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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 10,258 | $1.15M | 0.15% | +10,258 | New |
| Fort Washington Investment Advisors Inc | 10,430 | $1.17M | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 10,467 | $1.17M | 1.34% | −15−0.1% | Reduced |
| D.A. Davidson & Co. | 10,481 | $1.18M | 0.01% | +294+2.9% | Added |
| New Mexico Educational Retirement Board | 10,822 | $1.21M | 0.05% | +600+5.9% | Added |
| JustInvest LLC | 10,855 | $1.22M | 0.04% | +1,065+10.9% | Added |
| United Capital Financial Advisers, LLC | 10,896 | $1.22M | 0.01% | −651−5.6% | Reduced |
| First Republic Investment Management, Inc. | 10,943 | $1.23M | 0.00% | −569−4.9% | Reduced |
| Virtu Financial LLC | 10,999 | $1.23M | 0.12% | +10,999 | New |
| Aquila Investment Management LLC | 11,000 | $1.23M | 1.14% | +3,000+37.5% | Added |
| Norway Savings Bank | 11,160 | $1.25M | 0.62% | +755+7.3% | Added |
| Cornerstone National Bank & Trust Co | 11,217 | $1.26M | 0.77% | +11,217 | New |
| Claret Asset Management Corp | 11,259 | $1.26M | 0.25% | −27−0.2% | Reduced |
| Northwest & Ethical Investments L.P. | 11,335 | $1.27M | 0.04% | +11,335 | New |
| Goelzer Investment Management, Inc. | 11,458 | $1.29M | 0.09% | −644−5.3% | Reduced |
| MML Investors Services, LLC | 11,517 | $1.29M | 0.01% | −611−5.0% | Reduced |
| CIBC World Markets Corp | 11,534 | $1.29M | 0.01% | −22,901−66.5% | Reduced |
| 1st Source Bank | 11,574 | $1.30M | 0.09% | −628−5.1% | Reduced |
| Aigen Investment Management, LP | 11,610 | $1.30M | 0.25% | +11,610 | New |
| FORA Capital, LLC | 11,700 | $1.31M | 0.12% | +11,700 | New |
| Scotia Capital Inc. | 11,851 | $1.33M | 0.01% | +270+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 12,044 | $1.35M | 0.02% | +1,923+19.0% | Added |
| Tudor Investment Corp Et Al | 12,093 | $1.36M | 0.02% | +10,455+638.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 12,098 | $1.36M | 0.29% | −570−4.5% | Reduced |
| Cerity Partners LLC | 12,320 | $1.38M | 0.01% | −16,232−56.9% | Reduced |
| Silvant Capital Management LLC | 12,378 | $1.39M | 0.08% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 12,624 | $1.42M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 12,672 | $1.42M | 0.01% | −200−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,690 | $1.42M | 0.01% | −570−4.3% | Reduced |
| Sherbrooke Park Advisers LLC | 12,752 | $1.43M | 0.46% | +9,952+355.4% | Added |
| Gilman Hill Asset Management, LLC | 12,886 | $1.45M | 0.29% | +175+1.4% | Added |
| Louisiana State Employees Retirement System | 12,900 | $1.45M | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 12,946 | $1.45M | 0.17% | +12,946 | New |
| Wealth Enhancement Advisory Services, LLC | 13,013 | $1.46M | 0.00% | +13,013 | New |
| Metis Global Partners, LLC | 13,027 | $1.46M | 0.07% | +2,234+20.7% | Added |
| Dean Investment Associates, LLC | 13,422 | $1.51M | 0.25% | +3,046+29.4% | Added |
| Greatmark Investment Partners, Inc. | 13,810 | $1.55M | 0.27% | +365+2.7% | Added |
| Citizens & Northern Corp | 13,828 | $1.55M | 0.62% | +210+1.5% | Added |
| Dynamic Technology Lab Private Ltd | 13,965 | $1.57M | 0.16% | +7,403+112.8% | Added |
| Belpointe Asset Management LLC | 14,080 | $1.58M | 0.16% | +225+1.6% | Added |
| Ardent Capital Management, Inc. | 14,099 | $1.58M | 0.89% | +2,910+26.0% | Added |
| Crossmark Global Holdings, Inc. | 14,189 | $1.59M | 0.04% | −680−4.6% | Reduced |
| Hartford Investment Management Co | 14,245 | $1.60M | 0.06% | −401−2.7% | Reduced |
| LMCG Investments, LLC | 14,271 | $1.60M | 0.11% | +5,162+56.7% | Added |
| Tocqueville Asset Management L.P. | 14,338 | $1.61M | 0.03% | +66+0.5% | Added |
| River & Mercantile Asset Management LLP | 14,467 | $1.62M | 0.38% | −2,073−12.5% | Reduced |
| Quantinno Capital Management LP | 14,587 | $1.64M | 0.07% | −3,903−21.1% | Reduced |
| Welch & Forbes LLC | 14,621 | $1.64M | 0.03% | −788−5.1% | Reduced |
| Associated Banc-Corp | 14,649 | $1.64M | 0.06% | −235−1.6% | Reduced |
