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Livermore
ZHEN

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, Q1 2022

Institutional positions in Zimmer Biomet Holdings, Inc. as of Mar 31, 2022. 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
979
−11 vs. Q4 2021
Shares held
190.9M
+4.40M (+2.4%) vs. Q4 2021
Total value
$24.4B
+$689.8M (+2.9%) vs. Q4 2021
New holders
104
352 more added
Sold out
115
296 more reduced

9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 979 institutions
Q1 2021: 1,031 institutionsQ2 2021: 1,018 institutionsQ3 2021: 985 institutionsQ4 2021: 999 institutionsQ1 2022: 979 institutionsQ2 2022: 958 institutionsQ3 2022: 921 institutionsQ4 2022: 979 institutionsQ1 2023: 998 institutionsQ2 2023: 1,034 institutionsQ3 2023: 1,019 institutionsQ4 2023: 1,034 institutionsQ1 2024: 1,015 institutionsQ2 2024: 1,012 institutionsQ3 2024: 989 institutionsQ4 2024: 1,033 institutionsQ1 2025: 1,006 institutionsQ2 2025: 939 institutionsQ3 2025: 970 institutionsQ4 2025: 950 institutionsQ1 2026: 919 institutionsQ2 2026: 913 institutions
Value heldQ1 2022: $24.4B
Q1 2021: $29.9BQ2 2021: $30.1BQ3 2021: $27.3BQ4 2021: $23.7BQ1 2022: $24.4BQ2 2022: $19.8BQ3 2022: $19.6BQ4 2022: $23.8BQ1 2023: $23.9BQ2 2023: $26.9BQ3 2023: $20.6BQ4 2023: $22.2BQ1 2024: $24.5BQ2 2024: $20.2BQ3 2024: $19.6BQ4 2024: $19.3BQ1 2025: $21.0BQ2 2025: $17.6BQ3 2025: $18.9BQ4 2025: $17.9BQ1 2026: $17.4BQ2 2026: $17.1B
Institutions holding ZBH and their total value by quarter
QuarterHoldersValue
Q2 2026913$17.1B
Q1 2026919$17.4B
Q4 2025950$17.9B
Q3 2025970$18.9B
Q2 2025939$17.6B
Q1 20251,006$21.0B
Q4 20241,033$19.3B
Q3 2024989$19.6B
Q2 20241,012$20.2B
Q1 20241,015$24.5B
Q4 20231,034$22.2B
Q3 20231,019$20.6B
Q2 20231,034$26.9B
Q1 2023998$23.9B
Q4 2022979$23.8B
Q3 2022921$19.6B
Q2 2022958$19.8B
Q1 2022979$24.4B
Q4 2021999$23.7B
Q3 2021985$27.3B
Q2 20211,018$30.1B
Q1 20211,031$29.9B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q4 2021.

