Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ZOETIS INC · CL A · quarter ended 2026-03-31 · 28 members disclosed ZTS ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,141 holders are listed, largest first: 1,141
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $42.5B
holders whose share count rose or who opened the position (new + add), by shares: 554
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 174

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ZTS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.2B	35,584,312	−1,766,511	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.1B	26,072,846	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.8B	23,967,400	—	NO PRIOR
4	STATE STREET CORP	$2.3B	19,324,401	−472,490	TRIM
5	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$1.9B	15,892,903	0	NO CHANGE
6	MORGAN STANLEY	$1.7B	14,145,735	−1,319,771	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$1.3B	11,349,248	+21,569	ADD
8	WELLINGTON MANAGEMENT GROUP LLP	$1.2B	10,150,096	−1,244,890	TRIM
9	NORDEA INVESTMENT MANAGEMENT AB	$680M	5,865,111	+932,324	ADD
10	NORTHERN TRUST CORP	$656M	5,546,057	−202,560	TRIM
11	DEUTSCHE BANK AG\	$654M	5,532,028	−26,155	TRIM
12	WELLS FARGO & COMPANY/MN	$649M	5,491,173	+701,568	ADD
13	FIL Ltd	$649M	5,487,134	+3,352,730	ADD
14	BANK OF AMERICA CORP /DE/	$571M	4,831,652	+327,313	ADD
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$520M	4,398,351	+572,031	ADD
16	Mitsubishi UFJ Asset Management Co., Ltd.	$502M	4,244,351	+3,899	ADD
17	POLEN CAPITAL MANAGEMENT LLC	$499M	4,223,076	−1,339,593	TRIM
18	BROWN ADVISORY INC	$495M	4,188,438	+140,813	ADD
19	Bank of New York Mellon Corp	$461M	3,899,720	−405,721	TRIM
20	Fundsmith LLP	$458M	3,877,559	−23,244	TRIM
21	ALLIANCEBERNSTEIN L.P.	$457M	3,633,318	−67,103	TRIM
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$440M	3,717,247	+64,734	ADD
23	Janus Henderson Group Ltd.	$438M	3,701,747	−182,365	TRIM
24	Legal & General Group Plc	$432M	3,650,753	+96,255	ADD
25	Invesco Ltd.	$419M	3,540,968	+178,990	ADD
26	Amundi	$374M	3,166,361	−834,956	TRIM
27	RAYMOND JAMES FINANCIAL INC	$374M	3,166,615	+2,246,122	ADD
28	Swedbank AB	$355M	3,004,200	+269,610	ADD
29	Nuveen, LLC	$351M	2,965,717	−318,279	TRIM
30	Unisphere Establishment	$331M	2,800,000	−2,000,000	TRIM
31	UBS Group AG	$331M	2,799,543	−27,775	TRIM
32	DIMENSIONAL FUND ADVISORS LP	$328M	2,771,447	−63,039	TRIM
33	Ruane, Cunniff & Goldfarb L.P.	$287M	2,425,010	+2,425,010	NEW
34	VANGUARD FIDUCIARY TRUST CO	$283M	2,395,410	—	NO PRIOR
35	Southpoint Capital Advisors LP	$260M	2,200,000	+1,700,000	ADD
36	HSBC HOLDINGS PLC	$244M	2,063,170	−585,050	TRIM
37	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$234M	1,975,559	−1,062,878	TRIM
38	ROYAL BANK OF CANADA	$233M	1,974,284	+339,586	ADD
39	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$231M	1,955,688	−20,928	TRIM
40	Pictet Asset Management Holding SA	$227M	1,924,600	−481,023	TRIM
41	BANQUE PICTET & CIE SA	$215M	1,820,022	−558,750	TRIM
42	WORLDQUANT MILLENNIUM ADVISORS LLC	$215M	1,818,443	+1,680,057	ADD
43	CIBC Bancorp USA Inc.	$199M	1,686,470	—	NO PRIOR
44	MILLENNIUM MANAGEMENT LLC	$195M	1,649,955	+1,301,672	ADD
45	MONTRUSCO BOLTON INVESTMENTS INC.	$191M	1,666,335	−501,743	TRIM
46	TD ASSET MANAGEMENT INC	$185M	1,569,121	+5,131	ADD
47	Employees Provident Fund Board	$182M	1,537,130	0	NO CHANGE
48	Capital Research Global Investors	$167M	1,408,597	−20,552	TRIM
49	Swiss National Bank	$153M	1,293,332	+79,900	ADD
50	Veritas Asset Management LLP	$148M	1,252,898	−509,134	TRIM
51	Aberdeen Group plc	$144M	1,214,123	+25,752	ADD
52	CITIGROUP INC	$134M	1,130,742	+96,269	ADD
53	FUNDSMITH INVESTMENT SERVICES LTD.	$132M	1,120,147	−86,267	TRIM
54	COMGEST GLOBAL INVESTORS S.A.S.	$129M	1,087,649	−305,039	TRIM
55	Epoch Investment Partners, Inc.	$128M	1,080,634	−52,935	TRIM
56	BNP Paribas Asset Management Holding S.A.	$122M	1,034,115	+235,024	ADD
