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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 100 | $13.0K | 0.00% | +5+5.3% | Added |
| Capital Directions Investment Advisors, LLC | 101 | $13.0K | 0.00% | +101 | New |
| Financial Enhancement Group LLC | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $12.0K | 0.00% | +26+38.2% | Added |
| Baron Financial Group, LLC | 90 | $11.5K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 86 | $11.0K | 0.00% | +46+115.0% | Added |
| Clear Street Markets LLC | 86 | $11.0K | 0.00% | +86 | New |
| McIlrath & Eck, LLC | 81 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 83 | $10.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 72 | $9.00K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 67 | $9.00K | 0.01% | +67 | New |
| Beaird Harris Wealth Management, LLC | 64 | $8.00K | 0.00% | −243−79.2% | Reduced |
| Loomis Sayles & Co L P | 64 | $8.00K | 0.00% | −56−46.7% | Reduced |
| BerganKDV Wealth Management, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 60 | $8.00K | 0.00% | +60 | New |
| HighMark Wealth Management LLC | 65 | $8.00K | 0.01% | +65 | New |
| Tradition Wealth Management, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 44 | $5.62K | 0.00% | −25−36.2% | Reduced |
| Global Financial Private Client, LLC | 42 | $5.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 40 | $5.12K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 43 | $5.00K | 0.00% | +43 | New |
| Worth Asset Management, LLC | 46 | $5.00K | 0.00% | +46 | New |
| West Paces Advisors Inc. | 32 | $4.09K | 0.00% | +14+77.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 29 | $4.00K | 0.00% | +29 | New |
| Tucker Asset Management LLC | 26 | $3.33K | 0.00% | +26 | New |
| Stephenson National Bank & Trust | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $2.30K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 12 | $2.00K | 0.00% | −97−89.0% | Reduced |
| Freedman Financial Associates, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $2.00K | 0.00% | −1−7.7% | Reduced |
| Schubert & Co | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| GW&K Investment Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Toth Financial Advisory Corp | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Exane Derivatives | 2 | $256 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $255 | 0.00% | – | – |
| Capstone Investment Advisors, LLC | 1 | $0 | 0.00% | −39,774−100.0% | Reduced |
| Albion Financial Group | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Surevest, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 20,208 | $0 | 0.00% | +20,208 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −2,496,245−100.0% | Sold out |
| Focused Investors LLC | 0 | $0 | 0.00% | −668,600−100.0% | Sold out |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −564,300−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −342,457−100.0% | Sold out |
| Fir Tree Capital Management LP | 0 | $0 | 0.00% | −332,252−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −302,903−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −245,000−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −158,725−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −104,155−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −103,022−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −93,122−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −88,689−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −83,773−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −82,794−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −71,833−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −66,013−100.0% | Sold out |
| North Growth Management Ltd. | 0 | $0 | 0.00% | −64,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −56,925−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −51,634−100.0% | Sold out |