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 |
|---|---|---|---|---|---|
| Pictet & Cie (Europe) SA | 1,869 | $246.7K | 0.01% | −28,732−93.9% | Reduced |
| Chatham Capital Group, Inc. | 1,873 | $247.2K | 0.05% | −810−30.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,892 | $249.7K | 0.00% | +20+1.1% | Added |
| Meeder Advisory Services, Inc. | 1,893 | $249.8K | 0.03% | +6+0.3% | Added |
| Certified Advisory Corp | 1,895 | $250.1K | 0.03% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $250.2K | 0.03% | – | – |
| Round Rock Advisors, LLC | 1,900 | $250.8K | 0.06% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,903 | $251.1K | 0.04% | +3+0.2% | Added |
| Sepio Capital, LP | 1,909 | $251.9K | 0.02% | +1,909 | New |
| Trust Co of Vermont | 1,912 | $252.3K | 0.01% | +582+43.8% | Added |
| Westpac Banking Corp | 1,920 | $253.4K | 0.02% | −23,754−92.5% | Reduced |
| City State Bank | 1,922 | $254.0K | 0.11% | −50−2.5% | Reduced |
| Foster & Motley Inc | 1,931 | $255.0K | 0.02% | −478−19.8% | Reduced |
| We Are One Seven, LLC | 1,936 | $255.5K | 0.01% | +248+14.7% | Added |
| Hunter Associates Investment Management LLC | 1,971 | $260.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 1,970 | $260.0K | 0.05% | −109−5.2% | Reduced |
| First National Bank | 1,970 | $260.0K | 0.20% | +100+5.3% | Added |
| Beaton Management Co. Inc. | 1,989 | $263.0K | 0.14% | 00.0% | Unchanged |
| First County Bank | 1,995 | $263.3K | 0.13% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,997 | $263.6K | 0.00% | +152+8.2% | Added |
| Searle & Co. | 2,000 | $264.0K | 0.07% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $264.0K | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 2,004 | $264.5K | 0.02% | +105+5.5% | Added |
| Greylin Investment Mangement Inc | 2,020 | $266.6K | 0.04% | −9−0.4% | Reduced |
| Hara Capital LLC | 2,040 | $269.2K | 0.16% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,042 | $269.5K | 0.05% | +67+3.4% | Added |
| Shell Asset Management Co | 2,485 | $270.0K | 0.01% | −2,040−45.1% | Reduced |
| Indiana Trust & Investment Management CO | 2,050 | $270.6K | 0.11% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,075 | $273.9K | 0.10% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,082 | $274.8K | 0.02% | −7,394−78.0% | Reduced |
| Boit C F David | 2,300 | $275.0K | 0.15% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,088 | $275.6K | 0.01% | −78−3.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,089 | $275.7K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,102 | $277.4K | 0.00% | +96+4.8% | Added |
| CX Institutional | 2,109 | $278.4K | 0.01% | +119+6.0% | Added |
| Old National Bancorp | 2,115 | $279.1K | 0.01% | −29−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,119 | $280.0K | 0.01% | +234+12.4% | Added |
| Physicians Financial Services, Inc. | 2,129 | $281.0K | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,133 | $281.6K | 0.00% | +2,133 | New |
| Verdence Capital Advisors LLC | 2,144 | $283.0K | 0.03% | −554−20.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,156 | $284.5K | 0.05% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,160 | $285.1K | 0.25% | +2,160 | New |
| Riverwater Partners LLC | 2,170 | $286.4K | 0.21% | −82−3.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,173 | $286.8K | 0.04% | +102+4.9% | Added |
| Intech Investment Management LLC | 2,177 | $287.3K | 0.00% | +397+22.3% | Added |
| Siemens Fonds Invest GmbH | 2,197 | $290.0K | 0.02% | −101−4.4% | Reduced |
| Cigna Investments Inc | 2,196 | $290.0K | 0.06% | −49−2.2% | Reduced |
| Am Investment Strategies LLC | 2,198 | $290.0K | 0.07% | 00.0% | Unchanged |
| Caption Management, LLC | 2,200 | $290.4K | 0.03% | −10,800−83.1% | Reduced |
| Principal Securities, Inc. | 2,211 | $291.9K | 0.01% | +264+13.6% | Added |