57	JUPITER ASSET MANAGEMENT LTD	$120M	1,037,050	+1,037,050	NEW
58	AVIVA PLC	$115M	968,672	+34,667	ADD
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$111M	936,362	−97,206	TRIM
60	Vanguard Global Advisers, LLC	$109M	926,239	—	NO PRIOR
61	ENVESTNET ASSET MANAGEMENT INC	$109M	924,327	−326,324	TRIM
62	LAZARD ASSET MANAGEMENT LLC	$108M	912,970	−159,705	TRIM
63	Universal- Beteiligungs- und Servicegesellschaft mbH	$103M	867,764	+74,255	ADD
64	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$101M	853,063	−291,547	TRIM
65	SCHARF INVESTMENTS, LLC	$99.0M	837,314	+18,439	ADD
66	AMERICAN CENTURY COMPANIES INC	$98.6M	834,384	−463,646	TRIM
67	Assenagon Asset Management S.A.	$96.4M	815,412	−816,207	TRIM
68	BLAIR WILLIAM & CO/IL	$94.0M	795,297	−174,666	TRIM
69	Man Group plc	$92.6M	783,624	−3,162	TRIM
70	VANGUARD ASSET MANAGEMENT, Ltd	$90.6M	766,671	—	NO PRIOR
71	Vontobel Holding Ltd.	$90.6M	766,101	−309,309	TRIM
72	National Pension Service	$90.6M	766,090	+766,090	NEW
73	Mawer Investment Management Ltd.	$89.0M	753,283	+398,838	ADD
74	KING LUTHER CAPITAL MANAGEMENT CORP	$88.4M	748,217	−102,714	TRIM
75	Walleye Trading LLC	$79.5M	672,924	+142,503	ADD
76	SEI INVESTMENTS CO	$78.9M	667,165	−5,823	TRIM
77	TORONTO DOMINION BANK	$77.9M	659,304	+389,957	ADD
78	CANADA PENSION PLAN INVESTMENT BOARD	$76.8M	649,339	−25,480	TRIM
79	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$75.0M	634,564	−338,793	TRIM
80	BANK OF MONTREAL /CAN/	$72.7M	615,099	+48,727	ADD
81	Bank Julius Baer & Co. Ltd, Zurich	$71.5M	606,795	−52,403	TRIM
82	NOMURA HOLDINGS INC	$71.4M	604,264	+600,309	ADD
83	AQR CAPITAL MANAGEMENT LLC	$70.9M	607,950	−194,781	TRIM
84	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$69.8M	590,089	+590,089	NEW
85	NOMURA ASSET MANAGEMENT CO LTD	$69.2M	585,516	+3,388	ADD
86	FIRST TRUST ADVISORS LP	$67.4M	570,393	−1,009,361	TRIM
87	FRANKLIN RESOURCES INC	$67.3M	569,669	+415,173	ADD
88	FMR LLC	$66.5M	562,625	+123,575	ADD
89	Allianz Asset Management GmbH	$66.5M	562,458	−71,392	TRIM
90	Quilter Plc	$66.4M	561,457	+74,216	ADD
91	PRINCIPAL FINANCIAL GROUP INC	$65.3M	552,331	−1,505,449	TRIM
92	Harvest Portfolios Group Inc.	$64.3M	544,261	+127,991	ADD
93	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$63.3M	535,446	+16,503	ADD
94	Corient Private Wealth LLC	$63.1M	535,672	−981,447	TRIM
95	MIZUHO MARKETS AMERICAS LLC	$61.7M	522,350	+386,100	ADD
96	CITADEL ADVISORS LLC	$59.2M	501,011	+199,806	ADD
97	NEW YORK STATE COMMON RETIREMENT FUND	$59.1M	500,208	−5,600	TRIM
98	Fisher Funds Management LTD	$58.0M	491,051	−78,215	TRIM
99	EDMOND DE ROTHSCHILD HOLDING S.A.	$56.9M	481,715	+16,973	ADD
100	Candriam S.C.A.	$54.2M	458,854	−67,878	TRIM
101	FEDERATED HERMES, INC.	$53.5M	452,980	+108,642	ADD
102	Resona Asset Management Co.,Ltd.	$52.9M	448,704	+20,771	ADD
103	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$52.8M	435,397	−3,667	TRIM
104	PFA Pension, Forsikringsaktieselskab	$52.6M	445,350	+445,350	NEW
105	HighTower Advisors, LLC	$49.6M	419,904	+96,884	ADD
106	JOHNSON INVESTMENT COUNSEL INC	$47.4M	401,360	−27,471	TRIM
107	Tidal Investments LLC	$47.4M	402,015	+114,525	ADD
108	Norinchukin Bank, The	$47.4M	400,698	−2,855	TRIM
109	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$46.7M	395,442	−8,621	TRIM
110	Lansforsakringar Fondforvaltning AB (publ)	$46.5M	393,516	+64,921	ADD
111	GUGGENHEIM CAPITAL LLC	$42.8M	361,944	+23,666	ADD
112	STIFEL FINANCIAL CORP	$42.4M	358,659	−178,936	TRIM
113	Bank Pictet & Cie (Europe) AG	$42.4M	358,560	−9,850	TRIM
114	CI INVESTMENTS INC.	$40.4M	341,911	−11,687	TRIM
115	Quantinno Capital Management LP	$39.1M	330,839	+188,287	ADD
116	SCHWARTZ INVESTMENT COUNSEL INC	$38.2M	323,500	+56,500	ADD
117	Carnegie Investment Counsel	$38.2M	333,786	+29,297	ADD
118	Seilern Investment Management Ltd	$37.7M	318,773	−14,692	TRIM
119	EP Wealth Advisors, LLC	$37.2M	314,530	+33,456	ADD
120	NATIONAL BANK OF CANADA /FI/	$37.1M	313,795	+10,543	ADD
