ZBRANasdaqGeneral Industrial Machinery & EquipmentFiscal year ends December 31
ZEBRA TECHNOLOGIES CORP
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 4, 2026
$375.77+6.76 (+1.83%)
Close on Oct 19, 2026
- Market cap
- $18.09B
- P/E (TTM)
- 34.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
49M of 47M shares
Institutional holders
644
124 new, 108 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
4 buys · 6 sales
Net sold $2.03M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 3,624,669 | 7.36% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 3,623,953 | 7.10% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 2,810,286 | 5.71% | 13G (passive) | Mar 31, 2026 |
| Boston Partners | 2,595,084 | 5.45% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ZBRA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,311,526 | 7.00% | $871.79M | −891,446 | 0.01% |
| Vanguard Capital Management LLC | 3,114,262 | 6.58% | $819.86M | −86,743 | 0.02% |
| Vanguard Portfolio Management LLC | 2,667,369 | 5.64% | $702.21M | −135,546 | 0.03% |
| Boston Partners | 2,617,838 | 5.53% | $689.14M | +1,147,064 | 0.61% |
| State Street Corp | 1,884,644 | 3.98% | $496.15M | −273,038 | 0.01% |
| Invesco Ltd. | 1,765,967 | 3.73% | $464.91M | +236,405 | 0.04% |
| Geode Capital Management, LLC | 1,351,501 | 2.86% | $355.19M | +11,712 | 0.02% |
| Alyeska Investment Group, L.P. | 1,248,478 | 2.64% | $328.67M | −76,318 | 0.85% |
| Fuller & Thaler Asset Management, Inc. | 1,208,889 | 2.56% | $318.25M | +963,268 | 0.87% |
| Nordea Investment Management Ab | 1,083,302 | 2.29% | $277.42M | −934,227 | 0.23% |
| JPMorgan Chase & Co | 1,078,041 | 2.28% | $276.35M | +117,378 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 1,066,696 | 2.25% | $280.82M | +566,068 | 0.12% |
| Kayne Anderson Rudnick Investment Management LLC | 985,717 | 2.08% | $259.50M | −141,142 | 0.81% |
| Contour Asset Management LLC | 947,726 | 2.00% | $249.50M | New | 5.91% |
| Victory Capital Management Inc | 927,324 | 1.96% | $244.13M | −29,242 | 0.14% |
| Ariel Investments, LLC | 922,998 | 1.95% | $242.99M | +145,635 | 2.42% |
| Morgan Stanley | 890,992 | 1.88% | $234.56M | +455,825 | 0.01% |
| Dimensional Fund Advisors LP | 870,883 | 1.84% | $229.24M | +184,548 | 0.04% |
| Millennium Management LLC | 823,465 | 1.74% | $216.79M | +738,541 | 0.08% |
| FMR LLC | 792,836 | 1.68% | $208.72M | +297,422 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 644 | 49M | 100.0% | 124 / 191 | 240 / 108 | 10M | 7M |
| Q1 2026 | 636 | 47M | 99.0% | 71 / 195 | 272 / 132 | 13M | 6M |
| Q4 2025 | 708 | 47M | 99.0% | 96 / 233 | 278 / 132 | 8M | 9M |
| Q3 2025 | 760 | 49M | 100.0% | 86 / 280 | 275 / 70 | 7M | 5M |
| Q2 2025 | 754 | 47M | 100.0% | 113 / 284 | 262 / 86 | 7M | 6M |
| Q1 2025 | 737 | 46M | 97.8% | 89 / 289 | 253 / 118 | 6M | 5M |
| Q4 2024 | 778 | 46M | 96.8% | 111 / 299 | 245 / 48 | 5M | 5M |
| Q3 2024 | 726 | 47M | 99.1% | 105 / 268 | 230 / 62 | 8M | 4M |
| Q2 2024 | 692 | 48M | 100.0% | 105 / 254 | 218 / 59 | 3M | 5M |
| Q1 2024 | 653 | 50M | 100.0% | 72 / 239 | 216 / 68 | 5M | 4M |
| Q4 2023 | 656 | 48M | 100.0% | 92 / 177 | 284 / 76 | 7M | 4M |
