Zimmer Biomet Holdings, Inc.

ZBH

Exchange: NYSE
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001136869

SEC filings (opens in a new tab)

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

Value heldQ4 2022: $23.8B

Institutions holding ZBH and their total value by quarter
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.

Institutions holding ZBH in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Operose Advisors LLC	80	$10.2K	0.01%	+80	New
Capital Advisors, Ltd. LLC	79	$10.0K	0.00%	+52+192.6%	Added
Beaird Harris Wealth Management, LLC	78	$9.95K	0.00%	+71+1,014.3%	Added
Align Wealth Management, LLC	95	$9.93K	0.01%	+95	New
Orion Capital Management LLC	75	$9.56K	0.01%	00.0%	Unchanged
Wolff Wiese Magana LLC	72	$9.18K	0.01%	00.0%	Unchanged
St Germain D J Co Inc	71,760	$9.15K	0.00%	+1,161+1.6%	Added
Accurate Wealth Management, LLC	72	$9.04K	0.00%	+72	New
PrairieView Partners, LLC	73	$9.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	70	$8.93K	0.00%	−67−48.9%	Reduced
Northwest Investment Counselors, LLC	66	$8.41K	0.00%	−80−54.8%	Reduced
BerganKDV Wealth Management, LLC	65	$8.29K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	65	$8.29K	0.01%	+3+4.8%	Added
Grey Fox Wealth Advisors, LLC	65	$8.29K	0.01%	+65	New
Proequities, Inc.	60	$7.66K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	57	$7.00K	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	50	$6.39K	0.00%	+50	New
Hollencrest Capital Management	50	$6.38K	0.00%	+50	New
Schubert & Co	48	$6.12K	0.01%	+16+50.0%	Added
First Financial Corp	48	$6.12K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	46	$5.87K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	42	$5.36K	0.00%	00.0%	Unchanged
Washington Trust Advisors, Inc.	41	$5.23K	0.00%	−188−82.1%	Reduced
Hallmark Capital Management Inc	40	$5.10K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	40	$5.10K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	40	$5.10K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	40	$5.10K	0.00%	+40	New
Financial Management Professionals, Inc.	37	$5.00K	0.00%	−33−47.1%	Reduced
Capital Analysts, LLC	43	$5.00K	0.00%	+1+2.4%	Added
Carolina Wealth Advisors, LLC	40	$5.00K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	38	$4.84K	0.00%	+38	New
Quarry LP	33	$4.21K	0.00%	+33	New
Hanson & Doremus Investment Management	33	$4.00K	0.00%	−120−78.4%	Reduced
TD Ameritrade Investment Management, LLC	32	$4.00K	0.00%	−8−20.0%	Reduced
Sierra Capital LLC	30	$4.00K	0.00%	00.0%	Unchanged
Hoese & Co LLP	30	$4.00K	0.00%	00.0%	Unchanged
Sageworth Trust Co	32	$4.00K	0.00%	+12+60.0%	Added
Private Ocean, LLC	30	$3.83K	0.00%	00.0%	Unchanged
Abound Wealth Management	29	$3.70K	0.00%	+9+45.0%	Added
NewSquare Capital LLC	26	$3.31K	0.00%	+26	New
Red Tortoise LLC	25	$3.19K	0.00%	+25	New
Versant Capital Management, Inc	24	$3.06K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	24	$3.03K	0.00%	+11+84.6%	Added
Stephenson National Bank & Trust	27	$3.00K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	25	$3.00K	0.00%	00.0%	Unchanged
Lee Financial Co	23	$2.93K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	21	$2.68K	0.00%	00.0%	Unchanged
PFS Partners, LLC	21	$2.65K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	20	$2.55K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	20	$2.55K	0.00%	+3+17.6%	Added
Newbridge Financial Services Group, Inc.	20	$2.55K	0.00%	+20	New
SJS Investment Consulting Inc.	19	$2.42K	0.00%	−2−9.5%	Reduced
BDO Wealth Advisors, LLC	18	$2.29K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	18	$2.29K	0.00%	00.0%	Unchanged
Zullo Investment Group, Inc.	16	$2.04K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	12	$1.53K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	12	$1.53K	0.00%	00.0%	Unchanged
Fiduciary Alliance LLC	11	$1.40K	0.00%	+11	New
Carolinas Wealth Consulting LLC	10	$1.28K	0.00%	+5+100.0%	Added
Toth Financial Advisory Corp	10	$1.27K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	10	$1.27K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	10	$1.27K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	9	$1.15K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	8	$1.02K	0.00%	+8	New
Lazard Asset Management LLC	15	$1.00K	0.00%	−50−76.9%	Reduced
Penserra Capital Management LLC	12	$1.00K	0.00%	+12	New
Retirement Group, LLC	4	$1.00K	0.00%	+4	New
VitalStone Financial, LLC	6	$1.00K	0.00%	+6	New
Park Place Capital Corp	7	$1.00K	0.00%	+7	New
Aspire Private Capital, LLC	5	$638	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	5	$638	0.00%	00.0%	Unchanged
Pinnacle Financial Partners Inc	5	$638	0.00%	+5	New
EWG Elevate Inc.	5	$638	0.00%	+5	New
True Wealth Design, LLC	3	$382	0.00%	+3	New
JJJ Advisors Inc.	3	$370	0.00%	+3	New
Tfo-TDC, LLC	2	$256	0.00%	+2	New
WestEnd Advisors, LLC	2	$255	0.00%	−1−33.3%	Reduced
Riggs Asset Managment Co. Inc.	1	$128	0.00%	00.0%	Unchanged
Colonial Trust Advisors	1	$128	0.00%	+1	New
Cinctive Capital Management LP	0	$0	0.00%	−107,194−100.0%	Sold out
Liontrust Investment Partners LLP	0	$0	0.00%	−87,063−100.0%	Sold out
Cypress Capital Management LLC	0	$0	0.00%	−64,103−100.0%	Sold out
Employees Retirement System of Texas	0	$0	0.00%	−62,300−100.0%	Sold out
SG Americas Securities, LLC	0	$0	0.00%	−58,702−100.0%	Sold out
Kirr Marbach & Co LLC	0	$0	0.00%	−52,928−100.0%	Sold out
Waters Parkerson & Co., LLC	0	$0	0.00%	−37,783−100.0%	Sold out
Resolute Capital Asset Partners LLC	0	$0	0.00%	−35,200−100.0%	Sold out
Group One Trading, L.P.	0	$0	0.00%	−18,759−100.0%	Sold out
Concentric Capital Strategies, LP	0	$0	0.00%	−18,759−100.0%	Sold out
Landscape Capital Management, L.L.C.	0	$0	0.00%	−17,779−100.0%	Sold out
Magnetar Financial LLC	0	$0	0.00%	−16,500−100.0%	Sold out
Capstone Investment Advisors, LLC	0	$0	0.00%	−13,109−100.0%	Sold out
Teza Capital Management LLC	0	$0	0.00%	−12,471−100.0%	Sold out
Koss-Olinger Consulting, LLC	0	$0	0.00%	−10,387−100.0%	Sold out
MUFG Americas Holdings Corp	0	$0	0.00%	−8,376−100.0%	Sold out
OPSEU Pension Plan Trust Fund	0	$0	0.00%	−8,067−100.0%	Sold out
Jupiter Wealth Management LLC	0	$0	0.00%	−7,500−100.0%	Sold out
Virtu Financial LLC	0	$0	0.00%	−5,729−100.0%	Sold out
Seven Eight Capital, LP	0	$0	0.00%	−5,732−100.0%	Sold out
AlphaCrest Capital Management LLC	0	$0	0.00%	−4,949−100.0%	Sold out