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 |
|---|---|---|---|---|---|
| CNB Bank | 509 | $67.2K | 0.03% | −27−5.0% | Reduced |
| LRI Investments, LLC | 515 | $68.0K | 0.02% | +515 | New |
| Geneos Wealth Management Inc. | 527 | $69.6K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 530 | $69.9K | 0.05% | +175+49.3% | Added |
| GAMMA Investing LLC | 543 | $71.7K | 0.01% | +23+4.4% | Added |
| Mather Group, LLC. | 589 | $71.7K | 0.00% | +589 | New |
| State of Wyoming | 547 | $72.2K | 0.01% | +8+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 550 | $72.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 550 | $72.6K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 573 | $75.7K | 0.02% | +1+0.2% | Added |
| Smithfield Trust Co | 586 | $77.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 589 | $77.7K | 0.00% | +120+25.6% | Added |
| Creative Financial Designs Inc | 610 | $80.5K | 0.01% | −40−6.2% | Reduced |
| DT Investment Partners, LLC | 611 | $80.6K | 0.01% | +1+0.2% | Added |
| Qube Research & Technologies Ltd | 613 | $80.9K | 0.00% | −46,549−98.7% | Reduced |
| S.A. Mason LLC | 620 | $81.8K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 630 | $83.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 630 | $83.2K | 0.01% | +112+21.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 630 | $83.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 631 | $83.3K | 0.00% | −8−1.3% | Reduced |
| First Horizon Advisors, Inc. | 639 | $84.3K | 0.00% | +7+1.1% | Added |
| Delta Asset Management LLC | 640 | $84.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 643 | $85.0K | 0.00% | +13+2.1% | Added |
| North Star Investment Management Corp. | 669 | $88.2K | 0.01% | +95+16.6% | Added |
| Washington Trust Co | 673 | $88.8K | 0.00% | −235−25.9% | Reduced |
| Harbour Investments, Inc. | 675 | $89.1K | 0.00% | −10−1.5% | Reduced |
| Alta Advisers Ltd | 700 | $92.4K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 708 | $93.5K | 0.02% | +1+0.1% | Added |
| Arrow Financial Corp | 720 | $95.0K | 0.01% | −33−4.4% | Reduced |
| M&R Capital Management Inc | 747 | $98.8K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 750 | $99.0K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 749 | $99.0K | 0.06% | +54+7.8% | Added |
| Manchester Capital Management LLC | 792 | $104.5K | 0.01% | +9+1.1% | Added |
| EverSource Wealth Advisors, LLC | 875 | $105.3K | 0.01% | +202+30.0% | Added |
| Citizens National Bank Trust Department | 800 | $105.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 834 | $110.1K | 0.02% | +114+15.8% | Added |
| CKW Financial Group | 855 | $111.0K | 0.01% | +550+180.3% | Added |
| Sunbelt Securities, Inc. | 862 | $113.8K | 0.01% | +50+6.2% | Added |
| Quadrant Capital Group LLC | 868 | $114.6K | 0.01% | +43+5.2% | Added |
| Palisade Asset Management, LLC | 900 | $118.8K | 0.01% | +900 | New |
| Parallel Advisors, LLC | 925 | $122.0K | 0.00% | +56+6.4% | Added |
| Plato Investment Management Ltd | 930 | $122.7K | 0.01% | +831+839.4% | Added |
| TCTC Holdings, LLC | 934 | $123.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 934 | $123.3K | 0.01% | +591+172.3% | Added |
| AlphaMark Advisors, LLC | 990 | $131.0K | 0.05% | +940+1,880.0% | Added |
| Spire Wealth Management | 997 | $131.6K | 0.00% | −112−10.1% | Reduced |