| Q3 2023 | 648 | 46M | 96.4% | 69 / 222 | 245 / 118 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ZBRA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,512,471 | 3.20% | $398.17M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 1,233,264 | 2.61% | $324.67M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,091,894 | 2.31% | $287.45M | 0.15% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 1,003,690 | 2.12% | $264.23M | 1.14% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 859,457 | 1.82% | $252.53M | 0.26% | Jul 31, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 796,565 | 1.68% | $209.70M | 1.66% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 699,474 | 1.48% | $170.41M | 0.10% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 692,006 | 1.46% | $182.18M | 0.27% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 655,625 | 1.39% | $172.60M | 0.02% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 629,513 | 1.33% | $153.37M | 0.02% | May 31, 2026 |
| JPMorgan Mid Cap Value Fund | 560,995 | 1.19% | $147.69M | 1.32% | Jun 30, 2026 |
| Victory Sycamore Established Value Fund | 550,000 | 1.16% | $144.79M | 0.94% | Jun 30, 2026 |
| Ariel Fund | 398,818 | 0.84% | $104.99M | 3.63% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight Technology ETF | 344,665 | 0.73% | $101.27M | 1.85% | Jul 31, 2026 |
| MFS Mid Cap Value Fund | 329,711 | 0.70% | $86.80M | 0.50% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Bill Burns | Chief Executive Officer, Director | 58,292 | 0.12% | May 21, 2026 |
| Michael Cho | Chief Strategy Officer | 5,170 | 0.01% | Aug 11, 2026 |
| Loizides Melissa Luff | Chief People Officer | 3,656 | 0.01% | Aug 5, 2026 |
| Colleen M. O'Sullivan | Chief Accounting Officer | 6,939 | 0.01% | May 21, 2026 |
| Cristen L. Kogl | Chief Legal Officer | 19,431 | 0.04% | May 21, 2026 |
| Robert John Armstrong Jr | Chief Marketing Officer | 7,459 | 0.02% | May 5, 2026 |
| Tamara Dionne Froese | Chief Supply Chain Officer | 6,587 | 0.01% | May 5, 2026 |
| Richard Edward Hudson | Chief Revenue Officer | 10,783 | 0.02% | May 5, 2026 |
| Nathan Andrew Winters | Chief Financial Officer | 23,100 | 0.05% | May 5, 2026 |
| Jeffrey F. Schmitz | Chief People Officer | 11,056 | 0.02% | Dec 19, 2025 |
| Joseph Ramsey White | Chief Product & Solutions | 12,142 | 0.03% | May 6, 2025 |
| Linda Connly | Director | 3,708 | 0.01% | Aug 11, 2026 |
| Kenneth Bradley Miller | Director | 2,482 | 0.01% | May 21, 2026 |
| Anders Gustafsson | Director | 228,443 | 0.48% | May 21, 2026 |
| Michael A. Smith | Director | 24,996 | 0.05% | May 21, 2026 |
| Ross W. Manire | Director | 16,759 | 0.04% | May 21, 2026 |
| Nelda J. Connors | Director | 4,128 | 0.01% | May 21, 2026 |
| Mary T. McDowell | Director | 1,520 | 0.00% | May 21, 2026 |
| Janice M. Roberts | Director | 7,134 | 0.02% | May 21, 2026 |
| Frank Blaise Modruson | Director | 16,311 | 0.03% | May 21, 2026 |
| Satish Dhanasekaran | Director | 5,007 | 0.01% | May 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Linda Connly Director | Aug 10, 2026 | Sale | −500 | $377.68 | $188.84K | 3,708 |
| Michael Cho Chief Strategy Officer | Aug 7, 2026 | Sale | −3,500 | $375.20 | $1.31M | 5,170 |
| Loizides Melissa Luff Chief People Officer | Aug 3, 2026 | Tax withholding | −46 | $291.64 | $13.42K | 3,656 |
| Loizides Melissa Luff Chief People Officer | May 26, 2026 | Sale | −500 | $253.95 | $126.98K | 3,702 |
| Kenneth Bradley Miller Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 2,482 |
| Satish Dhanasekaran Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 5,007 |
| Linda Connly Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 4,208 |
| Michael A. Smith Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 11,646 |
