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Livermore
ZHEN

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, 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
Q1 2021: 1,031 institutionsQ2 2021: 1,018 institutionsQ3 2021: 985 institutionsQ4 2021: 999 institutionsQ1 2022: 979 institutionsQ2 2022: 958 institutionsQ3 2022: 921 institutionsQ4 2022: 979 institutionsQ1 2023: 998 institutionsQ2 2023: 1,034 institutionsQ3 2023: 1,019 institutionsQ4 2023: 1,034 institutionsQ1 2024: 1,015 institutionsQ2 2024: 1,012 institutionsQ3 2024: 989 institutionsQ4 2024: 1,033 institutionsQ1 2025: 1,006 institutionsQ2 2025: 939 institutionsQ3 2025: 970 institutionsQ4 2025: 950 institutionsQ1 2026: 919 institutionsQ2 2026: 913 institutions
Value heldQ4 2023: $22.2B
Q1 2021: $29.9BQ2 2021: $30.1BQ3 2021: $27.3BQ4 2021: $23.7BQ1 2022: $24.4BQ2 2022: $19.8BQ3 2022: $19.6BQ4 2022: $23.8BQ1 2023: $23.9BQ2 2023: $26.9BQ3 2023: $20.6BQ4 2023: $22.2BQ1 2024: $24.5BQ2 2024: $20.2BQ3 2024: $19.6BQ4 2024: $19.3BQ1 2025: $21.0BQ2 2025: $17.6BQ3 2025: $18.9BQ4 2025: $17.9BQ1 2026: $17.4BQ2 2026: $17.1B
Institutions holding ZBH and their total value by quarter
QuarterHoldersValue
Q2 2026913$17.1B
Q1 2026919$17.4B
Q4 2025950$17.9B
Q3 2025970$18.9B
Q2 2025939$17.6B
Q1 20251,006$21.0B
Q4 20241,033$19.3B
Q3 2024989$19.6B
Q2 20241,012$20.2B
Q1 20241,015$24.5B
Q4 20231,034$22.2B
Q3 20231,019$20.6B
Q2 20231,034$26.9B
Q1 2023998$23.9B
Q4 2022979$23.8B
Q3 2022921$19.6B
Q2 2022958$19.8B
Q1 2022979$24.4B
Q4 2021999$23.7B
Q3 2021985$27.3B
Q2 20211,018$30.1B
Q1 20211,031$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
InstitutionSharesValue% of portfolioChange in sharesAction
Pittenger & Anderson Inc102$12.4K0.00%+102New
VisionPoint Advisory Group, LLC103$12.5K0.00%−103−50.0%Reduced
Plante Moran Financial Advisors, LLC103$12.6K0.00%−30−22.6%Reduced
Castleview Partners, LLC104$12.6K0.01%+104New
Aspect Partners, LLC104$12.7K0.01%+104New
Baystate Wealth Management LLC104$12.7K0.00%+1+1.0%Added
Financial Perspectives, Inc105$12.8K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC109$13.3K0.00%+109New
Center for Financial Planning, Inc.110$13.4K0.00%00.0%Unchanged
Bell Investment Advisors, Inc113$13.8K0.00%+25+28.4%Added
Johnson Financial Group, Inc.113$13.8K0.00%00.0%Unchanged
Mendota Financial Group, LLC115$14.0K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC119$14.5K0.01%+119New
Annis Gardner Whiting Capital Advisors, LLC119$14.5K0.01%+26+28.0%Added
Winthrop Capital Management, LLC120$14.6K0.00%+120New
Frazier Financial Advisors, LLC121$14.7K0.01%+121New
Coston, McIsaac & Partners124$15.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC127$15.5K0.00%+37+41.1%Added
Private Wealth Management Group, LLC127$15.5K0.01%+127New
Asset Dedication, LLC135$16.0K0.00%−115−46.0%Reduced
Bruce G. Allen Investments, LLC132$16.1K0.01%+132New
Bogart Wealth, LLC133$16.2K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC135$16.5K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC136$16.6K0.00%00.0%Unchanged
Addison Advisors LLC140$17.0K0.01%00.0%Unchanged
Key Financial Inc143$17.4K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.145$17.6K0.01%−36−19.9%Reduced
JFS Wealth Advisors, LLC145$17.6K0.00%−8−5.2%Reduced
First Personal Financial Services146$17.8K0.00%00.0%Unchanged
Operose Advisors LLC147$17.9K0.01%00.0%Unchanged
Valley National Advisers Inc153$18.0K0.00%−15−8.9%Reduced
Winch Advisory Services, LLC150$18.3K0.01%00.0%Unchanged
Quest Partners LLC154$18.7K0.00%+154New
Prestige Wealth Management Group LLC156$19.0K0.00%−59−27.4%Reduced
