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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2,764 | $364.8K | 0.02% | −4−0.1% | Reduced |
| Ironwood Financial, llc | 2,777 | $366.5K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,273 | $368.0K | 0.01% | −141−4.1% | Reduced |
| Pensionmark Financial Group, LLC | 2,799 | $369.4K | 0.05% | +2,799 | New |
| Fortress Wealth Group, LLC | 3,068 | $372.6K | 0.20% | +3,068 | New |
| Community Bank, N.A. | 2,840 | $374.8K | 0.05% | −874−23.5% | Reduced |
| First National Bank & Trust Co of Newtown | 2,853 | $376.5K | 0.08% | −136−4.6% | Reduced |
| ELCO Management Co., LLC | 2,870 | $378.8K | 0.23% | −370−11.4% | Reduced |
| Boston Family Office LLC | 2,883 | $380.0K | 0.03% | +18+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 2,903 | $383.1K | 0.01% | +80+2.8% | Added |
| Horizon Investments, LLC | 2,911 | $384.2K | 0.01% | +2+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 2,998 | $395.7K | 0.01% | −265−8.1% | Reduced |
| North Star Asset Management Inc | 3,008 | $397.0K | 0.02% | −176−5.5% | Reduced |
| Welch Group, LLC | 3,015 | $397.9K | 0.02% | +10.0% | Added |
| Bartlett & Co. Wealth Management LLC | 3,052 | $403.5K | 0.01% | −240−7.3% | Reduced |
| Financial Advocates Investment Management | 3,084 | $407.0K | 0.02% | +548+21.6% | Added |
| Adviser Investments LLC | 3,097 | $408.7K | 0.01% | +12+0.4% | Added |
| Meridian Investment Counsel Inc. | 3,148 | $415.5K | 0.14% | −250−7.4% | Reduced |
| New World Advisors LLC | 3,153 | $416.1K | 0.12% | +145+4.8% | Added |
| Park Edge Advisors, LLC | 3,171 | $418.5K | 0.12% | −100−3.1% | Reduced |
| InTrack Investment Management Inc | 3,175 | $419.0K | 0.31% | −1,179−27.1% | Reduced |
| Coldstream Capital Management Inc | 3,182 | $420.0K | 0.01% | +340+12.0% | Added |
| Tower Research Capital LLC (TRC) | 3,190 | $421.0K | 0.01% | −23,387−88.0% | Reduced |
| Central Trust Co | 3,194 | $421.5K | 0.01% | −221−6.5% | Reduced |
| Profund Advisors LLC | 3,195 | $421.7K | 0.02% | −379−10.6% | Reduced |
| Lakewood Asset Management LLC | 3,216 | $424.4K | 0.29% | +777+31.9% | Added |
| Cornerstone Wealth Group, LLC | 3,218 | $424.7K | 0.04% | +3,218 | New |
| Kingsview Wealth Management, LLC | 3,225 | $425.6K | 0.01% | +590+22.4% | Added |
| Grey Street Capital, LLC | 3,226 | $426.5K | 0.06% | +3,226 | New |
| Intrust Bank NA | 3,240 | $427.6K | 0.05% | −145−4.3% | Reduced |
| Brandes Investment Partners, LP | 3,241 | $427.7K | 0.01% | +1,485+84.6% | Added |
| Diligent Investors, LLC | 3,254 | $429.5K | 0.11% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 3,260 | $430.3K | 0.02% | +3,260 | New |
| ASB Consultores, LLC | 3,302 | $435.8K | 0.11% | +3,302 | New |
| David Loasby | 3,430 | $443.8K | 0.05% | +191+5.9% | Added |
| Money Concepts Capital Corp | 3,364 | $443.9K | 0.04% | +1,070+46.6% | Added |
| Evercore Wealth Management, LLC | 3,364 | $444.0K | 0.01% | +11+0.3% | Added |
| Cambridge Trust Co | 3,400 | $448.7K | 0.02% | −140−4.0% | Reduced |
| Investment Management Corp of Ontario | 3,406 | $449.5K | 0.01% | −1,500−30.6% | Reduced |
| Avantax Advisory Services, Inc. | 3,413 | $450.4K | 0.00% | −34−1.0% | Reduced |
| Whittier Trust Co | 3,430 | $452.7K | 0.01% | −331−8.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,435 | $453.4K | 0.02% | +650+23.3% | Added |
| Venturi Wealth Management, LLC | 3,450 | $455.3K | 0.03% | +10+0.3% | Added |
| Stock Yards Bank & Trust Co | 3,465 | $457.3K | 0.02% | −106−3.0% | Reduced |
| Cobblestone Capital Advisors LLC | 3,490 | $460.6K | 0.03% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 3,504 | $462.5K | 0.02% | −26,152−88.2% | Reduced |
| Probity Advisors, Inc. | 3,534 | $466.4K | 0.10% | +186+5.6% | Added |
| Silvercrest Asset Management Group LLC | 3,571 | $471.3K | 0.00% | −306−7.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,625 | $478.0K | 0.42% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,644 | $480.9K | 0.03% | +3,644 | New |
