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Vanguard Portfolio Management (MZTI) discloses 5.11% beneficial stake in Marzetti

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Portfolio Management LLC reported beneficial ownership of common stock of Marzetti Company/The. The firm and certain affiliates beneficially own 1,402,556 shares, representing 5.11% of the outstanding common stock as of the reported date.

Vanguard has sole voting power over 17,879 shares and sole dispositive power over 1,402,556 shares, with no shared voting or dispositive power. The holdings include securities held by Vanguard funds and managed accounts over which Vanguard entities exercise voting and/or dispositive authority; no other individual person has an interest in more than 5% of this class through these holdings.

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Beneficial ownership 1,402,556 shares Common stock of Marzetti Company/The reported by Vanguard Portfolio Management
Percent of class 5.11% Portion of Marzetti Company/The common stock beneficially owned
Sole voting power 17,879 shares Shares over which Vanguard Portfolio Management has sole power to vote
Sole dispositive power 1,402,556 shares Shares over which Vanguard Portfolio Management has sole power to dispose
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power financial
"over which Vanguard Portfolio Management LLC exercises dispositive power"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Sole Voting Power financial
"5 | Sole Voting Power 17,879.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Percent of class financial
"(b) | Percent of class: 5.11 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13G regulatory
"In accordance with SEC Release No. 34-39538 ... reported herein"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of Marzetti Company/The (MZTI) shares does Vanguard Portfolio Management report owning?

Vanguard Portfolio Management reports beneficial ownership of 5.11% of Marzetti Company/The common stock. This corresponds to 1,402,556 shares held across Vanguard funds and managed accounts over which Vanguard entities have voting and/or dispositive authority.

How many Marzetti Company/The (MZTI) shares does Vanguard Portfolio Management beneficially own?

Vanguard Portfolio Management reports beneficial ownership of 1,402,556 Marzetti Company/The common shares. These shares are held by Vanguard funds and other managed accounts where Vanguard entities exercise dispositive power, and in some cases voting power, over the securities.

What voting power does Vanguard have over its Marzetti Company/The (MZTI) holdings?

Vanguard has sole voting power over 17,879 shares of Marzetti Company/The and no shared voting power. It retains sole dispositive power over 1,402,556 shares, with no shared dispositive authority disclosed in this Schedule 13G filing.

Which Vanguard entities are included in the Marzetti Company/The (MZTI) Schedule 13G filing?

The filing covers securities beneficially owned or deemed owned by Vanguard Portfolio Management LLC and affiliates or divisions, including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, reflecting their dispositive and, in some cases, voting authority.

Does any other person have more than a 5% interest through Vanguard’s Marzetti Company/The (MZTI) holdings?

The filing states that no other person's interest in the Marzetti Company/The securities reported is more than 5%. Vanguard funds and other managed accounts may receive dividends or sale proceeds, but no single other person exceeds this threshold.





513847103

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:My Trieu-Gatt
Name/Title:Authorized Signatory, Head of Global Fund Administration
Date:07/31/2026