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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 454 | $55.3K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 458 | $55.7K | 0.01% | −67−12.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 465 | $56.6K | 0.00% | +465 | New |
| Clean Yield Group | 507 | $61.7K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 510 | $62.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $62.2K | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 517 | $62.9K | 0.00% | +517 | New |
| Quent Capital, LLC | 518 | $63.0K | 0.01% | +92+21.6% | Added |
| Pathway Financial Advisers, LLC | 524 | $63.8K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 526 | $64.1K | 0.00% | +156+42.2% | Added |
| Geneos Wealth Management Inc. | 527 | $64.1K | 0.00% | −10−1.9% | Reduced |
| CNB Bank | 536 | $65.2K | 0.04% | −32−5.6% | Reduced |
| GAMMA Investing LLC | 520 | $65.3K | 0.02% | +520 | New |
| State of Wyoming | 539 | $65.6K | 0.01% | +56+11.6% | Added |
| Cullen/Frost Bankers, Inc. | 550 | $66.9K | 0.00% | −1,100−66.7% | Reduced |
| Optimum Investment Advisors | 550 | $66.9K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 572 | $69.0K | 0.02% | −76−11.7% | Reduced |
| North Star Investment Management Corp. | 574 | $69.9K | 0.01% | −9−1.5% | Reduced |
| Webster Bank, N. A. | 577 | $70.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 586 | $71.0K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 603 | $73.4K | 0.02% | −40−6.2% | Reduced |
| DT Investment Partners, LLC | 610 | $74.6K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 620 | $75.5K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 630 | $76.7K | 0.01% | +200+46.5% | Added |
| Salem Investment Counselors Inc | 630 | $76.8K | 0.00% | −65−9.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 630 | $76.8K | 0.01% | +256+68.4% | Added |
| First Horizon Advisors, Inc. | 632 | $76.9K | 0.00% | −599−48.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 639 | $77.7K | 0.02% | +639 | New |
| Allworth Financial LP | 639 | $77.8K | 0.00% | −69−9.7% | Reduced |
| Delta Asset Management LLC | 640 | $77.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 650 | $79.1K | 0.01% | −8−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 653 | $79.5K | 0.00% | +653 | New |
| Fairfield, Bush & Co. | 655 | $79.7K | 0.05% | +655 | New |
| EverSource Wealth Advisors, LLC | 673 | $81.9K | 0.01% | −91−11.9% | Reduced |
| Harbour Investments, Inc. | 685 | $83.4K | 0.00% | +27+4.1% | Added |
| Hazlett, Burt & Watson, Inc. | 695 | $84.0K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $85.2K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 707 | $86.1K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 720 | $87.6K | 0.02% | −36−4.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 725 | $88.2K | 0.00% | −2,827−79.6% | Reduced |
| M&R Capital Management Inc | 747 | $90.9K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 750 | $91.3K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 753 | $91.6K | 0.01% | +23+3.2% | Added |
| Systematic Alpha Investments, LLC | 761 | $92.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 780 | $95.0K | 0.07% | +487+166.2% | Added |
| Manchester Capital Management LLC | 783 | $95.3K | 0.01% | +24+3.2% | Added |
| Citizens National Bank Trust Department | 800 | $97.4K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 812 | $98.8K | 0.01% | +4+0.5% | Added |
| TD Waterhouse Canada Inc. | 777 | $99.1K | 0.00% | +255+48.9% | Added |
| Quadrant Capital Group LLC | 825 | $100.4K | 0.01% | +22+2.7% | Added |
