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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1,224 | $179.0K | 0.14% | −145−10.6% | Reduced |
| Glassman Wealth Services | 1,217 | $177.2K | 0.03% | +928+321.1% | Added |
| Thomas White International Ltd | 1,191 | $173.4K | 0.04% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 1,173 | $170.0K | 0.40% | 00.0% | Unchanged |
| Private Trust Co NA | 1,105 | $160.9K | 0.02% | +83+8.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,069 | $155.6K | 0.00% | −517−32.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $152.4K | 0.01% | +1,047 | New |
| Harbor Investment Advisory, LLC | 1,005 | $146.3K | 0.02% | +6+0.6% | Added |
| IFP Advisors, Inc | 2,294 | $145.8K | 0.01% | +26+1.1% | Added |
| Sandy Spring Bank | 980 | $142.7K | 0.01% | −49−4.8% | Reduced |
| Field & Main Bank | 975 | $142.0K | 0.08% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 934 | $136.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 903 | $131.5K | 0.01% | −624−40.9% | Reduced |
| GHP Investment Advisors, Inc. | 1,031 | $127.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 871 | $126.8K | 0.01% | +2+0.2% | Added |
| EverSource Wealth Advisors, LLC | 823 | $119.8K | 0.01% | −63−7.1% | Reduced |
| Sunbelt Securities, Inc. | 816 | $118.8K | 0.02% | +106+14.9% | Added |
| Boit C F David | 800 | $116.5K | 0.08% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 800 | $116.5K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 778 | $113.3K | 0.00% | +778 | New |
| Systematic Alpha Investments, LLC | 761 | $110.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 759 | $110.5K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 755 | $109.9K | 0.01% | −40−5.0% | Reduced |
| Boyd Watterson Asset Management LLC | 750 | $109.2K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 747 | $108.8K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 743 | $108.2K | 0.08% | +743 | New |
| Capstone Investment Advisors, LLC | 736 | $107.2K | 0.00% | +633+614.6% | Added |
| AXS Investments LLC | 711 | $103.5K | 0.03% | −22−3.0% | Reduced |
| TFC Financial Management | 707 | $103.0K | 0.03% | −12−1.7% | Reduced |
| Salem Investment Counselors Inc | 705 | $102.8K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 700 | $102.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $101.9K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 695 | $101.0K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 663 | $96.5K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 659 | $96.0K | 0.00% | +10+1.5% | Added |
| Harbour Investments, Inc. | 657 | $95.7K | 0.00% | +11+1.7% | Added |
| Parkside Financial Bank & Trust | 654 | $95.2K | 0.02% | +15+2.3% | Added |
| Delta Asset Management LLC | 640 | $93.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 620 | $90.3K | 0.01% | +1+0.2% | Added |
| CNB Bank | 594 | $86.5K | 0.05% | −80−11.9% | Reduced |
| Smithfield Trust Co | 586 | $86.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 583 | $84.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 577 | $84.0K | 0.01% | −760−56.8% | Reduced |
| Allworth Financial LP | 574 | $83.5K | 0.00% | +158+38.0% | Added |
| DT Investment Partners, LLC | 610 | $80.7K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 620 | $80.1K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 550 | $80.1K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 527 | $76.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $73.8K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 480 | $69.9K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $69.1K | 0.03% | −21−4.0% | Reduced |
| JNBA Financial Advisors | 471 | $68.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 459 | $66.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 445 | $64.8K | 0.01% | −8−1.8% | Reduced |
| TSFG, LLC | 435 | $63.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 430 | $62.6K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 430 | $62.6K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 425 | $62.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 403 | $58.7K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 400 | $58.2K | 0.03% | −1,126−73.8% | Reduced |
| Glen Eagle Advisors, LLC | 397 | $57.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 346 | $57.1K | 0.00% | +39+12.7% | Added |
| KB Financial Partners, LLC | 394 | $57.0K | 0.02% | +14+3.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 374 | $54.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 372 | $54.2K | 0.02% | −7−1.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 368 | $53.5K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 375 | $51.8K | 0.03% | +375 | New |
| Farther Finance Advisors, LLC | 351 | $51.1K | 0.01% | +141+67.1% | Added |
| Ancora Advisors, LLC | 349 | $50.8K | 0.00% | −8−2.2% | Reduced |
| Sound Income Strategies, LLC | 347 | $50.5K | 0.01% | +21+6.4% | Added |
| Larson Financial Group LLC | 342 | $49.8K | 0.00% | −177−34.1% | Reduced |
| Centennial Bank | 338 | $49.2K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 337 | $49.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 332 | $48.3K | 0.00% | +8+2.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 331 | $48.2K | 0.00% | −68−17.0% | Reduced |
| Private Ocean, LLC | 330 | $48.0K | 0.01% | +200+153.8% | Added |
| Oakworth Capital, Inc. | 317 | $46.2K | 0.00% | −1−0.3% | Reduced |
| Piscataqua Savings Bank | 317 | $46.2K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 310 | $45.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 314 | $45.0K | 0.01% | +8+2.6% | Added |
| Tacita Capital Inc | 300 | $44.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $43.7K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 290 | $43.0K | 0.00% | +40+16.0% | Added |
| Ronald Blue Trust, Inc. | 311 | $40.0K | 0.00% | −280−47.4% | Reduced |
| Clear Street Markets LLC | 272 | $40.0K | 0.02% | −139−33.8% | Reduced |
| WealthPLAN Partners, LLC | 270 | $39.3K | 0.01% | +270 | New |
| Proequities, Inc. | 255 | $37.2K | 0.00% | +195+325.0% | Added |
| Westside Investment Management, Inc. | 245 | $35.7K | 0.01% | −50−16.9% | Reduced |
| Pinnacle Bancorp, Inc. | 238 | $34.7K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $32.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 253 | $32.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $31.9K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 217 | $31.6K | 0.01% | +217 | New |
| Zions Bancorporation, N.A. | 215 | $31.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 215 | $31.3K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 215 | $31.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $29.1K | 0.01% | −131−39.6% | Reduced |
| Crewe Advisors LLC | 200 | $29.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $29.1K | 0.01% | 00.0% | Unchanged |