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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 5,850 | $656.5K | 0.02% | +1,578+36.9% | Added |
| Advisors Asset Management, Inc. | 5,855 | $657.0K | 0.01% | +5,855 | New |
| Everence Capital Management Inc | 5,900 | $662.0K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,355 | $666.1K | 0.01% | −32,571−83.7% | Reduced |
| Graham Capital Management, L.P. | 5,951 | $667.8K | 0.02% | +4,365+275.2% | Added |
| TD Private Client Wealth LLC | 6,034 | $677.1K | 0.03% | −1,216−16.8% | Reduced |
| Davenport & Co LLC | 6,085 | $682.9K | 0.01% | +428+7.6% | Added |
| Advisory Services Network, LLC | 6,109 | $685.5K | 0.02% | +1,083+21.5% | Added |
| NBT Bank N A | 6,161 | $691.4K | 0.07% | +107+1.8% | Added |
| Kestra Advisory Services, LLC | 6,188 | $694.4K | 0.01% | +820+15.3% | Added |
| Regions Financial Corp | 6,204 | $696.2K | 0.01% | −331−5.1% | Reduced |
| Trust Co of Toledo NA | 6,276 | $704.3K | 0.14% | +13+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 6,268 | $704.9K | 0.05% | −195−3.0% | Reduced |
| Greenleaf Trust | 6,379 | $715.9K | 0.01% | −469−6.8% | Reduced |
| SeaCrest Wealth Management, LLC | 6,525 | $732.3K | 0.10% | −30.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,566 | $736.8K | 0.61% | −6,349−49.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,595 | $740.1K | 0.02% | +16+0.2% | Added |
| Colony Group LLC | 6,675 | $749.0K | 0.01% | −23,840−78.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,692 | $751.0K | 0.05% | +1,161+21.0% | Added |
| Ar Asset Management Inc | 6,700 | $752.0K | 0.21% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 6,707 | $752.7K | 0.36% | −650−8.8% | Reduced |
| C2C Wealth Management, LLC | 6,774 | $755.7K | 0.11% | −500−6.9% | Reduced |
| Mill Capital Management, LLC | 6,761 | $758.7K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 6,796 | $762.6K | 0.01% | −100−1.5% | Reduced |
| Azzad Asset Management Inc | 6,827 | $766.1K | 0.11% | +1,495+28.0% | Added |
| Vinva Investment Management Ltd | 6,817 | $766.6K | 0.07% | −1,164−14.6% | Reduced |
| Nicolet Bankshares Inc | 6,862 | $770.1K | 0.24% | −3,782−35.5% | Reduced |
| Daymark Wealth Partners, LLC | 6,887 | $772.9K | 0.05% | +4,030+141.1% | Added |
| Toews Corp | 6,900 | $774.3K | 0.47% | +6,900 | New |
| Bryn Mawr Trust Co | 6,967 | $781.8K | 0.03% | +59+0.9% | Added |
| First Hawaiian Bank | 7,020 | $787.8K | 0.03% | +296+4.4% | Added |
| Campbell & CO Investment Adviser LLC | 7,043 | $790.4K | 0.09% | +1,860+35.9% | Added |
| Empirical Finance, LLC | 7,197 | $807.6K | 0.06% | +659+10.1% | Added |
| Brinker Capital Investments, LLC | 7,259 | $814.6K | 0.01% | −620−7.9% | Reduced |
| Orion Portfolio Solutions, LLC | 7,259 | $814.6K | 0.01% | −620−7.9% | Reduced |
| Quantitative Investment Management, LLC | 7,282 | $817.0K | 0.13% | +7,282 | New |
| Cary Street Partners Asset Management LLC | 7,290 | $818.1K | 0.15% | +958+15.1% | Added |
| Dark Forest Capital Management LP | 7,302 | $819.4K | 0.07% | +7,302 | New |
| Wealthfront Advisers LLC | 7,330 | $822.6K | 0.00% | −1,042−12.4% | Reduced |
| CIBC World Markets Inc. | 7,385 | $829.0K | 0.00% | +249+3.5% | Added |
| GWM Advisors LLC | 7,431 | $833.9K | 0.01% | −1,605−17.8% | Reduced |
| Grace & White Inc | 7,500 | $841.6K | 0.16% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,576 | $850.2K | 0.01% | +7,576 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,609 | $853.9K | 0.07% | +122+1.6% | Added |
| Monograph Wealth Advisors, LLC | 7,614 | $856.3K | 0.17% | +7,614 | New |
| HM Payson & Co | 7,637 | $857.0K | 0.02% | +1,046+15.9% | Added |
| CWM, LLC | 7,780 | $873.0K | 0.01% | −353−4.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,898 | $886.4K | 0.39% | −98−1.2% | Reduced |
| Crawford Investment Counsel Inc | 7,942 | $891.3K | 0.02% | −130−1.6% | Reduced |
