Vault-13

ZIM INTEGRATED SHIPPING SERV ZIM

SHS · Common Stock · CUSIP M9T951109

194 institutional holders +5 vs Q2 2023
21,410,33821.4m shares reported held*
$224.8mreported value*
25 new 58 added 53 reduced 24 sold out net sold ≈ $5.3m (-723.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.50. Options: 17 managers hold calls ($59.1m notional), 19 hold puts ($96.8m).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 245Q4 22: 240Q1 23: 230Q2 23: 189Q3 23: 194194Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022245
Q4 2022240
Q1 2023230
Q2 2023189
Q3 2023194

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 127 bought or addedQ4 22: 128 cut or sold outQ4 22Q1 23: 119 bought or addedQ1 23: 135 cut or sold outQ1 23Q2 23: 94 bought or addedQ2 23: 124 cut or sold outQ2 23Q3 23: 83 bought or addedQ3 23: 77 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022127128
Q1 2023119135
Q2 202394124
Q3 20238377

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300m$400mQ4 22 calls: $105.6mQ4 22 puts: $148.4mQ4 22P/C 1.41Q1 23 calls: $127.8mQ1 23 puts: $340.5mQ1 23P/C 2.66Q2 23 calls: $56.6mQ2 23 puts: $94.7mQ2 23P/C 1.67Q3 23 calls: $59.1mQ3 23 puts: $96.8mQ3 23P/C 1.64
Numbers
QuarterCallsPutsP/C
Q4 2022$105.6m$148.4m1.41
Q1 2023$127.8m$340.5m2.66
Q2 2023$56.6m$94.7m1.67
Q3 2023$59.1m$96.8m1.64

Biggest buyers

Migdal Insurance & Financial Holdings Ltd. Added +1,030,000+1.0m
MORGAN STANLEY Added +435,340+435.3k
Balyasny Asset Management L.P. New +315,082+315.1k
Man Group plc New +212,513+212.5k
GOLDMAN SACHS GROUP INC Added +211,166+211.2k
D. E. Shaw & Co., Inc. New +197,358+197.4k
GMT Capital Corp Added +178,200+178.2k
BlackRock Inc. Added +124,740+124.7k
BANK OF AMERICA CORP /DE/ Added +123,568+123.6k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +120,528+120.5k

Biggest sellers

RENAISSANCE TECHNOLOGIES LLC Reduced -582,138-582.1k
NORGES BANK Reduced -454,545-454.5k
NORTHERN TRUST CORP Reduced -447,969-448.0k
VANGUARD GROUP INC Reduced -368,117-368.1k
MILLENNIUM MANAGEMENT LLC Reduced -313,102-313.1k
MEITAV INVESTMENT HOUSE LTD Reduced -294,427-294.4k
GROUP ONE TRADING LLC Reduced -272,774-272.8k
Aberdeen Group plc Sold out -213,900-213.9k
Jefferies Financial Group Inc. Reduced -198,255-198.3k
Bank of New York Mellon Corp Reduced -175,469-175.5k

Biggest calls

GROUP ONE TRADING LLC Added $18.4m1.8m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $17.5m1.7m shares
CITADEL ADVISORS LLC Reduced $7.3m701.5k shares
SIMPLEX TRADING, LLC Added $4.8m464.2k shares
Walleye Trading LLC Added $4.4m423.1k shares
Jefferies Financial Group Inc. Reduced $2.4m232.8k shares
WOLVERINE TRADING, LLC Added $1.2m111.5k shares
Caption Management, LLC New $836.0k80.0k shares
JANE STREET GROUP, LLC Reduced $729.4k69.8k shares
D. E. Shaw & Co., Inc. New $627.0k60.0k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $21.7m2.1m shares
Greenvale Capital LLP New $13.9m1.3m shares
GOLDMAN SACHS GROUP INC Added $13.8m1.3m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $12.5m1.2m shares
GROUP ONE TRADING LLC Reduced $10.0m952.3k shares
SIMPLEX TRADING, LLC Added $6.5m619.8k shares
Jefferies Financial Group Inc. Reduced $4.1m393.9k shares
QVT Financial LP Unchanged $3.6m346.5k shares
Sculptor Capital LP Unchanged $2.7m262.1k shares
BANK OF AMERICA CORP /DE/ Reduced $2.5m234.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: More Provident Funds & Pension Ltd. (2.9%, 2025-12-31), RENAISSANCE TECHNOLOGIES LLC (3.2%, 2025-11-13)

Insider purchases and sales in Q3 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q3 2023.

