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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 550 | $70.1K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 567 | $72.3K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 567 | $72.4K | 0.01% | +567 | New |
| North Star Investment Management Corp. | 582 | $74.3K | 0.01% | +9+1.6% | Added |
| Smithfield Trust Co | 586 | $75.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 600 | $76.5K | 0.00% | −14,034−95.9% | Reduced |
| S.A. Mason LLC | 600 | $76.5K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 601 | $76.6K | 0.01% | +38+6.7% | Added |
| DT Investment Partners, LLC | 610 | $77.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 631 | $80.5K | 0.00% | −85−11.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 635 | $81.0K | 0.07% | 00.0% | Unchanged |
| Walleye Trading LLC | 645 | $82.2K | 0.00% | +645 | New |
| Benjamin F. Edwards & Company, Inc. | 649 | $83.0K | 0.00% | +10+1.6% | Added |
| Western Pacific Wealth Management, LP | 663 | $84.5K | 0.07% | +239+56.4% | Added |
| Salem Investment Counselors Inc | 664 | $84.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 671 | $85.6K | 0.01% | +1+0.1% | Added |
| Tompkins Financial Corp | 675 | $86.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 683 | $87.1K | 0.01% | +239+53.8% | Added |
| Endurance Wealth Management, Inc. | 700 | $89.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $89.0K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 704 | $89.8K | 0.01% | +704 | New |
| Parkside Financial Bank & Trust | 712 | $90.8K | 0.03% | +15+2.2% | Added |
| TFC Financial Management | 716 | $91.3K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 724 | $92.3K | 0.06% | −66−8.4% | Reduced |
| M&R Capital Management Inc | 747 | $95.2K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 750 | $95.6K | 0.04% | +750 | New |
| Pacer Advisors, Inc. | 758 | $96.6K | 0.00% | −4,895−86.6% | Reduced |
| Manchester Capital Management LLC | 759 | $96.8K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 800 | $102.0K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 800 | $102.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 800 | $102.0K | 0.03% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 813 | $103.7K | 0.11% | +813 | New |
| AXS Investments LLC | 822 | $104.8K | 0.04% | +822 | New |
| Larson Financial Group LLC | 835 | $106.4K | 0.01% | +258+44.7% | Added |
| EverSource Wealth Advisors, LLC | 851 | $108.5K | 0.02% | +67+8.5% | Added |
| Ci Investments Inc. | 887 | $113.0K | 0.00% | +108+13.9% | Added |
| Brown, Lisle/Cummings, Inc. | 925 | $117.9K | 0.06% | −250−21.3% | Reduced |
| First Horizon Advisors, Inc. | 930 | $118.6K | 0.00% | −80−7.9% | Reduced |
| Sandy Spring Bank | 931 | $118.7K | 0.01% | −8−0.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 968 | $123.0K | 0.18% | −324−25.1% | Reduced |
| Field & Main Bank | 975 | $124.3K | 0.08% | −25−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 996 | $127.0K | 0.00% | +295+42.1% | Added |
| Harbor Investment Advisory, LLC | 999 | $127.4K | 0.02% | −166−14.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $127.5K | 0.06% | +1,000 | New |
| Alan B. Lancz & Associates, Inc. | 1,050 | $129.5K | 0.13% | +1,050 | New |
| Arrow Financial Corp | 1,020 | $130.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,026 | $131.0K | 0.11% | +321+45.5% | Added |
| GHP Investment Advisors, Inc. | 1,031 | $131.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,032 | $132.0K | 0.02% | −112−9.8% | Reduced |
