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 |
|---|---|---|---|---|---|
| Exchange Capital Management, Inc. | 23,695 | $2.66M | 0.50% | +2,225+10.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,564 | $2.64M | 0.01% | +9,096+62.9% | Added |
| Verition Fund Management LLC | 23,449 | $2.63M | 0.04% | +20,365+660.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 23,000 | $2.58M | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 22,492 | $2.52M | 0.01% | −37,394−62.4% | Reduced |
| Public Sector Pension Investment Board | 22,433 | $2.52M | 0.02% | +2,435+12.2% | Added |
| Auto-Owners Insurance Co | 22,350 | $2.51M | 0.08% | 00.0% | Unchanged |
| Jump Financial, LLC | 22,293 | $2.50M | 0.09% | +15,765+241.5% | Added |
| Ensign Peak Advisors, Inc | 22,038 | $2.47M | 0.01% | −3,115−12.4% | Reduced |
| Rafferty Asset Management, LLC | 21,804 | $2.45M | 0.01% | +1,570+7.8% | Added |
| Lido Advisors, LLC | 21,714 | $2.44M | 0.03% | −351−1.6% | Reduced |
| Daiwa Securities Group Inc. | 21,551 | $2.42M | 0.02% | +4,857+29.1% | Added |
| Logan Capital Management Inc | 21,500 | $2.41M | 0.12% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 21,276 | $2.39M | 0.88% | −110−0.5% | Reduced |
| Creative Planning | 21,236 | $2.38M | 0.00% | +19+0.1% | Added |
| Mairs & Power Inc | 20,785 | $2.33M | 0.03% | −1,870−8.3% | Reduced |
| Selway Asset Management | 20,764 | $2.33M | 1.07% | −275−1.3% | Reduced |
| WMS Partners, LLC | 20,717 | $2.32M | 0.18% | +20,717 | New |
| Strategic Global Advisors, LLC | 20,651 | $2.32M | 0.39% | −875−4.1% | Reduced |
| Atria Wealth Solutions, Inc. | 20,566 | $2.31M | 0.03% | +1,144+5.9% | Added |
| Oppenheimer & Co Inc | 20,350 | $2.28M | 0.05% | −2,238−9.9% | Reduced |
| Martingale Asset Management L P | 20,337 | $2.28M | 0.05% | −186−0.9% | Reduced |
| Wesbanco Bank Inc | 20,315 | $2.28M | 0.10% | −2,150−9.6% | Reduced |
| Gulf International Bank (UK) Ltd | 20,082 | $2.25M | 0.06% | −1,912−8.7% | Reduced |
| Orser Capital Management, LLC | 19,710 | $2.21M | 2.23% | +19,710 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 19,539 | $2.19M | 0.01% | +560+3.0% | Added |
| M&T Bank Corp | 19,516 | $2.19M | 0.01% | −5,003−20.4% | Reduced |
| Glenmede Trust Co NA | 19,438 | $2.18M | 0.01% | −6,955−26.4% | Reduced |
| 1832 Asset Management L.P. | 19,155 | $2.15M | 0.00% | +19,155 | New |
| Janney Montgomery Scott LLC | 19,154 | $2.15M | 0.01% | −1,328−6.5% | Reduced |
| British Columbia Investment Management Corp | 18,913 | $2.12M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,891 | $2.12M | 0.02% | 00.0% | Unchanged |
| Shay Capital LLC | 18,750 | $2.10M | 0.62% | +9,750+108.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,515 | $2.08M | 0.03% | +108+0.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 18,496 | $2.08M | 0.76% | −140−0.8% | Reduced |
| DCF Advisers, LLC | 18,397 | $2.06M | 1.44% | 00.0% | Unchanged |
| Ossiam | 18,184 | $2.04M | 0.04% | −3,628−16.6% | Reduced |
| Anchor Investment Management, LLC | 17,931 | $2.01M | 0.26% | −87−0.5% | Reduced |
| Round Hill Asset Management | 17,839 | $2.00M | 1.32% | −460−2.5% | Reduced |
| Schroder Investment Management Group | 17,682 | $1.98M | 0.00% | −720,947−97.6% | Reduced |
| Swedbank AB | 17,543 | $1.97M | 0.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 17,520 | $1.97M | 0.06% | +255+1.5% | Added |
| Endurant Capital Management LP | 17,479 | $1.96M | 1.76% | +17,479 | New |
| Simmons Bank | 17,419 | $1.95M | 0.17% | −1,200−6.4% | Reduced |
| Element Capital Management LLC | 17,214 | $1.93M | 0.17% | −10,251−37.3% | Reduced |
| Wakefield Asset Management LLLP | 17,182 | $1.93M | 0.87% | −1,247−6.8% | Reduced |
| Banque Cantonale Vaudoise | 17,094 | $1.92M | 0.10% | +4,690+37.8% | Added |
| Kentucky Retirement Systems | 17,043 | $1.91M | 0.07% | +274+1.6% | Added |
| Eagle Asset Management Inc | 16,815 | $1.89M | 0.01% | −29,556−63.7% | Reduced |
| Ethic Inc. | 16,791 | $1.88M | 0.07% | +3,797+29.2% | Added |
