Follow The Filings

ZTS Zoetis

Health Care, filed as ZOETIS INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 5 managers in 2026 Q2, sold by 3

  • 7 Owners
  • #218
  • Max 3.0%
  • Master 0.02%
  • $277M
  • 4 new 1 add 1 reduce 2 exits 1 small

In 2026 Q2, 4 managers opened positions, 1 added, 1 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns ZTS

Sorted by value, long equity only, as of 2026 Q2.

History
Ruane, Cunniff & Goldfarb 2.6%, was 4.8% Small trim −3.0% 2,353,300 $169M History
Tweedy, Browne Co. 3.0% New 3.0% 556,056 $40M History
Mairs & Power 0.31% Add +54.2% 467,515 $34M History
Polen Capital Management 0.20%, was 3.5% Reduce −92.4% 320,420 $23M History
Thomas Gayner, Markel Group 0.04% New 0.04% 66,195 $4.8M History
Rule One Partners 0.63% New 0.63% 60,001 $4.4M History
George Soros, Soros Fund Management 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

7 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ZTS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ZTS insider trades
  • $886K bought by 3 insiders
  • None no sales outside a trading plan
  • $2.5M sold by 1 insider under 10b5-1 plans
  1. Frank A Damelio Director
    Buy
    $501K 6,650 shares at $75.39 +45% to stake
    Traded May 13 Filed May 13
    ↗
  2. Paul Bisaro Director
    Buy
    $152K 2,000 shares at $75.88 +7.7% to stake
    Traded May 13 Filed May 13
    ↗
  3. Michael B McCallister Director
    Buy
    $233K 3,000 shares at $77.76 +14% to stake
    Traded May 11 Filed May 12
    ↗
  4. Kristin C Peck CEO
    Planned sale
    $2.5M 20,000 shares at $127.05 17% of stake
    Traded Feb 17 Filed Feb 17
    ↗

Also filed in the last 12 months, not counted as buying or selling: 42 option exercises, 30 share withholdings for taxes, 6 other transactions, and 3 gifts.

Congress

12 members of Congress traded ZTS in the last three years: 18 buys and 22 sales. 9 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Sep 18 filed Oct 12
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Jul 17 filed Sep 4
  3. Byron Donalds R-FL-19Spouse Buy $1K–$15K Jun 9 filed Jul 15
  4. Byron Donalds R-FL-19 Buy $1K–$15K Jun 9 filed Jul 15
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jun 16 filed Jul 2
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Apr 14 filed May 8

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
8-K 5.02,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,5.07 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.