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MENORA MIVTACHIM HOLDINGS LTD. 0.26% of their portfolio Ramat Gan, L3 2,691,0362.7m $28.1m $28.1m 0.26% Unchanged
2 BlackRock Inc. 0.00% of their portfolio New York, NY 2,297,3232.3m $24.0m $24.0m 0.00% Added +124.7k +124,740
3 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 1,734,8191.7m $18.1m $18.1m 0.02% Added +82.7k +82,711
4 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,410,5801.4m $14.7m $14.7m 0.00% Added +211.2k +211,166
5 MACKENZIE FINANCIAL CORP 0.02% of their portfolio TORONTO ONTARIO, A6 1,278,9851.3m $12.2m $12.2m 0.02% Added +173 +173
6 Migdal Insurance & Financial Holdings Ltd. 0.25% of their portfolio Petach Tikva, L3 1,110,0001.1m $11.6m $11.6m 0.25% Added +1.0m +1,030,000
7 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 898,491898.5k $9.4m $9.4m 0.01% Added +99.5k +99,477
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 848,066848.1k $8.9m $8.9m 0.00% Added +102.4k +102,406
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 683,002683.0k $7.1m $7.1m 0.00% Added +435.3k +435,340
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 481,872481.9k $5.0m $5.0m 0.00% Added +123.6k +123,568
11 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 446,824446.8k $4.7m $4.7m 0.02% Reduced -14.2k -14,198
12 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 398,369398.4k $4.2m $4.2m 0.00% Reduced -313.1k -313,102
13 SIMPLEX TRADING, LLC 0.14% of their portfolio CHICAGO, IL 365,198365.2k $3.8m $3.8m 0.14% Added +39.9k +39,862
14 NORGES BANK 0.00% of their portfolio OSLO, Q8 361,800361.8k $3.8m $3.8m 0.00% Reduced -454.5k -454,545
15 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 315,082315.1k $3.3m $3.3m 0.01% New
16 MEITAV INVESTMENT HOUSE LTD 0.05% of their portfolio BENE-BERAQ, L3 288,645288.6k $3.0m $3.0m 0.05% Reduced -294.4k -294,427
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 280,148280.1k $2.9m $2.9m 0.00% Added +120.5k +120,528
18 Sculptor Capital LP 0.07% of their portfolio New York, NY 262,100262.1k $2.7m $2.7m 0.07% Unchanged
19 GMT Capital Corp 0.10% of their portfolio ATLANTA, GA 262,100262.1k $2.7m $2.7m 0.10% Added +178.2k +178,200
20 Swiss National Bank 0.00% of their portfolio ZURICH, V8 212,900212.9k $2.2m $2.2m 0.00% Unchanged
21 Man Group plc 0.01% of their portfolio LONDON, X0 212,513212.5k $2.2m $2.2m 0.01% New
22 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 197,358197.4k $2.1m $2.1m 0.00% New
23 Vident Advisory, LLC 0.06% of their portfolio Alpharetta, GA 170,494170.5k $1.8m $1.8m 0.06% First filing
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 168,899168.9k $1.8m $1.8m 0.00% Reduced -10.8k -10,817
25 APG Asset Management N.V. 0.00% of their portfolio Amsterdam, P7 168,300168.3k $1.8m $1.8m 0.00% Added +11.9k +11,900
26 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 140,883140.9k $1.5m $1.5m 0.00% Reduced -368.1k -368,117
27 Jefferies Financial Group Inc. 0.03% of their portfolio NEW YORK, NY 126,745126.7k $1.3m $1.3m 0.03% Reduced -198.3k -198,255
28 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 120,633120.6k $1.3m $1.3m 0.00% Added +15.3k +15,349
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 117,010117.0k $1.2m $1.2m 0.00% Added +33.8k +33,786
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 109,977110.0k $1.1m $1.1m 0.00% Reduced -154.0k -154,035
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 106,351106.4k $1.1m $1.1m 0.00% Added +3.3k +3,293
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 106,226106.2k $1.1m $1.1m 0.00% Added +5.9k +5,880
33 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 100,589100.6k $1.1m $1.1m 0.00% Reduced -5.7k -5,728
