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Marzetti Company (MZTI)

CUSIP: 513847103 | NYSE | Consumer Defensive · Packaged Foods | Mid Cap | 1043 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC1,278,2004.7%−124,356Sep 30, 202692d ahead of 13F (1,384,677 sh) · −106,477
13G/AVanguard Portfolio Management LLC1,278,200
4.7% of class · Sep 30, 2026−124,356
92d ahead of 13F (1,384,677 sh) · −106,477

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP853,596
0.0% of portfolio›$84.7M
ProShare Advisors LLC253,033
0.0% of portfolio›$25.1M
Principal Financial Group Inc244,126
0.0% of portfolio›$24.2M
Tributary Capital Management, LLC154,197
1.4% of portfolio›$15.3M
Welch & Forbes LLC70,518
0.1% of portfolio›$7.0M
Leeward Investments, LLC - MA50,908
0.3% of portfolio›$5.0M
Creative Planning50,531
0.0% of portfolio›$5.0M
Bernzott Capital Advisors41,504
1.8% of portfolio›$4.1M
Vest Financial, LLC40,204
0.0% of portfolio›$4.0M
Wolff Financial Management LLC24,473
0.5% of portfolio›$2.4M
KBC Group NV24,109
0.0% of portfolio›$2.4K
Skylands Capital, LLC20,675
0.3% of portfolio›$2.1M
Retirement Systems of Alabama20,082
0.0% of portfolio›$2.0M
Mirae Asset Global Investments Co., Ltd.18,791
0.0% of portfolio›$1.9M
New York State Teachers Retirement System16,431
0.0% of portfolio›$1.6K
Alps Advisors Inc15,062
0.0% of portfolio›$1.5M
Y-Intercept (Hong Kong) Ltd13,702
0.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.12,220
0.0% of portfolio›$1.2K
Hamilton Capital, LLC11,779
0.1% of portfolio›$1.2M
Azzad Asset Management Inc11,364
0.1% of portfolio›$1.1M
Park National Corp11,160
0.0% of portfolio›$1.1M
State of New Jersey Common Pension Fund D10,390
0.0% of portfolio›$1.0M
Truist Financial Corp9,534
0.0% of portfolio›$945.7K
D.A. Davidson & Co.9,526
0.0% of portfolio›$944.9K
Amalgamated Bank8,356
0.0% of portfolio›$829
Citigroup Inc7,041
0.0% of portfolio›$698.4K
Mutual of America Capital Management LLC6,902
0.0% of portfolio›$684.6K
Inspire Investing, LLC6,437
0.0% of portfolio›$638.5K
Oppenheimer Asset Management Inc.6,291
0.0% of portfolio›$624.0K
Louisiana State Employees Retirement System5,800
0.0% of portfolio›$575.3K
Achmea Investment Management B.V.5,800
0.0% of portfolio›$575.8K
Arizona State Retirement System5,406
0.0% of portfolio›$536.2K
Daiwa Securities Group Inc.5,127
0.0% of portfolio›$508.5K
Yousif Capital Management, LLC5,096
0.0% of portfolio›$505.5K
Park Avenue Securities LLC5,085
0.0% of portfolio›$504
Lido Advisors, LLC4,850
0.0% of portfolio›$481.2K
First Merchants Corp4,700
0.0% of portfolio›$466.2K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,647
0.0% of portfolio›$460.9K
State of Michigan Retirement System4,532
0.0% of portfolio›$449.5K
ADE, LLC4,500
0.2% of portfolio›$446.4K
Foguth Wealth Management, Llc.4,293
0.0% of portfolio›$448.4K
Oregon Public Employees Retirement Fund4,062
0.0% of portfolio›$402.9K
