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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 4,907 | $634.0K | 0.07% | −292−5.6% | Reduced |
| Pflug Koory, LLC | 4,863 | $628.3K | 0.34% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,803 | $620.5K | 0.02% | −246−4.9% | Reduced |
| Gsa Capital Partners LLP | 4,799 | $620.0K | 0.06% | +4,799 | New |
| Israel Discount Bank of New York | 4,788 | $618.6K | 0.46% | −84−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 4,787 | $618.4K | 0.02% | +912+23.5% | Added |
| Kornitzer Capital Management Inc | 4,754 | $614.2K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 4,715 | $609.2K | 0.21% | +4,715 | New |
| Massmutual Trust Co FSB | 4,646 | $600.3K | 0.02% | −121−2.5% | Reduced |
| Aj Wealth Strategies, LLC | 4,641 | $599.6K | 0.03% | +10.0% | Added |
| Highline Wealth Partners LLC | 4,635 | $598.8K | 0.41% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,613 | $596.0K | 0.01% | −17,484−79.1% | Reduced |
| LaFleur & Godfrey LLC | 4,576 | $591.2K | 0.10% | −133−2.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,549 | $587.7K | 0.05% | −83−1.8% | Reduced |
| Sigma Planning Corp | 4,518 | $583.8K | 0.02% | −177−3.8% | Reduced |
| Advisor Partners II, LLC | 4,506 | $582.2K | 0.03% | +406+9.9% | Added |
| Aristotle Capital Management, LLC | 4,500 | $581.4K | 0.00% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,488 | $579.9K | 0.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 4,476 | $578.3K | 0.01% | −312−6.5% | Reduced |
| McMorgan & Co LLC | 4,474 | $578.1K | 0.12% | −146−3.2% | Reduced |
| Davenport & Co LLC | 4,457 | $575.8K | 0.00% | +978+28.1% | Added |
| Capital Insight Partners, LLC | 4,456 | $575.7K | 0.14% | +156+3.6% | Added |
| Segall Bryant & Hamill, LLC | 4,397 | $568.0K | 0.01% | +20+0.5% | Added |
| Tower Research Capital LLC (TRC) | 4,387 | $567.0K | 0.02% | +1,060+31.9% | Added |
| Central Trust Co | 4,358 | $563.1K | 0.02% | −1,822−29.5% | Reduced |
| Cim Investment Mangement Inc | 4,353 | $562.4K | 0.21% | +215+5.2% | Added |
| InTrack Investment Management Inc | 4,396 | $562.4K | 0.52% | −62−1.4% | Reduced |
| Atlas Capital Advisors LLC | 4,299 | $555.4K | 0.09% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,253 | $549.4K | 0.07% | −12−0.3% | Reduced |
| ELCO Management Co., LLC | 4,204 | $543.2K | 0.39% | −415−9.0% | Reduced |
| Sherbrooke Park Advisers LLC | 4,200 | $542.6K | 0.82% | +1,500+55.6% | Added |
| Silvercrest Asset Management Group LLC | 4,181 | $540.2K | 0.00% | −513−10.9% | Reduced |
| Duncker Streett & Co Inc | 4,170 | $538.8K | 0.13% | −100−2.3% | Reduced |
| Connectus Wealth, LLC | 4,160 | $537.5K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 4,158 | $537.2K | 0.03% | −42−1.0% | Reduced |
| Chiron Capital Management, LLC | 4,140 | $534.9K | 0.37% | −3,700−47.2% | Reduced |
| Ballentine Partners, LLC | 4,139 | $534.8K | 0.01% | +7+0.2% | Added |
| Cohen Lawrence B | 4,125 | $533.0K | 0.36% | −25−0.6% | Reduced |
| Versor Investments LP | 4,123 | $532.7K | 0.07% | +1,223+42.2% | Added |
| Buckingham Strategic Wealth, LLC | 4,139 | $527.7K | 0.01% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,076 | $526.6K | 0.13% | −50−1.2% | Reduced |
| Pointe Capital Management LLC | 4,059 | $524.4K | 0.38% | −1,596−28.2% | Reduced |
| Guyasuta Investment Advisors Inc | 4,044 | $522.5K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 4,043 | $522.4K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,039 | $522.0K | 0.02% | −184−4.4% | Reduced |
| Vontobel Holding Ltd. | 4,000 | $516.8K | 0.00% | −337−7.8% | Reduced |
| Financial Network Wealth Management LLC | 3,953 | $510.7K | 0.25% | −17−0.4% | Reduced |
| Weiss Asset Management LP | 3,900 | $503.9K | 0.04% | +3,900 | New |
| Janney Capital Management LLC | 3,861 | $499.0K | 0.04% | 00.0% | Unchanged |