121	INTECH INVESTMENT MANAGEMENT LLC	$36.9M	311,871	−152,270	TRIM
122	JACOBS LEVY EQUITY MANAGEMENT, INC	$36.0M	304,877	+8,476	ADD
123	MAIRS & POWER INC	$35.8M	303,116	+76,716	ADD
124	CREDIT AGRICOLE S A	$35.8M	302,756	−73,905	TRIM
125	Dundas Partners LLP	$35.4M	299,266	−6,121	TRIM
126	DANSKE BANK A/S	$35.2M	297,904	+3,568	ADD
127	LPL Financial LLC	$35.1M	296,876	−36,909	TRIM
128	UniSuper Management Pty Ltd	$35.0M	296,244	+160,334	ADD
129	NATIXIS	$33.3M	281,576	+114,571	ADD
130	London & Capital Asset Management Ltd	$32.7M	276,759	−43,694	TRIM
131	RENAISSANCE GROUP LLC	$32.1M	271,958	+271,958	NEW
132	CIBC Asset Management Inc	$31.9M	270,642	−3,657	TRIM
133	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$31.2M	264,311	+122,900	ADD
134	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$31.1M	263,349	0	NO CHANGE
135	Rockefeller Capital Management L.P.	$29.9M	253,206	+42,346	ADD
136	RENAISSANCE TECHNOLOGIES LLC	$29.8M	252,000	−172,600	TRIM
137	Northwest & Ethical Investments L.P.	$29.7M	251,525	+21,072	ADD
138	Aware Super Pty Ltd as trustee of Aware Super	$29.7M	250,920	—	NO PRIOR
139	Moran Wealth Management, LLC	$29.2M	247,304	+44,563	ADD
140	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$29.1M	245,963	−41,479	TRIM
141	STATE OF WISCONSIN INVESTMENT BOARD	$27.9M	236,309	+6,804	ADD
142	Evelyn Partners Investment Management LLP	$27.4M	231,709	−71,605	TRIM
143	BENJAMIN EDWARDS INC	$27.3M	231,166	+7,144	ADD
144	ROYAL LONDON ASSET MANAGEMENT LTD	$26.9M	227,354	−620	TRIM
145	Vanguard Investments Australia, Ltd.	$26.0M	219,718	—	NO PRIOR
146	Gotham Asset Management, LLC	$25.1M	212,586	+115,079	ADD
147	Chevy Chase Trust Holdings, LLC	$25.0M	211,439	−17,585	TRIM
148	Asset Management One Co., Ltd.	$24.8M	209,905	+17,073	ADD
149	PRUDENTIAL FINANCIAL INC	$23.9M	202,071	−183,192	TRIM
150	Minneapolis Portfolio Management Group, LLC	$23.4M	197,993	+4,101	ADD
151	APG Asset Management N.V.	$23.0M	224,282	−30,036	TRIM
152	J. Stern & Co. LLP	$22.7M	192,194	−23,877,298	TRIM
153	M&T BANK CORP	$22.5M	190,061	−15,754	TRIM
154	Connor, Clark & Lunn Investment Management Ltd.	$22.1M	187,329	−154,024	TRIM
155	OPPENHEIMER ASSET MANAGEMENT INC.	$21.4M	181,353	−2,167	TRIM
156	SUMMITRY LLC	$21.3M	179,807	+179,807	NEW
157	JIA INVESTMENT ALLIANCE PTE. LTD.	$20.6M	174,400	0	NO CHANGE
158	Swiss Life Asset Management Ltd	$20.6M	174,361	−3,532	TRIM
159	Mill Capital Management, LLC	$20.5M	173,822	+11,122	ADD
160	M&G Plc	$20.5M	173,608	−101,519	TRIM
161	NS Partners Ltd	$20.3M	171,955	−3,059	TRIM
162	KLP KAPITALFORVALTNING AS	$19.4M	164,074	+5,800	ADD
163	BAILLIE GIFFORD & CO	$19.2M	162,231	+11,386	ADD
164	Distillate Capital Partners LLC	$19.0M	161,152	+161,152	NEW
165	ROCKLAND TRUST CO	$18.9M	160,155	+11,598	ADD
166	TEACHER RETIREMENT SYSTEM OF TEXAS	$18.9M	159,842	−21,646	TRIM
167	OFI INVEST ASSET MANAGEMENT	$18.9M	183,185	−85,088	TRIM
168	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$18.4M	155,844	+61,515	ADD
169	Baird Financial Group, Inc.	$18.2M	154,225	+154,225	NEW
170	Banque Transatlantique SA	$18.1M	153,006	−23,787	TRIM
171	State of New Jersey Common Pension Fund D	$17.8M	150,610	−3,408	TRIM
172	CIDEL ASSET MANAGEMENT INC	$17.7M	149,895	+48,033	ADD
173	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$17.5M	148,151	+79,463	ADD
174	Advisors Capital Management, LLC	$17.4M	146,945	+53,976	ADD
175	Korea Investment CORP	$17.0M	144,078	−48,378	TRIM
176	TWO SIGMA INVESTMENTS, LP	$16.8M	142,300	+31,582	ADD
177	FIFTH THIRD BANCORP	$16.7M	141,537	+68,180	ADD
178	ASSETMARK, INC	$16.6M	140,768	+120,906	ADD
179	B. Metzler seel. Sohn & Co. AG	$16.3M	137,813	+6,824	ADD
180	Focus Partners Wealth	$16.3M	137,784	+5,791	ADD
181	Fiera Capital Corp	$16.1M	136,520	−239,172	TRIM
182	WINDWARD CAPITAL MANAGEMENT CO /CA	$16.0M	135,126	−516	TRIM
183	Zurcher Kantonalbank (Zurich Cantonalbank)	$15.8M	133,497	+6,046	ADD
184	Tredje AP-fonden	$15.6M	131,702	+131,702	NEW
