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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 583 | $75.3K | 0.01% | +1+0.2% | Added |
| Creative Financial Designs Inc | 619 | $80.0K | 0.01% | +18+3.0% | Added |
| S.A. Mason LLC | 620 | $80.1K | 0.06% | +20+3.3% | Added |
| Parkside Financial Bank & Trust | 639 | $82.6K | 0.02% | −73−10.3% | Reduced |
| Delta Asset Management LLC | 640 | $82.7K | 0.01% | −64−9.1% | Reduced |
| International Assets Investment Management, LLC | 642 | $82.9K | 0.01% | +642 | New |
| Harbour Investments, Inc. | 646 | $83.5K | 0.00% | −25−3.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 649 | $84.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 610 | $84.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 662 | $85.5K | 0.00% | −268−28.8% | Reduced |
| Western Pacific Wealth Management, LP | 663 | $85.7K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 672 | $87.0K | 0.03% | −296−30.6% | Reduced |
| CNB Bank | 674 | $87.1K | 0.05% | −50−6.9% | Reduced |
| Endurance Wealth Management, Inc. | 700 | $90.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 695 | $90.0K | 0.07% | +60+9.4% | Added |
| Sunbelt Securities, Inc. | 710 | $90.0K | 0.01% | +710 | New |
| Alta Advisers Ltd | 700 | $90.4K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 705 | $91.2K | 0.00% | +41+6.2% | Added |
| TFC Financial Management | 719 | $93.0K | 0.02% | +3+0.4% | Added |
| AXS Investments LLC | 733 | $94.7K | 0.03% | −89−10.8% | Reduced |
| M&R Capital Management Inc | 747 | $96.5K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 750 | $96.9K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 759 | $98.1K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 761 | $98.3K | 0.01% | +761 | New |
| Counterpoint Mutual Funds LLC | 790 | $102.1K | 0.09% | −23−2.8% | Reduced |
| Arrow Financial Corp | 795 | $102.7K | 0.01% | −225−22.1% | Reduced |
| Citizens National Bank Trust Department | 800 | $103.4K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 800 | $110.5K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 869 | $112.3K | 0.01% | +186+27.2% | Added |
| EverSource Wealth Advisors, LLC | 886 | $114.5K | 0.01% | +35+4.1% | Added |
| Brown, Lisle/Cummings, Inc. | 925 | $119.5K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 934 | $120.7K | 0.00% | +134+16.8% | Added |
| Field & Main Bank | 975 | $126.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 999 | $129.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,022 | $132.0K | 0.02% | −10−1.0% | Reduced |
| Sandy Spring Bank | 1,029 | $133.0K | 0.01% | +98+10.5% | Added |
| GHP Investment Advisors, Inc. | 1,031 | $133.2K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,050 | $135.7K | 0.14% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,268 | $144.1K | 0.01% | −1,988−46.7% | Reduced |
| Spire Wealth Management | 1,129 | $145.9K | 0.01% | +885+362.7% | Added |
| Thomas White International Ltd | 1,191 | $153.9K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,253 | $161.9K | 0.02% | +34+2.8% | Added |
| Ameritas Advisory Services, LLC | 1,229 | $168.1K | 0.01% | +1,229 | New |
| Ellevest, Inc. | 1,334 | $172.4K | 0.01% | +95+7.7% | Added |
| Webster Bank, N. A. | 1,337 | $172.7K | 0.02% | −90−6.3% | Reduced |
| Tobam | 1,348 | $174.0K | 0.01% | +260+23.9% | Added |
| Covestor Ltd | 1,369 | $177.0K | 0.15% | +343+33.4% | Added |
| Sentry Investment Management LLC | 1,377 | $178.0K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,498 | $193.6K | 0.01% | +867+137.4% | Added |
| Ridgewood Investments LLC | 1,526 | $197.2K | 0.12% | +1,526 | New |
