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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 4,613 | $561.4K | 0.02% | +263+6.0% | Added |
| Highline Wealth Partners LLC | 4,635 | $564.1K | 0.27% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 4,661 | $567.2K | 0.29% | +4,661 | New |
| Kovack Advisors, Inc. | 4,685 | $570.1K | 0.07% | +594+14.5% | Added |
| Financial Counselors Inc | 4,742 | $577.1K | 0.01% | −461−8.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,765 | $579.9K | 0.04% | −70−1.4% | Reduced |
| First Eagle Investment Management, LLC | 4,766 | $580.0K | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 4,797 | $583.8K | 0.00% | −17,636−78.6% | Reduced |
| Vontobel Holding Ltd. | 4,844 | $589.5K | 0.00% | +124+2.6% | Added |
| Clifford Swan Investment Counsel LLC | 4,863 | $591.8K | 0.02% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 4,906 | $597.1K | 0.01% | −10,135−67.4% | Reduced |
| SYSTM Wealth Solutions LLC | 4,946 | $602.8K | 0.08% | +51+1.0% | Added |
| Karpas Strategies, LLC | 4,960 | $603.6K | 0.20% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,964 | $604.1K | 0.07% | +214+4.5% | Added |
| Dorsey & Whitney Trust CO LLC | 5,008 | $609.5K | 0.05% | +196+4.1% | Added |
| Peapack Gladstone Financial Corp | 5,048 | $614.0K | 0.01% | −4−0.1% | Reduced |
| Qsemble Capital Management, LP | 5,059 | $615.7K | 0.15% | −35,541−87.5% | Reduced |
| Fisher Asset Management, LLC | 5,100 | $620.7K | 0.00% | −609−10.7% | Reduced |
| BLB&B Advisors, LLC | 5,115 | $622.5K | 0.04% | −103−2.0% | Reduced |
| Greenleaf Trust | 5,119 | $623.0K | 0.01% | −1,260−19.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,160 | $628.0K | 0.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,171 | $629.3K | 0.03% | +241+4.9% | Added |
| Qtron Investments LLC | 5,190 | $631.6K | 0.10% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 5,202 | $633.1K | 0.41% | +5,202 | New |
| Sheaff Brock Investment Advisors, LLC | 5,287 | $643.4K | 0.06% | +5,287 | New |
| Ashton Thomas Private Wealth, LLC | 5,314 | $646.7K | 0.04% | +634+13.5% | Added |
| RSM US Wealth Management LLC | 5,332 | $649.0K | 0.02% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 5,338 | $649.6K | 0.17% | −317−5.6% | Reduced |
| Colony Group, LLC | 5,358 | $652.0K | 0.01% | +5,358 | New |
| Busey Wealth Management | 5,394 | $656.4K | 0.03% | +10+0.2% | Added |
| FJ Investments, LLC | 5,400 | $657.2K | 0.03% | +5,400 | New |
| Beaumont Asset Management, L.L.C. | 5,403 | $657.5K | 0.46% | −1,163−17.7% | Reduced |
| TD Private Client Wealth LLC | 5,469 | $665.6K | 0.02% | −565−9.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,575 | $678.5K | 0.04% | −1,117−16.7% | Reduced |
| Boltwood Capital Management | 5,581 | $679.2K | 0.22% | −110−1.9% | Reduced |
| Advisory Services Network, LLC | 5,585 | $679.7K | 0.02% | −524−8.6% | Reduced |
| Endurant Capital Management LP | 5,646 | $687.1K | 3.94% | −11,833−67.7% | Reduced |
| HMS Capital Management, LLC | 5,679 | $691.1K | 0.42% | −2,872−33.6% | Reduced |
| Culbertson A N & Co Inc | 5,703 | $694.1K | 0.13% | −45−0.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,736 | $698.0K | 0.19% | +2,164+60.6% | Added |
| Burns J W & Co Inc | 5,786 | $704.2K | 0.10% | −13−0.2% | Reduced |
| Highlander Capital Management, LLC | 5,796 | $705.4K | 0.25% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,854 | $712.0K | 0.01% | −3,439−37.0% | Reduced |
| Everence Capital Management Inc | 5,900 | $718.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 5,911 | $719.4K | 0.01% | +208+3.6% | Added |
| Credit Agricole S A | 5,913 | $719.6K | 0.01% | +3,948+200.9% | Added |
| Regions Financial Corp | 5,914 | $719.7K | 0.01% | −290−4.7% | Reduced |
| Kestra Advisory Services, LLC | 6,045 | $735.6K | 0.01% | −143−2.3% | Reduced |
| GTS Securities LLC | 6,094 | $741.6K | 0.02% | +2,840+87.3% | Added |