185	Sone Capital Management, LLC	$15.5M	130,871	+34,637	ADD
186	Cerity Partners LLC	$15.1M	127,682	−170,496	TRIM
187	OPPENHEIMER & CO INC	$15.1M	127,585	+22,639	ADD
188	OSAIC HOLDINGS, INC.	$15.1M	127,551	+27,068	ADD
189	XPONANCE LLC	$14.4M	122,176	+8,501	ADD
190	Arizona State Retirement System	$14.3M	120,743	−4,547	TRIM
191	Calamos Advisors LLC	$14.1M	118,858	+2,170	ADD
192	Mariner, LLC	$13.9M	117,842	−9,512	TRIM
193	Eurizon Capital SGR S.p.A.	$13.7M	115,999	+115,999	NEW
194	STATE OF MICHIGAN RETIREMENT SYSTEM	$13.7M	115,764	−5,100	TRIM
195	Czech National Bank	$13.6M	114,965	−1,240	TRIM
196	WEDGEWOOD PARTNERS INC	$13.4M	113,541	+8,840	ADD
197	HUTCHINSON CAPITAL MANAGEMENT/CA	$13.2M	111,834	+36,904	ADD
198	Heron Bay Capital Management	$13.2M	111,814	+70,985	ADD
199	Taikang Asset Management (Hong Kong) Co Ltd	$12.9M	109,056	+109,056	NEW
200	TRUIST FINANCIAL CORP	$12.9M	108,852	+28,708	ADD
201	STEPHENS INC /AR/	$12.8M	108,583	−20,505	TRIM
202	Ensign Peak Advisors, Inc	$12.8M	108,357	+7,757	ADD
203	KEYBANK NATIONAL ASSOCIATION/OH	$12.6M	106,387	−55,289	TRIM
204	Federation des caisses Desjardins du Quebec	$12.5M	105,890	−69,518	TRIM
205	COMMONWEALTH EQUITY SERVICES, LLC	$12.0M	101,839	+14,646	ADD
206	Destination Wealth Management	$11.9M	100,293	−3,581	TRIM
207	Daiwa Securities Group Inc.	$11.8M	99,602	+1,446	ADD
208	ProShare Advisors LLC	$11.7M	99,300	−23,377	TRIM
209	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$11.6M	98,332	−4,176	TRIM
210	DnB Asset Management AS	$11.5M	97,319	+6,085	ADD
211	OP Asset Management Ltd	$11.4M	96,307	—	NO PRIOR
212	Mirae Asset Global Investments Co., Ltd.	$11.2M	94,998	+6,458	ADD
213	Steward Partners Investment Advisory, LLC	$11.1M	93,714	+62,703	ADD
214	Lombard Odier Asset Management (Europe) Ltd	$11.0M	93,097	+23,239	ADD
215	BANK OF NOVA SCOTIA	$11.0M	92,847	−21,724	TRIM
216	STOREBRAND ASSET MANAGEMENT AS	$10.8M	91,260	—	NO PRIOR
217	Retirement Systems of Alabama	$10.6M	89,642	−4,108	TRIM
218	IFM Investors Pty Ltd	$10.6M	89,557	+2,643	ADD
219	Obermeyer Wealth Partners	$10.6M	89,399	+42,536	ADD
220	SEB Asset Management AB	$10.5M	88,974	—	NO PRIOR
221	TOKIO MARINE ASSET MANAGEMENT CO LTD	$10.5M	88,948	−42,670	TRIM
222	Cresset Asset Management, LLC	$10.5M	88,702	+44,114	ADD
223	USS Investment Management Ltd	$10.4M	87,660	−16,911	TRIM
224	Galvin, Gaustad & Stein, LLC	$10.3M	86,985	+7,580	ADD
225	Maple Capital Management, Inc.	$10.3M	86,885	−1,664	TRIM
226	ING GROEP NV	$10.0M	84,842	−369,211	TRIM
227	MCRAE CAPITAL MANAGEMENT INC	$10.0M	84,747	+84,747	NEW
228	Quadrature Capital Ltd	$10.0M	84,526	+44,469	ADD
229	VOYA INVESTMENT MANAGEMENT LLC	$9.9M	83,493	−3,086	TRIM
230	Cetera Investment Advisers	$9.5M	80,566	−9,238	TRIM
231	Pinnacle Financial Partners, Inc.	$9.5M	80,546	+2,475	ADD
232	&PARTNERS	$9.4M	79,179	−12,339	TRIM
233	MAI Capital Management	$9.3M	78,883	+4,818	ADD
234	BLB&B Advisors, LLC	$9.3M	78,335	+22,545	ADD
235	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$9.2M	77,883	+7,342	ADD
236	Creative Planning	$9.2M	77,690	+3,131	ADD
237	Edgestream Partners, L.P.	$9.2M	77,506	+49,448	ADD
238	PITTENGER & ANDERSON INC	$9.1M	77,265	+16,975	ADD
239	ASSOCIATED BANC-CORP	$9.0M	75,959	+6,842	ADD
240	D. E. Shaw & Co., Inc.	$8.9M	75,149	−1,139,598	TRIM
241	QRG CAPITAL MANAGEMENT, INC.	$8.8M	74,760	+9,632	ADD
242	OCCUDO QUANTITATIVE STRATEGIES LP	$8.8M	76,747	+61,657	ADD
243	SAWGRASS ASSET MANAGEMENT LLC	$8.7M	73,985	+16,424	ADD
244	CIBC WORLD MARKET INC.	$8.5M	72,090	−49,095	TRIM
245	Utah Retirement Systems	$8.5M	71,680	−2,064	TRIM
246	Trexquant Investment LP	$8.4M	71,386	+71,386	NEW
247	PEAK6 LLC	$8.4M	71,011	−71,565	TRIM
248	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$8.3M	70,628	+4,724	ADD
249	MATTERN CAPITAL MANAGEMENT, LLC	$8.2M	69,257	+2,654	ADD
250	DIVERSIFY WEALTH MANAGEMENT, LLC	$8.2M	71,616	+38,493	ADD
251	HUNTINGTON NATIONAL BANK	$8.1M	68,497	+68,497	NEW
