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 |
|---|---|---|---|---|---|
| Horan Capital Advisors, LLC. | 2,075 | $252.5K | 0.09% | −8−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,071 | $252.2K | 0.04% | −1,123−35.2% | Reduced |
| UniSuper Management Pty Ltd | 2,066 | $251.4K | 0.00% | −1,066−34.0% | Reduced |
| L & S Advisors Inc | – | $249.5K | 0.03% | – | – |
| Indiana Trust & Investment Management CO | 2,050 | $249.5K | 0.11% | 00.0% | Unchanged |
| Hara Capital LLC | 2,040 | $248.3K | 0.17% | +2,040 | New |
| Greylin Investment Mangement Inc | 2,029 | $246.9K | 0.04% | −66−3.2% | Reduced |
| Stratos Wealth Advisors, LLC | 2,026 | $246.7K | 0.01% | +2,026 | New |
| Forum Financial Management, LP | 2,006 | $244.1K | 0.00% | +2,006 | New |
| NJ State Employees Deferred Compensation Plan | 2,000 | $243.4K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 2,000 | $243.4K | 0.07% | +2,000 | New |
| First County Bank | 1,995 | $242.8K | 0.12% | −125−5.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,990 | $242.2K | 0.01% | +1,990 | New |
| CX Institutional | 1,990 | $242.2K | 0.01% | +1,990 | New |
| Beaton Management Co. Inc. | 1,989 | $242.0K | 0.14% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,981 | $241.0K | 0.00% | −248−11.1% | Reduced |
| Hunter Associates Investment Management LLC | 1,971 | $241.0K | 0.04% | −2−0.1% | Reduced |
| Montecito Bank & Trust | 1,975 | $240.4K | 0.05% | −297−13.1% | Reduced |
| City State Bank | 1,972 | $240.0K | 0.12% | 00.0% | Unchanged |
| Fort, L.P. | 1,957 | $238.2K | 0.59% | −53−2.6% | Reduced |
| Principal Securities, Inc. | 1,947 | $237.0K | 0.01% | +1,947 | New |
| Deerfield Management Company, L.P. (Series C) | 1,918 | $233.4K | 0.00% | +1,918 | New |
| Stephens Inc | 1,907 | $232.1K | 0.00% | −257−11.9% | Reduced |
| Round Rock Advisors, LLC | 1,900 | $231.2K | 0.06% | +1,900 | New |
| WealthPlan Investment Management, LLC | 1,900 | $231.2K | 0.04% | −25−1.3% | Reduced |
| PFG Advisors | 1,899 | $231.2K | 0.02% | +84+4.6% | Added |
| Certified Advisory Corp | 1,895 | $230.6K | 0.03% | 00.0% | Unchanged |
| Summit Global Investments | 1,888 | $230.0K | 0.02% | −481−20.3% | Reduced |
| Meeder Advisory Services, Inc. | 1,887 | $229.6K | 0.03% | +1,887 | New |
| Benjamin F. Edwards & Company, Inc. | 1,885 | $229.0K | 0.00% | +1,226+186.0% | Added |
| Moneta Group Investment Advisors LLC | 1,872 | $227.9K | 0.00% | +11+0.6% | Added |
| First National Bank | 1,870 | $227.6K | 0.18% | −75−3.9% | Reduced |
| Ritholtz Wealth Management | 1,856 | $225.9K | 0.01% | +1,856 | New |
| Resources Investment Advisors, LLC. | 1,845 | $224.6K | 0.00% | +1,845 | New |
| Westhampton Capital, LLC | 1,845 | $224.5K | 0.13% | −700−27.5% | Reduced |
| C M Bidwell & Associates Ltd | 1,844 | $224.4K | 0.17% | −695−27.4% | Reduced |
| Crestwood Advisors Group LLC | 1,842 | $224.1K | 0.01% | −72−3.8% | Reduced |
| Ramirez Asset Management, Inc. | 1,841 | $224.1K | 0.05% | 00.0% | Unchanged |
| United Bank | 1,838 | $223.7K | 0.03% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,825 | $222.1K | 0.09% | −300−14.1% | Reduced |
| Brighton Jones LLC | 1,816 | $221.0K | 0.01% | +1,816 | New |
| Journey Advisory Group, LLC | 1,813 | $220.6K | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 1,780 | $216.6K | 0.00% | −2,501−58.4% | Reduced |
| Great Valley Advisor Group, Inc. | 1,782 | $216.4K | 0.01% | +1,782 | New |
| Transamerica Financial Advisors, Inc. | 1,772 | $216.0K | 0.03% | −464−20.8% | Reduced |
| Wolverine Trading, LLC | 1,756 | $213.7K | 0.00% | −3,893−68.9% | Reduced |
| Brandes Investment Partners, LP | 1,756 | $213.7K | 0.00% | +1,756 | New |
| Cypress Capital Group | 1,739 | $211.6K | 0.03% | −99−5.4% | Reduced |
