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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 1,788 | $260.3K | 0.01% | +52+3.0% | Added |
| Clarius Group, LLC | 1,808 | $263.2K | 0.02% | +19+1.1% | Added |
| Cable Hill Partners, LLC | 1,809 | $263.8K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,823 | $265.4K | 0.08% | −97−5.1% | Reduced |
| Aspiriant, LLC | 1,827 | $266.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,828 | $266.3K | 0.02% | −106−5.5% | Reduced |
| HBK Sorce Advisory LLC | 1,831 | $266.6K | 0.01% | +82+4.7% | Added |
| United Bank | 1,838 | $267.6K | 0.03% | −678−26.9% | Reduced |
| Cypress Capital Group | 1,838 | $267.6K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,852 | $269.6K | 0.01% | −1,178−38.9% | Reduced |
| CoreFirst Bank & Trust | 1,861 | $271.0K | 0.19% | −150−7.5% | Reduced |
| Journey Advisory Group, LLC | 1,888 | $274.9K | 0.04% | −325−14.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,888 | $274.9K | 0.01% | +38+2.1% | Added |
| Independent Financial Group, LLC | 1,889 | $275.0K | 0.02% | +271+16.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,892 | $275.5K | 0.00% | −403−17.6% | Reduced |
| Certified Advisory Corp | 1,895 | $275.9K | 0.05% | +25+1.3% | Added |
| Armstrong Shaw Associates Inc | 1,900 | $276.6K | 0.28% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,923 | $280.0K | 0.00% | +375+24.2% | Added |
| Peoples Financial Services Corp. | 1,940 | $282.5K | 0.13% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,941 | $282.6K | 0.16% | +1,941 | New |
| First National Bank | 1,945 | $283.2K | 0.23% | −175−8.3% | Reduced |
| Hunter Associates Investment Management LLC | 1,973 | $287.0K | 0.06% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,973 | $287.1K | 0.03% | −24−1.2% | Reduced |
| Moody National Bank Trust Division | 1,974 | $287.4K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,982 | $288.6K | 0.16% | +1+0.1% | Added |
| Beaton Management Co. Inc. | 1,989 | $290.0K | 0.18% | +9+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $291.2K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 2,016 | $293.5K | 0.02% | +2,016 | New |
| State of Wyoming | 2,032 | $295.9K | 0.09% | +1,746+610.5% | Added |
| Cetera Advisors LLC | 2,042 | $297.3K | 0.00% | +335+19.6% | Added |
| Trust Co of Vermont | 2,047 | $298.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,050 | $298.5K | 0.15% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,056 | $299.4K | 0.02% | −25−1.2% | Reduced |
| Jones Financial Companies LLLP | 2,057 | $299.5K | 0.00% | +113+5.8% | Added |
| Farmers & Merchants Investments Inc | 2,060 | $299.9K | 0.01% | +75+3.8% | Added |
| Brown Brothers Harriman & Co | 2,063 | $300.4K | 0.00% | +80+4.0% | Added |
| First County Bank | 2,070 | $301.4K | 0.15% | −75−3.5% | Reduced |
| Horan Capital Advisors, LLC. | 2,083 | $303.3K | 0.12% | 00.0% | Unchanged |
| Colonial Trust Co | 2,088 | $304.0K | 0.07% | +442+26.9% | Added |
| Whitener Capital Management, Inc. | 2,105 | $306.5K | 0.12% | −40−1.9% | Reduced |
| Welch Group, LLC | 2,114 | $307.8K | 0.02% | −32−1.5% | Reduced |
| Greylin Investment Mangement Inc | 2,120 | $308.7K | 0.06% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,129 | $310.0K | 0.12% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,147 | $312.6K | 0.04% | +2,147 | New |
| GPS Wealth Strategies Group, LLC | 2,156 | $313.9K | 0.06% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,166 | $315.4K | 0.03% | +2,166 | New |
| Meeder Advisory Services, Inc. | 2,170 | $316.0K | 0.03% | −4−0.2% | Reduced |
| City State Bank | 2,172 | $316.0K | 0.17% | −100−4.4% | Reduced |
| Montecito Bank & Trust | 2,172 | $316.2K | 0.07% | +132+6.5% | Added |
| White Pine Capital LLC | 2,175 | $316.7K | 0.12% | −100−4.4% | Reduced |
