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 |
|---|---|---|---|---|---|
| Boenning & Scattergood, Inc. | 3,073 | $390.0K | 0.06% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,028 | $385.0K | 0.15% | +3,028 | New |
| Kanawha Capital Management LLC | 3,003 | $382.0K | 0.03% | −399−11.7% | Reduced |
| Vident Investment Advisory, LLC | 3,001 | $381.0K | 0.01% | −2,066−40.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,000 | $381.0K | 0.04% | −260−8.0% | Reduced |
| Symmetry Investments LP | 3,000 | $381.0K | 0.20% | +3,000 | New |
| Jupiter Wealth Management LLC | 3,000 | $381.0K | 0.20% | +3,000 | New |
| MQS Management LLC | 2,994 | $380.0K | 0.61% | +2,994 | New |
| Rothschild Investment Corp | 2,985 | $379.0K | 0.03% | +265+9.7% | Added |
| First Command Bank | 2,591 | $379.0K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,976 | $378.0K | 0.01% | −42−1.4% | Reduced |
| Ironwood Financial, llc | 2,977 | $378.0K | 0.10% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,970 | $377.0K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,962 | $376.3K | 0.37% | +2,962 | New |
| King Luther Capital Management Corp | 2,945 | $374.0K | 0.00% | −60−2.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,918 | $371.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,903 | $369.0K | 0.01% | −100−3.3% | Reduced |
| Ropes Wealth Advisors LLC | 2,896 | $368.0K | 0.06% | −58−2.0% | Reduced |
| Marietta Investment Partners LLC | 2,895 | $368.0K | 0.08% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 2,900 | $368.0K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,877 | $365.0K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,857 | $363.0K | 0.01% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,858 | $363.0K | 0.01% | +83+3.0% | Added |
| Schwartz Investment Counsel Inc | 2,850 | $362.0K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 2,795 | $355.5K | 0.00% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 2,746 | $349.0K | 0.11% | +686+33.3% | Added |
| NuWave Investment Management, LLC | 2,724 | $346.0K | 0.39% | +2,724 | New |
| FDx Advisors, Inc. | 2,695 | $342.0K | 0.01% | −2,702−50.1% | Reduced |
| Modera Wealth Management, LLC | 2,644 | $336.0K | 0.01% | +2,644 | New |
| Aberdeen Wealth Management LLC | 2,639 | $335.0K | 0.22% | +10+0.4% | Added |
| Meeder Asset Management Inc | 2,627 | $334.0K | 0.03% | +65+2.5% | Added |
| Bartlett & Co. Wealth Management LLC | 2,618 | $333.2K | 0.01% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 2,620 | $333.0K | 0.14% | −300−10.3% | Reduced |
| Bartlett & Co. LLC | 2,618 | $333.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,623 | $333.0K | 0.02% | +289+12.4% | Added |
| Resonant Capital Advisors, LLC | 2,613 | $332.0K | 0.05% | +226+9.5% | Added |
| AE Wealth Management LLC | 2,588 | $329.0K | 0.00% | −21,940−89.4% | Reduced |
| Vestcor Inc | 2,578 | $328.0K | 0.01% | −495−16.1% | Reduced |
| Riverwater Partners LLC | 2,567 | $326.0K | 0.29% | +2,567 | New |
| Trust Co of Vermont | 2,562 | $325.0K | 0.02% | −481−15.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,537 | $322.0K | 0.02% | +210+9.0% | Added |
| NatWest Group plc | 2,525 | $321.0K | 0.17% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,525 | $321.0K | 0.09% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $318.0K | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,496 | $317.0K | 0.01% | +469+23.1% | Added |
| Wahed Invest LLC | 2,497 | $317.0K | 0.18% | +2,497 | New |
| Shelton Wealth Management, LLC | 2,492 | $317.0K | 0.25% | +2,492 | New |
| Stokes Family Office, LLC | 2,478 | $315.0K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,478 | $315.0K | 0.04% | +8+0.3% | Added |
| Humankind Investments LLC | 2,463 | $313.0K | 0.13% | +500+25.5% | Added |
