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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 1,873 | $240.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| David Loasby | 1,809 | $234.0K | 0.03% | +1,809 | New |
| 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 |
| Regent Investment Management LLC | 1,800 | $230.0K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,788 | $229.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Williams Jones Wealth Management, LLC. | 1,754 | $224.0K | 0.00% | +1,754 | New |
| Conning Inc. | 1,742 | $223.0K | 0.01% | −430−19.8% | Reduced |
| 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 |
| Harbor Advisory Corp | 1,729 | $221.0K | 0.09% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,706 | $219.0K | 0.02% | +1,706 | New |
| Burney Co | 1,688 | $216.0K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,656 | $212.2K | 0.01% | +1,656 | New |
| ASB Consultores, LLC | 1,642 | $210.0K | 0.09% | +1,642 | New |
| Sittner & Nelson, LLC | 1,630 | $209.0K | 0.12% | +190+13.2% | Added |
| 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 |
| 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 |
| 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 |
| Cadence Bank NA | 1,570 | $201.0K | 0.06% | +1,570 | New |
| One Capital Management, LLC | 1,566 | $200.0K | 0.01% | +1,566 | New |
| Farmers & Merchants Investments Inc | 1,558 | $199.0K | 0.01% | −3,034−66.1% | Reduced |
| Jones Financial Companies LLLP | 1,521 | $195.0K | 0.00% | −220−12.6% | Reduced |
| Webster Bank, N. A. | 1,427 | $183.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 1,408 | $180.0K | 0.01% | +625+79.8% | Added |
| GHP Investment Advisors, Inc. | 1,389 | $178.0K | 0.01% | +1,389 | New |
| Geneos Wealth Management Inc. | 1,339 | $171.0K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,294 | $168.1K | 0.07% | +1,294 | New |
| Ellevest, Inc. | 1,310 | $168.0K | 0.01% | +534+68.8% | Added |
| Ci Investments Inc. | 1,271 | $163.0K | 0.00% | +135+11.9% | Added |
| Assenagon Asset Management S.A. | 1,264 | $162.0K | 0.00% | +26+2.1% | Added |
| Parkside Financial Bank & Trust | 1,212 | $155.0K | 0.04% | +194+19.1% | 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 |
| Lindbrook Capital, LLC | 1,179 | $151.0K | 0.02% | +835+242.7% | Added |
| Brown, Lisle/Cummings, Inc. | 1,175 | $150.3K | 0.07% | +50+4.4% | Added |
| Quadrant Capital Group LLC | 1,035 | $132.0K | 0.02% | +191+22.6% | 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 |
| Benjamin F. Edwards & Company, Inc. | 943 | $121.0K | 0.01% | +63+7.2% | Added |
| American Portfolios Advisors | 943 | $120.6K | 0.00% | −22−2.3% | Reduced |
| Covestor Ltd | 926 | $118.0K | 0.08% | +488+111.4% | Added |
| Parallel Advisors, LLC | 906 | $117.0K | 0.00% | −95−9.5% | Reduced |
| Bedel Financial Consulting, Inc. | 887 | $113.0K | 0.04% | +6+0.7% | Added |
| Sandy Spring Bank | 861 | $110.0K | 0.01% | +4+0.5% | Added |
| CNB Bank | 805 | $103.0K | 0.06% | −135−14.4% | Reduced |
| Deseret Mutual Benefit Administrators | 803 | $103.0K | 0.02% | +14+1.8% | Added |
| Boit C F David | 800 | $102.0K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 800 | $102.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 750 | $101.5K | 0.00% | −664−47.0% | Reduced |
| 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 |
| Manchester Capital Management LLC | 759 | $97.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Endurance Wealth Management, Inc. | 700 | $90.0K | 0.01% | −400−36.4% | Reduced |
| Tompkins Financial Corp | 675 | $86.0K | 0.01% | +430+175.5% | Added |
| Hazlett, Burt & Watson, Inc. | 635 | $82.0K | 0.06% | +635 | New |
| Salem Investment Counselors Inc | 634 | $81.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 624 | $80.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 612 | $79.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| S.A. Mason LLC | 600 | $77.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 602 | $77.0K | 0.03% | +602 | New |
| Concord Wealth Partners | 576 | $74.0K | 0.02% | −62−9.7% | Reduced |
| FourThought Financial, LLC | 582 | $74.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 573 | $73.0K | 0.01% | −33−5.4% | Reduced |
| TCI Wealth Advisors, Inc. | 562 | $72.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 550 | $70.0K | 0.03% | 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 |
| Howe & Rusling Inc | 528 | $68.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 521 | $67.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Aua Capital Management, LLC | 495 | $63.0K | 0.03% | +495 | New |
| 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 |