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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 5,575 | $678.5K | 0.04% | −1,117−16.7% | Reduced |
| TD Private Client Wealth LLC | 5,469 | $665.6K | 0.02% | −565−9.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,403 | $657.5K | 0.46% | −1,163−17.7% | Reduced |
| FJ Investments, LLC | 5,400 | $657.2K | 0.03% | +5,400 | New |
| Busey Wealth Management | 5,394 | $656.4K | 0.03% | +10+0.2% | Added |
| Colony Group, LLC | 5,358 | $652.0K | 0.01% | +5,358 | New |
| Cubic Asset Management, LLC | 5,338 | $649.6K | 0.17% | −317−5.6% | Reduced |
| RSM US Wealth Management LLC | 5,332 | $649.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,314 | $646.7K | 0.04% | +634+13.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,287 | $643.4K | 0.06% | +5,287 | New |
| Machina Capital S.A.S. | 5,202 | $633.1K | 0.41% | +5,202 | New |
| Qtron Investments LLC | 5,190 | $631.6K | 0.10% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,171 | $629.3K | 0.03% | +241+4.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,160 | $628.0K | 0.11% | 00.0% | Unchanged |
| Greenleaf Trust | 5,119 | $623.0K | 0.01% | −1,260−19.8% | Reduced |
| BLB&B Advisors, LLC | 5,115 | $622.5K | 0.04% | −103−2.0% | Reduced |
| Fisher Asset Management, LLC | 5,100 | $620.7K | 0.00% | −609−10.7% | Reduced |
| Qsemble Capital Management, LP | 5,059 | $615.7K | 0.15% | −35,541−87.5% | Reduced |
| Peapack Gladstone Financial Corp | 5,048 | $614.0K | 0.01% | −4−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,008 | $609.5K | 0.05% | +196+4.1% | Added |
| MainStreet Investment Advisors LLC | 4,964 | $604.1K | 0.07% | +214+4.5% | Added |
| Karpas Strategies, LLC | 4,960 | $603.6K | 0.20% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 4,946 | $602.8K | 0.08% | +51+1.0% | Added |
| Investment Management Corp of Ontario | 4,906 | $597.1K | 0.01% | −10,135−67.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,863 | $591.8K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,844 | $589.5K | 0.00% | +124+2.6% | Added |
| Public Sector Pension Investment Board | 4,797 | $583.8K | 0.00% | −17,636−78.6% | Reduced |
| First Eagle Investment Management, LLC | 4,766 | $580.0K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,765 | $579.9K | 0.04% | −70−1.4% | Reduced |
| Financial Counselors Inc | 4,742 | $577.1K | 0.01% | −461−8.9% | Reduced |
| Kovack Advisors, Inc. | 4,685 | $570.1K | 0.07% | +594+14.5% | Added |
| Grayhawk Investment Strategies Inc. | 4,661 | $567.2K | 0.29% | +4,661 | New |
| Highline Wealth Partners LLC | 4,635 | $564.1K | 0.27% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,613 | $561.4K | 0.02% | +263+6.0% | Added |
| Impax Asset Management Group plc | 4,601 | $559.9K | 0.00% | +297+6.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,590 | $558.6K | 0.05% | −51,702−91.8% | Reduced |
| Shell Asset Management Co | 4,525 | $551.0K | 0.03% | +4,525 | New |
| Trust Point Inc. | 4,460 | $542.8K | 0.04% | +4,460 | New |
| Chemung Canal Trust Co | 4,458 | $542.5K | 0.11% | +860+23.9% | Added |
| Courier Capital LLC | 4,454 | $542.1K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,430 | $539.1K | 0.01% | +1,960+79.4% | Added |
| McMorgan & Co LLC | 4,428 | $538.9K | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,426 | $538.6K | 0.01% | −66−1.5% | Reduced |
| V-Square Quantitative Management LLC | 4,423 | $538.3K | 0.13% | +926+26.5% | Added |
| QRG Capital Management, Inc. | 4,393 | $534.6K | 0.01% | +156+3.7% | Added |
| Vident Advisory, LLC | 4,392 | $534.5K | 0.01% | +266+6.4% | Added |
| Pflug Koory, LLC | 4,363 | $531.0K | 0.28% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,362 | $530.8K | 0.01% | −3,069−41.3% | Reduced |
| InTrack Investment Management Inc | 4,354 | $529.8K | 0.40% | +300+7.4% | Added |
| Western Wealth Management, LLC | 4,307 | $524.2K | 0.04% | +23+0.5% | Added |
