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, 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 | 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, 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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 5,419 | $789.0K | 0.11% | +160+3.0% | Added |
| RSM US Wealth Management LLC | 5,397 | $787.1K | 0.03% | +15+0.3% | Added |
| Busey Wealth Management | 5,392 | $785.1K | 0.03% | −9−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,371 | $782.0K | 0.23% | +1,963+57.6% | Added |
| Kestra Advisory Services, LLC | 5,368 | $781.6K | 0.01% | +43+0.8% | Added |
| Azzad Asset Management Inc | 5,332 | $776.4K | 0.10% | +40+0.8% | Added |
| Kornitzer Capital Management Inc | 5,304 | $772.3K | 0.02% | +550+11.6% | Added |
| Financial Counselors Inc | 5,253 | $765.0K | 0.02% | −327−5.9% | Reduced |
| BLB&B Advisors, LLC | 5,253 | $764.8K | 0.05% | −34−0.6% | Reduced |
| Qtron Investments LLC | 5,190 | $755.7K | 0.14% | +1,536+42.0% | Added |
| Campbell & CO Investment Adviser LLC | 5,183 | $754.6K | 0.13% | +2,265+77.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,175 | $753.5K | 0.14% | +100+2.0% | Added |
| Everence Capital Management Inc | 5,900 | $751.0K | 0.06% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 5,038 | $734.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,026 | $731.8K | 0.02% | +223+4.6% | Added |
| Wetherby Asset Management Inc | 5,005 | $728.7K | 0.04% | −57−1.1% | Reduced |
| Advisor Partners II, LLC | 4,970 | $723.6K | 0.03% | +464+10.3% | Added |
| Karpas Strategies, LLC | 4,960 | $722.2K | 0.24% | 00.0% | Unchanged |
| Vestcor Inc | 4,951 | $721.0K | 0.03% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,949 | $720.6K | 0.08% | +42+0.9% | Added |
| Capital Insight Partners, LLC | 4,904 | $714.0K | 0.16% | +448+10.1% | Added |
| Pflug Koory, LLC | 4,863 | $708.1K | 0.36% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,863 | $708.0K | 0.03% | −100−2.0% | Reduced |
| 44 Wealth Management LLC | 4,823 | $702.2K | 0.24% | −838−14.8% | Reduced |
| Fairfield, Bush & Co. | 4,715 | $686.5K | 0.19% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,704 | $684.9K | 0.00% | −502−9.6% | Reduced |
| Aj Wealth Strategies, LLC | 4,698 | $684.0K | 0.03% | +57+1.2% | Added |
| Ci Investments Inc. | 4,674 | $681.0K | 0.00% | +2,282+95.4% | Added |
| Highline Wealth Partners LLC | 4,635 | $674.9K | 0.42% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,621 | $672.8K | 0.02% | −25−0.5% | Reduced |
| Bessemer Group Inc | 4,580 | $667.0K | 0.00% | +844+22.6% | Added |
| LaFleur & Godfrey LLC | 4,576 | $666.3K | 0.10% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,537 | $660.6K | 0.01% | +537+13.4% | Added |
| Dorsey & Whitney Trust CO LLC | 4,508 | $656.4K | 0.05% | −410−8.3% | Reduced |
| ISAM Funds (UK) Ltd | 4,488 | $653.5K | 0.58% | +2,784+163.4% | Added |
| Kestra Private Wealth Services, LLC | 4,477 | $651.9K | 0.02% | −310−6.5% | Reduced |
| Courier Capital LLC | 4,454 | $648.5K | 0.05% | −1,000−18.3% | Reduced |
| McMorgan & Co LLC | 4,428 | $644.7K | 0.12% | −46−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,409 | $641.9K | 0.01% | +270+6.5% | Added |
| Segall Bryant & Hamill, LLC | 4,387 | $638.7K | 0.01% | −10−0.2% | Reduced |
| Cim Investment Mangement Inc | 4,364 | $635.4K | 0.22% | +11+0.3% | Added |
| Atlas Capital Advisors LLC | 4,299 | $625.9K | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,272 | $622.1K | 0.02% | −246−5.4% | Reduced |
| Kovack Advisors, Inc. | 4,253 | $619.3K | 0.08% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,216 | $613.9K | 0.01% | −272−6.1% | Reduced |
| ELCO Management Co., LLC | 4,204 | $612.1K | 0.44% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,166 | $606.6K | 0.14% | −4−0.1% | Reduced |
