ZOETIS INC (ZTS)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
51
Reporting holders
$206.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,391
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $130.2M | 1,864,087 | 2.18% | 7q | +300.5%+$97.7M |
| Douglas Lane & Associates, LLC | $26.3M | 376,050 | 0.35% | 32q | +1.2%+$299.0K |
| ROCKLAND TRUST CO | $17.0M | 244,065 | 0.65% | 32q | +19.8%+$2.8M |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $12.2M | 174,400 | 1.05% | 14q | HELD |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $3.8M | 54,000 | 0.71% | 4q | HELD |
| PARK NATIONAL CORP /OH/ | $2.3M | 33,209 | 0.06% | 32q | -40.8%-$1.6M |
| Deane Retirement Strategies, Inc. | $2.2M | 31,172 | 0.89% | 2q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $1.6M | 23,085 | 0.32% | 32q | -6.0%-$103.0K |
| PFW Advisors LLC | $1.2M | 17,046 | 0.35% | 10q | +240.0%+$840.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.1M | 15,927 | 0.09% | 32q | +108.5%+$578.8K |
| GAMMA Investing LLC | $844.6K | 12,095 | 0.03% | 12q | HELD |
| Ridgewood Investments LLC | $839.1K | 12,016 | 0.31% | 3q | +19.4%+$136.6K |
| CENTRAL BANK & TRUST CO | $755.4K | 10,818 | 0.11% | 31q | -10.2%-$86.1K |
| Farther Finance Advisors, LLC | $698.2K | 9,999 | 0.00% | 16q | +15.1%+$91.7K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $562.5K | 8,055 | 0.40% | new | NEW |
| CONGRESS ASSET MANAGEMENT CO | $527.3K | 7,551 | 0.00% | 32q | -68.0%-$1.1M |
| Quintet Private Bank (Europe) S.A. | $493.2K | 7,063 | 0.02% | 16q | +1.9%+$9.4K |
| YHB Investment Advisors, Inc. | $483.4K | 6,922 | 0.03% | 32q | -25.9%-$168.7K |
| MassMutual Private Wealth & Trust, FSB | $466.6K | 6,682 | 0.01% | 32q | -83.2%-$2.3M |
| Valeo Financial Advisors, LLC | $315.9K | 4,524 | 0.01% | 32q | -1.2%-$3.8K |
| Plan A Wealth LLC | $308.0K | 4,410 | 0.11% | 6q | +9.5%+$26.7K |
| Gouws Capital LLC | $307.3K | 4,400 | 0.15% | 20q | -17.0%-$62.8K |
| Venture Visionary Partners LLC | $291.8K | 4,178 | 0.01% | 24q | +15.3%+$38.6K |
| Wedmont Private Capital | $278.6K | 3,812 | 0.01% | new | NEW |
| Investors Research Corp | $250.3K | 3,584 | 0.04% | 18q | -2.7%-$7.0K |
| HALL LAURIE J TRUSTEE | $243.5K | 3,487 | 0.08% | 30q | -14.4%-$40.9K |
| AMERICAN NATIONAL BANK & TRUST | $187.5K | 2,685 | 0.02% | 19q | -11.1%-$23.5K |
| Versant Capital Management, Inc | $181.8K | 2,603 | 0.02% | 32q | +109.2%+$94.9K |
| EASTERN BANK | $73.3K | 1,049 | 0.00% | 32q | -90.0%-$660.5K |
| Grove Bank & Trust | $66.8K | 956 | 0.01% | 29q | -11.1%-$8.3K |
| Byrne Asset Management LLC | $53.3K | 772 | 0.03% | 7q | +15.2%+$7.0K |
| VALLEY WEALTH MANAGERS, INC. | $46.8K | 670 | 0.00% | 32q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $34.9K | 500 | 0.00% | 16q | HELD |
| Wealth Enhancement Trust Services, Inc. | $32.9K | 471 | 0.00% | 4q | -64.2%-$59.0K |
| CoreCap Advisors, LLC | $29.8K | 427 | 0.00% | 11q | -2.7% |
| ELEVATION WEALTH PARTNERS, LLC | $23.8K | 341 | 0.01% | 15q | +77.6%+$10.4K |
| Trust Co | $19.0K | 273 | 0.00% | 14q | HELD |
| GK Wealth Management LLC | $16.8K | 241 | 0.01% | new | NEW |
| ATWOOD & PALMER INC | $15.6K | 223 | 0.00% | 32q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $15.1K | 216 | 0.00% | new | NEW |
| GoalVest Advisory LLC | $8.8K | 126 | 0.00% | 22q | +293.8%+$6.6K |
| Mn Services Vermogensbeheer B.V. | $8.6K | 122,469 | 0.06% | 31q | HELD |
| Rosenberg Matthew Hamilton | $7.9K | 113 | 0.00% | 27q | -32.3%-$3.8K |
