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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 622 | $70.0K | 0.00% | −2,761−81.6% | Reduced |
| Delta Asset Management LLC | 640 | $71.8K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 643 | $72.2K | 0.02% | −68−9.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 648 | $72.8K | 0.03% | +648 | New |
| Creative Financial Designs Inc | 658 | $73.8K | 0.01% | +38+6.1% | Added |
| Harbour Investments, Inc. | 658 | $73.8K | 0.00% | +1+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 659 | $74.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 695 | $78.1K | 0.00% | −10−1.4% | Reduced |
| Alta Advisers Ltd | 700 | $78.6K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 695 | $79.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 707 | $79.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 708 | $79.4K | 0.00% | +134+23.3% | Added |
| Arrow Financial Corp | 730 | $81.9K | 0.01% | −25−3.3% | Reduced |
| M&R Capital Management Inc | 747 | $83.8K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 750 | $84.2K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 756 | $84.8K | 0.02% | +102+15.6% | Added |
| Manchester Capital Management LLC | 759 | $85.2K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 761 | $85.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 764 | $85.7K | 0.01% | −59−7.2% | Reduced |
| Boit C F David | 800 | $89.1K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 800 | $89.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 803 | $90.1K | 0.01% | −68−7.8% | Reduced |
| Sunbelt Securities, Inc. | 808 | $90.7K | 0.01% | −8−1.0% | Reduced |
| Flaharty Asset Management, LLC | 831 | $93.3K | 0.02% | +831 | New |
| Sandy Spring Bank | 918 | $103.0K | 0.01% | −62−6.3% | Reduced |
| TCTC Holdings, LLC | 934 | $104.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 944 | $106.0K | 0.00% | −639−40.4% | Reduced |
| GHP Investment Advisors, Inc. | 1,071 | $111.7K | 0.01% | +40+3.9% | Added |
| Harbor Investment Advisory, LLC | 999 | $112.1K | 0.01% | −6−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,019 | $114.4K | 0.00% | −50−4.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $117.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,110 | $124.6K | 0.02% | +5+0.5% | Added |
| Horizon Bancorp Inc | 1,135 | $127.0K | 0.08% | +945+497.4% | Added |
| Penserra Capital Management LLC | 1,171 | $131.0K | 0.00% | −1,686−59.0% | Reduced |
| Portland Hill Asset Management Ltd | 1,173 | $132.0K | 0.34% | 00.0% | Unchanged |
| Spire Wealth Management | 1,218 | $136.7K | 0.01% | −105−7.9% | Reduced |
| Sentry Investment Management LLC | 1,219 | $137.0K | 0.07% | −158−11.5% | Reduced |
| Lindbrook Capital, LLC | 1,226 | $137.6K | 0.02% | −34−2.7% | Reduced |
| First Horizon Advisors, Inc. | 1,231 | $138.1K | 0.01% | −57−4.4% | Reduced |
| Concord Wealth Partners | 1,290 | $144.8K | 0.03% | +1,181+1,083.5% | Added |
| Venturi Wealth Management, LLC | 1,528 | $171.5K | 0.01% | +1,528 | New |
| First Command Advisory Services, Inc. | 1,535 | $172.3K | 0.00% | +1,535 | New |
| Evermay Wealth Management LLC | 1,588 | $178.6K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,598 | $179.3K | 0.00% | −465−22.5% | Reduced |
| Tobam | 1,628 | $183.0K | 0.01% | +280+20.8% | Added |
| Tanglewood Legacy Advisors, LLC | 1,631 | $183.0K | 0.11% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,650 | $185.2K | 0.00% | −242−12.8% | Reduced |
| HBK Sorce Advisory LLC | 1,810 | $203.1K | 0.01% | −21−1.1% | Reduced |
| Journey Advisory Group, LLC | 1,813 | $203.5K | 0.03% | −75−4.0% | Reduced |
| PFG Advisors | 1,815 | $203.7K | 0.02% | +126+7.5% | Added |
