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 | 08/14/2026 | 11.40 M | $18.58 M | -15.87% | 15.87% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 7.18 M | $11.70 M | 6.35% | 9.99% |
| KANEN WEALTH MANAGEMENT LLC | 08/13/2026 | 2.69 M | $4.59 M | 115.46% | 3.75% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 2.67 M | $4.35 M | 2,051.17% | 3.72% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.12 M | $3.45 M | 25.86% | 2.95% |
| JEFFERIES FINANCIAL GROUP INC. | 08/17/2026 | 2.10 M | $3.42 M | 0.16% | 2.92% |
| STOIC POINT CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.13 M | $1.85 M | 53.13% | 1.58% |
| JANE STREET GROUP, LLC | 08/14/2026 | 969.40 K | $1.58 M | 100.00% | 1.35% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 920.09 K | $1.50 M | 73.66% | 1.28% |
| BLACKROCK, INC. | 08/07/2026 | 804.40 K | $1.31 M | -74.20% | 1.12% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 769.66 K | $1.25 M | 41.14% | 1.07% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 765.89 K | $1.25 M | -5.66% | 1.07% |
| ONEASCENT FINANCIAL SERVICES LLC | 08/11/2026 | 750.38 K | $1.22 M | 100.00% | 1.04% |
| BCS PRIVATE WEALTH MANAGEMENT, INC. | 07/31/2026 | 699.19 K | $1.14 M | 0.00% | 0.97% |
| BRIGHTON JONES LLC | 08/11/2026 | 584.71 K | $953.08 K | 100.00% | 0.81% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 552.60 K | $900.73 K | 28.32% | 0.77% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 452.39 K | $737.39 K | 226.63% | 0.63% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 408.00 K | $665.00 K | 30.31% | 0.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 392.15 K | $639.65 K | -62.57% | 0.55% |
| POTRERO CAPITAL RESEARCH LLC | 08/14/2026 | 315.18 K | $513.75 K | -81.92% | 0.44% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 272.10 K | $443.52 K | 100.00% | 0.38% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 259.25 K | $422.58 K | 100.00% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 236.53 K | $385.54 K | 100.00% | 0.33% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 209.55 K | $341.57 K | -18.35% | 0.29% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 203.47 K | $331.66 K | 17.64% | 0.28% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 198.15 K | $358.75 K | 3.96% | 0.28% |
| STATE STREET CORP | 08/07/2026 | 188.83 K | $307.79 K | -62.66% | 0.26% |
| HSBC HOLDINGS PLC | 08/14/2026 | 187.14 K | $298.49 K | 100.00% | 0.26% |
| XTX TOPCO LTD | 08/14/2026 | 177.42 K | $289.20 K | 313.28% | 0.25% |
| COLONY GROUP, LLC | 08/12/2026 | 151.92 K | $247.62 K | 4.58% | 0.21% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 142.19 K | $231.77 K | -58.78% | 0.20% |
| CENTIVA CAPITAL, LP | 08/13/2026 | 127.10 K | $207.18 K | -13.97% | 0.18% |
| IEQ CAPITAL, LLC | 08/11/2026 | 121.81 K | $198.55 K | 144.97% | 0.17% |
| MARSHALL WACE, LLP | 08/13/2026 | 114.20 K | $186.15 K | 100.00% | 0.16% |
| MARINER, LLC | 08/13/2026 | 91.84 K | $149.70 K | 98.35% | 0.13% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 85.60 K | $139.53 K | -22.60% | 0.12% |
| NORTHERN TRUST CORP | 08/13/2026 | 83.34 K | $135.84 K | -76.86% | 0.12% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 80.49 K | $130.85 K | -62.44% | 0.11% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 79.49 K | $129.57 K | -72.95% | 0.11% |
| HRT FINANCIAL LP | 08/14/2026 | 66.95 K | $109.00 K | 100.00% | 0.09% |
| JPMORGAN CHASE & CO | 08/12/2026 | 54.15 K | $85.01 K | -31.06% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 50.35 K | $82.06 K | -2.34% | 0.07% |
| CITADEL ADVISORS LLC | 09/02/2026 | 44.00 K | $71.72 K | 79.59% | 0.06% |
| CERITY PARTNERS LLC | 08/14/2026 | 41.67 K | $67.92 K | 92.85% | 0.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 36.70 K | $59.82 K | 11.63% | 0.05% |
| NWAM LLC | 07/23/2026 | 35.87 K | $58.46 K | 0.00% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 32.63 K | $53.19 K | 197.95% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 30.94 K | $53.22 K | 156.92% | 0.04% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 28.17 K | $45.91 K | 100.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 27.96 K | $45.57 K | -97.09% | 0.04% |
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Zevia PBC institutional Ownership - FAQ's
During the previous two years, 154 institutional investors and hedge funds held shares of Zevia PBC. The most heavily invested institutionals were:
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC: 11.4 M
Topline Capital Management, LLC: 7.18 M
Kanen Wealth Management LLC: 2.69 M
MACKENZIE FINANCIAL CORP: 2.67 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.12 M
Jefferies Financial Group Inc.: 2.1 M
57.69% of Zevia PBC stock is owned by institutional investors.
Institutional investors have bought a total of 45.03 M shares in the last 24 months. This purchase volume represents approximately $63.94 M in transactions.