34 Legal & General Group Plc 0.00% of their portfolio London, X0 96,44796.4k $1.0m $1.0m 0.00% Added +4.5k +4,472
35 Phoenix Financial Ltd. 0.01% of their portfolio Givatayim, L3 93,32093.3k $975.2k $975.2k 0.01% Added +42.7k +42,660
36 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 93,14593.1k $973.4k $973.4k 0.00% Reduced -8.2k -8,155
37 RBF Capital, LLC 0.06% of their portfolio RENO, NV 83,00083.0k $867.4k $867.4k 0.06% Reduced -10.3k -10,274
38 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 82,16082.2k $858.6k $858.6k 0.00% Added +274 +274
39 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 78,80478.8k $824.0k $824.0k 0.00% Reduced -582.1k -582,138
40 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 78,18578.2k $817.0k $817.0k 0.00% Unchanged
41 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 78,00078.0k $815.1k $815.1k 0.01% Reduced -80.7k -80,700
42 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 77,30577.3k $807.8k $807.8k 0.00% Added +1.8k +1,787
43 ONTARIO TEACHERS PENSION PLAN BOARD 0.01% of their portfolio Toronto, A6 73,45373.5k $767.6k $767.6k 0.01% Unchanged
44 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 72,87372.9k $761.5k $761.5k 0.01% Added +14.5k +14,490
45 Clear Harbor Asset Management, LLC 0.08% of their portfolio Stamford, CT 69,03069.0k $721.4k $721.4k 0.08% New
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 67,93467.9k $709.9k $709.9k 0.00% Added +18.4k +18,414
47 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 65,89065.9k $688.6k $688.6k 0.00% Added +12.8k +12,808
48 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.05% of their portfolio Tel Aviv, L3 61,49061.5k $640.0k $640.0k 0.05% Unchanged
49 BBR PARTNERS, LLC 0.07% of their portfolio NEW YORK, NY 60,05860.1k $627.6k $627.6k 0.07% Reduced -34 -34
50 Paradiem, LLC 0.19% of their portfolio COVINGTON, LA 59,47159.5k $621.5k $621.5k 0.19% Added +27.9k +27,889
51 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 59,44659.4k $621.2k $621.2k 0.00% Added +15.0k +15,005
52 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 59,10059.1k $617.6k $617.6k 0.00% Unchanged
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 57,47357.5k $600.6k $600.6k 0.00% Added +3.0k +3,014
54 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 55,77955.8k $586.2k $586.2k 0.00% Added +43.3k +43,277
55 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 55,50655.5k $612.5k $612.5k 0.00% Reduced -99.4k -99,385
56 Vestcor Inc 0.02% of their portfolio FREDERICTON, A3 51,83051.8k $542.0k $542.0k 0.02% Unchanged
57 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 49,91849.9k $521.6k $521.6k 0.00% New
58 Olympiad Research LP 0.49% of their portfolio Stamford, CT 47,87247.9k $500.3k $500.3k 0.49% Added +24.2k +24,225
59 SEGALL BRYANT & HAMILL, LLC 0.01% of their portfolio CHICAGO, IL 46,50046.5k $485.9k $485.9k 0.01% Added +4.0k +4,000
60 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 38,92038.9k $407.0k $407.0k 0.00% Added +17.7k +17,675
61 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 38,78138.8k $371.5k $371.5k 0.02% Added +9.5k +9,482
62 WINTON GROUP Ltd 0.03% of their portfolio LONDON, X0 36,62136.6k $382.7k $382.7k 0.03% Added +6.3k +6,257
63 AXQ CAPITAL, LP 0.13% of their portfolio JERSEY CITY, NJ 34,30034.3k $358.4k $358.4k 0.13% New
64 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 34,24134.2k $357.8k $357.8k 0.00% Added +19.9k +19,939
65 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 33,68633.7k $352.0k $352.0k 0.00% Added +2.1k +2,143
66 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 32,88732.9k $344.0k $344.0k 0.00% Reduced -4.1k -4,123
67 BLUEFIN CAPITAL MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 32,53232.5k $340.0k $340.0k 0.03% New
