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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 1,940 | $250.6K | 0.12% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,944 | $251.2K | 0.00% | +110+6.0% | Added |
| Moody National Bank Trust Division | 1,974 | $255.0K | 0.02% | +22+1.1% | Added |
| Sittner & Nelson, LLC | 1,981 | $255.9K | 0.15% | +1+0.1% | Added |
| Hunter Associates Investment Management LLC | 1,973 | $256.0K | 0.05% | −100−4.8% | Reduced |
| Beaton Management Co. Inc. | 1,980 | $256.0K | 0.17% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,983 | $256.2K | 0.00% | +44+2.3% | Added |
| Farmers & Merchants Investments Inc | 1,985 | $256.5K | 0.01% | +50+2.6% | Added |
| Integrated Wealth Concepts LLC | 1,987 | $257.0K | 0.01% | +1,987 | New |
| Money Concepts Capital Corp | 1,997 | $258.2K | 0.01% | −611−23.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $258.4K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,011 | $259.8K | 0.19% | −23−1.1% | Reduced |
| Nikulski Financial, Inc. | 2,030 | $262.3K | 0.12% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,040 | $263.6K | 0.15% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,040 | $263.6K | 0.06% | +160+8.5% | Added |
| Trust Co of Vermont | 2,047 | $264.5K | 0.02% | −17−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 2,050 | $264.9K | 0.14% | −140−6.4% | Reduced |
| Venture Visionary Partners LLC | 2,081 | $268.8K | 0.02% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,083 | $269.1K | 0.11% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 2,114 | $273.1K | 0.24% | +2,114 | New |
| Greylin Investment Mangement Inc | 2,120 | $273.9K | 0.05% | 00.0% | Unchanged |
| First National Bank | 2,120 | $273.9K | 0.23% | +100+5.0% | Added |
| Physicians Financial Services, Inc. | 2,129 | $275.0K | 0.12% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,139 | $276.4K | 0.07% | −200−8.6% | Reduced |
| First County Bank | 2,145 | $277.1K | 0.14% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,145 | $277.1K | 0.12% | +200+10.3% | Added |
| Welch Group, LLC | 2,146 | $277.3K | 0.02% | +2+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 2,156 | $278.6K | 0.06% | +2,156 | New |
| Legacy Capital Group California, Inc. | 2,164 | $279.6K | 0.14% | +2,164 | New |
| Meeder Advisory Services, Inc. | 2,174 | $280.9K | 0.03% | +98+4.7% | Added |
| Allegheny Financial Group LTD | 2,195 | $283.6K | 0.11% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 2,195 | $283.6K | 0.20% | +4+0.2% | Added |
| Journey Advisory Group, LLC | 2,213 | $285.9K | 0.05% | +193+9.6% | Added |
| Mill Creek Capital Advisors, LLC | 2,217 | $286.4K | 0.01% | −10−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,235 | $289.0K | 0.01% | −100−4.3% | Reduced |
| Pictet North America Advisors SA | 2,259 | $291.9K | 0.05% | −2,634−53.8% | Reduced |
| Sit Investment Associates Inc | 2,267 | $293.0K | 0.01% | −250−9.9% | Reduced |
| White Pine Capital LLC | 2,275 | $293.9K | 0.11% | −50−2.2% | Reduced |
| City State Bank | 2,272 | $294.0K | 0.17% | −31−1.3% | Reduced |
| Am Investment Strategies LLC | 2,198 | $294.0K | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,285 | $295.3K | 0.01% | −203−8.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,295 | $296.5K | 0.01% | +616+36.7% | Added |
| Rossmore Private Capital | 2,310 | $298.5K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,334 | $301.5K | 0.01% | +214+10.1% | Added |
| Radnor Capital Management, LLC | 2,341 | $302.0K | 0.08% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,349 | $303.5K | 0.10% | −3,973−62.8% | Reduced |
| Coldstream Capital Management Inc | 2,356 | $304.4K | 0.01% | +25+1.1% | Added |
| Kanawha Capital Management LLC | 2,364 | $305.4K | 0.03% | −197−7.7% | Reduced |
| Gateway Investment Advisers LLC | 2,370 | $306.2K | 0.00% | +13+0.6% | Added |