Pictet Asset Management Holding SA3,456
0.0% of portfolio›$342.8K
Tactive Advisors, LLC3,231
0.1% of portfolio›$320.4K
State of Alaska, Department of Revenue3,158
0.0% of portfolio›$313
Wealth Enhancement Advisory Services, LLC2,997
0.0% of portfolio›$306.3K
Swiss Life Asset Management Ltd2,974
0.0% of portfolio›$295.0K
ICW Investment Advisors LLC2,861
0.1% of portfolio›$283.8K
Xponance LLC2,859
0.0% of portfolio›$283.6K
Fulcrum Asset Management LLP2,476
0.0% of portfolio›$247.4K
Joseph Group Capital Management2,415
0.0% of portfolio›$239.5K
Asset Management One Co., Ltd.2,402
0.0% of portfolio›$238.3K
Bahl & Gaynor LLC2,353
0.0% of portfolio›$233.4K
Elevatus Welath Management2,250
0.1% of portfolio›$223.2K
Roman Butler Fullerton & Co2,050
0.0% of portfolio›$215.1K
Cassaday & Co Wealth Management LLC2,002
0.0% of portfolio›$198.6K
Blue Trust, Inc.1,941
0.0% of portfolio›$192.5K
Bokf, NA1,724
0.0% of portfolio›$171.0K
Provenance Wealth Advisors, LLC1,433
0.0% of portfolio›$142.1K
Nisa Investment Advisors, LLC1,165
0.0% of portfolio›$115.6K
Simplex Trading, LLC1,000
0.0% of portfolio›$99.2K
Signaturefd, LLC949
0.0% of portfolio›$94.1K
Covestor Ltd844
0.0% of portfolio›$83
Versant Capital Management, Inc775
0.0% of portfolio›$76.9K
Farther Finance Advisors, LLC735
0.0% of portfolio›$72.9K
Sterling Capital Management LLC638
0.0% of portfolio›$63.3K
Parallel Advisors, LLC575
0.0% of portfolio›$57.0K
DekaBank Deutsche Girozentrale475
0.0% of portfolio›$47
Gamma Investing LLC408
0.0% of portfolio›$40.5K
EverSource Wealth Advisors, LLC375
0.0% of portfolio›$37.2K
Owl Creek Wealth Partners LLC220
0.0% of portfolio›$21.8K
Signature Equity Partners, LLC219
0.0% of portfolio›$21.7K
Mcdonald Partners LLC200
0.0% of portfolio›$19.8K
MassMutual Private Wealth & Trust, FSB179
0.0% of portfolio›$17.8K
SJS Investment Consulting Inc.167
0.0% of portfolio›$16.6K
Heritage Family Offices, LLP163
0.0% of portfolio›$16.2K
Private Trust Co NA150
0.0% of portfolio›$14.9K
Creative Financial Designs Inc135
0.0% of portfolio›$13.4K
Pinnacle Wealth Planning Services, Inc.101
0.0% of portfolio›$10.0K
Assetmark, Inc100
0.0% of portfolio›$9.9K
TD Private Client Wealth LLC90
0.0% of portfolio›$8.9K
IFP Advisors, Inc70
0.0% of portfolio›$6.9K
Larson Financial Group LLC67
0.0% of portfolio›$6.6K
Latitude Advisors, LLC63
0.0% of portfolio›$6.2K
True Wealth Design, LLC62
0.0% of portfolio›$6.2K
Parkside Financial Bank & Trust60
0.0% of portfolio›$6.0K
GK Wealth Management LLC53
0.0% of portfolio›$5.2K
Ascentis Independent Advisors45
0.0% of portfolio›$4.5K
Cedar Mountain Advisors, LLC44
0.0% of portfolio›$4.4K
Root Financial Partners, LLC40
0.0% of portfolio›$4.0K
Silver Grove Financial Group, Inc.37
0.0% of portfolio›$3.7K
Physician Wealth Advisors, Inc.34
0.0% of portfolio›$3.4K
Essential Partners LLC31
0.0% of portfolio›$3.1K
MJT & Associates Financial Advisory Group, Inc.30
