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; 912 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, Q2 2023
Institutional positions in Zimmer Biomet Holdings, Inc. as of Jun 30, 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
- 1,034
- +41 vs. Q1 2023
- Shares held
- 185.6M
- +917.5K (+0.5%) vs. Q1 2023
- Total value
- $26.9B
- +$3.07B (+12.9%) vs. Q1 2023
- New holders
- 113
- 357 more added
- Sold out
- 72
- 327 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 912 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 118 | $18.0K | 0.00% | +62+110.7% | Added |
| Bogart Wealth, LLC | 133 | $19.3K | 0.00% | +120+923.1% | Added |
| Legacy Bridge, LLC | 135 | $19.7K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 136 | $19.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 137 | $20.0K | 0.00% | +4+3.0% | Added |
| Raleigh Capital Management Inc. | 138 | $20.1K | 0.01% | +95+220.9% | Added |
| Abound Wealth Management | 138 | $20.1K | 0.01% | +109+375.9% | Added |
| Addison Advisors LLC | 140 | $20.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 141 | $20.5K | 0.00% | +2+1.4% | Added |
| Key Financial Inc | 143 | $20.8K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 146 | $21.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 148 | $22.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 156 | $22.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 160 | $23.3K | 0.00% | −130−44.8% | Reduced |
| Old Second National Bank of Aurora | 160 | $23.3K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 160 | $23.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $24.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $24.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 166 | $24.0K | 0.00% | +43+35.0% | Added |
| JFS Wealth Advisors, LLC | 165 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 165 | $24.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 173 | $25.2K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 176 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 180 | $26.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 181 | $26.4K | 0.01% | +41+29.3% | Added |
| Gradient Investments LLC | 185 | $26.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 185 | $27.0K | 0.00% | +58+45.7% | Added |
| Tower View Investment Management & Research LLC | 191 | $28.0K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 190 | $28.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 190 | $28.0K | 0.02% | +178+1,483.3% | Added |
| Creative Capital Management Investments LLC | 198 | $28.8K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $29.1K | 0.01% | −131−39.6% | Reduced |
| Crewe Advisors LLC | 200 | $29.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $29.1K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 200 | $29.1K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 215 | $31.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 215 | $31.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 215 | $31.3K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 217 | $31.6K | 0.01% | +217 | New |
| HHM Wealth Advisors, LLC | 219 | $31.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 253 | $32.3K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $32.6K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $33.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 238 | $34.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 245 | $35.7K | 0.01% | −50−16.9% | Reduced |
| Proequities, Inc. | 255 | $37.2K | 0.00% | +195+325.0% | Added |
| WealthPLAN Partners, LLC | 270 | $39.3K | 0.01% | +270 | New |
| Ronald Blue Trust, Inc. | 311 | $40.0K | 0.00% | −280−47.4% | Reduced |
| Clear Street Markets LLC | 272 | $40.0K | 0.02% | −139−33.8% | Reduced |
| Asset Dedication, LLC | 290 | $43.0K | 0.00% | +40+16.0% | Added |
| Investment Research & Advisory Group, Inc. | 300 | $43.7K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $44.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 310 | $45.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 314 | $45.0K | 0.01% | +8+2.6% | Added |
| Oakworth Capital, Inc. | 317 | $46.2K | 0.00% | −1−0.3% | Reduced |
| Piscataqua Savings Bank | 317 | $46.2K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 330 | $48.0K | 0.01% | +200+153.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 331 | $48.2K | 0.00% | −68−17.0% | Reduced |
| AdvisorNet Financial, Inc | 332 | $48.3K | 0.00% | +8+2.5% | Added |
| Kistler-Tiffany Companies, LLC | 337 | $49.1K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 338 | $49.2K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 342 | $49.8K | 0.00% | −177−34.1% | Reduced |
| Sound Income Strategies, LLC | 347 | $50.5K | 0.01% | +21+6.4% | Added |
| Ancora Advisors, LLC | 349 | $50.8K | 0.00% | −8−2.2% | Reduced |
| Farther Finance Advisors, LLC | 351 | $51.1K | 0.01% | +141+67.1% | Added |
| Union Savings Bank | 375 | $51.8K | 0.03% | +375 | New |
| Jackson, Grant Investment Advisers, Inc. | 368 | $53.5K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 372 | $54.2K | 0.02% | −7−1.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 374 | $54.5K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 394 | $57.0K | 0.02% | +14+3.7% | Added |
| TD Waterhouse Canada Inc. | 346 | $57.1K | 0.00% | +39+12.7% | Added |
| Glen Eagle Advisors, LLC | 397 | $57.8K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 400 | $58.2K | 0.03% | −1,126−73.8% | Reduced |
| City Holding Co | 403 | $58.7K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 425 | $62.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 430 | $62.6K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 430 | $62.6K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 435 | $63.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 445 | $64.8K | 0.01% | −8−1.8% | Reduced |
| Quent Capital, LLC | 459 | $66.8K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 471 | $68.6K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $69.1K | 0.03% | −21−4.0% | Reduced |
| Rosenberg Matthew Hamilton | 480 | $69.9K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $73.8K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 527 | $76.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 550 | $80.1K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 620 | $80.1K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 610 | $80.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 574 | $83.5K | 0.00% | +158+38.0% | Added |
| Webster Bank, N. A. | 577 | $84.0K | 0.01% | −760−56.8% | Reduced |
| North Star Investment Management Corp. | 583 | $84.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 586 | $86.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 594 | $86.5K | 0.05% | −80−11.9% | Reduced |
| Creative Financial Designs Inc | 620 | $90.3K | 0.01% | +1+0.2% | Added |
| Delta Asset Management LLC | 640 | $93.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 654 | $95.2K | 0.02% | +15+2.3% | Added |
| Harbour Investments, Inc. | 657 | $95.7K | 0.00% | +11+1.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 659 | $96.0K | 0.00% | +10+1.5% | Added |