McClarren Financial Advisors, Inc.155$19.0K0.01%+155New
Old Second National Bank of Aurora160$19.5K0.01%00.0%Unchanged
Montag A & Associates Inc160$19.5K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC166$20.0K0.01%−25−13.1%Reduced
Farmers & Merchants Trust Co of Chambersburg PA165$20.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.169$20.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC165$20.1K0.00%00.0%Unchanged
Planned Solutions, Inc.167$20.3K0.01%+167New
MV Capital Management, Inc.168$20.4K0.00%+7+4.3%Added
JJJ Advisors Inc.169$20.6K0.00%+2+1.2%Added
Carmichael Hill & Associates, Inc.172$20.9K0.01%00.0%Unchanged
Archer Investment Corp173$21.1K0.01%00.0%Unchanged
Security National Bank175$21.3K0.00%+175New
Focused Wealth Management, Inc176$21.5K0.00%00.0%Unchanged
Planning Capital Management Corp179$21.8K0.02%+179New
Abound Wealth Management179$21.8K0.01%−4−2.2%Reduced
Bank of New Hampshire180$21.9K0.01%00.0%Unchanged
Gradient Investments LLC185$22.5K0.00%00.0%Unchanged
Creative Capital Management Investments LLC198$24.1K0.01%00.0%Unchanged
Stephens Consulting, LLC200$24.3K0.01%00.0%Unchanged
LM Advisors LLC200$24.3K0.00%+200New
Proequities, Inc.203$24.8K0.00%−105−34.1%Reduced
Ofi Invest Asset Management231$25.4K0.00%+7+3.1%Added
Zions Bancorporation, N.A.213$25.9K0.00%+2+0.9%Added
New England Capital Financial Advisors LLC216$26.3K0.02%+1+0.5%Added
Old Point Trust & Financial Services N A217$26.4K0.01%+217New
HHM Wealth Advisors, LLC219$26.7K0.00%00.0%Unchanged
Raleigh Capital Management Inc.219$26.7K0.01%+26+13.5%Added
Hall Laurie J Trustee224$27.0K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC224$27.3K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.238$29.0K0.01%00.0%Unchanged
TSFG, LLC235$29.0K0.01%−200−46.0%Reduced
Deseret Mutual Benefit Administrators242$29.5K0.02%−71−22.7%Reduced
Westside Investment Management, Inc.245$29.8K0.01%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.250$30.4K0.02%+250New
FinTrust Capital Advisors, LLC278$33.8K0.01%00.0%Unchanged
Global X Japan Co., Ltd.278$33.8K0.02%+278New
Lazard Asset Management LLC283$34.0K0.00%00.0%Unchanged
Salomon & Ludwin, LLC305$34.2K0.00%00.0%Unchanged
Naples Money Management LLC290$35.3K0.03%+290New
Jamison Private Wealth Management, Inc.291$35.4K0.01%+1+0.3%Added
Rogco, LP292$35.5K0.02%00.0%Unchanged
Oakworth Capital, Inc.300$36.5K0.00%−9−2.9%Reduced
Tacita Capital Inc300$36.5K0.03%00.0%Unchanged
CKW Financial Group305$37.0K0.01%−5−1.6%Reduced
Glassman Wealth Services307$37.4K0.01%−10−3.2%Reduced
Sound Income Strategies, LLC316$38.5K0.00%00.0%Unchanged
Piscataqua Savings Bank317$38.6K0.04%00.0%Unchanged
Avion Wealth329$40.0K0.01%+14+4.4%Added
Private Ocean, LLC330$40.2K0.00%00.0%Unchanged
AdvisorNet Financial, Inc335$40.8K0.00%+28+9.1%Added
Centennial Bank338$41.1K0.02%00.0%Unchanged
Activest Wealth Management342$41.6K0.02%+275+410.4%Added
Larson Financial Group LLC343$41.7K0.00%+1+0.3%Added
Broadwater Capital Management LLC352$42.8K0.03%+352New
Peoples Bank355$43.2K0.03%−75−17.4%Reduced
Jackson, Grant Investment Advisers, Inc.368$44.7K0.02%00.0%Unchanged
Union Savings Bank375$45.6K0.03%00.0%Unchanged
Rosenberg Matthew Hamilton380$46.2K0.01%−100−20.8%Reduced
Greenwood Gearhart Inc400$48.7K0.01%+400New
City Holding Co403$49.0K0.01%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC425$51.8K0.01%+425New
Glen Eagle Advisors, LLC427$52.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.469$52.0K0.00%+153+48.4%Added
Ancora Advisors, LLC445$54.2K0.00%−125−21.9%Reduced
Armstrong Advisory Group, Inc446$54.3K0.01%00.0%Unchanged