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, Q3 2022
Institutional positions in Zimmer Biomet Holdings, Inc. as of Sep 30, 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
- 921
- −29 vs. Q2 2022
- Shares held
- 187.8M
- −148.5K (−0.1%) vs. Q2 2022
- Total value
- $19.6B
- −$105.9M (−0.5%) vs. Q2 2022
- New holders
- 60
- 288 more added
- Sold out
- 89
- 354 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McMorgan & Co LLC | 4,600 | $481.0K | 0.11% | −40−0.9% | Reduced |
| Chemung Canal Trust Co | 4,605 | $481.0K | 0.12% | +13+0.3% | Added |
| Aristotle Capital Management, LLC | 4,500 | $470.0K | 0.00% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,199 | $469.0K | 0.09% | −708−14.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,460 | $466.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 4,377 | $458.0K | 0.26% | −152−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 4,367 | $457.0K | 0.01% | +902+26.0% | Added |
| Kovack Advisors, Inc. | 4,357 | $455.0K | 0.07% | −9−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,349 | $455.0K | 0.00% | +4,349 | New |
| Atlas Capital Advisors LLC | 4,299 | $449.5K | 0.08% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,270 | $446.0K | 0.12% | −101−2.3% | Reduced |
| Cim Investment Mangement Inc | 4,256 | $445.0K | 0.20% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,260 | $445.0K | 0.01% | +244+6.1% | Added |
| Stock Yards Bank & Trust Co | 4,223 | $441.0K | 0.02% | −298−6.6% | Reduced |
| Dana Investment Advisors, Inc. | 4,199 | $439.0K | 0.02% | −339−7.5% | Reduced |
| Simplex Trading, LLC | 4,204 | $439.0K | 0.02% | +4,204 | New |
| Cohen Lawrence B | 4,175 | $436.0K | 0.34% | −1,486−26.2% | Reduced |
| Curbstone Financial Management Corp | 4,166 | $436.0K | 0.11% | +48+1.2% | Added |
| InTrack Investment Management Inc | 4,163 | $435.0K | 0.48% | −442−9.6% | Reduced |
| Ballentine Partners, LLC | 4,130 | $432.0K | 0.01% | +217+5.5% | Added |
| Center for Financial Planning, Inc. | 4,110 | $430.0K | 0.11% | −8−0.2% | Reduced |
| Vontobel Holding Ltd. | 3,998 | $429.0K | 0.01% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 4,040 | $422.0K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,045 | $422.0K | 0.07% | +345+9.3% | Added |
| Prelude Capital Management, LLC | 4,029 | $421.0K | 0.02% | +1,396+53.0% | Added |
| Probity Advisors, Inc. | 4,012 | $419.0K | 0.10% | −229−5.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,979 | $416.0K | 0.02% | +1,156+40.9% | Added |
| Estabrook Capital Management | 3,970 | $415.1K | 0.08% | −440−10.0% | Reduced |
| Financial Network Wealth Management LLC | 3,970 | $415.0K | 0.26% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,969 | $415.0K | 0.05% | +3,969 | New |
| Capital Insight Partners, LLC | 3,930 | $411.0K | 0.11% | −508−11.4% | Reduced |
| Blueshift Asset Management, LLC | 3,907 | $408.0K | 0.09% | +3,907 | New |
| Janney Capital Management LLC | 3,861 | $404.0K | 0.03% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 3,850 | $402.0K | 0.30% | −1,275−24.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,808 | $398.0K | 0.17% | −374−8.9% | Reduced |
| Davenport & Co LLC | 3,795 | $397.0K | 0.00% | +106+2.9% | Added |
| Lee Danner & Bass Inc | 3,781 | $395.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,737 | $391.0K | 0.02% | −36−1.0% | Reduced |
| Choate Investment Advisors | 3,729 | $390.0K | 0.03% | −75−2.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,700 | $386.0K | 0.18% | −200−5.1% | Reduced |
| Advisor Partners II, LLC | 3,652 | $382.0K | 0.03% | +3,652 | New |
| North Star Asset Management Inc | 3,644 | $381.0K | 0.03% | −250−6.4% | Reduced |
| Cowen and Company, LLC | 3,632 | $380.0K | 0.04% | +3,632 | New |
| Meridian Investment Counsel Inc. | 3,598 | $376.0K | 0.17% | −12−0.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,572 | $373.0K | 0.13% | −40−1.1% | Reduced |
| Haverford Trust Co | 3,558 | $372.0K | 0.01% | −196−5.2% | Reduced |
| Flputnam Investment Management Co | 3,539 | $370.0K | 0.01% | −2−0.1% | Reduced |
