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, Q1 2024
Institutional positions in Zimmer Biomet Holdings, Inc. as of Mar 31, 2024. 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
- 1,015
- −9 vs. Q4 2023
- Shares held
- 185.5M
- +3.05M (+1.7%) vs. Q4 2023
- Total value
- $24.5B
- +$2.25B (+10.2%) vs. Q4 2023
- New holders
- 85
- 335 more added
- Sold out
- 94
- 384 more reduced
10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 0 | $9 | 0.00% | −36−100.0% | Reduced |
| Global Assets Advisory, LLC | 12,975 | $100 | 0.00% | +12,975 | New |
| Colonial Trust Advisors | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $132 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $396 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $397 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 4 | $519 | 0.00% | −38−90.5% | Reduced |
| Retirement Group, LLC | 4 | $528 | 0.00% | −49−92.5% | Reduced |
| Trust Co | 4 | $528 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $528 | 0.00% | +3+300.0% | Added |
| Aspire Private Capital, LLC | 5 | $660 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $792 | 0.00% | +3+100.0% | Added |
| SRS Capital Advisors, Inc. | 7 | $924 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | −225−95.7% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $1.06K | 0.00% | +3+60.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9 | $1.19K | 0.00% | +9 | New |
| Quest Partners LLC | 10 | $1.32K | 0.00% | −144−93.5% | Reduced |
| Toth Financial Advisory Corp | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $1.58K | 0.00% | −81−87.1% | Reduced |
| West Paces Advisors Inc. | 12 | $1.58K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $1.98K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | −951−98.1% | Reduced |
| Dunhill Financial, LLC | 15 | $2.02K | 0.00% | +3+25.0% | Added |
| SJS Investment Consulting Inc. | 17 | $2.24K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 18 | $2.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $2.38K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $2.64K | 0.00% | −50−71.4% | Reduced |
| Barrett & Company, Inc. | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 20 | $2.64K | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 20 | $2.65K | 0.00% | +19+1,900.0% | Added |
| PFS Partners, LLC | 21 | $2.75K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $2.77K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 22 | $2.90K | 0.00% | +22 | New |
| Sugarloaf Wealth Management, LLC | 23 | $3.04K | 0.00% | −24−51.1% | Reduced |
| Northwest Capital Management Inc | 25 | $3.30K | 0.00% | −40−61.5% | Reduced |
| Wolff Wiese Magana LLC | 25 | $3.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 25 | $3.30K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 25 | $3.33K | 0.00% | +23+1,150.0% | Added |
| Fortitude Family Office, LLC | 26 | $3.43K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 27 | $3.56K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 30 | $3.96K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $3.96K | 0.00% | +30 | New |
| Rogco, LP | 35 | $4.62K | 0.00% | −257−88.0% | Reduced |
| Register Financial Advisors LLC | 35 | $4.62K | 0.00% | +35 | New |
| Thompson Investment Management, Inc. | 35 | $4.63K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 39 | $5.15K | 0.00% | −136−77.7% | Reduced |
| Main Street Group, LTD | 40 | $5.19K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $5.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $5.28K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $5.28K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $5.28K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 40 | $5.28K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 40 | $5.28K | 0.00% | +40 | New |
| Maryland Capital Advisors Inc. | 40 | $5.28K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 41 | $5.40K | 0.00% | −41−50.0% | Reduced |
| Hexagon Capital Partners LLC | 41 | $5.41K | 0.00% | −86−67.7% | Reduced |
| Bullock Wealth Management Group | 42 | $5.48K | 0.00% | +42 | New |
| NewSquare Capital LLC | 42 | $5.54K | 0.00% | −8−16.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 43 | $5.67K | 0.00% | +3+7.5% | Added |
| Sachetta, LLC | 47 | $5.73K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 45 | $5.94K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 46 | $6.07K | 0.00% | +46 | New |
| Fortis Group Advisors, LLC | 50 | $6.60K | 0.00% | −50−50.0% | Reduced |
| Hollencrest Capital Management | 50 | $6.60K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 50 | $6.60K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $7.00K | 0.00% | −9−14.8% | Reduced |
| First Financial Corp | 55 | $7.26K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 62 | $8.20K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 63 | $8.31K | 0.00% | −16−20.3% | Reduced |
| Activest Wealth Management | 67 | $8.84K | 0.00% | −275−80.4% | Reduced |
| Proequities, Inc. | 70 | $9.26K | 0.00% | −133−65.5% | Reduced |
| Opal Wealth Advisors, LLC | 73 | $9.63K | 0.00% | +73 | New |
| Mechanics Financial Corp | 75 | $9.90K | 0.01% | +50+200.0% | Added |
| PrairieView Partners, LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 79 | $10.4K | 0.00% | −140−63.9% | Reduced |
| Frazier Financial Advisors, LLC | 81 | $10.7K | 0.01% | −40−33.1% | Reduced |
| Guardian Wealth Management, Inc. | 82 | $10.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 84 | $11.0K | 0.00% | +5+6.3% | Added |
| CVA Family Office, LLC | 89 | $11.7K | 0.00% | +4+4.7% | Added |
| JJJ Advisors Inc. | 89 | $11.7K | 0.00% | −80−47.3% | Reduced |
| Exchange Traded Concepts, LLC | 96 | $12.7K | 0.00% | −557−85.3% | Reduced |
| Kessler Investment Group, LLC | 96 | $12.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 96 | $12.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 98 | $13.0K | 0.00% | +48+96.0% | Added |
| Carmichael Hill & Associates, Inc. | 100 | $13.2K | 0.01% | −72−41.9% | Reduced |
| Mascoma Wealth Management LLC | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $13.2K | 0.00% | +100 | New |
| Tradewinds Capital Management, LLC | 102 | $13.5K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 102 | $13.5K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 113 | $13.5K | 0.01% | +32+39.5% | Added |
| Plante Moran Financial Advisors, LLC | 103 | $13.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 104 | $13.7K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 104 | $13.7K | 0.01% | 00.0% | Unchanged |