Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MZTI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.6M | $363.1M | +2.8% | 9.572% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $181.1M | — | 4.773% | 0.01% |
| 3 | STATE STREET CORP | 987K | $136.6M | +1.0% | 3.600% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 876K | $121.2M | — | 3.195% | 0.00% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 830K | $114.8M | +118.5% | 3.026% | 0.05% |
| 6 | FIRST TRUST ADVISORS LP | 804K | $111.2M | +18.2% | 2.931% | 0.08% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 754K | $104.2M | +159.0% | 2.748% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 663K | $91.7M | +5.2% | 2.418% | 0.01% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 556K | $76.9M | +1.4% | 2.026% | 0.02% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 371K | $51.3M | +4.0% | 1.352% | 0.08% |
| 11 | LONDON CO OF VIRGINIA | 360K | $49.9M | -1.3% | 1.314% | 0.31% |
| 12 | MORGAN STANLEY | 257K | $35.5M | +20.5% | 0.936% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 252K | $34.8M | +147.1% | 0.918% | 0.00% |
| 14 | NORTHERN TRUST CORP | 251K | $34.8M | +1.7% | 0.916% | 0.00% |
| 15 | Boston Trust Walden Corp | 233K | $32.2M | -11.8% | 0.848% | 0.26% |
| 16 | PRINCIPAL FINANCIAL GROUP INC | 231K | $32.0M | -5.4% | 0.844% | 0.02% |
| 17 | NORDEA INVESTMENT MANAGEMENT AB | 200K | $28.1M | — | 0.731% | 0.03% |
| 18 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 201K | $27.9M | -26.7% | 0.735% | 0.20% |
| 19 | Grantham, Mayo, Van Otterloo & Co. LLC | 194K | $26.8M | +12.5% | 0.707% | 0.07% |
| 20 | ProShare Advisors LLC | 194K | $26.8M | -17.5% | 0.706% | 0.04% |
| 21 | BARCLAYS PLC | 190K | $26.3M | +221.3% | 0.693% | 0.01% |
| 22 | Bank of New York Mellon Corp | 188K | $26.0M | -1.6% | 0.686% | 0.00% |
| 23 | Invesco Ltd. | 178K | $24.6M | -3.9% | 0.648% | 0.00% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 166K | $22.9M | +17.9% | 0.604% | 0.01% |
| 25 | WESBANCO BANK INC | 163K | $22.5M | 0.0% | 0.593% | 0.62% |
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 MZTI — a direct measure of their conviction.
Filings activity in MZTI during Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 351 | +4.5% | 77.01% | 28.46 pp | $2.36B | 27% |
| Q4 2025 | 336 | +1.8% | 105.47% | +12.62 pp | $3.23B | +14% |
| Q3 2025 | 330 | +2.8% | 92.85% | +1.35 pp | $2.84B | +1.5% |
| Q2 2025 | 321 | 7.2% | 91.50% | 0.21 pp | $2.80B | 0.2% |
| Q1 2025 | 346 | +4.2% | 91.71% | +3.06 pp | $2.81B | +3.4% |
| Q4 2024 | 332 | +0.6% | 88.65% | 2.93 pp | $2.71B | 3.2% |
| Q3 2024 | 330 | 0.9% | 91.58% | 8.26 pp | $2.80B | 8.3% |
| Q2 2024 | 333 | — | 99.84% | — | $3.06B | — |
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 MZTI stock.
Based on Q1 2026 13F filings, institutional ownership of The Marzetti Company stands at 77.0%, held across 351 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MZTI, with approximately 2,624,879 shares worth $0.36B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MZTI, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for MZTI is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
69 institutions opened new positions in MZTI during Q1 2026, while 54 fully exited. 80 added to existing positions and 201 trimmed.
MZTI institutional ownership fell by 28.46 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 57.4% of all reported 13F value in MZTI, and the top 25 account for 76.5%.
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.
The Marzetti Company (MZTI) Institutional Ownership