| Parallel Advisors, LLC | 869 | $105.8K | 0.00% | −75−7.9% | Reduced |
| Washington Trust Co | 908 | $110.5K | 0.00% | −1,200−56.9% | Reduced |
| Sandy Spring Bank | 918 | $111.7K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 934 | $113.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 969 | $117.0K | 0.00% | −202−17.3% | Reduced |
| Harbor Investment Advisory, LLC | 999 | $121.6K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $127.4K | 0.00% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 1,173 | $129.0K | 0.34% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,071 | $130.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $132.0K | 0.06% | +1,085 | New |
| Sentry Investment Management LLC | 1,101 | $134.0K | 0.06% | −118−9.7% | Reduced |
| Private Trust Co NA | 1,106 | $134.6K | 0.02% | −4−0.4% | Reduced |
| Spire Wealth Management | 1,109 | $136.8K | 0.00% | −109−8.9% | Reduced |
| Horizon Bancorp Inc | 1,182 | $144.0K | 0.07% | +47+4.1% | Added |
| CoreFirst Bank & Trust | 1,274 | $155.0K | 0.10% | −630−33.1% | Reduced |
| Tobam | 1,298 | $158.0K | 0.01% | −330−20.3% | Reduced |
| Trust Co of Vermont | 1,330 | $161.9K | 0.01% | −622−31.9% | Reduced |
| Concord Wealth Partners | 1,420 | $172.8K | 0.03% | +130+10.1% | Added |
| Brown Brothers Harriman & Co | 1,477 | $179.8K | 0.00% | −121−7.6% | Reduced |
| First Command Advisory Services, Inc. | 1,535 | $186.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,570 | $191.1K | 0.02% | +344+28.1% | Added |
| Evermay Wealth Management LLC | 1,591 | $194.0K | 0.04% | +3+0.2% | Added |
| Tanglewood Legacy Advisors, LLC | 1,631 | $198.5K | 0.11% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,647 | $200.4K | 0.01% | +1,647 | New |
| Sym Financial Corp | 1,650 | $200.8K | 0.03% | +1,650 | New |
| Burney Co | 1,666 | $202.8K | 0.01% | +1,666 | New |
| Basepoint Wealth LLC | 1,667 | $202.8K | 0.16% | −567−25.4% | Reduced |
| Intrepid Financial Planning Group LLC | 1,667 | $202.9K | 0.10% | +1,667 | New |
| Syon Capital LLC | 1,680 | $204.5K | 0.02% | +1,680 | New |
| Sittner & Nelson, LLC | 1,682 | $204.7K | 0.11% | −302−15.2% | Reduced |
| Wealth Effects LLC | 1,687 | $205.3K | 0.08% | +1,687 | New |
| We Are One Seven, LLC | 1,688 | $205.4K | 0.01% | +1,688 | New |
| HBK Sorce Advisory LLC | 1,697 | $206.5K | 0.01% | −113−6.2% | Reduced |
| Change Path, LLC | 1,716 | $209.0K | 0.01% | +1,716 | New |
| Cipher Capital LP | 1,724 | $209.8K | 0.07% | +1,724 | New |
| Harbor Advisory Corp | 1,729 | $210.4K | 0.08% | +1,729 | New |
| Cypress Capital Group | 1,739 | $211.6K | 0.03% | −99−5.4% | Reduced |
| Wolverine Trading, LLC | 1,756 | $213.7K | 0.00% | −3,893−68.9% | Reduced |
| Brandes Investment Partners, LP | 1,756 | $213.7K | 0.00% | +1,756 | New |
| Transamerica Financial Advisors, Inc. | 1,772 | $216.0K | 0.03% | −464−20.8% | Reduced |
| Great Valley Advisor Group, Inc. | 1,782 | $216.4K | 0.01% | +1,782 | New |
| Intech Investment Management LLC | 1,780 | $216.6K | 0.00% | −2,501−58.4% | Reduced |
| Journey Advisory Group, LLC | 1,813 | $220.6K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,816 | $221.0K | 0.01% | +1,816 | New |
| White Pine Capital LLC | 1,825 | $222.1K | 0.09% | −300−14.1% | Reduced |
| United Bank | 1,838 | $223.7K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,841 | $224.1K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,842 | $224.1K | 0.01% | −72−3.8% | Reduced |
| C M Bidwell & Associates Ltd | 1,844 | $224.4K | 0.17% | −695−27.4% | Reduced |
| Westhampton Capital, LLC | 1,845 | $224.5K | 0.13% | −700−27.5% | Reduced |