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 |
|---|---|---|---|---|---|
| Pavadi Capital LLC | 55,515 | $6.76M | 8.32% | +55,515 | New |
| Rhenman & Partners Asset Management AB | 55,000 | $6.69M | 0.67% | −5,000−8.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 54,915 | $6.68M | 0.11% | −604−1.1% | Reduced |
| Candriam Luxembourg S.C.A. | 54,856 | $6.68M | 0.05% | +3,691+7.2% | Added |
| Truist Financial Corp | 53,734 | $6.54M | 0.01% | −10,723−16.6% | Reduced |
| Mutual of America Capital Management LLC | 52,758 | $6.42M | 0.07% | −1,575−2.9% | Reduced |
| Forsta Ap-Fonden | 50,800 | $6.18M | 0.06% | −17,700−25.8% | Reduced |
| MetLife Investment Management | 50,748 | $6.18M | 0.04% | −956−1.8% | Reduced |
| Amalgamated Bank | 50,286 | $6.12M | 0.05% | −5,880−10.5% | Reduced |
| Sivik Global Healthcare LLC | 50,000 | $6.08M | 2.54% | 00.0% | Unchanged |
| Clark Estates Inc | 50,000 | $6.08M | 1.03% | +50,000 | New |
| Captrust Financial Advisors | 48,620 | $5.92M | 0.02% | +638+1.3% | Added |
| Teacher Retirement System of Texas | 48,579 | $5.91M | 0.04% | −49,473−50.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 48,532 | $5.91M | 0.01% | −7,819−13.9% | Reduced |
| USS Investment Management Ltd | 47,795 | $5.82M | 0.05% | −3,491−6.8% | Reduced |
| Live Oak Private Wealth LLC | 47,171 | $5.74M | 1.08% | −10,018−17.5% | Reduced |
| Qube Research & Technologies Ltd | 47,162 | $5.74M | 0.01% | −469,433−90.9% | Reduced |
| Stoneridge Investment Partners LLC | 46,598 | $5.67M | 2.39% | −187−0.4% | Reduced |
| Holocene Advisors, LP | 46,420 | $5.65M | 0.02% | −1,155,300−96.1% | Reduced |
| Costello Asset Management, INC | 46,122 | $5.61M | 4.66% | −2,171−4.5% | Reduced |
| Retirement Systems of Alabama | 46,058 | $5.61M | 0.02% | −1,191−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,764 | $5.57M | 0.04% | +3,748+8.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 45,583 | $5.55M | 0.03% | −4,382−8.8% | Reduced |
| Hillman Capital Management, Inc. | 45,484 | $5.54M | 1.91% | −972−2.1% | Reduced |
| Hilton Capital Management, LLC | 44,905 | $5.46M | 0.59% | −89−0.2% | Reduced |
| Hourglass Capital, LLC | 44,325 | $5.39M | 1.74% | +41,425+1,428.4% | Added |
| Everett Harris & Co | 44,158 | $5.37M | 0.08% | −1,015−2.2% | Reduced |
| Bernzott Capital Advisors | 43,704 | $5.32M | 2.08% | −854−1.9% | Reduced |
| IFM Investors Pty Ltd | 43,645 | $5.31M | 0.06% | 00.0% | Unchanged |
| Texas Permanent School Fund | 43,151 | $5.25M | 0.05% | −29−0.1% | Reduced |
| PEAK6 Investments LLC | 42,549 | $5.18M | 0.22% | −78,119−64.7% | Reduced |
| Guggenheim Capital LLC | 42,009 | $5.11M | 0.04% | +1,480+3.7% | Added |
| Verition Fund Management LLC | 41,924 | $5.10M | 0.05% | +18,475+78.8% | Added |
| Cresset Asset Management, LLC | 41,540 | $5.07M | 0.03% | −6,029−12.7% | Reduced |
| Hamilton Wealth, LLC | 40,144 | $4.89M | 1.54% | +13,877+52.8% | Added |
| Rodgers Brothers Inc. | 39,841 | $4.85M | 0.77% | −100−0.3% | Reduced |
| Varma Mutual Pension Insurance Co | 39,800 | $4.84M | 0.05% | +39,800 | New |
| B. Metzler seel. Sohn & Co. AG | 39,661 | $4.83M | 0.06% | −4,452−10.1% | Reduced |
| Erste Asset Management GmbH | 39,373 | $4.79M | 0.07% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 39,253 | $4.78M | 0.19% | −1,390−3.4% | Reduced |
| Czech National Bank | 36,601 | $4.45M | 0.06% | +79+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,552 | $4.45M | 0.01% | +2,298+6.7% | Added |
| Utah Retirement Systems | 36,270 | $4.41M | 0.06% | +200+0.6% | Added |
| Assetmark, Inc | 35,765 | $4.35M | 0.02% | +1,280+3.7% | Added |
| Xponance, Inc. | 35,694 | $4.34M | 0.05% | +8,945+33.4% | Added |
| Rathbone Brothers plc | 35,689 | $4.34M | 0.03% | −1,429−3.8% | Reduced |
| Degroof Petercam Asset Management | 35,599 | $4.33M | 0.06% | +35,599 | New |
| Monarch Capital Management Inc | 34,669 | $4.23M | 1.28% | −663−1.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,447 | $4.19M | 0.05% | −6,069−15.0% | Reduced |
