Zimmer Biomet Holdings, Inc.
ZBH- Exchange
- NYSE
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001136869
In the last 90 days, Zimmer Biomet Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 913 institutions reported holding it in 13F filings for Q2 2026, worth $17.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Zimmer Biomet Holdings, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,018
- 0 vs. Q1 2021
- Shares held
- 187.2M
- +5.74M (+3.2%) vs. Q1 2021
- Total value
- $30.1B
- +$1.07B (+3.7%) vs. Q1 2021
- New holders
- 91
- 349 more added
- Sold out
- 91
- 329 more reduced
13 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ZBH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 913 | $17.1B |
| Q1 2026 | 919 | $17.4B |
| Q4 2025 | 950 | $17.9B |
| Q3 2025 | 970 | $18.9B |
| Q2 2025 | 939 | $17.6B |
| Q1 2025 | 1,006 | $21.0B |
| Q4 2024 | 1,033 | $19.3B |
| Q3 2024 | 989 | $19.6B |
| Q2 2024 | 1,012 | $20.2B |
| Q1 2024 | 1,015 | $24.5B |
| Q4 2023 | 1,034 | $22.2B |
| Q3 2023 | 1,019 | $20.6B |
| Q2 2023 | 1,034 | $26.9B |
| Q1 2023 | 998 | $23.9B |
| Q4 2022 | 979 | $23.8B |
| Q3 2022 | 921 | $19.6B |
| Q2 2022 | 958 | $19.8B |
| Q1 2022 | 979 | $24.4B |
| Q4 2021 | 999 | $23.7B |
| Q3 2021 | 985 | $27.3B |
| Q2 2021 | 1,018 | $30.1B |
| Q1 2021 | 1,031 | $29.9B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 165 | $27.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $27.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 169 | $27.0K | 0.00% | +19+12.7% | Added |
| Evolution Wealth Advisors, LLC | 169 | $27.0K | 0.01% | +41+32.0% | Added |
| Personal Wealth Partners | 169 | $27.0K | 0.01% | +169 | New |
| Archer Investment Corp | 173 | $27.8K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 175 | $28.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 176 | $28.0K | 0.00% | +11+6.7% | Added |
| Tradewinds Capital Management, LLC | 181 | $29.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 188 | $30.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 185 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 185 | $30.0K | 0.00% | +185 | New |
| Tower View Investment Management & Research LLC | 191 | $31.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 193 | $31.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 198 | $32.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 201 | $32.0K | 0.00% | +74+58.3% | Added |
| Burleson & Company, LLC | 211 | $34.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 222 | $36.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 224 | $36.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 230 | $36.0K | 0.01% | +96+71.6% | Added |
| Private Ocean, LLC | 230 | $37.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 237 | $38.0K | 0.00% | +11+4.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 243 | $39.0K | 0.00% | −157,700−99.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 251 | $40.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $40.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 249 | $40.0K | 0.02% | +249 | New |
| FinTrust Capital Advisors, LLC | 255 | $41.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 260 | $42.0K | 0.00% | −158−37.8% | Reduced |
| Old Second National Bank of Aurora | 262 | $42.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 267 | $43.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 270 | $43.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 280 | $45.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 291 | $47.0K | 0.02% | −34−10.5% | Reduced |
| Cedar Wealth Management, LLC | 300 | $48.0K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 300 | $48.0K | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 300 | $48.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $48.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $48.0K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 301 | $48.0K | 0.01% | +301 | New |
| BerganKDV Wealth Management, LLC | 310 | $50.0K | 0.01% | +58+23.0% | Added |
| Isthmus Partners, LLC | 308 | $50.0K | 0.01% | +308 | New |
| American National Bank | 320 | $51.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 325 | $52.0K | 0.02% | +200+160.0% | Added |
| Carmichael Hill & Associates, Inc. | 331 | $53.0K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 337 | $54.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 346 | $56.0K | 0.00% | −10−2.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 346 | $56.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 350 | $56.0K | 0.00% | +100+40.0% | Added |
| Ancora Advisors, LLC | 354 | $57.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 356 | $57.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 357 | $57.0K | 0.00% | +78+28.0% | Added |
| Institutional & Family Asset Management, LLC | 363 | $58.0K | 0.01% | −700−65.9% | Reduced |
| Oakworth Capital, Inc. | 380 | $61.0K | 0.01% | −29−7.1% | Reduced |
| Vigilant Capital Management, LLC | 382 | $61.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 389 | $63.0K | 0.01% | +73+23.1% | Added |
| BBVA USA | 390 | $63.0K | 0.00% | +390 | New |
| Glen Eagle Advisors, LLC | 397 | $63.8K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 395 | $64.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 424 | $68.0K | 0.03% | +424 | New |
| GeoWealth Management, LLC | 420 | $68.0K | 0.01% | +420 | New |
| Compagnie Lombard Odier SCmA | 430 | $69.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 436 | $70.1K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 442 | $71.0K | 0.03% | +4+0.9% | Added |
| Allworth Financial LP | 452 | $73.0K | 0.00% | −227−33.4% | Reduced |
| IMA Wealth, Inc. | 452 | $73.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 462 | $74.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 468 | $75.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 475 | $77.0K | 0.02% | −12−2.5% | Reduced |
| Rosenberg Matthew Hamilton | 480 | $77.0K | 0.04% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 488 | $78.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 500 | $80.0K | 0.07% | +500 | New |
| Piscataqua Savings Bank | 507 | $81.0K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 519 | $83.0K | 0.02% | +73+16.4% | Added |
| Adirondack Trust Co | 521 | $84.0K | 0.04% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 533 | $85.0K | 0.01% | +42+8.6% | Added |
| Heritage Wealth Advisors | 531 | $85.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 536 | $86.0K | 0.01% | +114+27.0% | Added |
| Optimum Investment Advisors | 550 | $88.0K | 0.03% | 00.0% | Unchanged |
| Exos Asset Management LLC | 547 | $88.0K | 0.05% | +547 | New |
| Howe & Rusling Inc | 558 | $90.0K | 0.01% | +34+6.5% | Added |
| Quadrant Capital Group LLC | 564 | $91.0K | 0.01% | +7+1.3% | Added |
| North Star Investment Management Corp. | 572 | $92.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 572 | $92.0K | 0.07% | +9+1.6% | Added |
| NEXT Financial Group, Inc | 580 | $93.0K | 0.01% | −176−23.3% | Reduced |
| FourThought Financial, LLC | 582 | $93.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 600 | $96.0K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 602 | $97.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 637 | $102.0K | 0.00% | +90+16.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 648 | $104.0K | 0.00% | −2,768−81.0% | Reduced |
| State of Wyoming | 645 | $104.0K | 0.07% | +117+22.2% | Added |
| Sterling Financial Planning, Inc. | 654 | $105.0K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 650 | $105.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 650 | $105.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 675 | $109.0K | 0.07% | −5−0.7% | Reduced |
| First Horizon Advisors, Inc. | 702 | $112.0K | 0.01% | −90−11.4% | Reduced |
| Systematic Alpha Investments, LLC | 779 | $114.0K | 0.01% | +468+150.5% | Added |
| TFC Financial Management | 716 | $115.0K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 719 | $116.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 759 | $122.0K | 0.02% | 00.0% | Unchanged |