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Zevia PBC (ZVIA) Institutional Ownership

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$2.33 -0.03 (-1.06%)
Closing price 03:59 PM Eastern
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$2.32 -0.01 (-0.43%)
As of 05:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for Zevia PBC (NYSE:ZVIA)

Current
Institutional Ownership
Percentage
53.21%
Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$13.53M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$85.65K
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ZVIA Institutional Buying and Selling by Quarter

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Zevia PBC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Outlook Wealth Advisors LLC13,250$29K0.0%N/A0.018%
2/17/2025Wolverine Trading LLC10,021$39K0.0%N/A0.014%
2/17/2025Soviero Asset Management LP210,000$880K0.5%N/A0.288%
2/17/2025Squarepoint Ops LLC33,072$139K0.0%N/A0.045%
2/17/2025Silvercrest Asset Management Group LLC1,323,885$5.55M0.0%+87.1%1.813%
2/17/2025Point72 Asia Singapore Pte. Ltd.21,490$90K0.0%+44.4%0.029%
2/17/2025OMERS ADMINISTRATION Corp88,500$371K0.0%N/A0.121%
2/17/2025Millennium Management LLC254,965$1.07M0.0%-4.3%0.349%
2/17/2025Jacobs Levy Equity Management Inc.19,424$81K0.0%N/A0.027%
2/17/2025Cubist Systematic Strategies LLC51,932$218K0.0%N/A0.071%
2/17/2025Bridgeway Capital Management LLC110,600$463K0.0%+22.9%0.151%
2/17/2025Bank of America Corp DE15,817$66K0.0%+2,845.4%0.022%
2/17/2025ArrowMark Colorado Holdings LLC1,000,000$4.19M0.1%N/A1.370%
2/14/2025Jane Street Group LLC126,745$531K0.0%+481.7%0.174%
2/14/2025Schonfeld Strategic Advisors LLC10,795$45K0.0%N/A0.015%
2/14/2025Emerald Mutual Fund Advisers Trust297,229$1.25M0.1%N/A0.407%
2/14/2025Northern Trust Corp119,428$500K0.0%+11.6%0.164%
2/14/2025Stifel Financial Corp10,050$42K0.0%N/A0.014%
2/13/2025Marshall Wace LLP204,800$858K0.0%N/A0.281%
2/13/2025XTX Topco Ltd37,272$156K0.0%-19.6%0.051%
2/13/2025Renaissance Technologies LLC150,726$632K0.0%+51.6%0.206%
2/13/2025Russell Investments Group Ltd.142,274$596K0.0%N/A0.195%
2/12/2025Geode Capital Management LLC539,652$2.26M0.0%+0.6%0.739%
2/11/2025Emerald Advisers LLC54,359$228K0.0%N/A0.074%
2/6/2025SBI Securities Co. Ltd.13,564$57K0.0%N/A0.019%
2/3/2025 Abacus Planning Group Inc.13,661$57K0.0%N/A0.019%
1/24/2025Calamos Advisors LLC112,428$471K0.0%N/A0.154%
1/24/2025Spire Wealth Management24,051$101K0.0%N/A0.033%
1/10/2025ORG Wealth Partners LLC30,674$129K0.0%N/A0.042%
11/25/2024Wilmington Savings Fund Society FSB99,624$108K0.0%N/A0.136%
11/15/2024XTX Topco Ltd46,344$50K0.0%N/A0.064%
11/12/2024Nwam LLC35,866$39K0.0%N/A0.049%
9/16/2024Point72 Asia Singapore Pte. Ltd.39,030$26K0.0%N/A0.054%
8/15/2024Point72 Asia Singapore Pte. Ltd.39,030$26K0.0%N/A0.054%
8/9/2024Renaissance Technologies LLC69,300$47K0.0%+128.7%0.096%
2/6/2024Sapient Capital LLC60,900$122K0.0%N/A0.085%
2/5/2024Anchor Capital Advisors LLC39,412$79K0.0%-84.7%0.055%
1/29/2024Sapient Capital LLC20,300$41K0.0%N/A0.028%
11/15/2023Kennedy Capital Management LLC645,041$1.43M0.0%+51.7%0.904%
10/27/2023Allspring Global Investments Holdings LLC14,013$31K0.0%N/A0.020%
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10/27/2023BSW Wealth Partners153,306$340K0.1%-55.4%0.215%
10/23/2023Commonwealth Equity Services LLC45,912$102K0.0%-22.5%0.064%
8/14/2023Silvercrest Asset Management Group LLC805,148$3.47M0.0%+16.2%1.140%
8/11/2023Penserra Capital Management LLC30,260$130K0.0%+97.5%0.043%
8/10/2023Bessemer Group Inc.6,330$27K0.0%N/A0.009%
