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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 11,610 | $1.30M | 0.25% | +11,610 | New |
| 1st Source Bank | 11,574 | $1.30M | 0.09% | −628−5.1% | Reduced |
| CIBC World Markets Corp | 11,534 | $1.29M | 0.01% | −22,901−66.5% | Reduced |
| MML Investors Services, LLC | 11,517 | $1.29M | 0.01% | −611−5.0% | Reduced |
| Goelzer Investment Management, Inc. | 11,458 | $1.29M | 0.09% | −644−5.3% | Reduced |
| Northwest & Ethical Investments L.P. | 11,335 | $1.27M | 0.04% | +11,335 | New |
| Claret Asset Management Corp | 11,259 | $1.26M | 0.25% | −27−0.2% | Reduced |
| Cornerstone National Bank & Trust Co | 11,217 | $1.26M | 0.77% | +11,217 | New |
| Norway Savings Bank | 11,160 | $1.25M | 0.62% | +755+7.3% | Added |
| Aquila Investment Management LLC | 11,000 | $1.23M | 1.14% | +3,000+37.5% | Added |
| Virtu Financial LLC | 10,999 | $1.23M | 0.12% | +10,999 | New |
| First Republic Investment Management, Inc. | 10,943 | $1.23M | 0.00% | −569−4.9% | Reduced |
| United Capital Financial Advisers, LLC | 10,896 | $1.22M | 0.01% | −651−5.6% | Reduced |
| JustInvest LLC | 10,855 | $1.22M | 0.04% | +1,065+10.9% | Added |
| New Mexico Educational Retirement Board | 10,822 | $1.21M | 0.05% | +600+5.9% | Added |
| D.A. Davidson & Co. | 10,481 | $1.18M | 0.01% | +294+2.9% | Added |
| First Community Trust NA | 10,467 | $1.17M | 1.34% | −15−0.1% | Reduced |
| Fort Washington Investment Advisors Inc | 10,430 | $1.17M | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,258 | $1.15M | 0.15% | +10,258 | New |
| Studio Investment Management LLC | 10,235 | $1.15M | 0.32% | −2,840−21.7% | Reduced |
| Argent Trust Co | 10,241 | $1.15M | 0.06% | +389+3.9% | Added |
| Boston Private Wealth LLC | 10,146 | $1.14M | 0.03% | +498+5.2% | Added |
| Rothschild Investment Corp | 10,141 | $1.14M | 0.10% | +300+3.0% | Added |
| Two Sigma Investments, LP | 10,100 | $1.13M | 0.00% | −148,367−93.6% | Reduced |
| Beacon Pointe Advisors, LLC | 10,077 | $1.13M | 0.01% | +1,959+24.1% | Added |
| Missouri Trust & Investment Co | 10,066 | $1.13M | 0.51% | −170−1.7% | Reduced |
| Cetera Advisor Networks LLC | 9,970 | $1.12M | 0.01% | −2,359−19.1% | Reduced |
| Romano Brothers and Company | 9,914 | $1.11M | 0.17% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 9,904 | $1.11M | 0.47% | −418−4.0% | Reduced |
| United Bank | 9,796 | $1.10M | 0.66% | +281+3.0% | Added |
| Legal Advantage Investments, Inc. | 9,739 | $1.09M | 0.78% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,661 | $1.08M | 0.32% | −286−2.9% | Reduced |
| Clearstead Advisors, LLC | 9,605 | $1.08M | 0.07% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,600 | $1.08M | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 9,563 | $1.07M | 0.10% | +1,935+25.4% | Added |
| Waldron Private Wealth LLC | 9,540 | $1.07M | 0.06% | +43+0.5% | Added |
| River Wealth Advisors LLC | 9,537 | $1.07M | 0.19% | −2,083−17.9% | Reduced |
| Stratos Wealth Partners, LTD. | 9,478 | $1.06M | 0.02% | −252−2.6% | Reduced |
| Private Advisor Group, LLC | 9,446 | $1.06M | 0.01% | −29−0.3% | Reduced |
| Fiduciary Trust Co | 9,433 | $1.06M | 0.02% | −360−3.7% | Reduced |
| Inceptionr LLC | 9,395 | $1.05M | 0.60% | +9,395 | New |
| Park Avenue Securities LLC | 9,293 | $1.04M | 0.02% | +9,293 | New |
| Waterfront Wealth Inc. | 9,875 | $1.04M | 0.34% | +520+5.6% | Added |
| Rice Hall James & Associates, LLC | 9,159 | $1.03M | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 9,137 | $1.03M | 0.00% | −76−0.8% | Reduced |
| Tiaa Trust, National Association | 8,993 | $1.01M | 0.00% | +8,993 | New |
| Raymond James Trust N.A. | 8,877 | $996.2K | 0.03% | −10,991−55.3% | Reduced |
| Farmers & Merchants Investments Inc | 8,785 | $985.9K | 0.04% | +6,725+326.5% | Added |
| LMR Partners LLP | 8,709 | $977.3K | 0.02% | +8,709 | New |
