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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 2,341 | $263.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,332 | $262.0K | 0.01% | −427−15.5% | Reduced |
| King Luther Capital Management Corp | 2,323 | $260.7K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,310 | $259.2K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,360 | $258.9K | 0.01% | −159−6.3% | Reduced |
| Pitcairn Co | 2,300 | $258.1K | 0.02% | +284+14.1% | Added |
| Montecito Bank & Trust | 2,272 | $255.0K | 0.06% | +100+4.6% | Added |
| Mill Creek Capital Advisors, LLC | 2,248 | $252.3K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,245 | $252.0K | 0.06% | −286−11.3% | Reduced |
| Gateway Investment Advisers LLC | 2,237 | $251.0K | 0.00% | −90−3.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,236 | $251.0K | 0.03% | −298−11.8% | Reduced |
| Basepoint Wealth LLC | 2,234 | $250.7K | 0.20% | −13−0.6% | Reduced |
| NEOS Investment Management LLC | 2,233 | $250.6K | 0.03% | +2,233 | New |
| Kanawha Capital Management LLC | 2,231 | $250.4K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,229 | $250.1K | 0.00% | −170−7.1% | Reduced |
| SevenBridge Financial Group, LLC | 2,224 | $249.6K | 0.06% | −385−14.8% | Reduced |
| Am Investment Strategies LLC | 2,198 | $247.0K | 0.08% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,196 | $246.5K | 0.09% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $245.8K | 0.04% | – | – |
| Apollon Wealth Management, LLC | 2,187 | $245.4K | 0.01% | −327−13.0% | Reduced |
| Capstone Investment Advisors, LLC | 2,174 | $244.0K | 0.01% | +1,438+195.4% | Added |
| Stephens Inc | 2,164 | $242.8K | 0.00% | −490−18.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,156 | $241.9K | 0.05% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,132 | $239.3K | 0.21% | −752−26.1% | Reduced |
| Physicians Financial Services, Inc. | 2,129 | $239.0K | 0.10% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,125 | $238.5K | 0.10% | −50−2.3% | Reduced |
| First County Bank | 2,120 | $237.9K | 0.12% | +50+2.4% | Added |
| Welch Group, LLC | 2,114 | $237.3K | 0.01% | 00.0% | Unchanged |
| LGT Group Foundation | 2,127 | $237.0K | 0.01% | +2,127 | New |
| Washington Trust Co | 2,108 | $236.6K | 0.01% | −1,227−36.8% | Reduced |
| Money Concepts Capital Corp | 2,108 | $236.5K | 0.02% | +135+6.8% | Added |
| Whitener Capital Management, Inc. | 2,105 | $236.2K | 0.09% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,095 | $235.1K | 0.04% | −25−1.2% | Reduced |
| Horan Capital Advisors, LLC. | 2,083 | $233.8K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 2,237 | $233.6K | 0.01% | −96−4.1% | Reduced |
| Colonial Trust Co | 2,079 | $233.3K | 0.06% | −9−0.4% | Reduced |
| Venture Visionary Partners LLC | 2,056 | $230.8K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,050 | $230.1K | 0.12% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,038 | $228.7K | 0.01% | +2,038 | New |
| Pinnacle Associates Ltd | 2,020 | $226.7K | 0.00% | +97+5.0% | Added |
| Fort, L.P. | 2,010 | $225.6K | 0.62% | +447+28.6% | Added |
| Moody National Bank Trust Division | 2,006 | $225.1K | 0.01% | +32+1.6% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $224.4K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,989 | $223.0K | 0.14% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,984 | $222.6K | 0.13% | +2+0.1% | Added |
| Cetera Advisors LLC | 1,983 | $222.5K | 0.00% | −59−2.9% | Reduced |
| Wealth Alliance | 1,970 | $221.0K | 0.03% | −721−26.8% | Reduced |
| City State Bank | 1,972 | $221.0K | 0.12% | −200−9.2% | Reduced |
| Hunter Associates Investment Management LLC | 1,973 | $221.0K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 1,965 | $220.5K | 0.01% | +1,965 | New |
