Who owns ZIM
Which tracked institutional funds hold ZIM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZIM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
ZIM’s largest tracked holder by dollar value, MEITAV INVESTMENT HOUSE LTD, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ZIM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their ZIM positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD added | 5,481,537 | $137M | 12.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 3,619,301 | $94M | 8.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 3,571,430 | $93M | 8.2% | 2026-Q2 |
| Yelin Lapidot Holdings Management Ltd. added | 3,308,773 | $86M | 7.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,851,020 | $48M | 4.2% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 1,656,810 | $43M | 3.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,637,352 | $43M | 3.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,579,056 | $41M | 3.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,560,160 | $41M | 3.6% | 2026-Q2 |
| STATE STREET CORP added | 1,485,508 | $39M | 3.4% | 2026-Q2 |
| ODDO BHF ASSET MANAGEMENT SAS | 1,150,000 | $30M | 2.6% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 1,006,024 | $26M | 2.3% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. trimmed | 935,949 | $24M | 2.1% | 2026-Q2 |
| Weiss Asset Management LP added | 787,799 | $20M | 1.8% | 2026-Q2 |
| EQUITEC PROPRIETARY MARKETS, LLC added | 724,500 | $19M | 1.7% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC trimmed | 694,474 | $18M | 1.6% | 2026-Q2 |
| Sagil Capital LLP added | 655,171 | $17M | 1.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 626,390 | $16M | 1.4% | 2026-Q2 |
| AQR Arbitrage LLC trimmed | 613,986 | $16M | 1.4% | 2026-Q2 |
| Magnetar Financial LLC added | 608,329 | $16M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 597,385 | $16M | 1.4% | 2026-Q2 |
| OMERS ADMINISTRATION Corp added | 542,756 | $14M | 1.2% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 512,427 | $13M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 497,225 | $13M | 1.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 365,107 | $9M | 0.8% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 335,570 | $9M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 298,395 | $8M | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 295,616 | $8M | 0.7% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 273,755 | $7M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 265,234 | $7M | 0.6% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 256,800 | $7M | 0.6% | 2026-Q2 |
| UBS Group AG added | 243,134 | $6M | 0.6% | 2026-Q2 |
| Swiss National Bank trimmed | 230,900 | $6M | 0.5% | 2026-Q2 |
| Verition Fund Management LLC added | 230,000 | $6M | 0.5% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 220,214 | $6M | 0.5% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 202,861 | $5M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 196,363 | $5M | 0.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 174,070 | $5M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 173,501 | $5M | 0.4% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 168,877 | $4M | 0.4% | 2026-Q2 |
| Legal & General Group Plc trimmed | 155,677 | $4M | 0.4% | 2026-Q2 |
| Woodline Partners LP new | 153,669 | $4M | 0.4% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC | 135,031 | $4M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 131,410 | $3M | 0.3% | 2026-Q2 |
| LMR Partners LLP added | 130,301 | $3M | 0.3% | 2026-Q2 |
| Y.D. More Investments Ltd trimmed | 127,030 | $3M | 0.3% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 125,800 | $3M | 0.3% | 2026-Q2 |
| Polar Asset Management Partners Inc. added | 122,099 | $3M | 0.3% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 116,836 | $3M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 110,977 | $3M | 0.3% | 2026-Q2 |
| JT Stratford LLC new | 104,760 | $3M | 0.2% | 2026-Q2 |
| NINE MASTS CAPITAL Ltd added | 103,084 | $3M | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 100,194 | $3M | 0.2% | 2026-Q2 |
| Tidal Investments LLC trimmed | 96,389 | $3M | 0.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 95,544 | $2M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 95,476 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 94,952 | $2M | 0.2% | 2026-Q2 |
| Kintayl Capital LP added | 89,547 | $2M | 0.2% | 2026-Q2 |
| FMR LLC added | 89,042 | $2M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. new | 88,504 | $2M | 0.2% | 2026-Q2 |
| Walleye Trading LLC trimmed | 83,628 | $2M | 0.2% | 2026-Q2 |
| Kennondale Capital Management LLC added | 81,691 | $2M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 81,269 | $2M | 0.2% | 2026-Q2 |
| Fieldview Capital Management, LLC trimmed | 77,616 | $2M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 77,449 | $2M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 77,200 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 75,906 | $2M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 66,535 | $2M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 62,734 | $2M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 62,734 | $2M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 62,162 | $2M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 60,000 | $2M | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 58,648 | $2M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 55,457 | $1M | 0.1% | 2026-Q2 |
| Rangeley Capital, LLC trimmed | 52,000 | $1M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 50,729 | $1M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,859 | $1M | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 48,600 | $1M | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 47,300 | $1M | 0.1% | 2026-Q2 |
| Carolina Wealth Management Inc new | 44,513 | $1M | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 43,309 | $1M | 0.1% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC added | 41,918 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 39,357 | $1M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 38,053 | $989K | 0.1% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 37,821 | $983K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 37,340 | $971K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 35,220 | $916K | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 34,967 | $909K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. | 34,889 | $907K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 34,419 | $895K | 0.1% | 2026-Q2 |
| Alpine Global Management, LLC new | 34,100 | $887K | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC added | 32,722 | $851K | 0.1% | 2026-Q2 |
| GABELLI & Co INVESTMENT ADVISERS, INC. added | 32,150 | $836K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 31,300 | $814K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 31,000 | $806K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 30,981 | $806K | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 30,748 | $799K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,295 | $788K | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 30,117 | $783K | 0.1% | 2026-Q2 |
| Marex Group Ltd trimmed | 30,000 | $780K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.