National Beverage Ownership | Who Owns National Beverage?

Overview Forecast RevenueFinancials Chart

National Beverage Ownership Summary

National Beverage is owned by 18.50% institutional investors, 74.68% insiders, and 6.82% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.21% 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	18.50%	74.68%	6.82%
Sector	Consumer Defensive Stocks	33.19%	16.40%	50.41%
Industry	Non-Alcoholic Beverages Stocks	30.13%	18.79%	51.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	3.94M	4.21%	$125.66M
Blackrock	3.88M	4.15%	$198.95M
Renaissance	3.18M	3.39%	$101.29M
Vanguard group	2.78M	2.97%	$88.81M
Kayne anderson rudnick investment management	2.49M	2.66%	$91.84M
Dimensional fund advisors lp	1.44M	1.54%	$46.07M
State street	874.76K	0.93%	$32.30M
Geode capital management	754.41K	0.81%	$24.06M
Morgan stanley	432.69K	0.46%	$13.80M
Two sigma investments, lp	320.69K	0.34%	$11.84M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rk asset management	195.87K	5.89%	$6.25M
Denali advisors	222.76K	0.79%	$7.10M
Values first advisors	37.39K	0.62%	$1.19M
Landscape capital management	109.56K	0.26%	$4.05M
Kayne anderson rudnick investment management	2.49M	0.22%	$91.84M
Sherbrooke park advisers	9.27K	0.16%	$342.06K
Renaissance	3.18M	0.16%	$101.29M
Algert global	219.54K	0.14%	$8.11M
Pharvision advisers	5.88K	0.12%	$217.16K
Linden thomas advisory services	35.03K	0.11%	$1.12M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	3.94M	0.00%	278.99K
Norges bank	261.99K	0.00%	261.99K
Two sigma investments, lp	320.69K	0.02%	111.98K
Goldman sachs group	243.71K	0.00%	102.95K
Algert global	219.54K	0.14%	91.78K

Top Sellers

Holder	Shares	% Assets	Change
Cerity partners	-	-	-187.44K
Jupiter asset management	-	-	-144.30K
Kayne anderson rudnick investment management	2.49M	0.22%	-91.39K
Jpmorgan chase	52.80K	0.00%	-86.50K
Blackrock	3.88M	0.00%	-82.92K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	261.99K	0.00%	261.99K	$8.35M
Susquehanna portfolio strategies	35.39K	0.02%	35.39K	$1.31M
Pekin hardy strauss	24.40K	0.07%	24.40K	$778.12K
Martingale asset management l p	23.32K	0.02%	23.32K	$860.94M
Mangrove partners	18.59K	0.05%	18.59K	$686.16K

Sold Out

Holder	Change
Rialto wealth management	-1.00
Mendota financial group	-2.00
New millennium group	-4.00
Claris advisors, llc / mo /	-4.00
Sjs investment consulting	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	118	-49.57%	10,169,562	-54.59%	10	1.90%	56	-52.14%	35	-50.70%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.42M	1.52%	-145.98K
Vanguard US Total Market Shares ETF	741.53K	0.79%	-
Vanguard Total Stock Mkt Idx Inv	716.45K	0.77%	-
iShares Russell 2000 ETF	599.28K	0.64%	89.79K
Vanguard Small Cap Index	531.06K	0.57%	-882.00
Virtus KAR Small-Cap Value I	470.33K	0.50%	-109.00
Vanguard Consumer Staples ETF	319.91K	0.34%	-3.12K
Vanguard Small Cap Growth Index Inv	294.79K	0.31%	-4.41K
DFA US Small Cap I	285.33K	0.30%	-
Vanguard Institutional Extnd Mkt Idx Tr	251.94K	0.27%	1.04K

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

Who Owns National Beverage?

National Beverage shareholders are primarily institutional investors at 18.50%, followed by 74.68% insiders and 6.82% retail investors. The average institutional ownership in National Beverage's industry, Non-Alcoholic Beverages Stocks, is 30.13%, which National Beverage falls below.

Who owns the most shares of National Beverage?

National Beverage’s largest shareholders are Blackrock funding, inc. /de (3.94M shares, 4.21%), Blackrock (3.88M shares, 4.15%), and Renaissance (3.18M shares, 3.39%). Together, they hold 11.75% of National Beverage’s total shares outstanding.

Does Blackrock own National Beverage?

Yes, BlackRock owns 4.15% of National Beverage, totaling 3.88M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 198.95M$. In the last quarter, BlackRock decreased its holdings by -82.923K shares, a -2.09% change.

Who is National Beverage’s biggest shareholder by percentage of total assets invested?

Rk asset management is National Beverage’s biggest shareholder by percentage of total assets invested, with 5.89% of its assets in 195.87K National Beverage shares, valued at 6.25M$.

Who is the top mutual fund holder of National Beverage shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of National Beverage shares, with 1.52% of its total shares outstanding invested in 1.42M National Beverage shares.

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