$MZTI

$107.81 -$1.22 (1.12%) Close

$MZTI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 27.3M shares outstanding

Who owns MZTI?

By type of holder

Institutions 70.9% Insiders 29.2% Everyone else 0.0%

Concentration Top 10 holders own 72.6%

Gerlach John B JR 33.8% · BlackRock, Inc. 10.1%

Institutional ownership

70.9%

+5.5 pts vs last qtr

Institutional holders

335

-29 vs last qtr

Net shares bought

+1.5M

by institutions in Q2 2026

New / sold out

44 / 73

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Goldman Sachs Group Inc +446.8K
Aqr Capital Management LLC +443.1K

Biggest sellers in Q2 2026

Nordea Investment Management AB SOLD OUT −200.4K
Thrivent Financial for Lutherans −186.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$234K

2 notices from 1 person

Shares covered

2.2K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Luis Viso Officer $234K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−0.1%

−0.01% a year

Each share's claim on the business

+0.1%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$92M vs $77.7M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years82% 3–5 years5% 1–3 years6% Under 1 year6%

Quarterly turnover

16.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MZTI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.7M	10.05%	+117.6K (+4.5%)	≤2021	0.0%
Shares held by quarter Peak holding2.7M (Q2'26) Change over 8 quarters+278.6K Share of the company10.050% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	1.4M	5.07%	+75.8K (+5.8%)	≤2021	0.0%
Shares held by quarter Peak holding1.4M (Q2'26) Change over 8 quarters+1.4M Share of the company5.070% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

2.7M

% of company

10.05%

Change vs last qtr

+117.6K (+4.5%)

Held since

≤2021

Vanguard Portfolio Management LLC

1.4M

% of company

5.07%

Change vs last qtr

+75.8K (+5.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding The Marzetti Company, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MZTI on Form N-PORT; together they hold 37.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$79.2M	693.8K	2.54%	0.06%	June 30, 2026
FT First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI	$70.3M	615.6K	2.26%	0.62%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$79.2M

% of company

2.54%

% of the fund

0.06%

As of

June 30, 2026

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust Exchange-Traded Fund VI

Position value

$70.3M

% of company

2.26%

% of the fund

0.62%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding The Marzetti Company and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GJ Gerlach John B JR Insider	9.2M	33.78%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company33.780% Gerlach John B JR's insider activity →
FR Fox Robert L Insider	653.6K	2.40%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.400% Fox Robert L's insider activity →

Gerlach John B JR

Insider

9.2M

% of company

33.78%

Change vs last qtr

—

Held since

—

Fox Robert L

Insider

653.6K

% of company

2.40%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of The Marzetti Company.

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