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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 3,081 | $391.0K | 0.01% | +1,354+78.4% | Added |
| Sutton Wealth Advisors Inc. | 3,082 | $391.5K | 0.13% | +5+0.2% | Added |
| GWM Advisors LLC | 3,104 | $394.0K | 0.01% | +3,104 | New |
| Cresset Asset Management, LLC | 3,112 | $396.0K | 0.00% | −1,254−28.7% | Reduced |
| Canandaigua National Corp | 3,115 | $396.0K | 0.06% | −33−1.0% | Reduced |
| Greenleaf Trust | 3,170 | $403.0K | 0.00% | −145−4.4% | Reduced |
| Sargent Bickham Lagudis LLC | 3,224 | $410.0K | 0.03% | +10.0% | Added |
| Carroll Financial Associates, Inc. | 3,241 | $414.0K | 0.02% | −156−4.6% | Reduced |
| Diligent Investors, LLC | 3,300 | $419.0K | 0.12% | +100+3.1% | Added |
| Legacy Advisors, LLC | 3,296 | $419.0K | 0.15% | −3−0.1% | Reduced |
| First National Bank & Trust Co of Newtown | 3,332 | $423.0K | 0.08% | −33−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 3,328 | $423.0K | 0.05% | +3+0.1% | Added |
| Intrust Bank NA | 3,338 | $424.0K | 0.05% | −606−15.4% | Reduced |
| Evercore Wealth Management, LLC | 3,342 | $424.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,348 | $425.0K | 0.05% | −110−3.2% | Reduced |
| Schechter Investment Advisors, LLC | 3,453 | $439.0K | 0.04% | +3,453 | New |
| Community Bank, N.A. | 3,474 | $441.0K | 0.05% | −526−13.2% | Reduced |
| IBM Retirement Fund | 3,477 | $442.0K | 0.05% | −2,408−40.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,478 | $442.0K | 0.13% | −1,220−26.0% | Reduced |
| CIBC World Markets Inc. | 3,483 | $442.0K | 0.00% | +1,277+57.9% | Added |
| Koss-Olinger Consulting, LLC | 3,483 | $443.0K | 0.07% | +341+10.9% | Added |
| RNC Capital Management LLC | 3,495 | $444.0K | 0.02% | −2,320−39.9% | Reduced |
| Neville Rodie & Shaw Inc | 3,500 | $445.0K | 0.03% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 3,500 | $445.0K | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,504 | $445.0K | 0.02% | +600+20.7% | Added |
| Gsa Capital Partners LLP | 3,530 | $448.0K | 0.06% | +3,530 | New |
| Advisor Partners LLC | 3,550 | $451.0K | 0.03% | −295−7.7% | Reduced |
| Empirical Finance, LLC | 3,557 | $452.0K | 0.05% | +960+37.0% | Added |
| Hellman Jordan Management Co Inc | 3,567 | $453.0K | 0.54% | −4,184−54.0% | Reduced |
| Meridian Investment Counsel Inc. | 3,610 | $459.0K | 0.15% | −612−14.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,617 | $460.0K | 0.01% | −383−9.6% | Reduced |
| Cobblestone Capital Advisors LLC | 3,634 | $462.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 3,634 | $462.0K | 0.01% | +1,408+63.3% | Added |
| AXS Investments LLC | 3,669 | $466.0K | 0.11% | +3,669 | New |
| Financial Advisory Corp | 3,679 | $467.0K | 0.22% | +3,679 | New |
| Ballentine Partners, LLC | 3,684 | $468.0K | 0.01% | +56+1.5% | Added |
| National Asset Management, Inc. | 3,765 | $478.0K | 0.01% | +443+13.3% | Added |
| Davenport & Co LLC | 3,796 | $482.0K | 0.00% | −1,253−24.8% | Reduced |
| Berkshire Bank | 3,793 | $482.0K | 0.11% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,814 | $485.0K | 0.31% | −414−9.8% | Reduced |
| Panagora Asset Management Inc | 3,861 | $491.0K | 0.00% | −23,622−86.0% | Reduced |
| Janney Capital Management LLC | 3,861 | $491.0K | 0.03% | 00.0% | Unchanged |
| Sun Life Financial INC | 3,896 | $494.0K | 0.02% | +212+5.8% | Added |
| Versor Investments LP | 4,000 | $508.0K | 0.02% | +200+5.3% | Added |
| Flputnam Investment Management Co | 4,047 | $514.0K | 0.02% | +724+21.8% | Added |
| Wealthfront Advisers LLC | 4,054 | $515.0K | 0.00% | +1,025+33.8% | Added |
| Cambridge Trust Co | 4,058 | $516.0K | 0.02% | +2,590+176.4% | Added |
| Westside Investment Management, Inc. | 4,081 | $518.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 4,090 | $520.0K | 0.26% | −400−8.9% | Reduced |
| First Hawaiian Bank | 4,108 | $522.0K | 0.02% | −3,656−47.1% | Reduced |