| Lowe Brockenbrough & Co Inc | 6,243 | $761.3K | 0.06% | −25−0.4% | Reduced |
| GLOBALT Investments LLC | 6,271 | $763.2K | 0.03% | +6,271 | New |
| Dai-Ichi Life Insurance Company, Ltd | 6,292 | $766.0K | 0.02% | −10,000−61.4% | Reduced |
| Bradley Foster & Sargent Inc | 6,452 | $785.2K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 6,478 | $788.4K | 0.02% | +623+10.6% | Added |
| SeaCrest Wealth Management, LLC | 6,688 | $802.4K | 0.10% | +163+2.5% | Added |
| Pettee Investors, Inc. | 6,605 | $803.8K | 0.36% | −102−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,615 | $805.0K | 0.02% | +20+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,687 | $814.0K | 0.02% | −8,938−57.2% | Reduced |
| Ar Asset Management Inc | 6,700 | $815.0K | 0.21% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,708 | $816.4K | 0.03% | −1,693−20.2% | Reduced |
| CIBC World Markets Inc. | 6,714 | $817.0K | 0.00% | −671−9.1% | Reduced |
| Brookstone Capital Management | 6,716 | $817.4K | 0.02% | +361+5.7% | Added |
| Brinker Capital Investments, LLC | 6,715 | $819.0K | 0.01% | −544−7.5% | Reduced |
| Orion Portfolio Solutions, LLC | 6,715 | $819.0K | 0.01% | −544−7.5% | Reduced |
| Mill Capital Management, LLC | 6,761 | $822.8K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,790 | $826.3K | 0.00% | −1,755−20.5% | Reduced |
| Simmons Bank | 6,807 | $828.4K | 0.07% | −10,612−60.9% | Reduced |
| NBT Bank N A | 6,826 | $830.7K | 0.07% | +665+10.8% | Added |
| Daymark Wealth Partners, LLC | 6,874 | $836.6K | 0.05% | −13−0.2% | Reduced |
| Huntington National Bank | 6,875 | $836.7K | 0.01% | +79+1.2% | Added |
| CWM, LLC | 6,885 | $838.0K | 0.00% | −895−11.5% | Reduced |
| Nicolet Bankshares Inc | 6,912 | $841.2K | 0.23% | +50+0.7% | Added |
| Azzad Asset Management Inc | 6,950 | $845.9K | 0.11% | +123+1.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,980 | $849.5K | 0.35% | −918−11.6% | Reduced |
| Cary Street Partners Asset Management LLC | 7,035 | $856.2K | 0.15% | −255−3.5% | Reduced |
| HM Payson & Co | 7,074 | $861.0K | 0.02% | −563−7.4% | Reduced |
| Empirical Finance, LLC | 7,256 | $883.1K | 0.06% | +59+0.8% | Added |
| Veriti Management LLC | 7,339 | $893.2K | 0.08% | −725−9.0% | Reduced |
| Norinchukin Bank, The | 7,367 | $896.6K | 0.02% | −754−9.3% | Reduced |
| Trust Co of Toledo NA | 7,378 | $897.9K | 0.15% | +1,102+17.6% | Added |
| Oppenheimer Asset Management Inc. | 7,402 | $900.8K | 0.01% | −637−7.9% | Reduced |
| Fiduciary Trust Co | 7,421 | $903.1K | 0.02% | −2,012−21.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,445 | $906.1K | 0.06% | −164−2.2% | Reduced |
| Grace & White Inc | 7,500 | $912.8K | 0.16% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 7,606 | $925.6K | 0.15% | −1,931−20.2% | Reduced |
| Rothschild Investment LLC | 7,644 | $930.2K | 0.08% | +7,644 | New |
| Northwest Bank & Trust Co | 7,677 | $934.2K | 0.84% | +7,677 | New |
| Modera Wealth Management, LLC | 7,859 | $956.4K | 0.02% | −390−4.7% | Reduced |
| United Bank | 7,941 | $966.4K | 0.53% | −1,855−18.9% | Reduced |
| St. Louis Trust Co | 7,954 | $968.0K | 0.17% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 7,969 | $969.8K | 0.35% | +7,969 | New |
| Mercer Global Advisors Inc | 7,985 | $972.0K | 0.00% | −725−8.3% | Reduced |
| E. Ohman J:or Asset Management AB | 8,000 | $973.6K | 0.04% | −1,600−16.7% | Reduced |
| Wealthspire Advisors, LLC | 8,064 | $981.4K | 0.01% | +488+6.4% | Added |
| Jump Financial, LLC | 8,121 | $988.3K | 0.03% | −14,172−63.6% | Reduced |
| Independence Bank of Kentucky | 8,164 | $993.6K | 0.35% | −1,740−17.6% | Reduced |
| FDx Advisors, Inc. | 8,306 | $1.01M | 0.08% | +3,865+87.0% | Added |
| Cary Street Partner Investment Advisory LLC | 8,321 | $1.01M | 0.05% | −266−3.1% | Reduced |
| SG Americas Securities, LLC | 8,359 | $1.02M | 0.01% | +4,775+133.2% | Added |
| Bahl & Gaynor Inc | 8,361 | $1.02M | 0.01% | −71−0.8% | Reduced |