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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 2,970 | $384.0K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 2,971 | $383.9K | 0.11% | −330−10.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,970 | $383.7K | 0.01% | +547+22.6% | Added |
| King Luther Capital Management Corp | 2,923 | $377.7K | 0.00% | −162−5.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,918 | $377.0K | 0.07% | +2,918 | New |
| Hourglass Capital, LLC | 2,900 | $374.7K | 0.14% | 00.0% | Unchanged |
| Bokf, NA | 2,882 | $372.4K | 0.01% | −3,913−57.6% | Reduced |
| Horizon Investments, LLC | 2,860 | $369.5K | 0.01% | +459+19.1% | Added |
| Canandaigua National Bank & Trust Co | 2,827 | $365.0K | 0.06% | +2,827 | New |
| Machina Capital S.A.S. | 2,824 | $364.9K | 0.32% | +1,024+56.9% | Added |
| Whittier Trust Co of Nevada Inc | 2,823 | $364.7K | 0.01% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,780 | $360.0K | 0.03% | +129+4.9% | Added |
| Lakewood Asset Management LLC | 2,784 | $359.6K | 0.30% | +2+0.1% | Added |
| Ironwood Financial, llc | 2,777 | $358.8K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,762 | $357.0K | 0.02% | +189+7.3% | Added |
| Old National Bancorp | 2,755 | $355.9K | 0.01% | −380−12.1% | Reduced |
| Global Retirement Partners, LLC | 2,510 | $350.4K | 0.02% | +213+9.3% | Added |
| Wahed Invest LLC | 2,694 | $348.1K | 0.15% | −10−0.4% | Reduced |
| Chatham Capital Group, Inc. | 2,683 | $346.6K | 0.08% | −600−18.3% | Reduced |
| Apollon Wealth Management, LLC | 2,668 | $344.7K | 0.02% | +112+4.4% | Added |
| Aberdeen Wealth Management LLC | 2,639 | $341.0K | 0.25% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,635 | $340.4K | 0.03% | −441−14.3% | Reduced |
| Summit Global Investments | 2,617 | $338.0K | 0.03% | +303+13.1% | Added |
| Marble Harbor Investment Counsel, LLC | 2,612 | $337.5K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,592 | $334.9K | 0.02% | −136−5.0% | Reduced |
| HB Wealth Management, LLC | 2,564 | $331.2K | 0.01% | +193+8.1% | Added |
| Wealth Alliance | 2,561 | $330.8K | 0.05% | −31−1.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,544 | $328.7K | 0.07% | +233+10.1% | Added |
| National Wealth Management Group, LLC | 2,397 | $327.8K | 0.37% | +2,397 | New |
| Ameritas Investment Partners, Inc. | 2,533 | $327.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| First Eagle Investment Management, LLC | 2,527 | $326.5K | 0.00% | +2,340+1,251.3% | Added |
| Financial Advocates Investment Management | 2,526 | $326.4K | 0.02% | +325+14.8% | Added |
| NatWest Group plc | 2,525 | $326.2K | 0.18% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,522 | $325.8K | 0.04% | +7+0.3% | Added |
| United Bank | 2,516 | $325.1K | 0.04% | 00.0% | Unchanged |
| 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 |
| Basepoint Wealth LLC | 2,492 | $322.0K | 0.27% | −28−1.1% | Reduced |
| Shelton Wealth Management, LLC | 2,492 | $322.0K | 0.26% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,476 | $319.8K | 0.24% | +5+0.2% | Added |
| Essex Financial Services, Inc. | 2,450 | $316.6K | 0.03% | +2,450 | New |
| Trust Asset Management LLC | 2,417 | $312.3K | 0.04% | +64+2.7% | Added |
| Riverwater Partners LLC | 2,416 | $312.1K | 0.29% | −146−5.7% | Reduced |
| WealthShield Partners, LLC | 2,399 | $310.6K | 0.05% | +2,399 | New |
| Ci Investments Inc. | 2,392 | $309.0K | 0.00% | +1,505+169.7% | Added |
