fund28,500$92K0.0%N/A0.038%
8/13/2025 Russell Investments Group Ltd.266,436$858K0.0%+99.7%0.359%
8/12/2025CreativeOne Wealth LLC19,375$62K0.0%N/A0.026%
8/12/2025JPMorgan Chase & Co.15,518$50K0.0%+2,460.7%0.021%
8/12/2025Dynamic Technology Lab Private Ltd29,808$96K0.0%-65.7%0.040%
8/11/2025 TD Waterhouse Canada Inc.59,846$184K0.0%-34.5%0.081%
8/8/2025Intech Investment Management LLC15,926$51K0.0%N/A0.021%
8/8/2025 Calamos Advisors LLC125,574$404K0.0%+188.9%0.169%
8/8/2025 Police & 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%
8/7/2025Acadian Asset Management LLC650,621$2.09M0.0%+7.1%0.877%
8/5/2025Bank 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%
7/14/2025Kapitalo Investimentos Ltda145,105$467K0.1%N/A0.196%
6/27/2025Goldman Sachs Group Inc.152,056$328K0.0%-44.8%0.205%
Bernie is gunning for your money (Ad)

Bernie Sanders introduced a bill proposing a one-time 50% tax on shares of America's most successful companies - not on profits or revenue, but on the equity itself. Trump has now backed the same sovereign wealth fund concept, and the U.S. government already owns stakes in 37 companies worth $27.6 billion. A Silicon Valley doctrine may be behind the push, redirecting capital at massive scale toward a small group of firms.tc pixel

Watch the full interview to see what to buy and sell
5/21/2025Acadian 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%


ZVIA Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 institutional investors and hedge funds held shares of Zevia PBC. The most heavily invested institutionals were Caisse de depot et placement du Quebec ($46.38M), Divisadero Street Capital Management LP ($16.75M), Silvercrest Asset Management Group LLC ($5.55M), Vanguard Group Inc. ($5.35M), Jefferies Financial Group Inc. ($4.86M), Ghisallo Capital Management LLC ($2.99M), and Emerald Mutual Fund Advisers Trust ($2.51M).Learn more on Zevia PBC's institutional investors.

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

Of the 85 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: Divisadero Street Capital Management LP ($6.16M), Jefferies Financial Group Inc. ($2.10M), Kanen Wealth Management LLC ($1.25M), ArrowMark Colorado Holdings LLC ($1M), Jacobs Levy Equity Management Inc. ($962.18K), Emerald Mutual Fund Advisers Trust ($924.12K), and Ghisallo Capital Management LLC ($798.70K).

Institutional investors have bought a total of 15,164,026 shares in the last 24 months. This purchase volume represents approximately $37.95M in transactions.

Of the 14 institutional investors that sold Zevia PBC's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Caisse de depot et placement du Quebec ($2.97M), ArrowMark Colorado Holdings LLC ($387.24K), Jacobs Levy Equity Management Inc. ($330.50K), Dimensional Fund Advisors LP ($221.41K), Russell Investments Group Ltd. ($211.90K), Bank of America Corp DE ($106.89K), and Squarepoint Ops LLC ($78.93K).

Institutional investors have sold a total of 4,570,792 shares in the last 24 months. This volume of shares sold represents approximately $11.88M in transactions.


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Institutional ownership data for NYSE:ZVIA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/10/2026. New 13F filings are added each quarter as they're published.
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