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Natural Alternatives Ownership | Who Owns Natural Alternatives?

OverviewRevenueFinancialsChart

Natural Alternatives Ownership Summary

Natural Alternatives is owned by 34.55% institutional investors, 21.09% insiders, and 44.36% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 7.12% of NAII shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.62% of its assets in Natural Alternatives shares.

NAII Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNatural Alternatives34.55%21.09%44.36%
SectorConsumer Defensive Stocks 43.43%16.04%40.53%
IndustryPackaged Foods Stocks36.98%16.11%46.91%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Dimensional fund advisors lp423.47K7.12%$1.23M
Caldwell sutter capital418.95K7.04%$1.20M
Mink brook asset management293.71K4.94%$838.27K
Renaissance291.86K4.91%$832.99K
Vanguard group243.06K4.09%$704.88K
Morgan stanley145.50K2.45%$415.27K
Bridgeway capital management111.45K1.87%$323.21K
Geode capital management41.63K0.70%$120.78K
Empowered funds24.04K0.40%$69.72K
Ep wealth advisors13.00K0.22%$42.64K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Mink brook asset management293.71K0.56%$838.27K
Caldwell sutter capital418.95K0.51%$1.20M
Bridgeway capital management111.45K0.01%$323.21K
James investment research10.02K0.00%$28.60K
Renaissance291.86K0.00%$832.99K
Empowered funds24.04K0.00%$69.72K
Integrated wealth concepts12.00K0.00%$34.25K
Dimensional fund advisors lp423.47K0.00%$1.23M
Ep wealth advisors13.00K0.00%$42.64K
Newedge advisors10.02K0.00%$28.60K

Top Buyers

HolderShares% AssetsChange
Morgan stanley145.50K-28.00K
Bridgeway capital management111.45K0.01%174.00
Empowered funds24.04K0.00%174.00
Bank of america corp /de/41.00-41.00
Citigroup23.00-23.00

Top Sellers

HolderShares% AssetsChange
Cutter & co brokerage---16.51K
Liberty wealth management---14.00K
Renaissance291.86K0.00%-5.80K
Royal bank of canada10.80K--4.30K
Dimensional fund advisors lp423.47K0.00%-2.82K

New Positions

HolderShares% AssetsChangeValue
Citigroup23.00-23.00$67.00
Barclays4.00-4.00$12.00

Sold Out

HolderChange
Coppell advisory solutions-3.00
Jpmorgan chase-11.00
Innealta capital-14.00
Signature resources capital management-35.00
Wells fargo & company/mn-39.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202521-2,054,7440.09%342.90%525.00%9-
Jun 30, 202521-2,052,973-0.13%342.89%4-20.00%9-
Mar 31, 202521-16.00%2,055,637-2.80%342.71%5-50.00%950.00%
Dec 31, 20242513.64%2,114,94312.37%353.53%1042.86%6-
Sep 30, 202422-15.38%1,882,150-0.92%313.03%7-12.50%6-45.45%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF162.52K2.62%-
Vanguard Total Stock Mkt Idx Inv159.04K2.57%-3.48K
DFA US Small Cap Value I149.17K2.41%-
DFA US Micro Cap I67.14K1.09%-
Vanguard Institutional Extnd Mkt Idx Tr51.84K0.84%-23.62K
DFA US Targeted Value I43.06K0.70%-
Bridgeway Ultra-Small Company37.00K0.60%-8.30K
Bridgeway Ultra-Small Company Market31.61K0.51%-
DFA US Small Cap I25.53K0.41%-
Dimensional US Targeted Value ETF24.56K0.40%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 30, 2021LEDOUX MARK A CEO/ChairmanSell$39.13K
Aug 30, 2021LEDOUX MARK A CEO/ChairmanSell$39.20K
Sep 01, 2021LEDOUX MARK A CEO/ChairmanSell$40.55K
Sep 01, 2021LEDOUX MARK A CEO/ChairmanSell$40.52K
Aug 02, 2021LEDOUX MARK A CEO/ChairmanSell$90.32K

Insider Transactions Trends

DateBuySell
2023 Q4--
2023 Q1--
2022 Q4--
2022 Q3--
2022 Q1--

NAII Ownership FAQ

Who Owns Natural Alternatives?

Natural Alternatives shareholders are primarily institutional investors at 34.55%, followed by 21.09% insiders and 44.36% retail investors. The average institutional ownership in Natural Alternatives's industry, Packaged Foods Stocks, is 36.98%, which Natural Alternatives falls below.

Who owns the most shares of Natural Alternatives?

Natural Alternatives’s largest shareholders are Dimensional fund advisors lp (423.47K shares, 7.12%), Caldwell sutter capital (418.95K shares, 7.04%), and Mink brook asset management (293.71K shares, 4.94%). Together, they hold 19.10% of Natural Alternatives’s total shares outstanding.

Does Blackrock own Natural Alternatives?

BlackRock is not among the top 10 institutional shareholders of Natural Alternatives.

Who is Natural Alternatives’s biggest shareholder by percentage of total assets invested?

Mink brook asset management is Natural Alternatives’s biggest shareholder by percentage of total assets invested, with 0.56% of its assets in 293.71K Natural Alternatives shares, valued at 838.28K$.

Who is the top mutual fund holder of Natural Alternatives shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Natural Alternatives shares, with 2.62% of its total shares outstanding invested in 162.52K Natural Alternatives shares.

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