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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 3,342 | $490.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,322 | $491.0K | 0.02% | +10.0% | Added |
| First National Bank & Trust Co of Newtown | 3,365 | $493.0K | 0.10% | −10−0.3% | Reduced |
| Carroll Financial Associates, Inc. | 3,397 | $497.0K | 0.03% | −5−0.1% | Reduced |
| Kanawha Capital Management LLC | 3,402 | $498.0K | 0.05% | −500−12.8% | Reduced |
| Independent Advisor Alliance | 3,401 | $498.0K | 0.03% | −14−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,460 | $506.0K | 0.23% | +988+40.0% | Added |
| Harbor Investment Advisory, LLC | 3,458 | $506.0K | 0.07% | +1,537+80.0% | Added |
| Neville Rodie & Shaw Inc | 3,500 | $512.0K | 0.04% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 3,500 | $512.0K | 0.07% | +3,500 | New |
| Diligent Investors, LLC | 3,200 | $515.0K | 0.18% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,533 | $517.0K | 0.27% | +1,308+58.8% | Added |
| JustInvest LLC | 3,588 | $525.0K | 0.05% | +411+12.9% | Added |
| Ballentine Partners, LLC | 3,628 | $531.0K | 0.02% | +4+0.1% | Added |
| Cobblestone Capital Advisors LLC | 3,634 | $532.0K | 0.04% | 00.0% | Unchanged |
| Sun Life Financial INC | 3,684 | $539.0K | 0.03% | +865+30.7% | Added |
| McMorgan & Co LLC | 3,712 | $543.0K | 0.11% | +3,712 | New |
| Parallax Volatility Advisers, L.P. | 3,717 | $544.0K | 0.01% | +1,981+114.1% | Added |
| STRS Ohio | 3,726 | $545.0K | 0.00% | −8,934−70.6% | Reduced |
| Berkshire Bank | 3,793 | $555.0K | 0.14% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 3,799 | $556.0K | 0.20% | +3,799 | New |
| Versor Investments LP | 3,800 | $556.0K | 0.02% | +3,800 | New |
| Advisor Partners LLC | 3,845 | $563.0K | 0.04% | −676−15.0% | Reduced |
| Janney Capital Management LLC | 3,861 | $565.0K | 0.04% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 3,923 | $574.0K | 0.41% | +1,493+61.4% | Added |
| Intrust Bank NA | 3,944 | $578.0K | 0.08% | −729−15.6% | Reduced |
| Fairfield, Bush & Co. | 4,000 | $585.0K | 0.19% | −6,242−60.9% | Reduced |
| Community Bank, N.A. | 4,000 | $585.0K | 0.07% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,000 | $585.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 4,024 | $589.0K | 0.01% | +259+6.9% | Added |
| Ferguson Wellman Capital Management, Inc | 4,067 | $595.0K | 0.02% | −50−1.2% | Reduced |
| Squarepoint Ops LLC | 4,074 | $596.0K | 0.00% | −44,401−91.6% | Reduced |
| Westside Investment Management, Inc. | 4,081 | $597.0K | 0.01% | −115−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,108 | $601.0K | 0.03% | −344−7.7% | Reduced |
| Center for Financial Planning, Inc. | 4,110 | $602.0K | 0.15% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,116 | $602.0K | 0.02% | +34+0.8% | Added |
| Brinker Capital Investments, LLC | 3,761 | $605.0K | 0.01% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,166 | $607.0K | 0.44% | +311+8.1% | Added |
| Hobart Private Capital, LLC | 4,152 | $607.7K | 0.24% | −48−1.1% | Reduced |
| Cohen Klingenstein LLC | 4,160 | $609.0K | 0.03% | −5,025−54.7% | Reduced |
| Pflug Koory, LLC | 4,160 | $609.0K | 0.33% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,175 | $611.0K | 0.03% | +4,175 | New |
| Meridian Investment Counsel Inc. | 4,222 | $618.0K | 0.22% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,232 | $619.0K | 0.04% | −98−2.3% | Reduced |
| Lee Danner & Bass Inc | 4,226 | $619.0K | 0.06% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,227 | $619.0K | 0.12% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,228 | $619.0K | 0.43% | +40+1.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 4,250 | $622.0K | 0.07% | −200−4.5% | Reduced |
| 44 Wealth Management LLC | 4,291 | $628.0K | 0.24% | −11−0.3% | Reduced |
| Quantbot Technologies LP | 4,314 | $631.0K | 0.05% | −5,455−55.8% | Reduced |
