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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 125 | $16.0K | 0.01% | +125 | New |
| Plante Moran Financial Advisors, LLC | 133 | $17.0K | 0.00% | −44−24.9% | Reduced |
| Institutional & Family Asset Management, LLC | 136 | $17.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 135 | $17.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 140 | $18.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 146 | $19.0K | 0.01% | +80+121.2% | Added |
| Winch Advisory Services, LLC | 159 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 153 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 160 | $20.0K | 0.00% | +160 | New |
| Tortoise Investment Management, LLC | 165 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $21.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 165 | $21.0K | 0.00% | +131+385.3% | Added |
| Archer Investment Corp | 173 | $22.0K | 0.01% | −173−50.0% | Reduced |
| Focused Wealth Management, Inc | 176 | $22.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 178 | $22.0K | 0.02% | +178 | New |
| Riverview Trust Co | 178 | $23.0K | 0.02% | +178 | New |
| Bank of New Hampshire | 180 | $23.0K | 0.01% | +180 | New |
| Valley National Advisers Inc | 188 | $24.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 185 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 191 | $24.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 193 | $25.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 192 | $25.0K | 0.00% | +35+22.3% | Added |
| Zions Bancorporation, N.A. | 196 | $25.0K | 0.00% | +47+31.5% | Added |
| Stephens Consulting, LLC | 200 | $25.6K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $26.0K | 0.00% | −176−46.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 207 | $26.0K | 0.00% | +18+9.5% | Added |
| Crewe Advisors LLC | 200 | $26.0K | 0.01% | +80+66.7% | Added |
| Motco | 200 | $26.0K | 0.00% | +200 | New |
| Burleson & Company, LLC | 211 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 209 | $27.0K | 0.01% | +209 | New |
| HHM Wealth Advisors, LLC | 219 | $28.0K | 0.01% | +100+84.0% | Added |
| Hall Laurie J Trustee | 224 | $29.0K | 0.01% | −1,475−86.8% | Reduced |
| Washington Trust Advisors, Inc. | 227 | $29.0K | 0.00% | −219−49.1% | Reduced |
| Private Ocean, LLC | 230 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 224 | $29.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 245 | $31.0K | 0.01% | −135−35.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 240 | $31.0K | 0.00% | −11−4.4% | Reduced |
| High Net Worth Advisory Group LLC | 246 | $31.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 249 | $32.0K | 0.00% | +23+10.2% | Added |
| NVWM, LLC | 250 | $32.0K | 0.01% | +150+150.0% | Added |
| TCWP LLC | 255 | $32.0K | 0.01% | +255 | New |
| Montag A & Associates Inc | 260 | $33.0K | 0.00% | −1,120−81.2% | Reduced |
| FinTrust Capital Advisors, LLC | 255 | $33.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 256 | $33.0K | 0.03% | +256 | New |
| Old Second National Bank of Aurora | 262 | $34.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 267 | $34.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 280 | $35.8K | 0.01% | +280 | New |
| Tradewinds Capital Management, LLC | 281 | $36.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 280 | $36.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 300 | $38.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 320 | $41.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 318 | $41.0K | 0.00% | +318 | New |
| Carmichael Hill & Associates, Inc. | 331 | $42.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 325 | $42.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 337 | $43.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 337 | $44.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 346 | $45.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 350 | $45.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 366 | $47.0K | 0.01% | −11−2.9% | Reduced |
| IndexIQ Advisors LLC | 376 | $48.0K | 0.00% | +376 | New |
| Vigilant Capital Management, LLC | 382 | $49.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 381 | $49.0K | 0.00% | +381 | New |
| Glen Eagle Advisors, LLC | 397 | $50.8K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 399 | $51.0K | 0.00% | −249−38.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 401 | $51.0K | 0.01% | +1+0.3% | Added |
| JNBA Financial Advisors | 395 | $51.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 430 | $55.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 431 | $55.1K | 0.00% | +30+7.5% | Added |
| State of Wyoming | 443 | $57.0K | 0.03% | −27−5.7% | Reduced |
| IMA Wealth, Inc. | 452 | $58.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 454 | $58.0K | 0.00% | +201+79.4% | Added |
| AdvisorNet Financial, Inc | 462 | $59.0K | 0.00% | −44−8.7% | Reduced |
| Gemmer Asset Management LLC | 478 | $61.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 478 | $61.0K | 0.01% | +149+45.3% | Added |
| Rosenberg Matthew Hamilton | 480 | $61.0K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 495 | $63.0K | 0.03% | +495 | New |
| Heritage Wealth Advisors | 500 | $64.0K | 0.00% | −31−5.8% | Reduced |
| Piscataqua Savings Bank | 507 | $64.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 496 | $64.0K | 0.01% | +44+9.7% | Added |
| Knuff & Co LLC | 507 | $65.0K | 0.02% | −1,093−68.3% | Reduced |
| Acadian Asset Management LLC | 510 | $65.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $65.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 521 | $67.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 528 | $68.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 536 | $69.0K | 0.00% | −1,168−68.5% | Reduced |
| Private Capital Group, LLC | 540 | $69.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 550 | $70.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 562 | $72.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 573 | $73.0K | 0.01% | −33−5.4% | Reduced |
| Concord Wealth Partners | 576 | $74.0K | 0.02% | −62−9.7% | Reduced |
| FourThought Financial, LLC | 582 | $74.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 600 | $77.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 602 | $77.0K | 0.03% | +602 | New |