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 |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 670 | $98.0K | 0.02% | +137+25.7% | Added |
| Smithfield Trust Co | 650 | $96.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 654 | $96.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Salem Investment Counselors Inc | 634 | $93.0K | 0.01% | −85−11.8% | Reduced |
| 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 |
| NEXT Financial Group, Inc | 592 | $87.0K | 0.01% | +12+2.1% | Added |
| FourThought Financial, LLC | 582 | $85.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 572 | $84.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 557 | $82.0K | 0.01% | −246−30.6% | Reduced |
| Optimum Investment Advisors | 550 | $80.0K | 0.03% | 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 |
| Heritage Wealth Advisors | 531 | $77.7K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 528 | $77.0K | 0.01% | −30−5.4% | Reduced |
| 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 |
| Clean Yield Group | 507 | $74.0K | 0.03% | +83+19.6% | Added |
| 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 |
| AdvisorNet Financial, Inc | 468 | $69.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 459 | $67.0K | 0.01% | +102+28.6% | Added |
| IMA Wealth, Inc. | 452 | $66.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 447 | $65.0K | 0.02% | +254+131.6% | Added |
| Assetmark, Inc | 428 | $63.0K | 0.00% | +168+64.6% | 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 401 | $58.6K | 0.00% | −35−8.0% | Reduced |
| Glen Eagle Advisors, LLC | 397 | $58.1K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 395 | $58.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 390 | $57.0K | 0.00% | −62−13.7% | Reduced |
| Sound Income Strategies, LLC | 377 | $55.0K | 0.01% | −12−3.1% | Reduced |
| Institutional & Family Asset Management, LLC | 363 | $53.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 354 | $52.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| BBVA USA | 340 | $50.0K | 0.00% | −50−12.8% | Reduced |
| 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 |
| Carmichael Hill & Associates, Inc. | 331 | $48.0K | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 300 | $48.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 320 | $47.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 310 | $45.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Zions Bancorporation, N.A. | 284 | $42.0K | 0.00% | +134+89.3% | Added |
| 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 |
| Larson Financial Group LLC | 270 | $40.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 280 | $40.0K | 0.02% | +280 | New |
| Sugarloaf Wealth Management, LLC | 267 | $39.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 262 | $38.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Wealth Quarterback LLC | 1,547 | $35.0K | 0.02% | +1,298+521.3% | Added |
| Private Ocean, LLC | 230 | $34.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lloyd Advisory Services, LLC. | 220 | $32.0K | 0.02% | −2−0.9% | Reduced |
| Burleson & Company, LLC | 211 | $31.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Focused Wealth Management, Inc | 176 | $26.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 173 | $25.3K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 168 | $25.0K | 0.00% | +42+33.3% | Added |
| 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 |
| Winch Advisory Services, LLC | 159 | $23.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 157 | $23.0K | 0.00% | +157 | 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 |
| 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 |