Marzetti Co: which funds bought and sold
Institutions that bought and sold Marzetti shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 187 institutions that filed 13F reports for both quarters added to or opened positions in Marzetti, and 173 cut or closed them. Together they added a net 1.2M shares, +6.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 131K shares (+4.4%); index fund managers were net buyers of 472K shares (+6.0%). 40 opened a new position and 69 sold out entirely.
Bought, Q2 2026 187 institutions, 40 of them new holders Sold, Q2 2026 173 institutions, 69 of them sold out
Net change, all compared +1.2M shares (+6.8%)
Net change, active managers +131K shares (+4.4%), 26 bought, 27 sold
Buyers versus sellers
187 bought 39 173 sold
Active managers and hedge funds 26 bought · 27 sold · +131K
Index fund managers 11 bought · 0 sold · +472K
Other institutions 150 bought · 146 sold · +601K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Goldman Sachs Group Inc | +447K +177.5% | 698K | $79.7M |
| AQR Capital Management LLC Hedge fund | +443K +53.4% | 1.3M | $145M |
| First Trust Advisors LP | +194K +24.2% | 998K | $114M |
| Dimensional Fund Advisors LP | +158K +28.5% | 714K | $81.5M |
| Two Sigma Investments, LP Hedge fund | +152K +197.0% | 229K | $26.2M |
| Fuller & Thaler Asset Management, Inc. | +126K +142.8% | 214K | $24.5M |
| Morgan Stanley | +119K +46.4% | 376K | $42.9M |
| Blackrock, Inc. Index funds | +118K +4.5% | 2.7M | $313M |
| Pacer Advisors, Inc. | +79K +3363.2% | 81K | $9.3M |
| Proshare Advisors LLC Index funds | +78K +40.1% | 271K | $31M |
| Charles Schwab Investment Management Inc Index funds | +76K +10.1% | 830K | $94.7M |
| Vanguard Portfolio Management LLC Index funds | +76K +5.8% | 1.4M | $158M |
| Royal Bank Of Canada | +72K +207.8% | 107K | $12.2M |
| Jump Financial, LLC | +63K +2728.0% | 65K | $7.4M |
| State Street Corp Index funds | +61K +6.2% | 1.0M | $120M |
| Caisse De Depot Et Placement Du Quebec | +55K New position | 55K | $6.3M |
| Healthcare Of Ontario Pension Plan Trust Fund | +51K +135.2% | 89K | $10.2M |
| Teacher Retirement System Of Texas | +50K +681.1% | 57K | $6.5M |
| Geode Capital Management, LLC Index funds | +50K +7.5% | 713K | $81.4M |
| Citadel Advisors LLC Hedge fund | +44K +154.2% | 72K | $8.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +443K +53.4% | 1.3M | $145M |
| Two Sigma Investments, LP Hedge fund | +152K +197.0% | 229K | $26.2M |
| Citadel Advisors LLC Hedge fund | +44K +154.2% | 72K | $8.3M |
| FMR LLC Active manager | +33K +461.0% | 40K | $4.5M |
| Holocene Advisors, LP Hedge fund | +29K +176.4% | 45K | $5.2M |
| Walleye Capital LLC Hedge fund | +28K New position | 28K | $3.2M |
| Capital Fund Management S.A. Hedge fund | +23K New position | 23K | $2.7M |
| Jain Global LLC Hedge fund | +17K New position | 17K | $2M |
| Quantbot Technologies LP Hedge fund | +16K +181.2% | 25K | $2.8M |
| Gotham Asset Management, LLC Hedge fund | +15K +575.9% | 18K | $2M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Nordea Investment Management AB | −200K Sold out | 0 | — |
| Thrivent Financial For Lutherans | −187K −96.9% | 5,898 | $673,000 |
| Barclays PLC | −170K −89.2% | 21K | $2.3M |
| Man Group PLC Hedge fund | −135K −83.3% | 27K | $3.1M |
