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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 2,591 | $330.0K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,573 | $328.0K | 0.02% | −43−1.6% | Reduced |
| Kanawha Capital Management LLC | 2,561 | $327.0K | 0.03% | −150−5.5% | Reduced |
| Riverwater Partners LLC | 2,562 | $326.7K | 0.28% | −534−17.2% | Reduced |
| Apollon Wealth Management, LLC | 2,556 | $325.8K | 0.02% | −349−12.0% | Reduced |
| NatWest Group plc | 2,525 | $321.9K | 0.18% | 00.0% | Unchanged |
| Winton Group Ltd | 2,521 | $321.4K | 0.02% | +2,521 | New |
| Basepoint Wealth LLC | 2,520 | $321.4K | 0.28% | +4+0.2% | Added |
| Sit Investment Associates Inc | 2,517 | $321.0K | 0.01% | −175−6.5% | Reduced |
| United Bank | 2,516 | $320.8K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,515 | $320.7K | 0.04% | +11+0.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,510 | $320.0K | 0.00% | +2,510 | New |
| Ameritas Investment Partners, Inc. | 2,533 | $319.0K | 0.01% | −132−5.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $318.8K | 0.13% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 2,492 | $317.7K | 0.25% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,488 | $317.3K | 0.02% | +2,488 | New |
| Rise Advisors, LLC | 2,471 | $315.0K | 0.25% | +5+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 2,423 | $308.9K | 0.01% | +263+12.2% | Added |
| Horizon Investments, LLC | 2,401 | $306.0K | 0.01% | +280+13.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,391 | $305.0K | 0.01% | +2,391 | New |
| Sompo Asset Management Co., Ltd. | 2,380 | $303.4K | 0.07% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,372 | $302.4K | 0.04% | +7+0.3% | Added |
| HB Wealth Management, LLC | 2,371 | $302.4K | 0.01% | +92+4.0% | Added |
| Radnor Capital Management, LLC | 2,341 | $301.0K | 0.07% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,357 | $300.5K | 0.00% | −235−9.1% | Reduced |
| Trust Asset Management LLC | 2,353 | $300.0K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,339 | $298.2K | 0.07% | −1,117−32.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,335 | $298.0K | 0.01% | −270−10.4% | Reduced |
| Coldstream Capital Management Inc | 2,331 | $297.2K | 0.01% | +2,331 | New |
| White Pine Capital LLC | 2,325 | $296.4K | 0.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,931 | $296.1K | 0.01% | −882−9.0% | Reduced |
| Summit Global Investments | 2,314 | $295.0K | 0.02% | +3+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 2,311 | $294.7K | 0.07% | +292+14.5% | Added |
| Rossmore Private Capital | 2,310 | $294.5K | 0.05% | 00.0% | Unchanged |
| City State Bank | 2,303 | $294.0K | 0.18% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,297 | $292.9K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,234 | $285.0K | 0.04% | −70−3.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,227 | $283.9K | 0.01% | +2,227 | New |
| Financial Advocates Investment Management | 2,201 | $280.6K | 0.02% | +10.0% | Added |
| WealthPlan Investment Management, LLC | 2,190 | $280.5K | 0.02% | +3+0.1% | Added |
| Am Investment Strategies LLC | 2,198 | $280.0K | 0.10% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,195 | $279.8K | 0.12% | +2+0.1% | Added |
| 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 |
| WealthPLAN Partners, LLC | 2,190 | $277.5K | 0.02% | +2,190 | New |
| IFP Advisors, Inc | 4,256 | $277.0K | 0.01% | −33−0.8% | Reduced |
| First County Bank | 2,145 | $273.5K | 0.13% | +2,145 | New |
| Welch Group, LLC | 2,144 | $273.4K | 0.02% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,129 | $271.0K | 0.12% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,120 | $270.3K | 0.05% | −50−2.3% | Reduced |
