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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 663 | $96.5K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 695 | $101.0K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $101.9K | 0.06% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 700 | $102.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 705 | $102.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 707 | $103.0K | 0.03% | −12−1.7% | Reduced |
| AXS Investments LLC | 711 | $103.5K | 0.03% | −22−3.0% | Reduced |
| Capstone Investment Advisors, LLC | 736 | $107.2K | 0.00% | +633+614.6% | Added |
| C M Bidwell & Associates Ltd | 743 | $108.2K | 0.08% | +743 | New |
| M&R Capital Management Inc | 747 | $108.8K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 750 | $109.2K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 755 | $109.9K | 0.01% | −40−5.0% | Reduced |
| Manchester Capital Management LLC | 759 | $110.5K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 761 | $110.8K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 778 | $113.3K | 0.00% | +778 | New |
| Boit C F David | 800 | $116.5K | 0.08% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 800 | $116.5K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 816 | $118.8K | 0.02% | +106+14.9% | Added |
| EverSource Wealth Advisors, LLC | 823 | $119.8K | 0.01% | −63−7.1% | Reduced |
| Quadrant Capital Group LLC | 871 | $126.8K | 0.01% | +2+0.2% | Added |
| GHP Investment Advisors, Inc. | 1,031 | $127.8K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 903 | $131.5K | 0.01% | −624−40.9% | Reduced |
| TCTC Holdings, LLC | 934 | $136.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 975 | $142.0K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 980 | $142.7K | 0.01% | −49−4.8% | Reduced |
| IFP Advisors, Inc | 2,294 | $145.8K | 0.01% | +26+1.1% | Added |
| Harbor Investment Advisory, LLC | 1,005 | $146.3K | 0.02% | +6+0.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $152.4K | 0.01% | +1,047 | New |
| Federation des caisses Desjardins du Quebec | 1,069 | $155.6K | 0.00% | −517−32.6% | Reduced |
| Private Trust Co NA | 1,105 | $160.9K | 0.02% | +83+8.1% | Added |
| Portland Hill Asset Management Ltd | 1,173 | $170.0K | 0.40% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,191 | $173.4K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,217 | $177.2K | 0.03% | +928+321.1% | Added |
| Covestor Ltd | 1,224 | $179.0K | 0.14% | −145−10.6% | Reduced |
| USA Financial Portformulas Corp | 1,241 | $180.7K | 0.28% | +1,241 | New |
| Lindbrook Capital, LLC | 1,260 | $183.5K | 0.02% | +7+0.6% | Added |
| First Horizon Advisors, Inc. | 1,288 | $187.5K | 0.01% | +626+94.6% | Added |
| Spire Wealth Management | 1,323 | $192.6K | 0.01% | +194+17.2% | Added |
| Tobam | 1,348 | $196.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,377 | $200.0K | 0.08% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,372 | $200.0K | 0.03% | +1,372 | New |
| One Wealth Advisors, LLC | 1,375 | $200.2K | 0.04% | +1,375 | New |
| Mogy Joel R Investment Counsel Inc | 1,380 | $200.9K | 0.02% | +1,380 | New |
| Level Four Advisory Services, LLC | 1,385 | $201.7K | 0.01% | +1,385 | New |
| Baron Wealth Management LLC | 1,392 | $202.7K | 0.13% | +1,392 | New |
| Insight 2811, Inc. | 1,421 | $206.9K | 0.11% | +1,421 | New |
| Conning Inc. | 1,422 | $207.0K | 0.01% | +1,422 | New |
| ERTS Wealth Advisors, LLC | 1,428 | $207.9K | 0.05% | +1,428 | New |
| Hengehold Capital Management LLC | 1,436 | $209.1K | 0.03% | +1,436 | New |
| Cary Street Partner Investment Advisory LLC | 1,439 | $209.5K | 0.01% | −115−7.4% | Reduced |