| Trust Co of Vermont | 1,952 | $219.1K | 0.01% | −95−4.6% | Reduced |
| First National Bank | 1,945 | $218.3K | 0.19% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,940 | $217.7K | 0.10% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,925 | $216.1K | 0.04% | +102+5.6% | Added |
| Jones Financial Companies LLLP | 1,920 | $215.5K | 0.00% | −137−6.7% | Reduced |
| Crestwood Advisors Group LLC | 1,914 | $214.8K | 0.01% | +371+24.0% | Added |
| Capital Asset Advisory Services LLC | 2,038 | $214.7K | 0.01% | −379−15.7% | Reduced |
| CoreFirst Bank & Trust | 1,904 | $213.7K | 0.15% | +43+2.3% | Added |
| Signaturefd, LLC | 1,903 | $213.6K | 0.01% | −354−15.7% | Reduced |
| Armstrong Shaw Associates Inc | 1,900 | $213.2K | 0.22% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,895 | $212.7K | 0.04% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,890 | $212.1K | 0.02% | +1,890 | New |
| Essex Financial Services, Inc. | 1,886 | $211.6K | 0.02% | +299+18.8% | Added |
| Eqis Capital Management, Inc. | 1,864 | $209.2K | 0.03% | −283−13.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,861 | $208.9K | 0.00% | −27−1.4% | Reduced |
| Ramirez Asset Management, Inc. | 1,841 | $206.6K | 0.04% | +1,841 | New |
| Cypress Capital Group | 1,838 | $206.3K | 0.03% | 00.0% | Unchanged |
| United Bank | 1,838 | $206.3K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,831 | $205.5K | 0.01% | +340+22.8% | Added |
| PFG Advisors | 1,815 | $203.7K | 0.02% | +126+7.5% | Added |
| Journey Advisory Group, LLC | 1,813 | $203.5K | 0.03% | −75−4.0% | Reduced |
| HBK Sorce Advisory LLC | 1,810 | $203.1K | 0.01% | −21−1.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,650 | $185.2K | 0.00% | −242−12.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,631 | $183.0K | 0.11% | 00.0% | Unchanged |
| Tobam | 1,628 | $183.0K | 0.01% | +280+20.8% | Added |
| Brown Brothers Harriman & Co | 1,598 | $179.3K | 0.00% | −465−22.5% | Reduced |
| Evermay Wealth Management LLC | 1,588 | $178.6K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,535 | $172.3K | 0.00% | +1,535 | New |
| Venturi Wealth Management, LLC | 1,528 | $171.5K | 0.01% | +1,528 | New |
| Concord Wealth Partners | 1,290 | $144.8K | 0.03% | +1,181+1,083.5% | Added |
| First Horizon Advisors, Inc. | 1,231 | $138.1K | 0.01% | −57−4.4% | Reduced |
| Lindbrook Capital, LLC | 1,226 | $137.6K | 0.02% | −34−2.7% | Reduced |
| Sentry Investment Management LLC | 1,219 | $137.0K | 0.07% | −158−11.5% | Reduced |
| Spire Wealth Management | 1,218 | $136.7K | 0.01% | −105−7.9% | Reduced |
| Portland Hill Asset Management Ltd | 1,173 | $132.0K | 0.34% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,171 | $131.0K | 0.00% | −1,686−59.0% | Reduced |
| Horizon Bancorp Inc | 1,135 | $127.0K | 0.08% | +945+497.4% | Added |
| Private Trust Co NA | 1,110 | $124.6K | 0.02% | +5+0.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $117.5K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,019 | $114.4K | 0.00% | −50−4.7% | Reduced |
| Harbor Investment Advisory, LLC | 999 | $112.1K | 0.01% | −6−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 1,071 | $111.7K | 0.01% | +40+3.9% | Added |
| Parallel Advisors, LLC | 944 | $106.0K | 0.00% | −639−40.4% | Reduced |
| TCTC Holdings, LLC | 934 | $104.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 918 | $103.0K | 0.01% | −62−6.3% | Reduced |
| Flaharty Asset Management, LLC | 831 | $93.3K | 0.02% | +831 | New |
| Sunbelt Securities, Inc. | 808 | $90.7K | 0.01% | −8−1.0% | Reduced |
| Quadrant Capital Group LLC | 803 | $90.1K | 0.01% | −68−7.8% | Reduced |
| Citizens National Bank Trust Department | 800 | $89.8K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 800 | $89.1K | 0.06% | 00.0% | Unchanged |