| Mercer Global Advisors Inc | 8,710 | $977.0K | 0.00% | −1,087−11.1% | Reduced |
| Girard Partners Ltd. | 8,658 | $971.6K | 0.11% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,644 | $970.0K | 0.05% | −444−4.9% | Reduced |
| Roberts Glore & Co Inc | 8,643 | $969.9K | 0.32% | −10−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,587 | $963.6K | 0.05% | +7,148+496.7% | Added |
| Tower Research Capital LLC (TRC) | 8,558 | $960.4K | 0.03% | +662+8.4% | Added |
| HMS Capital Management, LLC | 8,551 | $959.6K | 0.64% | +931+12.2% | Added |
| Northwestern Mutual Wealth Management Co | 8,545 | $958.9K | 0.00% | −292−3.3% | Reduced |
| Centiva Capital, LP | 8,488 | $952.5K | 0.05% | +8,488 | New |
| Meridian Wealth Management, LLC | 8,484 | $952.1K | 0.06% | −35−0.4% | Reduced |
| Bahl & Gaynor Inc | 8,432 | $946.2K | 0.01% | −262−3.0% | Reduced |
| Hancock Whitney Corp | 8,401 | $942.8K | 0.04% | −48,246−85.2% | Reduced |
| Bradley Foster & Sargent Inc | 6,452 | $939.4K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 8,280 | $929.2K | 0.12% | +881+11.9% | Added |
| Modera Wealth Management, LLC | 8,249 | $925.7K | 0.02% | −248−2.9% | Reduced |
| Cornercap Investment Counsel Inc | 8,243 | $925.0K | 0.17% | +8,243 | New |
| Norinchukin Bank, The | 8,121 | $911.3K | 0.02% | −9,533−54.0% | Reduced |
| Veriti Management LLC | 8,064 | $904.9K | 0.10% | −361−4.3% | Reduced |
| Oppenheimer Asset Management Inc. | 8,039 | $902.1K | 0.01% | −404−4.8% | Reduced |
| Dean Capital Management | 7,960 | $893.3K | 0.67% | +7,960 | New |
| St. Louis Trust Co | 7,954 | $892.6K | 0.17% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 7,942 | $891.3K | 0.02% | −130−1.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,898 | $886.4K | 0.39% | −98−1.2% | Reduced |
| CWM, LLC | 7,780 | $873.0K | 0.01% | −353−4.3% | Reduced |
| HM Payson & Co | 7,637 | $857.0K | 0.02% | +1,046+15.9% | Added |
| Monograph Wealth Advisors, LLC | 7,614 | $856.3K | 0.17% | +7,614 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,609 | $853.9K | 0.07% | +122+1.6% | Added |
| Wealthspire Advisors, LLC | 7,576 | $850.2K | 0.01% | +7,576 | New |
| Grace & White Inc | 7,500 | $841.6K | 0.16% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,431 | $833.9K | 0.01% | −1,605−17.8% | Reduced |
| CIBC World Markets Inc. | 7,385 | $829.0K | 0.00% | +249+3.5% | Added |
| Wealthfront Advisers LLC | 7,330 | $822.6K | 0.00% | −1,042−12.4% | Reduced |
| Dark Forest Capital Management LP | 7,302 | $819.4K | 0.07% | +7,302 | New |
| Cary Street Partners Asset Management LLC | 7,290 | $818.1K | 0.15% | +958+15.1% | Added |
| Quantitative Investment Management, LLC | 7,282 | $817.0K | 0.13% | +7,282 | New |
| 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 |
| Empirical Finance, LLC | 7,197 | $807.6K | 0.06% | +659+10.1% | Added |
| Campbell & CO Investment Adviser LLC | 7,043 | $790.4K | 0.09% | +1,860+35.9% | Added |
| First Hawaiian Bank | 7,020 | $787.8K | 0.03% | +296+4.4% | Added |
| Bryn Mawr Trust Co | 6,967 | $781.8K | 0.03% | +59+0.9% | Added |
| Toews Corp | 6,900 | $774.3K | 0.47% | +6,900 | New |
| Daymark Wealth Partners, LLC | 6,887 | $772.9K | 0.05% | +4,030+141.1% | Added |
| Nicolet Bankshares Inc | 6,862 | $770.1K | 0.24% | −3,782−35.5% | Reduced |
| Vinva Investment Management Ltd | 6,817 | $766.6K | 0.07% | −1,164−14.6% | Reduced |
| Azzad Asset Management Inc | 6,827 | $766.1K | 0.11% | +1,495+28.0% | Added |
| Huntington National Bank | 6,796 | $762.6K | 0.01% | −100−1.5% | Reduced |
| Mill Capital Management, LLC | 6,761 | $758.7K | 0.07% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 6,774 | $755.7K | 0.11% | −500−6.9% | Reduced |
| Pettee Investors, Inc. | 6,707 | $752.7K | 0.36% | −650−8.8% | Reduced |
| Ar Asset Management Inc | 6,700 | $752.0K | 0.21% | 00.0% | Unchanged |