Zimmer Biomet Holdings, Inc.

ZBH

Exchange: NYSE
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001136869

SEC filings (opens in a new tab)

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, Q4 2021

Institutional positions in Zimmer Biomet Holdings, Inc. as of Dec 31, 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: 999; +29 vs. Q3 2021
Shares held: 186.6M; +539.2K (+0.3%) vs. Q3 2021
Total value: $23.7B; −$3.53B (−13.0%) vs. Q3 2021
New holders: 139; 320 more added
Sold out: 110; 334 more reduced

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 999 institutions

Value heldQ4 2021: $23.7B

Institutions holding ZBH and their total value by quarter
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, Q4 2021

Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q3 2021.

Institutions holding ZBH in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
CKW Financial Group	10	$0	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	1	$0	0.00%	00.0%	Unchanged
Albion Financial Group	2	$0	0.00%	+2	New
Surevest, LLC	2	$0	0.00%	+2	New
Mach-1 Financial Group, Inc.	5	$0	0.00%	+5	New
WestEnd Advisors, LLC	2	$254	0.00%	–	–
Aspire Private Capital, LLC	5	$1.00K	0.00%	−3,254−99.8%	Reduced
Toth Financial Advisory Corp	10	$1.00K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	10	$1.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	4	$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
Carolinas Wealth Consulting LLC	5	$1.00K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	5	$1.00K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	10	$1.00K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	5	$1.00K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	3	$1.00K	0.00%	−3−50.0%	Reduced
Core Alternative Capital	8	$1.00K	0.00%	+8	New
KB Financial Partners, LLC	9	$1.00K	0.00%	+9	New
Schubert & Co	9	$1.00K	0.00%	+9	New
Gould Capital, LLC	10	$1.00K	0.00%	+10	New
BDO Wealth Advisors, LLC	18	$2.00K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	12	$2.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	13	$2.00K	0.00%	+13	New
Elmwood Wealth Management, Inc.	13	$2.00K	0.00%	+13	New
West Paces Advisors Inc.	18	$2.29K	0.00%	−50−73.5%	Reduced
Raffa Wealth Management, LLC	18	$2.29K	0.00%	00.0%	Unchanged
PFS Partners, LLC	21	$2.62K	0.00%	+21	New
Stephenson National Bank & Trust	27	$3.00K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	24	$3.00K	0.00%	00.0%	Unchanged
Sageworth Trust Co	20	$3.00K	0.00%	00.0%	Unchanged
Freedman Financial Associates, Inc.	20	$3.00K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	25	$3.00K	0.00%	+25	New
Confluence Wealth Services, Inc.	25	$3.00K	0.00%	+25	New
Comprehensive Financial Consultants Institutional, Inc.	26	$3.00K	0.00%	+26	New
Moisand Fitzgerald Tamayo, LLC	33	$4.00K	0.00%	00.0%	Unchanged
Cribstone Capital Management, LLC	30	$4.00K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	34	$4.00K	0.00%	+24+240.0%	Added
Chilton Capital Management LLC	30	$4.00K	0.00%	+30	New
Ahrens Investment Partners LLC	28	$4.00K	0.00%	+28	New
Sierra Capital LLC	35	$4.00K	0.00%	+35	New
Hoese & Co LLP	30	$4.00K	0.00%	+30	New
Annapolis Financial Services, LLC	29	$4.00K	0.00%	+29	New
CoreCap Advisors, LLC	34	$4.00K	0.00%	+34	New
Dixon Hughes Goodman Wealth Advisors LLC	35	$4.00K	0.00%	+35	New
Capital Analysts, LLC	42	$5.00K	0.00%	−91−68.4%	Reduced
Charter Oak Capital Management, LLC	43	$5.00K	0.00%	−52−54.7%	Reduced
Hudock, Inc.	47	$5.00K	0.00%	−9−16.1%	Reduced
Proffitt & Goodson Inc	43	$5.00K	0.00%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	40	$5.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$5.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	40	$5.00K	0.00%	00.0%	Unchanged
First Financial Corp	37	$5.00K	0.00%	00.0%	Unchanged
Ellis Investment Partners, LLC	40	$5.00K	0.00%	+40	New
Cassady Schiller Wealth Management, LLC	43	$5.00K	0.00%	+43	New
Tilia Fiduciary Partners, Inc.	40	$5.00K	0.00%	+40	New
Caldwell Trust Co	40	$5.08K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	42	$5.34K	0.00%	00.0%	Unchanged
Field & Main Bank	50	$6.00K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	46	$6.00K	0.01%	+36+360.0%	Added
Tradition Wealth Management, LLC	56	$7.00K	0.00%	−129−69.7%	Reduced
Carroll Investors, Inc	62	$7.00K	0.00%	+62	New
BerganKDV Wealth Management, LLC	65	$8.00K	0.00%	−245−79.0%	Reduced
Leelyn Smith, LLC	66	$8.00K	0.00%	00.0%	Unchanged
Crescent Capital Consulting, LLC	60	$8.00K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	63	$8.00K	0.00%	+30+90.9%	Added
Northwest Investment Counselors, LLC	66	$8.00K	0.00%	+66	New
Wolff Wiese Magana LLC	72	$9.00K	0.01%	−45−38.5%	Reduced
PrairieView Partners, LLC	73	$9.00K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	69	$9.00K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	68	$9.00K	0.00%	+42+161.5%	Added
McIlrath & Eck, LLC	81	$10.0K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	83	$10.0K	0.00%	00.0%	Unchanged
TAP Consulting, LLC	82	$10.0K	0.00%	+82	New
Proequities, Inc.	90	$11.0K	0.00%	−78−46.4%	Reduced
Earnest Partners LLC	90	$11.0K	0.00%	00.0%	Unchanged
Cornerstone Advisory, LLC	90	$11.0K	0.00%	+90	New
Baron Financial Group, LLC	90	$11.4K	0.01%	00.0%	Unchanged
Financial Enhancement Group LLC	95	$12.0K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	87	$12.0K	0.00%	−6−6.5%	Reduced
Capital Advisors, Ltd. LLC	95	$12.0K	0.00%	+95	New
NVWM, LLC	100	$13.0K	0.00%	−29−22.5%	Reduced
Kings Point Capital Management	100	$13.0K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	103	$13.0K	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	102	$13.0K	0.00%	00.0%	Unchanged
Trust Co	100	$13.0K	0.00%	00.0%	Unchanged
First Personal Financial Services	100	$13.0K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	100	$13.0K	0.00%	−5−4.8%	Reduced
PFG Private Wealth Management, LLC	104	$13.0K	0.01%	00.0%	Unchanged
Future Financial Wealth Managment LLC	100	$13.0K	0.01%	+100	New
Zullo Investment Group, Inc.	105	$13.0K	0.01%	+105	New
Financial Perspectives, Inc	105	$13.3K	0.01%	00.0%	Unchanged
Key Financial Inc	108	$14.0K	0.01%	00.0%	Unchanged
Corsicana & Co.	111	$14.0K	0.01%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	109	$14.0K	0.00%	+97+808.3%	Added
Seldon Capital LP	107	$14.0K	0.01%	+107	New
Loomis Sayles & Co L P	120	$15.0K	0.00%	−16−11.8%	Reduced
Northern Oak Wealth Management Inc	120	$15.0K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	120	$15.0K	0.02%	00.0%	Unchanged
Crewe Advisors LLC	120	$15.0K	0.00%	00.0%	Unchanged