68 AUA CAPITAL MANAGEMENT, LLC 0.24% of their portfolio MECHANICSBURG, PA 31,99132.0k $334.3k $334.3k 0.24% Unchanged
69 SEVEN EIGHT CAPITAL, LP 0.04% of their portfolio New York, NY 31,47531.5k $328.9k $328.9k 0.04% Reduced -103.5k -103,549
70 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 31,00231.0k $324.0k $324.0k 0.00% Added +614 +614
71 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 30,80030.8k $321.9k $321.9k 0.00% Unchanged
72 STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio LYSAKER, Q8 30,40230.4k $317.7k $317.7k 0.00% Reduced -16.6k -16,591
73 Cutler Group LLC / CA 0.05% of their portfolio SAN FRANCISCO, CA 29,37029.4k $306.0k $306.0k 0.05% Reduced -41.7k -41,725
74 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 28,71528.7k $300.1k $300.1k 0.06% Reduced -2.4k -2,367
75 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.06% of their portfolio Tel Aviv, L3 27,63027.6k $287.6k $287.6k 0.06% Unchanged
76 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 26,50826.5k $277.0k $277.0k 0.00% Added +16.5k +16,499
77 Virtu Financial LLC 0.03% of their portfolio New York, NY 25,47225.5k $266.0k $266.0k 0.03% New
78 Bayesian Capital Management, LP 0.03% of their portfolio Brooklyn, NY 24,60024.6k $257.1k $257.1k 0.03% New
79 OCCUDO QUANTITATIVE STRATEGIES LP 0.03% of their portfolio FORT LAUDERDALE, FL 24,54124.5k $256.5k $256.5k 0.03% New
80 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 24,45424.5k $255.5k $255.5k 0.00% Added +1.2k +1,240
81 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 23,90223.9k $249.8k $249.8k 0.01% Added +1.6k +1,558
82 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 23,85023.9k $249.2k $249.2k 0.00% Reduced -200 -200
83 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 22,85222.9k $238.8k $238.8k 0.00% Added +4.9k +4,894
84 Annex Advisory Services, LLC 0.01% of their portfolio BROOKFIELD, WI 21,80221.8k $227.8k $227.8k 0.01% Unchanged
85 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,05621.1k $220.0k $220.0k 0.00% Added +5.2k +5,222
86 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 20,57020.6k $215.0k $215.0k 0.00% New
87 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 20,52820.5k $214.5k $214.5k 0.00% New
88 X-Square Capital, LLC 0.17% of their portfolio GUAYNABO, PR 20,08020.1k $249.0k $249.0k 0.17% Unchanged
89 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 19,79619.8k $206.9k $206.9k 0.01% Added +2.9k +2,927
90 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 19,06119.1k $199.2k $199.2k 0.00% Reduced -175.5k -175,469
91 Quantamental Technologies LLC 0.18% of their portfolio WHITE PLAINS, NY 18,83218.8k $196.8k $196.8k 0.18% New
92 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 18,78918.8k $196.3k $196.3k 0.00% Reduced -23.4k -23,376
93 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio DENVER, CO 18,70018.7k $195.0k $195.0k 0.00% Unchanged
94 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 18,37618.4k $192.0k $192.0k 0.00% Reduced -2.2k -2,250
95 XTX Topco Ltd 0.03% of their portfolio LONDON, X0 17,87417.9k $186.8k $186.8k 0.03% Added +4.2k +4,233
96 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 17,67417.7k $184.7k $184.7k 0.00% Reduced -448.0k -447,969
97 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,02717.0k $178.0k $178.0k 0.00% Reduced -14.3k -14,251
98 GW HENSSLER & ASSOCIATES LTD 0.01% of their portfolio KENNESAW, GA 16,56416.6k $173.1k $173.1k 0.01% New
99 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 14,56214.6k $152.0k $152.0k 0.01% New
100 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 14,47914.5k $151.3k $151.3k 0.01% Added +4.1k +4,146