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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 1,845 | $224.6K | 0.00% | +1,845 | New |
| Ritholtz Wealth Management | 1,856 | $225.9K | 0.01% | +1,856 | New |
| First National Bank | 1,870 | $227.6K | 0.18% | −75−3.9% | Reduced |
| Moneta Group Investment Advisors LLC | 1,872 | $227.9K | 0.00% | +11+0.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,885 | $229.0K | 0.00% | +1,226+186.0% | Added |
| Meeder Advisory Services, Inc. | 1,887 | $229.6K | 0.03% | +1,887 | New |
| Summit Global Investments | 1,888 | $230.0K | 0.02% | −481−20.3% | Reduced |
| Certified Advisory Corp | 1,895 | $230.6K | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 1,899 | $231.2K | 0.02% | +84+4.6% | Added |
| WealthPlan Investment Management, LLC | 1,900 | $231.2K | 0.04% | −25−1.3% | Reduced |
| Round Rock Advisors, LLC | 1,900 | $231.2K | 0.06% | +1,900 | New |
| Stephens Inc | 1,907 | $232.1K | 0.00% | −257−11.9% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,918 | $233.4K | 0.00% | +1,918 | New |
| Principal Securities, Inc. | 1,947 | $237.0K | 0.01% | +1,947 | New |
| Fort, L.P. | 1,957 | $238.2K | 0.59% | −53−2.6% | Reduced |
| City State Bank | 1,972 | $240.0K | 0.12% | 00.0% | Unchanged |
| Montecito Bank & Trust | 1,975 | $240.4K | 0.05% | −297−13.1% | Reduced |
| Hunter Associates Investment Management LLC | 1,971 | $241.0K | 0.04% | −2−0.1% | Reduced |
| Savant Capital, LLC | 1,981 | $241.0K | 0.00% | −248−11.1% | Reduced |
| Beaton Management Co. Inc. | 1,989 | $242.0K | 0.14% | 00.0% | Unchanged |
| CX Institutional | 1,990 | $242.2K | 0.01% | +1,990 | New |
| Mesirow Financial Investment Management, Inc. | 1,990 | $242.2K | 0.01% | +1,990 | New |
| First County Bank | 1,995 | $242.8K | 0.12% | −125−5.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $243.4K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 2,000 | $243.4K | 0.07% | +2,000 | New |
| Forum Financial Management, LP | 2,006 | $244.1K | 0.00% | +2,006 | New |
| Stratos Wealth Advisors, LLC | 2,026 | $246.7K | 0.01% | +2,026 | New |
| Greylin Investment Mangement Inc | 2,029 | $246.9K | 0.04% | −66−3.2% | Reduced |
| Hara Capital LLC | 2,040 | $248.3K | 0.17% | +2,040 | New |
| Indiana Trust & Investment Management CO | 2,050 | $249.5K | 0.11% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $249.5K | 0.03% | – | – |
| UniSuper Management Pty Ltd | 2,066 | $251.4K | 0.00% | −1,066−34.0% | Reduced |
| Personal Cfo Solutions, LLC | 2,071 | $252.2K | 0.04% | −1,123−35.2% | Reduced |
| Horan Capital Advisors, LLC. | 2,075 | $252.5K | 0.09% | −8−0.4% | Reduced |
| Colonial Trust Co | 2,079 | $253.0K | 0.05% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 2,089 | $254.2K | 0.01% | −159−7.1% | Reduced |
| Tectonic Advisors LLC | 2,091 | $254.5K | 0.02% | +201+10.6% | Added |
| LGT Group Foundation | 2,127 | $258.7K | 0.01% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,129 | $259.0K | 0.10% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,131 | $259.4K | 0.01% | +75+3.6% | Added |
| Wedbush Securities Inc | 2,140 | $260.0K | 0.01% | −192−8.2% | Reduced |
| Sawtooth Solutions, LLC | 2,139 | $260.3K | 0.01% | −350−14.1% | Reduced |
| Bleakley Financial Group, LLC | 2,139 | $260.3K | 0.01% | −350−14.1% | Reduced |
| Old National Bancorp | 2,144 | $260.9K | 0.01% | −456−17.5% | Reduced |
| Signaturefd, LLC | 2,146 | $261.2K | 0.01% | +243+12.8% | Added |
| GPS Wealth Strategies Group, LLC | 2,156 | $262.4K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,166 | $263.6K | 0.01% | −357−14.1% | Reduced |
| Gateway Investment Advisers LLC | 2,182 | $265.6K | 0.00% | −55−2.5% | Reduced |
| Am Investment Strategies LLC | 2,198 | $267.0K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,230 | $271.3K | 0.02% | −3,620−61.9% | Reduced |
