Skip to main content

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.

Q4 2021 vs. Q3 2021

How the institutions holding Zimmer Biomet Holdings, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of ZBH: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders98515999+29
Shares186.3M281.1K186.6M+539.2K (+0.3%)
Value$27.3B$41.1M$23.7B−$3.53B (−13.0%)

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (139)

Institutions that held Zimmer Biomet Holdings, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 139 by value.

Institutions new to ZBH in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC1,794,927$228.0M0.25%
Wafra Inc.430,371$54.7M1.73%
Causeway Capital Management LLC241,863$30.7M0.68%
Clearbridge Investments, LLC141,711$18.0M0.01%
Polar Capital Holdings Plc130,936$16.6M0.09%
Two Sigma Investments, LP127,797$16.2M0.04%
Schonfeld Strategic Advisors LLC113,666$14.4M0.14%
Easterly Investment Partners LLC88,973$11.3M0.82%
Balyasny Asset Management LLC88,753$11.3M0.05%
NorthCrest Asset Manangement, LLC53,971$6.86M0.38%
Duality Advisers, LP51,634$6.56M0.71%
Sequoia Financial Advisors, LLC46,966$5.97M0.16%
Pavadi Capital LLC46,364$5.89M4.47%
Sivik Global Healthcare LLC42,500$5.40M2.31%
DSC Advisors, L.P.40,554$5.15M5.95%
B. Metzler seel. Sohn & Co. AG40,058$5.14M0.07%
Yousif Capital Management, LLC34,812$4.42M0.05%
Fairview Capital Investment Management, LLC22,736$2.89M0.18%
Ardent Capital Management, Inc.16,622$2.11M1.40%
Beaumont Asset Management, L.L.C.15,212$1.93M1.29%
Gotham Asset Management, LLC14,913$1.90M0.06%
Horizon Wealth Management, LLC14,371$1.83M0.53%
Aquila Investment Management LLC13,000$1.65M0.80%
Point72 Hong Kong Ltd12,808$1.63M0.14%
First Community Trust NA11,045$1.40M1.16%
CWM, LLC9,321$1.18M0.01%
Centiva Capital, LP9,227$1.17M0.08%
Waldron Private Wealth LLC9,101$1.16M0.06%
Group One Trading, L.P.8,605$1.09M0.02%
Quadrature Capital Ltd8,335$1.06M0.06%
Cowen and Company, LLC8,310$1.06M0.10%
Oak Thistle LLC8,228$1.04M0.81%
Capitolis Advisors LLC8,164$1.04M0.01%
National Bank of Canada7,715$981.0K0.00%
Impax Asset Management Group plc7,074$898.0K0.00%
Mill Capital Management, LLC6,771$860.0K0.09%
Pictet North America Advisors SA6,112$776.0K0.08%
First Foundation Advisors5,931$753.0K0.03%
Missouri Trust & Investment Co5,661$719.0K0.42%
Insight Inv LLC5,530$704.0K0.65%
Desjardins Global Asset Management Inc.5,227$664.0K0.06%
C2C Wealth Management, LLC5,151$655.0K0.09%
Verition Fund Management LLC4,450$565.0K0.01%