| Massmutual Trust Co FSB | 4,113 | $523.0K | 0.02% | −244−5.6% | Reduced |
| Center for Financial Planning, Inc. | 4,118 | $523.0K | 0.11% | +8+0.2% | Added |
| Beacon Pointe Advisors, LLC | 4,122 | $524.0K | 0.01% | −3,030−42.4% | Reduced |
| Sigma Planning Corp | 4,122 | $524.0K | 0.01% | −2,189−34.7% | Reduced |
| Pflug Koory, LLC | 4,160 | $528.0K | 0.27% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,156 | $528.0K | 0.33% | +233+5.9% | Added |
| Rodgers Brothers Inc. | 4,166 | $529.0K | 0.09% | +4,166 | New |
| MAI Capital Management | 4,172 | $530.0K | 0.01% | +148+3.7% | Added |
| Westhampton Capital, LLC | 4,174 | $530.0K | 0.32% | +2,164+107.7% | Added |
| Choate Investment Advisors | 4,196 | $534.0K | 0.03% | −258−5.8% | Reduced |
| Bridgefront Capital, LLC | 4,204 | $534.0K | 0.52% | +4,204 | New |
| Vestmark Advisory Solutions, Inc. | 4,214 | $535.0K | 0.03% | −18−0.4% | Reduced |
| Lee Danner & Bass Inc | 4,226 | $537.0K | 0.05% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,227 | $537.0K | 0.10% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 4,250 | $540.0K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,247 | $540.0K | 0.02% | +131+3.2% | Added |
| Cim Investment Mangement Inc | 4,285 | $544.0K | 0.16% | −85−1.9% | Reduced |
| Probity Advisors, Inc. | 4,288 | $545.0K | 0.11% | −84−1.9% | Reduced |
| Haverford Financial Services, Inc. | 4,315 | $548.0K | 0.12% | −3,590−45.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,313 | $548.0K | 0.19% | +853+24.7% | Added |
| Duncker Streett & Co Inc | 4,320 | $549.0K | 0.09% | +1,061+32.6% | Added |
| Apollon Wealth Management, LLC | 4,366 | $554.0K | 0.04% | +4,366 | New |
| Murphy Pohlad Asset Management LLC | 4,400 | $558.0K | 0.22% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,410 | $560.2K | 0.08% | −150−3.3% | Reduced |
| Verition Fund Management LLC | 4,450 | $565.0K | 0.01% | +4,450 | New |
| Aristotle Capital Management, LLC | 4,500 | $572.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,592 | $583.0K | 0.02% | +37+0.8% | Added |
| Compton Capital Management Inc | 4,610 | $586.0K | 0.15% | +1,350+41.4% | Added |
| Aj Wealth Strategies, LLC | 4,640 | $589.0K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 4,653 | $591.0K | 0.02% | −1,027−18.1% | Reduced |
| MainStreet Investment Advisors LLC | 4,651 | $591.0K | 0.05% | −185−3.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,660 | $592.0K | 0.02% | +593+14.6% | Added |
| JustInvest LLC | 4,666 | $593.0K | 0.03% | +1,078+30.0% | Added |
| Veriti Management LLC | 4,695 | $596.0K | 0.08% | +178+3.9% | Added |
| Cigna Investments Inc | 4,713 | $599.0K | 0.05% | −1,690−26.4% | Reduced |
| Segall Bryant & Hamill, LLC | 4,781 | $608.0K | 0.01% | +57+1.2% | Added |
| 44 Wealth Management LLC | 4,788 | $608.0K | 0.21% | +497+11.6% | Added |
| Glenview Trust Co | 4,863 | $618.0K | 0.02% | +387+8.6% | Added |
| Boltwood Capital Management | 4,881 | $620.0K | 0.23% | −2,970−37.8% | Reduced |
| Pinebridge Investments, L.P. | 4,916 | $625.0K | 0.01% | −3,216−39.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 4,840 | $628.0K | 0.14% | +73+1.5% | Added |
| Karpas Strategies, LLC | 4,960 | $630.0K | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co | 5,051 | $642.0K | 0.01% | +167+3.4% | Added |
| Courier Capital LLC | 5,143 | $653.0K | 0.06% | −1,631−24.1% | Reduced |
| Bradley Foster & Sargent Inc | 5,158 | $655.0K | 0.01% | −160−3.0% | Reduced |
| C2C Wealth Management, LLC | 5,151 | $655.0K | 0.09% | +5,151 | New |
| Gofen & Glossberg LLC | 5,185 | $659.0K | 0.01% | −24−0.5% | Reduced |
| Intact Investment Management Inc. | 5,200 | $660.0K | 0.02% | −2,600−33.3% | Reduced |
| Kestra Private Wealth Services, LLC | 5,199 | $660.0K | 0.03% | +302+6.2% | Added |
| Desjardins Global Asset Management Inc. | 5,227 | $664.0K | 0.06% | +5,227 | New |