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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 3,205 | $466.6K | 0.02% | +3,205 | New |
| Altfest L J & Co Inc | 3,191 | $465.0K | 0.07% | −44−1.4% | Reduced |
| Personal Cfo Solutions, LLC | 3,173 | $461.9K | 0.09% | +1,414+80.4% | Added |
| First National Bank & Trust Co of Newtown | 3,147 | $458.2K | 0.10% | 00.0% | Unchanged |
| Berkshire Bank | 3,090 | $449.9K | 0.12% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,085 | $449.2K | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,084 | $449.0K | 0.01% | −2,817−47.7% | Reduced |
| Sutton Wealth Advisors Inc. | 3,064 | $446.1K | 0.22% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 3,156 | $444.6K | 0.17% | −1,593−33.5% | Reduced |
| Wahed Invest LLC | 3,010 | $438.3K | 0.15% | +316+11.7% | Added |
| LSV Asset Management | 3,000 | $437.0K | 0.00% | +3,000 | New |
| Horizon Investments, LLC | 2,986 | $434.8K | 0.01% | +126+4.4% | Added |
| Independent Advisor Alliance | 2,979 | $433.8K | 0.02% | −371−11.1% | Reduced |
| Symmetry Partners, LLC | 2,970 | $432.0K | 0.02% | 00.0% | Unchanged |
| David Loasby | 3,028 | $427.6K | 0.05% | −24−0.8% | Reduced |
| Hourglass Capital, LLC | 2,900 | $422.2K | 0.15% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 2,899 | $421.1K | 0.01% | −2,375−45.0% | Reduced |
| Meixler Investment Management, Ltd. | 2,884 | $419.9K | 0.39% | −153−5.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,882 | $419.7K | 0.02% | +597+26.1% | Added |
| Canandaigua National Bank & Trust Co | 2,859 | $416.3K | 0.07% | +32+1.1% | Added |
| Daymark Wealth Partners, LLC | 2,857 | $416.0K | 0.03% | +2,857 | New |
| Penserra Capital Management LLC | 2,857 | $415.0K | 0.01% | +2,845+23,708.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,835 | $413.0K | 0.02% | +600+26.8% | Added |
| Whittier Trust Co of Nevada Inc | 2,823 | $411.0K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,800 | $407.7K | 0.21% | −1,400−33.3% | Reduced |
| Old National Bancorp | 2,798 | $407.4K | 0.01% | +43+1.6% | Added |
| Lakewood Asset Management LLC | 2,785 | $405.5K | 0.32% | +10.0% | Added |
| Ironwood Financial, llc | 2,777 | $404.3K | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,759 | $402.0K | 0.02% | −3−0.1% | Reduced |
| Lee Danner & Bass Inc | 2,751 | $401.0K | 0.03% | −1,030−27.2% | Reduced |
| AIA Group Ltd | 2,751 | $400.5K | 0.02% | +2,751 | New |
| HB Wealth Management, LLC | 2,746 | $399.8K | 0.01% | +182+7.1% | Added |
| CAPROCK Group, Inc. | 2,866 | $395.7K | 0.03% | +2,866 | New |
| Fund Management at Engine No. 1 LLC | 2,717 | $395.6K | 0.07% | +173+6.8% | Added |
| Integrated Wealth Concepts LLC | 2,713 | $395.1K | 0.01% | +726+36.5% | Added |
| Boston Family Office LLC | 2,691 | $392.0K | 0.03% | −89−3.2% | Reduced |
| Wealth Alliance | 2,691 | $391.8K | 0.06% | +130+5.1% | Added |
| Chatham Capital Group, Inc. | 2,683 | $390.6K | 0.08% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,670 | $388.8K | 0.14% | −1,098−29.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,659 | $387.1K | 0.28% | +20+0.8% | Added |
| Stephens Inc | 2,654 | $386.4K | 0.01% | −1,175−30.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,632 | $383.2K | 0.03% | +2,197+505.1% | 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 |
| Brown, Lisle/Cummings, Inc. | 2,625 | $382.2K | 0.17% | +1,700+183.8% | Added |
| Summit Global Investments | 2,619 | $381.0K | 0.03% | +2+0.1% | Added |
| Marble Harbor Investment Counsel, LLC | 2,612 | $380.3K | 0.05% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 2,609 | $379.9K | 0.10% | −362−12.2% | Reduced |
| Dana Investment Advisors, Inc. | 2,606 | $379.4K | 0.02% | −1,552−37.3% | Reduced |
