Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 1,015 institutions
Q1 2021: 1,031 institutionsQ2 2021: 1,018 institutionsQ3 2021: 985 institutionsQ4 2021: 999 institutionsQ1 2022: 979 institutionsQ2 2022: 958 institutionsQ3 2022: 921 institutionsQ4 2022: 979 institutionsQ1 2023: 998 institutionsQ2 2023: 1,034 institutionsQ3 2023: 1,019 institutionsQ4 2023: 1,034 institutionsQ1 2024: 1,015 institutionsQ2 2024: 1,012 institutionsQ3 2024: 989 institutionsQ4 2024: 1,033 institutionsQ1 2025: 1,006 institutionsQ2 2025: 939 institutionsQ3 2025: 970 institutionsQ4 2025: 950 institutionsQ1 2026: 919 institutionsQ2 2026: 913 institutions
Value heldQ1 2024: $24.5B
Q1 2021: $29.9BQ2 2021: $30.1BQ3 2021: $27.3BQ4 2021: $23.7BQ1 2022: $24.4BQ2 2022: $19.8BQ3 2022: $19.6BQ4 2022: $23.8BQ1 2023: $23.9BQ2 2023: $26.9BQ3 2023: $20.6BQ4 2023: $22.2BQ1 2024: $24.5BQ2 2024: $20.2BQ3 2024: $19.6BQ4 2024: $19.3BQ1 2025: $21.0BQ2 2025: $17.6BQ3 2025: $18.9BQ4 2025: $17.9BQ1 2026: $17.4BQ2 2026: $17.1B
Institutions holding ZBH and their total value by quarter
QuarterHoldersValue
Q2 2026913$17.1B
Q1 2026919$17.4B
Q4 2025950$17.9B
Q3 2025970$18.9B
Q2 2025939$17.6B
Q1 20251,006$21.0B
Q4 20241,033$19.3B
Q3 2024989$19.6B
Q2 20241,012$20.2B
Q1 20241,015$24.5B
Q4 20231,034$22.2B
Q3 20231,019$20.6B
Q2 20231,034$26.9B
Q1 2023998$23.9B
Q4 2022979$23.8B
Q3 2022921$19.6B
Q2 2022958$19.8B
Q1 2022979$24.4B
Q4 2021999$23.7B
Q3 2021985$27.3B
Q2 20211,018$30.1B
Q1 20211,031$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.

Institutions holding ZBH in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Perspectives, Inc105$13.9K0.01%00.0%Unchanged
Bell Investment Advisors, Inc106$14.0K0.00%−7−6.2%Reduced
VisionPoint Advisory Group, LLC106$14.0K0.01%+3+2.9%Added
NVWM, LLC106$14.0K0.00%+6+6.0%Added
GW&K Investment Management, LLC103$14.0K0.00%+22+27.2%Added
Concord Wealth Partners110$14.5K0.00%−1,310−92.3%Reduced
ClariVest Asset Management LLC112$14.8K0.00%+25+28.7%Added
Mendota Financial Group, LLC115$15.2K0.01%00.0%Unchanged
WR Wealth Planners, LLC116$15.3K0.00%+116New
Red Tortoise LLC119$15.7K0.01%+94+376.0%Added
MeadowBrook Investment Advisors LLC119$15.7K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC120$15.8K0.01%−12−9.1%Reduced
Coston, McIsaac & Partners124$16.0K0.01%00.0%Unchanged
Riverview Trust Co123$16.2K0.01%+123New
Annis Gardner Whiting Capital Advisors, LLC123$16.3K0.01%+4+3.4%Added
Stone House Investment Management, LLC124$16.4K0.00%+124New
Center for Financial Planning, Inc.125$16.5K0.00%+15+13.6%Added
Private Wealth Management Group, LLC127$16.8K0.01%00.0%Unchanged
Stephenson National Bank & Trust130$17.2K0.01%+130New
Prestige Wealth Management Group LLC134$17.7K0.00%−22−14.1%Reduced
Institutional & Family Asset Management, LLC136$17.9K0.00%00.0%Unchanged
Asset Dedication, LLC135$18.0K0.00%00.0%Unchanged
Addison Advisors LLC140$18.5K0.01%00.0%Unchanged
Bogart Wealth, LLC143$18.8K0.00%+10+7.5%Added
Key Financial Inc143$18.9K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.140$19.0K0.01%−15−9.7%Reduced
Westside Investment Management, Inc.145$19.1K0.00%−100−40.8%Reduced
First Personal Financial Services146$19.3K0.00%00.0%Unchanged
Operose Advisors LLC147$19.4K0.01%00.0%Unchanged
Winch Advisory Services, LLC150$19.8K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC151$19.9K0.00%+6+4.1%Added
Valley National Advisers Inc153$20.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora160$21.1K0.01%00.0%Unchanged
Montag A & Associates Inc160$21.2K0.00%00.0%Unchanged
Tortoise Investment Management, LLC165$21.8K0.00%00.0%Unchanged
Atlas Capital Advisors LLC166$21.9K0.00%−4,072−96.1%Reduced