0.0% of portfolio›$3.0K
Mitsubishi UFJ Asset Management Co., Ltd.22
0.0% of portfolio›$2.2K
Farmers & Merchants Investments Inc18
0.0% of portfolio›$1.8K
Entrust Financial LLC16
0.0% of portfolio›$1.6K
SBI Securities Co., Ltd.14
0.0% of portfolio›$1.4K
CoreCap Advisors, LLC14
0.0% of portfolio›$1.4K
Spire Wealth Management11
0.0% of portfolio›$1.1K
First Horizon Corp9
0.0% of portfolio›$893
Bare Financial Services, Inc8
0.0% of portfolio›$794
Fortitude Family Office, LLC7
0.0% of portfolio›$694
Private Wealth Management Group, LLC6
0.0% of portfolio›$596
Marquette Asset Management, LLC6
0.0% of portfolio›$596
TFC Financial Management, Inc.5
0.0% of portfolio›$496
WPG Advisers, LLC4
0.0% of portfolio›$397
Bell Investment Advisors, Inc4
0.0% of portfolio›$397
Ascentis Wealth Management, LLC4
0.0% of portfolio›$396
Creative Capital Management Investments LLC4
0.0% of portfolio›$397
JFS Wealth Advisors, LLC2
0.0% of portfolio›$199
DiNuzzo Private Wealth, Inc.1
0.0% of portfolio›$100
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$99
Cullen T Bankers, Inc.0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
853,596$84.7M0.0%IndexLowAustin, TX2026-11-04
ProShare Advisors LLC
253,033$25.1M0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
244,126$24.2M0.0%CoreLowDes Moines, IA2026-11-02
Tributary Capital Management, LLC
154,197$15.3M1.4%ValueMediumOmaha, NE2026-10-28
Welch & Forbes LLC
70,518$7.0M0.1%CoreVery LowBoston, MA2026-11-04
Leeward Investments, LLC - MA
50,908$5.0M0.3%Deep ValueLowBoston, MA2026-10-23
Creative Planning
50,531$5.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Bernzott Capital Advisors
41,504$4.1M1.8%YieldMediumCamarillo, CA2026-10-29
Vest Financial, LLC
40,204$4.0M0.0%ValueMediumMclean, VA2026-10-21
Wolff Financial Management LLC
24,473$2.4M0.5%ETFVery LowKalamazoo, MI2026-10-23
KBC Group NV
24,109$2.4K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Skylands Capital, LLC
20,675$2.1M0.3%ValueMediumMilwaukee, WI2026-10-21
Retirement Systems of Alabama
20,082$2.0M0.0%IndexLowMontgomery, AL2026-11-04
Mirae Asset Global Investments Co., Ltd.
18,791$1.9M0.0%GrowthLowSeoul, Malaysia2026-11-03
New York State Teachers Retirement System
16,431$1.6K0.0%CoreVery LowAlbany, NY2026-10-22
Alps Advisors Inc
15,062$1.5M0.0%YieldLowDenver, CO2026-11-03
Y-Intercept (Hong Kong) Ltd
13,702$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Cambridge Investment Research Advisors, Inc.
12,220$1.2K0.0%ETFLowFairfield, IA2026-11-02
Hamilton Capital, LLC
11,779$1.2M0.1%ETFVery LowColumbus, OH2026-10-08
Azzad Asset Management Inc
11,364$1.1M0.1%GrowthMediumFalls Church, VA2026-11-04
Park National Corp
11,160$1.1M0.0%CoreLowNewark, OH2026-10-05
State of New Jersey Common Pension Fund D
10,390$1.0M0.0%CoreLowTrenton, NJ2026-11-05
Truist Financial Corp
9,534$945.7K0.0%CoreLowCharlotte, NC2026-10-30
D.A. Davidson & Co.
