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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 2,711 | $330.0K | 0.00% | −26,118−90.6% | Reduced |
| Occudo Quantitative Strategies LP | 2,750 | $334.7K | 0.05% | −7,508−73.2% | Reduced |
| IFP Advisors, Inc | 2,768 | $336.9K | 0.02% | +5+0.2% | Added |
| Ironwood Financial, llc | 2,777 | $338.0K | 0.08% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,785 | $338.9K | 0.02% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,788 | $339.3K | 0.05% | −1,772−38.9% | Reduced |
| Blueshift Asset Management, LLC | 2,794 | $340.0K | 0.18% | −2,525−47.5% | Reduced |
| Canandaigua National Bank & Trust Co | 2,800 | $340.8K | 0.05% | −15−0.5% | Reduced |
| Paloma Partners Management Co | 2,812 | $342.2K | 0.06% | +2,679+2,014.3% | Added |
| Whittier Trust Co of Nevada Inc | 2,823 | $343.6K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,842 | $345.9K | 0.01% | +170+6.4% | Added |
| Chicago Partners Investment Group LLC | 2,894 | $348.8K | 0.02% | +92+3.3% | Added |
| Boston Family Office LLC | 2,865 | $349.0K | 0.03% | +124+4.5% | Added |
| Banque Pictet & Cie SA | 2,878 | $350.3K | 0.00% | −137,599−98.0% | Reduced |
| Horizon Investments, LLC | 2,909 | $354.0K | 0.01% | +46+1.6% | Added |
| Leonteq Securities AG | 2,925 | $356.0K | 0.05% | +133+4.8% | Added |
| NEOS Investment Management LLC | 2,960 | $360.2K | 0.03% | +727+32.6% | Added |
| First National Bank & Trust Co of Newtown | 2,989 | $363.8K | 0.08% | −158−5.0% | Reduced |
| New World Advisors LLC | 3,008 | $366.1K | 0.11% | +3,008 | New |
| Welch Group, LLC | 3,014 | $366.9K | 0.02% | +900+42.6% | Added |
| Adviser Investments LLC | 3,085 | $375.4K | 0.01% | +3,085 | New |
| Berkshire Bank | 3,090 | $376.1K | 0.10% | 00.0% | Unchanged |
| Haverford Trust Co | 3,118 | $379.5K | 0.00% | −90−2.8% | Reduced |
| North Star Asset Management Inc | 3,184 | $387.5K | 0.02% | −125−3.8% | Reduced |
| David Loasby | 3,239 | $388.6K | 0.04% | −1,183−26.8% | Reduced |
| ELCO Management Co., LLC | 3,240 | $394.3K | 0.26% | −999−23.6% | Reduced |
| Diligent Investors, LLC | 3,254 | $396.0K | 0.11% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,263 | $397.1K | 0.01% | −385−10.6% | Reduced |
| Park Edge Advisors, LLC | 3,271 | $398.1K | 0.14% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,292 | $401.0K | 0.01% | −200−5.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,292 | $401.1K | 0.01% | −200−5.7% | Reduced |
| Ieq Capital, LLC | 3,318 | $403.8K | 0.01% | −389−10.5% | Reduced |
| Probity Advisors, Inc. | 3,348 | $407.5K | 0.09% | −302−8.3% | Reduced |
| Evercore Wealth Management, LLC | 3,353 | $408.1K | 0.01% | +11+0.3% | Added |
| HB Wealth Management, LLC | 3,357 | $408.6K | 0.01% | +774+30.0% | Added |
| Intrust Bank NA | 3,385 | $412.0K | 0.05% | −403−10.6% | Reduced |
| Meridian Investment Counsel Inc. | 3,398 | $413.5K | 0.14% | 00.0% | Unchanged |
| Central Trust Co | 3,415 | $415.6K | 0.01% | +36+1.1% | Added |
| National Asset Management, Inc. | 3,414 | $416.2K | 0.01% | +141+4.3% | Added |
| Venturi Wealth Management, LLC | 3,440 | $418.6K | 0.03% | +1,912+125.1% | Added |
| Avantax Advisory Services, Inc. | 3,447 | $419.5K | 0.00% | −493−12.5% | Reduced |
| Wahed Invest LLC | 3,449 | $419.7K | 0.12% | +179+5.5% | Added |
| Ci Investments Inc. | 3,484 | $424.0K | 0.00% | −582−14.3% | Reduced |
| Cobblestone Capital Advisors LLC | 3,490 | $424.7K | 0.03% | −44−1.2% | Reduced |
| Cambridge Trust Co | 3,540 | $430.8K | 0.02% | −49−1.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,571 | $434.6K | 0.02% | −80−2.2% | Reduced |
| Profund Advisors LLC | 3,574 | $435.0K | 0.02% | +365+11.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,625 | $441.0K | 0.42% | 00.0% | Unchanged |
| Estabrook Capital Management | 3,680 | $447.9K | 0.07% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,714 | $452.0K | 0.06% | 00.0% | Unchanged |
