Latest Period
Q1 2026
Security Snapshot
MARZETTI CO - Common Stock (MZTI) Institutional Ownership
CUSIP: 513847103
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
359
Shares (Excl. Options)
17,833,524
Price
$138.33
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- Security type / class
- Equity / Common Stock
- Symbol
- MZTI on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 17,833,524
- Total 13F value
- $2,468,425,708
- Portfolio coverage rank
- 0%
- Share change
- +994,500
- Value change
- +$104,915,164
- Number of holders
- 359
- Shares outstanding
- 27,665,000
- SEC-reported price per share
- $138.33
- Insider filing price
- $138.33
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MZTI - MARZETTI CO - Common Stock is tracked under CUSIP 513847103.
- 359 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 343 to 359 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $2,746,153,178 to $2,468,425,708.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 359 institutions filings for Q1 2026.
Security key
513847103
Latest holder period
Q1 2026
13F holders
359
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
MZTI full holder history
MARZETTI CO SEC filings
MARZETTI CO company facts
MARZETTI CO insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 513847103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
MZTI
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| GERLACH JOHN B JR | 5.2% | $273,804,931 | 1,438,580 | John B. Gerlach, Jr. | 31 Dec 2024 |
As of 31 Mar 2026, 359 institutional investors reported holding 17,833,524 shares of MARZETTI CO - Common Stock (MZTI). This represents 64% of the company’s total 27,665,000 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.5% | 2,624,879 | +2.8% | 0.01% | $363,099,498 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.7% | 1,308,840 | 0% | 0.01% | $181,051,837 |
| STATE STREET CORP | 3.6% | 987,276 | +1% | 0% | $136,569,889 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2% | 876,161 | 0% | 0% | $121,199,351 |
| AQR CAPITAL MANAGEMENT LLC | 3% | 829,765 | +118% | 0.05% | $114,781,382 |
| FIRST TRUST ADVISORS LP | 2.9% | 803,707 | +18% | 0.08% | $111,176,783 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.7% | 753,619 | +159% | 0.02% | $104,248,116 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 663,142 | +5.2% | 0.01% | $91,745,754 |
| DIMENSIONAL FUND ADVISORS LP | 2% | 555,702 | +1.4% | 0.02% | $76,873,446 |
| RENAISSANCE TECHNOLOGIES LLC | 1.3% | 370,780 | +4% | 0.08% | $51,289,997 |
| LONDON CO OF VIRGINIA | 1.3% | 360,415 | -1.3% | 0.31% | $49,857,405 |
| MORGAN STANLEY | 0.93% | 256,800 | +20% | 0% | $35,523,268 |
| GOLDMAN SACHS GROUP INC | 0.91% | 251,655 | +147% | 0% | $34,811,415 |
| NORTHERN TRUST CORP | 0.91% | 251,264 | +1.7% | 0% | $34,757,349 |
| Boston Trust Walden Corp | 0.84% | 232,596 | -12% | 0.26% | $32,175,005 |
| PRINCIPAL FINANCIAL GROUP INC | 0.84% | 231,334 | -5.4% | 0.02% | $32,002,714 |
| GW&K Investment Management, LLC | 0.83% | 228,883 | -3.8% | 0.28% | $31,662,000 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.73% | 201,408 | -27% | 0.2% | $27,861,241 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.72% | 200,410 | 0.03% | $28,115,519 | |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0.7% | 193,847 | +12% | 0.07% | $26,814,855 |
| ProShare Advisors LLC | 0.7% | 193,717 | -18% | 0.04% | $26,796,874 |
| Thrivent Financial for Lutherans | 0.7% | 192,687 | +0.14% | 0.05% | $26,654,000 |
| BARCLAYS PLC | 0.69% | 190,049 | +221% | 0.01% | $26,289,477 |
| Bank of New York Mellon Corp | 0.68% | 188,184 | -1.6% | 0% | $26,031,489 |
| Invesco Ltd. | 0.64% | 177,589 | -3.8% | 0% | $24,565,886 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 17,833,524 | $2,468,425,708 | +$104,915,164 | $138.33 | 359 |
| 2025 Q4 | 16,702,436 | $2,746,153,178 | -$7,537,832 | $164.42 | 343 |
| 2025 Q3 | 16,715,345 | $2,888,159,883 | -$83,983,791 | $172.79 | 334 |
| 2025 Q2 | 17,226,218 | $2,976,561,730 | +$34,777,331 | $172.77 | 319 |
| 2025 Q1 | 17,025,839 | $2,979,407,705 | +$37,069,176 | $175.00 | 347 |
| 2024 Q4 | 16,822,949 | $2,912,829,343 | -$31,568,742 | $173.14 | 335 |
| 2024 Q3 | 16,978,910 | $2,998,474,052 | +$47,183,544 | $176.57 | 334 |
| 2024 Q2 | 16,846,238 | $3,182,912,019 | +$2,049,076 | $188.97 | 336 |
| 2024 Q1 | 16,816,129 | $3,491,204,746 | -$4,974,503 | $207.63 | 320 |
| 2023 Q4 | 16,838,151 | $2,801,663,341 | +$57,605,565 | $166.39 | 288 |
| 2023 Q3 | 16,460,235 | $2,716,489,333 | -$53,342,803 | $165.03 | 281 |
| 2023 Q2 | 16,678,308 | $3,353,826,792 | +$4,985,676 | $201.09 | 300 |
| 2023 Q1 | 16,639,708 | $3,375,953,337 | -$11,162,489 | $202.88 | 310 |
| 2022 Q4 | 16,680,234 | $3,291,112,481 | +$9,944,719 | $197.30 | 309 |
| 2022 Q3 | 16,782,726 | $2,522,739,622 | -$19,032,477 | $150.28 | 265 |
| 2022 Q2 | 16,882,655 | $2,174,342,773 | +$90,058,355 | $128.78 | 244 |
| 2022 Q1 | 16,185,519 | $2,414,712,434 | +$58,616,384 | $149.15 | 245 |
| 2021 Q4 | 15,773,593 | $2,611,097,371 | -$9,873,907 | $165.60 | 252 |
| 2021 Q3 | 15,793,126 | $2,666,118,799 | -$31,958,696 | $168.81 | 254 |
| 2021 Q2 | 15,944,773 | $3,084,635,122 | +$38,924,471 | $193.51 | 252 |
| 2021 Q1 | 15,775,762 | $2,766,584,841 | +$36,765,065 | $175.36 | 255 |
| 2020 Q4 | 15,637,652 | $2,872,490,921 | +$63,859,167 | $183.73 | 251 |
| 2020 Q3 | 15,295,118 | $2,734,544,840 | -$47,935,705 | $178.80 | 254 |
| 2020 Q2 | 15,563,459 | $2,411,824,295 | +$29,662,440 | $154.99 | 240 |
| 2020 Q1 | 15,394,197 | $2,225,265,709 | -$51,143,916 | $144.64 | 234 |