| Savant Capital, LLC | 2,120 | $270.2K | 0.01% | −107−4.8% | Reduced |
| Meeder Asset Management Inc | 2,106 | $268.5K | 0.02% | −7,575−78.2% | Reduced |
| Cable Hill Partners, LLC | 2,093 | $267.4K | 0.05% | +162+8.4% | Added |
| Stockman Wealth Management, Inc. | 2,085 | $265.8K | 0.06% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,083 | $265.6K | 0.12% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,082 | $265.5K | 0.12% | −17−0.8% | Reduced |
| Venture Visionary Partners LLC | 2,081 | $265.3K | 0.02% | −639−23.5% | Reduced |
| PGGM Investments | 2,080 | $265.0K | 0.00% | +514+32.8% | Added |
| Meeder Advisory Services, Inc. | 2,076 | $264.7K | 0.03% | +2,076 | New |
| Hunter Associates Investment Management LLC | 2,073 | $264.0K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,064 | $263.2K | 0.02% | −137−6.2% | Reduced |
| Armor Investment Advisors, LLC | 2,040 | $260.1K | 0.16% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,034 | $259.3K | 0.20% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 2,030 | $258.8K | 0.12% | −100−4.7% | Reduced |
| First National Bank | 2,020 | $257.6K | 0.22% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,020 | $257.6K | 0.06% | +2,020 | New |
| 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 |
| Cape Cod Five Cents Savings Bank | 1,981 | $252.6K | 0.03% | −85−4.1% | Reduced |
| Sittner & Nelson, LLC | 1,980 | $252.4K | 0.15% | −2−0.1% | Reduced |
| Beaton Management Co. Inc. | 1,980 | $252.0K | 0.17% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,962 | $250.2K | 0.12% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,952 | $249.0K | 0.02% | −646−24.9% | Reduced |
| Stratos Wealth Advisors, LLC | 1,946 | $248.2K | 0.02% | +1,946 | New |
| Whitener Capital Management, Inc. | 1,945 | $248.0K | 0.11% | +1,945 | New |
| Peoples Financial Services Corp. | 1,940 | $247.3K | 0.12% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,939 | $247.2K | 0.00% | +24+1.3% | Added |
| Farmers & Merchants Investments Inc | 1,935 | $246.7K | 0.01% | +75+4.0% | Added |
| L & S Advisors Inc | – | $246.2K | 0.05% | – | – |
| Capital Group Investment Management Pte. Ltd. | 1,923 | $245.2K | 0.01% | +1,923 | New |
| Oversea-Chinese Banking CORP Ltd | 1,923 | $245.0K | 0.01% | +1,923 | New |
| YorkBridge Wealth Partners, LLC | 1,915 | $244.2K | 0.06% | +1,915 | New |
| Armstrong Shaw Associates Inc | 1,900 | $242.3K | 0.24% | +1,900 | New |
| Montecito Bank & Trust | 1,880 | $240.0K | 0.06% | +1,880 | New |
| Certified Advisory Corp | 1,870 | $238.4K | 0.05% | −200−9.7% | Reduced |
| FDx Advisors, Inc. | 1,857 | $237.0K | 0.01% | +1,857 | New |
| Bridgefront Capital, LLC | 1,840 | $234.6K | 0.16% | −3,128−63.0% | Reduced |
| Jones Financial Companies LLLP | 1,834 | $234.0K | 0.00% | +70+4.0% | Added |
| Moneta Group Investment Advisors LLC | 1,836 | $233.8K | 0.01% | −163−8.2% | Reduced |
| Aspiriant, LLC | 1,827 | $232.9K | 0.01% | +1,827 | New |
| Independent Financial Group, LLC | 1,813 | $231.2K | 0.02% | +1,813 | New |
| Regent Investment Management LLC | 1,800 | $230.0K | 0.06% | +1,800 | New |
| Machina Capital S.A.S. | 1,800 | $229.5K | 0.42% | +1,800 | New |
| Siemens Fonds Invest GmbH | 1,789 | $228.1K | 0.02% | −407−18.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,774 | $226.2K | 0.02% | −165−8.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,747 | $222.7K | 0.01% | +1,747 | New |
| Harbor Advisory Corp | 1,729 | $220.4K | 0.09% | +1,729 | New |
| Brighton Jones LLC | 1,720 | $219.3K | 0.01% | +1,720 | New |
| Patton Fund Management, Inc. | 1,711 | $218.0K | 0.06% | +1,711 | New |
| Burney Co | 1,704 | $217.3K | 0.01% | +1,704 | New |