| Boston Trust Walden Corp | −116K −50.1% | 116K | $13.3M |
| Bahl & Gaynor LLC | −115K −97.4% | 3,045 | $347,617 |
| Balyasny Asset Management L.P. Hedge fund | −82K Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −67K −87.7% | 9,363 | $1.1M |
| Exoduspoint Capital Management, LP Hedge fund | −64K Sold out | 0 | — |
| Deutsche Bank Ag\ | −63K −67.6% | 30K | $3.4M |
| Point72 Asset Management, L.P. Hedge fund | −62K Sold out | 0 | — |
| Algert Global LLC Hedge fund | −57K −89.2% | 6,855 | $782,567 |
| London Co Of Virginia Active manager | −50K −13.9% | 310K | $35.4M |
| Renaissance Technologies LLC Hedge fund | −43K −11.7% | 328K | $37.4M |
| Wesbanco Bank Inc | −40K −24.6% | 123K | $14M |
| Silvercrest Asset Management Group LLC | −39K −19.3% | 163K | $18.6M |
| Tudor Investment Corp Et Al Hedge fund | −37K Sold out | 0 | — |
| Westwood Holdings Group Inc Active manager | −37K Sold out | 0 | — |
| Engineers Gate Manager LP Hedge fund | −33K −75.0% | 11K | $1.3M |
| Cramer Rosenthal Mcglynn LLC | −30K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Man Group PLC Hedge fund | −135K −83.3% | 27K | $3.1M |
| Balyasny Asset Management L.P. Hedge fund | −82K Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −67K −87.7% | 9,363 | $1.1M |
| Exoduspoint Capital Management, LP Hedge fund | −64K Sold out | 0 | — |
| Point72 Asset Management, L.P. Hedge fund | −62K Sold out | 0 | — |
| Algert Global LLC Hedge fund | −57K −89.2% | 6,855 | $782,567 |
| London Co Of Virginia Active manager | −50K −13.9% | 310K | $35.4M |
| Renaissance Technologies LLC Hedge fund | −43K −11.7% | 328K | $37.4M |
| Tudor Investment Corp Et Al Hedge fund | −37K Sold out | 0 | — |
| Westwood Holdings Group Inc Active manager | −37K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Caisse De Depot Et Placement Du Quebec | 55K | $6.3M |
| Meeder Asset Management Inc | 32K | $3.7M |
| Walleye Capital LLCHedge fund | 28K | $3.2M |
| Capital Fund Management S.A.Hedge fund | 23K | $2.7M |
| Jain Global LLCHedge fund | 17K | $2M |
| Paralel Advisors LLC | 17K | $1.9M |
| Edgestream Partners, L.P.Hedge fund | 8,826 | $1M |
| Ieq Capital, LLC | 7,491 | $855,173 |
| Vident Advisory, LLC | 7,237 | $826,175 |
| Allstate Corp | 5,177 | $591,006 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Nordea Investment Management AB | 200K | $28.1M |
| Balyasny Asset Management L.P.Hedge fund | 82K | $11.4M |
| Exoduspoint Capital Management, LPHedge fund | 64K | $8.8M |
| Point72 Asset Management, L.P.Hedge fund | 62K | $8.6M |
| Tudor Investment Corp Et AlHedge fund | 37K | $5.2M |
| Westwood Holdings Group IncActive manager | 37K | $5.1M |
| Cramer Rosenthal Mcglynn LLC | 30K | $4.1M |
| AGF Management Ltd | 22K | $3M |
| Cambridge Investment Research Advisors, Inc. | 18K | $2.5M |
| Panagora Asset Management IncActive manager | 14K | $2M |
Who holds the shares
- Institutions reporting
- 334
- Ten largest holders
- 58.3% of 13F-reported shares
- Index fund managers
- 43.1% of 13F-reported shares
- Active managers and hedge funds
- 16.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 26 | 27 | 4 | 14 | +131K | +4.4% |
| Index fund managers | 11 | 0 | 0 | 0 | +472K | +6.0% |
| Other institutions | 150 | 146 | 36 | 55 | +601K | +8.6% |