9,526$944.9K0.0%CoreLowGreat Falls, MT2026-10-28
Amalgamated Bank
8,356$8290.0%CoreVery LowNew York, NY2026-10-23
Citigroup Inc
7,041$698.4K0.0%CoreMediumNew York, NY2026-11-04
Mutual of America Capital Management LLC
6,902$684.6K0.0%IndexLowNew York, NY2026-10-23
Inspire Investing, LLC
6,437$638.5K0.0%GARPHighMeridian, ID2026-10-22
Oppenheimer Asset Management Inc.
6,291$624.0K0.0%CoreMediumNew York, NY2026-10-27
Louisiana State Employees Retirement System
5,800$575.3K0.0%IndexLowBaton Rouge, LA2026-10-20
Achmea Investment Management B.V.
5,800$575.8K0.0%CoreMediumZeist, Philippines2026-10-30
Arizona State Retirement System
5,406$536.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Daiwa Securities Group Inc.
5,127$508.5K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Yousif Capital Management, LLC
5,096$505.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Park Avenue Securities LLC
5,085$5040.0%ETFMediumNew York, NY2026-10-26
Lido Advisors, LLC
4,850$481.2K0.0%GrowthLowLos Angeles, CA2026-11-04
First Merchants Corp
4,700$466.2K0.0%GrowthLowMuncie, IN2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,647$460.9K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
4,532$449.5K0.0%IndexLowEast Lansing, MI2026-10-27
ADE, LLC
4,500$446.4K0.2%ETFLowBaltimore, MD2026-10-29
Foguth Wealth Management, Llc.
4,293$448.4K0.0%ETFHighBrighton, MI2026-10-19
Oregon Public Employees Retirement Fund
4,062$402.9K0.0%IndexVery LowTigard, OR2026-10-30
Pictet Asset Management Holding SA
3,456$342.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Tactive Advisors, LLC
3,231$320.4K0.1%ETFHighJacksonville, FL2026-10-08
State of Alaska, Department of Revenue
3,158$3130.0%CoreVery LowJuneau, AK2026-10-15
Wealth Enhancement Advisory Services, LLC
2,997$306.3K0.0%CoreLowPlymouth, MN2026-10-13
Swiss Life Asset Management Ltd
2,974$295.0K0.0%CoreLowZurich, Switzerland2026-11-03
ICW Investment Advisors LLC
2,861$283.8K0.1%CoreVery LowScottsdale, AZ2026-10-27
Xponance LLC
2,859$283.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Fulcrum Asset Management LLP
2,476$247.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Joseph Group Capital Management
2,415$239.5K0.0%ETFLowColumbus, OH2026-11-04
Asset Management One Co., Ltd.
2,402$238.3K0.0%IndexVery LowTokyo, Mexico2026-10-27
Bahl & Gaynor LLC
2,353$233.4K0.0%CoreLowCincinnati, OH2026-11-05
Elevatus Welath Management
2,250$223.2K0.1%GrowthHighVictor, NY2026-10-19
Roman Butler Fullerton & Co
2,050$215.1K0.0%GrowthMediumSt Louis, MO2026-10-27
Cassaday & Co Wealth Management LLC
2,002$198.6K0.0%ETFVery LowMclean, VA2026-10-27
Blue Trust, Inc.
1,941$192.5K0.0%ETFLowBrentwood, TN2026-10-15
Bokf, NA
1,724$171.0K0.0%CoreLowTulsa, OK2026-10-27
Provenance Wealth Advisors, LLC
1,433$142.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Nisa Investment Advisors, LLC
1,165$115.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Simplex Trading, LLC
1,000$99.2K0.0%CoreVery HighChicago, IL2026-11-04
Signaturefd, LLC
949$94.1K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
844$830.0%ValueHighLondon, United Kingdom2026-10-30
Versant Capital Management, Inc
775$76.9K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
735$72.9K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
638$63.3K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
575$57.0K0.0%IndexLowSan Francisco, CA2026-11-03
DekaBank Deutsche Girozentrale
475$470.0%CoreLowFrankfurt, Hong Kong2026-10-27
Gamma Investing LLC
408$40.5K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
375$37.2K0.0%CoreMediumBirmingham, AL2026-11-04
Owl Creek Wealth Partners LLC
220$21.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Signature Equity Partners, LLC
219$21.7K0.0%GrowthMediumColumbus, OH2026-10-29
Mcdonald Partners LLC
200$19.8K0.0%CoreLowCleveland, OH2026-11-03
MassMutual Private Wealth & Trust, FSB
179$17.8K0.0%CoreLowSpringfield, MA2026-10-05
SJS Investment Consulting Inc.
