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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 898 | $131.0K | 0.01% | −50−5.3% | Reduced |
| Ci Investments Inc. | 924 | $135.0K | 0.00% | +924 | New |
| Arlington Partners LLC | 948 | $139.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 960 | $140.0K | 0.09% | 00.0% | Unchanged |
| Truehand, Inc | 966 | $141.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 971 | $142.0K | 0.04% | −18−1.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,063 | $156.0K | 0.03% | +35+3.4% | Added |
| Endurance Wealth Management, Inc. | 1,100 | $161.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,132 | $165.7K | 0.01% | +211+22.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,151 | $168.5K | 0.00% | −4,883−80.9% | Reduced |
| First Horizon Advisors, Inc. | 1,222 | $178.0K | 0.01% | +520+74.1% | Added |
| CNB Bank | 1,231 | $181.0K | 0.11% | −206−14.3% | Reduced |
| Anchor Investment Management, LLC | 1,298 | $190.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,310 | $192.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,355 | $198.0K | 0.03% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,372 | $201.0K | 0.03% | +1,372 | New |
| E Fund Management Co., Ltd. | 1,369 | $201.0K | 0.01% | +1,369 | New |
| Advisors Asset Management, Inc. | 1,377 | $202.0K | 0.00% | −1,985−59.0% | Reduced |
| Martingale Asset Management L P | 1,374 | $202.0K | 0.00% | −88−6.0% | Reduced |
| Montag A & Associates Inc | 1,380 | $202.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,382 | $202.0K | 0.02% | +27+2.0% | Added |
| Charter Trust Co | 1,386 | $203.0K | 0.02% | +35+2.6% | Added |
| Mayfair Advisory Group, LLC | 1,386 | $203.0K | 0.31% | +1,386 | New |
| Appleton Partners Inc | 1,397 | $204.0K | 0.02% | −280−16.7% | Reduced |
| Investment Partners, Ltd. | 1,391 | $204.0K | 0.09% | −49−3.4% | Reduced |
| Bluestein R H & Co | 1,400 | $205.0K | 0.01% | −1,009−41.9% | Reduced |
| Assenagon Asset Management S.A. | 1,399 | $205.0K | 0.00% | +1,399 | New |
| Matrix Private Capital Group LLC | 1,410 | $207.0K | 0.11% | +7+0.5% | Added |
| Edgestream Partners, L.P. | 1,414 | $207.0K | 0.01% | +1,414 | New |
| Geneos Wealth Management Inc. | 1,394 | $208.0K | 0.01% | −10−0.7% | Reduced |
| Stock Yards Bank & Trust Co | 1,431 | $209.0K | 0.01% | −100−6.5% | Reduced |
| Jones Financial Companies LLLP | 1,428 | $209.0K | 0.00% | −103−6.7% | Reduced |
| Horizon Investments, LLC | 1,428 | $209.0K | 0.01% | +75+5.5% | Added |
| Checchi Capital Advisers, LLC | 1,437 | $210.0K | 0.03% | +85+6.3% | Added |
| HBK Sorce Advisory LLC | 1,444 | $211.0K | 0.01% | −84−5.5% | Reduced |
| Greenwood Gearhart Inc | 1,440 | $211.0K | 0.03% | −35−2.4% | Reduced |
| Cambridge Trust Co | 1,468 | $215.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,321 | $215.0K | 0.01% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,474 | $216.0K | 0.03% | −812−35.5% | Reduced |
| Boston Family Office LLC | 1,475 | $216.0K | 0.02% | +27+1.9% | Added |
| First Commonwealth Financial Corp | 1,483 | $217.0K | 0.08% | −150−9.2% | Reduced |
| Guyasuta Investment Advisors Inc | 1,491 | $218.0K | 0.02% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 1,500 | $220.0K | 0.02% | −1,150−43.4% | Reduced |
| Cutler Investment Counsel LLC | 1,504 | $220.0K | 0.03% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,500 | $220.0K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,516 | $222.0K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,530 | $224.0K | 0.01% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,537 | $225.0K | 0.05% | −11−0.7% | Reduced |
| Chiron Capital Management, LLC | 1,540 | $225.0K | 0.16% | +1,540 | New |