| Anders Gustafsson Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 228,443 |
| Frank Blaise Modruson Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 16,311 |
| Ross W. Manire Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 16,759 |
| Mary T. McDowell Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 1,520 |
| Nelda J. Connors Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 4,128 |
| Janice M. Roberts Director | May 19, 2026 | Award | +951 | $247.15 | $235.04K | 7,134 |
| Janice M. Roberts Director | May 14, 2026 | Sale | −3,000 | $249.54 | $748.62K | 6,183 |
| Tamara Dionne Froese Chief Supply Chain Officer | May 4, 2026 | Tax withholding | −515 | $223.73 | $115.22K | 6,587 |
| Richard Edward Hudson Chief Revenue Officer | May 4, 2026 | Tax withholding | −257 | $223.73 | $57.50K | 10,783 |
| Colleen M. O'Sullivan Chief Accounting Officer | May 4, 2026 | Tax withholding | −334 | $223.73 | $74.73K | 7,500 |
| Michael Cho Chief Strategy Officer | May 4, 2026 | Tax withholding | −779 | $223.73 | $174.29K | 8,695 |
| Cristen L. Kogl Chief Legal Officer | May 4, 2026 | Tax withholding | −1,501 | $223.73 | $335.82K | 21,795 |
| Robert John Armstrong Jr Chief Marketing Officer | May 4, 2026 | Tax withholding | −367 | $223.73 | $82.11K | 7,459 |
| Nathan Andrew Winters Chief Financial Officer | May 4, 2026 | Tax withholding | −2,663 | $223.73 | $595.79K | 23,100 |
| Bill Burns Chief Executive Officer, Director | May 4, 2026 | Tax withholding | −6,185 | $223.73 | $1.38M | 67,782 |
| Loizides Melissa Luff Chief People Officer | May 4, 2026 | Tax withholding | −122 | $223.73 | $27.30K | 4,207 |
| Tamara Dionne Froese Chief Supply Chain Officer | May 2, 2026 | Tax withholding | −139 | $227.08 | $31.56K | 7,102 |
| Colleen M. O'Sullivan Chief Accounting Officer | May 2, 2026 | Tax withholding | −87 | $227.08 | $19.76K | 7,834 |
| Michael Cho Chief Strategy Officer | May 2, 2026 | Tax withholding | −162 | $227.08 | $36.79K | 9,474 |
| Cristen L. Kogl Chief Legal Officer | May 2, 2026 | Tax withholding | −391 | $227.08 | $88.79K | 23,296 |
| Robert John Armstrong Jr Chief Marketing Officer | May 2, 2026 | Tax withholding | −147 | $227.08 | $33.38K | 7,826 |
| Nathan Andrew Winters Chief Financial Officer | May 2, 2026 | Tax withholding | −717 | $227.08 | $162.82K | 25,763 |
| Bill Burns Chief Executive Officer, Director | May 2, 2026 | Tax withholding | −2,005 | $227.08 | $455.30K | 73,967 |
| Loizides Melissa Luff Chief People Officer | May 2, 2026 | Tax withholding | −42 | $227.08 | $9.54K | 4,329 |
| Bill Burns Chief Executive Officer, Director | Apr 8, 2026 | Tax withholding | −184 | $223.50 | $41.12K | 75,972 |
| Bill Burns Chief Executive Officer, Director | Apr 8, 2026 | Option exercise | +358 | $205.12 | $73.43K | 76,156 |
| Anders Gustafsson Director | Apr 7, 2026 | Tax withholding | −279 | $212.44 | $59.27K | 227,492 |
| Anders Gustafsson Director | Apr 7, 2026 | Option exercise | +805 | $205.12 | $165.12K | 227,771 |
| Anders Gustafsson Director | Apr 7, 2026 | Tax withholding | −13,621 | $213.06 | $2.90M | 226,966 |
| Anders Gustafsson Director | Apr 7, 2026 | Option exercise | +32,057 | $51.42 | $1.65M | 240,587 |
| Robert John Armstrong Jr Chief Marketing Officer | Mar 16, 2026 | Tax withholding | −157 | $203.97 | $32.02K | 7,973 |
| Satish Dhanasekaran Director | Mar 12, 2026 | Buy | +200 | $205.40 | $41.08K | 4,056 |
| Nathan Andrew Winters Chief Financial Officer | Mar 5, 2026 | Tax withholding | −16 | $229.93 | $3.68K | 26,480 |
