Recent Quarter Total Invested
$28.39 M
Recent Quarter Institutional Ownership Percentage
44.19%
Total Invested of Last Quarter
$18.70 M
Ownership Percentage of Last Quarter
49.55%
Zevia PBC Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2024 | 22.02 M | $23.78 M | 0.00% | 37.02% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 707,641 | $764,252 | -0.69% | 1.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 536,475 | $579,531 | -0.61% | 0.90% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 386,414 | $417,327 | 100.00% | 0.65% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 266,334 | $287,641 | -24.82% | 0.45% |
| STATE STREET CORP | 11/14/2024 | 143,358 | $154,827 | 0.00% | 0.24% |
| COLONY GROUP, LLC | 11/14/2024 | 142,934 | $154,369 | 100.00% | 0.24% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 99,426 | $107,380 | 43.47% | 0.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 90,000 | $97,200 | 0.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 84,532 | $91,295 | -48.18% | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 50,346 | $54,374 | 0.00% | 0.08% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 50,000 | $54,000 | 0.00% | 0.08% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 11/14/2024 | 50,000 | $54,000 | -23.08% | 0.08% |
| XTX TOPCO LTD | 11/14/2024 | 46,344 | $50,052 | 100.00% | 0.08% |
| NWAM LLC | 11/12/2024 | 35,866 | $38,735 | 100.00% | 0.06% |
| WEALTHGARDEN F.S. LLC | 11/12/2024 | 35,866 | $38,735 | 100.00% | 0.06% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 20,011 | $21,612 | 0.00% | 0.03% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 17,488 | $18,887 | -40.16% | 0.03% |
| CIBC WORLD MARKET INC. | 11/12/2024 | 17,195 | $19,000 | 0.00% | 0.03% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 16,239 | $17,538 | 0.00% | 0.03% |
| CITADEL ADVISORS LLC | 11/14/2024 | 14,900 | $16,092 | -78.74% | 0.03% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 11/14/2024 | 14,880 | $16,070 | -61.88% | 0.03% |
| ELLEVEST, INC. | 11/13/2024 | 13,065 | $14,110 | 100.00% | 0.02% |
| CATALINA CAPITAL GROUP, LLC | 10/30/2024 | 10,000 | $10,800 | 100.00% | 0.02% |
| 11/14/2024 | 6,400 | $6,912 | 100.00% | 0.01% | |
| MORGAN STANLEY | 11/14/2024 | 4,286 | $4,629 | -88.59% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 2,900 | $3,132 | -51.67% | 0.00% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 11/20/2024 | 2,000 | $2,160 | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 11/08/2024 | 1,691 | $1,000 | -75.06% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1,500 | $1,620 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 640 | $691 | -91.10% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 537 | $580 | -89.47% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/06/2024 | 509 | $550 | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 11/12/2024 | 20 | $22 | 0.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 16 | $17 | -99.68% | 0.00% |
| BARCLAYS PLC | 11/19/2024 | 0 | $0 | -100.00% | 0.00% |
| STEPHENS INC /AR/ | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| FEDERATED HERMES, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| RHUMBLINE ADVISERS | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| PROSHARE ADVISORS LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| MACQUARIE GROUP LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| CLEAR STREET MARKETS LLC | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
Zevia PBCinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of ZVIA shares?
During the previous two years, 60 institutional investors and hedge funds held shares of Zevia PBC. The most heavily invested institutionals were:
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC: 22.02 M
SILVERCREST ASSET MANAGEMENT GROUP LLC: 707,641
GEODE CAPITAL MANAGEMENT, LLC: 536,475
BlackRock Funding, Inc. /DE: 386,414
MILLENNIUM MANAGEMENT LLC: 266,334
STATE STREET CORP: 143,358
-
What percentage of Zevia PBC stock is owned by institutional investors?
44.19% of Zevia PBC stock is owned by institutional investors.
-
How much institutional buying is happening at ZVIA ?
Institutional investors have bought a total of 25.72 M shares in the last 24 months. This purchase volume represents approximately $56.33 M in transactions.