Guru Ownership Over Time
Guru Analysis for Zoetis Inc. (ZTS)
Zoetis Inc. (ZTS), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.12 B.
Top institutional holders include Terry Smith and Diamond Hill Capital.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $578.39 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 171.6%. Conversely, Jefferies Group reduced exposure by 91.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 2.67% | Add 25.3% | 3,615,131 | $528.97 M | Q3 2025 | |
| 1.87% | New Buy | 2,692,799 | $394.01 M | Q3 2025 | |
| 0.14% | Add 25.6% | 1,538,667 | $221.94 M | Q3 2025 | |
| 0.72% | Reduce -4.2% | 385,723 | $56.44 M | Q3 2025 | |
| 0.09% | Add 10.5% | 378,846 | $55.43 M | Q3 2025 | |
| 0.05% | Add 171.6% | 256,900 | $37.59 M | Q3 2025 | |
| 3.41% | Add 3.4% | 127,522 | $18.66 M | Q3 2025 | |
| 0.07% | Add 96.2% | 125,592 | $18.38 M | Q3 2025 | |
| 0.05% | Add 33.0% | 74,801 | $10.94 M | Q3 2025 | |
| 0.02% | Reduce -7.5% | 14,511 | $2.12 M | Q3 2025 | |
| 0.00% | Add 14.9% | 7,810 | $1.14 M | Q3 2025 | |
| 0.00% | Reduce -91.8% | 4,021 | $588,353 | Q3 2025 | |
| 0.00% | Reduce -8.6% | 2,376 | $347,785 | Q3 2025 | |
| 0.00% | 1,490 | $218,017 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Zoetis Inc. (ZTS)
Top Guru holders include Terry Smith ($528.97 M), Diamond Hill Capital ($394.01 M), Cliff Asness ($221.94 M). Collectively, tracked Gurus hold 9.23 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $578.39 M, with 9 Gurus buying and 4 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of ZTS completely. Total sell value was $9.28 M.
Yes, 1 Gurus opened new positions in ZTS, and 8 added to their existing holdings. Total buy value was $587.67 M.