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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 6,605 | $391.3K | 0.13% | −268−3.9% | Reduced |
| Ieq Capital, LLC | 3,030 | $391.4K | 0.01% | +3,030 | New |
| Meixler Investment Management, Ltd. | 3,037 | $392.4K | 0.38% | −155−4.9% | Reduced |
| Benjamin Edwards Inc | 3,045 | $393.0K | 0.10% | +109+3.7% | Added |
| David Loasby | 3,052 | $394.3K | 0.05% | +230+8.2% | Added |
| Bleakley Financial Group, LLC | 3,055 | $394.7K | 0.01% | +345+12.7% | Added |
| Sutton Wealth Advisors Inc. | 3,064 | $395.9K | 0.21% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,066 | $396.1K | 0.01% | +3,066 | New |
| Ropes Wealth Advisors LLC | 3,085 | $398.6K | 0.07% | +205+7.1% | Added |
| Berkshire Bank | 3,090 | $399.2K | 0.12% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,126 | $404.0K | 0.00% | +616+24.5% | Added |
| First National Bank & Trust Co of Newtown | 3,147 | $406.6K | 0.09% | −185−5.6% | Reduced |
| Profund Advisors LLC | 3,157 | $407.9K | 0.03% | −455−12.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,170 | $410.0K | 0.01% | +779+32.6% | Added |
| National Asset Management, Inc. | 3,178 | $411.4K | 0.01% | −365−10.3% | Reduced |
| Haverford Trust Co | 3,215 | $415.4K | 0.00% | −43−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,234 | $417.8K | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,235 | $418.0K | 0.07% | +10+0.3% | Added |
| Park Edge Advisors, LLC | 3,271 | $422.6K | 0.16% | −142−4.2% | Reduced |
| Citadel Advisors LLC | 3,324 | $429.5K | 0.00% | −2,328,300−99.9% | Reduced |
| Evercore Wealth Management, LLC | 3,342 | $431.8K | 0.01% | −17−0.5% | Reduced |
| Independent Advisor Alliance | 3,350 | $432.8K | 0.02% | +3,350 | New |
| Diligent Investors, LLC | 3,355 | $433.5K | 0.13% | +54+1.6% | Added |
| Resonant Capital Advisors, LLC | 3,358 | $434.7K | 0.05% | +58+1.8% | Added |
| North Star Asset Management Inc | 3,369 | $435.3K | 0.03% | −100−2.9% | Reduced |
| Meridian Investment Counsel Inc. | 3,398 | $439.0K | 0.17% | −200−5.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,408 | $440.0K | 0.14% | −84−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 3,454 | $446.4K | 0.04% | +81+2.4% | Added |
| Walleye Trading LLC | 3,479 | $449.5K | 0.02% | +2,834+439.4% | Added |
| Neville Rodie & Shaw Inc | 3,500 | $452.0K | 0.04% | 00.0% | Unchanged |
| Ergoteles LLC | 3,500 | $452.2K | 0.02% | −465−11.7% | Reduced |
| Choate Investment Advisors | 3,524 | $455.3K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,534 | $456.6K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,540 | $457.4K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,595 | $464.5K | 0.02% | +120+3.5% | Added |
| Intrust Bank NA | 3,615 | $467.1K | 0.06% | +248+7.4% | Added |
| Financial Advisory Corp | 3,648 | $471.0K | 0.22% | −535−12.8% | Reduced |
| Qtron Investments LLC | 3,654 | $472.1K | 0.10% | +3,654 | New |
| Avantax Advisory Services, Inc. | 3,662 | $473.1K | 0.01% | +24+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 3,710 | $479.3K | 0.03% | +469+14.5% | Added |
| Community Bank, N.A. | 3,714 | $479.8K | 0.06% | +80+2.2% | Added |
| Estabrook Capital Management | 3,730 | $481.9K | 0.08% | −240−6.0% | Reduced |
| Westhampton Capital, LLC | 3,735 | $482.5K | 0.31% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,736 | $483.0K | 0.00% | −849−18.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,768 | $486.8K | 0.18% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 3,781 | $489.0K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,819 | $493.4K | 0.02% | −919−19.4% | Reduced |
| Stephens Inc | 3,829 | $494.7K | 0.01% | −2,944−43.5% | Reduced |
| Magnetar Financial LLC | 3,846 | $496.9K | 0.01% | +3,846 | New |
| Janney Capital Management LLC | 3,861 | $499.0K | 0.04% | 00.0% | Unchanged |
