| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 7.8% | $1,388,498 | 480,449 | Joseph F. Helmer | 31 Dec 2024 | |||
| DIMENSIONAL FUND ADVISORS LP | 6.2% | $1,245,770 | 384,497 | Dimensional Fund Advisors LP | 31 Dec 2025 | |||
| RENAISSANCE TECHNOLOGIES LLC | 5% | $893,750 | 309,256 | Renaissance Technologies LLC | 31 Dec 2024 |
As of 31 Dec 2025, 22 institutional investors reported holding 2,228,224 shares of NATURAL ALTERNATIVES INTERNATIONAL INC - Common Stock (NAII). This represents 36% of the company’s total 6,201,565 outstanding shares.
The largest institutional shareholders of NATURAL ALTERNATIVES INTERNATIONAL INC - Common Stock (NAII) together control 36% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 7.4% | 461,792 | +10% | 0.7% | $1,653,215 |
| DIMENSIONAL FUND ADVISORS LP | 6.2% | 384,497 | -9.2% | 0% | $1,376,499 |
| RENAISSANCE TECHNOLOGIES LLC | 4.9% | 302,756 | +3.7% | 0% | $1,083,866 |
| Mink Brook Asset Management LLC | 4.7% | 293,709 | 0% | 0.66% | $1,051,478 |
| VANGUARD GROUP INC | 3.9% | 240,794 | -0.93% | 0% | $862,042 |
| MORGAN STANLEY | 3.8% | 237,250 | +63% | 0% | $849,355 |
| Topline Capital Management, LLC | 1.8% | 109,503 | 0.04% | $392,021 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.2% | 74,452 | -33% | 0.01% | $266,538 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.69% | 42,520 | +2.1% | 0% | $152,268 |
| CITADEL ADVISORS LLC | 0.24% | 14,627 | 0% | $52,365 | |
| Integrated Wealth Concepts LLC | 0.19% | 12,000 | 0% | 0% | $42,960 |
| STATE STREET CORP | 0.19% | 11,663 | 0% | 0% | $41,754 |
| DRW Securities, LLC | 0.17% | 10,377 | 0% | $37,149 | |
| NORTHERN TRUST CORP | 0.17% | 10,325 | -13% | 0% | $36,964 |
| NewEdge Advisors, LLC | 0.16% | 10,022 | 0% | 0% | $35,879 |
| JAMES INVESTMENT RESEARCH, INC. | 0.16% | 10,022 | 0% | 0% | $35,879 |
| Tower Research Capital LLC (TRC) | 0.02% | 1,081 | -25% | 0% | $3,870 |
| UBS Group AG | 0.01% | 760 | -81% | 0% | $2,721 |
| BANK OF AMERICA CORP /DE/ | 0% | 67 | +12% | 0% | $240 |
| SBI Securities Co., Ltd. | 0% | 5 | 0% | 0% | $18 |
| CITIGROUP INC | 0% | 1 | -96% | 0% | $4 |
| HUNTINGTON NATIONAL BANK | 0% | 1 | 0% | 0% | $4 |
| BARCLAYS PLC | 0% | 0 | -100% | $0 | |
| EP Wealth Advisors, LLC | 0% | 0 | -100% | $0 | |
| Empowered Funds, LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,228,224 | $7,977,089 | +$594,759 | $3.58 | 22 |
| 2025 Q3 | 2,054,744 | $5,904,147 | +$41,201 | $2.85 | 21 |
| 2025 Q2 | 2,052,973 | $6,733,792 | -$8,742 | $3.28 | 21 |
| 2025 Q1 | 2,055,637 | $7,071,446 | -$233,514 | $3.44 | 21 |
| 2024 Q4 | 2,114,943 | $9,097,837 | -$310,077 | $4.31 | 25 |
| 2024 Q3 | 1,882,150 | $10,783,999 | -$105,977 | $5.73 | 22 |
