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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 1,947 | $248.0K | 0.04% | +175+9.9% | Added |
| CoreFirst Bank & Trust | 1,943 | $247.0K | 0.16% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,940 | $246.0K | 0.10% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,933 | $245.0K | 0.02% | −13−0.7% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| United Bank | 1,838 | $234.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 1,813 | $231.0K | 0.00% | −15−0.8% | Reduced |
| Thomas White International Ltd | 1,810 | $230.0K | 0.04% | 00.0% | Unchanged |
| Regent Investment Management LLC | 1,800 | $229.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Blueshift Asset Management, LLC | 1,774 | $225.0K | 0.02% | −38,550−95.6% | Reduced |
| Moneta Group Investment Advisors LLC | 1,755 | $223.0K | 0.01% | −957−35.3% | Reduced |
| Clarius Group, LLC | 1,750 | $222.0K | 0.02% | +368+26.6% | Added |
| 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 |
| Harbor Advisory Corp | 1,729 | $220.0K | 0.09% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,686 | $219.0K | 0.29% | +300+21.6% | Added |
| Savant Capital, LLC | 1,714 | $218.0K | 0.01% | −2−0.1% | Reduced |
| 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 |
| 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 |
| Aries Wealth Management | 1,659 | $211.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Bank | 1,658 | $211.0K | 0.02% | +1,658 | New |
| Donaldson Capital Management, LLC | 1,655 | $210.0K | 0.01% | +82+5.2% | Added |
| Pearl River Capital, LLC | 1,649 | $209.0K | 0.06% | +1,649 | New |
| 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 |
| Boston Family Office LLC | 1,621 | $206.0K | 0.01% | +146+9.9% | Added |
| Western Wealth Management, LLC | 1,607 | $205.0K | 0.02% | +1,607 | New |
| Knuff & Co LLC | 1,600 | $203.0K | 0.06% | +1,600 | New |
| Clear Creek Financial Management, LLC | 1,590 | $202.0K | 0.03% | +1,590 | 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 |
| TD Waterhouse Canada Inc. | 1,414 | $195.3K | 0.00% | +1,414 | New |
| Rise Advisors, LLC | 1,482 | $188.2K | 0.18% | +1,482 | New |
| Sittner & Nelson, LLC | 1,440 | $183.0K | 0.11% | +480+50.0% | Added |
| Webster Bank, N. A. | 1,427 | $181.0K | 0.02% | −175−10.9% | 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 |
| DuPont Capital Management Corp | 1,371 | $174.0K | 0.01% | −1,008−42.4% | Reduced |
| Geneos Wealth Management Inc. | 1,339 | $170.0K | 0.01% | −55−3.9% | Reduced |
| Barrett Asset Management, LLC | 1,313 | $167.0K | 0.01% | +3+0.2% | Added |
| Arrow Financial Corp | 1,275 | $162.0K | 0.02% | −80−5.9% | Reduced |
| Assenagon Asset Management S.A. | 1,238 | $157.0K | 0.00% | −161−11.5% | Reduced |
| First Horizon Advisors, Inc. | 1,198 | $151.0K | 0.00% | −24−2.0% | Reduced |
| Ci Investments Inc. | 1,136 | $144.0K | 0.00% | +212+22.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,125 | $142.9K | 0.07% | +1,125 | New |
| Endurance Wealth Management, Inc. | 1,100 | $140.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,053 | $134.0K | 0.03% | −10−0.9% | Reduced |
| Parkside Financial Bank & Trust | 1,018 | $129.0K | 0.03% | +47+4.8% | Added |
| Parallel Advisors, LLC | 1,001 | $127.0K | 0.00% | +302+43.2% | Added |
| Curi Capital | 997 | $126.0K | 0.02% | +997 | New |
| Truehand, Inc | 966 | $123.0K | 0.07% | 00.0% | Unchanged |
| American Portfolios Advisors | 965 | $122.6K | 0.00% | −167−14.8% | Reduced |
| CNB Bank | 940 | $120.0K | 0.07% | −291−23.6% | Reduced |
| Arlington Partners LLC | 948 | $120.0K | 0.03% | 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 |
| Sandy Spring Bank | 857 | $109.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 844 | $107.0K | 0.01% | +306+56.9% | Added |
| Castleview Partners, LLC | 13,212 | $104.0K | 0.00% | +13,212 | New |
| 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 |
| Deseret Mutual Benefit Administrators | 789 | $100.0K | 0.02% | 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 |
| Tobam | 772 | $98.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 759 | $96.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 731 | $92.0K | 0.03% | +731 | New |
| TFC Financial Management | 716 | $91.0K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 708 | $90.0K | 0.00% | −19,497−96.5% | Reduced |
| Emfo, LLC | 695 | $88.0K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 648 | $82.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 634 | $81.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 638 | $81.0K | 0.02% | +509+394.6% | 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 |
| Standard Family Office LLC | 616 | $78.0K | 0.69% | +216+54.0% | Added |
| 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 |
| S.A. Mason LLC | 600 | $76.0K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 595 | $76.0K | 0.00% | +595 | New |
| Mystic Asset Management, Inc. | 600 | $76.0K | 0.04% | +600 | New |