252	LGT Group Foundation	$8.0M	68,088	−6,512	TRIM
253	ODDO BHF ASSET MANAGEMENT SAS	$8.0M	67,557	+20,088	ADD
254	Hyperion Capital Advisors LP	$7.9M	66,787	+66,787	NEW
255	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.8M	66,087	+8,817	ADD
256	1832 Asset Management L.P.	$7.8M	65,834	−5,936	TRIM
257	Allworth Financial LP	$7.8M	65,808	+3,379	ADD
258	Dana Investment Advisors, Inc.	$7.7M	64,733	+1,238	ADD
259	Covea Finance	$7.6M	64,164	0	NO CHANGE
260	US BANCORP \DE\	$7.6M	63,950	−10,372	TRIM
261	Crossmark Global Holdings, Inc.	$7.5M	63,064	—	NO PRIOR
262	Stratos Wealth Partners, LTD.	$7.4M	63,010	+1,503	ADD
263	NEOS Investment Management LLC	$7.4M	62,647	+2,044	ADD
264	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.4M	62,454	−48,845	TRIM
265	Atria Investments, Inc	$7.4M	62,275	−2,243	TRIM
266	Rakuten Investment Management, Inc.	$7.3M	58,321	0	NO CHANGE
267	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$7.3M	62,000	+46,282	ADD
268	Fulcrum Capital LLC	$7.3M	61,932	−1,181	TRIM
269	Envestnet Portfolio Solutions, Inc.	$7.3M	61,767	+2,510	ADD
270	FIRST CITIZENS BANK & TRUST CO	$7.3M	61,747	+3,252	ADD
271	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.2M	60,738	−17,770	TRIM
272	Dash Acquisitions Inc.	$7.0M	57,253	+1,244	ADD
273	Heathbridge Capital Management Ltd.	$7.0M	59,175	−250	TRIM
274	NISSAY ASSET MANAGEMENT CORP /JAPAN	$6.9M	58,210	−1,554	TRIM
275	ICICI Prudential Asset Management Co Ltd	$6.9M	58,050	+29,050	ADD
276	Sumitomo Mitsui DS Asset Management Company, Ltd	$6.8M	57,404	−3,168	TRIM
277	Pathstone Holdings, LLC	$6.8M	57,358	+6,497	ADD
278	Soltis Investment Advisors LLC	$6.7M	56,799	+51,225	ADD
279	Avanza Fonder AB	$6.6M	55,728	0	NO CHANGE
280	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$6.6M	55,580	+25,395	ADD
281	MERCER GLOBAL ADVISORS INC /ADV	$6.5M	55,270	+7,584	ADD
282	Ravenstone Capital Management Inc.	$6.5M	55,121	—	NO PRIOR
283	Westerkirk Capital Inc.	$6.5M	54,900	+300	ADD
284	MACKENZIE FINANCIAL CORP	$6.5M	54,702	+4,820	ADD
285	COMMERCE BANK	$6.5M	54,660	−3,649	TRIM
286	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$6.4M	54,000	0	NO CHANGE
287	BAILARD, INC.	$6.2M	52,836	−13,976	TRIM
288	Vident Advisory, LLC	$6.2M	52,710	+2,147	ADD
289	UNIVEST FINANCIAL Corp	$6.2M	52,495	+22,111	ADD
290	Blue Zone Wealth Advisors, LLC	$6.2M	52,482	+372	ADD
291	Generali Asset Management SPA SGR	$6.2M	52,334	+12,032	ADD
292	DIVIDEND ASSETS CAPITAL, LLC	$6.1M	51,991	+9,052	ADD
293	Banque Cantonale Vaudoise	$6.1M	51,935	−19,351	TRIM
294	Sanctuary Advisors, LLC	$6.1M	51,818	+3,809	ADD
295	Elo Mutual Pension Insurance Co	$6.1M	51,380	+255	ADD
296	Evelyn Partners Investment Management Services Ltd	$6.0M	51,178	−16,235	TRIM
297	Dakota Wealth Management	$6.0M	50,766	+3,172	ADD
298	Bridgewater Associates, LP	$6.0M	50,739	−131,820	TRIM
299	Evelyn Partners Asset Management Ltd	$6.0M	50,716	+786	ADD
300	GROUP ONE TRADING LLC	$6.0M	50,662	−3,250	TRIM
301	MACQUARIE GROUP LTD	$5.9M	50,192	−25,965	TRIM
302	CAXTON ASSOCIATES LLP	$5.8M	48,904	+31,646	ADD
303	Evergreen Private Wealth LLC	$5.7M	48,626	+1,808	ADD
304	Vanguard Personalized Indexing Management, LLC	$5.7M	48,491	+2,650	ADD
305	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.7M	48,293	−2,100	TRIM
306	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.4M	77,120	+5,530	ADD
307	MEEDER ASSET MANAGEMENT INC	$5.4M	45,286	+18,519	ADD
308	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.3M	45,028	−2,415	TRIM
309	Texas Capital Bank Wealth Management Services Inc	$5.3M	44,484	+34,510	ADD
310	Mesirow Financial Investment Management, Inc.	$5.3M	44,454	+5,408	ADD
311	AIA Group Ltd	$5.2M	43,931	−28,502	TRIM
312	Allspring Global Investments Holdings, LLC	$5.1M	43,285	+6,044	ADD
313	Empowered Funds, LLC	$5.1M	42,888	+1,574	ADD
314	Counterpoint Mutual Funds LLC	$5.1M	42,789	+42,789	NEW
315	World Investment Advisors	$5.1M	42,736	+13,022	ADD