| 2024 Q2 | 1,899,702 | $11,435,125 | -$272,057 | $6.02 | 26 |
| 2024 Q1 | 1,949,516 | $11,872,591 | -$124,045 | $6.09 | 23 |
| 2023 Q4 | 1,969,870 | $12,787,775 | +$14,771 | $6.52 | 26 |
| 2023 Q3 | 1,967,709 | $12,770,530 | -$357,570 | $6.49 | 24 |
| 2023 Q2 | 2,038,005 | $14,823,236 | -$52,106 | $7.20 | 25 |
| 2023 Q1 | 2,027,854 | $18,702,840 | -$171,712 | $9.22 | 22 |
| 2022 Q4 | 2,031,251 | $17,042,775 | -$265,469 | $8.39 | 23 |
| 2022 Q3 | 1,631,976 | $15,127,000 | -$446,069 | $9.27 | 20 |
| 2022 Q2 | 1,680,222 | $17,542,000 | +$70,145 | $10.44 | 20 |
| 2022 Q1 | 1,673,455 | $19,276,000 | -$1,056,388 | $11.52 | 21 |
| 2021 Q4 | 1,761,858 | $22,279,000 | -$541,491 | $12.65 | 21 |
| 2021 Q3 | 1,803,456 | $24,331,000 | +$291,690 | $13.50 | 23 |
| 2021 Q2 | 1,782,046 | $30,070,000 | -$1,131,075 | $16.83 | 22 |
| 2021 Q1 | 1,859,074 | $68,725,000 | +$40,551,273 | $15.36 | 22 |
| 2020 Q4 | 1,835,604 | $19,318,000 | -$1,510,607 | $10.58 | 17 |
| 2020 Q3 | 2,054,544 | $15,511,000 | -$336,911 | $7.55 | 20 |
| 2020 Q2 | 2,110,772 | $14,467,000 | +$1,107,306 | $6.85 | 20 |
| 2020 Q1 | 1,951,936 | $12,298,000 | -$1,324,411 | $6.30 | 24 |
| 2019 Q4 | 2,117,603 | $16,898,000 | -$1,933,619 | $7.98 | 23 |
| 2019 Q3 | 2,366,085 | $19,754,000 | -$257,444 | $8.34 | 24 |
| 2019 Q2 | 2,382,546 | $27,778,000 | -$100,703 | $11.66 | 25 |
| 2019 Q1 | 2,400,979 | $27,611,000 | +$133,700 | $11.50 | 24 |
| 2018 Q4 | 2,396,049 | $23,553,000 | -$983,909 | $9.83 | 24 |
| 2018 Q3 | 2,462,443 | $24,130,000 | -$423,603 | $9.80 | 23 |
| 2018 Q2 | 2,539,713 | $25,777,000 | +$402,593 | $10.15 | 24 |
| 2018 Q1 | 2,499,884 | $27,497,000 | +$2,905,888 | $11.00 | 27 |
| 2017 Q4 | 2,237,450 | $23,080,000 | +$948,835 | $10.32 | 25 |
| 2017 Q3 | 2,132,296 | $22,850,000 | +$1,467,305 | $10.67 | 24 |
| 2017 Q2 | 1,996,582 | $19,920,000 | +$753,666 | $10.00 | 26 |
| 2017 Q1 | 1,926,475 | $16,954,000 | +$18,772 | $8.80 | 26 |
| 2016 Q4 | 1,915,830 | $21,648,000 | +$1,534,129 | $11.30 | 30 |
| 2016 Q3 | 1,757,535 | $23,091,000 | -$111,046 | $13.14 | 35 |
| 2016 Q2 | 1,779,693 | $19,645,000 | +$2,440,299 | $11.04 | 44 |
| 2016 Q1 | 1,546,323 | $20,895,000 | +$5,590,021 | $13.53 | 44 |
| 2015 Q4 | 1,123,697 | $11,619,000 | +$1,792,477 | $10.34 | 23 |
| 2015 Q3 | 951,888 | $5,985,000 | +$347,813 | $6.28 | 19 |
| 2015 Q2 | 896,500 | $5,080,000 | +$299,361 | $5.67 | 19 |
| 2015 Q1 | 843,874 | $4,623,000 | +$3,910 | $5.48 | 15 |
| 2014 Q4 | 843,396 | $4,511,000 | +$92,151 | $5.35 | 16 |
| 2014 Q3 | 821,772 | $5,323,000 | +$72,533 | $6.47 | 13 |
| 2014 Q2 | 812,039 | $4,349,237 | +$131,176 | $5.35 | 16 |
| 2014 Q1 | 787,305 | $4,274,251 | +$39,039 | $5.43 | 12 |