| Brown Brothers Harriman & Co | 2,446 | $311.0K | 0.00% | +171+7.5% | Added |
| Sit Investment Associates Inc | 2,432 | $309.0K | 0.01% | −73,125−96.8% | Reduced |
| Independent Advisor Alliance | 2,418 | $307.0K | 0.02% | −983−28.9% | Reduced |
| WealthShield Partners, LLC | 2,418 | $307.0K | 0.05% | −292−10.8% | Reduced |
| Forum Financial Management, LP | 2,408 | $306.0K | 0.02% | +2,408 | New |
| Cullen/Frost Bankers, Inc. | 2,396 | $304.0K | 0.01% | −832−25.8% | Reduced |
| Spire Wealth Management | 2,390 | $304.0K | 0.01% | −356−13.0% | Reduced |
| Brinker Capital Investments, LLC | 2,385 | $303.0K | 0.00% | −1,376−36.6% | Reduced |
| Radnor Capital Management, LLC | 2,374 | $302.0K | 0.07% | 00.0% | Unchanged |
| Welch Group, LLC | 2,365 | $300.0K | 0.02% | −201−7.8% | Reduced |
| Wedbush Securities Inc | 2,359 | $300.0K | 0.01% | −84−3.4% | Reduced |
| Stock Yards Bank & Trust Co | 2,357 | $300.0K | 0.02% | +926+64.7% | Added |
| STRS Ohio | 2,359 | $299.0K | 0.00% | −1,367−36.7% | Reduced |
| Citizens Business Bank | 2,348 | $298.0K | 0.04% | +2,348 | New |
| Balasa Dinverno & Foltz LLC | 2,336 | $297.0K | 0.02% | 00.0% | Unchanged |
| Financial Architects, Inc | 2,304 | $293.0K | 0.04% | −849−26.9% | Reduced |
| Rossmore Private Capital | 2,310 | $293.0K | 0.05% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,290 | $291.0K | 0.16% | −250−9.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,285 | $291.0K | 0.03% | −27−1.2% | Reduced |
| Corient Capital Partners, LLC | 2,257 | $287.0K | 0.02% | +62+2.8% | Added |
| Sentry Investment Management LLC | 2,246 | $285.0K | 0.07% | +283+14.4% | Added |
| Ingalls & Snyder LLC | 2,234 | $284.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 2,234 | $284.0K | 0.18% | +2,234 | New |
| First Command Financial Services, Inc. | 2,223 | $282.0K | 0.04% | −368−14.2% | Reduced |
| Siemens Fonds Invest GmbH | 2,196 | $282.0K | 0.02% | −8−0.4% | Reduced |
| Avestar Capital, LLC | 2,215 | $281.0K | 0.05% | +432+24.2% | Added |
| Am Investment Strategies LLC | 2,198 | $279.0K | 0.07% | 00.0% | Unchanged |
| Lincoln National Corp | 2,196 | $279.0K | 0.01% | +196+9.8% | Added |
| Independent Financial Group, LLC | 2,195 | $278.8K | 0.02% | +599+37.5% | Added |
| Allegheny Financial Group LTD | 2,192 | $278.0K | 0.11% | +10.0% | Added |
| Conning Inc. | 2,172 | $276.0K | 0.01% | +16+0.7% | Added |
| HBK Sorce Advisory LLC | 2,156 | $274.0K | 0.01% | +712+49.3% | Added |
| Seven Eight Capital, LP | 2,141 | $272.0K | 0.05% | −4,703−68.7% | Reduced |
| Stonebridge Capital Management Inc | 2,115 | $269.0K | 0.09% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,108 | $268.0K | 0.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,112 | $268.0K | 0.01% | +499+30.9% | Added |
| Physicians Financial Services, Inc. | 2,103 | $267.0K | 0.10% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,100 | $267.0K | 0.14% | +2,100 | New |
| Stockman Wealth Management, Inc. | 2,085 | $265.0K | 0.05% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,083 | $265.0K | 0.11% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,080 | $264.0K | 0.16% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,774 | $260.0K | 0.35% | +1,774 | New |
| Pitcairn Co | 2,033 | $258.0K | 0.02% | −7−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,021 | $257.0K | 0.02% | +134+7.1% | Added |
| WealthPLAN Partners, LLC | 2,088 | $257.0K | 0.02% | +3+0.1% | Added |
| Trust Asset Management LLC | 2,008 | $255.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,008 | $255.0K | 0.01% | +2,008 | New |
| NJ State Employees Deferred Compensation Plan | 2,000 | $254.0K | 0.03% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $254.0K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 1,982 | $252.0K | 0.00% | +1,554+363.1% | Added |