Zevia PBC Ownership | Who Owns Zevia PBC?


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Zevia PBC Ownership Summary


Zevia PBC is owned by 44.19% institutional investors, 13.28% insiders, and 42.53% retail investors. Caisse de depot et placement du quebec is the largest institutional shareholder, holding 39.40% of ZVIA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.05% of its assets in Zevia PBC shares.

ZVIA Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockZevia PBC44.19%13.28%42.53%
SectorConsumer Defensive Stocks 48.86%13.01%38.12%
IndustryNon-Alcoholic Beverages Stocks44.47%20.65%34.88%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Caisse de depot et placement du quebec22.02M39.40%$14.87M
Vanguard group1.28M2.29%$863.09K
Silvercrest asset management group712.54K1.27%$481.11K
Geode capital management539.77K0.97%$364.54K
Blackrock386.68K0.69%$261.09K
Millennium management354.27K0.63%$239.20K
Northern trust235.51K0.42%$159.02K
Goldman sachs group177.84K0.32%$120.08K
Susquehanna group, llp163.12K0.29%$110.14K
State street143.36K0.26%$96.80K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Caisse de depot et placement du quebec22.02M0.04%$14.87M
Point72 asia (singapore) pte.39.03K0.01%$26.35K
Silvercrest asset management group712.54K0.00%$481.11K
Capstone financial advisors65.00K0.00%$43.89K
Bridgeway capital management90.00K0.00%$60.77K
Buckingham strategic wealth142.93K0.00%$96.51K
Virtu financial12.05K0.00%$8.00K
Westside investment management2.00K0.00%$1.35K
Tower research capital llc (trc)15.85K0.00%$10.70K
Renaissance69.30K0.00%$46.79K

Top Buyers

HolderShares% AssetsChange
Millennium management354.27K0.00%354.27K
Goldman sachs group177.84K-177.84K
Susquehanna group, llp163.12K-163.12K
Jane street group119.07K-119.07K
Point72 asia (singapore) pte.39.03K0.01%39.03K

Top Sellers

HolderShares% AssetsChange
Emerald advisers---1.21M
Blackrock386.68K--1.20M
Emerald mutual fund advisers trust---1.00M
Kennedy capital management---381.02K
State street143.36K--331.58K

New Positions

HolderShares% AssetsChangeValue
Millennium management354.27K0.00%354.27K$239.20K
Point72 asia (singapore) pte.39.03K0.01%39.03K$26.35K
Aqr capital management20.75K-20.75K$14.01K
Simplex trading6.78K-6.78K$4.00K
Macquarie group1.28K-1.28K$862.00

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-3.00
Nisa investment advisors-168.00
Royal bank of canada-598.00
Clear street markets-766.00
Amalgamated bank-841.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202439-30.36%26,285,811-5.09%441.80%9-67.86%1713.33%
Jun 30, 20245612.00%27,694,090-10.97%491.31%2847.37%15-11.76%
Mar 31, 202450-19.35%31,107,345-1.74%611.58%19-40.63%1721.43%
Dec 31, 2023626.90%31,659,506-0.45%621.55%3228.00%147.69%
Sep 30, 202358-17.14%31,802,746-3.63%631.42%25-26.47%13-18.75%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv627.44K1.05%-
Vanguard Institutional Extnd Mkt Idx Tr618.24K1.05%-
Kennedy Extended Small Cap381.02K0.65%-257.39K
Fidelity Extended Market Index309.39K0.52%-28.89K
Silvercrest U.S. Small Cap Growth231.62K0.39%-
Empower Small Cap Value/Kennedy SP146.21K0.25%-1.47K
Fidelity Total Market Index96.81K0.16%-238.00
Bridgeway Ultra-Small Company Market90.00K0.15%-
BlackRock Extended Equity Market K86.45K0.15%-37.00
Fidelity Series Total Market Index71.28K0.12%6.53K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 22, 2023DeBow Greig P. Jr. Chief Commercial OfficerBuy$50.24K
Oct 02, 2024White Pine LLC-Sell$5.27K
Oct 03, 2024White Pine LLC-Sell$100.28K
Sep 30, 2024White Pine LLC-Sell$38.79K
Oct 01, 2024White Pine LLC-Sell$6.90K

Insider Transactions Trends


DateBuySell
2024 Q4-3
2024 Q353
2024 Q21-
2024 Q1-11
2023 Q414

ZVIA Ownership FAQ


Who Owns Zevia PBC?

Zevia PBC shareholders are primarily institutional investors at 44.19%, followed by 13.28% insiders and 42.53% retail investors. The average institutional ownership in Zevia PBC's industry, Non-Alcoholic Beverages Stocks, is 44.47%, which Zevia PBC falls below.

Who owns the most shares of Zevia PBC?

Zevia PBC’s largest shareholders are Caisse de depot et placement du quebec (22.02M shares, 39.40%), Vanguard group (1.28M shares, 2.29%), and Silvercrest asset management group (712.54K shares, 1.27%). Together, they hold 42.96% 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?

Caisse de depot et placement du quebec is Zevia PBC’s biggest shareholder by percentage of total assets invested, with 0.04% of its assets in 22.02M Zevia PBC shares, valued at 14.87M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Zevia PBC shares, with 1.05% of its total shares outstanding invested in 627.44K Zevia PBC shares.

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