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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 764 | $85.7K | 0.01% | −59−7.2% | Reduced |
| Systematic Alpha Investments, LLC | 761 | $85.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 759 | $85.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 756 | $84.8K | 0.02% | +102+15.6% | Added |
| Boyd Watterson Asset Management LLC | 750 | $84.2K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 747 | $83.8K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 730 | $81.9K | 0.01% | −25−3.3% | Reduced |
| Allworth Financial LP | 708 | $79.4K | 0.00% | +134+23.3% | Added |
| TFC Financial Management | 707 | $79.4K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 695 | $79.0K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $78.6K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 695 | $78.1K | 0.00% | −10−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 659 | $74.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 658 | $73.8K | 0.00% | +1+0.2% | Added |
| Creative Financial Designs Inc | 658 | $73.8K | 0.01% | +38+6.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 648 | $72.8K | 0.03% | +648 | New |
| AXS Investments LLC | 643 | $72.2K | 0.02% | −68−9.6% | Reduced |
| Delta Asset Management LLC | 640 | $71.8K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 622 | $70.0K | 0.00% | −2,761−81.6% | Reduced |
| S.A. Mason LLC | 620 | $69.6K | 0.05% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 617 | $69.2K | 0.03% | +617 | New |
| DT Investment Partners, LLC | 610 | $68.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 583 | $65.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 522 | $65.0K | 0.00% | +176+50.9% | Added |
| Smithfield Trust Co | 586 | $65.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 577 | $64.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 570 | $64.0K | 0.00% | +221+63.3% | Added |
| CNB Bank | 568 | $63.7K | 0.04% | −26−4.4% | Reduced |
| Optimum Investment Advisors | 550 | $61.7K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 537 | $60.3K | 0.00% | +10+1.9% | Added |
| JNBA Financial Advisors | 525 | $58.9K | 0.01% | +54+11.5% | Added |
| Pathway Financial Advisers, LLC | 524 | $58.8K | 0.02% | +524 | New |
| Acadian Asset Management LLC | 510 | $57.0K | 0.00% | −37,230−98.6% | Reduced |
| Adirondack Trust Co | 500 | $56.1K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 483 | $54.2K | 0.01% | −1,549−76.2% | Reduced |
| KB Financial Partners, LLC | 483 | $54.0K | 0.02% | +89+22.6% | Added |
| Rosenberg Matthew Hamilton | 480 | $53.9K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $53.4K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 461 | $51.7K | 0.02% | +461 | New |
| Western Pacific Wealth Management, LP | 454 | $50.9K | 0.04% | −209−31.5% | Reduced |
| Armstrong Advisory Group, Inc | 446 | $50.0K | 0.01% | +1+0.2% | Added |
| TSFG, LLC | 435 | $49.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 430 | $48.3K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 430 | $48.3K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 430 | $48.3K | 0.04% | +430 | New |
| Foster Dykema Cabot & Co Inc | 425 | $48.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 427 | $47.9K | 0.01% | +30+7.6% | Added |
| Quent Capital, LLC | 426 | $47.8K | 0.01% | −33−7.2% | Reduced |
| Ronald Blue Trust, Inc. | 316 | $46.0K | 0.00% | +5+1.6% | Added |
| City Holding Co | 403 | $45.2K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 375 | $42.1K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 374 | $42.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 370 | $41.5K | 0.01% | +19+5.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 368 | $41.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 342 | $38.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 338 | $37.9K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 330 | $37.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 317 | $35.6K | 0.01% | −900−74.0% | Reduced |
| Piscataqua Savings Bank | 317 | $35.6K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 316 | $35.5K | 0.00% | −31−8.9% | Reduced |
| Deseret Mutual Benefit Administrators | 313 | $35.1K | 0.02% | −59−15.9% | Reduced |
| CKW Financial Group | 310 | $35.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 315 | $35.0K | 0.01% | +1+0.3% | Added |
| Oakworth Capital, Inc. | 309 | $34.7K | 0.00% | −8−2.5% | Reduced |
| Proequities, Inc. | 308 | $34.6K | 0.00% | +53+20.8% | Added |
| AdvisorNet Financial, Inc | 307 | $34.5K | 0.00% | −25−7.5% | Reduced |
| Salomon & Ludwin, LLC | 305 | $34.2K | 0.00% | +305 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 310 | $34.2K | 0.00% | −21−6.3% | Reduced |
| Tacita Capital Inc | 300 | $33.7K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 293 | $33.0K | 0.02% | −931−76.1% | Reduced |
| Rogco, LP | 292 | $32.8K | 0.02% | +292 | New |
| Jamison Private Wealth Management, Inc. | 290 | $32.6K | 0.01% | +290 | New |
| FinTrust Capital Advisors, LLC | 278 | $31.2K | 0.01% | +25+9.9% | Added |
| Lazard Asset Management LLC | 283 | $31.0K | 0.00% | +117+70.5% | Added |
| Asset Dedication, LLC | 250 | $28.0K | 0.00% | −40−13.8% | Reduced |
| Westside Investment Management, Inc. | 245 | $27.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 238 | $26.7K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $25.1K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $25.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $24.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 215 | $24.2K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 215 | $24.1K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 224 | $23.7K | 0.00% | +224 | New |
| Zions Bancorporation, N.A. | 211 | $23.7K | 0.00% | −4−1.9% | Reduced |
| VisionPoint Advisory Group, LLC | 206 | $23.2K | 0.01% | +103+100.0% | Added |
| Crewe Advisors LLC | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 200 | $22.4K | 0.00% | +200 | New |
| Creative Capital Management Investments LLC | 198 | $22.2K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 193 | $21.7K | 0.01% | +55+39.9% | Added |
| Tower View Investment Management & Research LLC | 191 | $21.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 185 | $20.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 183 | $20.5K | 0.01% | +45+32.6% | Added |
| Cape Investment Advisory, Inc. | 181 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 180 | $20.2K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 176 | $19.8K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 176 | $19.8K | 0.01% | +176 | New |
| Archer Investment Corp | 173 | $19.4K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 172 | $19.3K | 0.01% | −28−14.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $19.0K | 0.01% | 00.0% | Unchanged |