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Zoetis Inc.

ZTS Healthcare
$116.96 +$1.34 (1.16%)
Market Cap: $49.37 B
Gurus Holding
16
Popularity Rank
#98
% of Shares Held
2.17%
Net Activity (Q4 2025)
-$8.21 M

Guru Ownership Trend

Guru Analysis for Zoetis Inc. (ZTS)

Zoetis Inc. (ZTS), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.07 B.

Top institutional holders include Terry Smith and Diamond Hill Capital.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.21 M net outflow during the quarter.

Recent activity highlights Mairs and Power who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 99.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$175 M
Total Buy Value
New Buys 2
Additions 9
-$183.21 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
11

FAQs for Zoetis Inc. (ZTS)

Major holders include Terry Smith ($490.8 M), Diamond Hill Capital ($397.42 M), Cliff Asness ($101 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 9.16 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.21 M, with 11 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited ZTS. The total reported sell value was $183.21 M.

Yes, 2 managers opened new positions in ZTS, and 9 increased their existing holdings. The total reported buy value was $175 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.87% Add 7.9% 3,900,803 $490.8 M Q4 2025
2.04% Add 17.3% 3,158,638 $397.42 M Q4 2025
0.05% Reduce -47.8% 802,731 $101 M Q4 2025
0.08% Add 65.3% 424,600 $53.42 M Q4 2025
0.27% Add 15094.6% 226,400 $28.49 M Q4 2025
0.08% Add 45.4% 182,559 $22.97 M Q4 2025
0.22% New Buy 148,448 $18.68 M Q4 2025
2.46% Reduce -17.9% 104,701 $13.17 M Q4 2025
0.04% Add 30.4% 97,507 $12.27 M Q4 2025
0.02% Reduce -82.1% 67,696 $8.52 M Q4 2025
0.01% Add 376.0% 19,139 $2.41 M Q4 2025
0.02% Reduce -11.0% 12,912 $1.62 M Q4 2025
0.00% Add 17.1% 9,145 $1.15 M Q4 2025
0.00% Add 25.2% 2,975 $374,359 Q4 2025
0.00% Reduce -99.3% 2,859 $361,406 Q4 2025
0.03% New Buy 1,600 $201,312 Q4 2025
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