| Massmutual Trust Co FSB | 4,357 | $638.0K | 0.03% | +7+0.2% | Added |
| Cim Investment Mangement Inc | 4,370 | $640.0K | 0.20% | −26−0.6% | Reduced |
| Probity Advisors, Inc. | 4,372 | $640.0K | 0.13% | +46+1.1% | Added |
| Cresset Asset Management, LLC | 4,366 | $640.0K | 0.01% | +461+11.8% | Added |
| Murphy Pohlad Asset Management LLC | 4,400 | $643.0K | 0.26% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,440 | $650.0K | 0.00% | −734−14.2% | Reduced |
| Choate Investment Advisors | 4,454 | $652.0K | 0.04% | −125−2.7% | Reduced |
| Glenview Trust Co | 4,476 | $655.0K | 0.03% | +397+9.7% | Added |
| Financial Network Wealth Management LLC | 4,490 | $657.0K | 0.38% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4,500 | $659.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 4,517 | $661.0K | 0.09% | +566+14.3% | Added |
| Farmers & Merchants Investments Inc | 4,555 | $667.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,560 | $667.4K | 0.11% | +150+3.4% | Added |
| Aj Wealth Strategies, LLC | 4,640 | $679.0K | 0.04% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 4,698 | $688.0K | 0.22% | −2,895−38.1% | Reduced |
| Alpha Paradigm Partners, LLC | 4,715 | $690.0K | 0.28% | +4,715 | New |
| Segall Bryant & Hamill, LLC | 4,724 | $691.0K | 0.01% | +23+0.5% | Added |
| World Asset Management Inc | 4,774 | $699.0K | 0.07% | −289−5.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,777 | $699.0K | 0.15% | +65+1.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,776 | $699.0K | 0.30% | +1,014+27.0% | Added |
| MainStreet Investment Advisors LLC | 4,836 | $707.0K | 0.07% | +44+0.9% | Added |
| OPSEU Pension Plan Trust Fund | 4,767 | $711.0K | 0.18% | −51−1.1% | Reduced |
| Whittier Trust Co | 4,884 | $715.0K | 0.01% | −465−8.7% | Reduced |
| Kestra Private Wealth Services, LLC | 4,897 | $717.0K | 0.04% | +204+4.3% | Added |
| Karpas Strategies, LLC | 4,960 | $723.0K | 0.24% | 00.0% | Unchanged |
| Connacht Asset Management LP | 4,973 | $728.0K | 0.83% | −2,008−28.8% | Reduced |
| Haverford Trust Co | 5,029 | $736.0K | 0.01% | −25−0.5% | Reduced |
| Davenport & Co LLC | 5,049 | $739.0K | 0.01% | +1,524+43.2% | Added |
| Vident Investment Advisory, LLC | 5,067 | $742.0K | 0.02% | +2,490+96.6% | Added |
| JB Capital LLC | 5,099 | $746.0K | 0.10% | +5,099 | New |
| Sepio Capital, LP | 5,125 | $750.0K | 0.06% | −22,946−81.7% | Reduced |
| Stratos Wealth Advisors, LLC | 5,192 | $760.0K | 0.06% | −169−3.2% | Reduced |
| Gofen & Glossberg LLC | 5,209 | $762.0K | 0.02% | −236−4.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,231 | $766.0K | 0.08% | −195−3.6% | Reduced |
| Seelaus Asset Management LLC | 5,272 | $772.0K | 0.45% | +5,272 | New |
| Bradley Foster & Sargent Inc | 5,318 | $778.0K | 0.02% | +20.0% | Added |
| Leonteq Securities AG | 5,376 | $786.8K | 0.04% | +1,063+24.6% | Added |
| Portland Hill Asset Management Ltd | 5,397 | $789.0K | 0.52% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,397 | $790.0K | 0.03% | +368+7.3% | Added |
| Pantheon Investment Group, LLC | 5,441 | $795.0K | 0.68% | +176+3.3% | Added |
| Cetera Investment Advisers | 5,446 | $797.0K | 0.01% | +123+2.3% | Added |
| Strategic Investment Advisors | 5,477 | $802.0K | 0.18% | +762+16.2% | Added |
| We Are One Seven, LLC | 5,610 | $803.0K | 0.10% | +697+14.2% | Added |
| Redpoint Investment Management Pty Ltd | 5,490 | $804.0K | 0.07% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 5,510 | $806.0K | 0.02% | −1,156−17.3% | Reduced |
| TD Private Client Wealth LLC | 5,569 | $815.1K | 0.03% | −154−2.7% | Reduced |
| Vontobel Holding Ltd. | 5,577 | $816.0K | 0.01% | +2,644+90.1% | Added |
| Busey Wealth Management | 5,617 | $822.0K | 0.03% | +91+1.6% | Added |
| Curbstone Financial Management Corp | 5,618 | $822.0K | 0.15% | +200+3.7% | Added |
| GAM Holding AG | 5,648 | $827.0K | 0.04% | +20.0% | Added |