| Janney Capital Management LLC | 3,711 | $452.0K | 0.03% | −150−3.9% | Reduced |
| Choate Investment Advisors | 3,722 | $453.0K | 0.01% | −49−1.3% | Reduced |
| Bessemer Group Inc | 3,733 | $455.0K | 0.00% | −660−15.0% | Reduced |
| Whittier Trust Co | 3,761 | $457.7K | 0.01% | −12−0.3% | Reduced |
| Israel Discount Bank of New York | 3,820 | $464.9K | 0.36% | −54−1.4% | Reduced |
| Snowden Capital Advisors LLC | 3,825 | $465.5K | 0.02% | −374−8.9% | Reduced |
| Aristotle Capital Management, LLC | 3,833 | $466.5K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,843 | $467.6K | 0.04% | −398−9.4% | Reduced |
| Financial Network Wealth Management LLC | 3,859 | $469.0K | 0.20% | −67−1.7% | Reduced |
| Ballentine Partners, LLC | 3,857 | $469.4K | 0.01% | +41+1.1% | Added |
| Silvercrest Asset Management Group LLC | 3,877 | $471.9K | 0.00% | +12+0.3% | Added |
| Humankind Investments LLC | 3,879 | $472.1K | 0.14% | +196+5.3% | Added |
| Graypoint LLC | 3,879 | $472.1K | 0.04% | +3,879 | New |
| Flputnam Investment Management Co | 3,890 | $473.4K | 0.01% | −69−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 3,920 | $477.1K | 0.01% | −648−14.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,960 | $481.9K | 0.09% | +530+15.5% | Added |
| Connecticut Wealth Management, LLC | 3,964 | $482.4K | 0.03% | +4+0.1% | Added |
| Financial Advisory Corp | 4,015 | $489.0K | 0.22% | +779+24.1% | Added |
| Ferguson Wellman Capital Management, Inc | 4,031 | $490.6K | 0.01% | −125−3.0% | Reduced |
| Resonant Capital Advisors, LLC | 4,036 | $492.1K | 0.05% | +426+11.8% | Added |
| Guyasuta Investment Advisors Inc | 4,044 | $492.2K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,064 | $494.6K | 0.02% | +4,064 | New |
| Apollon Wealth Management, LLC | 4,085 | $497.1K | 0.02% | +1,898+86.8% | Added |
| Nixon Peabody Trust Co | 4,120 | $501.4K | 0.06% | +4,120 | New |
| Duncker Streett & Co Inc | 4,136 | $503.4K | 0.11% | −30−0.7% | Reduced |
| Glenview Trust Co | 4,138 | $503.6K | 0.01% | −1,426−25.6% | Reduced |
| Vestcor Inc | 4,193 | $510.0K | 0.02% | −40−0.9% | Reduced |
| MAI Capital Management | 4,201 | $511.3K | 0.01% | +1,376+48.7% | Added |
| Nomura Holdings Inc | 4,216 | $513.1K | 0.00% | +4,216 | New |
| Curbstone Financial Management Corp | 4,226 | $514.3K | 0.12% | +30+0.7% | Added |
| Atlas Capital Advisors LLC | 4,238 | $515.8K | 0.07% | −61−1.4% | Reduced |
| Cim Investment Mangement Inc | 4,261 | $518.6K | 0.17% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,289 | $522.0K | 0.00% | −3,041−41.5% | Reduced |
| Alberta Investment Management Corp | 4,300 | $523.3K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,307 | $524.2K | 0.04% | +23+0.5% | Added |
| InTrack Investment Management Inc | 4,354 | $529.8K | 0.40% | +300+7.4% | Added |
| GWM Advisors LLC | 4,362 | $530.8K | 0.01% | −3,069−41.3% | Reduced |
| Pflug Koory, LLC | 4,363 | $531.0K | 0.28% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,392 | $534.5K | 0.01% | +266+6.4% | Added |
| QRG Capital Management, Inc. | 4,393 | $534.6K | 0.01% | +156+3.7% | Added |
| V-Square Quantitative Management LLC | 4,423 | $538.3K | 0.13% | +926+26.5% | Added |
| Buckingham Strategic Wealth, LLC | 4,426 | $538.6K | 0.01% | −66−1.5% | Reduced |
| McMorgan & Co LLC | 4,428 | $538.9K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,430 | $539.1K | 0.01% | +1,960+79.4% | Added |
| Courier Capital LLC | 4,454 | $542.1K | 0.04% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 4,458 | $542.5K | 0.11% | +860+23.9% | Added |
| Trust Point Inc. | 4,460 | $542.8K | 0.04% | +4,460 | New |
| Shell Asset Management Co | 4,525 | $551.0K | 0.03% | +4,525 | New |
| Y-Intercept (Hong Kong) Ltd | 4,590 | $558.6K | 0.05% | −51,702−91.8% | Reduced |
| Impax Asset Management Group plc | 4,601 | $559.9K | 0.00% | +297+6.9% | Added |