| Dakota Community Bank & Trust NA | $6.1K | 88 | 0.02% | 8q | -66.4%-$12.2K |
| Bullock Wealth Management Group | $4.5K | 65 | 0.00% | 11q | -21.7%-$1.2K |
| Marquette Asset Management, LLC | $4.2K | 60 | 0.00% | 2q | -20.0%-$1.0K |
| Planning Strategies Inc. | $4.1K | 59 | 0.00% | 2q | +59.5%+$1.5K |
| JACOBS & CO/CA | $3.0K | 43,285 | 0.26% | 32q | -44.3%-$2.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $2.9K | 42 | 0.00% | 4q | +23.5% |
| NEVILLE RODIE & SHAW INC | $708 | 10,142 | 0.05% | 32q | -52.6% |
| Bank & Trust Co | $698 | 10 | 0.00% | 10q | -91.9%-$7.9K |
| Retirement Wealth Solutions LLC | $629 | 9 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $559 | 8 | 0.00% | 7q | HELD |
| Davis Capital Management | $489 | 7 | 0.00% | 2q | -12.5% |
| CX Institutional | $118 | 1,697 | 0.00% | 32q | -72.9% |
| Polaris Financial Partners | $1 | 12 | 0.00% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-30 | 13G/A | BlackRock, Inc. | 9.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-13 | DAMELIO FRANK A | Director | Bought | 6,650 | $501.3K |
| 2026-05-11 | MCCALLISTER MICHAEL B | Director | Bought | 3,000 | $233.3K |
| 2026-05-13 | Bisaro Paul | Director | Bought | 2,000 | $151.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 51 | $206.3M | 2,954,651 | 5 | 16 | 21 | 0.0% |
| Q2 2026 | 1,442 | $31.6B | 426,054,198 | 162 | 510 | 582 | 2.9% |
| Q1 2026 | 1,615 | $49.9B | 415,969,524 | 134 | 596 | 614 | 0.9% |
| Q4 2025 | 1,685 | $76.8B | 438,065,692 | 121 | 424 | 836 | 0.8% |
| Q3 2025 | 1,807 | $61.3B | 414,868,285 | 105 | 587 | 797 | 1.1% |
| Q2 2025 | 1,880 | $67.1B | 427,061,844 | 130 | 696 | 690 | 0.7% |
| Q1 2025 | 1,894 | $69.6B | 419,446,873 | 150 | 710 | 688 | 0.8% |
| Q4 2024 | 1,879 | $68.9B | 419,802,278 | 125 | 625 | 668 | 0.7% |
| Q3 2024 | 1,796 | $82.6B | 421,150,621 | 142 | 658 | 588 | 0.6% |
| Q2 2024 | 1,743 | $74.7B | 427,900,129 | 135 | 684 | 615 | 0.7% |
| Q1 2024 | 1,740 | $77.6B | 455,205,020 | 146 | 735 | 510 | 0.7% |
| Q4 2023 | 1,757 | $88.0B | 444,002,797 | 128 | 605 | 574 | 0.5% |
| Q3 2023 | 1,639 | $74.3B | 422,500,530 | 96 | 605 | 546 | 0.9% |
| Q2 2023 | 1,633 | $73.0B | 420,113,232 | 133 | 602 | 512 | 0.7% |
| Q1 2023 | 1,565 | $73.1B | 434,636,851 | 149 | 567 | 495 | 0.9% |
| Q4 2022 | 1,525 | $62.9B | 426,541,003 | 97 | 482 | 596 | 0.7% |
| Q3 2022 | 1,508 | $64.0B | 428,913,816 | 77 | 526 | 525 | 0.6% |
| Q2 2022 | 1,562 | $74.3B | 428,409,485 | 95 | 529 | 592 | 0.9% |
| Q1 2022 | 1,639 | $82.0B | 430,962,328 | 118 | 562 | 595 | 0.8% |
| Q4 2021 | 1,674 | $105.3B | 428,475,306 | 142 | 563 | 476 | 0.9% |
| Q3 2021 | 1,482 | $83.8B | 429,301,790 | 96 | 522 | 490 | 0.5% |
| Q2 2021 | 1,455 | $80.8B | 430,758,429 | 116 | 530 | 468 | 0.6% |
| Q1 2021 | 1,415 | $68.8B | 434,179,789 | 101 | 576 | 435 | 0.6% |
| Q4 2020 | 1,415 | $74.1B | 440,258,259 | 86 | 559 | 404 | 0.9% |
| Q3 2020 | 1,314 | $73.0B | 437,438,629 | 108 | 478 | 448 | 0.9% |
| Q2 2020 | 1,257 | $60.5B | 438,115,216 | 121 | 465 | 432 | 0.7% |
| Q1 2020 | 1,204 | $52.5B | 442,345,345 | 106 | 447 | 456 | 0.7% |
| Q4 2019 | 1,192 | $59.4B | 444,894,651 | 87 | 412 | 373 | 0.8% |
| Q3 2019 | 1,116 | $54.7B | 435,625,821 | 103 | 383 | 406 | 0.8% |
| Q2 2019 | 1,080 | $50.0B | 436,534,268 | 115 | 355 | 375 | 1.0% |
| Q1 2019 | 1,049 | $45.4B | 445,636,434 | 96 | 376 | 341 | 1.1% |
| Q4 2018 | 1,032 | $38.3B | 444,107,908 | 10 | 20 | 15 | 0.8% |