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 |
|---|---|---|---|---|---|
| L & S Advisors Inc | – | $245.8K | 0.04% | – | – |
| Allegheny Financial Group LTD | 2,196 | $246.5K | 0.09% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,198 | $247.0K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 2,224 | $249.6K | 0.06% | −385−14.8% | Reduced |
| Savant Capital, LLC | 2,229 | $250.1K | 0.00% | −170−7.1% | Reduced |
| Kanawha Capital Management LLC | 2,231 | $250.4K | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 2,233 | $250.6K | 0.03% | +2,233 | New |
| Basepoint Wealth LLC | 2,234 | $250.7K | 0.20% | −13−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,236 | $251.0K | 0.03% | −298−11.8% | Reduced |
| Gateway Investment Advisers LLC | 2,237 | $251.0K | 0.00% | −90−3.9% | Reduced |
| Cigna Investments Inc | 2,245 | $252.0K | 0.06% | −286−11.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,248 | $252.3K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,272 | $255.0K | 0.06% | +100+4.6% | Added |
| Pitcairn Co | 2,300 | $258.1K | 0.02% | +284+14.1% | Added |
| Global Retirement Partners, LLC | 2,360 | $258.9K | 0.01% | −159−6.3% | Reduced |
| Rossmore Private Capital | 2,310 | $259.2K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,323 | $260.7K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,332 | $262.0K | 0.01% | −427−15.5% | Reduced |
| Radnor Capital Management, LLC | 2,341 | $263.0K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,357 | $264.5K | 0.21% | −123−5.0% | Reduced |
| Summit Global Investments | 2,369 | $266.0K | 0.02% | −250−9.5% | Reduced |
| Independent Financial Group, LLC | 2,393 | $268.6K | 0.02% | +504+26.7% | Added |
| WealthShield Partners, LLC | 2,395 | $269.4K | 0.04% | +40+1.7% | Added |
| Ameritas Investment Partners, Inc. | 2,412 | $270.7K | 0.01% | −121−4.8% | Reduced |
| Trust Asset Management LLC | 2,417 | $271.2K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,438 | $273.6K | 0.25% | −58−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 2,470 | $277.2K | 0.00% | −243−9.0% | Reduced |
| Sawtooth Solutions, LLC | 2,489 | $279.3K | 0.01% | −730−22.7% | Reduced |
| Bleakley Financial Group, LLC | 2,489 | $279.3K | 0.01% | −730−22.7% | Reduced |
| Shelton Wealth Management, LLC | 2,492 | $279.7K | 0.22% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,498 | $280.3K | 0.03% | +99+4.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $280.6K | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,523 | $283.2K | 0.01% | −456−15.3% | Reduced |
| C M Bidwell & Associates Ltd | 2,539 | $284.9K | 0.22% | +1,796+241.7% | Added |
| Westhampton Capital, LLC | 2,545 | $285.6K | 0.18% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,565 | $288.0K | 0.02% | −405−13.6% | Reduced |
| HB Wealth Management, LLC | 2,583 | $289.9K | 0.00% | −163−5.9% | Reduced |
| Old National Bancorp | 2,600 | $291.8K | 0.01% | −198−7.1% | Reduced |
| Moors & Cabot, Inc. | 2,607 | $292.6K | 0.02% | −20−0.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,612 | $293.1K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,625 | $294.5K | 0.02% | +97+3.8% | Added |
| Brown, Lisle/Cummings, Inc. | 2,625 | $294.6K | 0.13% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,802 | $294.7K | 0.02% | +138+5.2% | Added |
| Benjamin Edwards Inc | 2,659 | $298.0K | 0.07% | −629−19.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,659 | $298.4K | 0.22% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,667 | $299.3K | 0.11% | −3−0.1% | Reduced |
| Coldstream Capital Management Inc | 2,672 | $299.9K | 0.01% | +303+12.8% | Added |
| Duality Advisers, LP | 2,680 | $300.8K | 0.04% | +2,680 | New |
| Chatham Capital Group, Inc. | 2,683 | $301.1K | 0.07% | 00.0% | Unchanged |