Apollon Wealth Management, LLC4,366$554.0K0.04%
Bridgefront Capital, LLC4,204$534.0K0.52%
Rodgers Brothers Inc.4,166$529.0K0.09%
Financial Advisory Corp3,679$467.0K0.22%
AXS Investments LLC3,669$466.0K0.11%
Gsa Capital Partners LLP3,530$448.0K0.06%
Schechter Investment Advisors, LLC3,453$439.0K0.04%
GWM Advisors LLC3,104$394.0K0.01%
FORA Capital, LLC3,028$385.0K0.15%
Symmetry Investments LP3,000$381.0K0.20%
Jupiter Wealth Management LLC3,000$381.0K0.20%
MQS Management LLC2,994$380.0K0.61%
Basepoint Wealth LLC2,962$376.3K0.37%
NuWave Investment Management, LLC2,724$346.0K0.39%
Modera Wealth Management, LLC2,644$336.0K0.01%
Riverwater Partners LLC2,567$326.0K0.29%
Wahed Invest LLC2,497$317.0K0.18%
Shelton Wealth Management, LLC2,492$317.0K0.25%
Forum Financial Management, LP2,408$306.0K0.02%
Citizens Business Bank2,348$298.0K0.04%
City State Bank2,234$284.0K0.18%
Tyler-Stone Wealth Management2,100$267.0K0.14%
Willner & Heller, LLC1,774$260.0K0.35%
Coldstream Capital Management Inc2,008$255.0K0.01%
Hodges Capital Management Inc.1,900$241.0K0.02%
Householder Group Estate & Retirement Specialist, LLC1,849$235.0K0.09%
Gateway Investment Advisers LLC1,824$232.0K0.00%
Metis Global Partners, LLC1,824$232.0K0.06%
Lido Advisors, LLC1,787$227.0K0.00%
Avantax Advisory Services, Inc.1,780$226.0K0.00%
Washington Trust Bank1,658$211.0K0.02%
Pearl River Capital, LLC1,649$209.0K0.06%
Dixon Hubard Feinour & Brown Inc1,626$207.0K0.02%
Western Wealth Management, LLC1,607$205.0K0.02%
Knuff & Co LLC1,600$203.0K0.06%
Clear Creek Financial Management, LLC1,590$202.0K0.03%
MBB Public Markets I LLC1,584$201.0K0.00%
TD Waterhouse Canada Inc.1,414$195.3K0.00%
Rise Advisors, LLC1,482$188.2K0.18%
Brown, Lisle/Cummings, Inc.1,125$142.9K0.07%
Curi Capital997$126.0K0.02%
Castleview Partners, LLC13,212$104.0K0.00%
AIA Group Ltd783$99.0K0.00%
EverSource Wealth Advisors, LLC731$92.0K0.03%
Itau Unibanco Holding S.A.595$76.0K0.00%
Mystic Asset Management, Inc.600$76.0K0.04%
Richwood Investment Advisors, LLC542$69.0K0.06%
Retirement Planning Co of New England, Inc.450$57.0K0.03%
Washington Trust Advisors, Inc.446$57.0K0.00%
Quent Capital, LLC452$57.0K0.01%
Covestor Ltd438$56.0K0.08%
CVA Family Office, LLC380$48.0K0.01%
Beaird Harris Wealth Management, LLC307$39.0K0.01%
Benjamin Edwards Inc269$34.0K0.01%
Paragon Capital Management Ltd268$34.0K0.01%
Masso Torrence Wealth Management Inc.268$34.0K0.02%
FSB Premier Wealth Management, Inc.262$33.0K0.01%

