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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 673 | $81.9K | 0.01% | −91−11.9% | Reduced |
| Fairfield, Bush & Co. | 655 | $79.7K | 0.05% | +655 | New |
| Exchange Traded Concepts, LLC | 653 | $79.5K | 0.00% | +653 | New |
| Creative Financial Designs Inc | 650 | $79.1K | 0.01% | −8−1.2% | Reduced |
| Delta Asset Management LLC | 640 | $77.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 639 | $77.8K | 0.00% | −69−9.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 639 | $77.7K | 0.02% | +639 | New |
| First Horizon Advisors, Inc. | 632 | $76.9K | 0.00% | −599−48.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 630 | $76.8K | 0.01% | +256+68.4% | Added |
| Salem Investment Counselors Inc | 630 | $76.8K | 0.00% | −65−9.4% | Reduced |
| Tompkins Financial Corp | 630 | $76.7K | 0.01% | +200+46.5% | Added |
| S.A. Mason LLC | 620 | $75.5K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 610 | $74.6K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 603 | $73.4K | 0.02% | −40−6.2% | Reduced |
| Smithfield Trust Co | 586 | $71.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 577 | $70.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 574 | $69.9K | 0.01% | −9−1.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 572 | $69.0K | 0.02% | −76−11.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 550 | $66.9K | 0.00% | −1,100−66.7% | Reduced |
| Optimum Investment Advisors | 550 | $66.9K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 539 | $65.6K | 0.01% | +56+11.6% | Added |
| GAMMA Investing LLC | 520 | $65.3K | 0.02% | +520 | New |
| CNB Bank | 536 | $65.2K | 0.04% | −32−5.6% | Reduced |
| Geneos Wealth Management Inc. | 527 | $64.1K | 0.00% | −10−1.9% | Reduced |
| Farther Finance Advisors, LLC | 526 | $64.1K | 0.00% | +156+42.2% | Added |
| Pathway Financial Advisers, LLC | 524 | $63.8K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 518 | $63.0K | 0.01% | +92+21.6% | Added |
| Rakuten Investment Management, Inc. | 517 | $62.9K | 0.00% | +517 | New |
| Adirondack Trust Co | 500 | $62.2K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 510 | $62.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $61.7K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 465 | $56.6K | 0.00% | +465 | New |
| JNBA Financial Advisors | 458 | $55.7K | 0.01% | −67−12.8% | Reduced |
| Western Pacific Wealth Management, LP | 454 | $55.3K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 446 | $54.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 445 | $54.2K | 0.00% | −125−21.9% | Reduced |
| Ronald Blue Trust, Inc. | 469 | $52.0K | 0.00% | +153+48.4% | Added |
| Glen Eagle Advisors, LLC | 427 | $52.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 425 | $51.8K | 0.01% | +425 | New |
| City Holding Co | 403 | $49.0K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 400 | $48.7K | 0.01% | +400 | New |
| Rosenberg Matthew Hamilton | 380 | $46.2K | 0.01% | −100−20.8% | Reduced |
| Union Savings Bank | 375 | $45.6K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 368 | $44.7K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 355 | $43.2K | 0.03% | −75−17.4% | Reduced |
| Broadwater Capital Management LLC | 352 | $42.8K | 0.03% | +352 | New |
| Larson Financial Group LLC | 343 | $41.7K | 0.00% | +1+0.3% | Added |
| Activest Wealth Management | 342 | $41.6K | 0.02% | +275+410.4% | Added |
| Centennial Bank | 338 | $41.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 335 | $40.8K | 0.00% | +28+9.1% | Added |
| Private Ocean, LLC | 330 | $40.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 329 | $40.0K | 0.01% | +14+4.4% | Added |
| Piscataqua Savings Bank | 317 | $38.6K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 316 | $38.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 307 | $37.4K | 0.01% | −10−3.2% | Reduced |
| CKW Financial Group | 305 | $37.0K | 0.01% | −5−1.6% | Reduced |
| Oakworth Capital, Inc. | 300 | $36.5K | 0.00% | −9−2.9% | Reduced |
| Tacita Capital Inc | 300 | $36.5K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 292 | $35.5K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 291 | $35.4K | 0.01% | +1+0.3% | Added |
| Naples Money Management LLC | 290 | $35.3K | 0.03% | +290 | New |
| Salomon & Ludwin, LLC | 305 | $34.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 283 | $34.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 278 | $33.8K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 278 | $33.8K | 0.02% | +278 | New |
| Ables, Iannone, Moore & Associates, Inc. | 250 | $30.4K | 0.02% | +250 | New |
| Westside Investment Management, Inc. | 245 | $29.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 242 | $29.5K | 0.02% | −71−22.7% | Reduced |
| TSFG, LLC | 235 | $29.0K | 0.01% | −200−46.0% | Reduced |
| Pinnacle Bancorp, Inc. | 238 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $27.3K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $27.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 219 | $26.7K | 0.01% | +26+13.5% | Added |
| HHM Wealth Advisors, LLC | 219 | $26.7K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 217 | $26.4K | 0.01% | +217 | New |
| New England Capital Financial Advisors LLC | 216 | $26.3K | 0.02% | +1+0.5% | Added |
| Zions Bancorporation, N.A. | 213 | $25.9K | 0.00% | +2+0.9% | Added |
| Ofi Invest Asset Management | 231 | $25.4K | 0.00% | +7+3.1% | Added |
| Proequities, Inc. | 203 | $24.8K | 0.00% | −105−34.1% | Reduced |
| Stephens Consulting, LLC | 200 | $24.3K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 200 | $24.3K | 0.00% | +200 | New |
| Creative Capital Management Investments LLC | 198 | $24.1K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 185 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 180 | $21.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $21.8K | 0.01% | −4−2.2% | Reduced |
| Planning Capital Management Corp | 179 | $21.8K | 0.02% | +179 | New |
| Focused Wealth Management, Inc | 176 | $21.5K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 175 | $21.3K | 0.00% | +175 | New |
| Archer Investment Corp | 173 | $21.1K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 172 | $20.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 169 | $20.6K | 0.00% | +2+1.2% | Added |
| MV Capital Management, Inc. | 168 | $20.4K | 0.00% | +7+4.3% | Added |
| Planned Solutions, Inc. | 167 | $20.3K | 0.01% | +167 | New |
| Tortoise Investment Management, LLC | 165 | $20.1K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 166 | $20.0K | 0.01% | −25−13.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $20.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 160 | $19.5K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 160 | $19.5K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 155 | $19.0K | 0.01% | +155 | New |