Tower View Investment Management & Research LLC166$21.9K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA165$22.0K0.01%00.0%Unchanged
MV Capital Management, Inc.170$22.4K0.00%+2+1.2%Added
Cape Investment Advisory, Inc.171$22.6K0.01%+26+17.9%Added
Archer Investment Corp173$22.8K0.01%00.0%Unchanged
Financial Connections Group, Inc.170$23.0K0.03%+1+0.6%Added
Planning Capital Management Corp179$23.6K0.02%00.0%Unchanged
Bank of New Hampshire180$23.8K0.01%00.0%Unchanged
Winthrop Capital Management, LLC180$24.0K0.01%+60+50.0%Added
TD Private Client Wealth LLC185$24.4K0.00%−5,284−96.6%Reduced
Creative Capital Management Investments LLC198$26.1K0.01%00.0%Unchanged
Abound Wealth Management198$26.1K0.01%+19+10.6%Added
Stephens Consulting, LLC200$26.4K0.01%00.0%Unchanged
Zions Bancorporation, N.A.213$28.1K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC216$28.5K0.02%00.0%Unchanged
Old Point Trust & Financial Services N A217$28.6K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC219$28.9K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC224$29.6K0.01%−54−19.4%Reduced
Ritter Daniher Financial Advisory LLC224$29.6K0.01%00.0%Unchanged
Ancora Advisors, LLC224$29.6K0.00%−221−49.7%Reduced
Hall Laurie J Trustee224$30.0K0.01%00.0%Unchanged
Ofi Invest Asset Management247$30.2K0.00%+16+6.9%Added
Crewe Advisors LLC234$30.9K0.00%+234New
Pinnacle Bancorp, Inc.238$31.4K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators242$31.9K0.02%00.0%Unchanged
Global X Japan Co., Ltd.259$34.2K0.01%−19−6.8%Reduced
J.Safra Asset Management Corp268$35.4K0.00%+235+712.1%Added
Lazard Asset Management LLC283$37.0K0.00%00.0%Unchanged
Naples Money Management LLC290$38.3K0.04%00.0%Unchanged
Jamison Private Wealth Management, Inc.291$38.4K0.01%00.0%Unchanged
Oakworth Capital, Inc.300$39.6K0.00%00.0%Unchanged
Tacita Capital Inc300$39.6K0.03%00.0%Unchanged
Salomon & Ludwin, LLC305$40.3K0.00%00.0%Unchanged
Sound Income Strategies, LLC316$41.7K0.00%00.0%Unchanged
Piscataqua Savings Bank325$42.9K0.04%+8+2.5%Added
AdvisorNet Financial, Inc325$42.9K0.00%−10−3.0%Reduced
Private Ocean, LLC330$43.6K0.00%00.0%Unchanged
Avion Wealth332$44.0K0.01%+3+0.9%Added
Centennial Bank338$44.6K0.02%00.0%Unchanged
Broadwater Capital Management LLC352$46.4K0.04%00.0%Unchanged
CoreCap Advisors, LLC358$47.2K0.00%+358New
Jackson, Grant Investment Advisers, Inc.368$48.5K0.02%00.0%Unchanged
Transamerica Financial Advisors, Inc.367$49.0K0.00%−1,405−79.3%Reduced
Rosenberg Matthew Hamilton380$49.3K0.01%00.0%Unchanged
Union Savings Bank375$49.5K0.03%00.0%Unchanged
Continuum Advisory, LLC410$49.8K0.01%+410New
City Holding Co403$53.2K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc446$54.3K0.01%00.0%Unchanged
Farther Finance Advisors, LLC431$55.9K0.00%−95−18.1%Reduced
Webster Bank, N. A.425$56.1K0.01%−152−26.3%Reduced
Foster Dykema Cabot & Partners, LLC425$56.2K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC426$56.2K0.01%−1−0.2%Reduced
JNBA Financial Advisors435$57.4K0.01%−23−5.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC450$59.5K0.00%+315+233.3%Added
Western Pacific Wealth Management, LP454$59.9K0.04%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main465$61.4K0.00%00.0%Unchanged
Twin Tree Management, LP472$62.3K0.00%−16,924−97.3%Reduced
Paloma Partners Management Co482$63.6K0.01%−2,330−82.9%Reduced
Hilltop National Bank484$63.9K0.02%+484New
American National Bank490$64.7K0.01%+490New
TD Waterhouse Canada Inc.456$65.0K0.00%−321−41.3%Reduced
Adirondack Trust Co500$66.0K0.03%00.0%Unchanged
Clean Yield Group507$66.9K0.03%00.0%Unchanged
Acadian Asset Management LLC510$67.0K0.00%00.0%Unchanged