Zimmer Biomet Holdings, Inc.

ZBH

Exchange: NYSE
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001136869

SEC filings (opens in a new tab)

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, Q4 2023

Institutional positions in Zimmer Biomet Holdings, Inc. as of Dec 31, 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: 1,034; +30 vs. Q3 2023
Shares held: 182.6M; −354.9K (−0.2%) vs. Q3 2023
Total value: $22.2B; +$1.67B (+8.1%) vs. Q3 2023
New holders: 127; 279 more added
Sold out: 97; 427 more reduced

15 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,034 institutions

Value heldQ4 2023: $22.2B

Institutions holding ZBH and their total value by quarter
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, Q4 2023

Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q3 2023.

Institutions holding ZBH in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$4	0.00%	0	New
Valued Wealth Advisors LLC	1	$113	0.00%	+1	New
Motco	1	$122	0.00%	−49−98.0%	Reduced
Tfo-TDC, LLC	1	$122	0.00%	−5−83.3%	Reduced
Colonial Trust Advisors	1	$122	0.00%	−1−50.0%	Reduced
Riggs Asset Managment Co. Inc.	1	$122	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	3	$365	0.00%	00.0%	Unchanged
True Wealth Design, LLC	3	$366	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	2	$418	0.00%	00.0%	Unchanged
Trust Co	4	$487	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	4	$487	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	5	$608	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	5	$610	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	7	$852	0.00%	+5+250.0%	Added
Hanson & Doremus Investment Management	5	$1.00K	0.00%	−85−94.4%	Reduced
VitalStone Financial, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	9	$1.15K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	10	$1.22K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	10	$1.22K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	12	$1.46K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	12	$1.46K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	12	$1.48K	0.00%	+12	New
USA Financial Portformulas Corp	14	$1.70K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	15	$1.83K	0.00%	+15	New
DiNuzzo Private Wealth, Inc.	15	$1.83K	0.00%	+15	New
SJS Investment Consulting Inc.	17	$2.07K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	18	$2.19K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	18	$2.19K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	20	$2.43K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	20	$2.43K	0.00%	00.0%	Unchanged
Northwest Financial Advisors	20	$2.43K	0.00%	+20	New
PFS Partners, LLC	21	$2.54K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	21	$2.56K	0.00%	+6+40.0%	Added
Wolff Wiese Magana LLC	25	$3.04K	0.00%	−6−19.4%	Reduced
Mechanics Financial Corp	25	$3.04K	0.00%	00.0%	Unchanged
Red Tortoise LLC	25	$3.04K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	25	$3.04K	0.00%	00.0%	Unchanged
Tennessee Valley Asset Management Partners	26	$3.16K	0.00%	+26	New
Fortitude Family Office, LLC	26	$3.16K	0.00%	+26	New
Glass Jacobson Investment Advisors llc	27	$3.29K	0.00%	−6−18.2%	Reduced
Hoese & Co LLP	30	$3.49K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	30	$3.65K	0.00%	−16−34.8%	Reduced
Chilton Capital Management LLC	30	$3.65K	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	33	$4.02K	0.00%	+33	New
Thompson Investment Management, Inc.	35	$4.26K	0.00%	00.0%	Unchanged
Impact Partnership Wealth, LLC	36	$4.39K	0.00%	−425−92.2%	Reduced
HighMark Wealth Management LLC	38	$4.63K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	40	$4.87K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	40	$4.87K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	40	$4.87K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	40	$4.87K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$4.87K	0.00%	00.0%	Unchanged
ORG Partners LLC	40	$4.87K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	40	$4.87K	0.00%	+16+66.7%	Added
Main Street Group, LTD	40	$4.87K	0.00%	+40	New
Clear Point Advisors Inc.	40	$4.87K	0.00%	+40	New
Capital Analysts, LLC	43	$5.00K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	45	$5.00K	0.00%	+45	New
Global Financial Private Client, LLC	42	$5.11K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	47	$5.72K	0.00%	00.0%	Unchanged
Sachetta, LLC	47	$5.73K	0.00%	+47	New
AlphaMark Advisors, LLC	50	$6.00K	0.00%	−75−60.0%	Reduced
Smartleaf Asset Management LLC	50	$6.08K	0.00%	+50	New
NewSquare Capital LLC	50	$6.08K	0.00%	−5−9.1%	Reduced
Hollencrest Capital Management	50	$6.08K	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	50	$6.08K	0.00%	00.0%	Unchanged
Retirement Group, LLC	53	$6.45K	0.00%	+49+1,225.0%	Added
REAP Financial Group, LLC	54	$6.58K	0.00%	+54	New
First Financial Corp	55	$6.69K	0.00%	+18+48.6%	Added
Financial Management Professionals, Inc.	61	$7.00K	0.00%	+5+8.9%	Added
Scarborough Advisors, LLC	62	$7.56K	0.00%	+62	New
Quarry LP	63	$7.67K	0.00%	+63	New
Team Financial Group, LLC	64	$7.79K	0.01%	00.0%	Unchanged
Northwest Capital Management Inc	65	$7.91K	0.00%	+25+62.5%	Added
Rakuten Securities, Inc.	65	$7.91K	0.01%	+65	New
Loomis Sayles & Co L P	65	$8.00K	0.00%	−21−24.4%	Reduced
Newbridge Financial Services Group, Inc.	70	$8.52K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	72	$8.76K	0.00%	+72	New
Turtle Creek Wealth Advisors, LLC	73	$8.88K	0.00%	+73	New
Thompson Siegel & Walmsley LLC	75	$9.00K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	73	$9.00K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	79	$9.62K	0.00%	+72+1,028.6%	Added
Capstone Investment Advisors, LLC	80	$9.74K	0.00%	−2,094−96.3%	Reduced
Creekmur Asset Management LLC	80	$9.74K	0.00%	+80	New
Guardian Wealth Management, Inc.	82	$9.94K	0.01%	+82	New
McIlrath & Eck, LLC	82	$9.96K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	81	$10.0K	0.00%	+3+3.8%	Added
Capital Advisors, Ltd. LLC	79	$10.0K	0.00%	+1+1.3%	Added
Wetzel Investment Advisors, Inc.	81	$10.0K	0.01%	+81	New
CVA Family Office, LLC	85	$10.3K	0.00%	+85	New
ClariVest Asset Management LLC	87	$10.6K	0.00%	00.0%	Unchanged
Park Place Capital Corp	93	$11.3K	0.00%	+93	New
Kessler Investment Group, LLC	96	$11.7K	0.01%	00.0%	Unchanged
Tidemark, LLC	96	$11.7K	0.01%	+96	New
Able Wealth Management LLC	97	$11.8K	0.01%	+97	New
Plato Investment Management Ltd	99	$12.0K	0.01%	+99	New
Mascoma Wealth Management LLC	100	$12.2K	0.00%	00.0%	Unchanged
NVWM, LLC	100	$12.2K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	100	$12.2K	0.00%	+50+100.0%	Added
Tradewinds Capital Management, LLC	102	$12.4K	0.00%	00.0%	Unchanged