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 |
|---|---|---|---|---|---|
| Vestcor Inc | 4,951 | $640.0K | 0.02% | −25−0.5% | Reduced |
| Karpas Strategies, LLC | 4,960 | $640.8K | 0.23% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,963 | $641.2K | 0.03% | −199−3.9% | Reduced |
| Peapack Gladstone Financial Corp | 5,038 | $651.0K | 0.01% | +32+0.6% | Added |
| Engineers Gate Manager LP | 5,044 | $651.7K | 0.03% | +5,044 | New |
| Wetherby Asset Management Inc | 5,062 | $654.0K | 0.04% | +72+1.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,075 | $655.7K | 0.13% | +63+1.3% | Added |
| Camelot Portfolios, LLC | 5,080 | $656.3K | 0.46% | −373−6.8% | Reduced |
| Canvas Wealth Advisors, LLC | 4,749 | $657.0K | 0.28% | +4,749 | New |
| Impax Asset Management Group plc | 5,206 | $672.6K | 0.00% | +381+7.9% | Added |
| Hall Private Wealth Advisors | 5,233 | $676.1K | 0.35% | −592−10.2% | Reduced |
| SYSTM Wealth Solutions LLC | 5,259 | $679.4K | 0.10% | +188+3.7% | Added |
| Pathstone Family Office, LLC | 5,421 | $681.0K | 0.01% | −2,377−30.5% | Reduced |
| Vident Investment Advisory, LLC | 5,274 | $681.4K | 0.02% | +1,056+25.0% | Added |
| BLB&B Advisors, LLC | 5,287 | $683.1K | 0.05% | −163−3.0% | Reduced |
| Azzad Asset Management Inc | 5,292 | $683.7K | 0.10% | +73+1.4% | Added |
| Kestra Advisory Services, LLC | 5,325 | $688.0K | 0.01% | −5,385−50.3% | Reduced |
| RSM US Wealth Management LLC | 5,382 | $695.4K | 0.02% | +5,382 | New |
| Busey Wealth Management | 5,401 | $697.8K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 5,454 | $704.7K | 0.08% | −80−1.4% | Reduced |
| Glenview Trust Co | 5,480 | $708.0K | 0.02% | −94−1.7% | Reduced |
| MML Investors Services, LLC | 5,509 | $712.0K | 0.01% | −1,527−21.7% | Reduced |
| Exos TFP Holdings LLC | 5,526 | $714.0K | 0.18% | +2,830+105.0% | Added |
| Financial Counselors Inc | 5,580 | $721.0K | 0.02% | +51+0.9% | Added |
| XTX Topco Ltd | 5,595 | $722.9K | 0.15% | +192+3.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 5,625 | $726.0K | 0.66% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 5,661 | $731.4K | 0.25% | −816−12.6% | Reduced |
| Boston Trust Walden Corp | 5,695 | $735.8K | 0.01% | 00.0% | Unchanged |
| Insight Inv LLC | 5,715 | $738.4K | 0.80% | −415−6.8% | Reduced |
| Fisher Asset Management, LLC | 5,711 | $739.2K | 0.00% | −841−12.8% | Reduced |
| Highlander Capital Management, LLC | 5,796 | $749.0K | 0.37% | 00.0% | Unchanged |
| Burns J W & Co Inc | 5,807 | $750.0K | 0.13% | −17−0.3% | Reduced |
| Empirical Finance, LLC | 5,809 | $750.5K | 0.07% | +321+5.8% | Added |
| Huntington National Bank | 5,861 | $757.2K | 0.01% | −936−13.8% | Reduced |
| Everence Capital Management Inc | 5,900 | $762.0K | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,901 | $762.4K | 0.01% | +5,901 | New |
| Greatmark Investment Partners, Inc. | 5,905 | $762.9K | 0.14% | −50−0.8% | Reduced |
| Boltwood Capital Management | 5,911 | $763.7K | 0.29% | +103+1.8% | Added |
| Argent Trust Co | 5,921 | $765.0K | 0.05% | +106+1.8% | Added |
| NBT Bank N A | 5,984 | $773.1K | 0.11% | −123−2.0% | Reduced |
| Culbertson A N & Co Inc | 6,048 | $781.4K | 0.16% | −1,091−15.3% | Reduced |
| Banque Cantonale Vaudoise | 6,104 | $789.0K | 0.04% | +200+3.4% | Added |
| Desjardins Global Asset Management Inc. | 6,230 | $805.0K | 0.10% | −138−2.2% | Reduced |
| Umb Bank N A | 6,233 | $805.3K | 0.01% | −1,677−21.2% | Reduced |
| Cubic Asset Management, LLC | 6,265 | $809.4K | 0.23% | −225−3.5% | Reduced |
| Trust Co of Toledo NA | 6,266 | $809.6K | 0.14% | −139−2.2% | Reduced |
| Mill Capital Management, LLC | 6,298 | $813.7K | 0.08% | −463−6.8% | Reduced |
| Cary Street Partners Asset Management LLC | 6,387 | $825.2K | 0.16% | −490−7.1% | Reduced |
