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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 8,456 | $1.03M | 0.03% | −421−4.7% | Reduced |
| Meridian Wealth Management, LLC | 8,504 | $1.03M | 0.07% | +20+0.2% | Added |
| Metropolitan Life Insurance Co | 8,505 | $1.04M | 0.05% | −139−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,521 | $1.04M | 0.01% | +7,502+736.2% | Added |
| Camelot Portfolios, LLC | 8,548 | $1.04M | 0.62% | +5,361+168.2% | Added |
| Girard Partners Ltd. | 8,552 | $1.04M | 0.11% | −106−1.2% | Reduced |
| Tiaa Trust, National Association | 8,578 | $1.04M | 0.00% | −415−4.6% | Reduced |
| Crawford Investment Counsel Inc | 8,635 | $1.05M | 0.02% | +693+8.7% | Added |
| United Capital Financial Advisers, LLC | 8,675 | $1.06M | 0.01% | −2,221−20.4% | Reduced |
| La Banque Postale Asset Management SA | 8,725 | $1.06M | 0.02% | +4,977+132.8% | Added |
| Roberts Glore & Co Inc | 8,793 | $1.07M | 0.33% | +150+1.7% | Added |
| Farmers & Merchants Investments Inc | 8,830 | $1.07M | 0.04% | +45+0.5% | Added |
| Goelzer Investment Management, Inc. | 8,864 | $1.08M | 0.07% | −2,594−22.6% | Reduced |
| Martingale Asset Management L P | 8,897 | $1.08M | 0.02% | −11,440−56.3% | Reduced |
| Premier Path Wealth Partners, LLC | 8,938 | $1.09M | 0.24% | +8,938 | New |
| Rice Hall James & Associates, LLC | 9,159 | $1.11M | 0.06% | 00.0% | Unchanged |
| Arnhold LLC | 9,190 | $1.12M | 0.12% | +9,190 | New |
| Sound View Wealth Advisors Group, LLC | 9,246 | $1.13M | 0.12% | +966+11.7% | Added |
| Cornerstone National Bank & Trust Co | 9,398 | $1.14M | 0.61% | −1,819−16.2% | Reduced |
| Boomfish Wealth Group, LLC | 9,413 | $1.15M | 0.83% | +9,413 | New |
| Romano Brothers and Company | 9,414 | $1.15M | 0.17% | −500−5.0% | Reduced |
| Waldron Private Wealth LLC | 9,427 | $1.15M | 0.05% | −113−1.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,476 | $1.15M | 0.10% | +2,433+34.5% | Added |
| Dean Capital Management | 9,501 | $1.16M | 0.71% | +1,541+19.4% | Added |
| Keybank National Association | 9,546 | $1.16M | 0.01% | +409+4.5% | Added |
| HRT Financial LP | 9,650 | $1.17M | 0.01% | +4,730+96.1% | Added |
| Clearstead Advisors, LLC | 9,731 | $1.18M | 0.06% | +126+1.3% | Added |
| Legal Advantage Investments, Inc. | 9,739 | $1.19M | 0.71% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,767 | $1.19M | 0.01% | −310−3.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,838 | $1.20M | 0.32% | +177+1.8% | Added |
| First Community Trust NA | 9,867 | $1.20M | 1.30% | −600−5.7% | Reduced |
| Stratos Wealth Partners, LTD. | 9,880 | $1.20M | 0.02% | +402+4.2% | Added |
| Argent Trust Co | 9,994 | $1.22M | 0.06% | −247−2.4% | Reduced |
| Waycross Partners, LLC | 10,000 | $1.22M | 0.23% | +10,000 | New |
| MML Investors Services, LLC | 10,051 | $1.22M | 0.01% | −1,466−12.7% | Reduced |
| Waterfront Wealth Inc. | 10,075 | $1.23M | 0.36% | +200+2.0% | Added |
| Boston Private Wealth LLC | 10,320 | $1.26M | 0.03% | +174+1.7% | Added |
| Fort Washington Investment Advisors Inc | 10,430 | $1.27M | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,514 | $1.28M | 0.09% | +10,514 | New |
| Cetera Advisor Networks LLC | 10,562 | $1.29M | 0.01% | +592+5.9% | Added |
| Private Advisor Group, LLC | 10,610 | $1.29M | 0.01% | +1,164+12.3% | Added |
| 1st Source Bank | 10,786 | $1.31M | 0.08% | −788−6.8% | Reduced |
| New Mexico Educational Retirement Board | 10,822 | $1.32M | 0.05% | 00.0% | Unchanged |
| Norway Savings Bank | 10,925 | $1.33M | 0.59% | −235−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,952 | $1.33M | 0.01% | −1,738−13.7% | Reduced |
| Wellington Management Group LLP | 10,968 | $1.33M | 0.00% | +10,968 | New |
| Claret Asset Management Corp | 11,112 | $1.35M | 0.24% | −147−1.3% | Reduced |
| Nwam LLC | 11,307 | $1.38M | 0.11% | −19,838−63.7% | Reduced |
| Graham Capital Management, L.P. | 11,341 | $1.38M | 0.04% | +5,390+90.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,700 | $1.42M | 0.01% | −3,835−24.7% | Reduced |