| Ironwood Investment Counsel, LLC | 1,443 | $210.2K | 0.05% | +1,443 | New |
| Cross Staff Investments Inc | 1,450 | $211.1K | 0.19% | +1,450 | New |
| Sentry LLC | 1,456 | $212.0K | 0.05% | +1,456 | New |
| Pictet North America Advisors SA | 1,477 | $215.1K | 0.03% | −782−34.6% | Reduced |
| Insight Inv LLC | 1,485 | $216.2K | 0.22% | −4,230−74.0% | Reduced |
| Naples Global Advisors, LLC | 1,486 | $216.7K | 0.03% | +1,486 | New |
| Seed Wealth Management, Inc. | 1,490 | $216.9K | 0.23% | +1,490 | New |
| Empowered Funds, LLC | 1,491 | $217.1K | 0.01% | +1,491 | New |
| EA Series Trust | 1,491 | $217.1K | 0.01% | +1,491 | New |
| Stanley-Laman Group, Ltd. | 1,495 | $217.7K | 0.04% | +1,495 | New |
| Donaldson Capital Management, LLC | 1,508 | $219.6K | 0.01% | +1,508 | New |
| FDx Advisors, Inc. | 1,518 | $221.0K | 0.01% | −339−18.3% | Reduced |
| Intrepid Financial Planning Group LLC | 1,522 | $221.7K | 0.11% | +1,522 | New |
| First Command Bank | 1,535 | $223.5K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,535 | $223.5K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,543 | $224.6K | 0.01% | +1,543 | New |
| Aries Wealth Management | 1,545 | $225.0K | 0.09% | +1,545 | New |
| PFS Investments Inc. | 1,543 | $225.0K | 0.00% | +1,543 | New |
| Forum Financial Management, LP | 1,547 | $225.2K | 0.01% | +1,547 | New |
| Carnegie Capital Asset Management, LLC | 1,546 | $225.2K | 0.01% | −200−11.5% | Reduced |
| Lincoln National Corp | 1,558 | $226.8K | 0.00% | −21−1.3% | Reduced |
| Fort, L.P. | 1,563 | $227.6K | 0.60% | +1,563 | New |
| VeraBank, N.A. | 1,564 | $227.7K | 0.09% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,567 | $228.5K | 0.07% | +1,567 | New |
| Rice Partnership, LLC | 1,575 | $229.3K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,583 | $230.5K | 0.01% | +85+5.7% | Added |
| Graham Capital Management, L.P. | 1,586 | $230.9K | 0.01% | +1,586 | New |
| Essex Financial Services, Inc. | 1,587 | $231.0K | 0.03% | −863−35.2% | Reduced |
| Evermay Wealth Management LLC | 1,588 | $231.6K | 0.04% | −100−5.9% | Reduced |
| Perigon Wealth Management, LLC | 1,592 | $231.9K | 0.01% | +1,592 | New |
| IHT Wealth Management, LLC | 1,594 | $232.0K | 0.01% | +1,594 | New |
| Cape Cod Five Cents Savings Bank | 1,595 | $232.2K | 0.02% | −70−4.2% | Reduced |
| ASB Consultores, LLC | 1,617 | $235.4K | 0.11% | −25−1.5% | Reduced |
| BancorpSouth Bank | 1,620 | $235.9K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,622 | $236.2K | 0.01% | +1,622 | New |
| Tanglewood Legacy Advisors, LLC | 1,631 | $237.5K | 0.14% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,638 | $238.5K | 0.00% | −39,826−96.0% | Reduced |
| Sym Financial Corp | 1,639 | $238.6K | 0.05% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,639 | $239.0K | 0.01% | +1,639 | New |
| Marcum Wealth, LLC | 1,659 | $241.6K | 0.03% | +1,659 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,665 | $242.0K | 0.03% | 00.0% | Unchanged |
| Burney Co | 1,674 | $243.7K | 0.01% | −20−1.2% | Reduced |
| L & S Advisors Inc | – | $245.7K | 0.03% | – | – |
| PFG Advisors | 1,689 | $246.0K | 0.02% | +1,689 | New |
| Harbor Advisory Corp | 1,729 | $251.7K | 0.09% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,730 | $251.9K | 0.10% | −300−14.8% | Reduced |
| Chiron Capital Management, LLC | 1,740 | $253.3K | 0.20% | −2,400−58.0% | Reduced |
| Siemens Fonds Invest GmbH | 1,761 | $255.1K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,761 | $256.4K | 0.19% | +1,761 | New |
| Wedmont Private Capital | 1,812 | $258.0K | 0.03% | −7−0.4% | Reduced |