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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 2,717 | $395.6K | 0.07% | +173+6.8% | Added |
| CAPROCK Group, Inc. | 2,866 | $395.7K | 0.03% | +2,866 | New |
| HB Wealth Management, LLC | 2,746 | $399.8K | 0.01% | +182+7.1% | Added |
| AIA Group Ltd | 2,751 | $400.5K | 0.02% | +2,751 | New |
| Lee Danner & Bass Inc | 2,751 | $401.0K | 0.03% | −1,030−27.2% | Reduced |
| Wedbush Securities Inc | 2,759 | $402.0K | 0.02% | −3−0.1% | Reduced |
| Ironwood Financial, llc | 2,777 | $404.3K | 0.11% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,785 | $405.5K | 0.32% | +10.0% | Added |
| Old National Bancorp | 2,798 | $407.4K | 0.01% | +43+1.6% | Added |
| Sherbrooke Park Advisers LLC | 2,800 | $407.7K | 0.21% | −1,400−33.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,823 | $411.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,835 | $413.0K | 0.02% | +600+26.8% | Added |
| Penserra Capital Management LLC | 2,857 | $415.0K | 0.01% | +2,845+23,708.3% | Added |
| Daymark Wealth Partners, LLC | 2,857 | $416.0K | 0.03% | +2,857 | New |
| Canandaigua National Bank & Trust Co | 2,859 | $416.3K | 0.07% | +32+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 2,882 | $419.7K | 0.02% | +597+26.1% | Added |
| Meixler Investment Management, Ltd. | 2,884 | $419.9K | 0.39% | −153−5.0% | Reduced |
| Vident Investment Advisory, LLC | 2,899 | $421.1K | 0.01% | −2,375−45.0% | Reduced |
| Hourglass Capital, LLC | 2,900 | $422.2K | 0.15% | 00.0% | Unchanged |
| David Loasby | 3,028 | $427.6K | 0.05% | −24−0.8% | Reduced |
| Symmetry Partners, LLC | 2,970 | $432.0K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,979 | $433.8K | 0.02% | −371−11.1% | Reduced |
| Horizon Investments, LLC | 2,986 | $434.8K | 0.01% | +126+4.4% | Added |
| LSV Asset Management | 3,000 | $437.0K | 0.00% | +3,000 | New |
| Wahed Invest LLC | 3,010 | $438.3K | 0.15% | +316+11.7% | Added |
| Canvas Wealth Advisors, LLC | 3,156 | $444.6K | 0.17% | −1,593−33.5% | Reduced |
| Sutton Wealth Advisors Inc. | 3,064 | $446.1K | 0.22% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,084 | $449.0K | 0.01% | −2,817−47.7% | Reduced |
| Ropes Wealth Advisors LLC | 3,085 | $449.2K | 0.07% | 00.0% | Unchanged |
| Berkshire Bank | 3,090 | $449.9K | 0.12% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 3,147 | $458.2K | 0.10% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,173 | $461.9K | 0.09% | +1,414+80.4% | Added |
| Altfest L J & Co Inc | 3,191 | $465.0K | 0.07% | −44−1.4% | Reduced |
| Diversified Trust Co | 3,205 | $466.6K | 0.02% | +3,205 | New |
| Profund Advisors LLC | 3,217 | $468.4K | 0.03% | +60+1.9% | Added |
| Sawtooth Solutions, LLC | 3,219 | $468.6K | 0.01% | +153+5.0% | Added |
| Bleakley Financial Group, LLC | 3,219 | $468.6K | 0.01% | +164+5.4% | Added |
| MAI Capital Management | 3,220 | $468.8K | 0.01% | +193+6.4% | Added |
| North Star Asset Management Inc | 3,234 | $470.9K | 0.03% | −135−4.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,234 | $470.9K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,254 | $473.8K | 0.14% | −101−3.0% | Reduced |
| Park Edge Advisors, LLC | 3,271 | $476.3K | 0.16% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,272 | $476.4K | 0.19% | +1,379+72.8% | Added |
| Benjamin Edwards Inc | 3,288 | $479.0K | 0.11% | +243+8.0% | Added |
| Washington Trust Co | 3,335 | $485.6K | 0.02% | −3,210−49.0% | Reduced |
| Red Door Wealth Management, LLC | 3,340 | $486.3K | 0.11% | +3,340 | New |
| Evercore Wealth Management, LLC | 3,342 | $486.6K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,364 | $490.6K | 0.01% | +186+5.9% | Added |
| Resonant Capital Advisors, LLC | 3,374 | $492.1K | 0.05% | +16+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,383 | $493.0K | 0.00% | +257+8.2% | Added |
