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.

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
Q1 2021: 1,031 institutionsQ2 2021: 1,018 institutionsQ3 2021: 985 institutionsQ4 2021: 999 institutionsQ1 2022: 979 institutionsQ2 2022: 958 institutionsQ3 2022: 921 institutionsQ4 2022: 979 institutionsQ1 2023: 998 institutionsQ2 2023: 1,034 institutionsQ3 2023: 1,019 institutionsQ4 2023: 1,034 institutionsQ1 2024: 1,015 institutionsQ2 2024: 1,012 institutionsQ3 2024: 989 institutionsQ4 2024: 1,033 institutionsQ1 2025: 1,006 institutionsQ2 2025: 939 institutionsQ3 2025: 970 institutionsQ4 2025: 950 institutionsQ1 2026: 919 institutionsQ2 2026: 913 institutions
Value heldQ4 2021: $23.7B
Q1 2021: $29.9BQ2 2021: $30.1BQ3 2021: $27.3BQ4 2021: $23.7BQ1 2022: $24.4BQ2 2022: $19.8BQ3 2022: $19.6BQ4 2022: $23.8BQ1 2023: $23.9BQ2 2023: $26.9BQ3 2023: $20.6BQ4 2023: $22.2BQ1 2024: $24.5BQ2 2024: $20.2BQ3 2024: $19.6BQ4 2024: $19.3BQ1 2025: $21.0BQ2 2025: $17.6BQ3 2025: $18.9BQ4 2025: $17.9BQ1 2026: $17.4BQ2 2026: $17.1B
Institutions holding ZBH and their total value by quarter
QuarterHoldersValue
Q2 2026913$17.1B
Q1 2026919$17.4B
Q4 2025950$17.9B
Q3 2025970$18.9B
Q2 2025939$17.6B
Q1 20251,006$21.0B
Q4 20241,033$19.3B
Q3 2024989$19.6B
Q2 20241,012$20.2B
Q1 20241,015$24.5B
Q4 20231,034$22.2B
Q3 20231,019$20.6B
Q2 20231,034$26.9B
Q1 2023998$23.9B
Q4 2022979$23.8B
Q3 2022921$19.6B
Q2 2022958$19.8B
Q1 2022979$24.4B
Q4 2021999$23.7B
Q3 2021985$27.3B
Q2 20211,018$30.1B
Q1 20211,031$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
InstitutionSharesValue% of portfolioChange in sharesAction
HHM Wealth Advisors, LLC119$15.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.115$15.0K0.00%00.0%Unchanged
Signet Financial Management, LLC120$15.0K0.00%+120New
Sage Private Wealth Group, LLC126$16.0K0.02%00.0%Unchanged
Fortitude Advisory Group L.L.C.126$16.0K0.01%+126New
Institutional & Family Asset Management, LLC136$17.0K0.00%−227−62.5%Reduced
Legacy Bridge, LLC135$17.0K0.01%+135New
Total Clarity Wealth Management, Inc.144$18.0K0.01%00.0%Unchanged
Addison Advisors LLC140$18.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.149$19.0K0.00%−135−47.5%Reduced
Hanson & Doremus Investment Management153$19.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.152$19.0K0.00%+12+8.6%Added
Glassman Wealth Services157$20.0K0.00%−9−5.4%Reduced
Winch Advisory Services, LLC159$20.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC165$21.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA165$21.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.169$21.0K0.02%+169New
Focused Wealth Management, Inc176$22.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC177$23.0K0.00%−226−56.1%Reduced
Valley National Advisers Inc188$24.0K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC191$24.0K0.01%00.0%Unchanged
Gradient Investments LLC185$24.0K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC189$24.0K0.00%+37+24.3%Added
Simon Quick Advisors, LLC193$25.0K0.01%−254−56.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC200$25.0K0.00%−80−28.6%Reduced
First PREMIER Bank200$25.0K0.01%00.0%Unchanged
Stephens Consulting, LLC200$25.4K0.02%+200New
Amplius Wealth Advisors, LLC206$26.0K0.00%+206New
Burleson & Company, LLC211$27.0K0.00%00.0%Unchanged
Allworth Financial LP224$28.0K0.00%−166−42.6%Reduced
Ritter Daniher Financial Advisory, LLC224$28.0K0.02%00.0%Unchanged
Widmann Financial Services, Inc.224$28.0K0.02%+224New
Private Ocean, LLC230$29.0K0.00%00.0%Unchanged
M&R Capital Management Inc230$29.0K0.01%00.0%Unchanged
