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 |
|---|---|---|---|---|---|
| Legal Advantage Investments, Inc. | 9,737 | $1.24M | 0.84% | −175−1.8% | Reduced |
| Delta Financial Advisors LLC | 9,811 | $1.25M | 0.51% | −81−0.8% | Reduced |
| Keybank National Association | 9,870 | $1.25M | 0.01% | +294+3.1% | Added |
| Marshall Wace, LLP | 9,947 | $1.26M | 0.00% | −55,816−84.9% | Reduced |
| E. Ohman J:or Asset Management AB | 10,000 | $1.27M | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 10,022 | $1.27M | 0.07% | −269−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 10,021 | $1.27M | 0.03% | −145−1.4% | Reduced |
| Ethic Inc. | 10,110 | $1.28M | 0.10% | +8,235+439.2% | Added |
| Norway Savings Bank | 10,217 | $1.30M | 0.57% | +55+0.5% | Added |
| Umb Bank N A | 10,216 | $1.30M | 0.02% | +1,485+17.0% | Added |
| Bahl & Gaynor Inc | 10,404 | $1.32M | 0.01% | 00.0% | Unchanged |
| United Bank | 10,635 | $1.35M | 0.72% | +1,047+10.9% | Added |
| Pacer Advisors, Inc. | 10,807 | $1.37M | 0.01% | −5,084−32.0% | Reduced |
| First Community Trust NA | 11,045 | $1.40M | 1.16% | +11,045 | New |
| Guardian Capital LP | 11,129 | $1.41M | 0.03% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 11,408 | $1.45M | 0.52% | +2,580+29.2% | Added |
| D.A. Davidson & Co. | 11,550 | $1.47M | 0.02% | −77−0.7% | Reduced |
| Claret Asset Management Corp | 11,557 | $1.47M | 0.27% | −30−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 11,709 | $1.49M | 0.01% | −2,291−16.4% | Reduced |
| Strategic Wealth Advisors Group, LLC | 11,592 | $1.49M | 0.07% | −340−2.8% | Reduced |
| Tiaa, FSB | 12,041 | $1.53M | 0.01% | −440−3.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 12,070 | $1.53M | 0.27% | +110+0.9% | Added |
| Dana Investment Advisors, Inc. | 12,143 | $1.54M | 0.07% | −105,969−89.7% | Reduced |
| Fiduciary Trust Co | 12,265 | $1.56M | 0.03% | −122−1.0% | Reduced |
| Daiwa Securities Group Inc. | 12,283 | $1.56M | 0.01% | +505+4.3% | Added |
| Mercer Global Advisors Inc | 12,325 | $1.57M | 0.01% | +1,478+13.6% | Added |
| Simmons Bank | 12,520 | $1.59M | 0.11% | +538+4.5% | Added |
| New Mexico Educational Retirement Board | 12,722 | $1.62M | 0.05% | −900−6.6% | Reduced |
| KBC Group NV | 12,727 | $1.62M | 0.01% | −13,005−50.5% | Reduced |
| United Capital Financial Advisers, LLC | 12,751 | $1.62M | 0.01% | −591−4.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,789 | $1.63M | 0.01% | +1,993+18.5% | Added |
| Point72 Hong Kong Ltd | 12,808 | $1.63M | 0.14% | +12,808 | New |
| Brown Advisory Inc | 12,811 | $1.63M | 0.00% | +635+5.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,922 | $1.64M | 0.03% | −30−0.2% | Reduced |
| Aquila Investment Management LLC | 13,000 | $1.65M | 0.80% | +13,000 | New |
| Crossmark Global Holdings, Inc. | 13,045 | $1.66M | 0.04% | −250−1.9% | Reduced |
| Brookstone Capital Management | 12,967 | $1.66M | 0.03% | +6,288+94.1% | Added |
| Louisiana State Employees Retirement System | 13,100 | $1.66M | 0.04% | +100+0.8% | Added |
| Kentucky Retirement Systems | 13,130 | $1.67M | 0.07% | +1,426+12.2% | Added |
| Xponance, Inc. | 13,153 | $1.67M | 0.03% | +2,561+24.2% | Added |
| Steward Partners Investment Advisory, LLC | 13,312 | $1.69M | 0.03% | +166+1.3% | Added |
| Synovus Financial Corp | 13,373 | $1.71M | 0.02% | +1,349+11.2% | Added |
| Creative Planning | 13,634 | $1.73M | 0.00% | +631+4.9% | Added |
| Studio Investment Management LLC | 13,780 | $1.75M | 0.63% | +645+4.9% | Added |
| Tdam USA Inc. | 13,850 | $1.76M | 0.11% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 13,872 | $1.76M | 0.24% | −919−6.2% | Reduced |
| United Asset Strategies, Inc. | 13,959 | $1.77M | 0.21% | +808+6.1% | Added |
| Heritage Trust Co | 14,072 | $1.79M | 0.23% | +146+1.0% | Added |
| Oppenheimer Asset Management Inc. | 14,146 | $1.80M | 0.02% | +2,861+25.4% | Added |
| Citizens & Northern Corp | 14,161 | $1.80M | 0.64% | −623−4.2% | Reduced |