| Meridian Investment Counsel Inc. | 3,398 | $494.7K | 0.18% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,455 | $503.1K | 0.41% | −941−21.4% | Reduced |
| Haverford Trust Co | 3,458 | $503.5K | 0.01% | +243+7.6% | Added |
| Schechter Investment Advisors, LLC | 3,489 | $508.0K | 0.05% | +35+1.0% | Added |
| Neville Rodie & Shaw Inc | 3,500 | $509.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,492 | $509.0K | 0.01% | +1,800+106.4% | Added |
| Bartlett & Co. Wealth Management LLC | 3,492 | $509.3K | 0.01% | +1,800+106.4% | Added |
| UniSuper Management Pty Ltd | 3,507 | $510.6K | 0.01% | +3,507 | New |
| Sciencast Management LP | 3,644 | $512.9K | 0.42% | +3,644 | New |
| Financial Advisory Corp | 3,522 | $513.0K | 0.23% | −126−3.5% | Reduced |
| Cobblestone Capital Advisors LLC | 3,534 | $514.6K | 0.04% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,536 | $514.8K | 0.23% | +3,536 | New |
| Cambridge Trust Co | 3,540 | $515.4K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,577 | $520.8K | 0.01% | −85−2.3% | Reduced |
| Central Trust Co | 3,600 | $524.2K | 0.01% | −758−17.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,625 | $527.0K | 0.51% | −2,000−35.6% | Reduced |
| Intrust Bank NA | 3,679 | $535.7K | 0.06% | +64+1.8% | Added |
| Estabrook Capital Management | 3,680 | $535.8K | 0.09% | −50−1.3% | Reduced |
| Financial Network Wealth Management LLC | 3,853 | $536.0K | 0.25% | −100−2.5% | Reduced |
| Community Bank, N.A. | 3,714 | $540.8K | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,731 | $543.2K | 0.02% | −308−7.6% | Reduced |
| Probity Advisors, Inc. | 3,738 | $544.3K | 0.12% | +3,738 | New |
| Choate Investment Advisors | 3,746 | $545.4K | 0.02% | +222+6.3% | Added |
| First Eagle Investment Management, LLC | 3,803 | $553.7K | 0.00% | +1,276+50.5% | Added |
| Ballentine Partners, LLC | 3,819 | $556.0K | 0.01% | −320−7.7% | Reduced |
| Silvercrest Asset Management Group LLC | 3,825 | $557.0K | 0.00% | −356−8.5% | Reduced |
| Aristotle Capital Management, LLC | 3,833 | $558.1K | 0.00% | −667−14.8% | Reduced |
| Janney Capital Management LLC | 3,861 | $562.0K | 0.04% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 3,876 | $564.3K | 0.45% | −912−19.0% | Reduced |
| Pointe Capital Management LLC | 3,900 | $567.8K | 0.43% | −159−3.9% | Reduced |
| Whittier Trust Co | 3,928 | $571.9K | 0.01% | −115−2.8% | Reduced |
| Connectus Wealth, LLC | 3,970 | $578.0K | 0.01% | −190−4.6% | Reduced |
| Guyasuta Investment Advisors Inc | 4,044 | $588.8K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,063 | $591.6K | 0.02% | +468+13.0% | Added |
| Kingsview Wealth Management, LLC | 4,072 | $592.9K | 0.02% | +253+6.6% | Added |
| Curbstone Financial Management Corp | 4,076 | $593.5K | 0.14% | 00.0% | Unchanged |
| Cohen Lawrence B | 4,125 | $600.6K | 0.38% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,166 | $606.6K | 0.14% | −4−0.1% | Reduced |
| ELCO Management Co., LLC | 4,204 | $612.1K | 0.44% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,216 | $613.9K | 0.01% | −272−6.1% | Reduced |
| Kovack Advisors, Inc. | 4,253 | $619.3K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,272 | $622.1K | 0.02% | −246−5.4% | Reduced |
| Atlas Capital Advisors LLC | 4,299 | $625.9K | 0.10% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,364 | $635.4K | 0.22% | +11+0.3% | Added |
| Segall Bryant & Hamill, LLC | 4,387 | $638.7K | 0.01% | −10−0.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,409 | $641.9K | 0.01% | +270+6.5% | Added |
| McMorgan & Co LLC | 4,428 | $644.7K | 0.12% | −46−1.0% | Reduced |
| Courier Capital LLC | 4,454 | $648.5K | 0.05% | −1,000−18.3% | Reduced |
| Kestra Private Wealth Services, LLC | 4,477 | $651.9K | 0.02% | −310−6.5% | Reduced |
| ISAM Funds (UK) Ltd | 4,488 | $653.5K | 0.58% | +2,784+163.4% | Added |