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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 3,552 | $398.6K | 0.01% | −9,230−72.2% | Reduced |
| SG Americas Securities, LLC | 3,584 | $402.0K | 0.01% | −9,657−72.9% | Reduced |
| Cambridge Trust Co | 3,589 | $402.8K | 0.02% | +49+1.4% | Added |
| Chemung Canal Trust Co | 3,598 | $403.8K | 0.09% | −30,238−89.4% | Reduced |
| Resonant Capital Advisors, LLC | 3,610 | $406.0K | 0.04% | +236+7.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,625 | $406.0K | 0.42% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,648 | $409.4K | 0.01% | +414+12.8% | Added |
| Probity Advisors, Inc. | 3,650 | $409.6K | 0.09% | −88−2.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,651 | $409.7K | 0.02% | −80−2.1% | Reduced |
| Estabrook Capital Management | 3,680 | $413.0K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 3,680 | $413.0K | 0.06% | +3,680 | New |
| Humankind Investments LLC | 3,683 | $413.3K | 0.17% | +411+12.6% | Added |
| Ieq Capital, LLC | 3,707 | $416.0K | 0.01% | +1,855+100.2% | Added |
| Community Bank, N.A. | 3,714 | $416.8K | 0.06% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 3,748 | $420.6K | 0.01% | +3,748 | New |
| Choate Investment Advisors | 3,771 | $423.2K | 0.02% | +25+0.7% | Added |
| Whittier Trust Co | 3,773 | $423.4K | 0.01% | −155−3.9% | Reduced |
| Intrust Bank NA | 3,788 | $425.1K | 0.05% | +109+3.0% | Added |
| Ballentine Partners, LLC | 3,816 | $428.2K | 0.01% | −3−0.1% | Reduced |
| Aristotle Capital Management, LLC | 3,833 | $430.1K | 0.00% | 00.0% | Unchanged |
| Janney Capital Management LLC | 3,861 | $433.0K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,865 | $433.8K | 0.00% | +40+1.0% | Added |
| Israel Discount Bank of New York | 3,874 | $434.7K | 0.36% | −2−0.1% | Reduced |
| Financial Network Wealth Management LLC | 3,926 | $438.0K | 0.21% | +73+1.9% | Added |
| Pointe Capital Management LLC | 3,912 | $439.0K | 0.34% | +12+0.3% | Added |
| Avantax Advisory Services, Inc. | 3,940 | $442.2K | 0.00% | +363+10.1% | Added |
| Kingsview Wealth Management, LLC | 3,944 | $442.6K | 0.02% | −128−3.1% | Reduced |
| Flputnam Investment Management Co | 3,959 | $444.3K | 0.01% | −104−2.6% | Reduced |
| Connecticut Wealth Management, LLC | 3,960 | $444.4K | 0.03% | +3,960 | New |
| Cohen Lawrence B | 4,000 | $448.9K | 0.30% | −125−3.0% | Reduced |
| Guyasuta Investment Advisors Inc | 4,044 | $453.8K | 0.04% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,054 | $454.9K | 0.40% | +599+17.3% | Added |
| Ci Investments Inc. | 4,066 | $456.0K | 0.00% | −608−13.0% | Reduced |
| Kovack Advisors, Inc. | 4,091 | $459.0K | 0.06% | −162−3.8% | Reduced |
| Vident Advisory, LLC | 4,126 | $463.0K | 0.01% | +4,126 | New |
| Ferguson Wellman Capital Management, Inc | 4,156 | $466.4K | 0.01% | −60−1.4% | Reduced |
| Duncker Streett & Co Inc | 4,166 | $467.5K | 0.11% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,196 | $470.9K | 0.12% | +120+2.9% | Added |
| Snowden Capital Advisors LLC | 4,199 | $471.2K | 0.02% | −3,166−43.0% | Reduced |
| Vestcor Inc | 4,233 | $475.0K | 0.02% | −718−14.5% | Reduced |
| QRG Capital Management, Inc. | 4,237 | $475.5K | 0.01% | +4,237 | New |
| ELCO Management Co., LLC | 4,239 | $475.7K | 0.34% | +35+0.8% | Added |
| Schechter Investment Advisors, LLC | 4,241 | $475.9K | 0.05% | +752+21.6% | Added |
| Cim Investment Mangement Inc | 4,261 | $478.2K | 0.18% | −103−2.4% | Reduced |
| Intech Investment Management LLC | 4,281 | $480.4K | 0.01% | −4,233−49.7% | Reduced |
| Western Wealth Management, LLC | 4,284 | $480.8K | 0.04% | +4,284 | New |
| Atlas Capital Advisors LLC | 4,299 | $482.4K | 0.08% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 4,300 | $482.5K | 0.01% | −34,166−88.8% | Reduced |
| Impax Asset Management Group plc | 4,304 | $483.0K | 0.00% | −400−8.5% | Reduced |
