Institutional Ownership National Beverage Corp (FIZZ)
This table provides information about the institutional ownership of National Beverage Corp (FIZZ). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $760 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
44
shares
|
$1,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
42
shares
|
$1,391
0.0% of portfolio
|
Q3 2025
Added 366.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
42
shares
|
$1,391
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
42
shares
|
$1,391
0.0% of portfolio
|
Q2 2024
Reduced 20.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
41
shares
|
$1,358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
34
shares
|
$1,126
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
32
shares
|
$1,060
0.0% of portfolio
|
Q3 2021
Reduced 20.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
24
shares
|
$795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
20
shares
|
$662
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
19
shares
|
$629
0.0% of portfolio
|
Q2 2025
Added 58.33%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
18
shares
|
$596
0.0% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
18
shares
|
$596
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
14
shares
|
$463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
12
shares
|
$397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
10
shares
|
$331
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10
shares
|
$331
0.0% of portfolio
|
Q1 2022
Reduced 60.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$331
0.0% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
6
shares
|
$198
0.0% of portfolio
|
Q3 2025
Reduced 79.31%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
6
shares
|
$198
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
4
shares
|
$132
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
4
shares
|
$132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
4
shares
|
$132
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
3
shares
|
$99
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$66
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q3 2025
Reduced 96.67%
|
|