Evoke Wealth, LLC226$29.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton480$31.0K0.01%00.0%Unchanged
Tompkins Financial Corp245$31.0K0.01%00.0%Unchanged
High Net Worth Advisory Group LLC246$31.0K0.01%+246New
Oakworth Capital, Inc.250$32.0K0.00%−50−16.7%Reduced
Thompson Siegel & Walmsley LLC251$32.0K0.00%00.0%Unchanged
Covington Capital Management253$32.0K0.00%00.0%Unchanged
Asset Dedication, LLC250$32.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC255$32.0K0.01%00.0%Unchanged
FSB Premier Wealth Management, Inc.262$33.0K0.01%+262New
Sugarloaf Wealth Management, LLC267$34.0K0.01%00.0%Unchanged
Benjamin Edwards Inc269$34.0K0.01%+269New
Paragon Capital Management Ltd268$34.0K0.01%+268New
Masso Torrence Wealth Management Inc.268$34.0K0.02%+268New
Tradewinds Capital Management, LLC281$36.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.280$36.0K0.01%00.0%Unchanged
Red Cedar Capital, LLC300$38.0K0.02%00.0%Unchanged
Avion Wealth300$38.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.300$38.0K0.02%00.0%Unchanged
Tacita Capital Inc300$38.0K0.02%00.0%Unchanged
Beaird Harris Wealth Management, LLC307$39.0K0.01%+307New
Old Second National Bank of Aurora262$40.0K0.01%00.0%Unchanged
Ancora Advisors, LLC325$41.0K0.00%−29−8.2%Reduced
American National Bank320$41.0K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund325$41.0K0.00%+82+33.7%Added
Creative Financial Designs Inc329$42.0K0.01%−182−35.6%Reduced
Carmichael Hill & Associates, Inc.331$42.0K0.02%00.0%Unchanged
Bellevue Asset Management, LLC337$43.0K0.03%−338−50.1%Reduced
Kistler-Tiffany Companies, LLC337$43.0K0.01%00.0%Unchanged
South State Corp.346$44.0K0.00%00.0%Unchanged
Larson Financial Group LLC350$44.0K0.01%+80+29.6%Added
Lindbrook Capital, LLC344$44.0K0.01%+196+132.4%Added
Archer Investment Corp346$47.3K0.02%+173+100.0%Added
Sound Income Strategies, LLC377$48.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC376$48.0K0.01%+30+8.7%Added
CVA Family Office, LLC380$48.0K0.01%+380New
Vigilant Capital Management, LLC382$49.0K0.00%−22−5.4%Reduced
JNBA Financial Advisors395$50.0K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC397$50.4K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec401$50.9K0.00%00.0%Unchanged
NEXT Financial Group, Inc403$51.0K0.00%−189−31.9%Reduced
Sterling Investment Advisors, Ltd.400$51.0K0.01%00.0%Unchanged
Compagnie Lombard Odier SCmA430$54.0K0.00%00.0%Unchanged
Covestor Ltd438$56.0K0.08%+438New
IMA Wealth, Inc.452$57.0K0.01%00.0%Unchanged
Retirement Planning Co of New England, Inc.450$57.0K0.03%+450New
Washington Trust Advisors, Inc.446$57.0K0.00%+446New
Quent Capital, LLC452$57.0K0.01%+452New
State of Wyoming470$60.0K0.03%−68−12.6%Reduced
Koshinski Asset Management, Inc.477$60.6K0.00%+320+203.8%Added
Gemmer Asset Management LLC478$61.0K0.01%+54+12.7%Added
Acadian Asset Management LLC510$64.0K0.00%−264−34.1%Reduced
Piscataqua Savings Bank507$64.0K0.05%00.0%Unchanged
Clean Yield Group507$64.0K0.02%00.0%Unchanged
AdvisorNet Financial, Inc506$64.0K0.00%+38+8.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main500$64.1K0.00%−651−56.6%Reduced
Adirondack Trust Co521$66.0K0.03%00.0%Unchanged
Heritage Wealth Advisors531$67.0K0.00%00.0%Unchanged
Howe & Rusling Inc528$67.0K0.01%00.0%Unchanged
Old North State Trust, LLC545$69.0K0.05%−102−15.8%Reduced
Private Capital Group, LLC540$69.0K0.01%00.0%Unchanged
Richwood Investment Advisors, LLC542$69.0K0.06%+542New
Optimum Investment Advisors550$70.0K0.03%00.0%Unchanged
TCI Wealth Advisors, Inc.562$71.0K0.01%+5+0.9%Added
FourThought Financial, LLC582$74.0K0.01%00.0%Unchanged
S.A. Mason LLC600$76.0K0.05%00.0%Unchanged