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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 109 | $14.1K | 0.00% | −29−21.0% | Reduced |
| Center for Financial Planning, Inc. | 110 | $14.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 113 | $14.6K | 0.00% | +113 | New |
| Mendota Financial Group, LLC | 115 | $14.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $14.7K | 0.00% | +22+23.9% | Added |
| Lazard Asset Management LLC | 123 | $15.0K | 0.00% | +108+720.0% | Added |
| Baker Avenue Asset Management, LP | 120 | $15.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 120 | $15.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $15.9K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 125 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 125 | $16.2K | 0.01% | −42−25.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $16.5K | 0.00% | −73−36.5% | Reduced |
| Private Ocean, LLC | 130 | $16.8K | 0.00% | +100+333.3% | Added |
| Plante Moran Financial Advisors, LLC | 133 | $17.2K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 135 | $17.4K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 136 | $17.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 139 | $18.0K | 0.00% | +8+6.1% | Added |
| Addison Advisors LLC | 140 | $18.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 140 | $18.1K | 0.01% | +140 | New |
| Key Financial Inc | 143 | $18.5K | 0.01% | +35+32.4% | Added |
| First Personal Financial Services | 146 | $18.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 148 | $20.0K | 0.00% | −23−13.5% | Reduced |
| Coston, McIsaac & Partners | 156 | $20.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 160 | $20.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 160 | $20.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $21.0K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 164 | $21.2K | 0.04% | +164 | New |
| Tortoise Investment Management, LLC | 165 | $21.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 165 | $21.3K | 0.00% | +1+0.6% | Added |
| Archer Investment Corp | 173 | $22.4K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 176 | $22.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 180 | $23.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 185 | $23.9K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 191 | $25.0K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 190 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 195 | $25.0K | 0.00% | +195 | New |
| Creative Capital Management Investments LLC | 198 | $25.6K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $25.8K | 0.00% | −24−10.7% | Reduced |
| Stephens Consulting, LLC | 200 | $25.8K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 210 | $27.1K | 0.01% | +29+16.0% | Added |
| New England Capital Financial Advisors LLC | 215 | $27.7K | 0.02% | +1+0.5% | Added |
| Prestige Wealth Management Group LLC | 215 | $27.8K | 0.01% | −3−1.4% | Reduced |
| Zions Bancorporation, N.A. | 215 | $27.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $28.3K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $28.9K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $29.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 238 | $30.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 253 | $32.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 251 | $32.4K | 0.02% | +176+234.7% | Added |
| US Asset Management LLC | 256 | $33.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 274 | $35.4K | 0.01% | +274 | New |
| State of Wyoming | 286 | $37.0K | 0.01% | +23+8.7% | Added |
| Glassman Wealth Services | 289 | $37.3K | 0.01% | +13+4.7% | Added |
| South State Corp. | 290 | $37.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 295 | $38.1K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $38.8K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $39.0K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 306 | $39.0K | 0.01% | +6+2.0% | Added |
| CKW Financial Group | 310 | $40.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 317 | $41.0K | 0.03% | +70+28.3% | Added |
| Oakworth Capital, Inc. | 318 | $41.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 324 | $41.9K | 0.00% | +3+0.9% | Added |
| Sound Income Strategies, LLC | 326 | $42.1K | 0.00% | −2−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 331 | $42.8K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 337 | $43.6K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 338 | $43.7K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 354 | $45.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 357 | $46.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 307 | $46.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 368 | $47.5K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 374 | $48.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 379 | $49.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 382 | $49.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 380 | $49.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 397 | $51.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 399 | $51.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 403 | $52.1K | 0.01% | +403 | New |
| Clear Street Markets LLC | 411 | $53.0K | 0.01% | +199+93.9% | Added |
| Allworth Financial LP | 416 | $53.8K | 0.00% | +13+3.2% | Added |
| Old North State Trust, LLC | 424 | $55.0K | 0.04% | −32−7.0% | Reduced |
| Foster Dykema Cabot & Co Inc | 425 | $55.0K | 0.01% | +425 | New |
| Compagnie Lombard Odier SCmA | 430 | $55.6K | 0.00% | −3,000−87.5% | Reduced |
| Tompkins Financial Corp | 430 | $55.6K | 0.01% | −245−36.3% | Reduced |
| TSFG, LLC | 435 | $56.0K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 435 | $56.2K | 0.01% | +435 | New |
| Armstrong Advisory Group, Inc | 453 | $58.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 459 | $59.2K | 0.01% | +1+0.2% | Added |
| JNBA Financial Advisors | 471 | $60.9K | 0.01% | +53+12.7% | Added |
| TCI Wealth Advisors, Inc. | 478 | $61.8K | 0.01% | +6+1.3% | Added |
| Rosenberg Matthew Hamilton | 480 | $62.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $65.5K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $67.1K | 0.01% | −316−37.8% | Reduced |
| Adirondack Trust Co | 521 | $67.3K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 527 | $68.1K | 0.00% | −40−7.1% | Reduced |
| Optimum Investment Advisors | 550 | $71.1K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 586 | $75.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 591 | $75.0K | 0.00% | +3+0.5% | Added |