13FBOX
MARZETTI COMPANY · 13F Institutional Holdings
Options Calculator Rankings
M

MARZETTI COMPANY

MZTI
Institutions
336
Combined AUM (Q2 2026)
$2.21B
Combined Shares (Q2 2026)
19.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.7M
191 · 47 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.1M
175 · 70 Exit · ≈
⚖️ Net
+1.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.21B
Institutions
336
New Buys
47
Adds
144
Reduces
105
Exits
70
Unchanged
40
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%0.01%#122$313.1M2.7M$363.1M2.6M+117,615+4.48%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#96$158.1M1.4M$181.1M1.3M+75,837+5.79%Add
AQR CAPITAL MANAGEMENT LLC
0.05%0.05%#44$145.3M1.3M$114.8M829,765+443,132+53.40%Add
STATE STREET CORP
<0.01%<0.01%#144$119.7M1.0M$136.6M987,276+61,147+6.19%Add
FIRST TRUST ADVISORS LP
0.07%0.08%#31$113.9M997,959$111.2M803,707+194,252+24.17%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#178$100.3M878,715$121.2M876,161+2,554+0.29%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.02%#74$94.7M829,614$104.2M753,619+75,995+10.08%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.02%#68$81.5M714,080$76.9M555,702+158,378+28.50%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%0.01%#126$81.4M712,648$91.7M663,142+49,506+7.47%Add
GOLDMAN SACHS GROUP INC
0.01%<0.01%#98$79.7M698,457$34.8M251,655+446,802+177.55%Add
MORGAN STANLEY
<0.01%<0.01%#173$42.9M375,917$37.7M218,302+157,615+72.20%Add
RENAISSANCE TECHNOLOGIES LLC
0.05%0.08%#41$37.4M327,580$51.3M370,780-43,200-11.65%Reduce
LONDON CO OF VIRGINIA
0.2%0.31%#12$35.4M310,255$49.9M360,415-50,160-13.92%Reduce
ProShare Advisors LLC
0.04%0.04%#46$31.0M271,477$26.8M193,717+77,760+40.14%Add
NORTHERN TRUST CORP
<0.01%<0.01%#146$29.2M255,545$34.8M251,264+4,281+1.70%Add
NORGES BANK
<0.01%#155$28.9M253,300$00+253,300New Buy
TWO SIGMA INVESTMENTS, LP
0.02%0.01%#65$26.2M229,146$10.7M77,153+151,993+197.00%Add
PRINCIPAL FINANCIAL GROUP INC
0.01%0.02%#73$25.7M225,352$32.0M231,334-5,982-2.59%Reduce
FULLER & THALER ASSET MANAGEMENT, INC.
0.07%0.04%#33$24.5M214,286$12.2M88,267+126,019+142.77%Add
GW&K Investment Management, LLC
0.18%0.28%#17$23.6M207,122$31.7M228,883-21,761-9.51%Reduce
Grantham, Mayo, Van Otterloo & Co. LLC
0.05%0.07%#43$22.6M197,642$26.8M193,847+3,795+1.96%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#210$20.8M182,294$20.1M145,189+37,105+25.56%Add
Bank of New York Mellon Corp
<0.01%<0.01%#147$20.6M180,801$26.0M188,184-7,383-3.92%Reduce
Invesco Ltd.
<0.01%<0.01%#196$20.3M178,241$24.6M177,589+652+0.37%Add
UBS Group AG
<0.01%<0.01%#165$19.6M171,995$18.7M135,043+36,952+27.36%Add
SILVERCREST ASSET MANAGEMENT GROUP LLC
0.12%0.2%#18$18.6M162,570$27.9M201,408-38,838-19.28%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#142$16.4M143,286$19.4M140,568+2,718+1.93%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#138$16.3M142,822$22.9M165,519-22,697-13.71%Reduce
Tributary Capital Management, LLC
1.17%1.41%#2$14.3M124,860$14.5M105,096+19,764+18.81%Add
WESBANCO BANK INC
0.35%0.62%#7$14.0M122,611$22.5M162,610-39,999-24.60%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#141$13.5M118,515$13.4M96,910+21,605+22.29%Add
Boston Trust Walden Corp
0.1%0.26%#22$13.3M116,172$32.2M232,596-116,424-50.05%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#188$12.2M107,180$4.8M34,818+72,362+207.83%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#247$10.8M92,734$9.4M67,277+25,457+37.84%Add
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.01%0.01%#70$10.2M89,014$5.2M37,848+51,166+135.19%Add
Nuveen, LLC
<0.01%<0.01%#167$10.1M88,846$14.0M101,534-12,688-12.50%Reduce
VICTORY CAPITAL MANAGEMENT INC
0.01%0.01%#109$10.1M88,628$10.6M76,643+11,985+15.64%Add
Pacer Advisors, Inc.
0.03%<0.01%#58$9.3M81,212$324,0002,345+78,867+3,363.20%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#226$8.3M72,271$4.9M35,130+37,141+105.72%Add
WELCH & FORBES LLC
0.1%0.13%#23$8.2M72,115$10.0M72,423-308-0.43%Reduce
Jump Financial, LLC
0.06%<0.01%#35$7.4M65,045$318,1592,300+62,745+2,728.04%Add
RHUMBLINE ADVISERS
0.01%0.01%#111$7.0M61,316$8.2M59,180+2,136+3.61%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#220$6.6M57,877$6.6M47,936+9,941+20.74%Add
TEACHER RETIREMENT SYSTEM OF TEXAS
0.02%<0.01%#66$6.5M56,972$1.0M7,294+49,678+681.08%Add
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
0.01%#88$6.3M54,954$00+54,954New Buy
Leeward Investments, LLC - MA
0.28%0.38%#8$6.2M54,267$7.6M55,140-873-1.58%Reduce
Jupiter Topco LLC
<0.01%#164$6.2M54,069$00+54,069New Buy
Creative Planning
<0.01%<0.01%#143$6.1M53,337$2.3M16,735+36,602+218.72%Add
Corient Private Wealth LLC
<0.01%0.01%#125$5.8M50,600$8.5M61,283-10,683-17.43%Reduce
Trexquant Investment LP
0.03%0.04%#51$5.6M49,189$5.0M35,789+13,400+37.44%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow