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 |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 4,488 | $572.0K | 0.01% | +28+0.6% | Added |
| InTrack Investment Management Inc | 4,458 | $568.5K | 0.57% | +295+7.1% | Added |
| Segall Bryant & Hamill, LLC | 4,377 | $558.0K | 0.01% | −291−6.2% | Reduced |
| Capital Insight Partners, LLC | 4,300 | $548.3K | 0.14% | +370+9.4% | Added |
| Atlas Capital Advisors LLC | 4,299 | $548.1K | 0.09% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,337 | $546.4K | 0.01% | +339+8.5% | Added |
| Duncker Streett & Co Inc | 4,270 | $544.4K | 0.13% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,265 | $543.8K | 0.08% | −92−2.1% | Reduced |
| Stock Yards Bank & Trust Co | 4,223 | $538.0K | 0.02% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 4,218 | $537.8K | 0.02% | +1,143+37.2% | Added |
| Dana Investment Advisors, Inc. | 4,200 | $535.5K | 0.03% | +10.0% | Added |
| Financial Advisory Corp | 4,183 | $533.0K | 0.27% | −194−4.4% | Reduced |
| Connectus Wealth, LLC | 4,160 | $530.0K | 0.01% | −442−9.6% | Reduced |
| Cohen Lawrence B | 4,150 | $529.1K | 0.28% | −25−0.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,139 | $527.7K | 0.01% | −121−2.8% | Reduced |
| Cim Investment Mangement Inc | 4,138 | $527.6K | 0.21% | −118−2.8% | Reduced |
| Ballentine Partners, LLC | 4,132 | $526.8K | 0.02% | +20.0% | Added |
| Curbstone Financial Management Corp | 4,126 | $526.0K | 0.13% | −40−1.0% | Reduced |
| Advisor Partners II, LLC | 4,100 | $522.8K | 0.03% | +448+12.3% | Added |
| Guyasuta Investment Advisors Inc | 4,044 | $515.6K | 0.04% | +4,044 | New |
| Whittier Trust Co | 4,043 | $515.5K | 0.01% | −1,009−20.0% | Reduced |
| Gamble Jones Investment Counsel | 4,040 | $515.1K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 3,970 | $506.2K | 0.09% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 3,970 | $506.2K | 0.27% | 00.0% | Unchanged |
| Ergoteles LLC | 3,965 | $505.5K | 0.02% | +3,965 | New |
| Chemung Canal Trust Co | 3,913 | $499.0K | 0.11% | −692−15.0% | Reduced |
| Kestra Private Wealth Services, LLC | 3,875 | $494.1K | 0.03% | −785−16.8% | Reduced |
| Janney Capital Management LLC | 3,861 | $492.0K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,855 | $491.5K | 0.11% | −157−3.9% | Reduced |
| Lee Danner & Bass Inc | 3,781 | $482.0K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,768 | $480.4K | 0.18% | −40−1.1% | Reduced |
| PEAK6 Investments LLC | 3,751 | $478.3K | 0.03% | −3,162−45.7% | Reduced |
| Westhampton Capital, LLC | 3,735 | $476.2K | 0.32% | −115−3.0% | Reduced |
| HBK Sorce Advisory LLC | 3,734 | $476.0K | 0.01% | +1,760+89.2% | Added |
| Avantax Advisory Services, Inc. | 3,638 | $463.8K | 0.01% | −729−16.7% | Reduced |
| Community Bank, N.A. | 3,634 | $463.3K | 0.06% | +160+4.6% | Added |
| C2C Wealth Management, LLC | 3,788 | $463.1K | 0.08% | −411−9.8% | Reduced |
| Profund Advisors LLC | 3,612 | $460.5K | 0.03% | +384+11.9% | Added |
| Meridian Investment Counsel Inc. | 3,598 | $459.0K | 0.18% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,543 | $452.6K | 0.01% | +45+1.3% | Added |
| Cambridge Trust Co | 3,540 | $451.0K | 0.02% | −197−5.3% | Reduced |
| Cobblestone Capital Advisors LLC | 3,534 | $450.6K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,524 | $449.3K | 0.03% | −205−5.5% | Reduced |
| Neville Rodie & Shaw Inc | 3,500 | $446.0K | 0.04% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,492 | $445.0K | 0.15% | −80−2.2% | Reduced |
| Davenport & Co LLC | 3,479 | $444.0K | 0.00% | −316−8.3% | Reduced |
| Flputnam Investment Management Co | 3,475 | $443.1K | 0.02% | −64−1.8% | Reduced |
| North Star Asset Management Inc | 3,469 | $442.3K | 0.03% | −175−4.8% | Reduced |
| Fiducient Advisors LLC | 3,425 | $436.7K | 0.13% | +3,425 | New |
