National Beverage Ownership | Who Owns National Beverage?
National Beverage Ownership Summary
National Beverage is owned by 7.24% institutional investors, 74.68% insiders, and 18.08% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.36% of FIZZ shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 1.53% of its assets in National Beverage shares.
FIZZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Beverage | 7.24% | 74.68% | 18.08% |
| Sector | Consumer Defensive Stocks | 33.57% | 17.09% | 49.33% |
| Industry | Non-Alcoholic Beverages Stocks | 24.94% | 18.29% | 56.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.08M | 4.36% | $137.35M |
| Blackrock | 3.88M | 4.15% | $198.95M |
| Renaissance | 2.95M | 3.15% | $99.13M |
| Vanguard group | 2.78M | 2.97% | $88.81M |
| Kayne anderson rudnick investment management | 2.34M | 2.50% | $78.67M |
| Dimensional fund advisors lp | 1.58M | 1.69% | $53.27M |
| State street | 902.63K | 0.96% | $30.37M |
| Geode capital management | 848.50K | 0.91% | $28.56M |
| Two sigma investments, lp | 596.56K | 0.64% | $20.07M |
| Goldman sachs group | 537.65K | 0.57% | $18.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rk asset management | 195.87K | 5.89% | $6.25M |
| Denali advisors | 236.52K | 0.88% | $7.96M |
| Values first advisors | 37.67K | 0.66% | $1.27M |
| Kayne anderson rudnick investment management | 2.34M | 0.23% | $78.67M |
| Sherbrooke park advisers | 9.27K | 0.16% | $342.06K |
| Renaissance | 2.95M | 0.16% | $99.13M |
| Linden thomas advisory services | 43.89K | 0.14% | $1.48M |
| Landscape capital management | 59.72K | 0.13% | $2.01M |
| Pharvision advisers | 5.88K | 0.12% | $217.16K |
| Entrypoint capital | 11.89K | 0.12% | $400.23K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 596.56K | 0.02% | 381.56K |
| Goldman sachs group | 537.65K | 0.00% | 293.94K |
| Norges bank | 261.99K | 0.00% | 261.99K |
| Jones financial companies lllp | 254.59K | 0.00% | 251.88K |
| Vanguard fiduciary trust | 163.92K | 0.00% | 163.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 2.95M | 0.16% | -230.20K |
| Qube research | 110.17K | 0.00% | -229.93K |
| Citadel advisors | 151.04K | 0.00% | -221.82K |
| Jupiter asset management | - | - | -144.30K |
| Peapack gladstone financial | - | - | -120.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 261.99K | 0.00% | 261.99K | $8.35M |
| Vanguard fiduciary trust | 163.92K | 0.00% | 163.92K | $5.52M |
| Hrt financial lp | 53.93K | 0.00% | 53.93K | $1.81M |
| Kbc group nv | 46.90K | 0.00% | 46.90K | $1.58M |
| Vanguard asset management | 24.66K | 0.00% | 24.66K | $829.74K |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Mendota financial group | -2.00 |
| New millennium group | -4.00 |
| Claris advisors, llc / mo / | -4.00 |
| Concourse financial group securities | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 117 | -49.79% | 6,781,705 | -71.23% | 7 | 1.14% | 73 | -42.52% | 21 | -72.00% |
| Dec 31, 2025 | 157 | -34.03% | 17,317,822 | -24.61% | 18 | 3.07% | 85 | -24.78% | 53 | -34.57% |
| Sep 30, 2025 | 157 | -31.14% | 18,137,295 | -18.99% | 19 | 3.39% | 66 | -44.07% | 61 | -10.29% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.43M | 1.53% | 372.00 |
| Vanguard Total Stock Mkt Idx Inv | 743.05K | 0.79% | - |
| Vanguard US Total Market Shares ETF | 741.53K | 0.79% | - |
| iShares Russell 2000 ETF | 561.54K | 0.60% | 4.75K |
| Vanguard Small Cap Index | 539.43K | 0.58% | -2.32K |
| Virtus KAR Small-Cap Value I | 416.33K | 0.44% | -54.00K |
| Vanguard Consumer Staples ETF | 328.42K | 0.35% | -480.00 |
| DFA US Small Cap I | 310.58K | 0.33% | 3.82K |
| Vanguard Small Cap Growth Index Inv | 303.92K | 0.32% | -236.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 264.40K | 0.28% | 1.30K |
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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