8/4/2023American International Group Inc.12,004$52K0.0%N/A0.017%
8/4/2023Anchor Capital Advisors LLC256,757$1.11M0.0%+27.3%0.363%
7/27/2023Virtu Financial LLC32,741$141K0.0%N/A0.046%
5/25/2023Legato Capital Management LLC34,531$133K0.0%-32.2%0.049%
5/16/2023BSW Wealth Partners400,000$1.54M0.3%N/A0.568%
5/12/2023Champlain Investment Partners LLC1,196,115$4.61M0.0%-1.0%1.700%
5/5/2023Prime Capital Investment Advisors LLC144,074$555K0.0%N/A0.205%
5/4/2023Emerald Mutual Fund Advisers Trust1,011,625$3.90M0.2%+7.1%1.438%
5/4/2023Emerald Advisers LLC1,244,814$4.79M0.2%-0.5%1.769%
4/24/2023Penserra Capital Management LLC15,320$58K0.0%+1,220.7%0.022%
4/14/2023Stonnington Group LLC221,460$784K0.2%-12.4%0.315%
4/12/2023Riverwater Partners LLC41,963$162K0.1%-23.4%0.060%
2/14/2023683 Capital Management LLC45,284$185K0.0%N/A0.066%
2/13/2023CIBC Private Wealth Group LLC50,000$563K0.0%-25.5%0.073%
2/7/2023Commonwealth Equity Services LLC58,899$240K0.0%+9.3%0.086%
2/3/2023Emerald Mutual Fund Advisers Trust944,277$3.86M0.2%+0.9%1.371%
2/3/2023Emerald Advisers LLC1,250,656$5.12M0.2%+1.1%1.816%
2/1/2023Legato Capital Management LLC50,931$208K0.0%N/A0.074%
1/25/2023Stephens Inc. AR288,362$1.18M0.0%+2.4%0.419%
1/17/2023 Wealth Alliance Advisory Group LLC12,200$50K0.0%N/A0.018%
1/12/2023Riverwater Partners LLC54,773$224K0.2%+185.1%0.080%
1/11/2023Stonnington Group LLC252,874$1.12M0.3%-6.6%0.367%
11/16/2022Verus Capital Partners LLC16,350$71K0.0%N/A0.024%
11/8/2022Riverwater Partners LLC19,211$83K0.1%N/A0.028%
11/2/2022Stephens Inc. AR281,739$1.22M0.0%+23.4%0.411%
10/25/2022Emerald Mutual Fund Advisers Trust936,210$4.04M0.3%+45.3%1.364%
10/25/2022Emerald Advisers LLC1,236,936$5.34M0.3%+62.3%1.802%
10/20/2022Stonnington Group LLC270,874$991K0.3%+38.1%0.395%
8/10/2022Kennedy Capital Management Inc.493,232$1.39M0.0%-1.8%0.734%
8/10/2022Nwam LLC35,866$101K0.0%+14.3%0.053%
7/29/2022Emerald Mutual Fund Advisers Trust644,365$1.81M0.1%+115.9%0.959%
7/29/2022Emerald Advisers LLC762,211$2.14M0.1%+18.4%1.134%
7/27/2022Paradigm Financial Partners LLC17,746$64K0.0%N/A0.026%
7/19/2022Commonwealth Equity Services LLC51,399$144K0.0%N/A0.076%
7/8/2022Stonnington Group LLC196,074$704K0.2%N/A0.292%
5/12/2022Champlain Investment Partners LLC1,927,085$8.81M0.0%-0.8%2.890%
5/12/2022Nwam LLC31,366$143K0.0%N/A0.047%
5/9/2022Qube Research & Technologies Ltd12,601$58K0.0%N/A0.019%
5/4/2022Stephens Inc. AR228,279$1.04M0.0%+2.4%0.342%
4/29/2022Emerald Mutual Fund Advisers Trust298,396$1.36M0.1%-2.8%0.462%
4/29/2022Emerald Advisers LLC643,707$2.94M0.1%+3.2%0.997%
4/7/2022Diversified Trust Co10,775$49K0.0%N/A0.017%
3/7/2022Stephens Inc. AR222,834$1.57M0.0%N/A0.345%
2/15/2022Lakewood Capital Management LP279,477$1.97M0.1%-9.7%0.433%
2/14/2022Squarepoint Ops LLC154,858$1.09M0.0%+3.2%0.240%
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2/10/2022Champlain Investment Partners LLC1,941,670$13.69M0.1%N/A3.007%
2/10/2022HighTower Advisors LLC70,000$494K0.0%+250.0%0.108%
2/8/2022Northern Trust Corp98,201$692K0.0%+6.3%0.152%
2/2/2022New York State Common Retirement Fund4,208$30K0.0%N/A0.007%
2/2/2022Emerald Mutual Fund Advisers Trust307,146$2.17M0.1%-33.3%0.476%
2/2/2022Emerald Advisers LLC623,557$4.40M0.2%-3.3%0.966%
1/31/2022Peregrine Capital Management LLC498,364$3.51M0.1%+16.0%0.772%
1/28/2022Allspring Global Investments Holdings LLC7,526$53K0.0%N/A0.012%
12/14/2021UBS Asset Management Americas Inc.666,087$7.67M0.0%N/A1.032%
11/16/2021Squarepoint Ops LLC150,000$1.73M0.0%N/A0.232%
(Data available from 1/1/2016 forward)