| Magnetar Financial LLC | 3,846 | $496.9K | 0.01% | +3,846 | New |
| Stephens Inc | 3,829 | $494.7K | 0.01% | −2,944−43.5% | Reduced |
| Kingsview Wealth Management, LLC | 3,819 | $493.4K | 0.02% | −919−19.4% | Reduced |
| Lee Danner & Bass Inc | 3,781 | $489.0K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,768 | $486.8K | 0.18% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,736 | $483.0K | 0.00% | −849−18.5% | Reduced |
| Westhampton Capital, LLC | 3,735 | $482.5K | 0.31% | 00.0% | Unchanged |
| Estabrook Capital Management | 3,730 | $481.9K | 0.08% | −240−6.0% | Reduced |
| Community Bank, N.A. | 3,714 | $479.8K | 0.06% | +80+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 3,710 | $479.3K | 0.03% | +469+14.5% | Added |
| Avantax Advisory Services, Inc. | 3,662 | $473.1K | 0.01% | +24+0.7% | Added |
| Qtron Investments LLC | 3,654 | $472.1K | 0.10% | +3,654 | New |
| Financial Advisory Corp | 3,648 | $471.0K | 0.22% | −535−12.8% | Reduced |
| Intrust Bank NA | 3,615 | $467.1K | 0.06% | +248+7.4% | Added |
| Flputnam Investment Management Co | 3,595 | $464.5K | 0.02% | +120+3.5% | Added |
| Cambridge Trust Co | 3,540 | $457.4K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,534 | $456.6K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,524 | $455.3K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 3,500 | $452.2K | 0.02% | −465−11.7% | Reduced |
| Neville Rodie & Shaw Inc | 3,500 | $452.0K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,479 | $449.5K | 0.02% | +2,834+439.4% | Added |
| Schechter Investment Advisors, LLC | 3,454 | $446.4K | 0.04% | +81+2.4% | Added |
| Community Bank & Trust, Waco, Texas | 3,408 | $440.0K | 0.14% | −84−2.4% | Reduced |
| Meridian Investment Counsel Inc. | 3,398 | $439.0K | 0.17% | −200−5.6% | Reduced |
| North Star Asset Management Inc | 3,369 | $435.3K | 0.03% | −100−2.9% | Reduced |
| Resonant Capital Advisors, LLC | 3,358 | $434.7K | 0.05% | +58+1.8% | Added |
| Diligent Investors, LLC | 3,355 | $433.5K | 0.13% | +54+1.6% | Added |
| Independent Advisor Alliance | 3,350 | $432.8K | 0.02% | +3,350 | New |
| Evercore Wealth Management, LLC | 3,342 | $431.8K | 0.01% | −17−0.5% | Reduced |
| Citadel Advisors LLC | 3,324 | $429.5K | 0.00% | −2,328,300−99.9% | Reduced |
| Park Edge Advisors, LLC | 3,271 | $422.6K | 0.16% | −142−4.2% | Reduced |
| Altfest L J & Co Inc | 3,235 | $418.0K | 0.07% | +10+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 3,234 | $417.8K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 3,215 | $415.4K | 0.00% | −43−1.3% | Reduced |
| National Asset Management, Inc. | 3,178 | $411.4K | 0.01% | −365−10.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,170 | $410.0K | 0.01% | +779+32.6% | Added |
| Profund Advisors LLC | 3,157 | $407.9K | 0.03% | −455−12.6% | Reduced |
| First National Bank & Trust Co of Newtown | 3,147 | $406.6K | 0.09% | −185−5.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,126 | $404.0K | 0.00% | +616+24.5% | Added |
| Berkshire Bank | 3,090 | $399.2K | 0.12% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,085 | $398.6K | 0.07% | +205+7.1% | Added |
| Sawtooth Solutions, LLC | 3,066 | $396.1K | 0.01% | +3,066 | New |
| Sutton Wealth Advisors Inc. | 3,064 | $395.9K | 0.21% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 3,055 | $394.7K | 0.01% | +345+12.7% | Added |
| David Loasby | 3,052 | $394.3K | 0.05% | +230+8.2% | Added |
| Benjamin Edwards Inc | 3,045 | $393.0K | 0.10% | +109+3.7% | Added |
| Meixler Investment Management, Ltd. | 3,037 | $392.4K | 0.38% | −155−4.9% | Reduced |
| Ieq Capital, LLC | 3,030 | $391.4K | 0.01% | +3,030 | New |
| Nicolet Bankshares Inc | 6,605 | $391.3K | 0.13% | −268−3.9% | Reduced |
| MAI Capital Management | 3,027 | $391.0K | 0.01% | −164−5.1% | Reduced |
| Acrisure Capital Management, LLC | 2,974 | $384.2K | 0.39% | +2,974 | New |