| Cobblestone Capital Advisors LLC | 3,534 | $369.0K | 0.03% | −100−2.8% | Reduced |
| Neville Rodie & Shaw Inc | 3,500 | $366.0K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,498 | $366.0K | 0.01% | +24+0.7% | Added |
| Westside Investment Management, Inc. | 3,491 | $364.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,474 | $363.0K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,466 | $362.0K | 0.01% | +3,466 | New |
| ICA Group Wealth Management, LLC | 3,456 | $361.0K | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,444 | $360.0K | 0.04% | +182+5.6% | Added |
| Evercore Wealth Management, LLC | 3,422 | $358.0K | 0.01% | +80+2.4% | Added |
| Indie Asset Partners, LLC | 3,405 | $356.0K | 0.36% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,400 | $355.0K | 0.24% | +100+3.0% | Added |
| Echo Street Capital Management LLC | 3,385 | $354.0K | 0.00% | −1,538−31.2% | Reduced |
| First National Bank & Trust Co of Newtown | 3,332 | $348.0K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 3,322 | $347.0K | 0.01% | −897−21.3% | Reduced |
| Diligent Investors, LLC | 3,301 | $345.0K | 0.12% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 3,301 | $345.0K | 0.12% | +50+1.5% | Added |
| Chatham Capital Group, Inc. | 3,283 | $343.0K | 0.08% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 3,274 | $343.0K | 0.03% | +26+0.8% | Added |
| Capital Asset Advisory Services LLC | 3,270 | $342.0K | 0.04% | −346−9.6% | Reduced |
| Meixler Investment Management, Ltd. | 3,239 | $339.0K | 0.40% | −47−1.4% | Reduced |
| Altfest L J & Co Inc | 3,242 | $339.0K | 0.06% | +1,280+65.2% | Added |
| Profund Advisors LLC | 3,228 | $337.0K | 0.02% | −237−6.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,208 | $335.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 3,184 | $333.0K | 0.00% | −11,447−78.2% | Reduced |
| RFG Advisory, LLC | 3,133 | $333.0K | 0.02% | −1,339−29.9% | Reduced |
| Berkshire Bank | 3,170 | $332.0K | 0.10% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,155 | $330.0K | 0.00% | +2,046+184.5% | Added |
| Boenning & Scattergood, Inc. | 3,120 | $326.0K | 0.07% | +27+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 3,119 | $326.0K | 0.03% | +142+4.8% | Added |
| Riverwater Partners LLC | 3,096 | $324.0K | 0.32% | +501+19.3% | Added |
| King Luther Capital Management Corp | 3,085 | $323.0K | 0.00% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,072 | $322.0K | 0.05% | +149+5.1% | Added |
| Sutton Wealth Advisors Inc. | 3,064 | $320.3K | 0.13% | −16−0.5% | Reduced |
| American Portfolios Advisors | 3,037 | $317.5K | 0.01% | −128−4.0% | Reduced |
| Investment Partners, Ltd. | 3,020 | $316.0K | 0.09% | +3,020 | New |
| Symmetry Partners, LLC | 2,970 | $311.0K | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 2,944 | $309.0K | 0.02% | +350+13.5% | Added |
| Apollon Wealth Management, LLC | 2,905 | $304.0K | 0.03% | −420−12.6% | Reduced |
| Marietta Investment Partners LLC | 2,895 | $304.0K | 0.09% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 2,900 | $303.0K | 0.11% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,875 | $301.0K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 2,862 | $300.0K | 0.01% | +2,862 | New |
| Sheaff Brock Investment Advisors, LLC | 2,848 | $298.0K | 0.04% | +2,848 | New |
| Canandaigua National Corp | 2,837 | $297.0K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,818 | $295.0K | 0.02% | −200−6.6% | Reduced |
| 55I, LLC | 2,804 | $293.0K | 0.01% | +2,804 | New |
| Intrust Bank NA | 2,786 | $291.0K | 0.04% | +493+21.5% | Added |
| Ironwood Financial, llc | 2,777 | $290.0K | 0.10% | −200−6.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,742 | $287.0K | 0.01% | +2,028+284.0% | Added |
| Western Wealth Management, LLC | 2,707 | $284.0K | 0.02% | −76−2.7% | Reduced |
| Venture Visionary Partners LLC | 2,720 | $284.0K | 0.02% | −31−1.1% | Reduced |
| Kanawha Capital Management LLC | 2,711 | $283.0K | 0.03% | −246−8.3% | Reduced |
| IFP Advisors, Inc | 4,289 | $283.0K | 0.01% | +891+26.2% | Added |