167$16.6K0.0%ETFVery LowSylvania, OH2026-10-26
Heritage Family Offices, LLP
163$16.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Private Trust Co NA
150$14.9K0.0%CoreLowCleveland, OH2026-10-20
Creative Financial Designs Inc
135$13.4K0.0%ETFMediumKokomo, IN2026-11-04
Pinnacle Wealth Planning Services, Inc.
101$10.0K0.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
100$9.9K0.0%ETFLowConcord, CA2026-10-21
TD Private Client Wealth LLC
90$8.9K0.0%ETFLowNew York, NY2026-10-28
IFP Advisors, Inc
70$6.9K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
67$6.6K0.0%GrowthLowSt Louis, MO2026-11-05
Latitude Advisors, LLC
63$6.2K0.0%ETFLowYorkville, IL2026-10-27
True Wealth Design, LLC
62$6.2K0.0%ETFMediumAkron, OH2026-10-13
Parkside Financial Bank & Trust
60$6.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
GK Wealth Management LLC
53$5.2K0.0%GARPVery HighReno, NV2026-10-09
Ascentis Independent Advisors
45$4.5K0.0%ETFLowDallas, TX2026-11-03
Cedar Mountain Advisors, LLC
44$4.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Root Financial Partners, LLC
40$4.0K0.0%ETFMediumEncinitas, CA2026-10-21
Silver Grove Financial Group, Inc.
37$3.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Physician Wealth Advisors, Inc.
34$3.4K0.0%ETFMediumMidvale, UT2026-10-20
Essential Partners LLC
31$3.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
MJT & Associates Financial Advisory Group, Inc.
30$3.0K0.0%ETFLowMontevideo, MN2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.
22$2.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
Farmers & Merchants Investments Inc
18$1.8K0.0%CoreVery LowLincoln, NE2026-10-22
Entrust Financial LLC
16$1.6K0.0%ETFLowWayne, PA2026-11-04
SBI Securities Co., Ltd.
14$1.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
CoreCap Advisors, LLC
14$1.4K0.0%ETFMediumSouthfield, MI2026-10-08
Spire Wealth Management
11$1.1K0.0%GrowthMediumMclean, VA2026-10-30
First Horizon Corp
9$8930.0%CoreLowMemphis, TN2026-10-26
Bare Financial Services, Inc
8$7940.0%ETFVery LowGap, PA2026-11-04
Fortitude Family Office, LLC
7$6940.0%ETFMediumScottsdale, AZ2026-10-14
Private Wealth Management Group, LLC
6$5960.0%ETFLowPrinceton, NJ2026-10-19
Marquette Asset Management, LLC
6$5960.0%ETFVery LowMinneapolis, MN2026-10-09
TFC Financial Management, Inc.
5$4960.0%ETFVery LowBoston, MA2026-10-26
WPG Advisers, LLC
4$3970.0%CoreLowBaltimore, MD2026-10-27
Bell Investment Advisors, Inc
4$3970.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Wealth Management, LLC
4$3960.0%Agg GrowthLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
4$3970.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
2$1990.0%ETFVery LowHermitage, PA2026-11-03
DiNuzzo Private Wealth, Inc.
1$1000.0%ETFLowBeaver, PA2026-10-16
Caitong International Asset Management Co., Ltd
1$990.0%GrowthVery HighHong Kong, South Korea2026-10-29
Cullen T Bankers, Inc.
0$40.0%GrowthLowSan Antonio, TX2026-10-28