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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 608 | $78.0K | 0.00% | +13+2.2% | Added |
| Allworth Financial LP | 610 | $78.0K | 0.00% | +386+172.3% | Added |
| Smithfield Trust Co | 612 | $79.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 624 | $80.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 634 | $81.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 635 | $82.0K | 0.06% | +635 | New |
| Tompkins Financial Corp | 675 | $86.0K | 0.01% | +430+175.5% | Added |
| Endurance Wealth Management, Inc. | 700 | $90.0K | 0.01% | −400−36.4% | Reduced |
| TFC Financial Management | 716 | $92.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 718 | $92.0K | 0.03% | +449+166.9% | Added |
| M&R Capital Management Inc | 727 | $92.0K | 0.02% | +497+216.1% | Added |
| Manchester Capital Management LLC | 759 | $97.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 769 | $98.0K | 0.01% | −429−35.8% | Reduced |
| EverSource Wealth Advisors, LLC | 764 | $98.0K | 0.02% | +33+4.5% | Added |
| TD Waterhouse Canada Inc. | 750 | $101.5K | 0.00% | −664−47.0% | Reduced |
| Boit C F David | 800 | $102.0K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 800 | $102.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 805 | $103.0K | 0.06% | −135−14.4% | Reduced |
| Deseret Mutual Benefit Administrators | 803 | $103.0K | 0.02% | +14+1.8% | Added |
| Sandy Spring Bank | 861 | $110.0K | 0.01% | +4+0.5% | Added |
| Bedel Financial Consulting, Inc. | 887 | $113.0K | 0.04% | +6+0.7% | Added |
| Parallel Advisors, LLC | 906 | $117.0K | 0.00% | −95−9.5% | Reduced |
| Covestor Ltd | 926 | $118.0K | 0.08% | +488+111.4% | Added |
| American Portfolios Advisors | 943 | $120.6K | 0.00% | −22−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 943 | $121.0K | 0.01% | +63+7.2% | Added |
| Fieldpoint Private Securities, LLC | 990 | $127.0K | 0.03% | −63−6.0% | Reduced |
| Curi Capital | 999 | $127.0K | 0.02% | +2+0.2% | Added |
| Quadrant Capital Group LLC | 1,035 | $132.0K | 0.02% | +191+22.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,175 | $150.3K | 0.07% | +50+4.4% | Added |
| Lindbrook Capital, LLC | 1,179 | $151.0K | 0.02% | +835+242.7% | Added |
| Harbor Investment Advisory, LLC | 1,196 | $153.0K | 0.02% | −2,152−64.3% | Reduced |
| Arrow Financial Corp | 1,195 | $153.0K | 0.02% | −80−6.3% | Reduced |
| Parkside Financial Bank & Trust | 1,212 | $155.0K | 0.04% | +194+19.1% | Added |
| Assenagon Asset Management S.A. | 1,264 | $162.0K | 0.00% | +26+2.1% | Added |
| Ci Investments Inc. | 1,271 | $163.0K | 0.00% | +135+11.9% | Added |
| Ellevest, Inc. | 1,310 | $168.0K | 0.01% | +534+68.8% | Added |
| Icapital Wealth LLC | 1,294 | $168.1K | 0.07% | +1,294 | New |
| Geneos Wealth Management Inc. | 1,339 | $171.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,389 | $178.0K | 0.01% | +1,389 | New |
| AIA Group Ltd | 1,408 | $180.0K | 0.01% | +625+79.8% | Added |
| Webster Bank, N. A. | 1,427 | $183.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,521 | $195.0K | 0.00% | −220−12.6% | Reduced |
| Farmers & Merchants Investments Inc | 1,558 | $199.0K | 0.01% | −3,034−66.1% | Reduced |
| One Capital Management, LLC | 1,566 | $200.0K | 0.01% | +1,566 | New |
| Cadence Bank NA | 1,570 | $201.0K | 0.06% | +1,570 | New |
| Bragg Financial Advisors, Inc | 1,578 | $202.0K | 0.01% | +31+2.0% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,576 | $202.0K | 0.02% | −50−3.1% | Reduced |
| Abbot Financial Management, Inc. | 1,580 | $202.0K | 0.10% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,586 | $203.0K | 0.01% | −69−4.2% | Reduced |
| Transcend Wealth Collective, LLC | 1,584 | $203.0K | 0.02% | +1,584 | New |
