MZTI: Marzetti Company/The insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 0 sales totaling - in the last 180 days.

Activist and 5% holders

FiledWhatHolderStakeChangeFiling
2026-07-31New 13G stakeVanguard Portfolio Management5.11%SEC

Institutional ownership (Q2 2026)

336 institutions reported holding $2.15B of Marzetti Company/The on Form 13F (365 the quarter before). 41 opened a new position and 70 sold out. Shares held by institutions: +8%.

Largest holdersSharesValue
BlackRock, Inc.2,742,494$313.08M
VANGUARD PORTFOLIO MANAGEMENT LLC1,384,677$158.07M
AQR CAPITAL MANAGEMENT LLC1,272,897$145.31M
STATE STREET CORP1,048,423$119.69M
FIRST TRUST ADVISORS LP997,959$113.93M
VANGUARD CAPITAL MANAGEMENT LLC878,715$100.31M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC829,614$94.71M
DIMENSIONAL FUND ADVISORS LP714,080$81.52M
GEODE CAPITAL MANAGEMENT, LLC712,648$81.37M
GOLDMAN SACHS GROUP INC698,457$79.74M

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