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 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 380 | $48.0K | 0.02% | +371+4,122.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 374 | $47.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 307 | $46.9K | 0.00% | −18−5.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 368 | $46.9K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 357 | $46.0K | 0.00% | +32+9.8% | Added |
| New Hampshire Trust | 354 | $45.1K | 0.01% | +354 | New |
| CoreCap Advisors, LLC | 348 | $44.4K | 0.00% | +348 | New |
| Centennial Bank | 338 | $43.1K | 0.02% | +338 | New |
| Kistler-Tiffany Companies, LLC | 337 | $43.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 331 | $42.2K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 328 | $41.8K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 325 | $41.4K | 0.04% | +325 | New |
| AdvisorNet Financial, Inc | 321 | $40.9K | 0.00% | −86−21.1% | Reduced |
| Oakworth Capital, Inc. | 318 | $40.5K | 0.00% | +68+27.2% | Added |
| CKW Financial Group | 310 | $40.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $38.3K | 0.03% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $38.0K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 293 | $38.0K | 0.02% | +293 | New |
| Westside Investment Management, Inc. | 295 | $37.0K | 0.00% | −3,196−91.5% | Reduced |
| South State Corp. | 290 | $37.0K | 0.00% | −5−1.7% | Reduced |
| Glassman Wealth Services | 276 | $35.2K | 0.01% | +10+3.8% | Added |
| State of Wyoming | 263 | $33.5K | 0.01% | −4−1.5% | Reduced |
| US Asset Management LLC | 256 | $33.0K | 0.04% | +256 | New |
| FinTrust Capital Advisors, LLC | 253 | $32.3K | 0.01% | −2−0.8% | Reduced |
| Asset Dedication, LLC | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 247 | $31.5K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 246 | $31.4K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 300 | $31.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 244 | $31.0K | 0.00% | −1−0.4% | Reduced |
| Pinnacle Bancorp, Inc. | 238 | $30.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $29.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 224 | $28.6K | 0.00% | −86−27.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 224 | $28.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $27.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 218 | $27.8K | 0.01% | −4−1.8% | Reduced |
| Zions Bancorporation, N.A. | 215 | $27.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 212 | $27.0K | 0.01% | +212 | New |
| New England Capital Financial Advisors LLC | 214 | $26.6K | 0.02% | +214 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $25.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $25.5K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 198 | $25.0K | 0.02% | +198 | New |
| Tower View Investment Management & Research LLC | 191 | $24.0K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 190 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 187 | $23.8K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 185 | $23.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 181 | $23.1K | 0.01% | +181 | New |
| Bank of New Hampshire | 180 | $23.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 176 | $22.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 173 | $22.1K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 167 | $21.3K | 0.01% | +167 | New |
| Tortoise Investment Management, LLC | 165 | $21.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 171 | $21.0K | 0.00% | −23−11.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $21.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 164 | $20.9K | 0.00% | +12+7.9% | Added |
| Montag A & Associates Inc | 160 | $20.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 160 | $20.4K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 160 | $20.4K | 0.01% | +160 | New |
| Elequin Capital LP | 156 | $19.9K | 0.01% | +156 | New |
| Winch Advisory Services, LLC | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 156 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 149 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 146 | $18.6K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 140 | $17.9K | 0.00% | −71−33.6% | Reduced |
| 3Chopt Investment Partners, LLC | 140 | $17.9K | 0.01% | +140 | New |
| Addison Advisors LLC | 140 | $17.9K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 138 | $17.6K | 0.01% | +138 | New |
| Institutional & Family Asset Management, LLC | 136 | $17.3K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 135 | $17.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 133 | $17.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 131 | $16.7K | 0.00% | +14+12.0% | Added |
| AlphaMark Advisors, LLC | 125 | $16.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $16.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 120 | $15.3K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 120 | $15.3K | 0.00% | +120 | New |
| WJ Interests, LLC | 120 | $15.3K | 0.01% | +120 | New |
| Mendota Financial Group, LLC | 115 | $14.7K | 0.02% | +115 | New |
| Center for Financial Planning, Inc. | 110 | $14.0K | 0.00% | −4,000−97.3% | Reduced |
| RWM Asset Management, LLC | 107 | $13.6K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 107 | $13.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 105 | $13.4K | 0.01% | 00.0% | Unchanged |
| My Personal CFO, LLC | 103 | $13.1K | 0.01% | +103 | New |
| Baystate Wealth Management LLC | 103 | $13.0K | 0.00% | +1+1.0% | Added |
| PFG Private Wealth Management, LLC | 104 | $13.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 101 | $12.9K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $12.8K | 0.00% | +15+17.6% | Added |
| WFA of San Diego, LLC | 100 | $12.8K | 0.01% | +100 | New |
| Thompson Siegel & Walmsley LLC | 96 | $12.0K | 0.00% | −40−29.4% | Reduced |
| Kessler Investment Group, LLC | 96 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $11.7K | 0.00% | +2+2.2% | Added |
| Glassy Mountain Advisors, Inc. | 92 | $11.7K | 0.01% | +92 | New |
| Earnest Partners LLC | 90 | $11.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 108 | $11.3K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 89 | $11.0K | 0.01% | +89 | New |
| Tilia Fiduciary Partners, Inc. | 85 | $10.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 82 | $10.4K | 0.00% | +1+1.2% | Added |