| Washington Trust Bank | 1,618 | $207.0K | 0.02% | −40−2.4% | Reduced |
| Boston Family Office LLC | 1,618 | $207.0K | 0.01% | −3−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 1,616 | $207.0K | 0.03% | +26+1.6% | Added |
| Sittner & Nelson, LLC | 1,630 | $209.0K | 0.12% | +190+13.2% | Added |
| ASB Consultores, LLC | 1,642 | $210.0K | 0.09% | +1,642 | New |
| Focus Financial Network, Inc. | 1,656 | $212.2K | 0.01% | +1,656 | New |
| Burney Co | 1,688 | $216.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,706 | $219.0K | 0.02% | +1,706 | New |
| Harbor Advisory Corp | 1,729 | $221.0K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,738 | $222.0K | 0.07% | −508−22.6% | Reduced |
| Clarius Group, LLC | 1,750 | $222.0K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 1,742 | $223.0K | 0.01% | −430−19.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,754 | $224.0K | 0.00% | +1,754 | New |
| Sym Financial Corp | 1,769 | $226.0K | 0.10% | +82+4.9% | Added |
| Fund Management at Engine No. 1 LLC | 1,769 | $226.0K | 0.06% | +1,769 | New |
| Evermay Wealth Management LLC | 1,788 | $229.0K | 0.04% | 00.0% | Unchanged |
| Regent Investment Management LLC | 1,800 | $230.0K | 0.05% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,810 | $231.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,802 | $231.0K | 0.09% | +1,802 | New |
| David Loasby | 1,809 | $234.0K | 0.03% | +1,809 | New |
| United Bank | 1,838 | $235.0K | 0.03% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,837 | $235.0K | 0.05% | +99+5.7% | Added |
| Financial Advocates Investment Management | 1,837 | $235.0K | 0.02% | +1,837 | New |
| Fukoku Mutual Life Insurance Co | 1,850 | $237.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,853 | $237.0K | 0.10% | +4+0.2% | Added |
| Certified Advisory Corp | 1,870 | $239.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,872 | $239.0K | 0.01% | +1,872 | New |
| HB Wealth Management, LLC | 1,866 | $239.0K | 0.00% | +1,866 | New |
| Essex Financial Services, Inc. | 1,873 | $240.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 1,900 | $243.0K | 0.20% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,933 | $247.0K | 0.13% | −175−8.3% | Reduced |
| Moneta Group Investment Advisors LLC | 1,931 | $247.0K | 0.01% | +176+10.0% | Added |
| Peoples Financial Services Corp. | 1,940 | $248.0K | 0.11% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,945 | $249.0K | 0.01% | −63−3.1% | Reduced |
| Montecito Bank & Trust | 1,947 | $249.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,943 | $249.0K | 0.17% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,091 | $252.0K | 0.02% | +3+0.1% | Added |
| WealthPlan Investment Management, LLC | 2,091 | $252.0K | 0.02% | +2,091 | New |
| Tobam | 1,977 | $253.0K | 0.01% | +1,205+156.1% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $256.0K | 0.03% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $256.0K | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,039 | $261.0K | 0.01% | −73−3.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,050 | $262.0K | 0.13% | +150+7.9% | Added |
| We Are One Seven, LLC | 2,061 | $264.0K | 0.03% | −4,582−69.0% | Reduced |
| Horan Capital Advisors, LLC. | 2,083 | $266.0K | 0.11% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,080 | $266.0K | 0.16% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,079 | $266.0K | 0.01% | +255+14.0% | Added |
| Stockman Wealth Management, Inc. | 2,085 | $267.0K | 0.06% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 2,091 | $268.0K | 0.03% | −194−8.5% | Reduced |
| Trust Asset Management LLC | 2,092 | $268.0K | 0.03% | +84+4.2% | Added |