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, Q1 2023

Institutional positions in Zimmer Biomet Holdings, Inc. as of Mar 31, 2023. 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: 998; +38 vs. Q4 2022
Shares held: 184.7M; −1.49M (−0.8%) vs. Q4 2022
Total value: $23.9B; +$135.3M (+0.6%) vs. Q4 2022
New holders: 99; 328 more added
Sold out: 61; 341 more reduced

19 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 998 institutions

Value heldQ1 2023: $23.9B

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, Q1 2023

Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q4 2022.

Institutions holding ZBH in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Values First Advisors, Inc.	0	$12	0.00%	0	New
Tfo-TDC, LLC	1	$129	0.00%	−1−50.0%	Reduced
Colonial Trust Advisors	1	$129	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	1	$130	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	129	$173	0.01%	+129	New
True Wealth Design, LLC	3	$388	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$388	0.00%	–	–
JJJ Advisors Inc.	3	$398	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	4	$508	0.00%	+4	New
25 LLC	4	$550	0.00%	+4	New
Pinnacle Financial Partners Inc	5	$646	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	5	$646	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	5	$646	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	5	$647	0.00%	−5−50.0%	Reduced
Beaird Harris Wealth Management, LLC	7	$905	0.00%	−71−91.0%	Reduced
Penserra Capital Management LLC	12	$1.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	4	$1.00K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Core Alternative Capital	8	$1.03K	0.00%	+8	New
Financial Synergies Wealth Advisors, Inc.	9	$1.16K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	9	$1.16K	0.00%	+1+12.5%	Added
Toth Financial Advisory Corp	10	$1.29K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	10	$1.29K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	10	$1.29K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	12	$1.55K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	12	$1.55K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	13	$1.63K	0.00%	−11−45.8%	Reduced
Ahrens Investment Partners LLC	15	$1.94K	0.00%	+15	New
Portland Hill Asset Management Ltd	1,173	$2.00K	0.00%	00.0%	Unchanged
Horizon Bancorp Inc	12	$2.00K	0.00%	−281−95.9%	Reduced
Disciplined Investments, LLC	18	$2.33K	0.00%	−2−10.0%	Reduced
Raffa Wealth Management, LLC	18	$2.33K	0.00%	00.0%	Unchanged
BDO Wealth Advisors, LLC	18	$2.33K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	18	$2.33K	0.00%	+18	New
Sageworth Trust Co	20	$2.58K	0.00%	−12−37.5%	Reduced
Barrett & Company, Inc.	20	$2.58K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	20	$2.58K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	20	$2.58K	0.00%	+20	New
SJS Investment Consulting Inc.	20	$2.58K	0.00%	+1+5.3%	Added
PFS Partners, LLC	21	$2.69K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	21	$2.73K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	24	$3.10K	0.00%	00.0%	Unchanged
Red Tortoise LLC	25	$3.23K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	25	$3.23K	0.00%	00.0%	Unchanged
Antonetti Capital Management LLC	26	$3.36K	0.00%	+26	New
Stephenson National Bank & Trust	27	$3.49K	0.00%	00.0%	Unchanged
Venturi Wealth Management, LLC	28	$3.62K	0.00%	+28	New
Hoese & Co LLP	30	$3.72K	0.00%	00.0%	Unchanged
Abound Wealth Management	29	$3.75K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	30	$3.88K	0.00%	+30	New
Carmel Capital Partners, LLC	30	$3.88K	0.00%	+30	New
TD Ameritrade Investment Management, LLC	34	$4.00K	0.00%	+2+6.3%	Added
Thompson Investment Management, Inc.	35	$4.52K	0.00%	+35	New
Grove Bank & Trust	39	$5.04K	0.00%	+39	New
Operose Advisors LLC	40	$5.17K	0.00%	−40−50.0%	Reduced
IAG Wealth Partners, LLC	40	$5.17K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	40	$5.17K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	40	$5.17K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$5.17K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	40	$5.17K	0.00%	+40	New
Washington Trust Advisors, Inc.	41	$5.30K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	42	$5.38K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	43	$5.56K	0.00%	+43	New
Lee Financial Co	44	$5.69K	0.00%	+21+91.3%	Added
Schubert & Co	45	$5.81K	0.01%	−3−6.3%	Reduced
SOA Wealth Advisors, LLC.	46	$5.94K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	43	$6.00K	0.00%	00.0%	Unchanged
First Financial Corp	48	$6.20K	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	50	$6.46K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	50	$6.46K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	57	$7.00K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	56	$7.00K	0.00%	+19+51.4%	Added
Proequities, Inc.	60	$7.77K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	66	$8.00K	0.00%	−23−25.8%	Reduced
ClariVest Asset Management LLC	56	$8.00K	0.00%	+56	New
BerganKDV Wealth Management, LLC	65	$8.40K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	65	$8.40K	0.01%	00.0%	Unchanged
Northwest Investment Counselors, LLC	66	$8.53K	0.00%	00.0%	Unchanged
Activest Wealth Management	67	$8.67K	0.01%	−440−86.8%	Reduced
PrairieView Partners, LLC	73	$9.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	70	$9.04K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	72	$9.30K	0.01%	00.0%	Unchanged
Picton Mahoney Asset Management	80	$10.0K	0.00%	+80	New
McIlrath & Eck, LLC	82	$10.5K	0.00%	00.0%	Unchanged
Tilia Fiduciary Partners, Inc.	85	$11.0K	0.01%	00.0%	Unchanged
CVA Family Office, LLC	90	$11.6K	0.00%	−10−10.0%	Reduced
Earnest Partners LLC	90	$11.6K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	91	$11.8K	0.00%	+65+250.0%	Added
Thompson Siegel & Walmsley LLC	96	$12.0K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	94	$12.0K	0.00%	+15+19.0%	Added
Kessler Investment Group, LLC	96	$12.4K	0.01%	00.0%	Unchanged
Trust Co	100	$12.9K	0.00%	00.0%	Unchanged
NVWM, LLC	100	$12.9K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	101	$13.1K	0.00%	00.0%	Unchanged
Capstone Investment Advisors, LLC	103	$13.3K	0.00%	+103	New
PFG Private Wealth Management, LLC	104	$13.4K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	105	$13.6K	0.01%	00.0%	Unchanged
Mascoma Wealth Management LLC	100	$13.8K	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	107	$13.9K	0.00%	+4+3.9%	Added
Cyrus J. Lawrence, LLC	109	$14.0K	0.00%	−40−26.8%	Reduced