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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 144 | $21.0K | 0.01% | +144 | 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 |
| 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 |
| 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 |
| 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 |
| Key Financial Inc | 108 | $16.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 111 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 105 | $15.4K | 0.01% | 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 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 |
| Baron Financial Group, LLC | 90 | $13.2K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 90 | $13.0K | 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 |
| PrairieView Partners, LLC | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| West Paces Advisors Inc. | 68 | $9.95K | 0.00% | −7−9.3% | Reduced |
| Crescent Capital Consulting, LLC | 60 | $9.00K | 0.00% | −23−27.7% | Reduced |
| Hudock, Inc. | 56 | $8.00K | 0.00% | +47+522.2% | Added |
| Bollard Group LLC | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 42 | $6.28K | 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 |
| Caldwell Trust Co | 40 | $5.85K | 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 18 | $2.63K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Exane Derivatives | 2 | $293 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $292 | 0.00% | – | – |
| Eagle Bay Advisors LLC | 6 | $0 | 0.00% | +3+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,014,954−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −380,389−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −338,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −283,644−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −237,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −231,541−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −215,144−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −183,869−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −170,885−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −104,621−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −78,470−100.0% | Sold out |
| Bridger Management, LLC | 0 | $0 | 0.00% | −74,670−100.0% | Sold out |
| Stack Financial Management, Inc | 0 | $0 | 0.00% | −68,571−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −52,066−100.0% | Sold out |