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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 2,057 | $299.5K | 0.00% | +113+5.8% | Added |
| Venture Visionary Partners LLC | 2,056 | $299.4K | 0.02% | −25−1.2% | Reduced |
| Indiana Trust & Investment Management CO | 2,050 | $298.5K | 0.15% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,047 | $298.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,042 | $297.3K | 0.00% | +335+19.6% | Added |
| State of Wyoming | 2,032 | $295.9K | 0.09% | +1,746+610.5% | Added |
| Pitcairn Co | 2,016 | $293.5K | 0.02% | +2,016 | New |
| NJ State Employees Deferred Compensation Plan | 2,000 | $291.2K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,989 | $290.0K | 0.18% | +9+0.5% | Added |
| Sittner & Nelson, LLC | 1,982 | $288.6K | 0.16% | +1+0.1% | Added |
| Moody National Bank Trust Division | 1,974 | $287.4K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,973 | $287.1K | 0.03% | −24−1.2% | Reduced |
| Hunter Associates Investment Management LLC | 1,973 | $287.0K | 0.06% | 00.0% | Unchanged |
| First National Bank | 1,945 | $283.2K | 0.23% | −175−8.3% | Reduced |
| Affinity Investment Advisors, LLC | 1,941 | $282.6K | 0.16% | +1,941 | New |
| Peoples Financial Services Corp. | 1,940 | $282.5K | 0.13% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,923 | $280.0K | 0.00% | +375+24.2% | Added |
| Armstrong Shaw Associates Inc | 1,900 | $276.6K | 0.28% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,895 | $275.9K | 0.05% | +25+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,892 | $275.5K | 0.00% | −403−17.6% | Reduced |
| Independent Financial Group, LLC | 1,889 | $275.0K | 0.02% | +271+16.7% | Added |
| Moneta Group Investment Advisors LLC | 1,888 | $274.9K | 0.01% | +38+2.1% | Added |
| Journey Advisory Group, LLC | 1,888 | $274.9K | 0.04% | −325−14.7% | Reduced |
| CoreFirst Bank & Trust | 1,861 | $271.0K | 0.19% | −150−7.5% | Reduced |
| Ieq Capital, LLC | 1,852 | $269.6K | 0.01% | −1,178−38.9% | Reduced |
| United Bank | 1,838 | $267.6K | 0.03% | −678−26.9% | Reduced |
| Cypress Capital Group | 1,838 | $267.6K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,831 | $266.6K | 0.01% | +82+4.7% | Added |
| Stratos Wealth Advisors, LLC | 1,828 | $266.3K | 0.02% | −106−5.5% | Reduced |
| Aspiriant, LLC | 1,827 | $266.0K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,823 | $265.4K | 0.08% | −97−5.1% | Reduced |
| Cable Hill Partners, LLC | 1,809 | $263.8K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,808 | $263.2K | 0.02% | +19+1.1% | Added |
| Brighton Jones LLC | 1,788 | $260.3K | 0.01% | +52+3.0% | Added |
| Wedmont Private Capital | 1,812 | $258.0K | 0.03% | −7−0.4% | Reduced |
| V-Square Quantitative Management LLC | 1,761 | $256.4K | 0.19% | +1,761 | New |
| Siemens Fonds Invest GmbH | 1,761 | $255.1K | 0.02% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,740 | $253.3K | 0.20% | −2,400−58.0% | Reduced |
| Nikulski Financial, Inc. | 1,730 | $251.9K | 0.10% | −300−14.8% | Reduced |
| Harbor Advisory Corp | 1,729 | $251.7K | 0.09% | 00.0% | Unchanged |
| PFG Advisors | 1,689 | $246.0K | 0.02% | +1,689 | New |
| L & S Advisors Inc | – | $245.7K | 0.03% | – | – |
| Burney Co | 1,674 | $243.7K | 0.01% | −20−1.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,665 | $242.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,659 | $241.6K | 0.03% | +1,659 | New |
| Ingalls & Snyder LLC | 1,639 | $239.0K | 0.01% | +1,639 | New |
