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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, Q4 2022

Institutional positions in Zimmer Biomet Holdings, Inc. as of Dec 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
+72 vs. Q3 2022
Shares held
186.5M
−50.4K (0.0%) vs. Q3 2022
Total value
$23.8B
+$4.25B (+21.8%) vs. Q3 2022
New holders
137
294 more added
Sold out
65
332 more reduced

14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 979 institutions
Q1 2021: 1,031 institutionsQ2 2021: 1,018 institutionsQ3 2021: 985 institutionsQ4 2021: 999 institutionsQ1 2022: 979 institutionsQ2 2022: 958 institutionsQ3 2022: 921 institutionsQ4 2022: 979 institutionsQ1 2023: 998 institutionsQ2 2023: 1,034 institutionsQ3 2023: 1,019 institutionsQ4 2023: 1,034 institutionsQ1 2024: 1,015 institutionsQ2 2024: 1,012 institutionsQ3 2024: 989 institutionsQ4 2024: 1,033 institutionsQ1 2025: 1,006 institutionsQ2 2025: 939 institutionsQ3 2025: 970 institutionsQ4 2025: 950 institutionsQ1 2026: 919 institutionsQ2 2026: 913 institutions
Value heldQ4 2022: $23.8B
Q1 2021: $29.9BQ2 2021: $30.1BQ3 2021: $27.3BQ4 2021: $23.7BQ1 2022: $24.4BQ2 2022: $19.8BQ3 2022: $19.6BQ4 2022: $23.8BQ1 2023: $23.9BQ2 2023: $26.9BQ3 2023: $20.6BQ4 2023: $22.2BQ1 2024: $24.5BQ2 2024: $20.2BQ3 2024: $19.6BQ4 2024: $19.3BQ1 2025: $21.0BQ2 2025: $17.6BQ3 2025: $18.9BQ4 2025: $17.9BQ1 2026: $17.4BQ2 2026: $17.1B
Institutions holding ZBH and their total value by quarter
QuarterHoldersValue
Q2 2026913$17.1B
Q1 2026919$17.4B
Q4 2025950$17.9B
Q3 2025970$18.9B
Q2 2025939$17.6B
Q1 20251,006$21.0B
Q4 20241,033$19.3B
Q3 2024989$19.6B
Q2 20241,012$20.2B
Q1 20241,015$24.5B
Q4 20231,034$22.2B
Q3 20231,019$20.6B
Q2 20231,034$26.9B
Q1 2023998$23.9B
Q4 2022979$23.8B
Q3 2022921$19.6B
Q2 2022958$19.8B
Q1 2022979$24.4B
Q4 2021999$23.7B
Q3 2021985$27.3B
Q2 20211,018$30.1B
Q1 20211,031$29.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q3 2022.

