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, Q3 2023
Institutional positions in Zimmer Biomet Holdings, Inc. as of Sep 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
- 1,019
- +1 vs. Q2 2023
- Shares held
- 183.0M
- −2.39M (−1.3%) vs. Q2 2023
- Total value
- $20.6B
- −$6.35B (−23.6%) vs. Q2 2023
- New holders
- 106
- 313 more added
- Sold out
- 105
- 377 more reduced
16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 133 | $14.9K | 0.00% | +133 | New |
| Plante Moran Financial Advisors, LLC | 133 | $15.0K | 0.00% | −4−2.9% | Reduced |
| Legacy Bridge, LLC | 135 | $15.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135 | $15.2K | 0.00% | −50−27.0% | Reduced |
| Institutional & Family Asset Management, LLC | 136 | $15.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 140 | $15.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 146 | $16.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 147 | $16.5K | 0.01% | +107+267.5% | Added |
| Headinvest, LLC | 150 | $16.7K | 0.00% | +150 | New |
| Winch Advisory Services, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 153 | $17.2K | 0.00% | −12−7.3% | Reduced |
| Old Second National Bank of Aurora | 160 | $18.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 160 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $18.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 161 | $18.1K | 0.00% | +20+14.2% | Added |
| Tortoise Investment Management, LLC | 165 | $18.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 167 | $18.7K | 0.00% | +167 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $19.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 168 | $19.0K | 0.00% | +20+13.5% | Added |
| Carmichael Hill & Associates, Inc. | 172 | $19.3K | 0.01% | −28−14.0% | Reduced |
| Archer Investment Corp | 173 | $19.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 176 | $19.8K | 0.01% | +176 | New |
| Focused Wealth Management, Inc | 176 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 180 | $20.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 181 | $20.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 183 | $20.5K | 0.01% | +45+32.6% | Added |
| Gradient Investments LLC | 185 | $20.8K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 191 | $21.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 193 | $21.7K | 0.01% | +55+39.9% | Added |
| Creative Capital Management Investments LLC | 198 | $22.2K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 200 | $22.4K | 0.00% | +200 | New |
| VisionPoint Advisory Group, LLC | 206 | $23.2K | 0.01% | +103+100.0% | Added |
| Zions Bancorporation, N.A. | 211 | $23.7K | 0.00% | −4−1.9% | Reduced |
| Ofi Invest Asset Management | 224 | $23.7K | 0.00% | +224 | New |
| Prestige Wealth Management Group LLC | 215 | $24.1K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 215 | $24.2K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $24.6K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $25.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 238 | $26.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 245 | $27.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $28.0K | 0.00% | −40−13.8% | Reduced |
| Lazard Asset Management LLC | 283 | $31.0K | 0.00% | +117+70.5% | Added |
| FinTrust Capital Advisors, LLC | 278 | $31.2K | 0.01% | +25+9.9% | Added |
| Jamison Private Wealth Management, Inc. | 290 | $32.6K | 0.01% | +290 | New |
| Rogco, LP | 292 | $32.8K | 0.02% | +292 | New |
| Covestor Ltd | 293 | $33.0K | 0.02% | −931−76.1% | Reduced |
| Tacita Capital Inc | 300 | $33.7K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 310 | $34.2K | 0.00% | −21−6.3% | Reduced |
| Salomon & Ludwin, LLC | 305 | $34.2K | 0.00% | +305 | New |
| AdvisorNet Financial, Inc | 307 | $34.5K | 0.00% | −25−7.5% | Reduced |
| Proequities, Inc. | 308 | $34.6K | 0.00% | +53+20.8% | Added |
| Oakworth Capital, Inc. | 309 | $34.7K | 0.00% | −8−2.5% | Reduced |
| CKW Financial Group | 310 | $35.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 315 | $35.0K | 0.01% | +1+0.3% | Added |
| Deseret Mutual Benefit Administrators | 313 | $35.1K | 0.02% | −59−15.9% | Reduced |
| Sound Income Strategies, LLC | 316 | $35.5K | 0.00% | −31−8.9% | Reduced |
| Piscataqua Savings Bank | 317 | $35.6K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 317 | $35.6K | 0.01% | −900−74.0% | Reduced |
| Private Ocean, LLC | 330 | $37.0K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 338 | $37.9K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 342 | $38.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 368 | $41.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 370 | $41.5K | 0.01% | +19+5.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 374 | $42.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 375 | $42.1K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 403 | $45.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 316 | $46.0K | 0.00% | +5+1.6% | Added |
| Quent Capital, LLC | 426 | $47.8K | 0.01% | −33−7.2% | Reduced |
| Glen Eagle Advisors, LLC | 427 | $47.9K | 0.01% | +30+7.6% | Added |
| Foster Dykema Cabot & Co Inc | 425 | $48.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 430 | $48.3K | 0.04% | +430 | New |
| Tompkins Financial Corp | 430 | $48.3K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 430 | $48.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 435 | $49.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 446 | $50.0K | 0.01% | +1+0.2% | Added |
| Western Pacific Wealth Management, LP | 454 | $50.9K | 0.04% | −209−31.5% | Reduced |
| Impact Partnership Wealth, LLC | 461 | $51.7K | 0.02% | +461 | New |
| Clean Yield Group | 507 | $53.4K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 480 | $53.9K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 483 | $54.0K | 0.02% | +89+22.6% | Added |
| State of Wyoming | 483 | $54.2K | 0.01% | −1,549−76.2% | Reduced |
| Adirondack Trust Co | 500 | $56.1K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 510 | $57.0K | 0.00% | −37,230−98.6% | Reduced |
| Pathway Financial Advisers, LLC | 524 | $58.8K | 0.02% | +524 | New |
| JNBA Financial Advisors | 525 | $58.9K | 0.01% | +54+11.5% | Added |
| Geneos Wealth Management Inc. | 537 | $60.3K | 0.00% | +10+1.9% | Added |
| Optimum Investment Advisors | 550 | $61.7K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 568 | $63.7K | 0.04% | −26−4.4% | Reduced |
| Ancora Advisors, LLC | 570 | $64.0K | 0.00% | +221+63.3% | Added |
| Webster Bank, N. A. | 577 | $64.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 586 | $65.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 522 | $65.0K | 0.00% | +176+50.9% | Added |
| North Star Investment Management Corp. | 583 | $65.4K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 610 | $68.5K | 0.01% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 617 | $69.2K | 0.03% | +617 | New |
| S.A. Mason LLC | 620 | $69.6K | 0.05% | 00.0% | Unchanged |