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 |
|---|---|---|---|---|---|
| Waycross Partners, LLC | 10,000 | $1.22M | 0.23% | +10,000 | New |
| Argent Trust Co | 9,994 | $1.22M | 0.06% | −247−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 9,880 | $1.20M | 0.02% | +402+4.2% | Added |
| First Community Trust NA | 9,867 | $1.20M | 1.30% | −600−5.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,838 | $1.20M | 0.32% | +177+1.8% | Added |
| Beacon Pointe Advisors, LLC | 9,767 | $1.19M | 0.01% | −310−3.1% | Reduced |
| Legal Advantage Investments, Inc. | 9,739 | $1.19M | 0.71% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,731 | $1.18M | 0.06% | +126+1.3% | Added |
| HRT Financial LP | 9,650 | $1.17M | 0.01% | +4,730+96.1% | Added |
| Keybank National Association | 9,546 | $1.16M | 0.01% | +409+4.5% | Added |
| Dean Capital Management | 9,501 | $1.16M | 0.71% | +1,541+19.4% | Added |
| Campbell & CO Investment Adviser LLC | 9,476 | $1.15M | 0.10% | +2,433+34.5% | Added |
| Waldron Private Wealth LLC | 9,427 | $1.15M | 0.05% | −113−1.2% | Reduced |
| Romano Brothers and Company | 9,414 | $1.15M | 0.17% | −500−5.0% | Reduced |
| Boomfish Wealth Group, LLC | 9,413 | $1.15M | 0.83% | +9,413 | New |
| Cornerstone National Bank & Trust Co | 9,398 | $1.14M | 0.61% | −1,819−16.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,246 | $1.13M | 0.12% | +966+11.7% | Added |
| Arnhold LLC | 9,190 | $1.12M | 0.12% | +9,190 | New |
| Rice Hall James & Associates, LLC | 9,159 | $1.11M | 0.06% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 8,938 | $1.09M | 0.24% | +8,938 | New |
| Martingale Asset Management L P | 8,897 | $1.08M | 0.02% | −11,440−56.3% | Reduced |
| Goelzer Investment Management, Inc. | 8,864 | $1.08M | 0.07% | −2,594−22.6% | Reduced |
| Farmers & Merchants Investments Inc | 8,830 | $1.07M | 0.04% | +45+0.5% | Added |
| Roberts Glore & Co Inc | 8,793 | $1.07M | 0.33% | +150+1.7% | Added |
| La Banque Postale Asset Management SA | 8,725 | $1.06M | 0.02% | +4,977+132.8% | Added |
| United Capital Financial Advisers, LLC | 8,675 | $1.06M | 0.01% | −2,221−20.4% | Reduced |
| Crawford Investment Counsel Inc | 8,635 | $1.05M | 0.02% | +693+8.7% | Added |
| Tiaa Trust, National Association | 8,578 | $1.04M | 0.00% | −415−4.6% | Reduced |
| Girard Partners Ltd. | 8,552 | $1.04M | 0.11% | −106−1.2% | Reduced |
| Camelot Portfolios, LLC | 8,548 | $1.04M | 0.62% | +5,361+168.2% | Added |
| Federation des caisses Desjardins du Quebec | 8,521 | $1.04M | 0.01% | +7,502+736.2% | Added |
| Metropolitan Life Insurance Co | 8,505 | $1.04M | 0.05% | −139−1.6% | Reduced |
| Meridian Wealth Management, LLC | 8,504 | $1.03M | 0.07% | +20+0.2% | Added |
| Raymond James Trust N.A. | 8,456 | $1.03M | 0.03% | −421−4.7% | Reduced |
| Bahl & Gaynor Inc | 8,361 | $1.02M | 0.01% | −71−0.8% | Reduced |
| SG Americas Securities, LLC | 8,359 | $1.02M | 0.01% | +4,775+133.2% | Added |
| Cary Street Partner Investment Advisory LLC | 8,321 | $1.01M | 0.05% | −266−3.1% | Reduced |
| FDx Advisors, Inc. | 8,306 | $1.01M | 0.08% | +3,865+87.0% | Added |
| Independence Bank of Kentucky | 8,164 | $993.6K | 0.35% | −1,740−17.6% | Reduced |
| Jump Financial, LLC | 8,121 | $988.3K | 0.03% | −14,172−63.6% | Reduced |
| Wealthspire Advisors, LLC | 8,064 | $981.4K | 0.01% | +488+6.4% | Added |
| E. Ohman J:or Asset Management AB | 8,000 | $973.6K | 0.04% | −1,600−16.7% | Reduced |
| Mercer Global Advisors Inc | 7,985 | $972.0K | 0.00% | −725−8.3% | Reduced |
| Lecap Asset Management Ltd | 7,969 | $969.8K | 0.35% | +7,969 | New |
| St. Louis Trust Co | 7,954 | $968.0K | 0.17% | 00.0% | Unchanged |
| United Bank | 7,941 | $966.4K | 0.53% | −1,855−18.9% | Reduced |
| Modera Wealth Management, LLC | 7,859 | $956.4K | 0.02% | −390−4.7% | Reduced |
| Northwest Bank & Trust Co | 7,677 | $934.2K | 0.84% | +7,677 | New |
