National Beverage Ownership | Who Owns National Beverage?
National Beverage Ownership Summary
National Beverage is owned by 26.49% institutional investors, 74.70% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.56% of FIZZ shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 1.52% of its assets in National Beverage shares.
FIZZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Beverage | 26.49% | 74.70% | -1.18% |
| Sector | Consumer Defensive Stocks | 52.60% | 17.13% | 30.27% |
| Industry | Non-Alcoholic Beverages Stocks | 54.45% | 18.55% | 27.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.27M | 4.56% | $133.09M |
| Blackrock | 3.88M | 4.15% | $198.95M |
| Renaissance | 2.84M | 3.03% | $88.58M |
| Vanguard group | 2.78M | 2.97% | $88.81M |
| Kayne anderson rudnick investment management | 2.04M | 2.18% | $63.55M |
| Dimensional fund advisors lp | 1.64M | 1.75% | $51.18M |
| Vanguard capital management | 1.05M | 1.12% | $32.83M |
| State street | 972.48K | 1.04% | $30.34M |
| Geode capital management | 907.11K | 0.97% | $28.30M |
| Two sigma investments, lp | 663.79K | 0.71% | $20.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rk asset management | 195.87K | 5.89% | $6.25M |
| Values first advisors | 10.71K | 0.83% | $1.75M |
| Denali advisors | 223.10K | 0.70% | $6.96M |
| Landscape capital management | 115.28K | 0.23% | $3.60M |
| Kayne anderson rudnick investment management | 2.04M | 0.20% | $63.55M |
| Sherbrooke park advisers | 9.27K | 0.16% | $342.06K |
| Pharvision advisers | 5.88K | 0.12% | $217.16K |
| Renaissance | 2.84M | 0.12% | $88.58M |
| Algert global | 273.85K | 0.10% | $8.54M |
| Numerai gp | 37.72K | 0.10% | $1.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 266.02K | 0.00% | 266.02K |
| Sixth street partners management company | 235.81K | 0.00% | 235.81K |
| Blackrock funding, inc. /de | 4.27M | 0.00% | 183.90K |
| American century companies | 245.18K | 0.00% | 173.27K |
| Creative planning | 263.68K | 0.00% | 102.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kayne anderson rudnick investment management | 2.04M | 0.20% | -301.02K |
| Citadel advisors | - | - | -151.04K |
| Jupiter asset management | - | - | -144.30K |
| Peapack gladstone financial | - | - | -120.00K |
| Renaissance | 2.84M | 0.12% | -106.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 266.02K | 0.00% | 266.02K | $8.30M |
| Sixth street partners management company | 235.81K | 0.00% | 235.81K | $7.36M |
| Jump financial | 65.00K | 0.02% | 65.00K | $2.03M |
| Marshall wace, llp | 43.33K | 0.00% | 43.33K | $1.35M |
| Engineers gate manager lp | 43.04K | 0.02% | 43.04K | $1.34M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Curio wealth | -2.00 |
| Mendota financial group | -2.00 |
| Vermillion wealth management | -3.00 |
| Claris advisors, llc / mo / | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 257 | 4.90% | 24,795,134 | 4.51% | 26 | 4.12% | 151 | 6.34% | 67 | 3.08% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.43M | 1.52% | 984.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 743.05K | 0.79% | - |
| Vanguard Total Stock Mkt Idx Inv | 743.05K | 0.79% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 743.05K | 0.79% | - |
| Vanguard US Total Market Shares ETF | 741.53K | 0.79% | - |
| iShares Russell 2000 ETF | 606.19K | 0.65% | -10.75K |
| Vanguard Small Cap Index | 536.21K | 0.57% | 1.15K |
| Virtus KAR Small-Cap Value I | 370.33K | 0.40% | -46.00K |
| Avantis US Small Cap Value ETF | 366.69K | 0.39% | 23.24K |
| DFA US Small Cap I | 319.24K | 0.34% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 20, 2026 | Waldman Glenn J. | - | Buy | $7.95K |
| Apr 15, 2025 | sheridan stanley michael | - | Sell | $347.20K |
| Dec 31, 2024 | sheridan stanley michael | - | Sell | $259.21K |
| Dec 12, 2024 | CONLEE CECIL D | - | Sell | $128.62K |
| Dec 13, 2024 | CONLEE CECIL D | - | Sell | $246.14K |
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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