Who Owns Natural Alternatives International Stock?
NASDAQ: NAIIHealth Care Medicinal Chemicals and Botanical Products USD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
After hours: 1.12 -1.75%
Ownership breakdown
- Held by institutions
- 36.40%
- Held by insiders
- 21.40%
- Institutional holders
- 24
- Institutions 36.4%
- Insiders 21.4%
- Public and other 42.2%
Who owns Natural Alternatives International stock?
Institutional investors own about 36.4% of Natural Alternatives International's shares, spread across 24 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 21.40% of NAII.
The largest institutional holders are Caldwell Sutter Capital, Inc. (7.95%), Dimensional Fund Advisors LP (5.36%) and Morgan Stanley (4.91%). Together, the top 10 institutions control 34.3% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their NAII positions and 6 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NAII
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 498.22K | 7.95% | -0.1% |
| Dimensional Fund Advisors LP | 335.79K | 5.36% | -5.3% |
| Morgan Stanley | 307.63K | 4.91% | +14.7% |
| Mink Brook Asset Management LLC | 293.45K | 4.68% | -0.1% |
| Renaissance Technologies, LLC | 277.46K | 4.43% | -4.8% |
| Vanguard Capital Management LLC | 210.88K | 3.37% | 0.0% |
| Citadel Advisors Llc | 75.75K | 1.21% | +73.3% |
| Bridgeway Capital Management, LLC | 61.49K | 0.98% | -18.4% |
| Integrated Wealth Concepts LLC | 44.09K | 0.70% | +267.4% |
| Geode Capital Management, LLC | 43.71K | 0.70% | -16.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of NAII
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 159.04K | 2.54% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 141.53K | 2.26% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 67.14K | 1.07% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 51.84K | 0.83% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 25.53K | 0.41% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | 24.91K | 0.40% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 21.11K | 0.34% |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | 18.10K | 0.29% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | 16.92K | 0.27% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio | 16.60K | 0.27% |
Frequently asked questions
Who is the largest shareholder of Natural Alternatives International?
Caldwell Sutter Capital, Inc. is the largest institutional shareholder of NAII, owning 7.95% of shares outstanding (498.22K shares) as of its latest 13F filing.
What percentage of Natural Alternatives International is owned by institutions?
Institutions own about 36.4% of NAII shares and 46.3% of the public float.
How much of Natural Alternatives International do insiders own?
Insiders, such as officers and directors, own about 21.40% of NAII shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.