| Weiss Asset Management LP | 3,900 | $503.9K | 0.04% | +3,900 | New |
| Financial Network Wealth Management LLC | 3,953 | $510.7K | 0.25% | −17−0.4% | Reduced |
| Vontobel Holding Ltd. | 4,000 | $516.8K | 0.00% | −337−7.8% | Reduced |
| Stock Yards Bank & Trust Co | 4,039 | $522.0K | 0.02% | −184−4.4% | Reduced |
| Whittier Trust Co | 4,043 | $522.4K | 0.01% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,044 | $522.5K | 0.04% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,059 | $524.4K | 0.38% | −1,596−28.2% | Reduced |
| Curbstone Financial Management Corp | 4,076 | $526.6K | 0.13% | −50−1.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,139 | $527.7K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 4,123 | $532.7K | 0.07% | +1,223+42.2% | Added |
| Cohen Lawrence B | 4,125 | $533.0K | 0.36% | −25−0.6% | Reduced |
| Ballentine Partners, LLC | 4,139 | $534.8K | 0.01% | +7+0.2% | Added |
| Chiron Capital Management, LLC | 4,140 | $534.9K | 0.37% | −3,700−47.2% | Reduced |
| Dana Investment Advisors, Inc. | 4,158 | $537.2K | 0.03% | −42−1.0% | Reduced |
| Connectus Wealth, LLC | 4,160 | $537.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,170 | $538.8K | 0.13% | −100−2.3% | Reduced |
| Silvercrest Asset Management Group LLC | 4,181 | $540.2K | 0.00% | −513−10.9% | Reduced |
| Sherbrooke Park Advisers LLC | 4,200 | $542.6K | 0.82% | +1,500+55.6% | Added |
| ELCO Management Co., LLC | 4,204 | $543.2K | 0.39% | −415−9.0% | Reduced |
| Kovack Advisors, Inc. | 4,253 | $549.4K | 0.07% | −12−0.3% | Reduced |
| Atlas Capital Advisors LLC | 4,299 | $555.4K | 0.09% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,396 | $562.4K | 0.52% | −62−1.4% | Reduced |
| Cim Investment Mangement Inc | 4,353 | $562.4K | 0.21% | +215+5.2% | Added |
| Central Trust Co | 4,358 | $563.1K | 0.02% | −1,822−29.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,387 | $567.0K | 0.02% | +1,060+31.9% | Added |
| Segall Bryant & Hamill, LLC | 4,397 | $568.0K | 0.01% | +20+0.5% | Added |
| Capital Insight Partners, LLC | 4,456 | $575.7K | 0.14% | +156+3.6% | Added |
| Davenport & Co LLC | 4,457 | $575.8K | 0.00% | +978+28.1% | Added |
| McMorgan & Co LLC | 4,474 | $578.1K | 0.12% | −146−3.2% | Reduced |
| La Banque Postale Asset Management SA | 4,476 | $578.3K | 0.01% | −312−6.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,488 | $579.9K | 0.01% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4,500 | $581.4K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 4,506 | $582.2K | 0.03% | +406+9.9% | Added |
| Sigma Planning Corp | 4,518 | $583.8K | 0.02% | −177−3.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,549 | $587.7K | 0.05% | −83−1.8% | Reduced |
| LaFleur & Godfrey LLC | 4,576 | $591.2K | 0.10% | −133−2.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,613 | $596.0K | 0.01% | −17,484−79.1% | Reduced |
| Highline Wealth Partners LLC | 4,635 | $598.8K | 0.41% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 4,641 | $599.6K | 0.03% | +10.0% | Added |
| Massmutual Trust Co FSB | 4,646 | $600.3K | 0.02% | −121−2.5% | Reduced |
| Fairfield, Bush & Co. | 4,715 | $609.2K | 0.21% | +4,715 | New |
| Kornitzer Capital Management Inc | 4,754 | $614.2K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,787 | $618.4K | 0.02% | +912+23.5% | Added |
| Israel Discount Bank of New York | 4,788 | $618.6K | 0.46% | −84−1.7% | Reduced |
| Gsa Capital Partners LLP | 4,799 | $620.0K | 0.06% | +4,799 | New |
| Advisory Services Network, LLC | 4,803 | $620.5K | 0.02% | −246−4.9% | Reduced |
| Pflug Koory, LLC | 4,863 | $628.3K | 0.34% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,907 | $634.0K | 0.07% | −292−5.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,918 | $635.4K | 0.06% | −994−16.8% | Reduced |
| HRT Financial LP | 4,952 | $639.0K | 0.01% | +4,952 | New |