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Livermore
ZHEN

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.

Institutional holdersQ3 2023: 1,019 institutions
Q1 2021: 1,031 institutionsQ2 2021: 1,018 institutionsQ3 2021: 985 institutionsQ4 2021: 999 institutionsQ1 2022: 979 institutionsQ2 2022: 958 institutionsQ3 2022: 921 institutionsQ4 2022: 979 institutionsQ1 2023: 998 institutionsQ2 2023: 1,034 institutionsQ3 2023: 1,019 institutionsQ4 2023: 1,034 institutionsQ1 2024: 1,015 institutionsQ2 2024: 1,012 institutionsQ3 2024: 989 institutionsQ4 2024: 1,033 institutionsQ1 2025: 1,006 institutionsQ2 2025: 939 institutionsQ3 2025: 970 institutionsQ4 2025: 950 institutionsQ1 2026: 919 institutionsQ2 2026: 913 institutions
Value heldQ3 2023: $20.6B
Q1 2021: $29.9BQ2 2021: $30.1BQ3 2021: $27.3BQ4 2021: $23.7BQ1 2022: $24.4BQ2 2022: $19.8BQ3 2022: $19.6BQ4 2022: $23.8BQ1 2023: $23.9BQ2 2023: $26.9BQ3 2023: $20.6BQ4 2023: $22.2BQ1 2024: $24.5BQ2 2024: $20.2BQ3 2024: $19.6BQ4 2024: $19.3BQ1 2025: $21.0BQ2 2025: $17.6BQ3 2025: $18.9BQ4 2025: $17.9BQ1 2026: $17.4BQ2 2026: $17.1B
Institutions holding ZBH and their total value by quarter
QuarterHoldersValue
Q2 2026913$17.1B
Q1 2026919$17.4B
Q4 2025950$17.9B
Q3 2025970$18.9B
Q2 2025939$17.6B
Q1 20251,006$21.0B
Q4 20241,033$19.3B
Q3 2024989$19.6B
Q2 20241,012$20.2B
Q1 20241,015$24.5B
Q4 20231,034$22.2B
Q3 20231,019$20.6B
Q2 20231,034$26.9B
Q1 2023998$23.9B
Q4 2022979$23.8B
Q3 2022921$19.6B
Q2 2022958$19.8B
Q1 2022979$24.4B
Q4 2021999$23.7B
Q3 2021985$27.3B
Q2 20211,018$30.1B
Q1 20211,031$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.

