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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 3,353 | $408.1K | 0.01% | +11+0.3% | Added |
| Probity Advisors, Inc. | 3,348 | $407.5K | 0.09% | −302−8.3% | Reduced |
| Ieq Capital, LLC | 3,318 | $403.8K | 0.01% | −389−10.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,292 | $401.1K | 0.01% | −200−5.7% | Reduced |
| Bartlett & Co. LLC | 3,292 | $401.0K | 0.01% | −200−5.7% | Reduced |
| Park Edge Advisors, LLC | 3,271 | $398.1K | 0.14% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,263 | $397.1K | 0.01% | −385−10.6% | Reduced |
| Diligent Investors, LLC | 3,254 | $396.0K | 0.11% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 3,240 | $394.3K | 0.26% | −999−23.6% | Reduced |
| David Loasby | 3,239 | $388.6K | 0.04% | −1,183−26.8% | Reduced |
| North Star Asset Management Inc | 3,184 | $387.5K | 0.02% | −125−3.8% | Reduced |
| Haverford Trust Co | 3,118 | $379.5K | 0.00% | −90−2.8% | Reduced |
| Berkshire Bank | 3,090 | $376.1K | 0.10% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,085 | $375.4K | 0.01% | +3,085 | New |
| Welch Group, LLC | 3,014 | $366.9K | 0.02% | +900+42.6% | Added |
| New World Advisors LLC | 3,008 | $366.1K | 0.11% | +3,008 | New |
| First National Bank & Trust Co of Newtown | 2,989 | $363.8K | 0.08% | −158−5.0% | Reduced |
| NEOS Investment Management LLC | 2,960 | $360.2K | 0.03% | +727+32.6% | Added |
| Leonteq Securities AG | 2,925 | $356.0K | 0.05% | +133+4.8% | Added |
| Horizon Investments, LLC | 2,909 | $354.0K | 0.01% | +46+1.6% | Added |
| Banque Pictet & Cie SA | 2,878 | $350.3K | 0.00% | −137,599−98.0% | Reduced |
| Boston Family Office LLC | 2,865 | $349.0K | 0.03% | +124+4.5% | Added |
| Chicago Partners Investment Group LLC | 2,894 | $348.8K | 0.02% | +92+3.3% | Added |
| Coldstream Capital Management Inc | 2,842 | $345.9K | 0.01% | +170+6.4% | Added |
| Whittier Trust Co of Nevada Inc | 2,823 | $343.6K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,812 | $342.2K | 0.06% | +2,679+2,014.3% | Added |
| Canandaigua National Bank & Trust Co | 2,800 | $340.8K | 0.05% | −15−0.5% | Reduced |
| Blueshift Asset Management, LLC | 2,794 | $340.0K | 0.18% | −2,525−47.5% | Reduced |
| LaFleur & Godfrey LLC | 2,788 | $339.3K | 0.05% | −1,772−38.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,785 | $338.9K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 2,777 | $338.0K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,768 | $336.9K | 0.02% | +5+0.2% | Added |
| Occudo Quantitative Strategies LP | 2,750 | $334.7K | 0.05% | −7,508−73.2% | Reduced |
| Westwood Holdings Group Inc. | 2,711 | $330.0K | 0.00% | −26,118−90.6% | Reduced |
| Aberdeen Wealth Management LLC | 2,704 | $329.1K | 0.24% | +45+1.7% | Added |
| Verdence Capital Advisors LLC | 2,698 | $328.3K | 0.03% | −60−2.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,696 | $328.1K | 0.11% | +29+1.1% | Added |
| Field & Main Bank | 2,695 | $328.0K | 0.14% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 2,683 | $326.5K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,657 | $323.4K | 0.02% | +50+1.9% | Added |
| Benjamin Edwards Inc | 2,657 | $323.0K | 0.07% | −2−0.1% | Reduced |
| SageView Advisory Group, LLC | 2,623 | $321.0K | 0.01% | +2,623 | New |
| Kingsview Wealth Management, LLC | 2,635 | $320.7K | 0.01% | −1,309−33.2% | Reduced |
| Lee Danner & Bass Inc | 2,631 | $320.0K | 0.03% | −120−4.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,612 | $317.9K | 0.04% | 00.0% | Unchanged |
| Putnam Investments LLC | 2,589 | $315.1K | 0.00% | −25,745−90.9% | Reduced |
| CAPROCK Group, Inc. | 2,562 | $312.5K | 0.02% | +2,562 | New |
| Symmetry Partners, LLC | 2,565 | $312.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,536 | $308.7K | 0.02% | −89−3.4% | Reduced |
| Altfest L J & Co Inc | 2,502 | $305.0K | 0.04% | −711−22.1% | Reduced |