| Harbor Investment Advisory, LLC | 999 | $131.8K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,045 | $138.0K | 0.05% | +521+99.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $138.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,071 | $141.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,072 | $141.5K | 0.02% | −34−3.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $143.2K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,101 | $145.0K | 0.06% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 1,173 | $154.8K | 0.38% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,245 | $164.0K | 0.08% | +63+5.3% | Added |
| CoreFirst Bank & Trust | 1,252 | $165.2K | 0.10% | −22−1.7% | Reduced |
| Tobam | 1,298 | $171.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,318 | $173.9K | 0.01% | +400+43.6% | Added |
| Covestor Ltd | 1,358 | $179.0K | 0.11% | +578+74.1% | Added |
| Headlands Technologies LLC | 1,520 | $200.6K | 0.05% | +1,520 | New |
| Ingalls & Snyder LLC | 1,533 | $202.0K | 0.01% | +1,533 | New |
| Martingale Asset Management L P | 1,534 | $202.5K | 0.00% | −7,363−82.8% | Reduced |
| One Wealth Advisors, LLC | 1,536 | $203.1K | 0.04% | +1,536 | New |
| Ambassador Advisors, LLC | 1,572 | $207.5K | 0.04% | +1,572 | New |
| Rice Partnership, LLC | 1,575 | $207.9K | 0.05% | +1,575 | New |
| Lindbrook Capital, LLC | 1,589 | $209.7K | 0.02% | +19+1.2% | Added |
| Ami Investment Management Inc | 1,589 | $209.7K | 0.08% | +1,589 | New |
| Lincoln National Corp | 1,591 | $210.0K | 0.00% | +1,591 | New |
| Essex Financial Services, Inc. | 1,596 | $210.6K | 0.02% | +1,596 | New |
| Ironwood Investment Counsel, LLC | 1,603 | $211.6K | 0.04% | +1,603 | New |
| Great Valley Advisor Group, Inc. | 1,606 | $211.8K | 0.01% | −176−9.9% | Reduced |
| Buckingham Strategic Partners | 1,605 | $211.9K | 0.01% | +1,605 | New |
| Delap Wealth Advisory, LLC | 1,610 | $212.5K | 0.09% | +1,610 | New |
| HBK Sorce Advisory LLC | 1,617 | $213.4K | 0.01% | −80−4.7% | Reduced |
| Dark Forest Capital Management LP | 1,625 | $214.5K | 0.04% | +1,625 | New |
| Tanglewood Legacy Advisors, LLC | 1,631 | $215.3K | 0.11% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,637 | $216.1K | 0.03% | −1,288−44.0% | Reduced |
| Sym Financial Corp | 1,639 | $216.3K | 0.04% | −11−0.7% | Reduced |
| Evermay Wealth Management LLC | 1,638 | $216.6K | 0.03% | +47+3.0% | Added |
| White Pine Capital LLC | 1,825 | $219.5K | 0.08% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 1,667 | $220.1K | 0.10% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,669 | $220.3K | 0.00% | −2,547−60.4% | Reduced |
| Stephens Inc | 1,672 | $220.7K | 0.00% | −235−12.3% | Reduced |
| Brown Brothers Harriman & Co | 1,676 | $221.2K | 0.00% | +199+13.5% | Added |
| Sittner & Nelson, LLC | 1,683 | $222.2K | 0.11% | +1+0.1% | Added |
| Cypress Capital Group | 1,719 | $226.9K | 0.03% | −20−1.2% | Reduced |
| E Fund Management Co., Ltd. | 1,728 | $228.1K | 0.01% | +1,728 | New |
| Harbor Advisory Corp | 1,729 | $228.2K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,732 | $228.6K | 0.01% | −2,188−55.8% | Reduced |
| Kanawha Capital Management LLC | 1,743 | $230.0K | 0.02% | +1,743 | New |
| Wintrust Investments LLC | 1,790 | $236.0K | 0.02% | +1,790 | New |
| Fort, L.P. | 1,816 | $239.7K | 0.60% | −141−7.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,816 | $239.7K | 0.01% | +1,816 | New |
| HighPoint Advisor Group LLC | 2,017 | $241.0K | 0.02% | −303−13.1% | Reduced |
| Brighton Jones LLC | 1,829 | $241.4K | 0.01% | +13+0.7% | Added |
| Ritholtz Wealth Management | 1,835 | $242.2K | 0.01% | −21−1.1% | Reduced |
| Syon Capital LLC | 1,837 | $242.5K | 0.02% | +157+9.3% | Added |
| United Bank | 1,838 | $242.6K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,841 | $243.0K | 0.05% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 1,845 | $243.5K | 0.13% | 00.0% | Unchanged |