| CIBC Private Wealth Group, LLC | 16,765 | $1.88M | 0.00% | −3,011−15.2% | Reduced |
| STRS Ohio | 16,679 | $1.87M | 0.01% | −767−4.4% | Reduced |
| Desjardins Global Asset Management Inc. | 16,642 | $1.87M | 0.20% | +10,252+160.4% | Added |
| Pacer Advisors, Inc. | 16,625 | $1.87M | 0.01% | +197+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 16,581 | $1.86M | 0.03% | +1,019+6.5% | Added |
| United Asset Strategies, Inc. | 16,552 | $1.86M | 0.24% | −691−4.0% | Reduced |
| Brown Advisory Inc | 16,403 | $1.84M | 0.00% | +986+6.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 16,292 | $1.83M | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 16,178 | $1.82M | 0.28% | −142−0.9% | Reduced |
| South Dakota Investment Council | 16,088 | $1.80M | 0.04% | −3,100−16.2% | Reduced |
| Diametric Capital, LP | 16,081 | $1.80M | 0.75% | +12,545+354.8% | Added |
| Maryland State Retirement & Pension System | 16,034 | $1.80M | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 15,955 | $1.80M | 0.01% | +10,413+187.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,625 | $1.75M | 0.04% | +9,110+139.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,535 | $1.74M | 0.01% | +15,535 | New |
| Quantbot Technologies LP | 15,412 | $1.73M | 0.12% | +15,412 | New |
| Simplify Asset Management Inc. | 15,179 | $1.70M | 0.28% | −4,309−22.1% | Reduced |
| Investment Management Corp of Ontario | 15,041 | $1.69M | 0.07% | +4,556+43.5% | Added |
| Securian Asset Management, Inc | 14,965 | $1.68M | 0.05% | −1,913−11.3% | Reduced |
| First Western Trust Bank | 14,871 | $1.67M | 0.09% | −184−1.2% | Reduced |
| Associated Banc-Corp | 14,649 | $1.64M | 0.06% | −235−1.6% | Reduced |
| Welch & Forbes LLC | 14,621 | $1.64M | 0.03% | −788−5.1% | Reduced |
| Quantinno Capital Management LP | 14,587 | $1.64M | 0.07% | −3,903−21.1% | Reduced |
| River & Mercantile Asset Management LLP | 14,467 | $1.62M | 0.38% | −2,073−12.5% | Reduced |
| Tocqueville Asset Management L.P. | 14,338 | $1.61M | 0.03% | +66+0.5% | Added |
| LMCG Investments, LLC | 14,271 | $1.60M | 0.11% | +5,162+56.7% | Added |
| Hartford Investment Management Co | 14,245 | $1.60M | 0.06% | −401−2.7% | Reduced |
| Crossmark Global Holdings, Inc. | 14,189 | $1.59M | 0.04% | −680−4.6% | Reduced |
| Ardent Capital Management, Inc. | 14,099 | $1.58M | 0.89% | +2,910+26.0% | Added |
| Belpointe Asset Management LLC | 14,080 | $1.58M | 0.16% | +225+1.6% | Added |
| Dynamic Technology Lab Private Ltd | 13,965 | $1.57M | 0.16% | +7,403+112.8% | Added |
| Citizens & Northern Corp | 13,828 | $1.55M | 0.62% | +210+1.5% | Added |
| Greatmark Investment Partners, Inc. | 13,810 | $1.55M | 0.27% | +365+2.7% | Added |
| Dean Investment Associates, LLC | 13,422 | $1.51M | 0.25% | +3,046+29.4% | Added |
| Metis Global Partners, LLC | 13,027 | $1.46M | 0.07% | +2,234+20.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,013 | $1.46M | 0.00% | +13,013 | New |
| Good Life Advisors, LLC | 12,946 | $1.45M | 0.17% | +12,946 | New |
| Louisiana State Employees Retirement System | 12,900 | $1.45M | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 12,886 | $1.45M | 0.29% | +175+1.4% | Added |
| Sherbrooke Park Advisers LLC | 12,752 | $1.43M | 0.46% | +9,952+355.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,690 | $1.42M | 0.01% | −570−4.3% | Reduced |
| Virginia Retirement Systems Et Al | 12,672 | $1.42M | 0.01% | −200−1.6% | Reduced |
| Epoch Investment Partners, Inc. | 12,624 | $1.42M | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 12,378 | $1.39M | 0.08% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,320 | $1.38M | 0.01% | −16,232−56.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 12,098 | $1.36M | 0.29% | −570−4.5% | Reduced |
| Tudor Investment Corp Et Al | 12,093 | $1.36M | 0.02% | +10,455+638.3% | Added |
| O'Shaughnessy Asset Management, LLC | 12,044 | $1.35M | 0.02% | +1,923+19.0% | Added |
| Scotia Capital Inc. | 11,851 | $1.33M | 0.01% | +270+2.3% | Added |
| FORA Capital, LLC | 11,700 | $1.31M | 0.12% | +11,700 | New |