Institutions holding ZBH in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Valley National Advisers Inc168$19.0K0.00%+20+13.5%Added
JJJ Advisors Inc.167$18.7K0.00%+167New
Tortoise Investment Management, LLC165$18.5K0.00%00.0%Unchanged
MV Capital Management, Inc.161$18.1K0.00%+20+14.2%Added
Financial Connections Group, Inc.169$18.0K0.02%00.0%Unchanged
Montag A & Associates Inc160$18.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora160$18.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC153$17.2K0.00%−12−7.3%Reduced
Winch Advisory Services, LLC150$17.0K0.01%00.0%Unchanged
Headinvest, LLC150$16.7K0.00%+150New
Operose Advisors LLC147$16.5K0.01%+107+267.5%Added
First Personal Financial Services146$16.4K0.00%00.0%Unchanged
Key Financial Inc143$16.0K0.01%00.0%Unchanged
Addison Advisors LLC140$15.7K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC136$15.3K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC135$15.2K0.00%−50−27.0%Reduced
Legacy Bridge, LLC135$15.2K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC133$15.0K0.00%−4−2.9%Reduced
Paloma Partners Management Co133$14.9K0.00%+133New
Bogart Wealth, LLC133$14.9K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP127$14.3K0.00%+7+5.8%Added
AlphaMark Advisors, LLC125$14.0K0.01%00.0%Unchanged
Riverview Trust Co123$13.8K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.120$13.5K0.00%00.0%Unchanged
Coston, McIsaac & Partners124$13.0K0.00%−32−20.5%Reduced
Mendota Financial Group, LLC115$12.9K0.01%00.0%Unchanged
Johnson Financial Group, Inc.113$12.7K0.00%00.0%Unchanged
Center for Financial Planning, Inc.110$12.3K0.00%00.0%Unchanged
Financial Perspectives, Inc105$11.8K0.01%00.0%Unchanged
Baystate Wealth Management LLC103$11.6K0.00%−4−3.7%Reduced
Tradewinds Capital Management, LLC102$11.4K0.00%+1+1.0%Added
NVWM, LLC100$11.2K0.00%00.0%Unchanged
WFA of San Diego, LLC100$11.2K0.01%00.0%Unchanged
WR Wealth Planners, LLC100$11.2K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$11.2K0.00%00.0%Unchanged
Kessler Investment Group, LLC96$10.8K0.01%00.0%Unchanged
South State Corp.94$10.5K0.00%−66−41.3%Reduced
Annis Gardner Whiting Capital Advisors, LLC93$10.5K0.01%+93New
Marquette Asset Management, LLC92$10.3K0.00%00.0%Unchanged
Hexagon Capital Partners LLC90$10.1K0.00%−4−4.3%Reduced
Earnest Partners LLC90$10.1K0.00%00.0%Unchanged
Hanson & Doremus Investment Management90$10.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P86$10.0K0.00%+48+126.3%Added
Bell Investment Advisors, Inc88$9.88K0.00%−18−17.0%Reduced
McIlrath & Eck, LLC82$9.17K0.00%00.0%Unchanged
ClariVest Asset Management LLC87$9.00K0.00%−31−26.3%Reduced
Capital Advisors, Ltd. LLC78$9.00K0.00%−17−17.9%Reduced
GW&K Investment Management, LLC78$9.00K0.00%+8+11.4%Added
Thompson Siegel & Walmsley LLC75$8.00K0.00%00.0%Unchanged
PrairieView Partners, LLC73$8.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.70$7.86K0.00%00.0%Unchanged
Activest Wealth Management67$7.52K0.00%00.0%Unchanged
Team Financial Group, LLC64$7.18K0.01%+64New
NewSquare Capital LLC55$6.17K0.00%−24−30.4%Reduced
Financial Management Professionals, Inc.56$6.00K0.00%−10−15.2%Reduced
Tradition Wealth Management, LLC57$6.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC52$5.83K0.00%+52New
Hollencrest Capital Management50$5.61K0.00%00.0%Unchanged
Y.D. More Investments Ltd50$5.61K0.00%00.0%Unchanged
Motco50$5.61K0.00%+49+4,900.0%Added
Bangor Savings Bank50$5.61K0.00%+50New
Fortis Group Advisors, LLC50$5.61K0.00%+50New
Sugarloaf Wealth Management, LLC47$5.27K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC46$5.16K0.00%−20−30.3%Reduced
SOA Wealth Advisors, LLC.46$5.16K0.00%00.0%Unchanged
Capital Analysts, LLC43$5.00K0.00%00.0%Unchanged
Steward Financial Group LLC60$5.00K0.00%+60New
Global Financial Private Client, LLC42$4.68K0.00%00.0%Unchanged
Heritage Wealth Advisors40$4.49K0.00%00.0%Unchanged
Northwest Capital Management Inc40$4.49K0.00%00.0%Unchanged
IAG Wealth Partners, LLC40$4.49K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.40$4.49K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC40$4.49K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC40$4.49K0.00%00.0%Unchanged
ORG Partners LLC40$4.49K0.00%00.0%Unchanged
HighMark Wealth Management LLC38$4.26K0.00%−27−41.5%Reduced
First Financial Corp37$4.15K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC36$4.00K0.00%+36New
Thompson Investment Management, Inc.35$3.93K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc33$3.70K0.00%−2−5.7%Reduced
Wolff Wiese Magana LLC31$3.48K0.00%−41−56.9%Reduced
Chilton Capital Management LLC30$3.37K0.00%00.0%Unchanged
Carmel Capital Partners, LLC30$3.37K0.00%00.0%Unchanged
Hoese & Co LLP30$3.37K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC25$2.81K0.00%−2−7.4%Reduced
Mechanics Financial Corp25$2.81K0.00%00.0%Unchanged
Red Tortoise LLC25$2.81K0.00%00.0%Unchanged
Versant Capital Management, Inc24$2.69K0.00%−14−36.8%Reduced
PFS Partners, LLC21$2.34K0.00%00.0%Unchanged
Lee Financial Co20$2.25K0.00%00.0%Unchanged
Nemes Rush Group LLC20$2.25K0.00%−50−71.4%Reduced
Barrett & Company, Inc.20$2.24K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.18$2.02K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$2.02K0.00%00.0%Unchanged
Briaud Financial Planning, Inc20$2.00K0.00%+20New
SJS Investment Consulting Inc.17$1.91K0.00%−4−19.0%Reduced
Kayne Anderson Rudnick Investment Management LLC15$1.68K0.00%00.0%Unchanged
USA Financial Portformulas Corp14$1.57K0.00%−1,227−98.9%Reduced
Global Wealth Management Investment Advisory, Inc.12$1.35K0.00%00.0%Unchanged
West Paces Advisors Inc.12$1.35K0.00%00.0%Unchanged