| Stokes Family Office, LLC | 2,391 | $308.9K | 0.04% | +19+0.8% | Added |
| Sompo Asset Management Co., Ltd. | 2,380 | $307.5K | 0.06% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,370 | $306.2K | 0.00% | +13+0.6% | Added |
| Kanawha Capital Management LLC | 2,364 | $305.4K | 0.03% | −197−7.7% | Reduced |
| Coldstream Capital Management Inc | 2,356 | $304.4K | 0.01% | +25+1.1% | Added |
| Fox Run Management, L.L.C. | 2,349 | $303.5K | 0.10% | −3,973−62.8% | Reduced |
| Radnor Capital Management, LLC | 2,341 | $302.0K | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,334 | $301.5K | 0.01% | +214+10.1% | Added |
| Rossmore Private Capital | 2,310 | $298.5K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,295 | $296.5K | 0.01% | +616+36.7% | Added |
| Vestmark Advisory Solutions, Inc. | 2,285 | $295.3K | 0.01% | −203−8.2% | 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 |
| White Pine Capital LLC | 2,275 | $293.9K | 0.11% | −50−2.2% | Reduced |
| Sit Investment Associates Inc | 2,267 | $293.0K | 0.01% | −250−9.9% | Reduced |
| Pictet North America Advisors SA | 2,259 | $291.9K | 0.05% | −2,634−53.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,235 | $289.0K | 0.01% | −100−4.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,217 | $286.4K | 0.01% | −10−0.4% | Reduced |
| Journey Advisory Group, LLC | 2,213 | $285.9K | 0.05% | +193+9.6% | 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 |
| Meeder Advisory Services, Inc. | 2,174 | $280.9K | 0.03% | +98+4.7% | Added |
| Legacy Capital Group California, Inc. | 2,164 | $279.6K | 0.14% | +2,164 | New |
| GPS Wealth Strategies Group, LLC | 2,156 | $278.6K | 0.06% | +2,156 | New |
| Welch Group, LLC | 2,146 | $277.3K | 0.02% | +2+0.1% | Added |
| 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 |
| ICA Group Wealth Management, LLC | 2,139 | $276.4K | 0.07% | −200−8.6% | Reduced |
| Physicians Financial Services, Inc. | 2,129 | $275.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| Absolute Capital Management, LLC | 2,114 | $273.1K | 0.24% | +2,114 | New |
| Horan Capital Advisors, LLC. | 2,083 | $269.1K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,081 | $268.8K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,050 | $264.9K | 0.14% | −140−6.4% | Reduced |
| Trust Co of Vermont | 2,047 | $264.5K | 0.02% | −17−0.8% | Reduced |
| 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 |
| Nikulski Financial, Inc. | 2,030 | $262.3K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,011 | $259.8K | 0.19% | −23−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $258.4K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,997 | $258.2K | 0.01% | −611−23.4% | Reduced |
| Integrated Wealth Concepts LLC | 1,987 | $257.0K | 0.01% | +1,987 | New |
| Farmers & Merchants Investments Inc | 1,985 | $256.5K | 0.01% | +50+2.6% | Added |
| Brown Brothers Harriman & Co | 1,983 | $256.2K | 0.00% | +44+2.3% | 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 |
| Sittner & Nelson, LLC | 1,981 | $255.9K | 0.15% | +1+0.1% | Added |
| Moody National Bank Trust Division | 1,974 | $255.0K | 0.02% | +22+1.1% | Added |
| Jones Financial Companies LLLP | 1,944 | $251.2K | 0.00% | +110+6.0% | Added |
| Peoples Financial Services Corp. | 1,940 | $250.6K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,934 | $250.0K | 0.02% | −12−0.6% | Reduced |
| WealthPlan Investment Management, LLC | 1,920 | $248.1K | 0.04% | −270−12.3% | Reduced |