| Bokf, NA | 2,506 | $305.0K | 0.01% | +269+12.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $304.3K | 0.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,495 | $303.6K | 0.01% | +664+36.3% | Added |
| Shelton Wealth Management, LLC | 2,492 | $303.3K | 0.22% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,480 | $301.9K | 0.00% | −645−20.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,450 | $298.2K | 0.11% | −175−6.7% | Reduced |
| HighPoint Advisor Group LLC | 2,320 | $297.0K | 0.02% | +2,320 | New |
| Lakewood Asset Management LLC | 2,439 | $296.9K | 0.23% | −398−14.0% | Reduced |
| Global Retirement Partners, LLC | 2,409 | $295.4K | 0.01% | +49+2.1% | Added |
| Trust Asset Management LLC | 2,417 | $294.1K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,412 | $293.5K | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,409 | $293.0K | 0.02% | −473−16.4% | Reduced |
| Radnor Capital Management, LLC | 2,407 | $293.0K | 0.05% | +66+2.8% | Added |
| Independent Financial Group, LLC | 2,395 | $291.4K | 0.02% | +2+0.1% | Added |
| Allegheny Financial Group LTD | 2,390 | $290.9K | 0.09% | +194+8.8% | Added |
| Stokes Family Office, LLC | 2,384 | $290.2K | 0.04% | −114−4.6% | Reduced |
| Centiva Capital, LP | 2,383 | $290.0K | 0.02% | −6,105−71.9% | Reduced |
| Pointe Capital Management LLC | 2,364 | $287.7K | 0.20% | −1,548−39.6% | Reduced |
| Rise Advisors, LLC | 2,362 | $287.5K | 0.20% | +5+0.2% | Added |
| WealthShield Partners, LLC | 2,356 | $287.2K | 0.05% | −39−1.6% | Reduced |
| Whitener Capital Management, Inc. | 2,355 | $286.6K | 0.10% | +250+11.9% | Added |
| Jones Financial Companies LLLP | 2,348 | $285.8K | 0.00% | +428+22.3% | Added |
| Compagnie Lombard Odier SCmA | 2,330 | $283.6K | 0.01% | +1,900+441.9% | Added |
| King Luther Capital Management Corp | 2,323 | $282.7K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,310 | $281.1K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,299 | $279.7K | 0.02% | +435+23.3% | Added |
| Pinnacle Associates Ltd | 2,298 | $279.7K | 0.00% | +278+13.8% | Added |
| Siemens Fonds Invest GmbH | 2,298 | $279.7K | 0.02% | +2,298 | New |
| Money Concepts Capital Corp | 2,294 | $279.1K | 0.03% | +186+8.8% | Added |
| Boit C F David | 2,300 | $277.1K | 0.16% | +1,500+187.5% | Added |
| Pitcairn Co | 2,268 | $276.0K | 0.02% | −32−1.4% | Reduced |
| Legacy Capital Group California, Inc. | 2,265 | $275.7K | 0.11% | −470−17.2% | Reduced |
| Riverwater Partners LLC | 2,252 | $274.1K | 0.22% | −186−7.6% | Reduced |
| Cigna Investments Inc | 2,245 | $273.0K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,230 | $271.3K | 0.02% | −3,620−61.9% | Reduced |
| Am Investment Strategies LLC | 2,198 | $267.0K | 0.08% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,182 | $265.6K | 0.00% | −55−2.5% | Reduced |
| Independent Advisor Alliance | 2,166 | $263.6K | 0.01% | −357−14.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,156 | $262.4K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,146 | $261.2K | 0.01% | +243+12.8% | Added |
| Old National Bancorp | 2,144 | $260.9K | 0.01% | −456−17.5% | Reduced |
| Sawtooth Solutions, LLC | 2,139 | $260.3K | 0.01% | −350−14.1% | Reduced |
| Bleakley Financial Group, LLC | 2,139 | $260.3K | 0.01% | −350−14.1% | Reduced |
| Wedbush Securities Inc | 2,140 | $260.0K | 0.01% | −192−8.2% | Reduced |
| Venture Visionary Partners LLC | 2,131 | $259.4K | 0.01% | +75+3.6% | Added |
| Physicians Financial Services, Inc. | 2,129 | $259.0K | 0.10% | 00.0% | Unchanged |
| LGT Group Foundation | 2,127 | $258.7K | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 2,091 | $254.5K | 0.02% | +201+10.6% | Added |
| Mill Creek Capital Advisors, LLC | 2,089 | $254.2K | 0.01% | −159−7.1% | Reduced |
| Colonial Trust Co | 2,079 | $253.0K | 0.05% | 00.0% | Unchanged |