| Sompo Asset Management Co., Ltd. | 2,380 | $307.5K | 0.06% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,391 | $308.9K | 0.04% | +19+0.8% | Added |
| Ci Investments Inc. | 2,392 | $309.0K | 0.00% | +1,505+169.7% | Added |
| WealthShield Partners, LLC | 2,399 | $310.6K | 0.05% | +2,399 | New |
| Riverwater Partners LLC | 2,416 | $312.1K | 0.29% | −146−5.7% | Reduced |
| Trust Asset Management LLC | 2,417 | $312.3K | 0.04% | +64+2.7% | Added |
| Essex Financial Services, Inc. | 2,450 | $316.6K | 0.03% | +2,450 | New |
| Rise Advisors, LLC | 2,476 | $319.8K | 0.24% | +5+0.2% | Added |
| Shelton Wealth Management, LLC | 2,492 | $322.0K | 0.26% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,492 | $322.0K | 0.27% | −28−1.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $323.0K | 0.13% | 00.0% | Unchanged |
| Grace & White Inc | 2,500 | $323.0K | 0.06% | +2,500 | New |
| United Bank | 2,516 | $325.1K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,522 | $325.8K | 0.04% | +7+0.3% | Added |
| NatWest Group plc | 2,525 | $326.2K | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,526 | $326.4K | 0.02% | +325+14.8% | Added |
| First Eagle Investment Management, LLC | 2,527 | $326.5K | 0.00% | +2,340+1,251.3% | Added |
| Cigna Investments Inc | 2,531 | $327.0K | 0.07% | −60−2.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,531 | $327.0K | 0.04% | +297+13.3% | Added |
| Ameritas Investment Partners, Inc. | 2,533 | $327.3K | 0.01% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,397 | $327.8K | 0.37% | +2,397 | New |
| Fund Management at Engine No. 1 LLC | 2,544 | $328.7K | 0.07% | +233+10.1% | Added |
| Wealth Alliance | 2,561 | $330.8K | 0.05% | −31−1.2% | Reduced |
| HB Wealth Management, LLC | 2,564 | $331.2K | 0.01% | +193+8.1% | Added |
| Moors & Cabot, Inc. | 2,592 | $334.9K | 0.02% | −136−5.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,612 | $337.5K | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 2,617 | $338.0K | 0.03% | +303+13.1% | Added |
| Capital Asset Advisory Services LLC | 2,635 | $340.4K | 0.03% | −441−14.3% | Reduced |
| Aberdeen Wealth Management LLC | 2,639 | $341.0K | 0.25% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,668 | $344.7K | 0.02% | +112+4.4% | Added |
| Chatham Capital Group, Inc. | 2,683 | $346.6K | 0.08% | −600−18.3% | Reduced |
| Wahed Invest LLC | 2,694 | $348.1K | 0.15% | −10−0.4% | Reduced |
| Global Retirement Partners, LLC | 2,510 | $350.4K | 0.02% | +213+9.3% | Added |
| Old National Bancorp | 2,755 | $355.9K | 0.01% | −380−12.1% | Reduced |
| Wedbush Securities Inc | 2,762 | $357.0K | 0.02% | +189+7.3% | Added |
| Ironwood Financial, llc | 2,777 | $358.8K | 0.10% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,784 | $359.6K | 0.30% | +2+0.1% | Added |
| Boston Family Office LLC | 2,780 | $360.0K | 0.03% | +129+4.9% | Added |
| Whittier Trust Co of Nevada Inc | 2,823 | $364.7K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,824 | $364.9K | 0.32% | +1,024+56.9% | Added |
| Canandaigua National Bank & Trust Co | 2,827 | $365.0K | 0.06% | +2,827 | New |
| Horizon Investments, LLC | 2,860 | $369.5K | 0.01% | +459+19.1% | Added |
| Bokf, NA | 2,882 | $372.4K | 0.01% | −3,913−57.6% | Reduced |
| Hourglass Capital, LLC | 2,900 | $374.7K | 0.14% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,918 | $377.0K | 0.07% | +2,918 | New |
| King Luther Capital Management Corp | 2,923 | $377.7K | 0.00% | −162−5.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,970 | $383.7K | 0.01% | +547+22.6% | Added |
| SevenBridge Financial Group, LLC | 2,971 | $383.9K | 0.11% | −330−10.0% | Reduced |
| Symmetry Partners, LLC | 2,970 | $384.0K | 0.02% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 2,974 | $384.2K | 0.39% | +2,974 | New |
| MAI Capital Management | 3,027 | $391.0K | 0.01% | −164−5.1% | Reduced |