Zimmer Biomet Holdings, Inc.

ZBH

Exchange: NYSE
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001136869

SEC filings (opens in a new tab)

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, Q3 2021

Institutional positions in Zimmer Biomet Holdings, Inc. as of Sep 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: 985; −18 vs. Q2 2021
Shares held: 186.3M; −263.4K (−0.1%) vs. Q2 2021
Total value: $27.3B; −$2.72B (−9.1%) vs. Q2 2021
New holders: 85; 328 more added
Sold out: 103; 331 more reduced

15 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 985 institutions

Value heldQ3 2021: $27.3B

Institutions holding ZBH and their total value by quarter
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, Q3 2021

Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q2 2021.

Institutions holding ZBH in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Eagle Bay Advisors LLC	6	$0	0.00%	+3+100.0%	Added
Riggs Asset Managment Co. Inc.	1	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$292	0.00%	–	–
Exane Derivatives	2	$293	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	10	$1.00K	0.00%	−20−66.7%	Reduced
Newbridge Financial Services Group, Inc.	5	$1.00K	0.00%	−19−79.2%	Reduced
Toth Financial Advisory Corp	10	$1.00K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	10	$1.00K	0.00%	00.0%	Unchanged
TSFG, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	10	$1.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	5	$1.00K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	5	$1.00K	0.00%	00.0%	Unchanged
CKW Financial Group	10	$1.00K	0.00%	+10	New
Delos Wealth Advisors, LLC	10	$1.00K	0.00%	+10	New
Kayne Anderson Rudnick Investment Management LLC	12	$2.00K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	12	$2.00K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	18	$2.63K	0.00%	00.0%	Unchanged
Sageworth Trust Co	20	$3.00K	0.00%	00.0%	Unchanged
BDO Wealth Advisors, LLC	18	$3.00K	0.00%	00.0%	Unchanged
Freedman Financial Associates, Inc.	20	$3.00K	0.00%	00.0%	Unchanged
Red Tortoise LLC	25	$3.00K	0.00%	+25	New
Cribstone Capital Management, LLC	30	$4.00K	0.00%	00.0%	Unchanged
Stephenson National Bank & Trust	27	$4.00K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	26	$4.00K	0.00%	+1+4.0%	Added
Versant Capital Management, Inc	24	$4.00K	0.00%	00.0%	Unchanged
Resolute Partners Group	35	$5.00K	0.00%	−9−20.5%	Reduced
First Financial Corp	37	$5.00K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	33	$5.00K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	33	$5.00K	0.00%	+33	New
Caldwell Trust Co	40	$5.85K	0.00%	00.0%	Unchanged
Proffitt & Goodson Inc	43	$6.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	40	$6.00K	0.00%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	40	$6.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$6.00K	0.00%	00.0%	Unchanged
Spectrum Management Group, LLC	41	$6.00K	0.00%	+41	New
Guidance Point Advisors, LLC	51	$6.00K	0.00%	+51	New
Global Financial Private Client, LLC	42	$6.28K	0.00%	00.0%	Unchanged
Bollard Group LLC	49	$7.00K	0.00%	00.0%	Unchanged
Field & Main Bank	50	$7.00K	0.00%	00.0%	Unchanged
Hudock, Inc.	56	$8.00K	0.00%	+47+522.2%	Added
Crescent Capital Consulting, LLC	60	$9.00K	0.00%	−23−27.7%	Reduced
West Paces Advisors Inc.	68	$9.95K	0.00%	−7−9.3%	Reduced
