Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FIZZ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $137.3M | +3.6% | 4.359% | 0.00% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 2.9M | $99.1M | -7.2% | 3.146% | 0.16% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.3M | $78.7M | +1.0% | 2.497% | 0.23% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $54.0M | β | 1.713% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $53.3M | +9.6% | 1.690% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $35.2M | β | 1.116% | 0.00% |
| 7 | STATE STREET CORP | 903K | $30.4M | -0.0% | 0.964% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 848K | $28.6M | +12.5% | 0.906% | 0.00% |
| 9 | TWO SIGMA INVESTMENTS, LP | 597K | $20.1M | +177.5% | 0.637% | 0.02% |
| 10 | GOLDMAN SACHS GROUP INC | 538K | $18.1M | +120.6% | 0.574% | 0.00% |
| 11 | MORGAN STANLEY | 510K | $17.2M | +17.9% | 0.545% | 0.00% |
| 12 | NORTHERN TRUST CORP | 287K | $9.7M | +4.3% | 0.306% | 0.00% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 255K | $8.5M | +9287.4% | 0.272% | 0.00% |
| 14 | BANK OF AMERICA CORP /DE/ | 245K | $8.2M | -12.8% | 0.261% | 0.00% |
| 15 | DENALI ADVISORS LLC | 237K | $8.0M | +6.2% | 0.253% | 0.88% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 219K | $7.4M | +3.2% | 0.233% | 0.00% |
| 17 | TEACHER RETIREMENT SYSTEM OF TEXAS | 197K | $6.6M | +14.3% | 0.211% | 0.03% |
| 18 | Invesco Ltd. | 191K | $6.4M | -0.4% | 0.204% | 0.00% |
| 19 | Bank of New York Mellon Corp | 171K | $5.8M | -0.8% | 0.183% | 0.00% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 167K | $5.6M | +80.5% | 0.178% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 164K | $5.5M | -58.1% | 0.175% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 164K | $5.5M | β | 0.175% | 0.00% |
| 23 | Creative Planning | 161K | $5.4M | +74.2% | 0.172% | 0.00% |
| 24 | WELLS FARGO & COMPANY/MN | 161K | $5.4M | -23.4% | 0.171% | 0.00% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 141K | $4.8M | +43.4% | 0.151% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FIZZ β a direct measure of their conviction.
Filings activity in FIZZ during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new FIZZ position in Q1 2026
Institutions that fully closed their FIZZ position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 235 | +3.1% | 22.29% | +1.42 pp | $771M | +6.8% |
| Q4 2025 | 228 | 1.7% | 20.87% | 2.66 pp | $722M | 11% |
| Q3 2025 | 232 | +0.4% | 23.53% | 4.47 pp | $814M | 16% |
| Q2 2025 | 231 | 1.7% | 28.00% | +1.55 pp | $969M | +5.9% |
| Q1 2025 | 235 | +6.3% | 26.45% | +0.32 pp | $915M | +1.2% |
| Q4 2024 | 221 | 2.2% | 26.13% | 2.69 pp | $904M | 9.3% |
| Q3 2024 | 226 | +4.1% | 28.82% | 2.11 pp | $997M | 6.8% |
| Q2 2024 | 217 | β | 30.93% | β | $1.07B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FIZZ stock.
Based on Q1 2026 13F filings, institutional ownership of National Beverage Corp. stands at 22.3%, held across 235 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FIZZ, with approximately 4,081,717 shares worth $0.14B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of FIZZ, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for FIZZ is 72 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in FIZZ during Q1 2026, while 37 fully exited. 147 added to existing positions and 42 trimmed.
FIZZ institutional ownership rose by 1.42 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 71.9% of all reported 13F value in FIZZ, and the top 25 account for 86.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
National Beverage Corp. (FIZZ) Institutional Ownership