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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 6,692 | $751.0K | 0.05% | +1,161+21.0% | Added |
| Colony Group LLC | 6,675 | $749.0K | 0.01% | −23,840−78.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,595 | $740.1K | 0.02% | +16+0.2% | Added |
| Beaumont Asset Management, L.L.C. | 6,566 | $736.8K | 0.61% | −6,349−49.2% | Reduced |
| SeaCrest Wealth Management, LLC | 6,525 | $732.3K | 0.10% | −30.0% | Reduced |
| Greenleaf Trust | 6,379 | $715.9K | 0.01% | −469−6.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,268 | $704.9K | 0.05% | −195−3.0% | Reduced |
| Trust Co of Toledo NA | 6,276 | $704.3K | 0.14% | +13+0.2% | Added |
| Regions Financial Corp | 6,204 | $696.2K | 0.01% | −331−5.1% | Reduced |
| Kestra Advisory Services, LLC | 6,188 | $694.4K | 0.01% | +820+15.3% | Added |
| NBT Bank N A | 6,161 | $691.4K | 0.07% | +107+1.8% | Added |
| Advisory Services Network, LLC | 6,109 | $685.5K | 0.02% | +1,083+21.5% | Added |
| Davenport & Co LLC | 6,085 | $682.9K | 0.01% | +428+7.6% | Added |
| TD Private Client Wealth LLC | 6,034 | $677.1K | 0.03% | −1,216−16.8% | Reduced |
| Graham Capital Management, L.P. | 5,951 | $667.8K | 0.02% | +4,365+275.2% | Added |
| Brookstone Capital Management | 6,355 | $666.1K | 0.01% | −32,571−83.7% | Reduced |
| Everence Capital Management Inc | 5,900 | $662.0K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,855 | $657.0K | 0.01% | +5,855 | New |
| Sigma Planning Corp | 5,850 | $656.5K | 0.02% | +1,578+36.9% | Added |
| MQS Management LLC | 5,811 | $652.1K | 0.40% | +5,811 | New |
| Burns J W & Co Inc | 5,799 | $650.8K | 0.11% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,796 | $650.0K | 0.26% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 5,748 | $645.0K | 0.13% | −260−4.3% | Reduced |
| Neo Ivy Capital Management | 5,712 | $641.0K | 0.28% | +5,712 | New |
| Fisher Asset Management, LLC | 5,709 | $640.7K | 0.00% | −20.0% | Reduced |
| Umb Bank N A | 5,703 | $640.0K | 0.01% | +30+0.5% | Added |
| Boltwood Capital Management | 5,691 | $638.6K | 0.24% | −100−1.7% | Reduced |
| Cubic Asset Management, LLC | 5,655 | $634.6K | 0.17% | −610−9.7% | Reduced |
| Wolverine Trading, LLC | 5,649 | $633.9K | 0.01% | +5,649 | New |
| Stevens Capital Management LP | 5,594 | $628.0K | 0.18% | +5,594 | New |
| Glenview Trust Co | 5,564 | $624.4K | 0.02% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 4,788 | $615.0K | 0.01% | +4,788 | New |
| Busey Wealth Management | 5,384 | $604.2K | 0.03% | −8−0.1% | Reduced |
| Capital Insight Partners, LLC | 5,372 | $602.8K | 0.14% | +468+9.5% | Added |
| RSM US Wealth Management LLC | 5,332 | $598.3K | 0.02% | −65−1.2% | Reduced |
| Blueshift Asset Management, LLC | 5,319 | $596.9K | 0.35% | +5,319 | New |
| Kornitzer Capital Management Inc | 5,304 | $595.2K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,242 | $588.3K | 0.02% | +272+5.5% | Added |
| BLB&B Advisors, LLC | 5,218 | $585.6K | 0.04% | −35−0.7% | Reduced |
| Financial Counselors Inc | 5,203 | $583.9K | 0.01% | −50−1.0% | Reduced |
| Qtron Investments LLC | 5,190 | $582.4K | 0.11% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,160 | $579.1K | 0.11% | −15−0.3% | Reduced |
| Prelude Capital Management, LLC | 5,156 | $578.6K | 0.05% | +5,156 | New |
| Peapack Gladstone Financial Corp | 5,052 | $567.0K | 0.01% | +14+0.3% | Added |
| Karpas Strategies, LLC | 4,960 | $556.6K | 0.20% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,930 | $553.2K | 0.03% | −75−1.5% | Reduced |
| HRT Financial LP | 4,920 | $552.0K | 0.01% | +4,920 | New |
| SYSTM Wealth Solutions LLC | 4,895 | $549.3K | 0.08% | −524−9.7% | Reduced |
| Simplex Trading, LLC | 4,900 | $549.0K | 0.02% | −3,451−41.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,863 | $545.7K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,835 | $542.6K | 0.05% | +2,203+83.7% | Added |
