Follow-The-Filings

Security · featured owners

ZTS Zoetis Inc.

Health Care CL A Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #220
  • Max 3.0%
  • Master 0.02%
  • $277M
  • 4 new 1 add 2 reduce 2 exits

ZTS (Zoetis Inc.) is held in 7 featured 13F books as of 2026 Q2. Tweedy, Browne Co. is the largest tracked holder by portfolio weight (3.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.0% (Tweedy, Browne Co.) · not free-float ownership

  1. Tweedy, Browne Co. new 3.0%
  2. Ruane, Cunniff & Goldfarb reduce 2.6%
  3. Rule One Partners new 0.63%
  4. Mairs & Power add 0.31%
  5. Polen Capital Management reduce 0.20%
  6. Thomas Gayner new 0.04%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ruane, Cunniff & Goldfarb 2026 Q2 2.6% Reduce −3.0% 2,353,300 $169M history
Tweedy, Browne Co. 2026 Q2 3.0% New 3.0% 556,056 $40M history
Mairs & Power 2026 Q2 0.31% Add +54.2% 467,515 $34M history
Polen Capital Management 2026 Q2 0.20% Reduce −92.4% 320,420 $23M history
Thomas Gayner - Markel Group 2026 Q2 0.04% New 0.04% 66,195 $5M history
Rule One Partners 2026 Q2 0.63% New 0.63% 60,001 $4M history
George Soros - Soros Fund Management 2026 Q2 0.02% New 0.02% 27,808 $2M history
Terry Smith - Fundsmith exited 2026 Q2 last 2026 Q1 3.6% Exit −3.57% 3,877,559 $458M history
David Rolfe - Wedgewood Partners exited 2026 Q2 last 2026 Q1 2.8% Exit −2.77% 113,541 $13M history

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,9.01
10-Q
8-K 2.02,9.01
8-K 5.02,5.07
8-K 7.01,9.01
8-K 2.02,9.01
10-Q
DEFA14A

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Aug 31, 2026
4 Period Aug 7, 2026
4 Period Jul 10, 2026 · 9 forms
4 Period Jun 18, 2026
4 Period Jun 10, 2026
4 Period May 21, 2026
4 Period May 20, 2026
4 Period May 13, 2026 · 2 forms
4 Period May 11, 2026
4 Period Apr 30, 2026
4 Period Apr 10, 2026 · 6 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.54B $9.26B $9.47B
Gross profit * $5.98B $6.54B $6.8B
Gross margin * 70.0% 70.6% 71.8%
Net income $2.34B $2.49B $2.67B
Net margin * 27.4% 26.9% 28.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.34B $5.99B $6.77B
Total non-current assets * $7.94B $8.25B $8.7B
Total assets $14.29B $14.24B $15.47B
Total current liabilities $1.89B $3.41B $2.24B
Total non-current liabilities * $7.41B $6.06B $9.9B
Total equity $5B $4.77B $3.33B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.35B $2.95B $2.9B
Cash from investing -$777M -$315M -$748M
Cash from financing -$3.11B -$2.66B -$1.87B
Net change in cash -$1.54B -$0.054B $0.325B

ownership over time

filing count by report period · click a bar for that quarter’s holders