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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 3,816 | $428.2K | 0.01% | −3−0.1% | Reduced |
| Intrust Bank NA | 3,788 | $425.1K | 0.05% | +109+3.0% | Added |
| Whittier Trust Co | 3,773 | $423.4K | 0.01% | −155−3.9% | Reduced |
| Choate Investment Advisors | 3,771 | $423.2K | 0.02% | +25+0.7% | Added |
| La Banque Postale Asset Management SA | 3,748 | $420.6K | 0.01% | +3,748 | New |
| Community Bank, N.A. | 3,714 | $416.8K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,707 | $416.0K | 0.01% | +1,855+100.2% | Added |
| Humankind Investments LLC | 3,683 | $413.3K | 0.17% | +411+12.6% | Added |
| Koss-Olinger Consulting, LLC | 3,680 | $413.0K | 0.06% | +3,680 | New |
| Estabrook Capital Management | 3,680 | $413.0K | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,651 | $409.7K | 0.02% | −80−2.1% | Reduced |
| Probity Advisors, Inc. | 3,650 | $409.6K | 0.09% | −88−2.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,648 | $409.4K | 0.01% | +414+12.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,625 | $406.0K | 0.42% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,610 | $406.0K | 0.04% | +236+7.0% | Added |
| Chemung Canal Trust Co | 3,598 | $403.8K | 0.09% | −30,238−89.4% | Reduced |
| Cambridge Trust Co | 3,589 | $402.8K | 0.02% | +49+1.4% | Added |
| SG Americas Securities, LLC | 3,584 | $402.0K | 0.01% | −9,657−72.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,552 | $398.6K | 0.01% | −9,230−72.2% | Reduced |
| Cobblestone Capital Advisors LLC | 3,534 | $396.6K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,492 | $393.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,492 | $392.7K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,497 | $392.4K | 0.17% | +1,736+98.6% | Added |
| Neville Rodie & Shaw Inc | 3,494 | $392.0K | 0.03% | −6−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,430 | $384.9K | 0.08% | +1,050+44.1% | Added |
| Meridian Investment Counsel Inc. | 3,398 | $381.3K | 0.14% | 00.0% | Unchanged |
| Central Trust Co | 3,379 | $379.2K | 0.01% | −221−6.1% | Reduced |
| Evercore Wealth Management, LLC | 3,342 | $375.0K | 0.01% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,572 | $373.0K | 0.13% | −1,799−33.5% | Reduced |
| North Star Asset Management Inc | 3,309 | $371.3K | 0.02% | +75+2.3% | Added |
| National Asset Management, Inc. | 3,273 | $368.0K | 0.01% | −91−2.7% | Reduced |
| Park Edge Advisors, LLC | 3,271 | $367.1K | 0.13% | 00.0% | Unchanged |
| Wahed Invest LLC | 3,270 | $367.0K | 0.12% | +260+8.6% | Added |
| GTS Securities LLC | 3,254 | $365.2K | 0.01% | −4,476−57.9% | Reduced |
| Diligent Investors, LLC | 3,254 | $365.2K | 0.11% | 00.0% | Unchanged |
| Financial Advisory Corp | 3,236 | $363.0K | 0.17% | −286−8.1% | Reduced |
| Altfest L J & Co Inc | 3,213 | $361.0K | 0.06% | +22+0.7% | Added |
| Profund Advisors LLC | 3,209 | $360.1K | 0.02% | −8−0.2% | Reduced |
| Haverford Trust Co | 3,208 | $360.0K | 0.00% | −250−7.2% | Reduced |
| Personal Cfo Solutions, LLC | 3,194 | $358.5K | 0.07% | +21+0.7% | Added |
| Camelot Portfolios, LLC | 3,187 | $357.7K | 0.34% | −2,646−45.4% | Reduced |
| First National Bank & Trust Co of Newtown | 3,147 | $353.1K | 0.08% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,132 | $351.5K | 0.00% | −375−10.7% | Reduced |
| AE Wealth Management LLC | 3,125 | $350.7K | 0.00% | −12,490−80.0% | Reduced |
| Sutton Wealth Advisors Inc. | 3,095 | $347.3K | 0.17% | +31+1.0% | Added |
| Ropes Wealth Advisors LLC | 3,091 | $346.9K | 0.07% | +6+0.2% | Added |
| Berkshire Bank | 3,090 | $346.8K | 0.10% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,997 | $336.3K | 0.10% | +2,997 | New |
| Fund Management at Engine No. 1 LLC | 2,988 | $335.3K | 0.05% | +271+10.0% | Added |