| Kinneret Advisory, LLC | 11,751 | $1.43M | 0.16% | +11,751 | New |
| Tredje AP-fonden | 11,929 | $1.45M | 0.02% | −13,000−52.1% | Reduced |
| Epoch Investment Partners, Inc. | 11,984 | $1.46M | 0.01% | −640−5.1% | Reduced |
| Studio Investment Management LLC | 12,020 | $1.46M | 0.37% | +1,785+17.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 12,171 | $1.48M | 0.30% | +73+0.6% | Added |
| Scotia Capital Inc. | 12,316 | $1.50M | 0.01% | +465+3.9% | Added |
| Strategic Global Advisors, LLC | 12,336 | $1.50M | 0.34% | −8,315−40.3% | Reduced |
| Silvant Capital Management LLC | 12,378 | $1.51M | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,465 | $1.52M | 0.01% | +1,984+18.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,526 | $1.52M | 0.00% | −487−3.7% | Reduced |
| Missouri Trust & Investment Co | 12,526 | $1.52M | 0.62% | +2,460+24.4% | Added |
| Louisiana State Employees Retirement System | 12,600 | $1.53M | 0.03% | −300−2.3% | Reduced |
| Chartwell Investment Partners, LLC | 12,737 | $1.55M | 0.05% | −36,943−74.4% | Reduced |
| Gilman Hill Asset Management, LLC | 12,757 | $1.55M | 0.29% | −129−1.0% | Reduced |
| Sciencast Management LP | 12,811 | $1.56M | 0.85% | +12,811 | New |
| Koss-Olinger Consulting, LLC | 12,867 | $1.57M | 0.15% | +9,187+249.6% | Added |
| Vinva Investment Management Ltd | 12,876 | $1.57M | 0.11% | +6,059+88.9% | Added |
| Caption Management, LLC | 13,000 | $1.58M | 0.17% | +13,000 | New |
| Metis Global Partners, LLC | 13,017 | $1.58M | 0.06% | −10−0.1% | Reduced |
| Welch & Forbes LLC | 13,072 | $1.59M | 0.02% | −1,549−10.6% | Reduced |
| Quantinno Capital Management LP | 13,100 | $1.59M | 0.06% | −1,487−10.2% | Reduced |
| Ardent Capital Management, Inc. | 13,126 | $1.60M | 0.84% | −973−6.9% | Reduced |
| Securian Asset Management, Inc | 13,215 | $1.61M | 0.05% | −1,750−11.7% | Reduced |
| Jefferies Financial Group Inc. | 13,256 | $1.61M | 0.03% | −11,744−47.0% | Reduced |
| Citizens & Northern Corp | 13,303 | $1.62M | 0.58% | −525−3.8% | Reduced |
| Walleye Capital LLC | 13,462 | $1.64M | 0.02% | −124,628−90.3% | Reduced |
| Ostrum Asset Management | 13,489 | $1.64M | 0.14% | +3,926+41.1% | Added |
| Nordea Investment Management AB | 13,603 | $1.66M | 0.00% | −17,367−56.1% | Reduced |
| Northwest & Ethical Investments L.P. | 13,635 | $1.66M | 0.05% | +2,300+20.3% | Added |
| 1832 Asset Management L.P. | 13,741 | $1.67M | 0.00% | −5,414−28.3% | Reduced |
| United Asset Strategies, Inc. | 13,798 | $1.68M | 0.19% | −2,754−16.6% | Reduced |
| Tocqueville Asset Management L.P. | 13,811 | $1.68M | 0.03% | −527−3.7% | Reduced |
| Belpointe Asset Management LLC | 13,862 | $1.69M | 0.15% | −218−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 13,965 | $1.70M | 0.04% | −224−1.6% | Reduced |
| Hartford Investment Management Co | 14,077 | $1.71M | 0.06% | −168−1.2% | Reduced |
| Dean Investment Associates, LLC | 14,212 | $1.73M | 0.25% | +790+5.9% | Added |
| LMCG Investments, LLC | 14,271 | $1.74M | 0.11% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 14,353 | $1.75M | 0.20% | −3,578−20.0% | Reduced |
| Ossiam | 14,466 | $1.76M | 0.03% | −3,718−20.4% | Reduced |
| STRS Ohio | 14,552 | $1.77M | 0.01% | −2,127−12.8% | Reduced |
| First Western Trust Bank | 14,721 | $1.79M | 0.09% | −150−1.0% | Reduced |
| Greatmark Investment Partners, Inc. | 14,740 | $1.79M | 0.28% | +930+6.7% | Added |
| Pearl River Capital, LLC | 15,300 | $1.86M | 0.30% | −15,054−49.6% | Reduced |
| JustInvest LLC | 15,361 | $1.87M | 0.05% | +4,506+41.5% | Added |
| Heritage Trust Co | 16,003 | $1.95M | 0.27% | −175−1.1% | Reduced |
| Maryland State Retirement & Pension System | 16,034 | $1.95M | 0.04% | 00.0% | Unchanged |
| South Dakota Investment Council | 16,088 | $1.96M | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,251 | $1.98M | 0.01% | +10,166+167.1% | Added |
| Oregon Public Employees Retirement Fund | 16,283 | $1.98M | 0.03% | −14,331−46.8% | Reduced |
| Glenmede Trust Co NA | 16,478 | $2.01M | 0.01% | −2,960−15.2% | Reduced |