| Cohen Lawrence B | 4,125 | $600.6K | 0.38% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,076 | $593.5K | 0.14% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,072 | $592.9K | 0.02% | +253+6.6% | Added |
| Flputnam Investment Management Co | 4,063 | $591.6K | 0.02% | +468+13.0% | Added |
| Guyasuta Investment Advisors Inc | 4,044 | $588.8K | 0.04% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 3,970 | $578.0K | 0.01% | −190−4.6% | Reduced |
| Whittier Trust Co | 3,928 | $571.9K | 0.01% | −115−2.8% | Reduced |
| Pointe Capital Management LLC | 3,900 | $567.8K | 0.43% | −159−3.9% | Reduced |
| Israel Discount Bank of New York | 3,876 | $564.3K | 0.45% | −912−19.0% | Reduced |
| Janney Capital Management LLC | 3,861 | $562.0K | 0.04% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 3,833 | $558.1K | 0.00% | −667−14.8% | Reduced |
| Silvercrest Asset Management Group LLC | 3,825 | $557.0K | 0.00% | −356−8.5% | Reduced |
| Ballentine Partners, LLC | 3,819 | $556.0K | 0.01% | −320−7.7% | Reduced |
| First Eagle Investment Management, LLC | 3,803 | $553.7K | 0.00% | +1,276+50.5% | Added |
| Choate Investment Advisors | 3,746 | $545.4K | 0.02% | +222+6.3% | Added |
| Probity Advisors, Inc. | 3,738 | $544.3K | 0.12% | +3,738 | New |
| Stock Yards Bank & Trust Co | 3,731 | $543.2K | 0.02% | −308−7.6% | Reduced |
| Community Bank, N.A. | 3,714 | $540.8K | 0.07% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 3,853 | $536.0K | 0.25% | −100−2.5% | Reduced |
| Estabrook Capital Management | 3,680 | $535.8K | 0.09% | −50−1.3% | Reduced |
| Intrust Bank NA | 3,679 | $535.7K | 0.06% | +64+1.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,625 | $527.0K | 0.51% | −2,000−35.6% | Reduced |
| Central Trust Co | 3,600 | $524.2K | 0.01% | −758−17.4% | Reduced |
| Avantax Advisory Services, Inc. | 3,577 | $520.8K | 0.01% | −85−2.3% | Reduced |
| Cambridge Trust Co | 3,540 | $515.4K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,536 | $514.8K | 0.23% | +3,536 | New |
| Cobblestone Capital Advisors LLC | 3,534 | $514.6K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Corp | 3,522 | $513.0K | 0.23% | −126−3.5% | Reduced |
| Sciencast Management LP | 3,644 | $512.9K | 0.42% | +3,644 | New |
| UniSuper Management Pty Ltd | 3,507 | $510.6K | 0.01% | +3,507 | New |
| Bartlett & Co. Wealth Management LLC | 3,492 | $509.3K | 0.01% | +1,800+106.4% | 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 |
| Schechter Investment Advisors, LLC | 3,489 | $508.0K | 0.05% | +35+1.0% | Added |
| Haverford Trust Co | 3,458 | $503.5K | 0.01% | +243+7.6% | Added |
| InTrack Investment Management Inc | 3,455 | $503.1K | 0.41% | −941−21.4% | Reduced |
| Meridian Investment Counsel Inc. | 3,398 | $494.7K | 0.18% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,383 | $493.0K | 0.00% | +257+8.2% | Added |
| Resonant Capital Advisors, LLC | 3,374 | $492.1K | 0.05% | +16+0.5% | Added |
| National Asset Management, Inc. | 3,364 | $490.6K | 0.01% | +186+5.9% | Added |
| Evercore Wealth Management, LLC | 3,342 | $486.6K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,340 | $486.3K | 0.11% | +3,340 | New |
| Washington Trust Co | 3,335 | $485.6K | 0.02% | −3,210−49.0% | Reduced |
| Benjamin Edwards Inc | 3,288 | $479.0K | 0.11% | +243+8.0% | Added |
| Humankind Investments LLC | 3,272 | $476.4K | 0.19% | +1,379+72.8% | Added |
| Park Edge Advisors, LLC | 3,271 | $476.3K | 0.16% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,254 | $473.8K | 0.14% | −101−3.0% | Reduced |
| 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 |
| MAI Capital Management | 3,220 | $468.8K | 0.01% | +193+6.4% | 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 |
| Profund Advisors LLC | 3,217 | $468.4K | 0.03% | +60+1.9% | Added |