NAII Institutional Ownership & Shareholders
NATURAL ALTERNATIVES INTL (NAII) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Caldwell Sutter Capital, Inc. is currently the largest disclosed institutional shareholder of NAII tracked by InsiderSet, reporting ownership valued at approximately $1.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $642,703.8, representing an estimated loss of -46.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed NAII value among the investors covered in this analysis. Major shareholders include Caldwell Sutter Capital, Inc., Dimensional Fund Advisors Lp, Morgan Stanley, and several other long-term asset managers with concentrated positions in NATURAL ALTERNATIVES INTL (NAII).
This page ranks the largest institutional NAII shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
23
Total Reported Value
$5.44M
Largest Holder
Caldwell Sutter Capital, Inc.
Largest Position
$1.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 0.45% | 498,220 | $1,190,746 | $642,704 | -$548,042 | -46.03% | |
| Dimensional Fund Advisors Lp | 0.00% | 335,789 | $802,536 | $433,168 | -$369,368 | -46.03% | |
| Morgan Stanley | 0.00% | 307,630 | $735,236 | $396,843 | -$338,393 | -46.03% | |
| Mink Brook Asset Management Llc | 0.31% | 293,447 | $701,338 | $378,547 | -$322,791 | -46.03% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 277,457 | $663,122 | $357,920 | -$305,202 | -46.03% |
| Vanguard Capital Management Llc | 0.00% | 210,880 | $504,003 | $272,035 | -$231,968 | -46.03% | |
| Citadel Advisors Llc | 0.00% | 75,746 | $181,033 | $97,712 | -$83,321 | -46.03% | |
| Bridgeway Capital Management, Llc | 0.00% | 61,495 | $146,973 | $79,329 | -$67,644 | -46.03% | |
| Integrated Wealth Concepts Llc | 0.00% | 44,093 | $105,382 | $56,880 | -$48,502 | -46.02% | |
| Geode Capital Management, Llc | 0.00% | 43,711 | $104,504 | $56,387 | -$48,117 | -46.04% | |
| Vanguard Fiduciary Trust Co | 0.00% | 27,095 | $64,757 | $34,953 | -$29,804 | -46.03% | |
| Empowered Funds, Llc | 0.00% | 24,906 | $59,525 | $32,129 | -$27,396 | -46.02% | |
| Susquehanna International Group, Llp | 0.00% | 19,915 | $47,597 | $25,690 | -$21,907 | -46.03% | |
| Hrt Financial Lp | 0.00% | 17,596 | $42,000 | $22,699 | -$19,301 | -45.96% | |
| State Street Corp | 0.00% | 11,663 | $27,875 | $15,045 | -$12,830 | -46.03% | |
| James Investment Research, Inc. | 0.00% | 10,022 | $23,953 | $12,928 | -$11,025 | -46.03% | |
| Newedge Advisors, Llc | 0.00% | 10,022 | $23,953 | $12,928 | -$11,025 | -46.03% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,819 | $6,737 | $3,637 | -$3,100 | -46.02% | |
| Tower Research Capital Llc (Trc) | 0.00% | 2,028 | $4,847 | $2,616 | -$2,231 | -46.03% | |
| Royal Bank Of Canada | 0.00% | 1,253 | $3,000 | $1,616 | -$1,384 | -46.12% | |
| Citigroup Inc | 0.00% | 649 | $1,551 | $837 | -$714 | -46.02% | |
| Sbi Securities Co., Ltd. | 0.00% | 5 | $12 | $6 | -$6 | -46.25% | |
| Huntington National Bank | 0.00% | 1 | $2 | $1 | -$1 | -35.50% |
Frequently asked questions about NAII
Who are the largest institutional holders of NAII?
The largest institutional holders of NAII reported in the latest SEC Form 13F filings include Caldwell Sutter Capital, Inc., Dimensional Fund Advisors Lp, Morgan Stanley, Mink Brook Asset Management Llc, and Renaissance Technologies LLC. InsiderSet ranks institutional holders by their latest reported NAII position.
What is NAII institutional ownership?
This page tracks NAII positions reported by institutional investment managers through SEC Form 13F. NATURAL ALTERNATIVES INTL (NAII) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NAII?
InsiderSet currently tracks 23 institutional managers reporting NAII holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NAII shareholders.
How much NAII stock do institutions own?
Institutional investment managers disclosed approximately $5.44M in NAII holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NAII institutional ownership last updated?
The latest NAII institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NAII holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NAII position after the reporting date.
Are institutions buying or selling NAII?
Institutional buying and selling can be analyzed by comparing NAII positions across consecutive 13F reporting periods. InsiderSet's NAII Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NAII ownership changes.
How has NAII institutional ownership changed over time?
InsiderSet tracks NAII institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.