| Sym Financial Corp | 1,639 | $238.6K | 0.05% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,638 | $238.5K | 0.00% | −39,826−96.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,631 | $237.5K | 0.14% | 00.0% | Unchanged |
| CX Institutional | 1,622 | $236.2K | 0.01% | +1,622 | New |
| BancorpSouth Bank | 1,620 | $235.9K | 0.02% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,617 | $235.4K | 0.11% | −25−1.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,595 | $232.2K | 0.02% | −70−4.2% | Reduced |
| IHT Wealth Management, LLC | 1,594 | $232.0K | 0.01% | +1,594 | New |
| Perigon Wealth Management, LLC | 1,592 | $231.9K | 0.01% | +1,592 | New |
| Evermay Wealth Management LLC | 1,588 | $231.6K | 0.04% | −100−5.9% | Reduced |
| Essex Financial Services, Inc. | 1,587 | $231.0K | 0.03% | −863−35.2% | Reduced |
| Graham Capital Management, L.P. | 1,586 | $230.9K | 0.01% | +1,586 | New |
| Parallel Advisors, LLC | 1,583 | $230.5K | 0.01% | +85+5.7% | Added |
| Rice Partnership, LLC | 1,575 | $229.3K | 0.06% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,567 | $228.5K | 0.07% | +1,567 | New |
| VeraBank, N.A. | 1,564 | $227.7K | 0.09% | 00.0% | Unchanged |
| Fort, L.P. | 1,563 | $227.6K | 0.60% | +1,563 | New |
| Lincoln National Corp | 1,558 | $226.8K | 0.00% | −21−1.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,546 | $225.2K | 0.01% | −200−11.5% | Reduced |
| Forum Financial Management, LP | 1,547 | $225.2K | 0.01% | +1,547 | New |
| PFS Investments Inc. | 1,543 | $225.0K | 0.00% | +1,543 | New |
| Aries Wealth Management | 1,545 | $225.0K | 0.09% | +1,545 | New |
| Crestwood Advisors Group LLC | 1,543 | $224.6K | 0.01% | +1,543 | 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 |
| Intrepid Financial Planning Group LLC | 1,522 | $221.7K | 0.11% | +1,522 | New |
| FDx Advisors, Inc. | 1,518 | $221.0K | 0.01% | −339−18.3% | Reduced |
| Donaldson Capital Management, LLC | 1,508 | $219.6K | 0.01% | +1,508 | New |
| Stanley-Laman Group, Ltd. | 1,495 | $217.7K | 0.04% | +1,495 | 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 |
| Seed Wealth Management, Inc. | 1,490 | $216.9K | 0.23% | +1,490 | New |
| Naples Global Advisors, LLC | 1,486 | $216.7K | 0.03% | +1,486 | New |
| Insight Inv LLC | 1,485 | $216.2K | 0.22% | −4,230−74.0% | Reduced |
| Pictet North America Advisors SA | 1,477 | $215.1K | 0.03% | −782−34.6% | Reduced |
| Sentry LLC | 1,456 | $212.0K | 0.05% | +1,456 | New |
| Cross Staff Investments Inc | 1,450 | $211.1K | 0.19% | +1,450 | New |
| Ironwood Investment Counsel, LLC | 1,443 | $210.2K | 0.05% | +1,443 | New |
| Cary Street Partner Investment Advisory LLC | 1,439 | $209.5K | 0.01% | −115−7.4% | Reduced |
| Hengehold Capital Management LLC | 1,436 | $209.1K | 0.03% | +1,436 | New |
| ERTS Wealth Advisors, LLC | 1,428 | $207.9K | 0.05% | +1,428 | New |
| Conning Inc. | 1,422 | $207.0K | 0.01% | +1,422 | New |
| Insight 2811, Inc. | 1,421 | $206.9K | 0.11% | +1,421 | New |
| Baron Wealth Management LLC | 1,392 | $202.7K | 0.13% | +1,392 | New |
| Level Four Advisory Services, LLC | 1,385 | $201.7K | 0.01% | +1,385 | New |
| Mogy Joel R Investment Counsel Inc | 1,380 | $200.9K | 0.02% | +1,380 | New |
| One Wealth Advisors, LLC | 1,375 | $200.2K | 0.04% | +1,375 | New |
| 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 |
| Tobam | 1,348 | $196.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,323 | $192.6K | 0.01% | +194+17.2% | Added |
| First Horizon Advisors, Inc. | 1,288 | $187.5K | 0.01% | +626+94.6% | Added |
| Lindbrook Capital, LLC | 1,260 | $183.5K | 0.02% | +7+0.6% | Added |
| USA Financial Portformulas Corp | 1,241 | $180.7K | 0.28% | +1,241 | New |