| Bokf, NA | 2,255 | $292.6K | 0.01% | −251−10.0% | Reduced |
| C M Bidwell & Associates Ltd | 2,232 | $294.6K | 0.20% | +388+21.0% | Added |
| Legacy Capital Group California, Inc. | 2,239 | $295.5K | 0.11% | −26−1.1% | Reduced |
| Seven Eight Capital, LP | 2,239 | $295.5K | 0.03% | +2,239 | New |
| Gateway Investment Advisers LLC | 2,241 | $295.8K | 0.00% | +59+2.7% | Added |
| Ameritas Investment Partners, Inc. | 2,260 | $298.3K | 0.01% | −152−6.3% | Reduced |
| Bleakley Financial Group, LLC | 2,271 | $299.7K | 0.01% | +132+6.2% | Added |
| Simplicity Wealth,LLC | 2,271 | $299.7K | 0.01% | +2,271 | New |
| Israel Discount Bank of New York | 2,275 | $300.3K | 0.37% | −1,545−40.4% | Reduced |
| Independent Financial Group, LLC | 2,295 | $302.9K | 0.01% | −100−4.2% | Reduced |
| Journey Advisory Group, LLC | 2,296 | $303.0K | 0.04% | +483+26.6% | Added |
| Rossmore Private Capital | 2,310 | $304.9K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,323 | $306.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,324 | $306.8K | 0.00% | +26+1.1% | Added |
| Compagnie Lombard Odier SCmA | 2,330 | $307.5K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,341 | $309.0K | 0.05% | −66−2.7% | Reduced |
| Tectonic Advisors LLC | 2,356 | $310.9K | 0.02% | +265+12.7% | Added |
| WealthShield Partners, LLC | 2,356 | $311.5K | 0.05% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,363 | $311.9K | 0.10% | −27−1.1% | Reduced |
| Ransom Advisory, Ltd | 2,365 | $312.1K | 0.17% | +2,365 | New |
| Global Retirement Partners, LLC | 2,375 | $313.5K | 0.01% | −34−1.4% | Reduced |
| LaFleur & Godfrey LLC | 2,388 | $315.2K | 0.05% | −400−14.3% | Reduced |
| Stokes Family Office, LLC | 2,389 | $315.3K | 0.04% | +5+0.2% | Added |
| Trust Asset Management LLC | 2,417 | $319.0K | 0.03% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,445 | $322.7K | 0.11% | +90+3.8% | Added |
| Brown, Lisle/Cummings, Inc. | 2,450 | $323.4K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,461 | $324.8K | 0.01% | +315+14.7% | Added |
| Venture Visionary Partners LLC | 2,486 | $328.1K | 0.02% | +355+16.7% | Added |
| Rise Advisors, LLC | 2,490 | $328.6K | 0.18% | +128+5.4% | Added |
| Shelton Wealth Management, LLC | 2,492 | $328.9K | 0.21% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $329.9K | 0.10% | 00.0% | Unchanged |
| Field & Main Bank | 2,560 | $337.9K | 0.13% | −135−5.0% | Reduced |
| Symmetry Partners, LLC | 2,565 | $339.0K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 2,573 | $339.6K | 0.03% | −1,887−42.3% | Reduced |
| Altfest L J & Co Inc | 2,577 | $340.0K | 0.05% | +75+3.0% | Added |
| SageView Advisory Group, LLC | 2,662 | $344.0K | 0.02% | +39+1.5% | Added |
| MBB Public Markets I LLC | 2,607 | $344.1K | 0.02% | +2,607 | New |
| Jump Financial, LLC | 2,609 | $344.3K | 0.01% | −5,512−67.9% | Reduced |
| Wedbush Securities Inc | 2,612 | $345.0K | 0.01% | +472+22.1% | Added |
| Benjamin Edwards Inc | 2,620 | $346.0K | 0.07% | −37−1.4% | Reduced |
| Flputnam Investment Management Co | 2,639 | $348.3K | 0.01% | −1,251−32.2% | Reduced |
| Pitcairn Co | 2,657 | $350.7K | 0.02% | +389+17.2% | Added |
| Park Avenue Securities LLC | 2,673 | $353.0K | 0.00% | −3,181−54.3% | Reduced |
| Canandaigua National Bank & Trust Co | 2,675 | $353.0K | 0.05% | −125−4.5% | Reduced |
| Estabrook Capital Management | 2,680 | $353.7K | 0.05% | −1,000−27.2% | Reduced |
| Aberdeen Wealth Management LLC | 2,704 | $356.9K | 0.21% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,938 | $357.0K | 0.02% | +44+1.5% | Added |
| Legacy Wealth Asset Management, LLC | 2,713 | $358.1K | 0.10% | +17+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 2,716 | $358.5K | 0.01% | +726+36.5% | Added |
| Westwood Holdings Group Inc. | 2,754 | $363.0K | 0.00% | +43+1.6% | Added |