| St. Louis Trust Co | 7,954 | $892.6K | 0.17% | 00.0% | Unchanged |
| Dean Capital Management | 7,960 | $893.3K | 0.67% | +7,960 | New |
| Oppenheimer Asset Management Inc. | 8,039 | $902.1K | 0.01% | −404−4.8% | Reduced |
| Veriti Management LLC | 8,064 | $904.9K | 0.10% | −361−4.3% | Reduced |
| Norinchukin Bank, The | 8,121 | $911.3K | 0.02% | −9,533−54.0% | Reduced |
| Cornercap Investment Counsel Inc | 8,243 | $925.0K | 0.17% | +8,243 | New |
| Modera Wealth Management, LLC | 8,249 | $925.7K | 0.02% | −248−2.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,280 | $929.2K | 0.12% | +881+11.9% | Added |
| Bradley Foster & Sargent Inc | 6,452 | $939.4K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,401 | $942.8K | 0.04% | −48,246−85.2% | Reduced |
| Bahl & Gaynor Inc | 8,432 | $946.2K | 0.01% | −262−3.0% | Reduced |
| Meridian Wealth Management, LLC | 8,484 | $952.1K | 0.06% | −35−0.4% | Reduced |
| Centiva Capital, LP | 8,488 | $952.5K | 0.05% | +8,488 | New |
| Northwestern Mutual Wealth Management Co | 8,545 | $958.9K | 0.00% | −292−3.3% | Reduced |
| HMS Capital Management, LLC | 8,551 | $959.6K | 0.64% | +931+12.2% | Added |
| Tower Research Capital LLC (TRC) | 8,558 | $960.4K | 0.03% | +662+8.4% | Added |
| Cary Street Partner Investment Advisory LLC | 8,587 | $963.6K | 0.05% | +7,148+496.7% | Added |
| Roberts Glore & Co Inc | 8,643 | $969.9K | 0.32% | −10−0.1% | Reduced |
| Metropolitan Life Insurance Co | 8,644 | $970.0K | 0.05% | −444−4.9% | Reduced |
| Girard Partners Ltd. | 8,658 | $971.6K | 0.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,710 | $977.0K | 0.00% | −1,087−11.1% | Reduced |
| LMR Partners LLP | 8,709 | $977.3K | 0.02% | +8,709 | New |
| Farmers & Merchants Investments Inc | 8,785 | $985.9K | 0.04% | +6,725+326.5% | Added |
| Raymond James Trust N.A. | 8,877 | $996.2K | 0.03% | −10,991−55.3% | Reduced |
| Tiaa Trust, National Association | 8,993 | $1.01M | 0.00% | +8,993 | New |
| Keybank National Association | 9,137 | $1.03M | 0.00% | −76−0.8% | Reduced |
| Rice Hall James & Associates, LLC | 9,159 | $1.03M | 0.07% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 9,875 | $1.04M | 0.34% | +520+5.6% | Added |
| Park Avenue Securities LLC | 9,293 | $1.04M | 0.02% | +9,293 | New |
| Inceptionr LLC | 9,395 | $1.05M | 0.60% | +9,395 | New |
| Fiduciary Trust Co | 9,433 | $1.06M | 0.02% | −360−3.7% | Reduced |
| Private Advisor Group, LLC | 9,446 | $1.06M | 0.01% | −29−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 9,478 | $1.06M | 0.02% | −252−2.6% | Reduced |
| River Wealth Advisors LLC | 9,537 | $1.07M | 0.19% | −2,083−17.9% | Reduced |
| Waldron Private Wealth LLC | 9,540 | $1.07M | 0.06% | +43+0.5% | Added |
| Ostrum Asset Management | 9,563 | $1.07M | 0.10% | +1,935+25.4% | Added |
| E. Ohman J:or Asset Management AB | 9,600 | $1.08M | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,605 | $1.08M | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,661 | $1.08M | 0.32% | −286−2.9% | Reduced |
| Legal Advantage Investments, Inc. | 9,739 | $1.09M | 0.78% | 00.0% | Unchanged |
| United Bank | 9,796 | $1.10M | 0.66% | +281+3.0% | Added |
| Independence Bank of Kentucky | 9,904 | $1.11M | 0.47% | −418−4.0% | Reduced |
| Romano Brothers and Company | 9,914 | $1.11M | 0.17% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,970 | $1.12M | 0.01% | −2,359−19.1% | Reduced |
| Missouri Trust & Investment Co | 10,066 | $1.13M | 0.51% | −170−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 10,077 | $1.13M | 0.01% | +1,959+24.1% | Added |
| Two Sigma Investments, LP | 10,100 | $1.13M | 0.00% | −148,367−93.6% | Reduced |
| Rothschild Investment Corp | 10,141 | $1.14M | 0.10% | +300+3.0% | Added |
| Boston Private Wealth LLC | 10,146 | $1.14M | 0.03% | +498+5.2% | Added |
| Argent Trust Co | 10,241 | $1.15M | 0.06% | +389+3.9% | Added |
| Studio Investment Management LLC | 10,235 | $1.15M | 0.32% | −2,840−21.7% | Reduced |