| Yousif Capital Management, LLC | 34,422 | $4.19M | 0.05% | −7,896−18.7% | Reduced |
| Cohen Capital Management, Inc. | 34,059 | $4.14M | 0.79% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 33,494 | $4.08M | 0.03% | +991+3.0% | Added |
| John G Ullman & Associates Inc | 32,664 | $3.98M | 0.63% | +32,664 | New |
| New York Life Investment Management LLC | 32,654 | $3.97M | 0.04% | −28−0.1% | Reduced |
| Banque Cantonale Vaudoise | 32,457 | $3.95M | 0.17% | +15,363+89.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,435 | $3.95M | 0.05% | −16,479−33.7% | Reduced |
| Blair William & Co | 32,180 | $3.92M | 0.01% | +5,650+21.3% | Added |
| Swiss Life Asset Management Ltd | 32,005 | $3.90M | 0.05% | −7,066−18.1% | Reduced |
| Pinebridge Investments, L.P. | 32,007 | $3.90M | 0.04% | −57,808−64.4% | Reduced |
| Jarislowsky, Fraser Ltd | 31,773 | $3.87M | 0.02% | −50−0.2% | Reduced |
| DnB Asset Management AS | 31,602 | $3.85M | 0.02% | +966+3.2% | Added |
| Prudential PLC | 30,779 | $3.75M | 0.04% | +138+0.5% | Added |
| Jacobs & Co | 30,708 | $3.74M | 0.42% | −2,641−7.9% | Reduced |
| Public Employees Retirement Association of Colorado | 30,619 | $3.73M | 0.02% | −379−1.2% | Reduced |
| Pictet & Cie (Europe) SA | 30,601 | $3.72M | 0.11% | −43,088−58.5% | Reduced |
| Pathstone Holdings, LLC | 30,333 | $3.70M | 0.02% | +30,333 | New |
| Janus Henderson Group PLC | 29,725 | $3.62M | 0.00% | −36,963−55.4% | Reduced |
| Ziegler Capital Management, LLC | 29,656 | $3.61M | 0.16% | −1,259−4.1% | Reduced |
| KBC Group NV | 29,054 | $3.54M | 0.01% | −35,712−55.1% | Reduced |
| ProShare Advisors LLC | 28,930 | $3.52M | 0.01% | −2,875−9.0% | Reduced |
| CIBC Asset Management Inc | 28,616 | $3.48M | 0.01% | −1,445−4.8% | Reduced |
| Commerce Bank | 28,526 | $3.47M | 0.02% | −581−2.0% | Reduced |
| Achmea Investment Management B.V. | 27,030 | $3.29M | 0.07% | 00.0% | Unchanged |
| Creative Planning | 26,978 | $3.28M | 0.01% | +5,742+27.0% | Added |
| CIBC World Markets Corp | 26,899 | $3.27M | 0.02% | +15,365+133.2% | Added |
| Charter Trust Co | 26,606 | $3.24M | 0.24% | −3,965−13.0% | Reduced |
| Tower Research Capital LLC (TRC) | 26,577 | $3.23M | 0.04% | +18,019+210.6% | Added |
| Toroso Investments, LLC | 26,561 | $3.23M | 0.08% | −5,342−16.7% | Reduced |
| Westpac Banking Corp | 25,674 | $3.12M | 0.26% | +1,128+4.6% | Added |
| Hills Bank & Trust Co | 25,418 | $3.09M | 0.30% | −185−0.7% | Reduced |
| Engineers Gate Manager LP | 25,243 | $3.07M | 0.09% | −2,554−9.2% | Reduced |
| Fifth Third Bancorp | 24,926 | $3.03M | 0.01% | −2,389−8.7% | Reduced |
| Bridge Creek Capital Management LLC | 24,895 | $3.03M | 1.05% | +107+0.4% | Added |
| Assenagon Asset Management S.A. | 24,481 | $2.98M | 0.01% | −169−0.7% | Reduced |
| Cannell Peter B & Co Inc | 24,314 | $2.96M | 0.09% | −2,520−9.4% | Reduced |
| British Columbia Investment Management Corp | 24,062 | $2.93M | 0.02% | +5,149+27.2% | Added |
| Gotham Asset Management, LLC | 23,506 | $2.86M | 0.05% | −20,599−46.7% | Reduced |
| Janney Montgomery Scott LLC | 23,295 | $2.83M | 0.01% | +4,141+21.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 23,000 | $2.80M | 0.04% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 22,957 | $2.79M | 0.50% | −738−3.1% | Reduced |
| Daiwa Securities Group Inc. | 22,919 | $2.79M | 0.02% | +1,368+6.3% | Added |
| Oppenheimer & Co Inc | 22,845 | $2.78M | 0.05% | +2,495+12.3% | Added |
| Mariner, LLC | 22,782 | $2.77M | 0.01% | −14,399−38.7% | Reduced |
| Valeo Financial Advisors, LLC | 22,362 | $2.72M | 0.11% | −5,732−20.4% | Reduced |
| Auto-Owners Insurance Co | 22,350 | $2.72M | 0.08% | 00.0% | Unchanged |
| PGGM Investments | 22,060 | $2.69M | 0.04% | −3,971−15.3% | Reduced |
| Synovus Financial Corp | 22,034 | $2.68M | 0.04% | −43,046−66.1% | Reduced |
| Birch Hill Investment Advisors LLC | 21,993 | $2.68M | 0.14% | −1,965−8.2% | Reduced |
| Uncommon Cents Investing LLC | 21,796 | $2.65M | 0.88% | +520+2.4% | Added |
| Lido Advisors, LLC | 21,630 | $2.64M | 0.03% | −84−0.4% | Reduced |