| Tocqueville Asset Management L.P. | 14,222 | $1.81M | 0.02% | +2,137+17.7% | Added |
| Tower Research Capital LLC (TRC) | 14,313 | $1.82M | 0.03% | +11,023+335.0% | Added |
| Wunderlich Capital Managemnt | 14,325 | $1.82M | 0.81% | +483+3.5% | Added |
| Horizon Wealth Management, LLC | 14,371 | $1.83M | 0.53% | +14,371 | New |
| 1st Source Bank | 14,535 | $1.85M | 0.11% | +213+1.5% | Added |
| Selway Asset Management | 14,604 | $1.85M | 0.88% | +200+1.4% | Added |
| APG Asset Management N.V. | 16,705 | $1.87M | 0.00% | +2,300+16.0% | Added |
| Gotham Asset Management, LLC | 14,913 | $1.90M | 0.06% | +14,913 | New |
| Beaumont Asset Management, L.L.C. | 15,212 | $1.93M | 1.29% | +15,212 | New |
| Teachers Retirement System of the State of Kentucky | 15,400 | $1.96M | 0.02% | −751−4.6% | Reduced |
| Boston Private Wealth LLC | 15,428 | $1.96M | 0.03% | −531−3.3% | Reduced |
| Pettee Investors, Inc. | 15,572 | $1.98M | 0.83% | +206+1.3% | Added |
| Welch & Forbes LLC | 15,674 | $1.99M | 0.03% | −600−3.7% | Reduced |
| Boothbay Fund Management, LLC | 15,725 | $2.00M | 0.07% | −1,029−6.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,750 | $2.00M | 0.01% | −8,853−36.0% | Reduced |
| Elo Mutual Pension Insurance Co | 15,832 | $2.01M | 0.06% | +1,272+8.7% | Added |
| Maryland State Retirement & Pension System | 15,846 | $2.01M | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 15,897 | $2.02M | 0.08% | +11,722+280.8% | Added |
| First Manhattan Co | 16,319 | $2.07M | 0.01% | −866−5.0% | Reduced |
| Rice Hall James & Associates, LLC | 16,431 | $2.09M | 0.07% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 16,453 | $2.09M | 0.03% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 16,450 | $2.09M | 0.73% | +7,000+74.1% | Added |
| Belpointe Asset Management LLC | 16,516 | $2.10M | 0.13% | +244+1.5% | Added |
| Independence Bank of Kentucky | 16,595 | $2.11M | 0.86% | +2,215+15.4% | Added |
| Ardent Capital Management, Inc. | 16,622 | $2.11M | 1.40% | +16,622 | New |
| Capital International Inc | 16,805 | $2.13M | 0.02% | +4,040+31.6% | Added |
| Oregon Public Employees Retirement Fund | 16,962 | $2.15M | 0.02% | −500−2.9% | Reduced |
| Securian Asset Management, Inc | 17,127 | $2.18M | 0.04% | −300−1.7% | Reduced |
| Exchange Capital Management, Inc. | 17,236 | $2.19M | 0.40% | +466+2.8% | Added |
| Aigen Investment Management, LP | 18,040 | $2.24M | 0.14% | +4,042+28.9% | Added |
| Swedbank AB | 17,543 | $2.25M | 0.00% | 00.0% | Unchanged |
| Biechele Royce Advisors | 17,729 | $2.25M | 0.90% | +4,546+34.5% | Added |
| Norinchukin Bank, The | 17,865 | $2.27M | 0.03% | −102−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,093 | $2.30M | 0.03% | +2,268+14.3% | Added |
| Costello Asset Management, INC | 18,253 | $2.32M | 1.42% | +720+4.1% | Added |
| Hall Private Wealth Advisors | 18,357 | $2.33M | 1.45% | +1,850+11.2% | Added |
| First Republic Investment Management, Inc. | 18,619 | $2.37M | 0.01% | +1,121+6.4% | Added |
| Round Hill Asset Management | 18,654 | $2.37M | 1.19% | 00.0% | Unchanged |
| Associated Banc-Corp | 18,750 | $2.38M | 0.09% | −753−3.9% | Reduced |
| River Wealth Advisors LLC | 18,989 | $2.41M | 0.37% | +221+1.2% | Added |
| CIBC Asset Management Inc | 20,068 | $2.55M | 0.01% | +916+4.8% | Added |
| Anchor Investment Management, LLC | 20,282 | $2.58M | 0.32% | +18,984+1,462.6% | Added |
| HCR Wealth Advisors | 20,891 | $2.65M | 0.41% | +1,191+6.0% | Added |
| AlphaCrest Capital Management LLC | 21,031 | $2.67M | 0.10% | −628−2.9% | Reduced |
| LaFleur & Godfrey LLC | 21,112 | $2.68M | 0.34% | −5,593−20.9% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 21,456 | $2.73M | 0.27% | −316−1.5% | Reduced |
| Logan Capital Management Inc | 21,500 | $2.73M | 0.12% | 00.0% | Unchanged |
| Tredje AP-fonden | 21,776 | $2.77M | 0.05% | +6,803+45.4% | Added |
| Leonteq Securities AG | 21,830 | $2.77M | 0.13% | +16,454+306.1% | Added |
| Jane Street Group, LLC | 21,930 | $2.79M | 0.01% | +10,207+87.1% | Added |