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ZVIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZVIA shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Zevia PBC. The most heavily invested institutionals were Silvercrest Asset Management Group LLC ($5.55M), Champlain Investment Partners LLC ($4.61M), ArrowMark Colorado Holdings LLC ($4.19M), Geode Capital Management LLC ($2.26M), Kennedy Capital Management LLC ($1.43M), Emerald Mutual Fund Advisers Trust ($1.25M), and Millennium Management LLC ($1.07M).Learn more on ZVIA's institutional investors.

What percentage of Zevia PBC stock is owned by institutional investors?

53.21% of Zevia PBC stock is owned by institutional investors. Learn more on ZVIA's institutional investor holdings.

Which institutional investors have been buying Zevia PBC stock?

Of the 40 institutional investors that purchased Zevia PBC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ArrowMark Colorado Holdings LLC ($1M), Silvercrest Asset Management Group LLC ($728.45K), BSW Wealth Partners ($400K), Emerald Mutual Fund Advisers Trust ($364.58K), Kennedy Capital Management LLC ($219.93K), Soviero Asset Management LP ($210K), and Marshall Wace LLP ($204.80K).

How much institutional buying is happening at Zevia PBC?

Institutional investors have bought a total of 4,643,530 shares in the last 24 months. This purchase volume represents approximately $17.63M in transactions.

Which Zevia PBC major shareholders have been selling company stock?

The following institutional investors have sold Zevia PBC stock in the last 24 months: Anchor Capital Advisors LLC ($217.35K), BSW Wealth Partners ($190.73K), Legato Capital Management LLC ($16.40K), Commonwealth Equity Services LLC ($13.30K), Champlain Investment Partners LLC ($12.08K), Millennium Management LLC ($11.37K), and XTX Topco Ltd ($9.07K).

How much institutional selling is happening at Zevia PBC?

Institutional investors have sold a total of 476,139 shares in the last 24 months. This volume of shares sold represents approximately $1.11M in transactions.



This page (NYSE:ZVIA) was last updated on 4/15/2025 by MarketBeat.com Staff
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