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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 185 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 185 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 186 | $27.0K | 0.00% | +11+6.3% | Added |
| Tower View Investment Management & Research LLC | 191 | $28.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 188 | $28.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 211 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 220 | $32.0K | 0.02% | −2−0.9% | Reduced |
| Evoke Wealth, LLC | 226 | $33.0K | 0.00% | −11−4.6% | Reduced |
| M&R Capital Management Inc | 230 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 224 | $33.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 230 | $34.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,547 | $35.0K | 0.02% | +1,298+521.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 243 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 245 | $36.0K | 0.01% | +245 | New |
| Covington Capital Management | 253 | $37.0K | 0.00% | −97−27.7% | Reduced |
| FinTrust Capital Advisors, LLC | 255 | $37.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 251 | $37.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $37.0K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 256 | $37.0K | 0.04% | +256 | New |
| Old Second National Bank of Aurora | 262 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 267 | $39.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 270 | $40.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 280 | $40.0K | 0.02% | +280 | New |
| Pinnacle Bancorp, Inc. | 280 | $41.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 281 | $41.0K | 0.01% | +100+55.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 280 | $41.0K | 0.00% | +160+133.3% | Added |
| Zions Bancorporation, N.A. | 284 | $42.0K | 0.00% | +134+89.3% | Added |
| Oakworth Capital, Inc. | 300 | $44.0K | 0.00% | −80−21.1% | Reduced |
| Avion Wealth | 300 | $44.0K | 0.01% | −25−7.7% | Reduced |
| Cedar Wealth Management, LLC | 300 | $44.0K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 300 | $44.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $44.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $44.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 310 | $45.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 320 | $47.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 331 | $48.0K | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 300 | $48.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 337 | $49.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 338 | $49.0K | 0.01% | +169+100.0% | Added |
| BBVA USA | 340 | $50.0K | 0.00% | −50−12.8% | Reduced |
| South State Corp. | 346 | $51.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 346 | $51.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 354 | $52.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 363 | $53.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 377 | $55.0K | 0.01% | −12−3.1% | Reduced |
| Allworth Financial LP | 390 | $57.0K | 0.00% | −62−13.7% | Reduced |
| JNBA Financial Advisors | 395 | $58.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 397 | $58.1K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 401 | $58.6K | 0.00% | −35−8.0% | Reduced |
| Standard Family Office LLC | 400 | $59.0K | 0.02% | −1,283−76.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 400 | $59.0K | 0.02% | −250−38.5% | Reduced |
| Vigilant Capital Management, LLC | 404 | $59.0K | 0.00% | +22+5.8% | Added |
| Plante Moran Financial Advisors, LLC | 403 | $59.0K | 0.01% | +300+291.3% | Added |
| Gemmer Asset Management LLC | 424 | $62.0K | 0.01% | −64−13.1% | Reduced |
| Compagnie Lombard Odier SCmA | 430 | $62.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 428 | $63.0K | 0.00% | +168+64.6% | Added |
| Simon Quick Advisors, LLC | 447 | $65.0K | 0.02% | +254+131.6% | Added |
| IMA Wealth, Inc. | 452 | $66.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 459 | $67.0K | 0.01% | +102+28.6% | Added |
| AdvisorNet Financial, Inc | 468 | $69.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 480 | $70.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 476 | $70.0K | 0.03% | +34+7.7% | Added |
| Clean Yield Group | 507 | $74.0K | 0.03% | +83+19.6% | Added |
| Creative Financial Designs Inc | 511 | $75.0K | 0.01% | −25−4.7% | Reduced |
| Adirondack Trust Co | 521 | $75.0K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 507 | $75.0K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 528 | $77.0K | 0.01% | −30−5.4% | Reduced |
| Heritage Wealth Advisors | 531 | $77.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 538 | $79.0K | 0.05% | −107−16.6% | Reduced |
| Quadrant Capital Group LLC | 538 | $79.0K | 0.01% | −26−4.6% | Reduced |
| Private Capital Group, LLC | 540 | $79.0K | 0.02% | +65+13.7% | Added |
| Optimum Investment Advisors | 550 | $80.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 557 | $82.0K | 0.01% | −246−30.6% | Reduced |
| North Star Investment Management Corp. | 572 | $84.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 582 | $85.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 592 | $87.0K | 0.01% | +12+2.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 602 | $88.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 600 | $88.0K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 634 | $93.0K | 0.01% | −85−11.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 648 | $95.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 647 | $95.0K | 0.08% | +75+13.1% | Added |
| Smithfield Trust Co | 650 | $96.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 654 | $96.0K | 0.06% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 670 | $98.0K | 0.02% | +137+25.7% | Added |
| Bellevue Asset Management, LLC | 675 | $100.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 699 | $102.0K | 0.00% | +62+9.7% | Added |
| Emfo, LLC | 695 | $102.0K | 0.09% | +195+39.0% | Added |
| TFC Financial Management | 716 | $105.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 759 | $111.0K | 0.02% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 779 | $111.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 774 | $113.0K | 0.00% | −857−52.5% | Reduced |
| Tobam | 772 | $113.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 784 | $114.7K | 0.00% | −220−21.9% | Reduced |
| Deseret Mutual Benefit Administrators | 789 | $116.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 801 | $117.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 800 | $117.0K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 800 | $120.0K | 0.08% | +800 | New |
| Sandy Spring Bank | 857 | $125.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 887 | $130.0K | 0.04% | +6+0.7% | Added |