| Leonteq Securities AG | 1,527 | $197.3K | 0.02% | +39+2.6% | Added |
| First Command Bank | 1,535 | $198.3K | 0.02% | −64−4.0% | Reduced |
| First Command Financial Services, Inc. | 1,535 | $198.3K | 0.02% | −64−4.0% | Reduced |
| Pinnacle Associates Ltd | 1,548 | $200.1K | 0.00% | −3,842−71.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,554 | $200.8K | 0.01% | −220−12.4% | Reduced |
| VeraBank, N.A. | 1,564 | $202.1K | 0.09% | −398−20.3% | Reduced |
| FFT Wealth Management LLC | 1,565 | $202.2K | 0.03% | +1,565 | New |
| Rice Partnership, LLC | 1,575 | $203.5K | 0.06% | 00.0% | Unchanged |
| Lincoln National Corp | 1,579 | $204.0K | 0.00% | +1,579 | New |
| Federation des caisses Desjardins du Quebec | 1,586 | $204.9K | 0.00% | +590+59.2% | Added |
| Independent Financial Group, LLC | 1,618 | $209.1K | 0.02% | −195−10.8% | Reduced |
| BancorpSouth Bank | 1,620 | $209.3K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,631 | $210.7K | 0.13% | 00.0% | Unchanged |
| Sym Financial Corp | 1,639 | $211.7K | 0.05% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,642 | $212.1K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 1,646 | $212.7K | 0.05% | −22−1.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,665 | $215.0K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,665 | $215.1K | 0.02% | −316−16.0% | Reduced |
| Evermay Wealth Management LLC | 1,688 | $218.5K | 0.04% | 00.0% | Unchanged |
| Burney Co | 1,694 | $218.9K | 0.01% | −10−0.6% | Reduced |
| Bartlett & Co. LLC | 1,692 | $219.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,692 | $219.0K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,704 | $220.2K | 0.28% | +1,704 | New |
| Cetera Advisors LLC | 1,707 | $220.5K | 0.00% | +125+7.9% | Added |
| Acadian Asset Management LLC | 1,731 | $222.0K | 0.00% | +1,221+239.4% | Added |
| Harbor Advisory Corp | 1,729 | $223.4K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,736 | $224.2K | 0.01% | +16+0.9% | Added |
| Carnegie Capital Asset Management, LLC | 1,746 | $225.6K | 0.01% | −1−0.1% | Reduced |
| HBK Sorce Advisory LLC | 1,749 | $226.0K | 0.01% | −1,985−53.2% | Reduced |
| Signaturefd, LLC | 1,756 | $226.9K | 0.01% | +131+8.1% | Added |
| Personal Cfo Solutions, LLC | 1,759 | $227.3K | 0.05% | +1,759 | New |
| Siemens Fonds Invest GmbH | 1,761 | $227.5K | 0.02% | −28−1.6% | Reduced |
| Virtu Financial LLC | 1,781 | $230.0K | 0.02% | +1,781 | New |
| Clarius Group, LLC | 1,789 | $231.1K | 0.02% | +203+12.8% | Added |
| BlueCrest Capital Management Ltd | 1,800 | $232.6K | 0.02% | +1,800 | New |
| Wedmont Private Capital | 1,819 | $233.1K | 0.03% | +197+12.1% | Added |
| Meeder Asset Management Inc | 1,807 | $233.5K | 0.02% | −299−14.2% | Reduced |
| Cable Hill Partners, LLC | 1,809 | $234.2K | 0.04% | −284−13.6% | Reduced |
| Driehaus Capital Management LLC | 1,816 | $234.6K | 0.00% | +1,816 | New |
| Aspiriant, LLC | 1,827 | $236.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,857 | $237.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 1,838 | $237.5K | 0.04% | +1,838 | New |
| Moneta Group Investment Advisors LLC | 1,850 | $239.0K | 0.01% | +14+0.8% | Added |
| Certified Advisory Corp | 1,870 | $241.6K | 0.04% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,885 | $243.5K | 0.05% | −200−9.6% | Reduced |
| Humankind Investments LLC | 1,893 | $244.6K | 0.10% | −189−9.1% | Reduced |
| Armstrong Shaw Associates Inc | 1,900 | $245.5K | 0.24% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $247.3K | 0.03% | – | – |
| WealthPlan Investment Management, LLC | 1,920 | $248.1K | 0.04% | −270−12.3% | Reduced |
| Stratos Wealth Advisors, LLC | 1,934 | $250.0K | 0.02% | −12−0.6% | Reduced |