| Allegheny Financial Group LTD | 2,196 | $319.7K | 0.15% | +10.0% | Added |
| Am Investment Strategies LLC | 2,198 | $320.0K | 0.10% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 2,231 | $324.8K | 0.03% | −133−5.6% | Reduced |
| Legacy Capital Group California, Inc. | 2,241 | $326.3K | 0.13% | +77+3.6% | Added |
| Basepoint Wealth LLC | 2,247 | $327.2K | 0.27% | −245−9.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,248 | $327.3K | 0.01% | +31+1.4% | Added |
| Signaturefd, LLC | 2,257 | $328.6K | 0.01% | +501+28.5% | Added |
| Rossmore Private Capital | 2,310 | $336.3K | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,323 | $338.2K | 0.00% | −600−20.5% | Reduced |
| Gateway Investment Advisers LLC | 2,327 | $338.8K | 0.00% | −43−1.8% | Reduced |
| Bokf, NA | 2,333 | $339.7K | 0.01% | −549−19.0% | Reduced |
| Wellington Management Group LLP | 2,333 | $339.7K | 0.00% | +2,333 | New |
| Radnor Capital Management, LLC | 2,341 | $341.0K | 0.15% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,664 | $342.0K | 0.02% | +2,664 | New |
| WealthShield Partners, LLC | 2,355 | $343.4K | 0.05% | −44−1.8% | Reduced |
| Capital Asset Advisory Services LLC | 2,417 | $344.1K | 0.02% | −218−8.3% | Reduced |
| Coldstream Capital Management Inc | 2,369 | $344.9K | 0.01% | +13+0.6% | Added |
| Sompo Asset Management Co., Ltd. | 2,380 | $346.5K | 0.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,399 | $349.2K | 0.01% | +65+2.8% | Added |
| Stokes Family Office, LLC | 2,399 | $349.3K | 0.04% | +8+0.3% | Added |
| Trust Asset Management LLC | 2,417 | $351.9K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,480 | $361.1K | 0.28% | +4+0.2% | Added |
| Shelton Wealth Management, LLC | 2,492 | $362.8K | 0.28% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,496 | $363.4K | 0.32% | +80+3.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $364.0K | 0.13% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,514 | $366.0K | 0.02% | −154−5.8% | Reduced |
| Global Retirement Partners, LLC | 2,519 | $366.8K | 0.02% | +9+0.4% | Added |
| Verdence Capital Advisors LLC | 2,522 | $367.2K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,528 | $368.0K | 0.03% | +2+0.1% | Added |
| Ameritas Investment Partners, Inc. | 2,533 | $368.8K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,531 | $369.0K | 0.07% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,534 | $369.0K | 0.05% | +3+0.1% | Added |
| Westhampton Capital, LLC | 2,545 | $370.5K | 0.24% | −1,190−31.9% | Reduced |
| Qsemble Capital Management, LP | 2,600 | $378.6K | 0.27% | +2,600 | New |
| iA Global Asset Management Inc. | 2,603 | $379.0K | 0.01% | +2,603 | New |
| Dana Investment Advisors, Inc. | 2,606 | $379.4K | 0.02% | −1,552−37.3% | Reduced |
| SevenBridge Financial Group, LLC | 2,609 | $379.9K | 0.10% | −362−12.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,612 | $380.3K | 0.05% | 00.0% | Unchanged |
| Summit Global Investments | 2,619 | $381.0K | 0.03% | +2+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,625 | $382.2K | 0.17% | +1,700+183.8% | Added |
| Engineers Gate Manager LP | 2,627 | $382.5K | 0.01% | −2,417−47.9% | Reduced |
| Moors & Cabot, Inc. | 2,627 | $382.5K | 0.03% | +35+1.4% | Added |
| Knights of Columbus Asset Advisors LLC | 2,632 | $383.2K | 0.03% | +2,197+505.1% | Added |
| Stephens Inc | 2,654 | $386.4K | 0.01% | −1,175−30.7% | Reduced |
| Aberdeen Wealth Management LLC | 2,659 | $387.1K | 0.28% | +20+0.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,670 | $388.8K | 0.14% | −1,098−29.1% | Reduced |
| Chatham Capital Group, Inc. | 2,683 | $390.6K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 2,691 | $391.8K | 0.06% | +130+5.1% | Added |
| Boston Family Office LLC | 2,691 | $392.0K | 0.03% | −89−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 2,713 | $395.1K | 0.01% | +726+36.5% | Added |