| Compagnie Lombard Odier SCmA | 3,430 | $436.0K | 0.01% | +3,000+697.7% | Added |
| Park Edge Advisors, LLC | 3,413 | $435.2K | 0.19% | +3,413 | New |
| Schechter Investment Advisors, LLC | 3,373 | $430.1K | 0.04% | −71−2.1% | Reduced |
| Intrust Bank NA | 3,367 | $429.3K | 0.06% | +581+20.9% | Added |
| Assenagon Asset Management S.A. | 3,365 | $429.0K | 0.00% | +210+6.7% | Added |
| Evercore Wealth Management, LLC | 3,359 | $428.3K | 0.01% | −63−1.8% | Reduced |
| First National Bank & Trust Co of Newtown | 3,332 | $424.8K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,327 | $424.0K | 0.02% | −14,367−81.2% | Reduced |
| Resonant Capital Advisors, LLC | 3,300 | $421.5K | 0.05% | +228+7.4% | Added |
| SevenBridge Financial Group, LLC | 3,301 | $420.9K | 0.12% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,301 | $420.9K | 0.14% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,873 | $420.3K | 0.14% | −219−3.1% | Reduced |
| Chatham Capital Group, Inc. | 3,283 | $418.6K | 0.10% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 3,274 | $417.5K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 3,258 | $415.4K | 0.01% | −300−8.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,241 | $413.2K | 0.03% | +122+3.9% | Added |
| Williams Jones Wealth Management, LLC. | 3,234 | $412.3K | 0.01% | +26+0.8% | Added |
| Altfest L J & Co Inc | 3,225 | $411.0K | 0.07% | −17−0.5% | Reduced |
| Meixler Investment Management, Ltd. | 3,192 | $407.0K | 0.41% | −47−1.5% | Reduced |
| MAI Capital Management | 3,191 | $406.8K | 0.01% | −131−3.9% | Reduced |
| Quantamental Technologies LLC | 3,147 | $401.2K | 0.18% | +3,147 | New |
| Old National Bancorp | 3,135 | $400.0K | 0.01% | +273+9.5% | Added |
| Paloma Partners Management Co | 3,109 | $396.4K | 0.09% | +3,109 | New |
| Boenning & Scattergood, Inc. | 3,100 | $396.0K | 0.06% | −20−0.6% | Reduced |
| Berkshire Bank | 3,090 | $394.0K | 0.12% | −80−2.5% | Reduced |
| King Luther Capital Management Corp | 3,085 | $393.3K | 0.00% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,076 | $392.2K | 0.03% | −194−5.9% | Reduced |
| Sutton Wealth Advisors Inc. | 3,064 | $390.7K | 0.15% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,970 | $379.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,936 | $374.0K | 0.10% | +787+36.6% | Added |
| Hourglass Capital, LLC | 2,900 | $369.8K | 0.13% | 00.0% | Unchanged |
| Versor Investments LP | 2,900 | $369.8K | 0.03% | +2,900 | New |
| Man Group plc | 2,898 | $369.5K | 0.00% | +2,898 | New |
| Marietta Investment Partners LLC | 2,895 | $369.1K | 0.10% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,880 | $367.2K | 0.07% | +5+0.2% | Added |
| Canandaigua National Corp | 2,827 | $360.0K | 0.06% | −10−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,823 | $359.9K | 0.01% | −1,156−29.1% | Reduced |
| Lakewood Asset Management LLC | 2,782 | $355.0K | 0.29% | +2,782 | New |
| Ironwood Financial, llc | 2,777 | $354.1K | 0.11% | 00.0% | Unchanged |
| David Loasby | 2,822 | $350.9K | 0.05% | +278+10.9% | Added |
| Moors & Cabot, Inc. | 2,728 | $347.8K | 0.02% | +68+2.6% | Added |
| Bleakley Financial Group, LLC | 2,710 | $345.5K | 0.01% | +2,710 | New |
| Wahed Invest LLC | 2,704 | $344.8K | 0.18% | +284+11.7% | Added |
| Sherbrooke Park Advisers LLC | 2,700 | $344.3K | 0.25% | +2,700 | New |
| Exos TFP Holdings LLC | 2,696 | $343.7K | 0.10% | +2,696 | New |
| Indie Asset Partners, LLC | 2,655 | $338.5K | 0.37% | −750−22.0% | Reduced |
| Boston Family Office LLC | 2,651 | $338.0K | 0.03% | +545+25.9% | Added |
| Aberdeen Wealth Management LLC | 2,639 | $336.5K | 0.25% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,612 | $333.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,608 | $332.5K | 0.01% | +707+37.2% | Added |
| Wealth Alliance | 2,592 | $330.5K | 0.06% | +409+18.7% | Added |