316	Orion Porfolio Solutions, LLC	$5.0M	42,417	−8,974	TRIM
317	MGO ONE SEVEN LLC	$5.0M	42,375	+21,946	ADD
318	Private Wealth Partners, LLC	$5.0M	42,358	−1,878	TRIM
319	Wealthfront Advisers LLC	$5.0M	42,240	+27,046	ADD
320	PLATINUM INVESTMENT MANAGEMENT LTD	$5.0M	42,000	0	NO CHANGE
321	FIRST MANHATTAN CO. LLC.	$4.9M	41,100	+25,316	ADD
322	Walter Public Investments Inc.	$4.9M	41,039	−10,941	TRIM
323	TCTC Holdings, LLC	$4.8M	40,898	+379	ADD
324	Scissortail Wealth Management, LLC	$4.7M	40,085	+40,085	NEW
325	Freestone Capital Holdings, LLC	$4.7M	39,978	+7,631	ADD
326	NOVARE CAPITAL MANAGEMENT LLC	$4.7M	39,808	+1,194	ADD
327	Equitable Holdings, Inc.	$4.7M	37,378	+5,840	ADD
328	MML INVESTORS SERVICES, LLC	$4.6M	39,210	−550	TRIM
329	EFG International AG	$4.5M	37,943	+10,971	ADD
330	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.5M	37,793	−882	TRIM
331	MARATHON CAPITAL MANAGEMENT	$4.2M	35,836	+686	ADD
332	Baader Bank Aktiengesellschaft	$4.1M	35,012	+548	ADD
333	Vision Capital Management, Inc.	$4.1M	34,861	+1,094	ADD
334	SOROS CAPITAL MANAGEMENT LLC	$4.1M	34,773	−1,914	TRIM
335	National Philanthropic Trust	$4.1M	34,580	—	NO PRIOR
336	Bell Asset Management Ltd	$4.1M	34,404	−764	TRIM
337	Metis Global Partners, LLC	$4.0M	34,185	−4,653	TRIM
338	Voleon Capital Management LP	$4.0M	34,035	−36,925	TRIM
339	Meiji Yasuda Asset Management Co Ltd.	$4.0M	33,898	−6,377	TRIM
340	Brevan Howard Capital Management LP	$4.0M	33,870	+19,297	ADD
341	REGIONS FINANCIAL CORP	$4.0M	33,859	−14,572	TRIM
342	Rafferty Asset Management, LLC	$4.0M	33,846	−15,582	TRIM
343	LGT Fund Management Co Ltd.	$4.0M	33,434	+31,000	ADD
344	Chesley Taft & Associates LLC	$3.9M	33,198	−4,092	TRIM
345	GRIFFIN ASSET MANAGEMENT, INC.	$3.9M	32,996	+864	ADD
346	ARMOR ADVISORS, L.L.C.	$3.8M	32,350	+32,350	NEW
347	Perennial Advisors, LLC	$3.8M	32,256	+3,923	ADD
348	ASR Vermogensbeheer N.V.	$3.8M	31,870	+918	ADD
349	Kesler, Norman & Wride, LLC	$3.8M	31,853	+2,240	ADD
350	IEQ CAPITAL, LLC	$3.7M	31,568	−7,161	TRIM
351	SCHRODER INVESTMENT MANAGEMENT GROUP	$3.7M	31,553	−9,886	TRIM
352	Leelyn Smith, LLC	$3.7M	31,522	+3,501	ADD
353	Investment Management Corp of Ontario	$3.7M	31,496	−10,266	TRIM
354	NorthCrest Asset Manangement, LLC	$3.6M	30,933	−1,194	TRIM
355	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.6M	30,722	+1,946	ADD
356	Squarepoint Ops LLC	$3.6M	30,419	−776,810	TRIM
357	Modera Wealth Management, LLC	$3.5M	29,952	+1,026	ADD
358	NLB Skladi, upravljanje premozenja, d.o.o.	$3.5M	29,899	+15,468	ADD
359	Beacon Pointe Advisors, LLC	$3.5M	29,753	+20,228	ADD
360	Addenda Capital Inc.	$3.5M	29,737	+806	ADD
361	Advisors Asset Management, Inc.	$3.5M	29,691	+7,654	ADD
362	OMERS ADMINISTRATION Corp	$3.5M	29,535	+13,084	ADD
363	Atlantic Union Bankshares Corp	$3.3M	27,964	−17,821	TRIM
364	DAVIS-REA LTD.	$3.3M	27,592	+1,830	ADD
365	Aviance Capital Partners, LLC	$3.3M	27,576	−1,211	TRIM
366	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$3.2M	27,272	+23,346	ADD
367	New Age Alpha Advisors, LLC	$3.2M	26,860	−21,767	TRIM
368	Banco Santander, S.A.	$3.2M	26,746	+13,636	ADD
369	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.1M	26,513	−114,808	TRIM
370	STANCE CAPITAL LLC	$3.1M	26,479	+26,479	NEW
371	ALPS ADVISORS INC	$3.1M	26,087	−415	TRIM
372	Addison Capital Co	$3.1M	25,818	+1,428	ADD
373	Fideuram Asset Management (Ireland) dac	$3.0M	24,577	+6,851	ADD
374	Greenfield Seitz Capital Management, LLC	$3.0M	25,654	+541	ADD
375	Fairtree Asset Management (Pty) Ltd	$3.0M	25,592	−3,673	TRIM
376	MIZUHO SECURITIES USA LLC	$3.0M	25,520	−6,568	TRIM
377	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	$3.0M	25,517	+1,874	ADD
378	FIDUCIARY TRUST CO	$3.0M	25,457	−100	TRIM
379	OPAL CAPITAL LLC	$3.0M	25,443	+23,734	ADD
380	Kintegral Advisory, LLC	$3.0M	25,355	−1,124	TRIM
381	NewEdge Advisors, LLC	$3.0M	25,223	+25,223	NEW
382	Morningstar Investment Management LLC	$3.0M	25,042	−24,744	TRIM
