National Beverage Ownership | Who Owns National Beverage?

Overview Forecast RevenueFinancials Chart

National Beverage Ownership Summary

National Beverage is owned by 19.37% institutional investors, 74.69% insiders, and 5.94% 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	19.37%	74.69%	5.94%
Sector	Consumer Defensive Stocks	43.43%	16.04%	40.53%
Industry	Non-Alcoholic Beverages Stocks	44.04%	19.29%	36.66%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	3.88M	4.15%	$198.95M
Blackrock funding, inc. /de	3.66M	3.91%	$135.18M
Renaissance	3.22M	3.44%	$119.05M
Vanguard group	2.74M	2.93%	$101.30M
Kayne anderson rudnick investment management	2.49M	2.66%	$91.84M
Dimensional fund advisors lp	1.39M	1.48%	$51.26M
State street	874.76K	0.93%	$32.30M
Geode capital management	750.12K	0.80%	$27.70M
Morgan stanley	391.25K	0.42%	$14.44M
Two sigma investments, lp	320.69K	0.34%	$11.84M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rk asset management	189.78K	6.37%	$7.01M
Values first advisors	39.90K	0.79%	$1.47M
Denali advisors	182.26K	0.76%	$6.73M
Semanteon capital management, lp	15.22K	0.71%	$561.88K
Landscape capital management	109.56K	0.26%	$4.05M
Gsa capital partners llp	77.11K	0.24%	$2.85M
Kayne anderson rudnick investment management	2.49M	0.22%	$91.84M
Sherbrooke park advisers	9.27K	0.16%	$342.06K
Renaissance	3.22M	0.16%	$119.05M
Linden thomas advisory services	37.70K	0.14%	$1.39M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	227.75K	0.00%	227.75K
Two sigma investments, lp	320.69K	0.02%	111.98K
Algert global	219.54K	0.14%	91.78K
D. e. shaw	216.76K	0.01%	69.40K
Trexquant investment lp	74.53K	0.03%	68.97K

Top Sellers

Holder	Shares	% Assets	Change
Cerity partners	-	-	-187.44K
Natixis advisors	192.56K	0.01%	-162.03K
Jupiter asset management	-	-	-144.30K
Kayne anderson rudnick investment management	2.49M	0.22%	-91.39K
Blackrock	3.88M	0.00%	-82.92K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	227.75K	0.00%	227.75K	$9.72M
Susquehanna portfolio strategies	35.39K	0.02%	35.39K	$1.31M
Martingale asset management l p	23.32K	0.02%	23.32K	$860.94M
Mangrove partners	18.59K	0.05%	18.59K	$686.16K
Aquatic capital management	15.10K	0.01%	15.10K	$557.64K

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 %
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%
Sep 30, 2024	232	2.65%	22,270,920	1.50%	23	4.33%	117	13.59%	70	-9.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.39M	1.49%	-
Vanguard US Total Market Shares ETF	741.53K	0.79%	-
Vanguard Total Stock Mkt Idx Inv	723.63K	0.77%	-16.05K
iShares Russell 2000 ETF	573.63K	0.61%	-
Vanguard Small Cap Index	567.90K	0.61%	-3.76K
Virtus KAR Small-Cap Value I	470.44K	0.50%	109.00
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

Who Owns National Beverage?

National Beverage shareholders are primarily institutional investors at 19.37%, followed by 74.69% insiders and 5.94% retail investors. The average institutional ownership in National Beverage's industry, Non-Alcoholic Beverages Stocks, is 44.04%, which National Beverage falls below.

Who owns the most shares of National Beverage?

National Beverage’s largest shareholders are Blackrock (3.88M shares, 4.15%), Blackrock funding, inc. /de (3.66M shares, 3.91%), and Renaissance (3.22M shares, 3.44%). Together, they hold 11.51% 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 6.37% of its assets in 189.78K National Beverage shares, valued at 7.01M$.

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 1.49% of its total shares outstanding invested in 1.39M National Beverage shares.

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