| First Western Trust Bank | 14,871 | $1.67M | 0.09% | −184−1.2% | Reduced |
| Securian Asset Management, Inc | 14,965 | $1.68M | 0.05% | −1,913−11.3% | Reduced |
| Investment Management Corp of Ontario | 15,041 | $1.69M | 0.07% | +4,556+43.5% | Added |
| Simplify Asset Management Inc. | 15,179 | $1.70M | 0.28% | −4,309−22.1% | Reduced |
| Quantbot Technologies LP | 15,412 | $1.73M | 0.12% | +15,412 | New |
| Envestnet Portfolio Solutions, Inc. | 15,535 | $1.74M | 0.01% | +15,535 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 15,625 | $1.75M | 0.04% | +9,110+139.8% | Added |
| Pathstone Family Office, LLC | 15,955 | $1.80M | 0.01% | +10,413+187.9% | Added |
| Maryland State Retirement & Pension System | 16,034 | $1.80M | 0.04% | 00.0% | Unchanged |
| Diametric Capital, LP | 16,081 | $1.80M | 0.75% | +12,545+354.8% | Added |
| South Dakota Investment Council | 16,088 | $1.80M | 0.04% | −3,100−16.2% | Reduced |
| Heritage Trust Co | 16,178 | $1.82M | 0.28% | −142−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 16,292 | $1.83M | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 16,403 | $1.84M | 0.00% | +986+6.4% | Added |
| United Asset Strategies, Inc. | 16,552 | $1.86M | 0.24% | −691−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,581 | $1.86M | 0.03% | +1,019+6.5% | Added |
| Pacer Advisors, Inc. | 16,625 | $1.87M | 0.01% | +197+1.2% | Added |
| Desjardins Global Asset Management Inc. | 16,642 | $1.87M | 0.20% | +10,252+160.4% | Added |
| STRS Ohio | 16,679 | $1.87M | 0.01% | −767−4.4% | Reduced |
| CIBC Private Wealth Group, LLC | 16,765 | $1.88M | 0.00% | −3,011−15.2% | Reduced |
| Ethic Inc. | 16,791 | $1.88M | 0.07% | +3,797+29.2% | Added |
| Eagle Asset Management Inc | 16,815 | $1.89M | 0.01% | −29,556−63.7% | Reduced |
| Kentucky Retirement Systems | 17,043 | $1.91M | 0.07% | +274+1.6% | Added |
| Banque Cantonale Vaudoise | 17,094 | $1.92M | 0.10% | +4,690+37.8% | Added |
| Wakefield Asset Management LLLP | 17,182 | $1.93M | 0.87% | −1,247−6.8% | Reduced |
| Element Capital Management LLC | 17,214 | $1.93M | 0.17% | −10,251−37.3% | Reduced |
| Simmons Bank | 17,419 | $1.95M | 0.17% | −1,200−6.4% | Reduced |
| Endurant Capital Management LP | 17,479 | $1.96M | 1.76% | +17,479 | New |
| Elo Mutual Pension Insurance Co | 17,520 | $1.97M | 0.06% | +255+1.5% | Added |
| Swedbank AB | 17,543 | $1.97M | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 17,682 | $1.98M | 0.00% | −720,947−97.6% | Reduced |
| Round Hill Asset Management | 17,839 | $2.00M | 1.32% | −460−2.5% | Reduced |
| Anchor Investment Management, LLC | 17,931 | $2.01M | 0.26% | −87−0.5% | Reduced |
| Ossiam | 18,184 | $2.04M | 0.04% | −3,628−16.6% | Reduced |
| DCF Advisers, LLC | 18,397 | $2.06M | 1.44% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 18,496 | $2.08M | 0.76% | −140−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,515 | $2.08M | 0.03% | +108+0.6% | Added |
| Shay Capital LLC | 18,750 | $2.10M | 0.62% | +9,750+108.3% | Added |
| Teachers Retirement System of the State of Kentucky | 18,891 | $2.12M | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 18,913 | $2.12M | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,154 | $2.15M | 0.01% | −1,328−6.5% | Reduced |
| 1832 Asset Management L.P. | 19,155 | $2.15M | 0.00% | +19,155 | New |
| Glenmede Trust Co NA | 19,438 | $2.18M | 0.01% | −6,955−26.4% | Reduced |
| M&T Bank Corp | 19,516 | $2.19M | 0.01% | −5,003−20.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,539 | $2.19M | 0.01% | +560+3.0% | Added |
| Orser Capital Management, LLC | 19,710 | $2.21M | 2.23% | +19,710 | New |
| Gulf International Bank (UK) Ltd | 20,082 | $2.25M | 0.06% | −1,912−8.7% | Reduced |
| Wesbanco Bank Inc | 20,315 | $2.28M | 0.10% | −2,150−9.6% | Reduced |
| Martingale Asset Management L P | 20,337 | $2.28M | 0.05% | −186−0.9% | Reduced |
| Oppenheimer & Co Inc | 20,350 | $2.28M | 0.05% | −2,238−9.9% | Reduced |
| Atria Wealth Solutions, Inc. | 20,566 | $2.31M | 0.03% | +1,144+5.9% | Added |