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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 550 | $71.1K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 527 | $68.1K | 0.00% | −40−7.1% | Reduced |
| Adirondack Trust Co | 521 | $67.3K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $67.1K | 0.01% | −316−37.8% | Reduced |
| Clean Yield Group | 507 | $65.5K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 480 | $62.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 478 | $61.8K | 0.01% | +6+1.3% | Added |
| JNBA Financial Advisors | 471 | $60.9K | 0.01% | +53+12.7% | Added |
| Quent Capital, LLC | 459 | $59.2K | 0.01% | +1+0.2% | Added |
| Armstrong Advisory Group, Inc | 453 | $58.6K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 435 | $56.2K | 0.01% | +435 | New |
| TSFG, LLC | 435 | $56.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 430 | $55.6K | 0.00% | −3,000−87.5% | Reduced |
| Tompkins Financial Corp | 430 | $55.6K | 0.01% | −245−36.3% | Reduced |
| Old North State Trust, LLC | 424 | $55.0K | 0.04% | −32−7.0% | Reduced |
| Foster Dykema Cabot & Co Inc | 425 | $55.0K | 0.01% | +425 | New |
| Allworth Financial LP | 416 | $53.8K | 0.00% | +13+3.2% | Added |
| Clear Street Markets LLC | 411 | $53.0K | 0.01% | +199+93.9% | Added |
| City Holding Co | 403 | $52.1K | 0.01% | +403 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 399 | $51.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 397 | $51.3K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 382 | $49.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 380 | $49.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 379 | $49.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 374 | $48.3K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 368 | $47.5K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 307 | $46.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 357 | $46.1K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 354 | $45.7K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 338 | $43.7K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 337 | $43.6K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 331 | $42.8K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 326 | $42.1K | 0.00% | −2−0.6% | Reduced |
| AdvisorNet Financial, Inc | 324 | $41.9K | 0.00% | +3+0.9% | Added |
| Oakworth Capital, Inc. | 318 | $41.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 317 | $41.0K | 0.03% | +70+28.3% | Added |
| CKW Financial Group | 310 | $40.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $39.0K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 306 | $39.0K | 0.01% | +6+2.0% | Added |
| Investment Research & Advisory Group, Inc. | 300 | $38.8K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 295 | $38.1K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 290 | $37.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 289 | $37.3K | 0.01% | +13+4.7% | Added |
| State of Wyoming | 286 | $37.0K | 0.01% | +23+8.7% | Added |
| Dark Forest Capital Management LP | 274 | $35.4K | 0.01% | +274 | New |
| US Asset Management LLC | 256 | $33.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 251 | $32.4K | 0.02% | +176+234.7% | Added |
| FinTrust Capital Advisors, LLC | 253 | $32.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 238 | $30.8K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $28.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $28.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 215 | $27.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 215 | $27.8K | 0.01% | −3−1.4% | Reduced |
| New England Capital Financial Advisors LLC | 215 | $27.7K | 0.02% | +1+0.5% | Added |
| Farther Finance Advisors, LLC | 210 | $27.1K | 0.01% | +29+16.0% | Added |
| Crewe Advisors LLC | 200 | $25.8K | 0.00% | −24−10.7% | Reduced |
| Stephens Consulting, LLC | 200 | $25.8K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 198 | $25.6K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 191 | $25.0K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 190 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 195 | $25.0K | 0.00% | +195 | New |
| Gradient Investments LLC | 185 | $23.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 180 | $23.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 176 | $22.8K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 173 | $22.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 165 | $21.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 165 | $21.3K | 0.00% | +1+0.6% | Added |
| Kalos Management, Inc. | 164 | $21.2K | 0.04% | +164 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $21.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 160 | $20.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 160 | $20.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 148 | $20.0K | 0.00% | −23−13.5% | Reduced |
| Coston, McIsaac & Partners | 156 | $20.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 146 | $18.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $18.5K | 0.01% | +35+32.4% | Added |
| Addison Advisors LLC | 140 | $18.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 140 | $18.1K | 0.01% | +140 | New |
| MV Capital Management, Inc. | 139 | $18.0K | 0.00% | +8+6.1% | Added |
| Institutional & Family Asset Management, LLC | 136 | $17.6K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 135 | $17.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 133 | $17.2K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 130 | $16.8K | 0.00% | +100+333.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $16.5K | 0.00% | −73−36.5% | Reduced |
| Pathway Financial Advisers, LLC | 125 | $16.2K | 0.01% | −42−25.1% | Reduced |
| AlphaMark Advisors, LLC | 125 | $16.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $15.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 120 | $15.5K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 120 | $15.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 123 | $15.0K | 0.00% | +108+720.0% | Added |
| Bell Investment Advisors, Inc | 114 | $14.7K | 0.00% | +22+23.9% | Added |
| Mendota Financial Group, LLC | 115 | $14.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 113 | $14.6K | 0.00% | +113 | New |
| Center for Financial Planning, Inc. | 110 | $14.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 109 | $14.1K | 0.00% | −29−21.0% | Reduced |
| Cyrus J. Lawrence, LLC | 109 | $14.0K | 0.00% | −40−26.8% | Reduced |
| Baystate Wealth Management LLC | 107 | $13.9K | 0.00% | +4+3.9% | Added |