Institutions holding ZBH in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capstone Investment Advisors, LLC1$00.00%−39,774−100.0%Reduced
Albion Financial Group1$00.00%−1−50.0%Reduced
Surevest, LLC2$00.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.1$00.00%00.0%Unchanged
Mach-1 Financial Group, Inc.5$00.00%00.0%Unchanged
GoalVest Advisory LLC2$00.00%+2New
CFS Investment Advisory Services, LLC20,208$00.00%+20,208New
SJS Investment Consulting Inc.3$00.00%+3New
WestEnd Advisors, LLC–$2550.00%––
Exane Derivatives2$2560.00%+2New
Toth Financial Advisory Corp10$1.00K0.00%00.0%Unchanged
Retirement Group, LLC4$1.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$1.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC5$1.00K0.00%00.0%Unchanged
TSFG, LLC10$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$1.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC5$1.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC10$1.00K0.00%00.0%Unchanged
KB Financial Partners, LLC9$1.00K0.00%00.0%Unchanged
Gould Capital, LLC10$1.00K0.00%00.0%Unchanged
CKW Financial Group10$1.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC9$1.00K0.00%+9New
Global Wealth Management Investment Advisory, Inc.12$2.00K0.00%−97−89.0%Reduced
Freedman Financial Associates, Inc.20$2.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC12$2.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC18$2.00K0.00%00.0%Unchanged
Bogart Wealth, LLC12$2.00K0.00%−1−7.7%Reduced
Schubert & Co13$2.00K0.00%+4+44.4%Added
GW&K Investment Management, LLC16$2.00K0.00%+16New
Disciplined Investments, LLC15$2.00K0.00%+15New
Raffa Wealth Management, LLC18$2.30K0.00%00.0%Unchanged
PFS Partners, LLC21$2.64K0.00%00.0%Unchanged
Stephenson National Bank & Trust27$3.00K0.00%00.0%Unchanged
Sageworth Trust Co20$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc24$3.00K0.00%00.0%Unchanged
Mechanics Financial Corp25$3.00K0.00%00.0%Unchanged
Tucker Asset Management LLC26$3.33K0.00%+26New
Moisand Fitzgerald Tamayo, LLC33$4.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC30$4.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC28$4.00K0.00%00.0%Unchanged
Sierra Capital LLC35$4.00K0.00%00.0%Unchanged
Hoese & Co LLP30$4.00K0.00%00.0%Unchanged
Cordant, Inc.29$4.00K0.00%+29New
West Paces Advisors Inc.32$4.09K0.00%+14+77.8%Added
First Financial Corp37$5.00K0.00%00.0%Unchanged
Proffitt & Goodson Inc43$5.00K0.00%00.0%Unchanged
Capital Analysts, LLC42$5.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC40$5.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC40$5.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC43$5.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC40$5.00K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.40$5.00K0.00%00.0%Unchanged
Lazard Asset Management LLC43$5.00K0.00%+43New
Worth Asset Management, LLC46$5.00K0.00%+46New
Caldwell Trust Co40$5.12K0.00%00.0%Unchanged
Global Financial Private Client, LLC42$5.37K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC44$5.62K0.00%−25−36.2%Reduced
Hudock, Inc.47$6.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC56$7.00K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC64$8.00K0.00%−243−79.2%Reduced
Loomis Sayles & Co L P64$8.00K0.00%−56−46.7%Reduced
BerganKDV Wealth Management, LLC65$8.00K0.00%00.0%Unchanged
Leelyn Smith, LLC66$8.00K0.00%00.0%Unchanged
Lake Point Wealth Management60$8.00K0.00%+60New
HighMark Wealth Management LLC65$8.00K0.01%+65New
PrairieView Partners, LLC73$9.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC72$9.00K0.01%00.0%Unchanged
Activest Wealth Management67$9.00K0.01%+67New
McIlrath & Eck, LLC81$10.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.83$10.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC86$11.0K0.00%+46+115.0%Added
Clear Street Markets LLC86$11.0K0.00%+86New
Baron Financial Group, LLC90$11.5K0.01%00.0%Unchanged
Financial Enhancement Group LLC95$12.0K0.00%00.0%Unchanged
Proequities, Inc.90$12.0K0.00%00.0%Unchanged
Earnest Partners LLC90$12.0K0.00%00.0%Unchanged
MV Capital Management, Inc.94$12.0K0.00%+26+38.2%Added
Kings Point Capital Management100$13.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC103$13.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC102$13.0K0.00%00.0%Unchanged
Trust Co100$13.0K0.00%00.0%Unchanged
First Personal Financial Services100$13.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$13.0K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC104$13.0K0.01%00.0%Unchanged
Zullo Investment Group, Inc.105$13.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC100$13.0K0.00%+5+5.3%Added
Capital Directions Investment Advisors, LLC101$13.0K0.00%+101New
Koshinski Asset Management, Inc.104$13.3K0.00%−373−78.2%Reduced
Financial Perspectives, Inc105$13.4K0.01%00.0%Unchanged
Key Financial Inc108$14.0K0.01%00.0%Unchanged
Seldon Capital LP107$14.0K0.01%00.0%Unchanged
Corsicana & Co.111$14.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC108$14.0K0.00%+21+24.1%Added
Blume Capital Management, Inc.110$14.0K0.00%+100+1,000.0%Added
Tarbox Family Office, Inc.114$15.0K0.00%−38−25.0%Reduced
Northern Oak Wealth Management Inc120$15.0K0.00%00.0%Unchanged
Macroview Investment Management LLC120$15.0K0.02%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.115$15.0K0.00%00.0%Unchanged
Sage Private Wealth Group, LLC126$16.0K0.02%00.0%Unchanged
Fortitude Advisory Group L.L.C.126$16.0K0.01%00.0%Unchanged