| Empowered Funds, LLC | 1,831 | $205.5K | 0.01% | +340+22.8% | Added |
| United Bank | 1,838 | $206.3K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 1,838 | $206.3K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,841 | $206.6K | 0.04% | +1,841 | New |
| Moneta Group Investment Advisors LLC | 1,861 | $208.9K | 0.00% | −27−1.4% | Reduced |
| Eqis Capital Management, Inc. | 1,864 | $209.2K | 0.03% | −283−13.2% | Reduced |
| Essex Financial Services, Inc. | 1,886 | $211.6K | 0.02% | +299+18.8% | Added |
| Tectonic Advisors LLC | 1,890 | $212.1K | 0.02% | +1,890 | New |
| Certified Advisory Corp | 1,895 | $212.7K | 0.04% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 1,900 | $213.2K | 0.22% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,903 | $213.6K | 0.01% | −354−15.7% | Reduced |
| CoreFirst Bank & Trust | 1,904 | $213.7K | 0.15% | +43+2.3% | Added |
| Capital Asset Advisory Services LLC | 2,038 | $214.7K | 0.01% | −379−15.7% | Reduced |
| Crestwood Advisors Group LLC | 1,914 | $214.8K | 0.01% | +371+24.0% | Added |
| Jones Financial Companies LLLP | 1,920 | $215.5K | 0.00% | −137−6.7% | Reduced |
| WealthPlan Investment Management, LLC | 1,925 | $216.1K | 0.04% | +102+5.6% | Added |
| Peoples Financial Services Corp. | 1,940 | $217.7K | 0.10% | 00.0% | Unchanged |
| First National Bank | 1,945 | $218.3K | 0.19% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,952 | $219.1K | 0.01% | −95−4.6% | Reduced |
| Credit Agricole S A | 1,965 | $220.5K | 0.01% | +1,965 | New |
| City State Bank | 1,972 | $221.0K | 0.12% | −200−9.2% | Reduced |
| Hunter Associates Investment Management LLC | 1,973 | $221.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 1,970 | $221.0K | 0.03% | −721−26.8% | Reduced |
| Cetera Advisors LLC | 1,983 | $222.5K | 0.00% | −59−2.9% | Reduced |
| Sittner & Nelson, LLC | 1,984 | $222.6K | 0.13% | +2+0.1% | Added |
| Beaton Management Co. Inc. | 1,989 | $223.0K | 0.14% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $224.4K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,006 | $225.1K | 0.01% | +32+1.6% | Added |
| Fort, L.P. | 2,010 | $225.6K | 0.62% | +447+28.6% | Added |
| Pinnacle Associates Ltd | 2,020 | $226.7K | 0.00% | +97+5.0% | Added |
| Axxcess Wealth Management, LLC | 2,038 | $228.7K | 0.01% | +2,038 | New |
| Indiana Trust & Investment Management CO | 2,050 | $230.1K | 0.12% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,056 | $230.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,079 | $233.3K | 0.06% | −9−0.4% | Reduced |
| Bokf, NA | 2,237 | $233.6K | 0.01% | −96−4.1% | Reduced |
| Horan Capital Advisors, LLC. | 2,083 | $233.8K | 0.09% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,095 | $235.1K | 0.04% | −25−1.2% | Reduced |
| Whitener Capital Management, Inc. | 2,105 | $236.2K | 0.09% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,108 | $236.5K | 0.02% | +135+6.8% | Added |
| Washington Trust Co | 2,108 | $236.6K | 0.01% | −1,227−36.8% | Reduced |
| LGT Group Foundation | 2,127 | $237.0K | 0.01% | +2,127 | New |
| Welch Group, LLC | 2,114 | $237.3K | 0.01% | 00.0% | Unchanged |
| First County Bank | 2,120 | $237.9K | 0.12% | +50+2.4% | Added |
| White Pine Capital LLC | 2,125 | $238.5K | 0.10% | −50−2.3% | Reduced |
| Physicians Financial Services, Inc. | 2,129 | $239.0K | 0.10% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,132 | $239.3K | 0.21% | −752−26.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,156 | $241.9K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 2,164 | $242.8K | 0.00% | −490−18.5% | Reduced |
| Capstone Investment Advisors, LLC | 2,174 | $244.0K | 0.01% | +1,438+195.4% | Added |
| Apollon Wealth Management, LLC | 2,187 | $245.4K | 0.01% | −327−13.0% | Reduced |