Zevia PBC Ownership | Who Owns Zevia PBC?

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Zevia PBC Ownership Summary

Zevia PBC is owned by 47.69% institutional investors, 13.28% insiders, and 39.03% retail investors. Caisse de depot et placement du quebec is the largest institutional shareholder, holding 37.02% of ZVIA shares. Meridian Contrarian Legacy is the top mutual fund, with 1.67% of its assets in Zevia PBC shares.

ZVIA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Zevia PBC	47.69%	13.28%	39.03%
Sector	Consumer Defensive Stocks	43.74%	14.93%	41.34%
Industry	Non-Alcoholic Beverages Stocks	30.88%	25.81%	43.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Caisse de depot et placement du quebec	22.02M	37.02%	$92.27M
Vanguard group	1.36M	2.29%	$5.70M
Arrowmark colorado	1.00M	1.68%	$4.19M
Silvercrest asset management group	712.54K	1.27%	$481.11K
Geode capital management	539.65K	0.91%	$2.26M
Blackrock	386.68K	0.69%	$261.09K
Blackrock funding, inc. /de	383.75K	0.65%	$1.61M
Emerald mutual fund advisers trust	297.23K	0.50%	$1.25M
Goldman sachs group	275.38K	0.46%	$1.15M
Millennium management	254.97K	0.43%	$1.07M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Soviero asset management, lp	210.00K	0.55%	$879.90K
Caisse de depot et placement du quebec	22.02M	0.19%	$92.27M
Emerald mutual fund advisers trust	297.23K	0.08%	$1.25M
Arrowmark colorado	1.00M	0.06%	$4.19M
Point72 asia (singapore) pte.	21.49K	0.02%	$90.04K
Catalina capital group	10.00K	0.01%	$41.90K
Capstone financial advisors	50.00K	0.01%	$209.50K
Xtx topco	37.27K	0.01%	$156.17K
Bridgeway capital management	110.60K	0.01%	$463.41K
Abacus planning group	13.66K	0.01%	$57.24K

Top Buyers

Holder	Shares	% Assets	Change
Arrowmark colorado	1.00M	0.06%	1.00M
Emerald mutual fund advisers trust	297.23K	0.08%	297.23K
Goldman sachs group	275.38K	0.00%	275.38K
Soviero asset management, lp	210.00K	0.55%	210.00K
Marshall wace, llp	204.80K	0.00%	204.80K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	386.68K	-	-1.20M
Kennedy capital management	-	-	-381.02K
State street	143.36K	-	-331.58K
Bank of new york mellon	-	-	-105.46K
Y-intercept (hong kong)	-	-	-88.14K

New Positions

Holder	Shares	% Assets	Change	Value
Arrowmark colorado	1.00M	0.06%	1.00M	$4.19M
Emerald mutual fund advisers trust	297.23K	0.08%	297.23K	$1.25M
Soviero asset management, lp	210.00K	0.55%	210.00K	$879.90K
Marshall wace, llp	204.80K	0.00%	204.80K	$858.11K
Russell investments group	142.27K	0.00%	142.27K	$596.13K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Nisa investment advisors	-168.00
Clear street markets	-766.00
Amalgamated bank	-841.00
Federated hermes	-890.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	63	53.66%	28,372,373	7.52%	47	2.42%	42	366.67%	8	-52.94%
Sep 30, 2024	39	-30.36%	26,285,811	-5.09%	44	1.80%	9	-67.86%	17	13.33%
Jun 30, 2024	56	12.00%	27,694,090	-10.97%	49	1.31%	28	47.37%	15	-11.76%
Mar 31, 2024	50	-19.35%	31,107,345	-1.74%	61	1.58%	19	-40.63%	17	21.43%
Dec 31, 2023	62	6.90%	31,659,506	-0.45%	62	1.55%	32	28.00%	14	7.69%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Meridian Contrarian Legacy	1.00M	1.67%	1.00M
Vanguard Institutional Extnd Mkt Idx Tr	787.60K	1.27%	45.06K
Vanguard Total Stock Mkt Idx Inv	755.85K	1.22%	93.41K
Silvercrest U.S. Small Cap Growth	416.55K	0.67%	-
Timpani Small Cap Growth Equity	391.07K	0.65%	391.07K
Kennedy Extended Small Cap	381.02K	0.65%	-257.39K
Emerald Growth A	381.01K	0.61%	83.78K
Fidelity Extended Market Index	291.90K	0.47%	-1.86K
Calamos Timpani Small Cap Growth I	209.49K	0.34%	-196.02K
Empower Small Cap Value/Kennedy SP	146.21K	0.25%	-1.47K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 17, 2025	Simms Lorna R.	SVP, GC & Corporate Secretary	Sell	$22.29K
Mar 18, 2025	Simms Lorna R.	SVP, GC & Corporate Secretary	Sell	$10.40K
Mar 17, 2025	Satya Girish	Chief Financial Officer	Sell	$38.15K
Mar 14, 2025	Taylor Amy	President & CEO	Sell	$117.05K
Mar 18, 2025	Taylor Amy	President & CEO	Sell	$60.70K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	7
2024 Q4	-	4
2024 Q3	5	3
2024 Q2	1	-
2024 Q1	-	11

ZVIA Ownership FAQ

Who Owns Zevia PBC?

Zevia PBC shareholders are primarily institutional investors at 47.69%, followed by 13.28% insiders and 39.03% retail investors. The average institutional ownership in Zevia PBC's industry, Non-Alcoholic Beverages Stocks, is 30.88%, which Zevia PBC exceeds.

Who owns the most shares of Zevia PBC?

Zevia PBC’s largest shareholders are Caisse de depot et placement du quebec (22.02M shares, 37.02%), Vanguard group (1.36M shares, 2.29%), and Arrowmark colorado (1M shares, 1.68%). Together, they hold 40.99% of Zevia PBC’s total shares outstanding.

Does Blackrock own Zevia PBC?

Yes, BlackRock owns 0.69% of Zevia PBC, totaling 386.68K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 261.09K$. In the last quarter, BlackRock decreased its holdings by -1.195M shares, a -75.56% change.

Who is Zevia PBC’s biggest shareholder by percentage of total assets invested?

Soviero asset management, lp is Zevia PBC’s biggest shareholder by percentage of total assets invested, with 0.55% of its assets in 210K Zevia PBC shares, valued at 879.9K$.

Who is the top mutual fund holder of Zevia PBC shares?

Meridian Contrarian Legacy is the top mutual fund holder of Zevia PBC shares, with 1.67% of its total shares outstanding invested in 1M Zevia PBC shares.

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