383	CENTRAL TRUST Co	$2.9M	24,417	−547	TRIM
384	SFMG, LLC	$2.9M	24,129	+1,229	ADD
385	Perigon Wealth Management, LLC	$2.8M	24,016	+309	ADD
386	SFE Investment Counsel	$2.8M	23,881	+1,642	ADD
387	FARMERS & MERCHANTS INVESTMENTS INC	$2.8M	23,361	−997	TRIM
388	Kestra Advisory Services, LLC	$2.7M	23,140	−15,851	TRIM
389	Intellectus Partners, LLC	$2.7M	22,608	+1,344	ADD
390	PICTET BANK & TRUST Ltd	$2.7M	22,500	−1,550	TRIM
391	Scott & Selber, Inc.	$2.6M	22,348	+7	ADD
392	M. Kulyk & Associates, LLC	$2.6M	22,033	+810	ADD
393	Robeco Institutional Asset Management B.V.	$2.6M	21,992	+3,923	ADD
394	Maryland State Retirement & Pension System	$2.6M	21,961	0	NO CHANGE
395	Aptus Capital Advisors, LLC	$2.6M	21,756	+3,949	ADD
396	ASHTON THOMAS SECURITIES, LLC	$2.6M	21,718	+21,718	NEW
397	Callan Family Office, LLC	$2.6M	21,685	+154	ADD
398	Americana Partners, LLC	$2.6M	21,583	+5,940	ADD
399	Sarasin & Partners LLP	$2.5M	21,370	−1,049,188	TRIM
400	Walleye Capital LLC	$2.5M	21,328	−8,227	TRIM
401	HENNESSY ADVISORS INC	$2.5M	21,300	+21,300	NEW
402	ABN AMRO INVESTMENT SOLUTIONS	$2.5M	21,040	+1,454	ADD
403	Rodgers Brothers Inc.	$2.5M	21,025	+21,025	NEW
404	Sequoia Financial Advisors, LLC	$2.5M	20,927	−620	TRIM
405	Berkeley, Inc	$2.5M	20,855	+560	ADD
406	Regal Investment Advisors LLC	$2.4M	20,426	+328	ADD
407	E. Ohman J:or Asset Management AB	$2.4M	20,414	+2,202	ADD
408	New England Research & Management, Inc.	$2.4M	20,391	+344	ADD
409	YHB Investment Advisors, Inc.	$2.4M	20,374	−795	TRIM
410	Dai-ichi Life Insurance Company, Ltd	$2.4M	20,079	−659	TRIM
411	LEVIN CAPITAL STRATEGIES, L.P.	$2.4M	20,013	+20,013	NEW
412	Prospera Financial Services Inc	$2.3M	19,759	+6,715	ADD
413	Jefferies Financial Group Inc.	$2.3M	19,710	+571	ADD
414	ECOFI INVESTISSEMENTS SA	$2.3M	19,700	−34,100	TRIM
415	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$2.3M	19,500	0	NO CHANGE
416	EAGLE GLOBAL ADVISORS LLC	$2.3M	19,420	0	NO CHANGE
417	Clearstead Advisors, LLC	$2.3M	19,293	−3,482	TRIM
418	Renaissance Investment Group LLC	$2.3M	19,153	+618	ADD
419	Comprehensive Financial Consultants Institutional, Inc.	$2.3M	19,100	+19,100	NEW
420	Delta Global Management LP	$2.3M	19,059	+19,059	NEW
421	Bleakley Financial Group, LLC	$2.2M	18,748	+18,748	NEW
422	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	$2.2M	18,640	−696	TRIM
423	INVESTMENT HOUSE LLC	$2.2M	18,637	−5,697	TRIM
424	Siemens Fonds Invest GmbH	$2.2M	18,424	−1	TRIM
425	Northwest Bancshares, Inc.	$2.2M	18,417	+18,417	NEW
426	SevenBridge Financial Group, LLC	$2.2M	18,412	+5,016	ADD
427	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$2.2M	18,191	+9,682	ADD
428	MidFirst Bank	$2.1M	18,166	+13,134	ADD
429	PINNACLE ASSOCIATES LTD	$2.1M	18,117	−1,325	TRIM
430	Numerai GP LLC	$2.1M	18,041	−3,963	TRIM
431	Summit Trail Advisors, LLC	$2.1M	17,611	+7,326	ADD
432	Bragg Financial Advisors, Inc	$2.1M	17,573	+12,780	ADD
433	BUCKHEAD CAPITAL MANAGEMENT LLC	$2.1M	17,552	+17,552	NEW
434	QUADRANT CAPITAL GROUP LLC	$2.1M	17,457	+10,780	ADD
435	MUFG Securities EMEA plc	$2.0M	17,306	−760	TRIM
436	Concurrent Investment Advisors, LLC	$2.0M	17,300	+552	ADD
437	NORDEN GROUP LLC	$2.0M	17,213	+3,147	ADD
438	Lido Advisors, LLC	$2.0M	17,207	−12,664	TRIM
439	Woodline Partners LP	$2.0M	17,191	+9,083	ADD
440	Caprock Group, LLC	$2.0M	17,182	+1,784	ADD
441	Hixon Zuercher, LLC	$2.0M	17,111	+5,283	ADD
442	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.0M	16,919	+16,919	NEW
443	PRINCIPAL SECURITIES, INC.	$2.0M	16,902	+7,476	ADD
444	CWM, LLC	$2.0M	16,699	−4,555	TRIM
445	Portside Wealth Group, LLC	$2.0M	16,522	−7,793	TRIM
446	Lombard Odier Asset Management (Switzerland) SA	$1.9M	16,482	+412	ADD
447	Illinois Municipal Retirement Fund	$1.9M	16,297	−2,721	TRIM
448	Dorsey & Whitney Trust CO LLC	$1.9M	16,280	+6,286	ADD
449	Schonfeld Strategic Advisors LLC	$1.9M	16,271	+2,584	ADD
450	Saudi Central Bank	$1.9M	16,266	+16,266	NEW
451	PINCUS CAPITAL MANAGEMENT, LP	$1.9M	16,266	−499	TRIM