| Cigna Investments Inc | 2,245 | $273.0K | 0.06% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,252 | $274.1K | 0.22% | −186−7.6% | Reduced |
| Legacy Capital Group California, Inc. | 2,265 | $275.7K | 0.11% | −470−17.2% | Reduced |
| Pitcairn Co | 2,268 | $276.0K | 0.02% | −32−1.4% | Reduced |
| Boit C F David | 2,300 | $277.1K | 0.16% | +1,500+187.5% | Added |
| Money Concepts Capital Corp | 2,294 | $279.1K | 0.03% | +186+8.8% | Added |
| Siemens Fonds Invest GmbH | 2,298 | $279.7K | 0.02% | +2,298 | New |
| Pinnacle Associates Ltd | 2,298 | $279.7K | 0.00% | +278+13.8% | Added |
| Eqis Capital Management, Inc. | 2,299 | $279.7K | 0.02% | +435+23.3% | Added |
| Rossmore Private Capital | 2,310 | $281.1K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,323 | $282.7K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,330 | $283.6K | 0.01% | +1,900+441.9% | Added |
| Jones Financial Companies LLLP | 2,348 | $285.8K | 0.00% | +428+22.3% | Added |
| Whitener Capital Management, Inc. | 2,355 | $286.6K | 0.10% | +250+11.9% | Added |
| WealthShield Partners, LLC | 2,356 | $287.2K | 0.05% | −39−1.6% | Reduced |
| Rise Advisors, LLC | 2,362 | $287.5K | 0.20% | +5+0.2% | Added |
| Pointe Capital Management LLC | 2,364 | $287.7K | 0.20% | −1,548−39.6% | Reduced |
| Centiva Capital, LP | 2,383 | $290.0K | 0.02% | −6,105−71.9% | Reduced |
| Stokes Family Office, LLC | 2,384 | $290.2K | 0.04% | −114−4.6% | Reduced |
| Allegheny Financial Group LTD | 2,390 | $290.9K | 0.09% | +194+8.8% | Added |
| Independent Financial Group, LLC | 2,395 | $291.4K | 0.02% | +2+0.1% | Added |
| Foster & Motley Inc | 2,409 | $293.0K | 0.02% | −473−16.4% | Reduced |
| Radnor Capital Management, LLC | 2,407 | $293.0K | 0.05% | +66+2.8% | Added |
| Ameritas Investment Partners, Inc. | 2,412 | $293.5K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,417 | $294.1K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,409 | $295.4K | 0.01% | +49+2.1% | Added |
| Lakewood Asset Management LLC | 2,439 | $296.9K | 0.23% | −398−14.0% | Reduced |
| HighPoint Advisor Group LLC | 2,320 | $297.0K | 0.02% | +2,320 | New |
| Brown, Lisle/Cummings, Inc. | 2,450 | $298.2K | 0.11% | −175−6.7% | Reduced |
| AE Wealth Management LLC | 2,480 | $301.9K | 0.00% | −645−20.6% | Reduced |
| Shelton Wealth Management, LLC | 2,492 | $303.3K | 0.22% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,495 | $303.6K | 0.01% | +664+36.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $304.3K | 0.11% | 00.0% | Unchanged |
| Bokf, NA | 2,506 | $305.0K | 0.01% | +269+12.0% | Added |
| Altfest L J & Co Inc | 2,502 | $305.0K | 0.04% | −711−22.1% | Reduced |
| Financial Advocates Investment Management | 2,536 | $308.7K | 0.02% | −89−3.4% | Reduced |
| Symmetry Partners, LLC | 2,565 | $312.0K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,562 | $312.5K | 0.02% | +2,562 | New |
| Putnam Investments LLC | 2,589 | $315.1K | 0.00% | −25,745−90.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,612 | $317.9K | 0.04% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 2,631 | $320.0K | 0.03% | −120−4.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,635 | $320.7K | 0.01% | −1,309−33.2% | Reduced |
| SageView Advisory Group, LLC | 2,623 | $321.0K | 0.01% | +2,623 | New |
| Benjamin Edwards Inc | 2,657 | $323.0K | 0.07% | −2−0.1% | Reduced |
| Moors & Cabot, Inc. | 2,657 | $323.4K | 0.02% | +50+1.9% | Added |
| Chatham Capital Group, Inc. | 2,683 | $326.5K | 0.07% | 00.0% | Unchanged |
| Field & Main Bank | 2,695 | $328.0K | 0.14% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,696 | $328.1K | 0.11% | +29+1.1% | Added |
| Verdence Capital Advisors LLC | 2,698 | $328.3K | 0.03% | −60−2.2% | Reduced |
| Aberdeen Wealth Management LLC | 2,704 | $329.1K | 0.24% | +45+1.7% | Added |