Institutions holding ZBH in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Riggs Asset Managment Co. Inc.1$1280.00%00.0%Unchanged
Colonial Trust Advisors1$1280.00%+1New
WestEnd Advisors, LLC2$2550.00%−1−33.3%Reduced
Tfo-TDC, LLC2$2560.00%+2New
JJJ Advisors Inc.3$3700.00%+3New
True Wealth Design, LLC3$3820.00%+3New
Aspire Private Capital, LLC5$6380.00%00.0%Unchanged
Eagle Bay Advisors LLC5$6380.00%00.0%Unchanged
Pinnacle Financial Partners Inc5$6380.00%+5New
EWG Elevate Inc.5$6380.00%+5New
Lazard Asset Management LLC15$1.00K0.00%−50−76.9%Reduced
Penserra Capital Management LLC12$1.00K0.00%+12New
Retirement Group, LLC4$1.00K0.00%+4New
VitalStone Financial, LLC6$1.00K0.00%+6New
Park Place Capital Corp7$1.00K0.00%+7New
Hexagon Capital Partners LLC8$1.02K0.00%+8New
Financial Synergies Wealth Advisors, Inc.9$1.15K0.00%00.0%Unchanged
Toth Financial Advisory Corp10$1.27K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$1.27K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC10$1.27K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC10$1.28K0.00%+5+100.0%Added
Fiduciary Alliance LLC11$1.40K0.00%+11New
West Paces Advisors Inc.12$1.53K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC12$1.53K0.00%00.0%Unchanged
Zullo Investment Group, Inc.16$2.04K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC18$2.29K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$2.29K0.00%00.0%Unchanged
SJS Investment Consulting Inc.19$2.42K0.00%−2−9.5%Reduced
Barrett & Company, Inc.20$2.55K0.00%00.0%Unchanged
Disciplined Investments, LLC20$2.55K0.00%+3+17.6%Added
Newbridge Financial Services Group, Inc.20$2.55K0.00%+20New
PFS Partners, LLC21$2.65K0.00%00.0%Unchanged
Horan Securities, Inc.21$2.68K0.00%00.0%Unchanged
Lee Financial Co23$2.93K0.00%00.0%Unchanged
Stephenson National Bank & Trust27$3.00K0.00%00.0%Unchanged
Mechanics Financial Corp25$3.00K0.00%00.0%Unchanged
Bogart Wealth, LLC24$3.03K0.00%+11+84.6%Added
Versant Capital Management, Inc24$3.06K0.00%00.0%Unchanged
Red Tortoise LLC25$3.19K0.00%+25New
NewSquare Capital LLC26$3.31K0.00%+26New
Abound Wealth Management29$3.70K0.00%+9+45.0%Added
Private Ocean, LLC30$3.83K0.00%00.0%Unchanged
Hanson & Doremus Investment Management33$4.00K0.00%−120−78.4%Reduced
TD Ameritrade Investment Management, LLC32$4.00K0.00%−8−20.0%Reduced
Sierra Capital LLC30$4.00K0.00%00.0%Unchanged
Hoese & Co LLP30$4.00K0.00%00.0%Unchanged
Sageworth Trust Co32$4.00K0.00%+12+60.0%Added
Quarry LP33$4.21K0.00%+33New
Glass Jacobson Investment Advisors llc38$4.84K0.00%+38New
Financial Management Professionals, Inc.37$5.00K0.00%−33−47.1%Reduced
Capital Analysts, LLC43$5.00K0.00%+1+2.4%Added
Carolina Wealth Advisors, LLC40$5.00K0.00%00.0%Unchanged
Hallmark Capital Management Inc40$5.10K0.00%00.0%Unchanged
IAG Wealth Partners, LLC40$5.10K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC40$5.10K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC40$5.10K0.00%+40New
Washington Trust Advisors, Inc.41$5.23K0.00%−188−82.1%Reduced
Global Financial Private Client, LLC42$5.36K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.46$5.87K0.00%00.0%Unchanged
First Financial Corp48$6.12K0.00%00.0%Unchanged
Schubert & Co48$6.12K0.01%+16+50.0%Added
Hollencrest Capital Management50$6.38K0.00%+50New
Y.D. More Investments Ltd50$6.39K0.00%+50New
Tradition Wealth Management, LLC57$7.00K0.00%00.0%Unchanged
Proequities, Inc.60$7.66K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC65$8.29K0.00%00.0%Unchanged
HighMark Wealth Management LLC65$8.29K0.01%+3+4.8%Added
Grey Fox Wealth Advisors, LLC65$8.29K0.01%+65New
Northwest Investment Counselors, LLC66$8.41K0.00%−80−54.8%Reduced
Sugarloaf Wealth Management, LLC70$8.93K0.00%−67−48.9%Reduced
PrairieView Partners, LLC73$9.00K0.00%00.0%Unchanged
Accurate Wealth Management, LLC72$9.04K0.00%+72New
St Germain D J Co Inc71,760$9.15K0.00%+1,161+1.6%Added
Wolff Wiese Magana LLC72$9.18K0.01%00.0%Unchanged
Orion Capital Management LLC75$9.56K0.01%00.0%Unchanged
Align Wealth Management, LLC95$9.93K0.01%+95New
Beaird Harris Wealth Management, LLC78$9.95K0.00%+71+1,014.3%Added
Capital Advisors, Ltd. LLC79$10.0K0.00%+52+192.6%Added
Operose Advisors LLC80$10.2K0.01%+80New
McIlrath & Eck, LLC82$10.4K0.00%+1+1.2%Added
Tilia Fiduciary Partners, Inc.85$10.8K0.01%00.0%Unchanged
Steward Financial Group LLC89$11.0K0.01%+89New
Key Financial Inc108$11.3K0.01%00.0%Unchanged
Earnest Partners LLC90$11.5K0.00%00.0%Unchanged
Bell Investment Advisors, Inc92$11.7K0.00%+2+2.2%Added
Glassy Mountain Advisors, Inc.92$11.7K0.01%+92New
Thompson Siegel & Walmsley LLC96$12.0K0.00%−40−29.4%Reduced
Kessler Investment Group, LLC96$12.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC100$12.8K0.00%00.0%Unchanged
CVA Family Office, LLC100$12.8K0.00%+15+17.6%Added
WFA of San Diego, LLC100$12.8K0.01%+100New
NVWM, LLC100$12.8K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC101$12.9K0.01%00.0%Unchanged
Baystate Wealth Management LLC103$13.0K0.00%+1+1.0%Added
PFG Private Wealth Management, LLC104$13.0K0.01%00.0%Unchanged
Trust Co100$13.0K0.00%00.0%Unchanged
My Personal CFO, LLC103$13.1K0.01%+103New
Financial Perspectives, Inc105$13.4K0.01%00.0%Unchanged
RWM Asset Management, LLC107$13.6K0.00%00.0%Unchanged
Seldon Capital LP107$13.6K0.01%00.0%Unchanged