452	Waldron Private Wealth LLC	$1.9M	16,253	+26	ADD
453	Aquatic Capital Management LLC	$1.9M	16,038	+16,038	NEW
454	UMB Bank, n.a.	$1.9M	15,878	−100,732	TRIM
455	Y-Intercept (Hong Kong) Ltd	$1.9M	15,837	+15,837	NEW
456	Robertson Stephens Wealth Management, LLC	$1.9M	15,751	−936	TRIM
457	Empirical Finance, LLC	$1.8M	15,513	−44	TRIM
458	HARRELL INVESTMENT PARTNERS, LLC	$1.8M	15,402	+15,402	NEW
459	Hudson Canyon Capital Management	$1.8M	15,393	+593	ADD
460	PFW Advisors LLC	$1.8M	15,303	+4,784	ADD
461	Capital Investment Advisors, LLC	$1.8M	15,252	+5,917	ADD
462	Apollon Wealth Management, LLC	$1.8M	15,247	+347	ADD
463	Haverford Trust Co	$1.8M	15,227	−3,572	TRIM
464	PANAGORA ASSET MANAGEMENT INC	$1.8M	15,203	0	NO CHANGE
465	Jacobi Capital Management LLC	$1.8M	15,184	+1,475	ADD
466	Nicholson Wealth Management Group, LLC	$1.8M	15,162	+508	ADD
467	Private Advisor Group, LLC	$1.8M	15,150	−2,125	TRIM
468	BRANT POINT INVESTMENT MANAGEMENT LLC	$1.8M	15,068	−1,580	TRIM
469	Leonteq Securities AG	$1.8M	15,063	+8,458	ADD
470	Brooklyn Investment Group	$1.8M	14,892	+458	ADD
471	CHOREO, LLC	$1.8M	14,812	−237	TRIM
472	REGATTA CAPITAL GROUP, LLC	$1.7M	14,698	+1,190	ADD
473	Chicago Capital, LLC	$1.7M	14,486	−5,149	TRIM
474	Roberts Wealth Advisors, LLC	$1.7M	14,204	−53	TRIM
475	PATTEN & PATTEN INC/TN	$1.7M	14,031	−375	TRIM
476	Encore Global Management, LP	$1.7M	14,000	—	NO PRIOR
477	IMC-Chicago, LLC	$1.7M	13,989	−20,467	TRIM
478	OSSIAM	$1.6M	13,925	+1,131	ADD
479	LaFleur & Godfrey LLC	$1.6M	13,906	−768	TRIM
480	Cascade Investment Advisors, Inc.	$1.6M	13,575	+1,660	ADD
481	Ascent Group, LLC	$1.6M	13,549	+986	ADD
482	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.6M	13,506	−575	TRIM
483	D.A. DAVIDSON & CO.	$1.6M	13,442	−860	TRIM
484	Jackson Hole Capital Partners, LLC	$1.6M	13,411	+241	ADD
485	HB Wealth Management, LLC	$1.6M	13,387	+4,432	ADD
486	Moors & Cabot, Inc.	$1.6M	13,190	+54	ADD
487	Laird Norton Wetherby Trust Company, LLC	$1.5M	13,063	+2,419	ADD
488	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$1.5M	13,059	+13,059	NEW
489	K.J. Harrison & Partners Inc	$1.5M	13,000	−10,000	TRIM
490	North Dakota State Investment Board	$1.5M	12,927	−2,380	TRIM
491	WEALTH ALLIANCE, LLC	$1.5M	12,456	+2,465	ADD
492	Verdence Capital Advisors LLC	$1.5M	12,451	+8,843	ADD
493	CITIZENS FINANCIAL GROUP INC/RI	$1.5M	12,446	−4,022	TRIM
494	RiverPark Advisors, LLC	$1.5M	12,437	0	NO CHANGE
495	Waverly Advisors, LLC	$1.5M	12,421	+2,036	ADD
496	EXCHANGE TRADED CONCEPTS, LLC	$1.5M	12,415	+421	ADD
497	DAVENPORT & Co LLC	$1.5M	12,397	−4,847	TRIM
498	PRECEDENT WEALTH PARTNERS, LLC	$1.5M	12,347	+2,555	ADD
499	Merit Financial Group, LLC	$1.4M	12,140	+1,508	ADD
500	Private Harbour Investment Management & Counsel, LLC	$1.4M	11,913	−326	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ZTS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Byron Donalds R–FL-19 $2K–$30K
Sellers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Ruane Cunniff & Goldfarb, Gotham Asset Management, Caxton Associates $318M held
Trimming: 3 Fundsmith, Bridgewater Associates, Soros Fund Management $464M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ZOETIS INC

Merged timeline of congressional filings and notable-manager moves on ZTS
Date	Who	Change	Size
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	SELL	$1K–$15K
2026-07-15	Byron Donalds Congress	BUY	$1K–$15K
2026-07-15	Byron Donalds Congress	BUY	$1K–$15K
2026-05-15	Ruane Cunniff & Goldfarb 13F	NEW	+2,425,010 sh
2026-05-15	Gotham Asset Management 13F	ADD	+115,079 sh
2026-05-15	Fundsmith 13F	TRIM	−23,244 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−131,820 sh
2026-05-15	Soros Fund Management 13F	EXIT	−148,448 sh
2026-05-14	Caxton Associates 13F	ADD	+31,646 sh

9 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

28 members of Congress disclosed ZTS — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).