| Hourglass Capital, LLC | 2,900 | $325.4K | 0.11% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,882 | $323.0K | 0.03% | +2,882 | New |
| Horizon Investments, LLC | 2,863 | $321.3K | 0.01% | −123−4.1% | Reduced |
| Maven Securities LTD | 2,856 | $320.5K | 0.04% | +2,856 | New |
| Lakewood Asset Management LLC | 2,837 | $318.4K | 0.26% | +52+1.9% | Added |
| AIA Group Ltd | 2,832 | $317.8K | 0.02% | +81+2.9% | Added |
| MAI Capital Management | 2,825 | $317.0K | 0.00% | −395−12.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,823 | $316.8K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,815 | $315.9K | 0.05% | −44−1.5% | Reduced |
| Leonteq Securities AG | 2,792 | $313.3K | 0.03% | +1,889+209.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,785 | $312.5K | 0.01% | −50−1.8% | Reduced |
| Ironwood Financial, llc | 2,777 | $311.6K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,763 | $310.1K | 0.01% | +469+20.4% | Added |
| Verdence Capital Advisors LLC | 2,758 | $309.5K | 0.03% | +236+9.4% | Added |
| Lee Danner & Bass Inc | 2,751 | $309.0K | 0.03% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,741 | $308.0K | 0.03% | +50+1.9% | Added |
| Legacy Capital Group California, Inc. | 2,735 | $306.9K | 0.13% | +494+22.0% | Added |
| Cape Cod Five Cents Savings Bank | 2,720 | $305.2K | 0.02% | +1,125+70.5% | Added |
| Axq Capital, LP | 2,700 | $303.0K | 0.11% | +2,700 | New |
| Driehaus Capital Management LLC | 2,696 | $302.5K | 0.00% | +2,696 | New |
| Field & Main Bank | 2,695 | $302.4K | 0.14% | +1,720+176.4% | Added |
| Chatham Capital Group, Inc. | 2,683 | $301.1K | 0.07% | 00.0% | Unchanged |
| Duality Advisers, LP | 2,680 | $300.8K | 0.04% | +2,680 | New |
| Coldstream Capital Management Inc | 2,672 | $299.9K | 0.01% | +303+12.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,667 | $299.3K | 0.11% | −3−0.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,659 | $298.4K | 0.22% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,659 | $298.0K | 0.07% | −629−19.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,802 | $294.7K | 0.02% | +138+5.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,625 | $294.6K | 0.13% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,625 | $294.5K | 0.02% | +97+3.8% | Added |
| Marble Harbor Investment Counsel, LLC | 2,612 | $293.1K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,607 | $292.6K | 0.02% | −20−0.8% | Reduced |
| Old National Bancorp | 2,600 | $291.8K | 0.01% | −198−7.1% | Reduced |
| HB Wealth Management, LLC | 2,583 | $289.9K | 0.00% | −163−5.9% | Reduced |
| Symmetry Partners, LLC | 2,565 | $288.0K | 0.02% | −405−13.6% | Reduced |
| Westhampton Capital, LLC | 2,545 | $285.6K | 0.18% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,539 | $284.9K | 0.22% | +1,796+241.7% | Added |
| Independent Advisor Alliance | 2,523 | $283.2K | 0.01% | −456−15.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $280.6K | 0.11% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,498 | $280.3K | 0.03% | +99+4.1% | Added |
| Shelton Wealth Management, LLC | 2,492 | $279.7K | 0.22% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,489 | $279.3K | 0.01% | −730−22.7% | Reduced |
| Bleakley Financial Group, LLC | 2,489 | $279.3K | 0.01% | −730−22.7% | Reduced |
| Integrated Wealth Concepts LLC | 2,470 | $277.2K | 0.00% | −243−9.0% | Reduced |
| Riverwater Partners LLC | 2,438 | $273.6K | 0.25% | −58−2.3% | Reduced |
| Trust Asset Management LLC | 2,417 | $271.2K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,412 | $270.7K | 0.01% | −121−4.8% | Reduced |
| WealthShield Partners, LLC | 2,395 | $269.4K | 0.04% | +40+1.7% | Added |
| Independent Financial Group, LLC | 2,393 | $268.6K | 0.02% | +504+26.7% | Added |
| Summit Global Investments | 2,369 | $266.0K | 0.02% | −250−9.5% | Reduced |
| Rise Advisors, LLC | 2,357 | $264.5K | 0.21% | −123−5.0% | Reduced |