| David Loasby | 4,422 | $485.0K | 0.05% | +1,394+46.0% | Added |
| Massmutual Trust Co FSB | 4,350 | $488.2K | 0.02% | −271−5.9% | Reduced |
| Pflug Koory, LLC | 4,363 | $489.6K | 0.28% | −500−10.3% | Reduced |
| Bessemer Group Inc | 4,393 | $493.0K | 0.00% | −187−4.1% | Reduced |
| Oak Thistle LLC | 4,401 | $493.9K | 0.15% | +4,401 | New |
| Fox Run Management, L.L.C. | 4,406 | $494.4K | 0.15% | +4,406 | New |
| McMorgan & Co LLC | 4,428 | $496.9K | 0.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,441 | $498.0K | 0.04% | +2,923+192.6% | Added |
| Courier Capital LLC | 4,454 | $499.8K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,492 | $504.1K | 0.01% | +83+1.9% | Added |
| LaFleur & Godfrey LLC | 4,560 | $511.7K | 0.08% | −16−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 4,568 | $512.6K | 0.02% | +91+2.0% | Added |
| Highline Wealth Partners LLC | 4,635 | $520.1K | 0.32% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 4,673 | $524.4K | 0.00% | +4,673 | New |
| Ashton Thomas Private Wealth, LLC | 4,680 | $525.2K | 0.04% | −2,632−36.0% | Reduced |
| Vontobel Holding Ltd. | 4,720 | $529.7K | 0.00% | +183+4.0% | Added |
| MainStreet Investment Advisors LLC | 4,750 | $533.0K | 0.06% | −199−4.0% | Reduced |
| First Eagle Investment Management, LLC | 4,766 | $534.8K | 0.00% | +963+25.3% | Added |
| Dorsey & Whitney Trust CO LLC | 4,812 | $540.0K | 0.05% | +304+6.7% | Added |
| Knights of Columbus Asset Advisors LLC | 4,835 | $542.6K | 0.05% | +2,203+83.7% | Added |
| Clifford Swan Investment Counsel LLC | 4,863 | $545.7K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,900 | $549.0K | 0.02% | −3,451−41.3% | Reduced |
| SYSTM Wealth Solutions LLC | 4,895 | $549.3K | 0.08% | −524−9.7% | Reduced |
| HRT Financial LP | 4,920 | $552.0K | 0.01% | +4,920 | New |
| Wetherby Asset Management Inc | 4,930 | $553.2K | 0.03% | −75−1.5% | Reduced |
| Karpas Strategies, LLC | 4,960 | $556.6K | 0.20% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 5,052 | $567.0K | 0.01% | +14+0.3% | Added |
| Prelude Capital Management, LLC | 5,156 | $578.6K | 0.05% | +5,156 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,160 | $579.1K | 0.11% | −15−0.3% | Reduced |
| Qtron Investments LLC | 5,190 | $582.4K | 0.11% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,203 | $583.9K | 0.01% | −50−1.0% | Reduced |
| BLB&B Advisors, LLC | 5,218 | $585.6K | 0.04% | −35−0.7% | Reduced |
| Advisor Partners II, LLC | 5,242 | $588.3K | 0.02% | +272+5.5% | Added |
| Kornitzer Capital Management Inc | 5,304 | $595.2K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,319 | $596.9K | 0.35% | +5,319 | New |
| RSM US Wealth Management LLC | 5,332 | $598.3K | 0.02% | −65−1.2% | Reduced |
| Capital Insight Partners, LLC | 5,372 | $602.8K | 0.14% | +468+9.5% | Added |
| Busey Wealth Management | 5,384 | $604.2K | 0.03% | −8−0.1% | Reduced |
| Granite Bay Wealth Management, LLC | 4,788 | $615.0K | 0.01% | +4,788 | New |
| Glenview Trust Co | 5,564 | $624.4K | 0.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,594 | $628.0K | 0.18% | +5,594 | New |
| Wolverine Trading, LLC | 5,649 | $633.9K | 0.01% | +5,649 | New |
| Cubic Asset Management, LLC | 5,655 | $634.6K | 0.17% | −610−9.7% | Reduced |
| Boltwood Capital Management | 5,691 | $638.6K | 0.24% | −100−1.7% | Reduced |
| Umb Bank N A | 5,703 | $640.0K | 0.01% | +30+0.5% | Added |
| Fisher Asset Management, LLC | 5,709 | $640.7K | 0.00% | −20.0% | Reduced |
| Neo Ivy Capital Management | 5,712 | $641.0K | 0.28% | +5,712 | New |
| Culbertson A N & Co Inc | 5,748 | $645.0K | 0.13% | −260−4.3% | Reduced |
| Highlander Capital Management, LLC | 5,796 | $650.0K | 0.26% | 00.0% | Unchanged |
| Burns J W & Co Inc | 5,799 | $650.8K | 0.11% | 00.0% | Unchanged |
| MQS Management LLC | 5,811 | $652.1K | 0.40% | +5,811 | New |