Sold out (110)

Institutions that held Zimmer Biomet Holdings, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Showing the largest 100 of 110 by value.

Institutions that sold out of ZBH in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Ceredex Value Advisors LLC1,122,383$164.5M
Third Point LLCSuperinvestorThird Point900,000$131.7M
Alleghany Corp564,540$82.6M
Lord, Abbett & Co. LLC485,259$71.0M
HealthCor Management, L.P.330,590$48.4M
FIL Ltd283,538$41.5M
Eminence Capital, LP162,061$23.7M
TCW Group Inc149,677$21.9M
Point72 Asset Management, L.P.131,100$19.2M
Sectoral Asset Management Inc88,200$12.9M
ClariVest Asset Management LLC65,225$9.55M
Pura Vida Investments, LLC65,000$9.51M
AMP Capital Investors Ltd61,639$9.02M
Integral Health Asset Management, LLC60,000$8.78M
Clough Capital Partners L P54,770$8.02M
Walleye Capital LLC49,603$7.26M
Crestline Management, LP18,841$2.76M
Intrinsic Edge Capital Management LLC17,600$2.58M
Cornercap Investment Counsel Inc14,428$2.11M
Brookfield Asset Management Inc.14,009$2.05M
Alerus Financial NA13,218$1.94M
Prosight Management, LP13,000$1.90M
Caption Management, LLC12,400$1.81M
K2 Principal Fund, L.P.11,200$1.64M
Achmea Investment Management B.V.10,818$1.58M
Winton Group Ltd10,012$1.47M
Stableford Capital II LLC8,897$1.30M
Enterprise Financial Services Corp8,718$1.28M
Aaron Wealth Advisors7,389$1.08M
Roundview Capital LLC6,705$981.0K
Ossiam6,456$945.0K
Strategic Investment Advisors5,477$802.0K
Pantheon Investment Group, LLC5,441$795.0K
Seelaus Asset Management LLC5,272$772.0K
Sepio Capital, LP5,125$750.0K
JB Capital LLC5,099$746.0K
Connacht Asset Management LP4,973$728.0K
Quantbot Technologies LP4,314$631.0K
Cohen Klingenstein LLC4,160$609.0K
Hobart Private Capital, LLC4,152$607.7K
Hennion & Walsh Asset Management, Inc.4,108$601.0K
Fairfield, Bush & Co.4,000$585.0K
New England Research & Management, Inc.3,533$517.0K
Wellington Management Group LLP3,158$462.0K
Los Angeles Capital Management LLC3,100$454.0K
55I, LLC2,963$434.0K
Taylor, Cottrill, Erickson & Associates, Inc.2,713$397.0K
Natixis2,655$389.0K
Neo Ivy Capital Management3,016$360.0K
Global Retirement Partners, LLC2,436$357.0K
Gyon Technologies Capital Management, LP2,255$330.0K
Centaurus Financial, Inc.2,251$329.0K
O'Shaughnessy Asset Management, LLC1,928$282.0K
Jaffetilchin Investment Partners, LLC1,860$272.0K
David Loasby1,840$272.0K
Taylor Wealth Management Partners1,799$263.0K
Wealthspire Advisors, LLC1,707$250.0K
180 Wealth Advisors, LLC1,697$248.0K
XR Securities LLC1,686$247.0K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,642$240.0K
Ergoteles LLC1,619$237.0K
Cadence Bank NA1,570$230.0K
Balentine LLC1,573$230.0K
Douglass Winthrop Advisors, LLC1,530$224.0K
Alpine Woods Capital Investors, LLC1,500$220.0K
Cutler Investment Counsel LLC1,504$220.0K
Palisade Asset Management, LLC1,500$220.0K
Guyasuta Investment Advisors Inc1,491$218.0K
First Commonwealth Financial Corp1,483$217.0K
Hengehold Capital Management LLC1,474$216.0K
Simplex Trading, LLC1,321$215.0K
Greenwood Gearhart Inc1,440$211.0K
Checchi Capital Advisers, LLC1,437$210.0K
Horizon Investments, LLC1,428$209.0K
Matrix Private Capital Group LLC1,410$207.0K
Bluestein R H & Co1,400$205.0K
Investment Partners, Ltd.1,391$204.0K
Appleton Partners Inc1,397$204.0K
Charter Trust Co1,386$203.0K
Martingale Asset Management L P1,374$202.0K
Advisors Asset Management, Inc.1,377$202.0K
Campbell Wealth Management1,372$201.0K
E Fund Management Co., Ltd.1,369$201.0K
Systematic Alpha Investments, LLC779$111.0K
Sterling Financial Planning, Inc.654$96.0K
Jackson, Grant Investment Advisers, Inc.602$88.0K
Bay Harbor Wealth Management, LLC476$70.0K
CX Institutional459$67.0K
Evolution Wealth Advisors, LLC338$49.0K
Firestone Capital Management300$48.0K
Cedar Wealth Management, LLC300$44.0K
Herold Advisors, Inc.280$40.0K
US Asset Management LLC256$37.0K
Lloyd Advisory Services, LLC.220$32.0K
Jacobi Capital Management LLC150$22.0K
GeoWealth Management, LLC145$21.0K
Arkadios Wealth Advisors145$21.0K
Dark Forest Capital Management LP142$21.0K
D'Orazio & Associates, Inc.137$20.0K
Gerber Kawasaki Wealth & Investment Management120$17.0K

Not filed for Q4 2021 yet (15)

Institutions that held Zimmer Biomet Holdings, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ZBH in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.216,416$31.7M
Three Peaks Capital Management, LLC28,890$4.23M
Security National Trust Co13,598$2.19M
World Asset Management Inc4,774$699.0K
B. Metzler seel. Sohn & Co. Holding AG3,186$466.0K
Fma Advisory Inc2,287$335.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,274$332.8K
Qci Asset Management Inc1,941$284.0K
Alexandria Capital, LLC1,795$263.0K
Homrich & Berg1,605$235.0K
HighPoint Advisor Group LLC1,568$229.0K
Berman Capital Advisors, LLC670$98.0K
BBVA USA340$50.0K
Wealth Quarterback LLC1,547$35.0K
Sonora Investment Management, LLC186$27.0K