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 |
|---|---|---|---|---|---|
| L & S Advisors Inc | – | $246.2K | 0.05% | – | – |
| Farmers & Merchants Investments Inc | 1,935 | $246.7K | 0.01% | +75+4.0% | Added |
| Brown Brothers Harriman & Co | 1,939 | $247.2K | 0.00% | +24+1.3% | Added |
| Peoples Financial Services Corp. | 1,940 | $247.3K | 0.12% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 1,945 | $248.0K | 0.11% | +1,945 | New |
| Stratos Wealth Advisors, LLC | 1,946 | $248.2K | 0.02% | +1,946 | New |
| Moody National Bank Trust Division | 1,952 | $249.0K | 0.02% | −646−24.9% | Reduced |
| VeraBank, N.A. | 1,962 | $250.2K | 0.12% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,980 | $252.0K | 0.17% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,980 | $252.4K | 0.15% | −2−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,981 | $252.6K | 0.03% | −85−4.1% | Reduced |
| Trillium Asset Management, LLC | 2,002 | $255.0K | 0.01% | −267−11.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $255.0K | 0.04% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,020 | $257.6K | 0.06% | +2,020 | New |
| First National Bank | 2,020 | $257.6K | 0.22% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 2,030 | $258.8K | 0.12% | −100−4.7% | Reduced |
| CoreFirst Bank & Trust | 2,034 | $259.3K | 0.20% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,040 | $260.1K | 0.16% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,064 | $263.2K | 0.02% | −137−6.2% | Reduced |
| Hunter Associates Investment Management LLC | 2,073 | $264.0K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,076 | $264.7K | 0.03% | +2,076 | New |
| PGGM Investments | 2,080 | $265.0K | 0.00% | +514+32.8% | Added |
| Venture Visionary Partners LLC | 2,081 | $265.3K | 0.02% | −639−23.5% | Reduced |
| Humankind Investments LLC | 2,082 | $265.5K | 0.12% | −17−0.8% | Reduced |
| Horan Capital Advisors, LLC. | 2,083 | $265.6K | 0.12% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,085 | $265.8K | 0.06% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,093 | $267.4K | 0.05% | +162+8.4% | Added |
| Meeder Asset Management Inc | 2,106 | $268.5K | 0.02% | −7,575−78.2% | Reduced |
| Savant Capital, LLC | 2,120 | $270.2K | 0.01% | −107−4.8% | Reduced |
| Greylin Investment Mangement Inc | 2,120 | $270.3K | 0.05% | −50−2.3% | Reduced |
| Physicians Financial Services, Inc. | 2,129 | $271.0K | 0.12% | 00.0% | Unchanged |
| Welch Group, LLC | 2,144 | $273.4K | 0.02% | 00.0% | Unchanged |
| First County Bank | 2,145 | $273.5K | 0.13% | +2,145 | New |
| IFP Advisors, Inc | 4,256 | $277.0K | 0.01% | −33−0.8% | Reduced |
| WealthPLAN Partners, LLC | 2,190 | $277.5K | 0.02% | +2,190 | New |
| Indiana Trust & Investment Management CO | 2,190 | $279.0K | 0.16% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 2,191 | $279.0K | 0.20% | +5+0.2% | Added |
| Allegheny Financial Group LTD | 2,195 | $279.8K | 0.12% | +2+0.1% | Added |
| Am Investment Strategies LLC | 2,198 | $280.0K | 0.10% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 2,190 | $280.5K | 0.02% | +3+0.1% | Added |
| Financial Advocates Investment Management | 2,201 | $280.6K | 0.02% | +10.0% | Added |
| Mill Creek Capital Advisors, LLC | 2,227 | $283.9K | 0.01% | +2,227 | New |
| Transamerica Financial Advisors, Inc. | 2,234 | $285.0K | 0.04% | −70−3.0% | Reduced |
| Global Retirement Partners, LLC | 2,297 | $292.9K | 0.02% | 00.0% | Unchanged |
| City State Bank | 2,303 | $294.0K | 0.18% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,310 | $294.5K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,311 | $294.7K | 0.07% | +292+14.5% | Added |
| Summit Global Investments | 2,314 | $295.0K | 0.02% | +3+0.1% | Added |
| Private Advisor Group, LLC | 8,931 | $296.1K | 0.01% | −882−9.0% | Reduced |
