Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Marzetti Company (LANC)

355 + Investors. Track Smart Money conviction in LANC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — LANC

Based on 358 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LANC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
358 hedge funds hold LANC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding LANC is almost the same as a year ago (+12 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

201 buying160 selling
Last quarter: 201 funds bought or added vs 160 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new LANC position: 31 → 53 → 43 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 15% new
231 out of 358 hedge funds have held LANC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

51 → 31 → 53 → 43 → 68 new funds/Q
New funds entering each quarter: 31 → 53 → 43 → 68. A growing number of institutions are discovering LANC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 360 holders: 254 (71%) are 2+ year veterans, 43 entered 1–2 years ago, and 63 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
51 of 357 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in LANC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LANC

In 2026 Q1, 201 hedge funds were net buyers of LANC (68 opened a new position, 133 added to an existing one), while 160 reduced or exited (113 trimmed, 47 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in LANC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 358.

Hedge Fund Ownership: LANC

How many hedge funds hold LANC — quarterly history vs. share price
Quarterly hedge fund ownership of LANC vs. share price

Market Analysis: LANC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LANC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: LANC
355 + Investors

Track Smart Money conviction in LANC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 355 337 5.34%
13F Shares 18M 23M -24.1%
Total Value $2.37B $3.35B -29.14%
New Positions 67 43 +24
Increased Positions 131 121 +10
Closed Positions 49 38 +11
Reduced Positions 112 138 -26
Total Calls 0 1 -100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: LANC

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Institutional Holders (2026 Q1)

355 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LANC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LANC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bernzott Capital Advisors 2.16% 32,534 $4.5M
2 Tributary Capital Management, LLC 1.41% 105,096 $14.5M
3 Wolff Financial Management LLC 0.75% 24,473 $3.4M
4 Wesbanco Bank Inc 0.62% 162,610 $22.5M
5 Moody Aldrich Partners LLC 0.58% 23,342 $3.2M
6 Dean Capital Management 0.53% 9,265 $1.3M
7 William B. Walkup & Associates, Inc. 0.38% 3,625 $634K
8 Leeward Investments, LLC - MA 0.38% 55,140 $7.6M
9 nVerses Capital, LLC 0.32% 2,514 $348K
10 London Co of Virginia 0.31% 360,415 $49.9M
11 Three Seasons Wealth, LLC 0.30% 5,777 $799K
12 Cramer Rosenthal Mcglynn LLC 0.30% 29,973 $4.1M
13 Ade, LLC 0.30% 4,500 $622K
14 Boston Trust Walden Corp 0.26% 232,596 $32.2M
15 Dean Investment Associates, LLC 0.26% 13,219 $1.8M
16 Silvercrest Asset Management Group LLC 0.20% 201,408 $27.9M
17 Milestone Asset Management, LLC 0.19% 7,442 $1.0M
18 Emerald Investment Advisers, LLC 0.18% 14,107 $2.0M
19 ICW Investment Advisors LLC 0.16% 3,255 $450K
20 Gallacher Capital Management LLC 0.16% 2,982 $412K
21 Welch & Forbes LLC 0.13% 72,423 $10.0M
22 Inceptionr LLC 0.12% 3,649 $505K
23 Virtus Advisers, LLC 0.10% 1,538 $213K
24 Flatrock Wealth Partners LLC 0.10% 1,585 $219K
25 Dynamic Technology Lab Private Ltd 0.09% 4,210 $582K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Marzetti Company (LANC)

What does the Smart Money Trend signal show for LANC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LANC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LANC?

Slight buying edge — 56% buying: Last quarter: 201 funds bought or added vs 160 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LANC holders?

Elite ownership — 45% AUM from top-100 funds: 51 of 357 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in LANC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LANC?

65% of holders stayed for 2+ years: 231 out of 358 hedge funds have held LANC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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