| Rothschild Investment LLC | 7,644 | $930.2K | 0.08% | +7,644 | New |
| River Wealth Advisors LLC | 7,606 | $925.6K | 0.15% | −1,931−20.2% | Reduced |
| Grace & White Inc | 7,500 | $912.8K | 0.16% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,445 | $906.1K | 0.06% | −164−2.2% | Reduced |
| Fiduciary Trust Co | 7,421 | $903.1K | 0.02% | −2,012−21.3% | Reduced |
| Oppenheimer Asset Management Inc. | 7,402 | $900.8K | 0.01% | −637−7.9% | Reduced |
| Trust Co of Toledo NA | 7,378 | $897.9K | 0.15% | +1,102+17.6% | Added |
| Norinchukin Bank, The | 7,367 | $896.6K | 0.02% | −754−9.3% | Reduced |
| Veriti Management LLC | 7,339 | $893.2K | 0.08% | −725−9.0% | Reduced |
| Empirical Finance, LLC | 7,256 | $883.1K | 0.06% | +59+0.8% | Added |
| HM Payson & Co | 7,074 | $861.0K | 0.02% | −563−7.4% | Reduced |
| Cary Street Partners Asset Management LLC | 7,035 | $856.2K | 0.15% | −255−3.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,980 | $849.5K | 0.35% | −918−11.6% | Reduced |
| Azzad Asset Management Inc | 6,950 | $845.9K | 0.11% | +123+1.8% | Added |
| Nicolet Bankshares Inc | 6,912 | $841.2K | 0.23% | +50+0.7% | Added |
| CWM, LLC | 6,885 | $838.0K | 0.00% | −895−11.5% | Reduced |
| Huntington National Bank | 6,875 | $836.7K | 0.01% | +79+1.2% | Added |
| Daymark Wealth Partners, LLC | 6,874 | $836.6K | 0.05% | −13−0.2% | Reduced |
| NBT Bank N A | 6,826 | $830.7K | 0.07% | +665+10.8% | Added |
| Simmons Bank | 6,807 | $828.4K | 0.07% | −10,612−60.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,790 | $826.3K | 0.00% | −1,755−20.5% | Reduced |
| Mill Capital Management, LLC | 6,761 | $822.8K | 0.07% | 00.0% | Unchanged |
| 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 |
| Brookstone Capital Management | 6,716 | $817.4K | 0.02% | +361+5.7% | Added |
| CIBC World Markets Inc. | 6,714 | $817.0K | 0.00% | −671−9.1% | Reduced |
| Hancock Whitney Corp | 6,708 | $816.4K | 0.03% | −1,693−20.2% | Reduced |
| Ar Asset Management Inc | 6,700 | $815.0K | 0.21% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 6,687 | $814.0K | 0.02% | −8,938−57.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,615 | $805.0K | 0.02% | +20+0.3% | Added |
| Pettee Investors, Inc. | 6,605 | $803.8K | 0.36% | −102−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 6,688 | $802.4K | 0.10% | +163+2.5% | Added |
| Advisors Asset Management, Inc. | 6,478 | $788.4K | 0.02% | +623+10.6% | Added |
| Bradley Foster & Sargent Inc | 6,452 | $785.2K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 6,292 | $766.0K | 0.02% | −10,000−61.4% | Reduced |
| GLOBALT Investments LLC | 6,271 | $763.2K | 0.03% | +6,271 | New |
| Lowe Brockenbrough & Co Inc | 6,243 | $761.3K | 0.06% | −25−0.4% | Reduced |
| GTS Securities LLC | 6,094 | $741.6K | 0.02% | +2,840+87.3% | Added |
| Kestra Advisory Services, LLC | 6,045 | $735.6K | 0.01% | −143−2.3% | Reduced |
| Regions Financial Corp | 5,914 | $719.7K | 0.01% | −290−4.7% | Reduced |
| Credit Agricole S A | 5,913 | $719.6K | 0.01% | +3,948+200.9% | Added |
| Umb Bank N A | 5,911 | $719.4K | 0.01% | +208+3.6% | Added |
| Everence Capital Management Inc | 5,900 | $718.0K | 0.05% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,854 | $712.0K | 0.01% | −3,439−37.0% | Reduced |
| Highlander Capital Management, LLC | 5,796 | $705.4K | 0.25% | 00.0% | Unchanged |
| Burns J W & Co Inc | 5,786 | $704.2K | 0.10% | −13−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,736 | $698.0K | 0.19% | +2,164+60.6% | Added |
| Culbertson A N & Co Inc | 5,703 | $694.1K | 0.13% | −45−0.8% | Reduced |
| HMS Capital Management, LLC | 5,679 | $691.1K | 0.42% | −2,872−33.6% | Reduced |
| Endurant Capital Management LP | 5,646 | $687.1K | 3.94% | −11,833−67.7% | Reduced |
| Advisory Services Network, LLC | 5,585 | $679.7K | 0.02% | −524−8.6% | Reduced |
| Boltwood Capital Management | 5,581 | $679.2K | 0.22% | −110−1.9% | Reduced |