| Harbor Advisory Corp | 1,729 | $210.4K | 0.08% | +1,729 | New |
| Cipher Capital LP | 1,724 | $209.8K | 0.07% | +1,724 | New |
| Change Path, LLC | 1,716 | $209.0K | 0.01% | +1,716 | New |
| HBK Sorce Advisory LLC | 1,697 | $206.5K | 0.01% | −113−6.2% | Reduced |
| We Are One Seven, LLC | 1,688 | $205.4K | 0.01% | +1,688 | New |
| Wealth Effects LLC | 1,687 | $205.3K | 0.08% | +1,687 | New |
| Sittner & Nelson, LLC | 1,682 | $204.7K | 0.11% | −302−15.2% | Reduced |
| Syon Capital LLC | 1,680 | $204.5K | 0.02% | +1,680 | New |
| Intrepid Financial Planning Group LLC | 1,667 | $202.9K | 0.10% | +1,667 | New |
| Basepoint Wealth LLC | 1,667 | $202.8K | 0.16% | −567−25.4% | Reduced |
| Burney Co | 1,666 | $202.8K | 0.01% | +1,666 | New |
| Sym Financial Corp | 1,650 | $200.8K | 0.03% | +1,650 | New |
| Citizens Financial Group Inc | 1,647 | $200.4K | 0.01% | +1,647 | New |
| Tanglewood Legacy Advisors, LLC | 1,631 | $198.5K | 0.11% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,591 | $194.0K | 0.04% | +3+0.2% | Added |
| Lindbrook Capital, LLC | 1,570 | $191.1K | 0.02% | +344+28.1% | Added |
| First Command Advisory Services, Inc. | 1,535 | $186.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,477 | $179.8K | 0.00% | −121−7.6% | Reduced |
| Concord Wealth Partners | 1,420 | $172.8K | 0.03% | +130+10.1% | Added |
| Trust Co of Vermont | 1,330 | $161.9K | 0.01% | −622−31.9% | Reduced |
| Tobam | 1,298 | $158.0K | 0.01% | −330−20.3% | Reduced |
| CoreFirst Bank & Trust | 1,274 | $155.0K | 0.10% | −630−33.1% | Reduced |
| Horizon Bancorp Inc | 1,182 | $144.0K | 0.07% | +47+4.1% | Added |
| Spire Wealth Management | 1,109 | $136.8K | 0.00% | −109−8.9% | Reduced |
| Private Trust Co NA | 1,106 | $134.6K | 0.02% | −4−0.4% | Reduced |
| Sentry Investment Management LLC | 1,101 | $134.0K | 0.06% | −118−9.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $132.0K | 0.06% | +1,085 | New |
| GHP Investment Advisors, Inc. | 1,071 | $130.4K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 1,173 | $129.0K | 0.34% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $127.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 999 | $121.6K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 969 | $117.0K | 0.00% | −202−17.3% | Reduced |
| TCTC Holdings, LLC | 934 | $113.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 918 | $111.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 908 | $110.5K | 0.00% | −1,200−56.9% | Reduced |
| Parallel Advisors, LLC | 869 | $105.8K | 0.00% | −75−7.9% | Reduced |
| Quadrant Capital Group LLC | 825 | $100.4K | 0.01% | +22+2.7% | Added |
| TD Waterhouse Canada Inc. | 777 | $99.1K | 0.00% | +255+48.9% | Added |
| Sunbelt Securities, Inc. | 812 | $98.8K | 0.01% | +4+0.5% | Added |
| Citizens National Bank Trust Department | 800 | $97.4K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 783 | $95.3K | 0.01% | +24+3.2% | Added |
| Covestor Ltd | 780 | $95.0K | 0.07% | +487+166.2% | Added |
| Systematic Alpha Investments, LLC | 761 | $92.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 753 | $91.6K | 0.01% | +23+3.2% | Added |
| Boyd Watterson Asset Management LLC | 750 | $91.3K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 747 | $90.9K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 725 | $88.2K | 0.00% | −2,827−79.6% | Reduced |
| Parkside Financial Bank & Trust | 720 | $87.6K | 0.02% | −36−4.8% | Reduced |
| TFC Financial Management | 707 | $86.1K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $85.2K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 695 | $84.0K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 685 | $83.4K | 0.00% | +27+4.1% | Added |