Ranked by reported Q2 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. | 4.3M | $133.1M | +4.5% | 4.557% | 0.00% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 2.8M | $88.6M | -3.6% | 3.033% | 0.12% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.0M | $63.6M | -12.9% | 2.176% | 0.20% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $51.2M | +3.6% | 1.752% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $49.1M | -2.0% | 1.680% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $32.8M | +0.7% | 1.124% | 0.00% |
| 7 | STATE STREET CORP | 972K | $30.3M | +7.7% | 1.039% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 907K | $28.3M | +6.9% | 0.969% | 0.00% |
| 9 | TWO SIGMA INVESTMENTS, LP | 664K | $20.7M | +11.3% | 0.709% | 0.01% |
| 10 | MORGAN STANLEY | 519K | $16.2M | +1.8% | 0.555% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 499K | $15.6M | -7.3% | 0.532% | 0.00% |
| 12 | NORTHERN TRUST CORP | 301K | $9.4M | +5.0% | 0.322% | 0.00% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 270K | $8.8M | +6.0% | 0.288% | 0.00% |
| 14 | ALGERT GLOBAL LLC | 274K | $8.5M | +54.5% | 0.292% | 0.10% |
| 15 | NORGES BANK | 266K | $8.3M | — | 0.284% | 0.00% |
| 16 | Creative Planning | 264K | $8.2M | +63.8% | 0.282% | 0.00% |
| 17 | BANK OF AMERICA CORP /DE/ | 255K | $7.9M | +4.1% | 0.272% | 0.00% |
| 18 | AMERICAN CENTURY COMPANIES INC | 245K | $7.6M | +240.9% | 0.262% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 236K | $7.4M | +7.8% | 0.252% | 0.00% |
| 20 | DENALI ADVISORS LLC | 223K | $7.0M | -5.7% | 0.238% | 0.70% |
| 21 | TEACHER RETIREMENT SYSTEM OF TEXAS | 200K | $6.2M | +1.5% | 0.214% | 0.02% |
| 22 | Invesco Ltd. | 190K | $5.9M | -0.7% | 0.203% | 0.00% |
| 23 | Bank of New York Mellon Corp | 179K | $5.6M | +4.4% | 0.191% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 167K | $5.2M | +2.1% | 0.179% | 0.00% |
| 25 | WELLS FARGO & COMPANY/MN | 165K | $5.2M | +2.9% | 0.176% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FIZZ — a direct measure of their conviction.
Filings activity in FIZZ during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 258 | +8.4% | 26.26% | +0.89 pp | $752M | 3.5% |
| Q1 2026 | 238 | +3.9% | 25.37% | +0.18 pp | $779M | +7.9% |
| Q4 2025 | 229 | 1.7% | 25.19% | +0.61 pp | $722M | 11% |
| Q3 2025 | 233 | +0.9% | 24.58% | 0.51 pp | $814M | 16% |
| Q2 2025 | 231 | 1.7% | 25.09% | +0.41 pp | $969M | +5.9% |
| Q1 2025 | 235 | +6.3% | 24.68% | +0.87 pp | $915M | +1.2% |
| Q4 2024 | 221 | 2.2% | 23.81% | 0.07 pp | $904M | 9.3% |
| Q3 2024 | 226 | — | 23.88% | — | $997M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FIZZ stock.
Based on Q2 2026 13F filings, institutional ownership of National Beverage Corp. stands at 26.3%, held across 258 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FIZZ, with approximately 4,265,616 shares worth $0.13B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of FIZZ, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for FIZZ is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in FIZZ during Q2 2026, while 29 fully exited. 71 added to existing positions and 132 trimmed.
FIZZ institutional ownership rose by 0.89 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 68.3% of all reported 13F value in FIZZ, and the top 25 account for 83.9%.
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