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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 595 | $76.0K | 0.00% | +595 | New |
| Mystic Asset Management, Inc. | 600 | $76.0K | 0.04% | +600 | New |
| Harbour Investments, Inc. | 604 | $77.0K | 0.00% | −2,348−79.5% | Reduced |
| North Star Investment Management Corp. | 606 | $77.0K | 0.01% | +34+5.9% | Added |
| Standard Family Office LLC | 616 | $78.0K | 0.69% | +216+54.0% | Added |
| Brewin Dolphin Ltd | 624 | $79.0K | 0.00% | −160−20.4% | Reduced |
| Smithfield Trust Co | 612 | $79.0K | 0.00% | −38−5.8% | Reduced |
| Salem Investment Counselors Inc | 634 | $81.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 638 | $81.0K | 0.02% | +509+394.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 648 | $82.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 695 | $88.0K | 0.08% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 708 | $90.0K | 0.00% | −19,497−96.5% | Reduced |
| TFC Financial Management | 716 | $91.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 731 | $92.0K | 0.03% | +731 | New |
| Manchester Capital Management LLC | 759 | $96.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 772 | $98.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 776 | $99.0K | 0.01% | +709+1,058.2% | Added |
| AIA Group Ltd | 783 | $99.0K | 0.00% | +783 | New |
| Deseret Mutual Benefit Administrators | 789 | $100.0K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 800 | $102.0K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 801 | $102.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 800 | $102.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 13,212 | $104.0K | 0.00% | +13,212 | New |
| Quadrant Capital Group LLC | 844 | $107.0K | 0.01% | +306+56.9% | Added |
| Sandy Spring Bank | 857 | $109.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 880 | $112.0K | 0.00% | −18−2.0% | Reduced |
| Bedel Financial Consulting, Inc. | 881 | $112.0K | 0.03% | −6−0.7% | Reduced |
| CNB Bank | 940 | $120.0K | 0.07% | −291−23.6% | Reduced |
| Arlington Partners LLC | 948 | $120.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 965 | $122.6K | 0.00% | −167−14.8% | Reduced |
| Truehand, Inc | 966 | $123.0K | 0.07% | 00.0% | Unchanged |
| Curi Capital | 997 | $126.0K | 0.02% | +997 | New |
| Parallel Advisors, LLC | 1,001 | $127.0K | 0.00% | +302+43.2% | Added |
| Parkside Financial Bank & Trust | 1,018 | $129.0K | 0.03% | +47+4.8% | Added |
| Fieldpoint Private Securities, LLC | 1,053 | $134.0K | 0.03% | −10−0.9% | Reduced |
| Endurance Wealth Management, Inc. | 1,100 | $140.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,125 | $142.9K | 0.07% | +1,125 | New |
| Ci Investments Inc. | 1,136 | $144.0K | 0.00% | +212+22.9% | Added |
| First Horizon Advisors, Inc. | 1,198 | $151.0K | 0.00% | −24−2.0% | Reduced |
| Assenagon Asset Management S.A. | 1,238 | $157.0K | 0.00% | −161−11.5% | Reduced |
| Arrow Financial Corp | 1,275 | $162.0K | 0.02% | −80−5.9% | Reduced |
| Barrett Asset Management, LLC | 1,313 | $167.0K | 0.01% | +3+0.2% | Added |
| Geneos Wealth Management Inc. | 1,339 | $170.0K | 0.01% | −55−3.9% | Reduced |
| DuPont Capital Management Corp | 1,371 | $174.0K | 0.01% | −1,008−42.4% | Reduced |
| Snowden Capital Advisors LLC | 1,380 | $175.0K | 0.01% | −1,418−50.7% | Reduced |
| Montag A & Associates Inc | 1,380 | $175.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,427 | $181.0K | 0.02% | −175−10.9% | Reduced |
| Sittner & Nelson, LLC | 1,440 | $183.0K | 0.11% | +480+50.0% | Added |
| Rise Advisors, LLC | 1,482 | $188.2K | 0.18% | +1,482 | New |
| TD Waterhouse Canada Inc. | 1,414 | $195.3K | 0.00% | +1,414 | New |
