National Beverage Ownership | Who Owns National Beverage?
National Beverage Ownership Summary
National Beverage is owned by 25.05% institutional investors, 74.71% insiders, and 0.25% retail investors. Blackrock is the largest institutional shareholder, holding 4.15% of FIZZ shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 1.49% of its assets in National Beverage shares.
FIZZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Beverage | 25.05% | 74.71% | 0.25% |
| Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
| Industry | Non-Alcoholic Beverages Stocks | 43.52% | 23.07% | 33.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.88M | 4.15% | $198.95M |
| Blackrock funding, inc. /de | 3.65M | 3.90% | $157.92M |
| Renaissance | 3.32M | 3.55% | $141.88M |
| Vanguard group | 2.75M | 2.94% | $117.25M |
| Kayne anderson rudnick investment management | 2.58M | 2.75% | $111.52M |
| Dimensional fund advisors lp | 1.25M | 1.33% | $53.28M |
| State street | 941.38K | 1.01% | $40.17M |
| Geode capital management | 721.81K | 0.77% | $30.81M |
| Morgan stanley | 363.08K | 0.39% | $18.60M |
| Natixis advisors | 354.59K | 0.38% | $15.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rk asset management | 189.90K | 7.91% | $8.21M |
| Values first advisors | 40.32K | 0.95% | $1.74M |
| Denali advisors | 140.05K | 0.63% | $6.06M |
| Kayne anderson rudnick investment management | 2.58M | 0.27% | $111.52M |
| Renaissance | 3.32M | 0.21% | $141.88M |
| Linden thomas advisory services | 37.26K | 0.20% | $1.59M |
| Algert global | 127.75K | 0.12% | $5.52M |
| Pdt partners | 33.17K | 0.08% | $1.43M |
| Covestor | 3.09K | 0.08% | $133.00K |
| Peapack gladstone financial | 120.00K | 0.07% | $5.19M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 227.75K | 0.00% | 227.75K |
| Ubs group | 125.58K | 0.00% | 84.79K |
| Jpmorgan chase | 133.05K | 0.00% | 80.13K |
| D. e. shaw | 216.76K | 0.01% | 69.40K |
| State street | 941.38K | 0.00% | 42.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cerity partners | - | - | -187.44K |
| Renaissance | 3.32M | 0.21% | -158.44K |
| Morgan stanley | 363.08K | 0.00% | -152.71K |
| Jupiter asset management | - | - | -144.30K |
| Edgestream partners | 49.76K | 0.06% | -126.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 227.75K | 0.00% | 227.75K | $9.72M |
| Toroso investments | 36.72K | 0.01% | 36.72K | $1.57M |
| Readystate asset management lp | 17.93K | 0.02% | 17.93K | $775.38K |
| Wolverine trading | 10.60K | 0.00% | 10.60K | $543.14K |
| Mitsubishi ufj trust & banking | 10.24K | 0.00% | 10.24K | $442.69K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Claris advisors, llc / mo / | -4.00 |
| International assets investment management | -5.00 |
| Concourse financial group securities | -8.00 |
| Perkins coie trust | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 234 | -2.50% | 23,450,749 | 1.02% | 25 | 4.07% | 121 | -0.82% | 70 | -10.26% |
| Mar 31, 2025 | 239 | 4.37% | 23,177,415 | 2.53% | 24 | 4.25% | 121 | 12.04% | 78 | 14.71% |
| Dec 31, 2024 | 118 | -49.57% | 10,169,562 | -54.59% | 10 | 1.90% | 56 | -52.14% | 35 | -50.70% |
| Sep 30, 2024 | 232 | 2.65% | 22,270,920 | 1.50% | 23 | 4.33% | 117 | 13.59% | 70 | -9.09% |
| Jun 30, 2024 | 224 | 2.75% | 21,940,780 | -0.81% | 23 | 4.19% | 101 | 10.99% | 77 | -2.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.40M | 1.49% | 230.00 |
| Vanguard US Total Market Shares ETF | 741.53K | 0.79% | - |
| Vanguard Total Stock Mkt Idx Inv | 723.63K | 0.77% | -16.05K |
| Vanguard Small Cap Index | 567.90K | 0.61% | -3.76K |
| iShares Russell 2000 ETF | 561.29K | 0.60% | -10.71K |
| Virtus KAR Small-Cap Value I | 470.33K | 0.50% | 15.00K |
| Vanguard Small Cap Growth Index Inv | 318.25K | 0.34% | -120.00 |
| DFA US Small Cap I | 287.18K | 0.31% | - |
| Vanguard Consumer Staples ETF | 267.42K | 0.29% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 250.18K | 0.27% | -108.12K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 15, 2025 | sheridan stanley michael | - | Sell | $347.20K |
| Dec 31, 2024 | sheridan stanley michael | - | Sell | $259.21K |
| Dec 13, 2024 | CONLEE CECIL D | - | Sell | $246.14K |
| Dec 12, 2024 | CONLEE CECIL D | - | Sell | $128.62K |
| Jul 11, 2024 | CONLEE CECIL D | - | Sell | $501.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2023 Q4 | - | 3 |
FIZZ Ownership FAQ
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