| Dorsey & Whitney Trust CO LLC | 4,812 | $540.0K | 0.05% | +304+6.7% | Added |
| First Eagle Investment Management, LLC | 4,766 | $534.8K | 0.00% | +963+25.3% | Added |
| MainStreet Investment Advisors LLC | 4,750 | $533.0K | 0.06% | −199−4.0% | Reduced |
| Vontobel Holding Ltd. | 4,720 | $529.7K | 0.00% | +183+4.0% | Added |
| Ashton Thomas Private Wealth, LLC | 4,680 | $525.2K | 0.04% | −2,632−36.0% | Reduced |
| Echo Street Capital Management LLC | 4,673 | $524.4K | 0.00% | +4,673 | New |
| Highline Wealth Partners LLC | 4,635 | $520.1K | 0.32% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,568 | $512.6K | 0.02% | +91+2.0% | Added |
| LaFleur & Godfrey LLC | 4,560 | $511.7K | 0.08% | −16−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,492 | $504.1K | 0.01% | +83+1.9% | Added |
| Courier Capital LLC | 4,454 | $499.8K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,441 | $498.0K | 0.04% | +2,923+192.6% | Added |
| McMorgan & Co LLC | 4,428 | $496.9K | 0.09% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,406 | $494.4K | 0.15% | +4,406 | New |
| Oak Thistle LLC | 4,401 | $493.9K | 0.15% | +4,401 | New |
| Bessemer Group Inc | 4,393 | $493.0K | 0.00% | −187−4.1% | Reduced |
| Pflug Koory, LLC | 4,363 | $489.6K | 0.28% | −500−10.3% | Reduced |
| Massmutual Trust Co FSB | 4,350 | $488.2K | 0.02% | −271−5.9% | Reduced |
| David Loasby | 4,422 | $485.0K | 0.05% | +1,394+46.0% | Added |
| Impax Asset Management Group plc | 4,304 | $483.0K | 0.00% | −400−8.5% | Reduced |
| Alberta Investment Management Corp | 4,300 | $482.5K | 0.01% | −34,166−88.8% | Reduced |
| Atlas Capital Advisors LLC | 4,299 | $482.4K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,284 | $480.8K | 0.04% | +4,284 | New |
| Intech Investment Management LLC | 4,281 | $480.4K | 0.01% | −4,233−49.7% | Reduced |
| Cim Investment Mangement Inc | 4,261 | $478.2K | 0.18% | −103−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 4,241 | $475.9K | 0.05% | +752+21.6% | Added |
| ELCO Management Co., LLC | 4,239 | $475.7K | 0.34% | +35+0.8% | Added |
| QRG Capital Management, Inc. | 4,237 | $475.5K | 0.01% | +4,237 | New |
| Vestcor Inc | 4,233 | $475.0K | 0.02% | −718−14.5% | Reduced |
| Snowden Capital Advisors LLC | 4,199 | $471.2K | 0.02% | −3,166−43.0% | Reduced |
| Curbstone Financial Management Corp | 4,196 | $470.9K | 0.12% | +120+2.9% | Added |
| Duncker Streett & Co Inc | 4,166 | $467.5K | 0.11% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,156 | $466.4K | 0.01% | −60−1.4% | Reduced |
| Vident Advisory, LLC | 4,126 | $463.0K | 0.01% | +4,126 | New |
| Kovack Advisors, Inc. | 4,091 | $459.0K | 0.06% | −162−3.8% | Reduced |
| Ci Investments Inc. | 4,066 | $456.0K | 0.00% | −608−13.0% | Reduced |
| InTrack Investment Management Inc | 4,054 | $454.9K | 0.40% | +599+17.3% | Added |
| Guyasuta Investment Advisors Inc | 4,044 | $453.8K | 0.04% | 00.0% | Unchanged |
| Cohen Lawrence B | 4,000 | $448.9K | 0.30% | −125−3.0% | Reduced |
| Connecticut Wealth Management, LLC | 3,960 | $444.4K | 0.03% | +3,960 | New |
| Flputnam Investment Management Co | 3,959 | $444.3K | 0.01% | −104−2.6% | Reduced |
| Kingsview Wealth Management, LLC | 3,944 | $442.6K | 0.02% | −128−3.1% | Reduced |
| Avantax Advisory Services, Inc. | 3,940 | $442.2K | 0.00% | +363+10.1% | Added |
| Pointe Capital Management LLC | 3,912 | $439.0K | 0.34% | +12+0.3% | Added |
| Financial Network Wealth Management LLC | 3,926 | $438.0K | 0.21% | +73+1.9% | Added |
| Israel Discount Bank of New York | 3,874 | $434.7K | 0.36% | −2−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 3,865 | $433.8K | 0.00% | +40+1.0% | Added |
| Janney Capital Management LLC | 3,861 | $433.0K | 0.03% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 3,833 | $430.1K | 0.00% | 00.0% | Unchanged |