| CAPROCK Group, Inc. | 3,638 | $481.1K | 0.03% | +1,076+42.0% | Added |
| Simmons Bank | 3,649 | $481.6K | 0.04% | −3,158−46.4% | Reduced |
| Snowden Capital Advisors LLC | 3,680 | $486.6K | 0.02% | −145−3.8% | Reduced |
| Moors & Cabot, Inc. | 3,690 | $487.0K | 0.03% | +1,033+38.9% | Added |
| Janney Capital Management LLC | 3,711 | $490.0K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,044 | $492.2K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,740 | $493.5K | 0.07% | −3,866−50.8% | Reduced |
| Choate Investment Advisors | 3,745 | $494.3K | 0.01% | +23+0.6% | Added |
| Schechter Investment Advisors, LLC | 3,749 | $494.7K | 0.04% | −94−2.4% | Reduced |
| Humankind Investments LLC | 3,753 | $495.3K | 0.13% | −126−3.2% | Reduced |
| Empowered Funds, LLC | 3,757 | $495.8K | 0.01% | +1,262+50.6% | Added |
| HB Wealth Management, LLC | 3,757 | $495.9K | 0.01% | +400+11.9% | Added |
| Camelot Portfolios, LLC | 3,757 | $496.0K | 0.48% | −4,791−56.0% | Reduced |
| Aristotle Capital Management, LLC | 3,833 | $505.9K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,863 | $509.8K | 0.01% | +3,783+4,728.8% | Added |
| LSV Asset Management | 3,900 | $515.0K | 0.00% | +3,900 | New |
| Ballentine Partners, LLC | 3,957 | $522.2K | 0.01% | +100+2.6% | Added |
| GWM Advisors LLC | 3,958 | $522.3K | 0.00% | −404−9.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,960 | $522.6K | 0.09% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,964 | $523.2K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,990 | $526.6K | 0.10% | −146−3.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 3,992 | $526.9K | 0.01% | +2,074+108.1% | Added |
| Nixon Peabody Trust Co | 4,000 | $527.9K | 0.05% | −120−2.9% | Reduced |
| Apollon Wealth Management, LLC | 4,001 | $528.0K | 0.02% | −84−2.1% | Reduced |
| Fisher Asset Management, LLC | 4,046 | $534.0K | 0.00% | −1,054−20.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,051 | $534.7K | 0.01% | +20+0.5% | Added |
| Resonant Capital Advisors, LLC | 4,060 | $536.8K | 0.05% | +24+0.6% | Added |
| Wahed Invest LLC | 4,120 | $543.8K | 0.12% | +671+19.5% | Added |
| Vestcor Inc | 4,156 | $549.0K | 0.02% | −37−0.9% | Reduced |
| Bessemer Group Inc | 4,220 | $557.0K | 0.00% | +487+13.0% | Added |
| Curbstone Financial Management Corp | 4,226 | $557.7K | 0.12% | 00.0% | Unchanged |
| Graypoint LLC | 4,242 | $559.8K | 0.04% | +363+9.4% | Added |
| Cim Investment Mangement Inc | 4,261 | $562.4K | 0.17% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,293 | $566.6K | 0.04% | −14−0.3% | Reduced |
| Alberta Investment Management Corp | 4,300 | $567.5K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 4,304 | $568.0K | 0.04% | −150−3.4% | Reduced |
| Pflug Koory, LLC | 4,363 | $575.8K | 0.28% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,376 | $577.5K | 0.01% | −54−1.2% | Reduced |
| Vident Advisory, LLC | 4,402 | $581.0K | 0.01% | +10+0.2% | Added |
| McMorgan & Co LLC | 4,428 | $584.4K | 0.10% | 00.0% | Unchanged |
| Glenview Trust Co | 4,454 | $587.8K | 0.01% | +316+7.6% | Added |
| MainStreet Investment Advisors LLC | 4,458 | $588.4K | 0.07% | −506−10.2% | Reduced |
| MAI Capital Management | 4,464 | $589.2K | 0.01% | +263+6.3% | Added |
| Clifford Swan Investment Counsel LLC | 4,524 | $597.1K | 0.02% | −339−7.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,553 | $600.9K | 0.04% | −212−4.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,560 | $601.8K | 0.01% | +134+3.0% | Added |
| Public Sector Pension Investment Board | 4,597 | $606.7K | 0.00% | −200−4.2% | Reduced |
| Highline Wealth Partners LLC | 4,635 | $611.7K | 0.25% | 00.0% | Unchanged |
| Financial Advisory Corp | 4,752 | $627.0K | 0.26% | +737+18.4% | Added |
| First Eagle Investment Management, LLC | 4,766 | $629.0K | 0.00% | 00.0% | Unchanged |