| Nathan Andrew Winters Chief Financial Officer | Mar 5, 2026 | Option exercise | +33 | $205.12 | $6.77K | 26,496 |
| Robert John Armstrong Jr Chief Marketing Officer | Mar 5, 2026 | Sale | −9 | $229.73 | $2.07K | 8,130 |
| Robert John Armstrong Jr Chief Marketing Officer | Mar 5, 2026 | Option exercise | +17 | $205.12 | $3.49K | 8,147 |
| Robert John Armstrong Jr Chief Marketing Officer | Mar 5, 2026 | Tax withholding | −8 | $229.44 | $1.84K | 8,139 |
| Cristen L. Kogl Chief Legal Officer | Mar 5, 2026 | Option exercise | +287 | $205.12 | $58.87K | 23,974 |
| Cristen L. Kogl Chief Legal Officer | Mar 5, 2026 | Tax withholding | −142 | $235.00 | $33.37K | 23,832 |
| Cristen L. Kogl Chief Legal Officer | Mar 5, 2026 | Sale | −145 | $235.71 | $34.18K | 23,687 |
| Michael Cho Chief Strategy Officer | Mar 4, 2026 | Tax withholding | −180 | $231.42 | $41.66K | 9,636 |
| Richard Edward Hudson Chief Revenue Officer | Mar 4, 2026 | Tax withholding | −576 | $231.42 | $133.30K | 11,040 |
| Nathan Andrew Winters Chief Financial Officer | Mar 4, 2026 | Tax withholding | −812 | $231.42 | $187.91K | 26,463 |
| Robert John Armstrong Jr Chief Marketing Officer | Mar 4, 2026 | Tax withholding | −246 | $231.42 | $56.93K | 8,130 |
| Cristen L. Kogl Chief Legal Officer | Mar 4, 2026 | Tax withholding | −438 | $231.42 | $101.36K | 23,687 |
| Bill Burns Chief Executive Officer, Director | Mar 4, 2026 | Tax withholding | −2,222 | $231.42 | $514.22K | 75,798 |
| Tamara Dionne Froese Chief Supply Chain Officer | Mar 4, 2026 | Tax withholding | −239 | $231.42 | $55.31K | 7,241 |
| Colleen M. O'Sullivan Chief Accounting Officer | Mar 4, 2026 | Tax withholding | −101 | $231.42 | $23.37K | 7,921 |
| Loizides Melissa Luff Chief People Officer | Mar 4, 2026 | Tax withholding | −43 | $231.42 | $9.95K | 4,371 |
| Michael Cho Chief Strategy Officer | Mar 3, 2026 | Award | +2,859 | – | – | 9,816 |
| Richard Edward Hudson Chief Revenue Officer | Mar 3, 2026 | Award | +5,360 | – | – | 11,616 |
| Nathan Andrew Winters Chief Financial Officer | Mar 3, 2026 | Award | +7,771 | – | – | 27,275 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| LindaConnly Director | Aug 10, 2026 | 500 | $188.90K | Aug 10, 2026 | stock award |
| Cho Michael Officer | Aug 7, 2026 | 3,500 | $1.31M | Aug 7, 2026 | Stock Award |
| Loizides Melissa Luff Officer | May 26, 2026 | 500 | $126.98K | May 26, 2026 | RSU VEST |
| M. Roberts Janice Director | May 14, 2026 | 3,000 | $748.62K | May 14, 2026 | Restricted Stock |
| RobertArmstrong officer | Mar 5, 2026 | 9 | $2.00K | Mar 5, 2026 | SAR Exercise |
| Kogl Cristen Officer | Mar 5, 2026 | 145 | $34.00K | Mar 5, 2026 | SAR Exercise |
| Linda Connly Director | Aug 7, 2025 | 1,107 | $365.00K | Aug 7, 2025 | stock award |
| Colleen M. O'Sullivan Officer | Nov 25, 2024 | 190 | $75.97K | Nov 25, 2024 | Stock Appreciation Right |
| Michael Cho Officer | Nov 12, 2024 | 298 | $119.47K | Nov 12, 2024 | stock award |
| Joseph Ramsey White Officer | Nov 8, 2024 | 1,556 | $623.57K | Nov 8, 2024 | RETAIL PURCHASE |
| Robert John Armstrong Jr Officer | Nov 6, 2024 | 914 | $360.00K | Nov 6, 2024 | ESPP |
| Cristen L. Kogl Officer | Nov 6, 2024 | 522 | $203.57K | Nov 6, 2024 | stock award |
| Richard Edward Hudson Officer | Nov 6, 2024 | 1,105 | $435.50K | Nov 7, 2024 | RSU |
| Jeffrey F. Schmitz Officer | Nov 6, 2024 | 687 | $264.50K | Nov 6, 2024 | RSU |
| Jeffrey F. Schmitz Officer | Aug 15, 2024 | 1,000 | $341.00K | Aug 15, 2024 | Stock Bonus |