| White Pine Capital LLC | 2,325 | $296.4K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,331 | $297.2K | 0.01% | +2,331 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,335 | $298.0K | 0.01% | −270−10.4% | Reduced |
| ICA Group Wealth Management, LLC | 2,339 | $298.2K | 0.07% | −1,117−32.3% | Reduced |
| Trust Asset Management LLC | 2,353 | $300.0K | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,357 | $300.5K | 0.00% | −235−9.1% | Reduced |
| Radnor Capital Management, LLC | 2,341 | $301.0K | 0.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,371 | $302.4K | 0.01% | +92+4.0% | Added |
| Stokes Family Office, LLC | 2,372 | $302.4K | 0.04% | +7+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,380 | $303.4K | 0.07% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,391 | $305.0K | 0.01% | +2,391 | New |
| Horizon Investments, LLC | 2,401 | $306.0K | 0.01% | +280+13.2% | Added |
| O'Shaughnessy Asset Management, LLC | 2,423 | $308.9K | 0.01% | +263+12.2% | Added |
| Rise Advisors, LLC | 2,471 | $315.0K | 0.25% | +5+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 2,488 | $317.3K | 0.02% | +2,488 | New |
| Shelton Wealth Management, LLC | 2,492 | $317.7K | 0.25% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $318.8K | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,533 | $319.0K | 0.01% | −132−5.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,510 | $320.0K | 0.00% | +2,510 | New |
| Verdence Capital Advisors LLC | 2,515 | $320.7K | 0.04% | +11+0.4% | Added |
| United Bank | 2,516 | $320.8K | 0.04% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 2,517 | $321.0K | 0.01% | −175−6.5% | Reduced |
| Basepoint Wealth LLC | 2,520 | $321.4K | 0.28% | +4+0.2% | Added |
| Winton Group Ltd | 2,521 | $321.4K | 0.02% | +2,521 | New |
| NatWest Group plc | 2,525 | $321.9K | 0.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,556 | $325.8K | 0.02% | −349−12.0% | Reduced |
| Riverwater Partners LLC | 2,562 | $326.7K | 0.28% | −534−17.2% | Reduced |
| Kanawha Capital Management LLC | 2,561 | $327.0K | 0.03% | −150−5.5% | Reduced |
| Wedbush Securities Inc | 2,573 | $328.0K | 0.02% | −43−1.6% | Reduced |
| Cigna Investments Inc | 2,591 | $330.0K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 2,592 | $330.5K | 0.06% | +409+18.7% | Added |
| Money Concepts Capital Corp | 2,608 | $332.5K | 0.01% | +707+37.2% | Added |
| Marble Harbor Investment Counsel, LLC | 2,612 | $333.0K | 0.04% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,639 | $336.5K | 0.25% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,651 | $338.0K | 0.03% | +545+25.9% | Added |
| Indie Asset Partners, LLC | 2,655 | $338.5K | 0.37% | −750−22.0% | Reduced |
| Exos TFP Holdings LLC | 2,696 | $343.7K | 0.10% | +2,696 | New |
| Sherbrooke Park Advisers LLC | 2,700 | $344.3K | 0.25% | +2,700 | New |
| Wahed Invest LLC | 2,704 | $344.8K | 0.18% | +284+11.7% | Added |
| Bleakley Financial Group, LLC | 2,710 | $345.5K | 0.01% | +2,710 | New |
| Moors & Cabot, Inc. | 2,728 | $347.8K | 0.02% | +68+2.6% | Added |
| David Loasby | 2,822 | $350.9K | 0.05% | +278+10.9% | Added |
| Ironwood Financial, llc | 2,777 | $354.1K | 0.11% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,782 | $355.0K | 0.29% | +2,782 | New |
| Whittier Trust Co of Nevada Inc | 2,823 | $359.9K | 0.01% | −1,156−29.1% | Reduced |
| Canandaigua National Corp | 2,827 | $360.0K | 0.06% | −10−0.4% | Reduced |
| Ropes Wealth Advisors LLC | 2,880 | $367.2K | 0.07% | +5+0.2% | Added |
| Marietta Investment Partners LLC | 2,895 | $369.1K | 0.10% | 00.0% | Unchanged |
| Man Group plc | 2,898 | $369.5K | 0.00% | +2,898 | New |
| Hourglass Capital, LLC | 2,900 | $369.8K | 0.13% | 00.0% | Unchanged |
| Versor Investments LP | 2,900 | $369.8K | 0.03% | +2,900 | New |