Zimmer Biomet Holdings, Inc.

ZBH

Exchange: NYSE
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001136869

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2023: 1,034 institutions

Value heldQ4 2023: $22.2B

Institutions holding ZBH and their total value by quarter
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.

Institutions holding ZBH in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Prestige Wealth Management Group LLC	156	$19.0K	0.00%	−59−27.4%	Reduced
Quest Partners LLC	154	$18.7K	0.00%	+154	New
Winch Advisory Services, LLC	150	$18.3K	0.01%	00.0%	Unchanged
Valley National Advisers Inc	153	$18.0K	0.00%	−15−8.9%	Reduced
Operose Advisors LLC	147	$17.9K	0.01%	00.0%	Unchanged
First Personal Financial Services	146	$17.8K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	145	$17.6K	0.01%	−36−19.9%	Reduced
JFS Wealth Advisors, LLC	145	$17.6K	0.00%	−8−5.2%	Reduced
Key Financial Inc	143	$17.4K	0.00%	00.0%	Unchanged
Addison Advisors LLC	140	$17.0K	0.01%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	136	$16.6K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	135	$16.5K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	133	$16.2K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	132	$16.1K	0.01%	+132	New
Asset Dedication, LLC	135	$16.0K	0.00%	−115−46.0%	Reduced
Hexagon Capital Partners LLC	127	$15.5K	0.00%	+37+41.1%	Added
Private Wealth Management Group, LLC	127	$15.5K	0.01%	+127	New
Coston, McIsaac & Partners	124	$15.0K	0.01%	00.0%	Unchanged
Frazier Financial Advisors, LLC	121	$14.7K	0.01%	+121	New
Winthrop Capital Management, LLC	120	$14.6K	0.00%	+120	New
Annis Gardner Whiting Capital Advisors, LLC	119	$14.5K	0.01%	+26+28.0%	Added
MeadowBrook Investment Advisors LLC	119	$14.5K	0.01%	+119	New
Mendota Financial Group, LLC	115	$14.0K	0.01%	00.0%	Unchanged
Johnson Financial Group, Inc.	113	$13.8K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	113	$13.8K	0.00%	+25+28.4%	Added
Center for Financial Planning, Inc.	110	$13.4K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	109	$13.3K	0.00%	+109	New
Financial Perspectives, Inc	105	$12.8K	0.01%	00.0%	Unchanged
Baystate Wealth Management LLC	104	$12.7K	0.00%	+1+1.0%	Added
Aspect Partners, LLC	104	$12.7K	0.01%	+104	New
Castleview Partners, LLC	104	$12.6K	0.01%	+104	New
Plante Moran Financial Advisors, LLC	103	$12.6K	0.00%	−30−22.6%	Reduced
VisionPoint Advisory Group, LLC	103	$12.5K	0.00%	−103−50.0%	Reduced
Pittenger & Anderson Inc	102	$12.4K	0.00%	+102	New
Tradewinds Capital Management, LLC	102	$12.4K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	100	$12.2K	0.00%	00.0%	Unchanged
NVWM, LLC	100	$12.2K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	100	$12.2K	0.00%	+50+100.0%	Added
Plato Investment Management Ltd	99	$12.0K	0.01%	+99	New
Able Wealth Management LLC	97	$11.8K	0.01%	+97	New
Kessler Investment Group, LLC	96	$11.7K	0.01%	00.0%	Unchanged
Tidemark, LLC	96	$11.7K	0.01%	+96	New
Park Place Capital Corp	93	$11.3K	0.00%	+93	New
ClariVest Asset Management LLC	87	$10.6K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	85	$10.3K	0.00%	+85	New
GW&K Investment Management, LLC	81	$10.0K	0.00%	+3+3.8%	Added
Capital Advisors, Ltd. LLC	79	$10.0K	0.00%	+1+1.3%	Added
Wetzel Investment Advisors, Inc.	81	$10.0K	0.01%	+81	New
McIlrath & Eck, LLC	82	$9.96K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	82	$9.94K	0.01%	+82	New
Capstone Investment Advisors, LLC	80	$9.74K	0.00%	−2,094−96.3%	Reduced
Creekmur Asset Management LLC	80	$9.74K	0.00%	+80	New
Beaird Harris Wealth Management, LLC	79	$9.62K	0.00%	+72+1,028.6%	Added
Thompson Siegel & Walmsley LLC	75	$9.00K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	73	$9.00K	0.00%	00.0%	Unchanged
Turtle Creek Wealth Advisors, LLC	73	$8.88K	0.00%	+73	New
Coppell Advisory Solutions LLC	72	$8.76K	0.00%	+72	New
Newbridge Financial Services Group, Inc.	70	$8.52K	0.00%	00.0%	Unchanged
Loomis Sayles & Co L P	65	$8.00K	0.00%	−21−24.4%	Reduced
Northwest Capital Management Inc	65	$7.91K	0.00%	+25+62.5%	Added
Rakuten Securities, Inc.	65	$7.91K	0.01%	+65	New
Team Financial Group, LLC	64	$7.79K	0.01%	00.0%	Unchanged
Quarry LP	63	$7.67K	0.00%	+63	New
Scarborough Advisors, LLC	62	$7.56K	0.00%	+62	New
Financial Management Professionals, Inc.	61	$7.00K	0.00%	+5+8.9%	Added
First Financial Corp	55	$6.69K	0.00%	+18+48.6%	Added
REAP Financial Group, LLC	54	$6.58K	0.00%	+54	New
Retirement Group, LLC	53	$6.45K	0.00%	+49+1,225.0%	Added
NewSquare Capital LLC	50	$6.08K	0.00%	−5−9.1%	Reduced
Hollencrest Capital Management	50	$6.08K	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	50	$6.08K	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	50	$6.08K	0.00%	+50	New
AlphaMark Advisors, LLC	50	$6.00K	0.00%	−75−60.0%	Reduced
Sachetta, LLC	47	$5.73K	0.00%	+47	New
Sugarloaf Wealth Management, LLC	47	$5.72K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	42	$5.11K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	43	$5.00K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	45	$5.00K	0.00%	+45	New
Heritage Wealth Advisors	40	$4.87K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	40	$4.87K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	40	$4.87K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	40	$4.87K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$4.87K	0.00%	00.0%	Unchanged
ORG Partners LLC	40	$4.87K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	40	$4.87K	0.00%	+16+66.7%	Added
Main Street Group, LTD	40	$4.87K	0.00%	+40	New
Clear Point Advisors Inc.	40	$4.87K	0.00%	+40	New
HighMark Wealth Management LLC	38	$4.63K	0.00%	00.0%	Unchanged
Impact Partnership Wealth, LLC	36	$4.39K	0.00%	−425−92.2%	Reduced
Thompson Investment Management, Inc.	35	$4.26K	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	33	$4.02K	0.00%	+33	New
SOA Wealth Advisors, LLC.	30	$3.65K	0.00%	−16−34.8%	Reduced
Chilton Capital Management LLC	30	$3.65K	0.00%	00.0%	Unchanged
Hoese & Co LLP	30	$3.49K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	27	$3.29K	0.00%	−6−18.2%	Reduced
Tennessee Valley Asset Management Partners	26	$3.16K	0.00%	+26	New
Fortitude Family Office, LLC	26	$3.16K	0.00%	+26	New
Wolff Wiese Magana LLC	25	$3.04K	0.00%	−6−19.4%	Reduced
Mechanics Financial Corp	25	$3.04K	0.00%	00.0%	Unchanged
Red Tortoise LLC	25	$3.04K	0.00%	00.0%	Unchanged