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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 110 | $14.0K | 0.00% | −4,000−97.3% | Reduced |
| Mendota Financial Group, LLC | 115 | $14.7K | 0.02% | +115 | New |
| Baker Avenue Asset Management, LP | 120 | $15.3K | 0.00% | +120 | New |
| WJ Interests, LLC | 120 | $15.3K | 0.01% | +120 | New |
| BOK Financial Private Wealth, Inc. | 120 | $15.3K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 125 | $16.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $16.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 131 | $16.7K | 0.00% | +14+12.0% | Added |
| Plante Moran Financial Advisors, LLC | 133 | $17.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 135 | $17.2K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 136 | $17.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 138 | $17.6K | 0.01% | +138 | New |
| Addison Advisors LLC | 140 | $17.9K | 0.01% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 140 | $17.9K | 0.01% | +140 | New |
| Burleson & Company, LLC | 140 | $17.9K | 0.00% | −71−33.6% | Reduced |
| First Personal Financial Services | 146 | $18.6K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 156 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 149 | $19.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 156 | $19.9K | 0.01% | +156 | New |
| Old Second National Bank of Aurora | 160 | $20.4K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 160 | $20.4K | 0.01% | +160 | New |
| Montag A & Associates Inc | 160 | $20.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 164 | $20.9K | 0.00% | +12+7.9% | Added |
| Valley National Advisers Inc | 171 | $21.0K | 0.00% | −23−11.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $21.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 165 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 167 | $21.3K | 0.01% | +167 | New |
| Archer Investment Corp | 173 | $22.1K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 176 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 180 | $23.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 181 | $23.1K | 0.01% | +181 | New |
| Gradient Investments LLC | 185 | $23.6K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 187 | $23.8K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 191 | $24.0K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 190 | $24.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 198 | $25.0K | 0.02% | +198 | New |
| Stephens Consulting, LLC | 200 | $25.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $25.5K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 214 | $26.6K | 0.02% | +214 | New |
| Clear Street Markets LLC | 212 | $27.0K | 0.01% | +212 | New |
| Zions Bancorporation, N.A. | 215 | $27.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 218 | $27.8K | 0.01% | −4−1.8% | Reduced |
| HHM Wealth Advisors, LLC | 219 | $27.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 224 | $28.6K | 0.00% | −86−27.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 224 | $28.6K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $29.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 238 | $30.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 300 | $31.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 244 | $31.0K | 0.00% | −1−0.4% | Reduced |
| High Net Worth Advisory Group LLC | 246 | $31.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 247 | $31.5K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 253 | $32.3K | 0.01% | −2−0.8% | Reduced |
| US Asset Management LLC | 256 | $33.0K | 0.04% | +256 | New |
| State of Wyoming | 263 | $33.5K | 0.01% | −4−1.5% | Reduced |
| Glassman Wealth Services | 276 | $35.2K | 0.01% | +10+3.8% | Added |
| South State Corp. | 290 | $37.0K | 0.00% | −5−1.7% | Reduced |
| Westside Investment Management, Inc. | 295 | $37.0K | 0.00% | −3,196−91.5% | Reduced |
| Red Cedar Capital, LLC | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $38.0K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 293 | $38.0K | 0.02% | +293 | New |
| Investment Research & Advisory Group, Inc. | 300 | $38.3K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 310 | $40.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 318 | $40.5K | 0.00% | +68+27.2% | Added |
| AdvisorNet Financial, Inc | 321 | $40.9K | 0.00% | −86−21.1% | Reduced |
| General Partner, Inc. | 325 | $41.4K | 0.04% | +325 | New |
| Sound Income Strategies, LLC | 328 | $41.8K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 331 | $42.2K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 337 | $43.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 338 | $43.1K | 0.02% | +338 | New |
| CoreCap Advisors, LLC | 348 | $44.4K | 0.00% | +348 | New |
| New Hampshire Trust | 354 | $45.1K | 0.01% | +354 | New |
| Ancora Advisors, LLC | 357 | $46.0K | 0.00% | +32+9.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 368 | $46.9K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 307 | $46.9K | 0.00% | −18−5.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 374 | $47.8K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 380 | $48.0K | 0.02% | +371+4,122.2% | Added |
| Deseret Mutual Benefit Administrators | 379 | $48.3K | 0.02% | −322−45.9% | Reduced |
| Vigilant Capital Management, LLC | 382 | $49.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 397 | $50.6K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 399 | $50.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 403 | $51.4K | 0.00% | −54−11.8% | Reduced |
| JNBA Financial Advisors | 418 | $53.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 435 | $55.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 452 | $57.6K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 453 | $57.8K | 0.01% | +453 | New |
| Old North State Trust, LLC | 456 | $58.0K | 0.04% | −64−12.3% | Reduced |
| Quent Capital, LLC | 458 | $58.4K | 0.01% | −39−7.8% | Reduced |
| Arcus Capital Partners, LLC | 462 | $58.9K | 0.02% | +462 | New |
| TCI Wealth Advisors, Inc. | 472 | $60.2K | 0.01% | −15−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 588 | $61.0K | 0.00% | +177+43.1% | Added |
| Rosenberg Matthew Hamilton | 480 | $61.2K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 495 | $63.1K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $64.6K | 0.03% | 00.0% | Unchanged |
| Knuff & Co LLC | 507 | $64.6K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 507 | $64.7K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 510 | $65.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 521 | $66.4K | 0.03% | 00.0% | Unchanged |