| Bradley Foster & Sargent Inc | 6,452 | $833.6K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,530 | $843.7K | 0.11% | −22−0.3% | Reduced |
| Washington Trust Co | 6,545 | $845.6K | 0.04% | −2,318−26.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,533 | $845.7K | 0.07% | −15−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,596 | $852.2K | 0.02% | +19+0.3% | Added |
| HM Payson & Co | 6,641 | $858.0K | 0.02% | −6−0.1% | Reduced |
| Ar Asset Management Inc | 6,700 | $866.0K | 0.23% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,724 | $868.7K | 0.03% | −103−1.5% | Reduced |
| Regions Financial Corp | 6,739 | $871.0K | 0.01% | −182−2.6% | Reduced |
| Axq Capital, LP | 6,800 | $878.6K | 0.35% | +6,800 | New |
| Natixis | 6,839 | $883.6K | 0.01% | −21,576−75.9% | Reduced |
| Bryn Mawr Trust Co | 6,850 | $885.0K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 7,080 | $914.7K | 0.01% | +644+10.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 7,108 | $918.4K | 0.39% | +177+2.6% | Added |
| CIBC World Markets Inc. | 7,119 | $920.0K | 0.00% | −56−0.8% | Reduced |
| C2C Wealth Management, LLC | 7,124 | $937.5K | 0.15% | +3,336+88.1% | Added |
| Parsec Financial Management, Inc. | 7,265 | $938.6K | 0.04% | −72−1.0% | Reduced |
| Vinva Investment Management Ltd | 7,448 | $944.1K | 0.08% | +7,448 | New |
| Pettee Investors, Inc. | 7,357 | $950.5K | 0.46% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,467 | $965.0K | 0.08% | −52−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,512 | $970.5K | 0.13% | −1,734−18.8% | Reduced |
| Quantitative Investment Management, LLC | 7,592 | $980.0K | 0.21% | +7,592 | New |
| Ostrum Asset Management | 7,621 | $984.6K | 0.09% | +7,621 | New |
| Metis Global Partners, LLC | 7,700 | $994.8K | 0.06% | +2,146+38.6% | Added |
| Centiva Capital, LP | 7,730 | $998.7K | 0.06% | +7,730 | New |
| Crawford Investment Counsel Inc | 7,832 | $1.01M | 0.02% | +1,262+19.2% | Added |
| Veriti Management LLC | 7,923 | $1.02M | 0.12% | +1,539+24.1% | Added |
| St. Louis Trust Co | 7,954 | $1.03M | 0.21% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 8,000 | $1.03M | 0.85% | +1,000+14.3% | Added |
| TD Private Client Wealth LLC | 8,073 | $1.04M | 0.05% | −1,388−14.7% | Reduced |
| CWM, LLC | 8,127 | $1.05M | 0.01% | +624+8.3% | Added |
| Snowden Capital Advisors LLC | 8,190 | $1.06M | 0.04% | +18+0.2% | Added |
| Veritable, L.P. | 8,210 | $1.06M | 0.02% | +268+3.4% | Added |
| Brinker Capital Investments, LLC | 8,245 | $1.07M | 0.01% | −978−10.6% | Reduced |
| Orion Portfolio Solutions, LLC | 8,245 | $1.07M | 0.01% | +8,245 | New |
| Rockefeller Capital Management L.P. | 8,299 | $1.07M | 0.00% | −702−7.8% | Reduced |
| PEAK6 Investments LLC | 8,296 | $1.07M | 0.07% | +4,545+121.2% | Added |
| Wealthfront Advisers LLC | 8,342 | $1.08M | 0.00% | −1,060−11.3% | Reduced |
| Assenagon Asset Management S.A. | 8,401 | $1.09M | 0.00% | +5,036+149.7% | Added |
| JustInvest LLC | 8,544 | $1.10M | 0.04% | −1,119−11.6% | Reduced |
| Prudential PLC | 8,602 | $1.11M | 0.01% | −1,130−11.6% | Reduced |
| Meridian Wealth Management, LLC | 8,614 | $1.11M | 0.10% | −88−1.0% | Reduced |
| Waterfront Wealth Inc. | 8,619 | $1.11M | 0.36% | +558+6.9% | Added |
| Roberts Glore & Co Inc | 8,648 | $1.12M | 0.37% | +50+0.6% | Added |
| Girard Partners Ltd. | 8,658 | $1.12M | 0.12% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 8,710 | $1.13M | 0.01% | −18−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,823 | $1.14M | 0.00% | +472+5.7% | Added |
| Beacon Pointe Advisors, LLC | 9,079 | $1.17M | 0.02% | +1,259+16.1% | Added |
| Keybank National Association | 9,125 | $1.18M | 0.01% | −1,316−12.6% | Reduced |
| LMCG Investments, LLC | 9,129 | $1.18M | 0.08% | +215+2.4% | Added |
| Endurant Capital Management LP | 9,283 | $1.20M | 0.62% | +9,283 | New |
| Tredje AP-fonden | 9,331 | $1.21M | 0.02% | 00.0% | Unchanged |