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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 1,692 | $216.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,692 | $216.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,688 | $215.6K | 0.04% | −100−5.6% | Reduced |
| PFG Advisors | 1,686 | $215.0K | 0.02% | +1,686 | New |
| Donaldson Capital Management, LLC | 1,686 | $215.0K | 0.01% | −300−15.1% | Reduced |
| Sun Life Financial INC | 1,676 | $214.9K | 0.02% | −543−24.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,679 | $214.1K | 0.00% | −552−24.7% | Reduced |
| Colonial Trust Co | 1,668 | $212.7K | 0.06% | +1,668 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,665 | $212.0K | 0.03% | +1,665 | New |
| Cresset Asset Management, LLC | 1,714 | $211.3K | 0.00% | −288−14.4% | Reduced |
| Willner & Heller, LLC | 1,642 | $209.4K | 0.30% | +1,642 | New |
| ASB Consultores, LLC | 1,642 | $209.4K | 0.09% | +1,642 | New |
| Sym Financial Corp | 1,639 | $208.9K | 0.05% | +1,639 | New |
| Tanglewood Legacy Advisors, LLC | 1,631 | $208.0K | 0.15% | +1,631 | New |
| Signaturefd, LLC | 1,625 | $207.2K | 0.01% | +23+1.4% | Added |
| BancorpSouth Bank | 1,620 | $206.6K | 0.02% | +1,620 | 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 |
| Wedmont Private Capital | 1,622 | $203.9K | 0.03% | +1,622 | New |
| Clarius Group, LLC | 1,586 | $202.0K | 0.02% | +1,586 | New |
| Cetera Advisors LLC | 1,582 | $201.7K | 0.00% | +1,582 | New |
| Rice Partnership, LLC | 1,575 | $200.8K | 0.06% | −425−21.3% | Reduced |
| Leonteq Securities AG | 1,488 | $189.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,427 | $182.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,377 | $176.0K | 0.08% | +132+10.6% | Added |
| Ellevest, Inc. | 1,239 | $158.0K | 0.01% | +103+9.1% | Added |
| Lindbrook Capital, LLC | 1,219 | $155.4K | 0.02% | +24+2.0% | Added |
| Thomas White International Ltd | 1,191 | $151.9K | 0.03% | −619−34.2% | Reduced |
| Portland Hill Asset Management Ltd | 1,173 | $150.0K | 0.42% | −807−40.8% | Reduced |
| Tobam | 1,088 | $139.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,032 | $132.0K | 0.02% | −112−9.8% | Reduced |
| GHP Investment Advisors, Inc. | 1,031 | $131.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,026 | $131.0K | 0.11% | +321+45.5% | Added |
| Arrow Financial Corp | 1,020 | $130.0K | 0.02% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,050 | $129.5K | 0.13% | +1,050 | New |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $127.5K | 0.06% | +1,000 | New |
| Harbor Investment Advisory, LLC | 999 | $127.4K | 0.02% | −166−14.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 996 | $127.0K | 0.00% | +295+42.1% | Added |
| Field & Main Bank | 975 | $124.3K | 0.08% | −25−2.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 968 | $123.0K | 0.18% | −324−25.1% | Reduced |
| Sandy Spring Bank | 931 | $118.7K | 0.01% | −8−0.9% | Reduced |
| First Horizon Advisors, Inc. | 930 | $118.6K | 0.00% | −80−7.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 925 | $117.9K | 0.06% | −250−21.3% | Reduced |
| Ci Investments Inc. | 887 | $113.0K | 0.00% | +108+13.9% | Added |
| EverSource Wealth Advisors, LLC | 851 | $108.5K | 0.02% | +67+8.5% | Added |
| Larson Financial Group LLC | 835 | $106.4K | 0.01% | +258+44.7% | Added |
| AXS Investments LLC | 822 | $104.8K | 0.04% | +822 | New |
| Counterpoint Mutual Funds LLC | 813 | $103.7K | 0.11% | +813 | New |
| 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 |
| Manchester Capital Management LLC | 759 | $96.8K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 758 | $96.6K | 0.00% | −4,895−86.6% | Reduced |
| Boyd Watterson Asset Management LLC | 750 | $95.6K | 0.04% | +750 | New |
| M&R Capital Management Inc | 747 | $95.2K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 724 | $92.3K | 0.06% | −66−8.4% | Reduced |
| TFC Financial Management | 716 | $91.3K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 712 | $90.8K | 0.03% | +15+2.2% | Added |
| Delta Asset Management LLC | 704 | $89.8K | 0.01% | +704 | New |
| Endurance Wealth Management, Inc. | 700 | $89.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $89.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 683 | $87.1K | 0.01% | +239+53.8% | Added |
| Tompkins Financial Corp | 675 | $86.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 671 | $85.6K | 0.01% | +1+0.1% | Added |
| Salem Investment Counselors Inc | 664 | $84.9K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 663 | $84.5K | 0.07% | +239+56.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 649 | $83.0K | 0.00% | +10+1.6% | Added |
| Walleye Trading LLC | 645 | $82.2K | 0.00% | +645 | New |
| Hazlett, Burt & Watson, Inc. | 635 | $81.0K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 631 | $80.5K | 0.00% | −85−11.9% | Reduced |
| DT Investment Partners, LLC | 610 | $77.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 601 | $76.6K | 0.01% | +38+6.7% | Added |
| 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 |
| Smithfield Trust Co | 586 | $75.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 582 | $74.3K | 0.01% | +9+1.6% | Added |
| Comerica Securities,inc. | 567 | $72.4K | 0.01% | +567 | New |
| Geneos Wealth Management Inc. | 567 | $72.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 550 | $70.1K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 521 | $66.4K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 510 | $65.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 507 | $64.7K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $64.6K | 0.03% | 00.0% | Unchanged |
| Knuff & Co LLC | 507 | $64.6K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 495 | $63.1K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 480 | $61.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 588 | $61.0K | 0.00% | +177+43.1% | Added |
| TCI Wealth Advisors, Inc. | 472 | $60.2K | 0.01% | −15−3.1% | Reduced |
| Arcus Capital Partners, LLC | 462 | $58.9K | 0.02% | +462 | New |
| Quent Capital, LLC | 458 | $58.4K | 0.01% | −39−7.8% | Reduced |
| Old North State Trust, LLC | 456 | $58.0K | 0.04% | −64−12.3% | Reduced |
| Armstrong Advisory Group, Inc | 453 | $57.8K | 0.01% | +453 | New |
| IMA Wealth, Inc. | 452 | $57.6K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 435 | $55.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 418 | $53.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 403 | $51.4K | 0.00% | −54−11.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 399 | $50.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 397 | $50.6K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 382 | $49.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 379 | $48.3K | 0.02% | −322−45.9% | Reduced |