| Bragg Financial Advisors, Inc | 1,547 | $226.0K | 0.01% | +50+3.3% | Added |
| HighPoint Advisor Group LLC | 1,568 | $229.0K | 0.02% | −466−22.9% | Reduced |
| Donaldson Capital Management, LLC | 1,573 | $230.0K | 0.01% | 00.0% | Unchanged |
| Cadence Bank NA | 1,570 | $230.0K | 0.07% | 00.0% | Unchanged |
| Balentine LLC | 1,573 | $230.0K | 0.01% | +1,573 | New |
| Abbot Financial Management, Inc. | 1,580 | $231.0K | 0.11% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,596 | $233.6K | 0.02% | −621−28.0% | Reduced |
| Webster Bank, N. A. | 1,602 | $234.0K | 0.03% | 00.0% | Unchanged |
| Homrich & Berg | 1,605 | $235.0K | 0.01% | −222−12.2% | Reduced |
| Brighton Jones LLC | 1,613 | $236.0K | 0.01% | +17+1.1% | Added |
| Ergoteles LLC | 1,619 | $237.0K | 0.01% | +1,619 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,642 | $240.0K | 0.08% | −675−29.1% | Reduced |
| Burney Co | 1,651 | $242.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,658 | $243.0K | 0.05% | −883−34.8% | Reduced |
| Aries Wealth Management | 1,659 | $243.0K | 0.10% | 00.0% | Unchanged |
| Sym Financial Corp | 1,687 | $247.0K | 0.14% | +48+2.9% | Added |
| XR Securities LLC | 1,686 | $247.0K | 0.23% | +1,686 | New |
| 180 Wealth Advisors, LLC | 1,697 | $248.0K | 0.05% | −14−0.8% | Reduced |
| Hall Laurie J Trustee | 1,699 | $249.0K | 0.10% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,707 | $250.0K | 0.01% | +1,707 | New |
| Savant Capital, LLC | 1,716 | $251.0K | 0.01% | +104+6.5% | Added |
| Harbor Advisory Corp | 1,729 | $253.0K | 0.11% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,727 | $254.0K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 1,772 | $260.0K | 0.05% | +302+20.5% | Added |
| Avestar Capital, LLC | 1,783 | $261.0K | 0.05% | +247+16.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,790 | $262.0K | 0.02% | +290+19.3% | Added |
| Regent Investment Management LLC | 1,800 | $263.0K | 0.06% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 1,795 | $263.0K | 0.02% | 00.0% | Unchanged |
| Taylor Wealth Management Partners | 1,799 | $263.0K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,798 | $263.0K | 0.01% | +20+1.1% | Added |
| Thomas White International Ltd | 1,810 | $265.0K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,085 | $268.0K | 0.02% | −12−0.6% | Reduced |
| IFP Advisors, Inc | 1,828 | $268.0K | 0.01% | +592+47.9% | Added |
| United Bank | 1,838 | $269.0K | 0.04% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,840 | $269.0K | 0.07% | +49+2.7% | Added |
| Jaffetilchin Investment Partners, LLC | 1,860 | $272.0K | 0.03% | −2,303−55.3% | Reduced |
| David Loasby | 1,840 | $272.0K | 0.03% | +561+43.9% | Added |
| Ethic Inc. | 1,875 | $274.0K | 0.03% | −392−17.3% | Reduced |
| Certified Advisory Corp | 1,870 | $274.0K | 0.07% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,887 | $276.0K | 0.02% | −785−29.4% | Reduced |
| Armstrong Shaw Associates Inc | 1,900 | $278.0K | 0.24% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,920 | $281.0K | 0.14% | −200−9.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,928 | $282.0K | 0.01% | +90+4.9% | Added |
| Peoples Financial Services Corp. | 1,940 | $284.0K | 0.12% | −80−4.0% | Reduced |
| Qci Asset Management Inc | 1,941 | $284.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,943 | $284.0K | 0.20% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,946 | $285.0K | 0.03% | −5,408−73.5% | Reduced |
| Humankind Investments LLC | 1,963 | $287.0K | 0.13% | +486+32.9% | Added |
| Sentry Investment Management LLC | 1,963 | $287.0K | 0.08% | +1,819+1,263.2% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $293.0K | 0.04% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $293.0K | 0.09% | 00.0% | Unchanged |