| Abbot Financial Management, Inc. | 1,580 | $201.0K | 0.09% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,584 | $201.0K | 0.00% | +1,584 | New |
| Clear Creek Financial Management, LLC | 1,590 | $202.0K | 0.03% | +1,590 | New |
| Knuff & Co LLC | 1,600 | $203.0K | 0.06% | +1,600 | New |
| Western Wealth Management, LLC | 1,607 | $205.0K | 0.02% | +1,607 | New |
| Boston Family Office LLC | 1,621 | $206.0K | 0.01% | +146+9.9% | Added |
| Sargent Investment Group, LLC | 1,626 | $207.0K | 0.05% | +110+7.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,626 | $207.0K | 0.02% | +1,626 | New |
| Pearl River Capital, LLC | 1,649 | $209.0K | 0.06% | +1,649 | New |
| Donaldson Capital Management, LLC | 1,655 | $210.0K | 0.01% | +82+5.2% | Added |
| Aries Wealth Management | 1,659 | $211.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Bank | 1,658 | $211.0K | 0.02% | +1,658 | New |
| Sym Financial Corp | 1,687 | $214.0K | 0.08% | 00.0% | Unchanged |
| Burney Co | 1,688 | $214.0K | 0.01% | +37+2.2% | Added |
| Cable Hill Partners, LLC | 1,685 | $214.0K | 0.04% | +148+9.6% | Added |
| Parallax Volatility Advisers, L.P. | 1,704 | $216.0K | 0.00% | −2,013−54.2% | Reduced |
| Hall Laurie J Trustee | 1,699 | $216.0K | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,714 | $218.0K | 0.01% | −2−0.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,686 | $219.0K | 0.29% | +300+21.6% | Added |
| Harbor Advisory Corp | 1,729 | $220.0K | 0.09% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,738 | $221.0K | 0.05% | −102−5.5% | Reduced |
| Jones Financial Companies LLLP | 1,741 | $221.0K | 0.00% | +313+21.9% | Added |
| Clarius Group, LLC | 1,750 | $222.0K | 0.02% | +368+26.6% | Added |
| Moneta Group Investment Advisors LLC | 1,755 | $223.0K | 0.01% | −957−35.3% | Reduced |
| Blueshift Asset Management, LLC | 1,774 | $225.0K | 0.02% | −38,550−95.6% | Reduced |
| Bragg Financial Advisors, Inc | 1,547 | $226.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,780 | $226.0K | 0.00% | +1,780 | New |
| Evermay Wealth Management LLC | 1,788 | $227.0K | 0.04% | +130+7.8% | Added |
| Lido Advisors, LLC | 1,787 | $227.0K | 0.00% | +1,787 | New |
| Regent Investment Management LLC | 1,800 | $229.0K | 0.05% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,810 | $230.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,813 | $231.0K | 0.00% | −15−0.8% | Reduced |
| Signaturefd, LLC | 1,824 | $232.0K | 0.01% | +26+1.4% | Added |
| Gateway Investment Advisers LLC | 1,824 | $232.0K | 0.00% | +1,824 | New |
| Metis Global Partners, LLC | 1,824 | $232.0K | 0.06% | +1,824 | New |
| United Bank | 1,838 | $234.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,850 | $235.0K | 0.02% | +60+3.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,849 | $235.0K | 0.09% | +1,849 | New |
| Essex Financial Services, Inc. | 1,873 | $238.0K | 0.02% | −673−26.4% | Reduced |
| Certified Advisory Corp | 1,870 | $238.0K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,900 | $241.0K | 0.11% | −20−1.0% | Reduced |
| Armstrong Shaw Associates Inc | 1,900 | $241.0K | 0.20% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,900 | $241.0K | 0.02% | +1,900 | New |
| Eagle Asset Management Inc | 1,906 | $244.0K | 0.00% | −5,405−73.9% | Reduced |
| Phoenix Holdings Ltd. | 1,911 | $244.0K | 0.00% | −410−17.7% | Reduced |
| Atlantic Union Bankshares Corp | 1,933 | $245.0K | 0.02% | −13−0.7% | Reduced |
| Peoples Financial Services Corp. | 1,940 | $246.0K | 0.10% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,943 | $247.0K | 0.16% | 00.0% | Unchanged |
| Montecito Bank & Trust | 1,947 | $248.0K | 0.04% | +175+9.9% | Added |
| Assetmark, Inc | 1,982 | $252.0K | 0.00% | +1,554+363.1% | Added |