Natural Alternatives International Inc (NAII) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

5,973,659Shares Outstanding

351,442Shares held by institutions

$899,692Value of institutional holdings

37.54%Institutional ownership %

9.67%Shares Changed QoQ

23No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 23 institutional investors hold a position in Natural Alternatives International Inc (NASDAQ:NAII).

The collective stake of institutional investors in Natural Alternatives International moved to 37.5% in December 2025, a shift up from the 34.6% reported for September 2025.
The company experienced a 9.67% quarterly change in institutional shares held, alongside a decrease of 8.00% in total owners annually.
Of these 23 institutional investors, 9 increased their holdings in Natural Alternatives International, while 7 of them reduced positions, and 7 investors maintained their exposure.
The aggregate institutional position in Natural Alternatives International now stands at 2.24Mn shares as of December 2025, after investors increased their holdings (up by 197.62K shares quarter on quarter which is up 137.42K shares year over year).
The top institutional stake in Natural Alternatives International as of December 31, 2025 belongs to CALDWELL SUTTER CAPITAL, INC., which owns 461.79K shares, or 7.73% of the company.
Among the most significant buyers of Natural Alternatives International during December 2025 were Topline Capital Management, LLC (109.50K), MORGAN STANLEY (91.75K), CALDWELL SUTTER CAPITAL, INC. (42.84K), CITADEL ADVISORS LLC (14.63K), RENAISSANCE TECHNOLOGIES LLC (10.90K).
Leading sellers of Natural Alternatives International stock in December 2025 included DIMENSIONAL FUND ADVISORS LP (38.97K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (37.00K), UBS Group AG (3.17K), VANGUARD GROUP INC (2.27K), NORTHERN TRUST CORP (1.58K).
The top 10 institutional holders of Natural Alternatives International for the quarter ending December 2025 included CALDWELL SUTTER CAPITAL, INC. (461.79K), DIMENSIONAL FUND ADVISORS LP (384.50K), RENAISSANCE TECHNOLOGIES LLC (302.76K), Mink Brook Asset Management LLC (293.71K), VANGUARD GROUP INC (240.79K), MORGAN STANLEY (237.25K), Topline Capital Management, LLC (109.50K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (74.45K), GEODE CAPITAL MANAGEMENT, LLC (42.52K), Empowered Funds, LLC (24.04K).

23 Institutional Holders

351,442 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
CALDWELL SUTTER CAPITAL, INC.	31 Dec, 2025	461,792	42,843	10.23%	$1,653,215.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	384,497	-38,972	-9.20%	$1,376,499.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	302,756	10,900	3.73%	$1,083,866.00
Mink Brook Asset Management LLC	31 Dec, 2025	293,709	0	0.00%	$1,051,478.00
VANGUARD GROUP INC	31 Dec, 2025	240,794	-2,268	-0.93%	$862,042.00
MORGAN STANLEY	31 Dec, 2025	237,250	91,750	63.06%	$849,355.00
Topline Capital Management, LLC	31 Dec, 2025	109,503	109,503	0.00%	$392,021.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	74,452	-37,000	-33.20%	$266,538.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	42,520	887	2.13%	$152,268.00
Empowered Funds, LLC	31 Dec, 2025	24,042	0	0.00%	$86,070.00
CITADEL ADVISORS LLC	31 Dec, 2025	14,627	14,627	0.00%	$52,365.00
Integrated Wealth Concepts LLC	31 Dec, 2025	12,000	0	0.00%	$42,960.00
STATE STREET CORP	31 Dec, 2025	11,663	0	0.00%	$41,754.00
DRW Securities, LLC	31 Dec, 2025	10,377	10,377	0.00%	$37,149.00
NORTHERN TRUST CORP	31 Dec, 2025	10,325	-1,579	-13.26%	$36,964.00
JAMES INVESTMENT RESEARCH, INC.	31 Dec, 2025	10,022	0	0.00%	$35,879.00
Tower Research Capital LLC (TRC)	31 Dec, 2025	1,081	-362	-25.09%	$3,870.00
UBS Group AG	31 Dec, 2025	760	-3,165	-80.64%	$2,721.00
ROYAL BANK OF CANADA	31 Dec, 2025	96	96	0.00%	$0.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	67	7	11.67%	$240.00

1 - 20 of 23

Research Tools