Rockbridge Investment Management, LCC	69	$10.0K	0.00%	−10−12.7%	Reduced
Ellevest, Inc.	67	$10.0K	0.00%	−5−6.9%	Reduced
Leelyn Smith, LLC	66	$10.0K	0.00%	00.0%	Unchanged
Better Money Decisions, LLC	71	$10.0K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	73	$11.0K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	81	$12.0K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	83	$12.0K	0.00%	00.0%	Unchanged
Earnest Partners LLC	90	$13.0K	0.00%	00.0%	Unchanged
Baron Financial Group, LLC	90	$13.2K	0.01%	00.0%	Unchanged
Financial Enhancement Group LLC	95	$14.0K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	93	$14.0K	0.00%	00.0%	Unchanged
Charter Oak Capital Management, LLC	95	$14.0K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	103	$15.0K	0.00%	00.0%	Unchanged
Kings Point Capital Management	100	$15.0K	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	102	$15.0K	0.00%	00.0%	Unchanged
Trust Co	100	$15.0K	0.00%	00.0%	Unchanged
Atlas Private Wealth Advisors	100	$15.0K	0.01%	00.0%	Unchanged
First Personal Financial Services	100	$15.0K	0.00%	+100	New
Mascoma Wealth Management LLC	105	$15.0K	0.01%	+105	New
PFG Private Wealth Management, LLC	104	$15.0K	0.01%	+104	New
Financial Perspectives, Inc	105	$15.4K	0.01%	00.0%	Unchanged
Key Financial Inc	108	$16.0K	0.01%	00.0%	Unchanged
Corsicana & Co.	111	$16.0K	0.01%	00.0%	Unchanged
HHM Wealth Advisors, LLC	119	$17.0K	0.00%	−21−15.0%	Reduced
Graves-Light Private Wealth Management, Inc.	115	$17.0K	0.00%	00.0%	Unchanged
Gerber Kawasaki Wealth & Investment Management	120	$17.0K	0.00%	+120	New
Meridian Wealth Partners, LLC	114	$17.0K	0.00%	+114	New
Crewe Advisors LLC	120	$18.0K	0.00%	−78−39.4%	Reduced
Wolff Wiese Magana LLC	117	$18.0K	0.01%	−3−2.5%	Reduced
Northern Oak Wealth Management Inc	120	$18.0K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	120	$18.0K	0.02%	00.0%	Unchanged
Sage Private Wealth Group, LLC	126	$18.0K	0.02%	+40+46.5%	Added
Concord Wealth Partners	129	$19.0K	0.01%	−390−75.1%	Reduced
Capital Analysts, LLC	133	$19.0K	0.00%	+91+216.7%	Added
NVWM, LLC	129	$19.0K	0.01%	+129	New
Tarbox Family Office, Inc.	140	$20.0K	0.00%	00.0%	Unchanged
Addison Advisors LLC	140	$20.0K	0.02%	00.0%	Unchanged
Loomis Sayles & Co L P	136	$20.0K	0.00%	00.0%	Unchanged
D'Orazio & Associates, Inc.	137	$20.0K	0.00%	00.0%	Unchanged
Dark Forest Capital Management LP	142	$21.0K	0.01%	−2,342−94.3%	Reduced
GeoWealth Management, LLC	145	$21.0K	0.00%	−275−65.5%	Reduced
Arkadios Wealth Advisors	145	$21.0K	0.00%	−56−27.9%	Reduced
TD Ameritrade Investment Management, LLC	152	$21.0K	0.00%	−17−10.1%	Reduced
Total Clarity Wealth Management, Inc.	144	$21.0K	0.01%	+144	New
Lindbrook Capital, LLC	148	$22.0K	0.01%	−22−12.9%	Reduced
Hanson & Doremus Investment Management	153	$22.0K	0.01%	00.0%	Unchanged
Jacobi Capital Management LLC	150	$22.0K	0.00%	+150	New
Koshinski Asset Management, Inc.	157	$23.0K	0.00%	+157	New
Winch Advisory Services, LLC	159	$23.0K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	165	$24.0K	0.00%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	165	$24.0K	0.02%	00.0%	Unchanged
Glassman Wealth Services	166	$24.0K	0.01%	+4+2.5%	Added
Proequities, Inc.	168	$25.0K	0.00%	+42+33.3%	Added
Archer Investment Corp	173	$25.3K	0.01%	00.0%	Unchanged
Focused Wealth Management, Inc	176	$26.0K	0.00%	00.0%	Unchanged