Who Owns Zevia PBC Stock?
NYSE: ZVIAConsumer StaplesBeverages (Production/Distribution)USD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 58.62%
- Held by insiders
- 6.47%
- Institutional holders
- 125
- Institutions 58.6%
- Insiders 6.5%
- Public and other 34.9%
Who owns Zevia PBC stock?
Institutional investors own about 58.6% of Zevia PBC's shares, spread across 125 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 6.47% of ZVIA.
The largest institutional holders are Caisse De Depot Et Placement Du Quebec (15.80%), Topline Capital Management, LLC (9.95%) and Kanen Wealth Management LLC (3.73%). Together, the top 10 institutions control 44.3% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their ZVIA positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ZVIA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Caisse De Depot Et Placement Du Quebec | 11.40M | 15.80% | -15.9% |
| Topline Capital Management, LLC | 7.18M | 9.95% | +6.3% |
| Kanen Wealth Management LLC | 2.69M | 3.73% | +115.5% |
| Mackenzie Financial Corporation | 2.67M | 3.70% | +2051.2% |
| Vanguard Capital Management LLC | 2.12M | 2.94% | +25.9% |
| Jefferies Financial Group Inc. | 2.10M | 2.91% | +0.2% |
| Stoic Point Capital Management LLC | 1.13M | 1.57% | +53.1% |
| Jane Street Group, LLC | 969.40K | 1.34% | +100.0% |
| AQR Capital Management, LLC | 920.09K | 1.28% | +73.7% |
| Blackrock Inc. | 804.40K | 1.12% | -74.2% |
% 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 ZVIA
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.70M | 2.36% |
| World Funds Trust-Philotimo Focused Growth & Income Fund | 1.20M | 1.67% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 376.27K | 0.52% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 281.88K | 0.39% |
| iShares Trust-iShares Micro-Cap ETF | 242.83K | 0.34% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 187.32K | 0.26% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 78.22K | 0.11% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Growth Index Fund | 52.21K | 0.07% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 50.74K | 0.07% |
| Corgi ETF Trust I-Corgi Coffee & Energy Drinks ETF | 45.33K | 0.06% |
Frequently asked questions
Who is the largest shareholder of Zevia PBC?
Caisse De Depot Et Placement Du Quebec is the largest institutional shareholder of ZVIA, owning 15.80% of shares outstanding (11.40M shares) as of its latest 13F filing.
What percentage of Zevia PBC is owned by institutions?
Institutions own about 58.6% of ZVIA shares and 62.7% of the public float.
How much of Zevia PBC do insiders own?
Insiders, such as officers and directors, own about 6.47% of ZVIA 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.