| iA Global Asset Management Inc. | 2,603 | $379.0K | 0.01% | +2,603 | New |
| Qsemble Capital Management, LP | 2,600 | $378.6K | 0.27% | +2,600 | New |
| Westhampton Capital, LLC | 2,545 | $370.5K | 0.24% | −1,190−31.9% | Reduced |
| 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 |
| Ameritas Investment Partners, Inc. | 2,533 | $368.8K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,528 | $368.0K | 0.03% | +2+0.1% | Added |
| Verdence Capital Advisors LLC | 2,522 | $367.2K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,519 | $366.8K | 0.02% | +9+0.4% | Added |
| Apollon Wealth Management, LLC | 2,514 | $366.0K | 0.02% | −154−5.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $364.0K | 0.13% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,496 | $363.4K | 0.32% | +80+3.3% | Added |
| Shelton Wealth Management, LLC | 2,492 | $362.8K | 0.28% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,480 | $361.1K | 0.28% | +4+0.2% | Added |
| Trust Asset Management LLC | 2,417 | $351.9K | 0.04% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,399 | $349.3K | 0.04% | +8+0.3% | Added |
| Savant Capital, LLC | 2,399 | $349.2K | 0.01% | +65+2.8% | Added |
| Sompo Asset Management Co., Ltd. | 2,380 | $346.5K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,369 | $344.9K | 0.01% | +13+0.6% | Added |
| Capital Asset Advisory Services LLC | 2,417 | $344.1K | 0.02% | −218−8.3% | Reduced |
| WealthShield Partners, LLC | 2,355 | $343.4K | 0.05% | −44−1.8% | Reduced |
| Chicago Partners Investment Group LLC | 2,664 | $342.0K | 0.02% | +2,664 | New |
| Radnor Capital Management, LLC | 2,341 | $341.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Gateway Investment Advisers LLC | 2,327 | $338.8K | 0.00% | −43−1.8% | Reduced |
| King Luther Capital Management Corp | 2,323 | $338.2K | 0.00% | −600−20.5% | Reduced |
| Rossmore Private Capital | 2,310 | $336.3K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,257 | $328.6K | 0.01% | +501+28.5% | Added |
| Mill Creek Capital Advisors, LLC | 2,248 | $327.3K | 0.01% | +31+1.4% | Added |
| Basepoint Wealth LLC | 2,247 | $327.2K | 0.27% | −245−9.8% | Reduced |
| Legacy Capital Group California, Inc. | 2,241 | $326.3K | 0.13% | +77+3.6% | Added |
| Kanawha Capital Management LLC | 2,231 | $324.8K | 0.03% | −133−5.6% | Reduced |
| Am Investment Strategies LLC | 2,198 | $320.0K | 0.10% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,196 | $319.7K | 0.15% | +10.0% | Added |
| White Pine Capital LLC | 2,175 | $316.7K | 0.12% | −100−4.4% | Reduced |
| Montecito Bank & Trust | 2,172 | $316.2K | 0.07% | +132+6.5% | Added |
| City State Bank | 2,172 | $316.0K | 0.17% | −100−4.4% | Reduced |
| Meeder Advisory Services, Inc. | 2,170 | $316.0K | 0.03% | −4−0.2% | Reduced |
| Oxford Financial Group Ltd | 2,166 | $315.4K | 0.03% | +2,166 | New |
| GPS Wealth Strategies Group, LLC | 2,156 | $313.9K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,147 | $312.6K | 0.04% | +2,147 | New |
| Physicians Financial Services, Inc. | 2,129 | $310.0K | 0.12% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,120 | $308.7K | 0.06% | 00.0% | Unchanged |
| Welch Group, LLC | 2,114 | $307.8K | 0.02% | −32−1.5% | Reduced |
| Whitener Capital Management, Inc. | 2,105 | $306.5K | 0.12% | −40−1.9% | Reduced |
| Colonial Trust Co | 2,088 | $304.0K | 0.07% | +442+26.9% | Added |
| Horan Capital Advisors, LLC. | 2,083 | $303.3K | 0.12% | 00.0% | Unchanged |
| First County Bank | 2,070 | $301.4K | 0.15% | −75−3.5% | Reduced |
| Brown Brothers Harriman & Co | 2,063 | $300.4K | 0.00% | +80+4.0% | Added |
| Farmers & Merchants Investments Inc | 2,060 | $299.9K | 0.01% | +75+3.8% | Added |