| Field & Main Bank | 2,695 | $302.4K | 0.14% | +1,720+176.4% | Added |
| Driehaus Capital Management LLC | 2,696 | $302.5K | 0.00% | +2,696 | New |
| Axq Capital, LP | 2,700 | $303.0K | 0.11% | +2,700 | New |
| Cape Cod Five Cents Savings Bank | 2,720 | $305.2K | 0.02% | +1,125+70.5% | Added |
| Legacy Capital Group California, Inc. | 2,735 | $306.9K | 0.13% | +494+22.0% | Added |
| Boston Family Office LLC | 2,741 | $308.0K | 0.03% | +50+1.9% | Added |
| Lee Danner & Bass Inc | 2,751 | $309.0K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,758 | $309.5K | 0.03% | +236+9.4% | Added |
| IFP Advisors, Inc | 2,763 | $310.1K | 0.01% | +469+20.4% | Added |
| Ironwood Financial, llc | 2,777 | $311.6K | 0.08% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,785 | $312.5K | 0.01% | −50−1.8% | Reduced |
| Leonteq Securities AG | 2,792 | $313.3K | 0.03% | +1,889+209.2% | Added |
| Canandaigua National Bank & Trust Co | 2,815 | $315.9K | 0.05% | −44−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,823 | $316.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,825 | $317.0K | 0.00% | −395−12.3% | Reduced |
| AIA Group Ltd | 2,832 | $317.8K | 0.02% | +81+2.9% | Added |
| Lakewood Asset Management LLC | 2,837 | $318.4K | 0.26% | +52+1.9% | Added |
| Maven Securities LTD | 2,856 | $320.5K | 0.04% | +2,856 | New |
| Horizon Investments, LLC | 2,863 | $321.3K | 0.01% | −123−4.1% | Reduced |
| Foster & Motley Inc | 2,882 | $323.0K | 0.03% | +2,882 | New |
| Hourglass Capital, LLC | 2,900 | $325.4K | 0.11% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,988 | $335.3K | 0.05% | +271+10.0% | Added |
| Contravisory Investment Management, Inc. | 2,997 | $336.3K | 0.10% | +2,997 | New |
| Berkshire Bank | 3,090 | $346.8K | 0.10% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,091 | $346.9K | 0.07% | +6+0.2% | Added |
| Sutton Wealth Advisors Inc. | 3,095 | $347.3K | 0.17% | +31+1.0% | Added |
| AE Wealth Management LLC | 3,125 | $350.7K | 0.00% | −12,490−80.0% | Reduced |
| UniSuper Management Pty Ltd | 3,132 | $351.5K | 0.00% | −375−10.7% | Reduced |
| First National Bank & Trust Co of Newtown | 3,147 | $353.1K | 0.08% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 3,187 | $357.7K | 0.34% | −2,646−45.4% | Reduced |
| Personal Cfo Solutions, LLC | 3,194 | $358.5K | 0.07% | +21+0.7% | Added |
| Haverford Trust Co | 3,208 | $360.0K | 0.00% | −250−7.2% | Reduced |
| Profund Advisors LLC | 3,209 | $360.1K | 0.02% | −8−0.2% | Reduced |
| Altfest L J & Co Inc | 3,213 | $361.0K | 0.06% | +22+0.7% | Added |
| Financial Advisory Corp | 3,236 | $363.0K | 0.17% | −286−8.1% | Reduced |
| GTS Securities LLC | 3,254 | $365.2K | 0.01% | −4,476−57.9% | Reduced |
| Diligent Investors, LLC | 3,254 | $365.2K | 0.11% | 00.0% | Unchanged |
| Wahed Invest LLC | 3,270 | $367.0K | 0.12% | +260+8.6% | Added |
| Park Edge Advisors, LLC | 3,271 | $367.1K | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,273 | $368.0K | 0.01% | −91−2.7% | Reduced |
| North Star Asset Management Inc | 3,309 | $371.3K | 0.02% | +75+2.3% | Added |
| Community Bank & Trust, Waco, Texas | 3,572 | $373.0K | 0.13% | −1,799−33.5% | Reduced |
| Evercore Wealth Management, LLC | 3,342 | $375.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,379 | $379.2K | 0.01% | −221−6.1% | Reduced |
| Meridian Investment Counsel Inc. | 3,398 | $381.3K | 0.14% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,430 | $384.9K | 0.08% | +1,050+44.1% | Added |
| Neville Rodie & Shaw Inc | 3,494 | $392.0K | 0.03% | −6−0.2% | Reduced |
| V-Square Quantitative Management LLC | 3,497 | $392.4K | 0.17% | +1,736+98.6% | Added |
| Bartlett & Co. Wealth Management LLC | 3,492 | $392.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,492 | $393.0K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,534 | $396.6K | 0.03% | 00.0% | Unchanged |