| Alberta Investment Management Corp | 4,300 | $523.3K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,289 | $522.0K | 0.00% | −3,041−41.5% | Reduced |
| Cim Investment Mangement Inc | 4,261 | $518.6K | 0.17% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,238 | $515.8K | 0.07% | −61−1.4% | Reduced |
| Curbstone Financial Management Corp | 4,226 | $514.3K | 0.12% | +30+0.7% | Added |
| Nomura Holdings Inc | 4,216 | $513.1K | 0.00% | +4,216 | New |
| MAI Capital Management | 4,201 | $511.3K | 0.01% | +1,376+48.7% | Added |
| Vestcor Inc | 4,193 | $510.0K | 0.02% | −40−0.9% | Reduced |
| Glenview Trust Co | 4,138 | $503.6K | 0.01% | −1,426−25.6% | Reduced |
| Duncker Streett & Co Inc | 4,136 | $503.4K | 0.11% | −30−0.7% | Reduced |
| Nixon Peabody Trust Co | 4,120 | $501.4K | 0.06% | +4,120 | New |
| Apollon Wealth Management, LLC | 4,085 | $497.1K | 0.02% | +1,898+86.8% | Added |
| Two Sigma Securities, LLC | 4,064 | $494.6K | 0.02% | +4,064 | New |
| Guyasuta Investment Advisors Inc | 4,044 | $492.2K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,036 | $492.1K | 0.05% | +426+11.8% | Added |
| Ferguson Wellman Capital Management, Inc | 4,031 | $490.6K | 0.01% | −125−3.0% | Reduced |
| Financial Advisory Corp | 4,015 | $489.0K | 0.22% | +779+24.1% | Added |
| Connecticut Wealth Management, LLC | 3,964 | $482.4K | 0.03% | +4+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 3,960 | $481.9K | 0.09% | +530+15.5% | Added |
| Kestra Private Wealth Services, LLC | 3,920 | $477.1K | 0.01% | −648−14.2% | Reduced |
| Flputnam Investment Management Co | 3,890 | $473.4K | 0.01% | −69−1.7% | Reduced |
| Graypoint LLC | 3,879 | $472.1K | 0.04% | +3,879 | New |
| Humankind Investments LLC | 3,879 | $472.1K | 0.14% | +196+5.3% | Added |
| Silvercrest Asset Management Group LLC | 3,877 | $471.9K | 0.00% | +12+0.3% | Added |
| Ballentine Partners, LLC | 3,857 | $469.4K | 0.01% | +41+1.1% | Added |
| Financial Network Wealth Management LLC | 3,859 | $469.0K | 0.20% | −67−1.7% | Reduced |
| Schechter Investment Advisors, LLC | 3,843 | $467.6K | 0.04% | −398−9.4% | Reduced |
| Aristotle Capital Management, LLC | 3,833 | $466.5K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,825 | $465.5K | 0.02% | −374−8.9% | Reduced |
| Israel Discount Bank of New York | 3,820 | $464.9K | 0.36% | −54−1.4% | Reduced |
| Whittier Trust Co | 3,761 | $457.7K | 0.01% | −12−0.3% | Reduced |
| Bessemer Group Inc | 3,733 | $455.0K | 0.00% | −660−15.0% | Reduced |
| Choate Investment Advisors | 3,722 | $453.0K | 0.01% | −49−1.3% | Reduced |
| Janney Capital Management LLC | 3,711 | $452.0K | 0.03% | −150−3.9% | Reduced |
| Community Bank, N.A. | 3,714 | $452.0K | 0.06% | 00.0% | Unchanged |
| Estabrook Capital Management | 3,680 | $447.9K | 0.07% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 3,625 | $441.0K | 0.42% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,574 | $435.0K | 0.02% | +365+11.4% | Added |
| Stock Yards Bank & Trust Co | 3,571 | $434.6K | 0.02% | −80−2.2% | Reduced |
| Cambridge Trust Co | 3,540 | $430.8K | 0.02% | −49−1.4% | Reduced |
| Cobblestone Capital Advisors LLC | 3,490 | $424.7K | 0.03% | −44−1.2% | Reduced |
| Ci Investments Inc. | 3,484 | $424.0K | 0.00% | −582−14.3% | Reduced |
| Wahed Invest LLC | 3,449 | $419.7K | 0.12% | +179+5.5% | Added |
| Avantax Advisory Services, Inc. | 3,447 | $419.5K | 0.00% | −493−12.5% | Reduced |
| Venturi Wealth Management, LLC | 3,440 | $418.6K | 0.03% | +1,912+125.1% | Added |
| National Asset Management, Inc. | 3,414 | $416.2K | 0.01% | +141+4.3% | Added |
| Central Trust Co | 3,415 | $415.6K | 0.01% | +36+1.1% | Added |
| Meridian Investment Counsel Inc. | 3,398 | $413.5K | 0.14% | 00.0% | Unchanged |
| Intrust Bank NA | 3,385 | $412.0K | 0.05% | −403−10.6% | Reduced |
| HB Wealth Management, LLC | 3,357 | $408.6K | 0.01% | +774+30.0% | Added |