| Tobam | 1,088 | $139.0K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 1,173 | $150.0K | 0.42% | −807−40.8% | Reduced |
| Thomas White International Ltd | 1,191 | $151.9K | 0.03% | −619−34.2% | Reduced |
| Lindbrook Capital, LLC | 1,219 | $155.4K | 0.02% | +24+2.0% | Added |
| Ellevest, Inc. | 1,239 | $158.0K | 0.01% | +103+9.1% | Added |
| Sentry Investment Management LLC | 1,377 | $176.0K | 0.08% | +132+10.6% | Added |
| Webster Bank, N. A. | 1,427 | $182.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,488 | $189.7K | 0.01% | 00.0% | Unchanged |
| Rice Partnership, LLC | 1,575 | $200.8K | 0.06% | −425−21.3% | Reduced |
| Cetera Advisors LLC | 1,582 | $201.7K | 0.00% | +1,582 | New |
| Clarius Group, LLC | 1,586 | $202.0K | 0.02% | +1,586 | New |
| Wedmont Private Capital | 1,622 | $203.9K | 0.03% | +1,622 | New |
| First Command Bank | 1,599 | $204.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,599 | $204.0K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,620 | $206.6K | 0.02% | +1,620 | New |
| Signaturefd, LLC | 1,625 | $207.2K | 0.01% | +23+1.4% | Added |
| Tanglewood Legacy Advisors, LLC | 1,631 | $208.0K | 0.15% | +1,631 | New |
| Sym Financial Corp | 1,639 | $208.9K | 0.05% | +1,639 | New |
| ASB Consultores, LLC | 1,642 | $209.4K | 0.09% | +1,642 | New |
| Willner & Heller, LLC | 1,642 | $209.4K | 0.30% | +1,642 | New |
| Cresset Asset Management, LLC | 1,714 | $211.3K | 0.00% | −288−14.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,665 | $212.0K | 0.03% | +1,665 | New |
| Colonial Trust Co | 1,668 | $212.7K | 0.06% | +1,668 | New |
| Cullen/Frost Bankers, Inc. | 1,679 | $214.1K | 0.00% | −552−24.7% | Reduced |
| Sun Life Financial INC | 1,676 | $214.9K | 0.02% | −543−24.5% | Reduced |
| Donaldson Capital Management, LLC | 1,686 | $215.0K | 0.01% | −300−15.1% | Reduced |
| PFG Advisors | 1,686 | $215.0K | 0.02% | +1,686 | New |
| Evermay Wealth Management LLC | 1,688 | $215.6K | 0.04% | −100−5.6% | Reduced |
| Bartlett & Co. LLC | 1,692 | $216.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,692 | $216.1K | 0.00% | 00.0% | Unchanged |
| Burney Co | 1,704 | $217.3K | 0.01% | +1,704 | New |
| Patton Fund Management, Inc. | 1,711 | $218.0K | 0.06% | +1,711 | New |
| Brighton Jones LLC | 1,720 | $219.3K | 0.01% | +1,720 | New |
| Harbor Advisory Corp | 1,729 | $220.4K | 0.09% | +1,729 | New |
| Carnegie Capital Asset Management, LLC | 1,747 | $222.7K | 0.01% | +1,747 | New |
| Cary Street Partner Investment Advisory LLC | 1,774 | $226.2K | 0.02% | −165−8.5% | Reduced |
| Siemens Fonds Invest GmbH | 1,789 | $228.1K | 0.02% | −407−18.5% | Reduced |
| Machina Capital S.A.S. | 1,800 | $229.5K | 0.42% | +1,800 | New |
| Regent Investment Management LLC | 1,800 | $230.0K | 0.06% | +1,800 | New |
| Independent Financial Group, LLC | 1,813 | $231.2K | 0.02% | +1,813 | New |
| Aspiriant, LLC | 1,827 | $232.9K | 0.01% | +1,827 | New |
| Moneta Group Investment Advisors LLC | 1,836 | $233.8K | 0.01% | −163−8.2% | Reduced |
| Jones Financial Companies LLLP | 1,834 | $234.0K | 0.00% | +70+4.0% | Added |
| Bridgefront Capital, LLC | 1,840 | $234.6K | 0.16% | −3,128−63.0% | Reduced |
| FDx Advisors, Inc. | 1,857 | $237.0K | 0.01% | +1,857 | New |
| Certified Advisory Corp | 1,870 | $238.4K | 0.05% | −200−9.7% | Reduced |
| Montecito Bank & Trust | 1,880 | $240.0K | 0.06% | +1,880 | New |
| Armstrong Shaw Associates Inc | 1,900 | $242.3K | 0.24% | +1,900 | New |
| YorkBridge Wealth Partners, LLC | 1,915 | $244.2K | 0.06% | +1,915 | New |
| Oversea-Chinese Banking CORP Ltd | 1,923 | $245.0K | 0.01% | +1,923 | New |
| Capital Group Investment Management Pte. Ltd. | 1,923 | $245.2K | 0.01% | +1,923 | New |